Top Tech Jobs & Startup Jobs

Leads day-to-day due diligence investigation operations, including case execution, prioritization, capacity planning, quality controls, escalations, and service delivery. Manages and develops investigative teams, improves processes, analyzes risk trends, and communicates emerging concerns and risk-based recommendations to senior leadership.

Entry-level investment sales role in Fidelity’s multi-year development program. Consult with financial advisors by phone and Zoom, provide market insights and investment product education, support portfolio construction, develop client relationships, generate sales opportunities, and eventually manage sales territories. The role includes licensing, structured training, coaching, and progression opportunities.

Build and manage client relationships in a Fidelity Investor Center by providing personalized financial planning, explaining investment strategies, recommending solutions, and expanding client assets. The role involves face-to-face client engagement, delivering exceptional service, meeting business results, and leveraging Fidelity’s investment platform and resources. Candidates should have strong investment knowledge, relationship-building ability, and relevant FINRA licenses or the ability to obtain required registrations.

Leads defined contribution consulting engagements from strategy through execution, driving business development, client relationships, solution design, and program oversight. Develops proposals, guides project teams, manages scope, timelines, budgets, risks, and deliverables, and applies expertise in retirement plan administration, data structures, systems, and operational requirements. Partners with clients and internal teams to deliver scalable benefits solutions, improve outcomes, and support business growth.

Provide face-to-face financial advice and personalized planning to an existing client base. Build and deepen client relationships, recommend investment and retirement solutions, and grow client assets using Fidelity's platform and resources. Deliver excellent client service, mentor clients toward long-term goals, and support branch business objectives.

Own product vision, strategy, and roadmap for Fidelity Charitable’s donor-advised fund capabilities. Drive discovery, requirements, prioritization, cross-functional delivery, launches, and continuous improvement. Partner with engineering, UX, architecture, operations, and business leaders while using customer feedback, market research, product metrics, and KPIs to guide decisions and deliver measurable customer and business value.

Directs investment operations supporting active quantitative portfolio processes. Responsibilities include daily data validation and reconciliation, trade flow monitoring, cash management, workflow documentation, process alignment, priority changes, and cross-functional collaboration with Compliance, Technology, Product, Trading, and portfolio management teams.

Represents Fidelity in drafting and negotiating agreements with major plan sponsor clients. Partners with Sales, Relationship Management, Operations, Finance, Product Management, Compliance, and Legal to achieve business objectives while managing contractual, legal, and compliance risk. Serves as the primary representative for resolving complex negotiation issues, develops creative contracting solutions, builds internal relationships, and supports the full contracting process.

Support Fidelity customers by phone with account questions, withdrawals, transfers, resource identification, and trade placement. Complete paid training and FINRA licensing exams, including the SIE, Series 7, and Series 66. Work remotely during onboarding with one onsite day weekly, then transition to a full-time onsite Investor Center role. Provide strong customer service while developing skills for a future career in financial planning and advice.

Support Fidelity customers by phone with account questions, withdrawals, transfers, and trades. Complete paid training and FINRA licensing exams, including the SIE, Series 7, and Series 66. Work remotely four days per week and onsite one day during onboarding, then transition to a full-time Investor Center role. Develop customer service, financial services, and planning skills through coaching, networking, and career development.