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Build and deepen relationships with Fidelity’s high-value clients, support branch teams, organize Financial Consultants, and align daily activities with client needs. The role involves cultivating a book of business, identifying opportunities to add value, facilitating targeted appointments, and delivering personalized service within a detailed compliance environment. Responsibilities also include client contact strategy, financial planning support, collaboration, and ongoing relationship development.

Leads client-facing financial and estate planning engagements for high-net-worth clients and advisors. Develops comprehensive plans using eMoney, covering retirement, investment, insurance, tax, estate, and family wealth transfer needs. Oversees regional client engagements, collaborates with advisors and planning teams, coaches junior staff, and communicates complex recommendations clearly. Requires extensive trusts and estate planning experience, financial services expertise, and FINRA Series 7 and 66 licenses.

Analyzes business requirements and translates them into technical specifications, user stories, use cases, acceptance criteria, and workflow solutions for Workplace Investing customers. Configures and delivers solutions on a workflow automation platform, coordinates cross-functional testing and implementation, maintains product backlogs, facilitates prioritization, and manages delivery timelines. Collaborates with product owners, developers, business partners, end users, and geographically distributed teams to create effective digital experiences.

Owns deployment, education, documentation, communication, and support for health and welfare benefits administration products. The role monitors product effectiveness, analyzes feedback, supports roadmap decisions, improves processes, and manages client and associate product education. It also develops AI-enabled automation, agentic workflows, knowledge models, taxonomies, and knowledge graphs while partnering across product, technology, operations, client services, and account teams to improve support quality, efficiency, adoption, and organizational intelligence.

Lead and coach approximately eight senior systems analysts while setting team vision, translating strategic objectives into initiatives, epics, and user stories, and guiding product lifecycle and solution delivery. Partner with development, portfolio engineering, investment architecture, and operations teams to deliver complex financial services products. Manage talent planning, performance discussions, team development, Agile planning, estimation, roadmaps, risks, and impediment removal.

Analyze large and complex datasets to identify debit card fraud signals, detect anomalies and coordinated fraud attacks, and implement prevention strategies in real-time decisioning systems. Partner with data scientists, fraud strategists, and business stakeholders to refine rules and models, conduct fraud hunting and data discovery, communicate actionable insights, and influence fraud prevention product decisions.

Build and strengthen relationships with Fidelity’s valuable clients, support branch teams, organize Financial Consultants, and align daily activities with client needs. The role develops a book of business, identifies opportunities to add value, facilitates targeted appointments, and drives meaningful client engagement. It requires personalized service, financial planning insight, compliance awareness, collaboration, and polished communication while cultivating long-term client relationships.

Supports Fidelity’s branch team by cultivating relationships with high-value clients, coordinating Financial Consultants, facilitating targeted appointments, and aligning daily activities with client needs. The role involves developing a book of business, identifying opportunities to add value, providing personalized service, and maintaining compliance in a dynamic financial-services environment. Training and mentorship are provided.

Develop customized financial plans and recommend investment solutions for existing clients and warm leads. Conduct one-on-one planning appointments, educate clients on investment products, proactively build relationships, and refer clients to wealth management partners when appropriate. The role requires strong communication, consultative selling, product knowledge, and FINRA securities licensing or the ability to obtain required registrations.

Serve clients face-to-face in a Fidelity Investor Center by providing personalized financial planning, investment guidance, mentorship, and relationship management. Identify client needs, recommend investment solutions, introduce strategies, attract additional assets, and deliver an outstanding customer experience. The role includes building credibility with knowledgeable clients, expanding Fidelity’s reach, and completing required licensing and registrations.