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Work directly with existing clients and warm leads to develop customized financial plans, recommend investment solutions using Fidelity planning tools, conduct one-on-one appointments, grow relationships through proactive outreach, and refer clients to wealth management partners when appropriate.

Support branch Financial Consultants by strengthening client relationships, organizing daily activities, facilitating targeted appointments, and helping cultivate a book of business. Deliver personalized financial planning insight, operate within compliance rules, and collaborate with teams to deepen long-term client engagement.

Manage and trade discretionary US and international equity Separately Managed Accounts (including long/short strategies). Conduct portfolio construction, tax-aware transitions, account reviews, performance and risk monitoring, and coordinate with trading, operations, research, and technology teams to improve model management and implementation.

Design, build, enhance, and support a portfolio optimization and back-testing ecosystem. Partner with quant researchers and investment teams to develop scalable, low-latency systems, APIs, and cloud-based services; capture requirements and collaborate across stakeholders.

Lead engineering strategy and execution for Integrated Experience Platform while mentoring teams, managing talent, and ensuring high standards of software quality and modern engineering practices.

Provide face-to-face financial planning and mentorship to clients, leverage Fidelity's platform and existing client base to grow assets, recommend investment strategies, maintain regulatory compliance, and deliver high-quality client service.

As an Education Consultant, you will deliver financial wellness workshops and collaborate with business partners, requiring strong presentation and customer-facing skills, alongside travel flexibility for onsite and virtual events.

Engage face-to-face with clients in an Investor Center to provide personalized financial planning, mentor clients, recommend investment solutions, grow client assets, and represent Fidelity’s brand while leveraging company resources and training.

Drive relationships and sales with major wirehouse firms, advisors, branches and private wealth teams. Deliver thought leadership, practice management, and investment perspectives; collaborate with relationship management and internal partners to grow access, deepen relationships, and increase sales across mutual funds, ETFs, SMAs, models, alternatives and retirement solutions.

Design and build scalable data solutions for cybersecurity analytics: develop ETL/data pipelines, execute migrations, and create complex data models. Build Power BI reports and ensure data quality, security, and production reliability. Mentor engineers, integrate CI/CD and automated testing, and collaborate with product owners to translate requirements into technical work.