Top Tech Jobs & Startup Jobs

The Planning Consultant provides a world-class planning experience, deepening client relationships through financial planning interactions and strategies, supporting clients' unique financial needs.

The Financial Planning Consultant provides personalized financial planning and integrated solutions to clients, helping them achieve financial goals through proactive advice and comprehensive service.

Lead the Risk Platform Operations team to ensure accurate and timely delivery of portfolio risk analytics, mentor junior members, and enhance data quality controls.

Execute and design quality controls across Defined Benefit (DB) operational functions, analyze results, collaborate with stakeholders to drive process improvements, reduce financial exposure, and improve client satisfaction. Provide insights, perform complex calculations, and ensure regulatory and quality standards are met.

Provide financial planning consultations alongside Financial Consultants and Wealth Planners, build client relationships, profile client needs, present guidance tools, uncover consolidation/referral opportunities, support plan implementation, use tools like Salesforce and Glance, and mentor peers.

Meet with clients in an Investor Center to provide personalized financial planning and investment solutions, deepen relationships, and support retirement goals using Fidelitys product platform and resources. Deliver client-centered service, recommend strategies, and mentor clients while collaborating with the team and completing training and onboarding.

Lead a team managing end-to-end accounting for blockchain-enabled investment products, including books and records, pricing, wallet and custodian reconciliations, NAV production, and lifecycle events (forks, airdrops, staking). Oversee daily operations, ensure controls and regulatory compliance, drive process improvement and automation, support product launches, and develop talent while partnering with Accounting, Pricing, Technology, and Product stakeholders.

Lead product strategy and execution for bond trading technology, partnering with traders, engineers, and ops to define roadmaps, prioritize work, and deliver high-quality trading capabilities while mentoring analyst teams and ensuring production stability.

Lead development of Fidelity's enterprise loyalty strategy and next-generation program. Define principles, program design, measurement, and roadmap using customer research and behavioral data. Identify high-value behaviors and lifecycle opportunities, guide test-and-learn experiments, partner with cross-functional teams, and coach a team to deliver scalable, insight-driven marketing that increases engagement, retention, and long-term customer value.

Join Fidelity as a Financial Consultant to engage with clients, provide personalized financial planning, and utilize existing client relationships effectively. Emphasis on mentorship and comprehensive investment solutions for client retirement goals.