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Manages data analytics, sales performance dashboards, scorecards, and reporting for Fidelity Wealth. Supports compensation programs through business analysis, data validation, product documentation, user acceptance testing, issue triage, stakeholder interviews, and root-cause investigation. Serves as a product subject matter expert, translates complex features into actionable requirements, supports pilots and training, and delivers insights that improve performance measurement, coaching, and compensation decisions.

Build and maintain automated and manual tests for web, API, and backend systems. Design testing frameworks, integrate automation into CI/CD pipelines, analyze failures, report defects, and improve test coverage, software quality, stability, and delivery performance. Collaborate with engineering, QA, business, and technical stakeholders while advancing testing strategies and quality practices.

Develop customized financial plans, advise existing clients and warm leads, recommend investment solutions, conduct client appointments, build relationships, and refer clients to wealth management partners based on their needs and financial complexity.

Drafts and negotiates agreements with major plan sponsor clients while protecting Fidelity from legal and compliance risk. Partners with Sales, Relationship Management, Operations, Finance, Product Management, Compliance, and Legal teams to resolve complex contracting issues, achieve business objectives, and address client concerns. The role also develops internal relationships and serves as a client-facing representative throughout the contracting process.

Develop customized financial plans, educate clients on investment solutions, conduct one-on-one planning appointments, recommend strategies aligned with client needs, grow existing client relationships, conduct proactive outreach, and refer clients to wealth management partners when appropriate.

Lead delivery coordination for medium to large-scale technology initiatives. Manage integrated plans, milestones, risks, dependencies, governance, reporting, stakeholder engagement, release planning, and cross-functional alignment across Product, Engineering, Program Management, and business teams. Facilitate planning and governance sessions, track delivery health, communicate progress and risks, document decisions, and improve delivery practices across the software development lifecycle.

Serves as Fidelity’s client-facing branch representative, providing exceptional customer service, supporting lobby transactions, assessing client needs, and identifying opportunities to deepen relationships. The role includes making effective introductions, supporting branch growth, serving as a technology champion, and completing training for required Series 7 and Series 66 licenses.

Leads complex systems analysis for Fidelity’s workplace investing technology platform. Translates business needs into requirements and user stories, coordinates releases and cross-team dependencies, supports Agile ceremonies, evaluates team performance metrics, and influences technology and business partners. The role also mentors analysts, collaborates with globally distributed teams, and helps improve Scrum practices and delivery outcomes.

Lead debit card fraud operations within Global Fraud Detection Operations. Support the transition to in-house fraud detection by defining operational requirements, workflows, policies, procedures, playbooks, controls, and readiness documentation. Represent fraud operations in cross-functional planning and design sessions, assess risks, influence stakeholders, and translate strategic objectives into scalable processes. Requires strong fraud detection, risk management, analytical, communication, project management, and organizational capabilities.

Provides face-to-face financial guidance and personalized investment planning to an existing client base. Builds trusted client relationships, identifies needs, recommends investment strategies, expands client assets, and delivers a strong customer experience. The role requires securities and insurance licensing, extensive investment knowledge, strong communication skills, initiative, collaboration, and a results-oriented approach. Fidelity provides training, onboarding, and professional development support in an onsite Investor Center environment.