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Work one-on-one with existing clients and warm leads to develop customized financial plans using Fidelity planning tools. Recommend and implement investment solutions, grow relationships through proactive outreach, and refer clients to wealth management partners. Use technology to prepare for appointments and provide consultative guidance while maintaining required FINRA licenses and state registrations.

Work with existing clients and warm leads in a Fidelity Investor Center to develop customized financial plans, recommend investment solutions, and grow relationships. Use Fidelity planning tools and technology to conduct one-on-one appointments, refer complex needs to wealth partners, and ensure compliance with regulatory requirements.

The Senior Email Developer will enhance and support email systems, utilizing Salesforce Marketing Cloud to execute personalized email campaigns while leading projects and training team members.

Face-to-face client engagement and mentorship in an Investor Center; provide personalized financial planning, recommend investment solutions, grow client assets and the firms brand, and deliver outstanding client service while leveraging firm resources and training.

Design, implement, and optimize large-scale cloud database systems; automate deployment and migration of multiple databases to AWS and Azure; build CI/CD and IaC automation; monitor performance and availability; lead architecture, mentor engineers, plan complex projects, advise leadership on data infrastructure and risk, and ensure QA readiness and documentation.

Designs and builds scalable data pipelines and ETL/ELT solutions in AWS, enforces data quality and security, automates CI/CD, develops and tests data applications and reporting platforms (Tableau/OBIEE), and collaborates with analysts and product teams to deliver production analytics solutions.

Design, develop, and maintain automated test frameworks and CI/CD deployments for cloud-based financial applications. Implement BDD/Cucumber tests, API testing, service virtualization, performance and regression testing, advise architecture, mentor juniors, and provide technical strategy, documentation, and QA readiness across complex projects.

Lead design, implementation, migration, and support of complex Oracle and cloud databases (AWS/Azure/Exadata). Drive database architecture, performance tuning, security, and lifecycle planning; mentor junior DBAs and advise leadership on database strategy.

Design and build large-scale full-stack, cloud-native financial services applications using Angular and Java/Spring Boot. Define architecture, implement APIs, ensure QA and production reliability, mentor engineers, and drive technical strategy across complex projects.

Lead platform product initiatives using Agile/Scrum; gather and document business requirements, write stories, model workflows, perform UAT, build business cases and dashboards, and coordinate cross-functional delivery with engineering and stakeholders in a brokerage environment.