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Provide high-touch, comprehensive wealth planning for high-net-worth clients: build long-term relationships, develop integrated financial roadmaps, implement investment and multigenerational strategies, and collaborate to grow client share and generate referrals.

Serve as the in-branch primary client contact, handle front-lobby transactions and compliance, provide exceptional client service, identify opportunities to deepen relationships, and refer clients to advisors. Support branch success by adopting technology, managing multiple tasks, and completing required FINRA licensing.

Conduct joint client appointments to deliver personalized financial planning, identify opportunities, implement plans, and build client relationships. Use Salesforce and guidance tools to profile clients, present recommendations, engage partners, and mentor colleagues while promoting Fidelity offerings and compliance with regulatory standards.

Deliver personalized financial planning consultations, support client engagement and long-term relationships, identify planning opportunities and referrals, use tools like Salesforce and Glance, conduct joint client appointments, mentor peers, and collaborate with Financial Consultants or Wealth Planners to implement client plans.

Lead development of regulatory reporting capabilities for Fidelity Digital Assets. Drive projects to design products aligned with regulations, build analytics and reporting, partner across business teams, manage large complex programs, ensure timely regulatory submissions, and lead issue resolution, risk management, and stakeholder consensus.

Lead testing strategy and execution for Fidelity Digital Assets initiatives. Define scope, prioritize business-critical test scenarios, coordinate resources and environments, drive end-to-end business testing, monitor progress and risks, report outcomes, support go-live readiness, and align cross-functional teams to ensure quality delivery.

Lead Fidelity's tokenization and distributed ledger product strategy, define roadmaps and pilots, and integrate tokenized solutions into brokerage operations. Collaborate across product, engineering, legal, risk, and operations to deliver compliant, scalable pilots to production and represent Fidelity in industry forums. Drive governance, business cases, and stakeholder alignment for digital asset initiatives.

Provide personalized financial planning and retirement income strategies for C-suite and senior executives at workplace benefit plan clients. Manage client relationships, deliver investment guidance and asset management, integrate workplace benefits into plans, present executive services, develop new business through referrals and events, and drive assets under management while collaborating with relationship teams.

Lead a cloud-native data execution platform: implement, scale, and operate Spark and Airflow-based distributed systems on AWS/Kubernetes. Own performance tuning, observability, CI/CD, SLI/SLOs, incident response, and mentor engineers to ensure reliable, secure, and performant production pipelines.

As a Quantitative Risk Analyst, conduct model validation, assess financial risk exposures, perform quantitative analysis, and mentor junior analysts, while collaborating across Fidelity's teams.