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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.

The Director of Prime Trading will manage client relationships, oversee daily trading operations, analyze risk and margin activities, and coordinate trading support. The role requires strong market awareness and effective communication within teams.

Lead technology risk and regulatory assurance activities: design and maintain controls, manage RCMs/RACMs, support SOX404 and regulatory exams, partner with control testing, track remediation, and standardize governance across cloud, infrastructure, and applications.

Develop customized financial plans and investment solutions for mass-affluent clients in an Investor Center. Engage and retain existing clients through needs-based recommendations, relationship-building, consultative selling, and mentoring, using a broad range of financial products and services. Work in a team-based, fast-paced environment with structured training and onboarding.

Provide concierge-level technology support to senior leaders, troubleshooting endpoints, collaboration tools, mobile devices, and virtual desktops. Deliver onsite and remote AV and board meeting support (Zoom/Teams/Zoom Rooms), collaborate with 3rd-level teams, support IT projects, and provide rotating after-hours coverage. Role is onsite in the Boston office.

Provide face-to-face financial advice and personalized planning to clients at an Investor Center, grow client relationships and assets, present complex investment solutions, and deliver exceptional customer experiences using Fidelity's product platform and resources.