Fidelity Investments

Client Services Representative

• Owning the administration of new client contacts and supporting them throughout their life cycle
• Collaborating closely with clients and other business partners to provide direction and insight into Fidelity’s suite of products and services
• Developing new business opportunities and managing against operational feasibility
• Collaborating and influencing outcomes in a large matrix-managed environment and across multiple and diverse groups
• Participating in architectural system designs to meet client needs
• Complying with regulatory and policy mandates
• Ensuring all procedures are updated to mitigate process risks
• Ensuring the accuracy and timeliness of client requests
• Identifying improvements towards process efficiency and risk mitigation
• Supporting operational processes daily

Director, Client Service Management

Analyst

• The IT Audit Co-op works on an audit team evaluating technology risks and controls
• Helping to execute complex audit reviews
• Communicating issues and findings to management
• Devising solutions for business improvements
• Following-up on corrective actions

IT Audit Analyst

Financial Planning and Analysis

• provide meaningful, clear, and actionable financial analysis to support sound decisions
• offer strategic insights and assess the business's financial performance
• improve internal processes
• align planning activities across Fidelity Wealth

Senior Manager, Finance

Program Manager

• Analyze complex business components to identify operational, financial, technological or improvement opportunities
• Serve as a leader and liaison between cross-functional teams
• Partner and close collaboration with project teams to gather requirements
• Develop detailed process maps
• Drive in-depth end-user testing
• Collect feedback and incorporate recommendations into future releases
• Ensure solutions meet the business needs and requirements
• Maintain relationships with various partners

Business Development Rep

• expand donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs)
• drive revenue growth by building institutional partnerships
• identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians
• develop and execute a business development strategy to meet or exceed growth targets
• lead contract negotiations, pricing, and implementation
• cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders)
• represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events
• collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success

Vice President, New Business Development

Systems Engineer

• Serve as a subject matter expert for applications enabling electronic trading capabilities
• Gain deep expertise in the electronic trading domain, including brokerage operations
• Act as the bridge between business and technology, representing development teams in stakeholder discussions
• Analyze and communicate application architecture and source code to both technical and non-technical audiences
• Leverage GenAI tools to accelerate code understanding and documentation
• Design and maintain architectural diagrams and system workflows
• Perform data analysis using KDB/Q and SQL, interpreting large datasets to diagnose system behavior and performance
• Lead system design efforts, translating business requirements into actionable technical specifications
• Manage work breakdown (JIRA epics, stories) and coordinate with developers and QA teams
• Facilitate cross-team discussions on technical initiatives and priorities
• Conduct UAT using available testing tools and ensure quality delivery
• Provide production and non-production support, responding to inquiries from business support teams

Principal Systems Analyst

Business Analyst

• Assist the Squad Leader in managing and prioritizing the product backlog for team effectiveness.
• Participate in User Acceptance Testing (UAT), assisting in validating that delivered solutions solve the original business problem.
• Facilitate internal meetings and sprint demos to keep stakeholders informed on project progress.
• Proactively identify process bottlenecks and suggest improvements for squad efficiency.
• Develop strong working relationships with IT, Legal, and Compliance partners to aid initiative completion.

Business Analyst – TEM

• Deliver financial support and strategic guidance to business partners by analyzing spend across the P&L
• Build capacity plans and models for areas experiencing volume growth or introducing new products
• Develop activity‑based costing frameworks
• Lead the annual forecasting and budgeting processes
• Manage month‑end close activities
• Provide variance commentary and invoice accrual recommendations

Customer Success Manager

• Develop a deep understanding of the FPS platform so you can guide clients through use of our workflows, reports, and data room
• Build relationships with your customers, primarily working with company executives (CEOs, CFOs, General Counsels) at mid to late-stage companies
• Secure renewals and identify areas for upsell
• Host regular check-in meetings with customers to ensure a positive experience and continued value throughout their subscription
• Consulting with clients as they raise funding and hit other important milestones in their company lifecycle

• Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
• Ensure final deal documents are accurate and complete
• Support operational aspects of credit line management including coordination of credit line draws, monitoring of credit line capacity and anticipated investment activity, and credit line repayment via capital calls
• Document and maintain procedures; compile and disseminate monthly reporting
• Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
• Cultivate partnerships with our teams, including Trading, Legal, Compliance, Treasurer’s Office, Investment Professionals, Trade Settlements, Corporate Actions, Alternative Accounting, Corporate Treasury, and Operations Services Group.

Senior Analyst, Private Equity Investments

• Design, deploy, and manage high-performance server environments that keep applications secure, reliable, and fast
• Collaborate with global teams, including daily interactions with India offices
• Drive operational excellence and lead incident response efforts
• Support mission-critical systems and applications
• Evaluate and find opportunities to automate processes
• Promote a culture where standards and processes are important and critical to work approach
• Manage Linux, AIX, Windows, Virtualization Technology, various Hardware platforms, security compliance patching

Linux Systems Engineer

Growth Marketing

• Build and enhance benefits administration engagement and communication offerings
• Drive Health and Welfare Benefit Administration business growth
• Implement go-to-market strategies
• Support clients in solution implementation
• Guide product exploration through user research, competitive analysis and industry trends
• Lead the development of coordinated go-to-market strategies covering customer targeting, packaging, and pricing
• Collaborate with marketing team to build product positioning and messaging
• Serve as product area specialist assisting business collaborators
• Guarantee product preparedness and promote internal training across organization
• Create and maintain centralized communications and collateral
• Collaborate with deployment team for seamless approach
• Support sales, implementation and client-facing teams

Director, Health and Welfare Growth Enablement

General Counsel

• work independently counseling the business regarding expansion of private market service offerings with a particular focus on FPS
• understand and apply the full range of federal and state securities laws and regulations governing broker-dealer, investment advisory and wealth management businesses

Senior Legal Counsel

Product Manager

• Coordinate the planning, execution, and delivery of Quantitative Research initiatives
• Develop and track project plans, timelines, and landmarks
• Lead and prioritize backlogs for large teams
• Facilitate regular backlog refinement sessions
• Champion Agile methodologies and adopt tools to enhance team productivity and collaboration
• Serve as the primary point of contact for internal and external partners
• Identify potential risks and implement mitigation strategies
• Present project updates to senior management and stakeholders

Director, IT Product Management

Technical Project Manager

• join the Risk Workstation Product Area to aid in the development of high-quality applications servicing Risk and other business units
• lead project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.

Director, Client Service Management

IT Audit Analyst

Senior Manager, Finance

Program Manager

Vice President, New Business Development

Principal Systems Analyst

Business Analyst – TEM

Senior Manager, Finance

Customer Success Manager

Senior Analyst, Private Equity Investments

Linux Systems Engineer

Director, Health and Welfare Growth Enablement

Senior Legal Counsel

Director, IT Product Management

IT Project Manager