Fidelity Investments

Financial Planning and Analysis

• Provide broad range of analytics, financial management, and strategic business partner support
• Deliver impactful insight financial analysis to business partners
• Review, analyze, and monitor business performance, synthesizing data into presentation form for senior management

Senior Financial Analyst

• plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing
• vetting requests to support new products against our acceptability guidelines and asset servicing capabilities
• creatively construct, design, and implement procedures for new product offerings
• assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality
• deliver quality assistance to our clients
• serve as a resource for technical issues and assist associates in problem solving
• act as a functional subject matter expert and go-to person for complex situations and daily processing
• play a leading role on assigned projects

Associate Analyst, Alternative Investments

Product Marketing

• Develop and execute marketing plans that differentiate Fidelity’s alternative investments and specialty solutions in the marketplace
• Messaging and content creation includes both written content (presentations, client communications) as well as digital mediums (website, videos)
• Support marketing and communications strategy for new product launches and ensure collaboration across firm
• Partner on investment insights-driven content with marketing partners and investment professionals
• Complete compliance and regulatory reviews of content, track projects and workflows, and complete client-specific ad-hoc requests
• Oversee servicing requirements for third party platforms (e.g., data rooms)
• Partner on content for events program and support execution as needed

Senior Manager, Alternatives Product Marketing

Director

• Providing philanthropic guidance with the goal of retaining and deepening relationships.
• This may include developing their philanthropic strategy, helping to engage their family in giving, working through complex grant recommendations, assisting them with navigating internal systems and procedures, connecting them to like-minded peers for learning opportunities, or providing resources and tools to better navigate the philanthropic landscape.
• Representing Fidelity Charitable and the Private Donor Group in meetings, events, or conferences with sector partners and donors.
• Articulating the full suite of Fidelity Charitable products and services to donors such as Direct International Grant Program, Charitable Investment Advisor Program, and DonorFlex.
• Educating Private Donor Group donors on emerging trends in the broader philanthropy landscape, innovative funding approaches with DAFs, best practices, and evolving philanthropic models.
• Facilitating in-depth individual or multi-generational meetings resulting in shared values and philanthropic purpose that lead to impactful grantmaking.
• Coordinating across other teams to ensure donor satisfaction.
• Working alongside the Donor Effectiveness and Philanthropic Research teams, research and develop materials to engage high net worth donors on grantmaking.
• This includes participating in meetings and site visits with nonprofits, philanthropic firms and foundations.
• It also involves collaborating with others to design, coordinate, and facilitate learning communities that provide donors with an opportunity to share best practices, identify common challenges, and develop new practices.

Director, Philanthropic Strategies

• As the Technology Delivery Leader, coordinate large and sophisticated workstreams across the organization.
• Ensure proven planning practices are in place, execution of the work is well-coordinated.
• Communicate and collaborate closely with Squad Leaders/Product Owners, Scrum Masters, and other Stakeholders.
• Ensure technical and quality best practices are followed as well as help coordinate large end-to-end testing efforts.
• Accountable for orchestration of planning preparation and execution of Quarterly Planning activities.

Director, Technology Delivery Leader

Full-stack Engineer

• Developing and deploying software in a fast-paced environment.
• Collaborating with colleagues on technical implementation and process improvement.
• Able to clearly present sophisticated technical solutions, ideas, and plans to senior management, business partners, and less technical team members as needed.
• Working closely with technology and business partners to design new features.
• Passion for learning the latest technologies and frameworks.
• Building positive relationships within and across teams.
• Mentor and be mentored by your team members and partners.

Principal Full Stack Engineer

• Serves as a subject matter expert on managed accounts and their processes
• Focuses on customer experience, retention, and sales in partnership with the client’s Financial Consultant team
• Handles the most complex managed account sales and service needs
• Conducts Annual Plan Reviews, risk mitigation, and represents Advisory Services’ voice to the customer
• Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues
• Participates in joint phone calls with Financial Consultants and clients for Annual Plan Reviews
• Manages a diverse book of 1:1 covered clients with assets under management

Investment Management Consultant II – Regional Centers

Product Designer

• Drive Insights and Strategy
• Leverage customer insights to form a strong point of view on product direction and design opportunities.
• Lead research and discovery initiatives to fill knowledge gaps and inform decision-making when data is scarce.
• Champion customer centricity across the organization, transforming cross-functional partners into advocates for the user.
• Lead and Influence Outcomes
• Align design solutions with core business needs, KPIs, and strategic outcomes to ensure measurable impact.
• Collaborate closely with product managers to iteratively shape product strategy, balancing innovation with time and scope constraints.
• Partner with engineering to deliver feasible implementation specs, review work in progress, and iterate based on technical feedback.
• Continuously refine our design processes and tooling within the product and engineering pipelines to improve efficiency and broaden impact.
• Elevate Design Craft
• Serve as the design lead on medium-to-large projects, designing concepts from early sketches to polished visual mock ups.
• Deliver final design mocks and detailed specifications to development teams to ensure high-quality execution.
• Translate design solutions into clear product requirements that bridge the gap between user needs and technical implementation.
• Facilitate key design sessions to incorporate feedback, generate alignment, and secure buy-in from leadership.

Risk

• Provide risk management support to Fidelity Health Domain and Operations teams.
• Conduct risk assessments.
• Perform control reviews.
• Manage and mitigate risk incidents.
• Provide analysis and reporting.
• Foster strong partnerships and relationships to influence change.
• Work with partners in Legal and Compliance to support regulatory changes.
• Assist internal and external Audit partners.
• Ensure there is appropriate reporting, communication and awareness on issues identified.

Senior Risk Manager

Data Analyst

• Responsible for delivering impactful and insightful analysis to measure business performance
• Analyze and tie together disparate data sources into a cohesive story
• Provide daily strategic customer insights to inform business strategy
• Collaborate with product owners, senior leaders, finance, and other teams
• Connect insights across different parts of the organization to drive impact

Manager/Analyst – Advanced Data Analytics and Insights

Data Engineer

• Design and build scalable data solutions, including data processing pipelines, migrations, and complex data modeling
• Identify new development opportunities within a scalable public Cloud environment to enhance organizational capability
• Collaborate with product owners and business partners to translate high-level requirements into actionable technical tasks
• Analyze and manipulate datasets to ensure rigorous data integrity, accessibility, and security throughout the entire lifecycle
• Serve as a technical mentor and thought leader, providing guidance and innovative solutions to the broader team
• Integrate automated testing and continuous validation into the sprint cycle to ensure production reliability
• Develop end-to-end solutions using distributed platform design patterns and modern analytics technologies
• Support and enhance production systems, focusing on high performance, speed, and overall system reliability

Senior Data Engineer

Analyst

• Overseeing and reviewing daily team deliverables
• Ensuring all SLAs are met, and daily work is completed accurately and on time
• Serving as an escalation point for business partners regarding inquiries and daily tasks
• Identifying and recommending process and reporting improvements
• Monitoring internal controls and proactively addressing potential risks
• Proving oversight and support for team initiatives
• Owning incident follow-up activities as well as updates to controls and processes

Senior Corporate Actions Analyst

• Support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
• Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses
• Continue to spend four days a week working from home and one day a week in an Investor Center
• Develop and hone your skills while supporting customers with increasing complexity
• Gain confidence and develop proficiency serving customers as you join the wealth management development track

Financial Services Representative

Business Analyst

• Help lead initiatives with diverse scope and complexity, acting as the interface between business practitioners, customers, and product delivery teams
• Collaborate closely with a group of cross-functional team members who are responsible for delivering solutions and achieving business objectives through a shared product partnership
• Work with business partners to gather and assess complex business requirements and translate strategy into executable solutions that deliver value to stakeholders

Senior Business Analyst

Marketing

• Marketing liaison for legislative and regulatory communications
• Support legislative and regulatory communications and work closely with product, government affairs, legal, compliance, WI communications, Fidelity Workplace Consulting, thought leadership, relationship management and other stakeholders to develop internal and external campaigns that align Fidelity messaging on complex topics.
• Support regulatory mailings (email and print), eReview, and channel management (website, Seismic) of legislative and regulatory resources.
• Understand that speed to market is a competitive differentiator for legislative and regulatory and the need to provide timely communications is critical.
• Monitor the competitive market for legislative and regulatory communications and updates.
• Assist with deploying content on multi-channel campaigns including mailings, websites, social, internal talking points, and newsletters.
• Understand how research, data and analytics are used to shape strategy and define messaging and omni-channel approach.
• Understand B2B2C customer relationships and how we serve each audience.