Fidelity Investments

Accounting Manager

• lead modernization efforts within the Devonshire Investors Accounting Team
• drive operational excellence across end-to-end financial reporting processes
• champion standardization, automation, simplification, and optimization
• support broader modernization, training, and documentation initiatives beyond the eFront ecosystem
• collaborate closely with cross‑functional teams to define and validate business requirements
• translate business needs into clear specifications for technology teams and vendors
• serve as the primary liaison for technology issue resolution
• help standardize reporting across legal entities
• develop documentation and training materials
• mentor team members to strengthen team performance and capability

Senior Manager, Accounting

Director

• Develop research and analysis that extend beyond simple observation, delivering clear and commercially relevant recommendations that influence critical business decisions.
• Play a key role in evolving the team’s mandate, reach, and capabilities to establish it as a proactive and insightful partner embedded in the commercial rhythm of the business.
• Ensure that external market dynamics, client needs, and competitive threats continually inform internal priorities and investments.
• Translate market and competitive intelligence into actionable strategies that support revenue growth, client acquisition, and retention across intermediary and institutional channels.
• Serve as a strategic thought partner to Sales, Relationship Management, and Product leaders to help anticipate market shifts, identify whitespace opportunities, and shape client-centric solutions.

Director, Market Intelligence

Project Manager

• Collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model.
• Lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders.
• Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs
• Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements
• Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making
• Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive
• Have significant exposure to senior management across CRBO & AM; must possess a high degree of executive presence.
• Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.
• Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle
• Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels
• Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.

Vice President, Alternative Investment Project Management Lead

Consultant

• Supports associate performance and helps business units meet their goals.
• Provides strategic consultation on projects and develops learning experiences to build workforce capability.
• Work with leaders to scope learning requests and prioritize the team’s work.
• Deliver impactful learning solutions and evaluate their impact.

Performance Consultant

Financial Planning and Analysis

• Support the Investment Advisor Group (IAG) by delivering impactful, insight‑driven financial analysis to business partners
• Lead a broad range of analytics, financial management activities, and strategic business partner support
• Drive improved outcomes and financial performance across the organization
• Produce consultative analytics and executive‑level recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership
• Collaborate closely with the Compensation team on Advisor compensation strategy and execution
• Mentor and guide junior financial analysts within the group

Director, Finance

• Drive the evolution of our financial operations ecosystem, focusing on regulatory compliance, risk mitigation, and platform resilience.
• Champion architectural innovation, promote standardization, and deliver scalable technology solutions.
• Shape the product roadmap in alignment with business priorities and partner close with engineering and business teams to design, implement, and deploy end-to-end solutions.
• Contribute to enterprise strategy and mentor others in best practices.

Director of Architecture – Financial Platforms

Crypto

• The Director, Digital Asset Strategist will be a part of the intermediary engagement team for the digital asset investment topic and FDAM product support.
• Partner closely with intermediary client teams to drive adoption of digital assets in portfolios through advanced investment conversations.
• Play a meaningful role in shaping how digital assets are integrated into traditional investment frameworks, while also contributing to FDAM’s thought leadership efforts.
• Drive conversations with intermediary investment teams to promote digital asset adoption in adviser portfolios.
• Apply deep understanding of global macro trends, capital markets, and digital asset market structure.
• Collaborate with investment, research, marketing, and data science teams to produce thought leadership.

Director, Digital Asset Strategist

Business Analyst

• As a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization.
• Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective data solutions.
• We work with business practitioners such as Portfolio Managers, Senior Management, and Attribution Analysts in defining analytical approaches to solving business requests.
• Finally, we support our team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.

Principal Business Analyst

Manager

• play a key role in the oversight of the Sarbanes Oxley (SOX) Compliance programs for Fidelity’s alternative and retail funds
• provide support for the SOX 404 risk assessment, overall SOX program governance and continuous improvement across multiple products to ensure compliance with the requirements
• think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk

Senior Manager, Asset Management, SOX Oversight

Risk

• Help enhance and manage the risk core program activities, including defining and executing the technology risk strategy, data program, and working with Technology, Operations and Risk teams to holistically manage technology risk related to Data, and Artificial Intelligence.
• Work closely with the various ETRA Business Unit teams and Centers of Excellence which includes performing proactive risk and control assessments, analyzing and where applicable, driving automation solutions for technology controls and overseeing remediation plans.
• Provide appropriate risk and controls consulting on technology risk and governance activities and engage with Technology teams, Senior leadership, and Internal and External Audit teams.

Data Technology Risk Analyst

• assess business needs
• outline detailed analyses
• compose user stories with explicit descriptions and acceptance criteria
• establish business acceptance testing plans and strategies
• offer solutions for medium to high complexity business needs
• collaborate with a diverse team of team members within Fidelity’s Workplace Consulting Unit’s Digital Solutions Technology teams to reach business goals

Business Analyst – Digital Solutions

• bringing investment-related product and insights content to our clients through highly coordinated go-to-market plans
• planning out and managing the creation of external publications including weekly market commentary
• creating marketing content that promotes our overall thought leadership in clear and compelling ways
• working closely with a dynamic team while personally owning a wide range of projects, from coordinating publication of new content and new web landing zones to developing social media posts

Marketing Manager – Investment Thought Leadership

QA Engineer

• Evaluate third‑party cybersecurity controls to ensure that confidential data and business operations are protected.
• Stay current with cybersecurity best practices and identify risks introduced through vendor technologies, processes, and services.
• Continuously refine your ability to assess risks and vulnerabilities in a rapidly evolving technology landscape.
• Produce clear, thorough documentation for each assessment and ensure tracking through closure.
• Collaborate with peers, sharing expertise and providing guidance as your own capabilities grow.
• Leverage your principal‑level experience to enhance assessment techniques, mentor teammates, and contribute to overall program maturity.

Principal Cybersecurity Tester/Assessor

Client Services Representative

• Join our dedicated OSG Client Services team as a Director, Client Services ensuring exceptional service for financial advisors and institutional clients.
• Your role includes supporting internal business partners, understanding data visualization strategy, and creating and delivering reports to improve operations and strategies.
• You will also lead a team of 3 experienced Business Analyst Consultants as part of this role.

Director, Client Services

Vice President

• leadership and support for a multi-state book of client relationships
• retention, loyalty, satisfaction, and relationship growth of client book of business
• developing and driving business strategy to improve business results
• compliance oversight for all registered representative direct reports
• engagement with internal business leaders for client strategies