Fidelity Investments

Systems Engineer

• Conduct feasibility analysis, plan project deliveries, execute them to completion and provide post go-live warranty.
• Build integration products and manage external client implementations for the Workplace Solutions Data-In area.
• Play a key role in the analysis, solutioning and implementation of Fidelity domain APIs and externalizing them for clients.
• Collaborate closely with business and technology partners.

Systems Analyst, AI, Dev Assist Tools, SQL, Python

Full-stack Engineer

• Develop next-generation technology that directly impacts how our customers accomplish their philanthropic goals
• Help take Fidelity Charitable applications to the next level of evolution
• Require hands-on software development, cross-team collaboration with a diverse and co-located engineering team
• Visualize customer issues as drivers for internal change

Software Engineer

Financial Planning and Analysis

• Collaborate and deliver top quality scalable systems solutions
• Serve as a Technical Lead working closely with Tech Lead, Product Owners, and Architects
• Define and implement technical strategies and design solutions
• Design and build high-quality solutions that align with the technology blueprint and standard development processes
• Collaborate closely with architects to solve complex business challenges
• Contribute significantly to design strategies and development efforts to ensure quality outcomes
• Translate divisional initiatives into effective software solutions
• Develop sophisticated or multi-component applications and evaluate alternative approaches
• Analyze and recommend improvements to development policies, procedures, standards, and strategies

Principal Full Stack Engineer – Alternative Investments

Project Manager

• Lead Fidelity’s conversion team responsible for the transition of 401(k) plans
• Manage projects that convert Fidelity 401(k) new sales into clients
• Identify service integration issues and develop solutions
• Present project status and deliverables to internal and external partners
• Negotiate with business partners to determine satisfactory solutions
• Identify potential risk items in the conversion process and raise appropriately

Implementation Project Manager

Accountant

• Reconcile banking transactions and prepare journal entries in accordance with US GAAP
• Calculate and assist with capital calls, distributions, and investor allocations.
• Track portfolio investments and cash activity.
• Support preparation for quarterly and annual financial reporting, including schedules and support for footnotes.
• Assist with audit and tax results, including preparation of support for K-1 reporting and results.
• Support client service team by preparing accurate and timely results.
• Maintain fund and investor data within fund administration systems.
• Coordinate internally to ensure deadlines and client expectations are met.
• Escalate issues and questions appropriately to senior team members.

Fund Accountant – VC Fund Administration

Director

• The Director, Process Strategy & Enablement plays a pivotal role in driving high-impact cross-functional process improvements across Asset Management.
• Cultivating a deep understanding of user needs, providing thematic and strategic insights, developing actionable solutions, and providing organizational change support.
• Develop connections with business partners to understand their needs.
• Conduct stakeholder interviews and synthesize findings into actionable insights.
• Distill complex information into executive-level updates.
• Encourage creative thinking and challenge assumptions.
• Develop mock-ups, process maps, and prototypes.
• Iterate solutions based on user feedback.
• Prepare and present recommendations for executives and end users.
• Design and socialize implementation plans to build consensus.
• Provide guidance and support through the change process.
• Refine solutions based on real time user feedback.
• Lead or contribute to cross-functional teams.
• Mentor junior team members and foster a collaborative environment.

Director, Process Strategy – Enablement

Risk

• Support day-to-day execution of data governance initiatives across domains including data ownership, stewardship, data quality, metadata, and standards
• Assist in documenting governance policies, standards, procedures, and operating models
• Partner with data owners, stewards, analysts, and technology teams to capture requirements, decisions, and action items
• Contribute to consistent execution and follow-through across enterprise data governance efforts
• Support alignment across governance, data management, and enablement teams to promote consistent practices
• Assist in socializing governance standards, tools, and best practices across the organization
• Identify and help drive improvements in documentation, workflows, reporting, and coordination processes
• Continuously learn and apply enterprise data governance concepts to build foundational expertise
• Assist in preparing status updates, dashboards, and leadership readouts
• Synthesize inputs from multiple teams into clear, consistent summaries
• Maintain visibility into workstream progress to support informed decision-making
• Support preparation of leadership and steering committee materials
• Improve visibility and coordination through organized communication, documentation, and reporting.

Data Governance Analyst

Product Manager

• Validate and articulate clear product requirements
• Research project topics through regulations, competitive landscape, and other subject matter to inform product definition
• Define features and create product specification documentation
• Draft or review product content for accuracy and comprehension
• Conduct product acceptance testing and validation
• Document and demonstrate product features for training and knowledge sharing
• Communicate release information to sales, marketing and support teams

Associate Product Manager

Vice President

• Define and drive a unified data vision across Corporate Services.
• Establish and lead a robust data governance program and operating model.
• Lead and develop a core team of data strategy and governance professionals.
• Lead a cross-cutting data horizonal focused on data excellence.
• Oversee key data initiatives and projects, ensuring effective delivery.
• Define KPIs and success metrics to measure the impact of data initiatives.
• Reinforce the foundations to enable advanced analytics and AI/ML use-cases in partnership with EDAI.
• Collaborate across the business domains to drive data interoperability and sharing.
• Engage stakeholders to drive a culture of data-driven decision making.

Vice President, Corporate Services Data Strategy

Operations

• Ensure all contributions, grants, and money movement transactions are accounted for and accurately recorded
• Lead a team of at least 8 associates in Texas or Salt Lake City
• Design and generate reports to measure and communicate the team’s progress against KPIs/metrics
• Serve as the initial point of escalation for service issues
• Continually evaluate work distribution and performance
• Deliver complex analysis and advice to senior management
• Lead quality and timely work to meet donor and non-profit organization needs

Senior Operations Manager

• Design and deliver modern web applications and the automation pipelines that ship them
• Gain understanding of all the components of the technology stack including Azure, databases, and related enterprise platforms
• Work closely with team members to deliver solutions
• Bridge traditional application development with modern platform-based solutions
• Take ownership of designing and implementing CI/CD processes
• Provide guidance and mentoring to other Developers

Principal Full Stack Software Engineer

Data Analyst

• Analyze Snowflake, cloud, and data platform billing data to identify spend drivers, usage trends, and cost optimization opportunities
• Build, maintain, and interpret dashboards, KPIs, and reporting that enable cost transparency, showback, and future chargeback
• Partner with engineering and product teams to explain cost variance, validate optimization recommendations, and support architectural trade-off decisions
• Support financial planning activities, including forecasting, budgeting, and variance analysis, in close alignment with Finance
• Contribute to cloud and platform cost governance by monitoring utilization, identifying risks, and tracking savings initiatives
• Produce clear, credible insights and narratives that enable informed cost decisions across technical and financial audiences
• Support ongoing improvement of FinOps processes, tooling, and data quality
• Participate in recurring reviews of spend, trends, and investment priorities with cross-functional stakeholders

FinOps Data Analyst – Cost Insight, Business Alignment

Client Services Representative

• As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.
• Partner with Managing Directors and Product Management to implement new products, services, and features.
• Work closely will specialized operational groups to implement plan provisions, problem solve issues, and deliver outstanding service.
• Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.
• Manage plan administration to perform to standards and performance guarantees.
• Raise and participate in the resolution of service issues appropriately within the organization.
• Utilize deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management.
• Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates.

Manager, Client Service Operations

• Guide a team in the expansion of the Fixed Income Trading platform
• Collaborate with trading desks, compliance, clients and leadership
• Prioritize product feature backlog to deliver best in class execution
• Enable the team to innovate and experiment while balancing risk and reward

Director, Fixed Income Electronic Trading Product

• key impact on the branch atmosphere as the official face of Fidelity
• inspire client dedication and engagement to develop long-lasting relationships
• rewarding interactions with clients as subject matter specialist
• partner and contribute to branch success by identifying opportunities
• technology champion for the branch, an early adopter of technology