Fidelity Investments

Product Manager

• Engage in data/information gathering and analysis to inform product strategy and product development activities
• Create thoughtful, compelling business cases for new product ideas that identify user personas, high level requirements, revenue opportunity, and business economics
• Lead product lifecycle process design and requirements definition to deliver on Custom SMA product roadmap
• Provide overall Custom SMA product management support and drive resolution of client experience issues, business risks and process impediments
• Resource for SMA subject matter expertise and product oversight, product policies, and business acceptance
• Liaison to distribution partners to gather feedback and provide support for an enhanced client experience
• Communicate investment philosophy, process, resources and results to internal partners and will work closely with product professionals across Fidelity's distribution channels to support product positioning, product marketing, and product development

Director, Custom SMA Product Manager

Risk

• accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements
• lead targeted assessments and make decisions on the design and/or effectiveness of the related control environment
• strong focus on Alternative Products (e.g., private markets, liquid and multi-asset alternatives, and digital assets)
• lead the development of executive presentations and delivery of readouts to senior audiences
• work closely with business partners specifically to assess areas of risk and support the department’s goals
• manage multiple projects and deliver high-quality work

Director, Asset Management Risk

Full-stack Engineer

• Collaborate and deliver top quality scalable systems solutions
• Serve as a Technical Lead working closely with the Tech Lead, Product Owners, and Architects
• Define and implement technical strategies and design solutions
• Responsible for designing and building high-quality solutions that align with the technology blueprint
• Collaborate closely with architects to solve complex business challenges
• Contribute significantly to design strategies and development efforts to ensure quality outcomes
• Leverage business knowledge to 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

Actuary

• Provide advice to clients regarding their benefit programs with an initial emphasis in defined benefit plans
• Develop financial, business, and consultative skills
• Focus on annual pension actuarial valuations to determine cash and accounting requirements
• Support merger and acquisition transactions as they impact corporate benefit programs
• Assist clients optimally manage their employee benefits programs from a financial, compliance, and communications perspective
• Design custom micro sites for a wide range of corporate compensation and benefits needs

Undergraduate Full-Time – Actuarial Associate, Workplace Consulting

Account Manager

• Providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client
• Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to clients
• Delivering customized service to clients seeking a personalized high-touch relationship
• Documenting and communicating strategy discussions and implementation
• Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
• Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews
• Identifying opportunities for asset consolidation and/or High Net Worth product development

Senior Relationship Manager, Wealth Management

Architect

• Work with business and technology leadership to define interim and target architectures, roadmaps, and blueprints
• Design, test, and implement technology solutions in an agile (scrum) environment
• Mentor engineers throughout the process using architecture standards and guidelines
• Collaborate with product and engineering teams to champion innovation and drive standardization
• Contribute to product road maps and influence business vision

Director, Architecture

Financial Planning and Analysis

• Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments
• Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices
• Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls
• Engage with regulators and industry advocacy groups, contributing to Fidelity’s Regulatory Coordination Program and shaping responses to proposals and rules
• Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments

Senior Manager, Asset Management – Financial Reporting, Accounting & Regulatory Policy

Technical Project Manager

• As an IT Project Manager, optimize the delivery of high value products and services to customers
• Work directly on dedicated squads to implement and improve agile practices
• Foster collaboration and drive continuous improvement
• Advise on process to optimize flow and expedite delivery of value by the squad(s)
• Optimize delivery of complex initiatives by advising on scaling techniques and lead dependency management
• Enable teams to release with confidence and support positive client experience
• Develop a clear understanding of the products/services owned by the squad to align work with business strategy
• Ensure the team’s data is correct, complete, and compliant for data-driven decisions
• Achieve proficiency in the use of Fidelity tools and encourage/teach others on trends for decision-making purposes
• Manage relationships with dependent partners and align needed activities

IT Project Manager – Managed Discretionary Solutions

Operations

• Ensure quality standards are enforced, met and compliant with regulatory mandates
• Apply department call model, policies, and procedures to evaluate interactions
• Critical thinking and ability to analyze data for trends
• Comply with all policies and procedures related to all aspects of TA Operations
• Ensure all key daily duties are performed timely and accurately
• Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
• Assist management in coaching and training of associates as needed
• Other duties as assigned by management

Associate, Transfer Agent Operations

Project Manager

• Supporting workstreams and sub-streams within this large, complex program
• Driving the program’s execution
• Uncovering and resolving roadblocks and execution challenges
• Facilitating effective planning
• Coordinating release plans
• Active management of dependencies, risks, and impediments
• Facilitating discussions to achieve commitments and outcomes
• Collaborating across multiple levels of the organization

Director, IT Project Management

• Develop, test, deploy, maintain and improve record keeping applications
• Accountable for all the deliveries of the engineering team
• Participate in application-level architecture
• Responsible for QA readiness of software deliverables
• Collaborate with internal stakeholders across Fidelity

Senior Full Stack Engineer

• Building the technology and architecture of world class end-to-end systems
• Collaborate with a growing engineering team
• Ensuring proposed solutions are feasible and translate requirements to actionable items for development

Frontend Engineer

• be hands-on in the developing, testing, delivery, and support of the user experience and frontend technology that drives the Fidelity Private Shares platform
• work closely with technical leads and product managers to support our customers and inform the product
• research and develop new growth opportunities to expand on the strengths of the core technology

Frontend Software Engineer

Compliance

• provide compliance leadership and counsel on regulatory and compliance requirements related to the Fidelity Brokerage Services (FBS) broker-dealer
• support a diverse variety of products and service initiatives with focus on payment capabilities and cash management features
• provide consultation and advice on broker-dealer products and services offerings to help the business achieve regulatory compliance
• design and develop compliance solutions and controls and document policies and procedures to mitigate risk to the broker-dealer

Compliance Director, Cash Management – Payments

• Support daily operations that keep our funds accurate and timely
• Validate key components of mutual fund NAVs
• Complete reconciliations and review daily/monthly reports
• Research fund impacts and communicate results
• Help resolve issues quickly and accurately
• Contribute to projects, Agile initiatives, and process improvements
• Assist with new fund setups and operational readiness

Director, Custom SMA Product Manager

Director, Asset Management Risk

Principal Full Stack Engineer

Undergraduate Full-Time – Actuarial Associate, Workplace Consulting

Senior Relationship Manager, Wealth Management

Director, Architecture

Senior Manager, Asset Management – Financial Reporting, Accounting & Regulatory Policy

IT Project Manager – Managed Discretionary Solutions

Associate, Transfer Agent Operations

Director, IT Project Management

Senior Full Stack Engineer

Senior Full Stack Engineer

Frontend Software Engineer

Compliance Director, Cash Management – Payments

Fund Operations Analyst