Fidelity Investments

Financial Planning and Analysis

• The FI Organization is seeking an Alts Investment Product Strategist with proven subject matter expertise in capital markets, alternative products, and the competitive landscape.
• The strategist is the primary client facing interface to our advisor clients and should therefore be able to clearly articulate Fidelity’s POV and how it could translate into portfolio positioning.
• The strategist will work alongside field wholesalers to generate strong sales lift from our clients and prospects.
• Lastly, the candidate will collaborate with asset and product management resources to influence our product roadmap, develop messaging, and core content to support the asset class.

Vice President, Alternative Investment Strategist

Full-stack Engineer

• You will play a leading role in the agile development of the web applications used by thousands of Investment Professionals to deliver comprehensive brokerage solutions to their customers.
• 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 – Trading

Manager

• supports and executes Entity Change events for advisors operating on the Fidelity RIA platform
• focuses on Mergers and Acquisitions involving existing advisors or RIAs in the onboarding process
• supports ongoing maintenance events, including Name and Ownership Changes
• consolidates business structures under the receiving RIA’s internal records
• ensures accurate updates to RIA names and related attributes across the platform
• conducts detailed analyses of each RIA’s business model, operational dependencies, and product configurations
• translates requirements into precise, targeted tasks to implement necessary changes
• manages events of varying size, complexity, and scope
• partners closely with internal stakeholders to coordinate activities, ensure alignment, and drive timely execution

Vice President, Alternative Investment Strategist

Principal Full Stack Engineer – Trading

Manager, Business Analysis – Wealth Client Experience