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Attorney

• Supporting Compliance and Legal business partners in identifying, monitoring, and mitigating risks in order protect the interests of the firm and our customers.
• Serving as a trusted risk business partner by collaborating across stakeholders to proactively identify and mitigate emerging risks, driving innovative solutions that strengthen capabilities and outcomes.
• Supporting the development and enhancement of risk support across new business areas through engagement with key stakeholders, development of business unit risk profiles, and ongoing risk analysis.
• Continuously assessing the business risk profile while advancing the use of data analytics and digital technologies to enhance risk management activities.

Risk Manager – Compliance and Legal

Operations

• Leading associates, educating, and resolving complex day to day operational issues for Custody clients
• Coordinating and supervising Transaction Service Representatives (TSR) for Westlake Custody
• Responsible for direct TSR management, reporting, overtime needs, scheduling and providing daily coaching
• Addressing high volume ops activity, specialized processing projects and supporting overall process in standard goals

Operations Manager, Client Experience

Risk

• play a key role in protecting Fidelity and its customers
• oversee key risks, business unit policies, and other critical risk management functions
• support continued product growth of Fidelity Digital Assets
• collaborate with business and technology teams along with Compliance and Legal
• facilitate operational risk assessments and issue mitigation/tracking across FDA

Manager, Risk

Director

• Responsible for delivering business consulting and practice management insights to IWMS clients and prospective clients
• Help wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability
• Play a role in delivering consulting services including programs, thought leadership and data-driven insights to wealth management executives and advisors
• Work closely with the sales and relationship management teams, as well as internal business partners
• Contribute to success by driving commercial opportunities while developing relationships across client leadership and with other industry centers of influence

Director, Business Consultant

Client Services Representative

• Main operational contact for benefits administrators, collaborate with service team and partners to deliver contractual commitments
• Partner with Managing Directors and Product Management to implement new products, services, and features
• Work with 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 (e.g., participant, reputational, risk/compliance related)
• Utilize 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

Product Marketing

• Develop and execute marketing plans that differentiate Fidelity’s alternative investments and specialty solutions in the marketplace!
• Drive new product narratives into market across Fidelity intermediary, retail, and institutional channels
• Create messaging and content including 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

• Providing trust services to Fidelity Institutional business partners and individual trust clients across the U.S.
• Responsible for all facets of trust administration and relationship management for assigned clients
• Handling client relationships to maintain client satisfaction and retain business
• Managing a diverse book of business and ensuring account activity aligns with trust document, applicable law, and internal procedures
• Providing estate and tax expertise as necessary
• Thinking strategically and tactically
• Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries

Director, Senior Trust Officer

Call Center Representative

• Act as the technical solution liaison between business, operations, and technology teams
• Ensure business objectives are understood and implemented for contact center platforms
• Collaborate closely with development teams, partners, technology leads, and agile teams
• Ensure successful delivery of program achievements and adherence to product roadmaps
• Make recommendations regarding system functionality
• Translate business requirements into system requirements

Contact Center Operations Manager

• Accountability for advocating for Workplace Investing clients
• Oversee service delivery during critical change for clients
• Inform standards for multi-product servicing governance
• Provide coordination and program management support for multi-product clients
• Mentor teams in a dynamic, client-based environment
• Advise on complex multi-product service situations
• Communicate roles and responsibilities efficiently

Director, Integrated Service Consultant – Retirement Services

Manager

• Manage and lead key initiatives in digital product readiness and shareholder reporting
• Prepare, review, and coordinate financial reports for accuracy and compliance
• Oversee the production of digital asset product financial reports
• Help drive operational efficiencies via automation of reporting processes
• Collaborate with teams to enhance processes and support growing product sets

Manager, Digital Products – Shareholder Reporting

Financial Planning and Analysis

• Deliver flawless presentations and marketing materials for Fixed Income and Global Asset Allocation strategies
• Take responsibility for the full production and on-schedule delivery of presentations
• Compile, aggregate, and articulate fund and index performance
• Ensure accuracy, quality, and consistency across all marketing materials
• Drive continuous process improvement and innovation by finding opportunities to scale workflows

Investment Production Analyst – Asset Management

Backend Engineer

• Lead Workplace Investing in crafting a modern, digital API ecosystem delivering better customer experiences faster
• Assist in coordinating multiple development work streams through integration and ensure architecture is scalable and extensible.
• Define, maintain, and support Java development environment and best practices, such as Maven, Sonar, and other Open-Source tools.
• Assist in identification, isolation, resolution, and communication of problems within the production and nonproduction environment and perform troubleshooting.
• Deliver API Platform capabilities using open-source Envoy, Microgateway, JWT, Key Management, External Identity Mapping, Datadog, Security and many more.
• API design using SwaggerHub to Build, Collaborate and Integrate APIs.
• Create API common framework.
• Migration of existing APIs to Kubernetes/Azure.
• Perform code reviews, unit testing, and integration testing using Open-Source frameworks.
• Provide mentorship to junior team members.
• Contribute to continuous process improvement initiatives.

Principal Software Engineer, Java API Development

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

Procurement

• responsible for setting and driving the enterprise sourcing strategy for Fidelity Investments in collaboration with our internal business partners
• leads end‑to‑end category management across a portfolio of spend
• drives measurable value creation and builds a high‑performing sourcing organization aligned to business priorities
• partners closely with executive stakeholders, finance, legal, risk, and business unit leaders
• ensures sourcing strategies enable growth, manage risk, and optimize total cost of ownership while maintaining strong vendor relationships, accountability and governance
• leads the development and execution of multi‑year category strategies aligned to business objectives, financial targets, and risk tolerance
• drives value creation through cost optimization, demand management, vendor innovation, and commercial excellence
• coordinates complex, high‑value sourcing initiatives including RFPs, negotiations, and vendor transitions

Vice President, Strategic Sourcing

Compliance

• assess the impacts of new products, investment capabilities, and regulatory changes to the AMC operating model.
• build, lead, and support implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity.
• design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.
• lead or support a variety of initiatives with a focus on emerging lines of business, such as digital assets and alternative products.
• build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners.