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<h2>Job Description:</h2>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We're Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<h2>Certifications:</h2>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Fidelity Investments

VP, Branch Leader - Fort Myers, FL

<h2>Job Description:</h2><h2>Planning Consultant</h2>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h2>The Expertise We're Looking For</h2><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Purpose of Your Role</h2>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h2>The Skills You Bring</h2><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h2>Our Investments in You</h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h2>The Value You Deliver</h2><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client's success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Planning Consultant - Birmingham, AL

<h2>Job Description:</h2>The RoleOperations &amp; Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication, and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over the counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is a must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The associate will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing.The Expertise and Skills You Bring<ul><li>2+ years of brokerage operations experience or 5+ years related work experience preferred</li><li>Customer Service experience required</li><li>Alternative Investments experience is a major plus</li><li>Inbound phone experience preferred</li><li>College degree preferred</li><li>You will possess excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best service experience</li><li>You will identify the clients' needs, clarify information, research every issue, and offer the best solutions and/or alternatives available</li><li>Your strong organizational and time-management skills and ability to prioritize decisions in a fast-moving environment</li><li>Your ability to take initiatives to work on adhoc projects when required</li><li>Your ability to work and build strong relationships across different teams within the organization</li><li>Handling inbound phone calls and emails from clients and assisting them with inquiries regarding AI Products</li><li>Identifying clients' needs; clarifying information provided; researching their issues and providing appropriate solutions or alternatives to solve their queries</li><li>Providing clear and concise communication to internal and external business partners</li><li>Creating lifetime relationships and playing a meaningful role in the customer experience</li><li>Processing alternative investment transactions as required</li><li>Tracking and monitoring outstanding issues and providing timely updates to clients</li></ul>The TeamIn the Alternative Investments Service space, you will be an integral part of a dynamic team that handles sophisticated products and provides resolution to queries that come your way via inbound phone calls or emails. As a Service team Associate, be empowered and trained to resolve most issues for our clients and will act as the first point of contact to customers, providing a dedicated and balanced approach by building customer confidence and earning their trust.The base salary range for this position is $39,000-$61,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Senior Representative, Alternative Investments

<h2>Job Description:</h2>Senior Compliance AdvisorThe Role<ul><li>Supporting the operations of the Fidelity Compliance Programs by daily monitoring of trade activities for specific equity, fixed income and alternative funds and accounts to ensure that their investment policy limitations are followed</li><li>Communicating client, regulatory, prospectus, Board, and internal policies to portfolio managers and traders</li><li>Educating portfolio managers and traders on applicable fund/account guidelines and trading policies; and implementing effective mechanisms to provide timely reporting</li><li>Monitoring complex investment strategies</li><li>Providing AMC management with information on current trends and issues recognized during assignments and recommend plans for improvement</li><li>Participating in and leading strategic initiatives within the team and in partnership with various business partners</li></ul>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>.The Expertise and Skills You Bring <ul><li>Bachelor's degree in a business discipline (finance, general business or economics) preferred</li><li>Comfortable with pre-trade compliance and/or order-management technology</li><li>Experience in financial services industry</li><li>Deep experience in the industry, preferably in the area of investment compliance, investment support, or investment operations</li><li>Excellent communication skills, when needed to present on investment compliance topics and to senior investment professionals</li><li>Strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail</li><li>Valued teammate with good interpersonal skills and like to work collaboratively across functions</li><li>Able to identify key opportunities for improvements in process through technology solutions</li></ul>The TeamAsset Management Compliance ('AMC') works closely with Fidelity's investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are focused on delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.The Investment Compliance Monitoring Team, within AMC, is responsible for proactively reducing the risk of trade error and portfolio compliance violations through real time and post trade compliance monitoring with client, regulatory and internal policy limitations. This team is the first point of contact for investment professionals seeking advice related to their portfolios' state of compliance. Investment compliance support spans across all product types.Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Senior Advisor, Portfolio Compliance Monitoring—Equity

<h2>Job Description:</h2><h2>Wealth Planner</h2>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h2>The Expertise We're Looking For</h2><ul><li>Bachelor's Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h2>The Purpose of Your Role</h2>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h2>The Skills You Bring</h2><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h2>The Value You Deliver</h2>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h2>How Your Work Impacts the Organization</h2>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h2>Certifications:</h2>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Wealth Planner - Virginia Beach, VA

<h2>Job Description:</h2><h2>Relationship Manager</h2>As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h2>The Expertise We're Looking For</h2><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Purpose of Your Role</h2>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind.<h2>The Skills You Bring</h2><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h2>Our Investments in You</h2><h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h2><h2>The Value You Deliver</h2><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Relationship Manager - Alexandria, VA

<h2>Job Description:</h2><h2>Financial Consultant</h2>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h2>The Purpose of Your Role</h2>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h2>The Expertise We're Looking For</h2><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Skills You Bring</h2><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h2>Our Investments in You</h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h2>The Value You Deliver</h2><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Financial Consultant - Carmel, IN

<h2>Job Description:</h2><h2>Director Quant Software Engineering, Derivatives</h2>The Role<h2>As a Director of Quant Software engineering, Derivatives, you will be a part of Quantitative Research and Investments Technology organization and will play a key role in defining and developing derivatives and other quantitative technology products to solve research problems for investment professionals and senior management executives leading strategic Quantitative research initiatives. You will be a part of a small team building a new derivatives application allowing valuing and managing complex derivatives contracts. You will distill abstract research-oriented problems to technology solutions and execute them quickly. You will work closely with senior executives, portfolio managers, analysts and researchers to deeply understand experimentation methodology and enable faster, better experiments using technology solutions. You will be collaborating with other technology team members in a dynamic and fast-paced environment. You will build scalable, reliable and highly available technology solutions based on engineering best practices in areas such as portfolio construction, risk management, and alpha research.</h2><h2>The Expertise &amp; Skills You Bring</h2><ul><li>Degree in a computational field such as Computer Science</li><li>10+ years' hands on experience with software engineering</li><li>Practical experience developing applications for asset management or global capital markets</li><li>Knowledge of derivatives for at least one asset class (interest rate, credit, equity, or FX)</li><li>Development experience using Java &amp; Python (Design, Develop, Test, Debug, Deploy)</li><li>Object Oriented development experience, ideally with Java &amp; Python</li><li>Experience working with SQL and PL/SQL on Database (Oracle, Snowflake)</li><li>Exposure to test automation frameworks (unit &amp; integration)</li><li>Experience with RESTful APIs</li><li>Experience with UI development with Angular is a plus</li><li>AWS cloud environment and understanding of CI/CD &amp; DevOps</li><li>Experience using agile development practices.</li><li>Experience with numerical-analysis software libraries is a plus.</li><li>Focus on delivering customer value in a challenging environment.</li><li>Understand and adapt to changing business priorities.</li><li>Strong knowledge of technology trends in implementing business application</li></ul><h2>The Team</h2>Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research &amp; Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering &amp; maintaining solutions for Quant Research team.<h2>Company Overview</h2>At Fidelity, we are enthusiastic about making our financial expertise accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Director, Quant Development

<h2>Job Description:</h2>The Role Be a part of a team that makes it possible for millions of customers to interact simply and safely with Fidelity digitally. This is a key leadership role in the newly formed Identity group. We are looking for a leader who will help drive forward the mission of enhancing customers' trust in Fidelity while deepening relationships with our current customers and attracting new customers. This role will play a critical part in scaling our experiences and platforms for customer identification and risk management. As a Squad Leader, you will partner with Chapter Leaders to deliver enterprise experiences and capabilities in alignment with the Identity teams' objectives. You will lead a scrum team(s) to execute and maintain features and experiences as part of a group that spans Sign Up, Identity and Risk platform teams as part of an integrated roadmap. The ability to interface with engineering and product leadership, user research, UX design and customer insights to understand customer needs is key. The role reports to the Group Squad Leader (GSL), Identity. The Expertise and Skills You Bring We are looking for a seasoned product management leader with over 7 years of experience delivering technology solutions and 3+ years of product management or related experience. Proven leadership skills and demonstrated ability to lead projects with emerging technology and products in the early strategy and design stage is a must. Given the critical nature and high sensitivity of this work, integrity and accountability are crucial. Demonstrated understanding of security best practices and industry standards will be beneficial. An aptitude for understanding those standards and the curiosity to continually learn is essential. Technical Experience/Skills * Experience supporting high-volume, mission-critical applications * Experience working within an Agile framework Product Leader Experience/Skills * Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high performing teams * Customer focused approach to understanding customer needs, translate strategic objectives into action, making decisions, and prioritize to improve value delivered * Ability to break requirements into clear and concise agile tasks with well-defined business value and acceptance criteria and optimally communicate * Establish and maintain positive relationships as you work closely across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach * Intellectually curious and model a culture of continuous learning, mentoring, and coaching The Team The team sits within the Digital Products domain as part of the Fidelity Brokerage business unit. Digital Products' priority is to drive our digital business by optimizing channels and delivering core capabilities in support of attracting and deepening relationships with our self-directed customers. The Digital Security team's priority is to build and maintain trust with our customers. Trust with our digital experiences unlocks the ability for customer growth and fosters deeper customer relationships. Our team's vision is to make it easy for customers to identify themselves securely and easily, so they can engage digitally and make progress towards their financial future. <h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Squad Leader, Identity (Fidelity Brokerage) / Product Manager

<h2>Job Description:</h2>Principal System Analyst The RoleAs a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and technical expertise with a passion for delivering results. You are the end-to-end gatekeeper of the team mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable team members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role. This position can be located in Merrimack NH, Boston MA ,Smithfield, RI and Jersey City- NJ The Expertise You Have<ul><li>Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field; CFA / CFP designation or post-graduate degree in finance or a related field a plus </li></ul><ul><li>6+ years of experience in end-to-end technology solution delivery </li></ul><ul><li>Experience designing, developing, and maintaining dynamic products and solutions. </li></ul><ul><li>Financial services experience, preferred. </li></ul><ul><li>Jira and Jira Align experience preferred. </li></ul><ul><li>Experience in Asset Management industry is preferred. </li></ul>The Value You Deliver <ul><li>Defining, refining, and communicating the teams' mission and roadmap to motivate and establish team and partner support and alignment. </li></ul><ul><li>Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team </li></ul><ul><li>Defining, evaluating, and communicating results against acceptance criteria </li></ul><ul><li>Inspecting and evaluating progress, and removing impediments </li></ul><ul><li>Measuring performance against established objectives that deliver on agreed upon business, technology, and people results </li></ul><ul><li>Collaborating and coordinating with Technical Leads and Scrum Masters to build team capacity and capability and enabling team member growth, development, and learning. </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </li></ul><ul><li>Scaled up ideas which would further business objectives and capabilities </li></ul>The Team You work in partnership with the Quantitative Research Investments stakeholders, other Squad Leaders, Scrum Master, and Technology Leaders aligned to your team. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture. The Skills You Bring <ul><li>Take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered </li></ul><ul><li>Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these </li></ul><ul><li>Have deep understanding of the industry landscape around Quant research space with focus on creative solutioning mindset to build quantitative investing platforms </li></ul><ul><li>Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams </li></ul><ul><li>Continuously improve and encourage an agile way of working </li></ul><ul><li>Establish and maintain unquestioning relationships as you work multi-functionally across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach </li></ul><ul><li>Intellectually curious and model a culture of continuous learning, mentoring, and coaching </li></ul><ul><li>Committed to developing a balance of technology and non-technology skills to fully appreciate the broad needs of our customers </li></ul><ul><li>Proven experience with minimum viable product definition and product backlog management </li></ul><ul><li>Adept at detecting scope changes and raising issues </li></ul> Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made. <h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

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