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<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>The base salary range for this position is $60,000 - $100,000 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.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.<h2>Certifications:</h2>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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

Planning Consultant - Rockville, MD

<h2>Job Description:</h2>The roleAs a Director of Data Architecture in Digital Foundation Architecture, you collaborate and build positive relationships with business leads and technology product teams across business units, driving our data architectures and technology patterns for key, investment oriented, data management business capabilities. You blend deep expertise and experience in engineering, technical design, systems, solutions focused on the server side, and database management with a passion for coaching and mentoring engineering associates.You will bring industry standard methodologies, perform research on industry trends and lead tool evaluation efforts including POC In an agile structure, you will partner with other Fidelity business, architecture, and product leaders to establish the standards for your area and influence the strategic decisions, solution development and work priorities, based on your expertise and experience.We seek a hard-working leader that can influence engineers and product leaders, a collaborator with Data Architecture expertise who is willing to learn fast, adapt well to changing requirements and work with multi-functional teams to deliver governed common data management capabilities.Successful candidates would possess the following:<ul><li>Depth of knowledge in architecture and an ability to translate business objectives into technology solutions. Experience in a wide array of architecture patterns including architecting highly performant database systems, event-driven architectures, APIs, data architecture and security architectures. Knowledge of cloud architecture patterns, and the cloud platforms, especially AWS is desired. Experience in delivering architecture artifacts and planning activities, communication materials and status updates.</li><li>Deep technical foundation: Drives the data architecture technology vision to support the next generation of investment data platform. Knowledge of the financial industry and data management concepts is a plus.</li><li>Passionate about technology and applying it to solve intricate challenges. Proactively investigate, proves out and incorporates new technologies and capabilities, staying ahead of business and product team needs. Learn Fidelity's Cloud, Security and Data Privacy policies and guidelines and governance process and ensure alignment of these initiatives.</li><li>Demonstrated ability in defining new and/or evolving existing data strategies; aligning with enterprise direction, collaborating with, and influencing others to gain consensus on and adopt and implement accordingly. Defines patterns and standards for data platforms, design, engineering, and development.</li><li>Collaborate with architect communities across Fidelity Data Architecture and in cross business unit working teams at the enterprise level. Ability to proactively seek out, collaborate and establish relationships with critical partners to ensure integration, coordination &amp; execution of work.</li></ul>The Expertise and Skills You Bring<ul><li>Passion for working with leading cloud-based data technologies, ETL/ELT tools, and analytic solutions to provide innovative and well architected solutions.</li><li>Business and technical curiosity, working with others to cultivate ideas and produce creative solutions to difficult problems while making sensible choices balancing design and delivery.</li><li>Proficiency at understanding enterprise data architecture concepts, data modeling, lineage, data governance and design techniques.</li><li>Expert knowledge and experience in one or more relation database platforms (Oracle, Postgres, Snowflake), Graph databases (Neo4J), and NoSQL database platforms.</li><li>Significant experience working in sophisticated data environments in an engineering, design, and architecture capacity; including enterprise warehouses, marts, operational stores, and data lakes.</li><li>Experience in collaborating with data engineering &amp; database administrators.</li><li>Well-grounded knowledge of engineering and continuous delivery practices</li><li>Demonstrated ability to mentor, influence and partner with engineering, and product teams to deliver scalable robust data solutions.</li><li>Leads, mentors, and provides design and architecture for delivery and DBA teams.</li><li>Hands on experience Snowflake, PostgreSQL, NoSQL platforms is a plus.</li><li>Solid experience in driving Automation, Data Quality Security and Governance practices.</li><li>Current on event processing, Data API and recent emerging data technologies.</li><li>A strong influencer who can integrate effectively into the culture, combining facilitation skills with a results' orientation to deliver excellence and execution.</li><li>Demonstrated organizational savvy and maturity, for working effectively across different organizational units and business groups.</li><li>Good interpersonal and communication skills</li><li>Experienced ability to evaluate, prototype and recommend emerging Cloud data technologies and platforms from open source or vendors.</li></ul><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, Data Architecture

<h2>Job Description:</h2>The RoleAre you interested in leading both people and process on a developing operational team? Do you have a strong knowledge of financial reporting requirements for private partnerships following investment company GAAP? The Director, Alts Shareholder Reporting, Financial Statements Production role manages a team that delivers accurate, timely financial reports required for investors across a growing number of products with diverse structures, asset classes and investment strategies. The role will ensure Fidelity's regulatory filings, including 34Act and 40Act public company and offshore reporting, are accurate, timely and adhere to GAAP and other relevant accounting standards. Your functional and technical area expertise will help you to lead and influence the team, resolve production issues, and implement process improvements aimed at increasing efficiency and quality. You will engage closely with the alternative accounting team and the products' external auditors in overseeing the annual financials and audit cycle. You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in Asset Management including relevant investment divisions, the Treasurer's Office and Compliance, Risk &amp; Business Operations.The Expertise and Skills You Bring<ul><li>Bachelor's degree or equivalent with 10+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on financial reporting.</li><li>Proven track record of team building, people management skills (hiring, training, motivating, managing performance).</li><li>Advanced technical knowledge of alternative investment classes (e.g., direct loans, real estate, digital currency, fund-of-funds) as well as relevant accounting and reporting standards (US GAAP).</li><li>Working knowledge of risk frameworks and ability to design and oversee processes that ensure a strong control environment.</li><li>Ability to work with all levels of management and make high impact decisions quickly and accurately.</li></ul><ul><li>Strong understanding of workflows and requirements of internal and external business partners and system applications.</li><li>Innovation attitude - ability to identify and drive forward new ways to improve current processes.</li><li>Excellent written and verbal communications skills and strong presentation capability.</li><li>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)</li><li>Advanced excel skills and experience developing light automation solutions for financial reporting preferred.</li><li> CPA or MBA preferred.</li></ul>The TeamIn Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!<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, Alts Shareholder Reporting, Financial Statements Production

<h2>Job Description:</h2>As a Director of Compensation at Fidelity, you will lead compensation initiatives and programs, and work in partnership with the HR team to design, deliver and advise on solutions that meet the short and long-term needs of a diverse suite of Fidelity’s business and support groups.The Director of Compensation is a subject matter expert within Fidelity’s Workplace Investing HR team, working closely with HR partners and senior leaders to provide the consulting and leadership required to deliver pay programs and solutions in support of overall business objectives. You will contribute to and benefit from Fidelity’s broader compensation community where we shape the future of compensation and continuously develop, improve and share our strategies and resources that benefit our businesses, leaders and associates in achieving their goals.The TeamFidelity’s Workplace Investing business is the market-leading provider of retirement, investment and benefits solutions for more than 23,000 companies and their 40 million employees. The Human Resources team consists of associates who work in Line HR, Talent Acquisition, Talent Management, Learning &amp; Development, HR Operations, Compensation, Communications, Finance and Workforce Analytics. We are key business partners to our colleagues within the business units to develop and implement HR and learning programs and strategies. We also partner closely with enterprise HR teams to deploy and support central programs and initiatives.The Expertise You Have<ul><li>Bachelors or equivalent; 8+ years of experience in compensation/sales compensation. 2+ sales compensation experience preferred. Experience supporting Tech and/or Agile organizations preferred.</li></ul>The Skills You Bring<ul><li>You have designed, developed and managed a variety of compensation programs and processes including base salary, variable pay programs, sales compensation, compensation strategy and competitive pay analysis</li><li>You are an expert with the full spectrum of approaches and tools used for compensation-related market research, modeling and analysis</li><li>You have deep analytical skills with an ability to break down complex questions / data into well-structured analyses, and synthesize key points</li><li>You effectively manage concurrent programs, processes and initiatives collaborating with and influencing a wide range of stakeholders, and have a proven ability to think end-to-end about the work to be implemented</li><li>You have expertise with Microsoft Excel analysis and experience with various HR database applications</li><li>You have the expertise, confidence and skill to develop and deliver formal and informal reports, presentations and communications to executive audiences</li><li>You are passionate about building consultative partnerships with HR, Finance and senior business leaders</li><li>You enjoy working on initiatives and programs that often extend beyond the local team and business unit</li></ul>The Value You DeliverClient Support/Relationship Management: Provide consultation, coaching and sophisticated advice to Line HR and senior business leaders on complex compensation issues. Conduct analysis to address compensation issues, projects or initiatives. Complete pay recommendations for executive offers and make offers. Participate in the design &amp; delivery of manager and HR training to increase the understanding of our compensation philosophy, strategies, programs and decisions.Workforce Analytics: Work closely with HR partners to better integrate HR data and analytics in support of workforce plans and business practices. Develop impactful data visualizations for HR partners and leaders to enable better insights and decisions.Program Design: Partner with Finance/Variable Compensation teams to design and develop sales incentive plans, and support formal plan governance and oversight activities. Represent the voice of the customer in the design of enterprise-wide pay programs and lead the design for client pay programs.Cycle Management: Serve as the primary contact for Line HR for annual cycle administration activities. Inform, manage and measure operational cycle components. Provide issue resolution, support reporting and analysis.Collaborate with Enterprise Compensation to establish shared reporting requirements. Work in close partnership with Line HR and Finance/Variable Comp teams to support variable semi-annual bonus cycles.Market Data Management: Act as SME on surveys, data and tools. Lead competitive assessments using market analysis, including defining the peer groups and formulating recommendations and presenting to management. Coordinate job matching process, review data when surveys are complete and analyze market survey data trends.Company OverviewAt 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 associate 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>.

Director, Compensation

<h2>Job Description:</h2>Do you want to join a collaborative environment where ideas flourish and innovation thrives? Are you interested in using innovate technology and user-centric design to help transform the way business units work at Fidelity?As a full-stack engineer within Fidelity Enterprise Technology, you'll be a member of an Agile scrum team responsible for working across the firm. As full-stack engineers, we pride ourselves on having a thirst for continued learning, a team-first attitude, and a focus on delivering value to the organization.We work with peers and leaders, looking into their future roadmaps and leaning in with expertise to help them design and craft a sophisticated and intuitive desktop platform used by Fidelity's front-line associates to assist millions of customers with financial planning, investing, and retirement solutions.This role will provide you with opportunities to expand upon your knowledge and abilities. In turn, Fidelity will tap into your expertise to better help our business partners meet their goals.<h2>The Expertise and Skills You Bring</h2><ul><li>Hands-on experience in Java, Python, JavaScript and experienced in developing APIs and micro-services.</li><li>Demonstrated experience with Docker/Kubernetes and container-based development and deployment practices.</li><li>Experience with CI/CD pipelines and using uDeploy and similar tools.</li><li>Understanding of modern data architecture, experience with NoSQL (MongoDB, DynamoDB, etc) a plus.</li><li>Hands-on Azure / AWS experience including certifications, training. Working with Event Driven Architecture -- Kafka, Webhooks</li><li>Expertise with Agile (Scrum, Kanban) delivery and software design, development, test and operational automation.</li><li>Understanding of enterprise-scale platform architecture including high availability and business continuity.</li><li>Demonstrated experience in designing, developing, testing, and supporting contact center or similar products.</li><li>Ability to trouble-shoot complex data issues across the e2e technology stack.</li><li>Test Driven Development -- JUnit, Jasmine, Karma, Protractor, Jest, etc.</li><li>Ability to work independently and professionally in high pressure/visibility situations within tight timeframes.</li><li>Self-starter, curious, collaborative, innovative, eager to learn, and mentor others every day.</li><li>8+ years hands-on experience as a software engineer.</li><li>Bachelor's degree in Computer Science or equivalent experience.</li></ul><h2>The Team's Mission</h2>We empower business units with an integrated, initiatives and unified desktop platform to improve efficiency, champion collaboration, cultivate innovation, and drive a faster time to market at lower cost.<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>.

Principal, Full Stack Engineer

<h2>Job Description:</h2><h2>Financial Representative</h2>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h2>The Expertise We're Looking For</h2><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h2>The Skills You Bring</h2><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity's most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 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.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.<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 Representative - Sacramento, CA

<h2>Job Description:</h2><h2>Director Data Modeler</h2>The RoleAs the Director Data Modeler supporting Workplace Investments (WI), you blend deep data modeling knowledge and Data Architecture experience to build Data Models for multiple Key initiatives. In an agile structure you will collaborate with other leaders to establish the standards for your CoE, influence the strategic decisions and build solutions to help scale our business. You will lead and guide a team of data modelers who primarily work within autonomous squads across product areas. You are committed to staying hands-on, developing your own expertise and knowledge to bring the latest thinking to your role and to empower others with that knowledge. You will work closely with the business and technical teams and build or assist in the creation of scalable, flexible, and well detailed data models that will improve the WI product offerings and speed time to market. You will help to drive conformance to the WI data strategy and Enterprise Data Taxonomy. You are a thought-leader and build presentations for technical and non-technical audiences.<h2>The Expertise and Skills You Bring</h2><ul><li>Strong Data modeling (Conceptual, Logical, Physical, 3nF, Dimensional) at both a project and enterprise level</li><li>Dimensional Modeling with experience in crafting conformed dimensions that can be used across Business Units.</li><li>Knowledge of Data Modeling Tools such as Powerdesigner, Oracle Designer or Erwin</li><li>Understanding of principles and industry standards around Data Architecture</li><li>Experience working with Data Engineering and Data Analytics teams</li><li>Experience in Data Analytics and ability to write SQL to query data</li><li>Solid grasp of Database technologies (DB2, Oracle and Snowflake), techniques, and trends</li><li>Experience with Mainframe, distributed and Cloud (AWS/Azure) environments</li><li>Experience with data governance and metadata management tools and standard methodologies a plus</li><li>Excellent written and presentation skills</li><li>Ability to explain Data structures to a non-technical audience</li><li>Results oriented with proven ability to work independently and with a matrixed organization</li><li>Strong leadership, teamwork, interpersonal, negotiating, and influencing skills</li></ul><h2>The Team</h2>The Team, Workplace Investments data modeling team, partners with the project teams to deliver practical &amp; resilient data models and database designs that meet business needs while adhering to Enterprise and Industry standard methodologies.<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, Data Modeling

<h2>Job Description:</h2>Are you someone passionate about helping Fidelity's customers achieve their financial goals by identifying appropriate investment strategies given their personal situation? If yes, come join Financial Solutions and be part of the team that identifies investment strategies, recommends target asset allocation, and assesses suitability for investment products, for our individual retail and workplace customers. You'll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers. The Team The Financial Solutions team, part of the Strategic Advisers business unit within the Asset Management division, develops the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients through interactions with representatives and digital tools. The team also conducts research, drives innovation, and provides thought leadership on a range of financial planning and investment topics. The Expertise and Skill You Bring This role will work with a range of teams at Fidelity including investment management, product management, platform, technology, legal and compliance teams, among others. Your responsibilities will include: <ul><li>Defining philosophy and strategic vision for investor risk profiling methodology, including how it integrates with broader financial planning </li></ul><ul><li>Partnering with distribution and product management teams to understand representative and customer feedback and objectives and determine if/how to incorporate into Fidelity's investment profiling approach </li></ul><ul><li>Designing enhancements to Fidelity's investment profiling and suitability methodology for discretionary and non-discretionary clients </li></ul><ul><li>Conducting impact analysis to assess the impact of potential enhancements to existing clients and helping develop positioning and rationale </li></ul><ul><li>Identifying and conducting research topics to inform asset allocation-related thought leadership </li></ul><ul><li>Designing analytics to evaluate impact and value add of investment profiling on customer outcomes </li></ul><ul><li>Providing consultative guidance to team members on day-to-day profiling projects </li></ul>The ideal candidate: <ul><li>Has a strong understanding of and direct experience with financial markets, investment products, and asset allocation </li></ul><ul><li>Is able to develop and communicate a clear philosophy and approach to investor risk profiling </li></ul><ul><li>Has strong critical thinking skills </li></ul><ul><li>Possesses excellent quantitative and problem-solving skills </li></ul><ul><li>Holds a bachelor's degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree </li></ul><ul><li>Has 10+ years of relevant financial services experience </li></ul><ul><li>Has excellent communication skills </li></ul><ul><li>Enjoys working in a team-based environment </li></ul><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>.

Vice President, Asset Allocation Investor Profiling

<h2>Job Description:</h2>The RoleThe individual will be part of a team that oversees the product development for the Fidelity Agency Lending business units. The team is responsible for creating and executing initiatives<ul><li>Partnering with the business unit and technology to design innovative solutions</li><li>Developing/creating business requirements, performing user acceptance testing and supporting production releases</li><li>Implementing solutions to help grow the business</li><li>Supporting the trading desk in a fast-paced environment, including troubleshooting issues and acting as a liaison with technology/business partners</li></ul><h2>The Expertise and Skills You Bring </h2><ul><li>Bachelor's degree required, master's degree a plus</li><li>15 + years of relatable business experience</li><li>Technical or Securities Finance Background preferred</li><li>Strong SQL and analytical skills and ability to work on large datasets</li><li>Experience in requirements writing, product management, business/technical analysis</li><li>Ability to manage multiple projects simultaneously and prioritize business requirements accordingly</li><li>7+ years of Agency Lending, Securities Finance or Capital Markets experience a plus</li><li>Strong written and verbal communication skills, presentation skills</li><li>Knowledge of Agile a plus</li></ul><h2>The Team</h2>The team interacts with all areas of the business including, but not limited to, Technology, Vendors, Trading, Operations, Legal, Risk and Compliance. The product development team works with all business partners to create new features and functionality to promote the growth/success of the business unit and Fidelity as a whole.<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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