
Fidelity Investments
Remote Jobs
Founded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
118 Jobs
Retirement Planner
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area. Note: Fidelity will not provide immigration sponsorship for this position. As a Retirement Planner within Fidelity’s Tax-Exempt Market Planning & Advice (TEMPA) team, you will: - Educate and support workplace retirement plan participants. - Increase awareness of retirement readiness. - Help individuals take meaningful steps toward achieving their long-term financial goals. - Guide participants through their employer-sponsored retirement plans. - Educate on plan benefits, employer matching contributions, and investment strategies. - Conduct needs-based conversations to identify participant goals. - Uncover opportunities for retirement asset consolidation. - Identify appropriate solutions that support overall retirement objectives. - Provide personalized guidance and collaborate with other TEMPA team members for complex planning needs. - Enhance participant outcomes, build customer loyalty, and strengthen long-term relationships with Fidelity. Qualifications - 2+ years of experience in investment sales, financial planning, or a related advisory role. - FINRA Series 7 and 66 licenses preferred; Series 7 and 63 required, with the ability to obtain the Series 65 or 66 within 90 days of hire. - Strong understanding of financial markets, economic conditions, and industry trends. - Excellent consultative, influencing, and communication skills. - Demonstrated initiative and a proactive approach to identifying client needs and opportunities. - Strong organizational, time management, and prioritization skills in a fast-paced environment. - Openness to coaching, performance feedback, and adapting to evolving business needs and priorities. - Ability to effectively leverage planning tools and resources to help participants assess and improve their retirement readiness. - Proven ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth. - Strong ability to articulate Fidelity's approach and vision to provide general investment education to clients. Requirements - Series 07 - FINRA. - Series 66 - FINRA. Company Description The Tax-Exempt Market Planning & Advice (TEMPA) organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Vice President, Managing Director - Stock Plan Services
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! - The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. - Passionate about cultivating relationships with key decision makers. - Guiding service teams towards high client satisfaction. - Driving operational effectiveness and plan profitability. - Growing client relationships through value-driven cross selling initiatives. - Strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. - Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. - Supervising client satisfaction and facilitating the timely resolution of client issues. - Leading client profitability through periodic evaluations of key revenue and expense metrics. - Developing a strategy and negotiating contract renewals. - Working with business partners to develop programs to increase households and conversions. - Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service. - Procuring a detailed understanding of all types of equity compensation plans. - Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, and spin-offs. Qualifications - College degree preferred or equivalent work-related experience. - Ability to acquire Series 7 & 63/65 within the first three months of employment. - 10+ years of Relationship Management or Client Service experience, preferably within Equity Compensation/Retirement/401K industry. - Transparent and credible presence in the Equity Compensation industry; Certified Equity Professional designation is helpful. - Strategic perspective on comprehensive employee benefit solutions for large corporations. - Well-developed communication, project management, consulting, and leadership skills. - Ability to work in a matrix management environment. - Develop and maintain strong client relationships across multiple client constituencies. - Provide focused leadership, motivation, and support for client service team members. - Dedication to customer satisfaction and outstanding sense of urgency. - Organization and time-management skills and attention to detail. - Shown problem-solving skills. - Effective presentation, influence, and negotiation skills. - High emotional intelligence and interest in other human beings. - Desire to work collaboratively with teammates – Servant Leadership. - Self-awareness and shown history of self-improvement. - Analytical and critical thinking skills. Benefits - Comprehensive health care coverage and emotional well-being support. - Market-leading retirement plans. - Generous paid time off and parental leave. - Charitable giving employee match program. - Educational assistance including student loan repayment and tuition reimbursement. - Learning resources to develop your career. Company Description As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services & Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.
Director of National Impact, Catalyst Fund
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Title: Director of National Impact, Catalyst Fund Location: Boston, MA Westlake, TX Full time Job Description: Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Director of National Impact for the Fidelity Charitable Catalyst Fund will lead the Fund’s national grantmaking strategy, focused on encouraging individual donors to support promising nonprofits with limited access to philanthropic funding. This role requires experience independently managing a grant portfolio and partnering with donors on their philanthropic giving. Candidates need deep knowledge of the donor support ecosystem and ideally, donor-advised funds and high-net wealthy donors. Outstanding relationship-building and collaboration skills are necessary. A passion for strengthening nonprofit organizations is critical. The Catalyst Fund is a grantmaking program of Fidelity Charitable, led by its Board of Trustees and operating separately from Fidelity Charitable’s donor-advised fund program. The Fund provides grants to intermediary organizations that encourage donors to give more to promising nonprofits and help nonprofits strengthen their fundraising capacity, confidence, and ability to engage donors. The Fund is focused on growing resources for nonprofits in the Southwest, Deep South, and Central Appalachia, as well as organizations serving communities of color and rural communities nationwide. The Fund is organized across three portfolio areas—Engage Donors, Elevate Nonprofits, and Field Building—with funding divided between national grantees and state and local grantees. The Expertise and Skills You Bring - 10+ years of philanthropy experience, including grantmaking at a foundation, corporation, DAF sponsor, or similar institution with independent responsibility for leading a portfolio, assessing and recommending grants, cultivating ongoing grantee relationships, and conducting impact analysis across grants and portfolios; and donor education, engagement, or advising experience connecting individual donors with nonprofits and/or nonprofit fundraising capacity-building programs. - Strong understanding of the latest trends, research, and organizations influencing donor giving behavior, donor-advised funds, capacity building, and nonprofit fundraising; exceptional analytical, research, and writing skills; and significant public speaking experience with donor and nonprofit audiences. - Experience collaborating across diverse constituencies, building trust, achieving common goals, solving problems independently, taking initiative, and exercising sound judgment in fast-paced, ambiguous environments. - High proficiency with PowerPoint, Excel, and Word, along with experience using grants management systems (e.g., Fluxx). - Manage a portfolio of 40+ grant relationships working across the country, including giving platforms, giving circle networks, nonprofit capacity builders, academic philanthropy centers, and other bridge builders. Develop relationships with potential grantees, complete grant diligence and assessments, make grant recommendations, and partner with grantees to set goals aligned with the Catalyst Fund's learning framework, monitor progress toward those goals, and analyze and synthesize grant reports. - Serve as a key representative of the Catalyst Fund across the national donor support ecosystem, including speaking at grantee events, participating in funder conferences, and connecting national organizations to local grantees. Recommend revisions to the ongoing strategy and grantmaking priorities for national work by staying current on research, trends, and learning from grantees. Travel will be required for at least 25% of this role. - Partner with the Executive Director on grantee learning events and communications, process improvements, board communications, and special projects. Partner across Fidelity Charitable teams to coordinate offerings that connect donors to Catalyst Fund grantees, such as philanthropic advising and local donor education events, and launch experiments that encourage donors to give directly to, or in alignment with, the Catalyst Fund. - Partner with Fidelity Charitable's Marketing team to promote the work of national grantees, coordinate webinars, and inspire donor engagement with grantees. The Team Fidelity Charitable is the leading donor-advised fund sponsor in the country with a simple mission—to grow the American tradition of philanthropy. We have helped donors support more than 461,000 nonprofit organizations with nearly $118 billion in grants. At Fidelity Charitable, our job is to help donors maximize their generosity by providing programs that make charitable giving accessible, simple, and effective. The Catalyst Fund team is led by an Executive Director who works closely with the Fidelity Charitable board of trustees and senior staff on strategy, impact assessment, finances, and external relations. The team represents Fidelity Charitable at many philanthropic and nonprofit convenings. The team also includes a Director of Local Impact responsible for managing our state/local strategy with 40+ grants and a Program Associate that supports the entire team and our grantees. Fidelity Charitable Catalyst Fund | Fidelity Charitable Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $95,000-186,000 USD 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 benefits 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. Certifications: Category: Relationship Management
Director, Software Engineering Development
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description ***Applicants are permitted to work remotely from an at-home work site anywhere in the United States.*** Leads, architects, and manages projects and teams to develop Cloud-based brokerage applications within an Agile environment (Kanban and Scrum). Uses source control for feature-driven development in Bitbucket and Stash. Performs automated deployment in uDeploy. Develops regulatory reporting, using Consolidated Audit Trail (CAT) and the Municipal Securities Rulemaking Board (MSRB). Primary Responsibilities: - Oversees changes in project development policies, procedures, standards, and strategies to development experts and management. - Translates and incorporates business vision and strategy to architectural strategy recommendations at the functional level. - Participates in high-level, cross-functional architecture design teams. - Identifies and consults with internal and external technical resources to produce cross-company strategic designs. - Consults on development and delivery of major technology initiatives for the business unit. - Consults on deployment of major project deliverables. - Consults on the documentation of major technology applications. - Oversees the technical implementation of cross-divisional or company architectural components. - Initiates and drives project or strategy discussions with users or external groups to resolve issues. - Sets vision, goals, and direction of team/organization. - Plans and leads organization-wide initiatives. - Provides leadership, technical supervision, and expertise to multiple teams in broad technical areas on complex organization-wide projects. - Advises senior management on technical strategy. - Mentors junior team members on functionality of application processes, troubleshooting, and coding best practices. - Researches and recommends new technologies. - Works across groups to identify opportunities for organization-wide technology initiatives. - Provides guidance, training, and coaching to other team members for performance and career development. - Identifies and plans for future resource needs. Qualifications - Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director, Software Engineering Development (or closely related occupation) designing, coding, and implementing high volume brokerage regulatory reporting applications. - Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director, Software Engineering Development (or closely related occupation) designing, coding, and implementing high volume brokerage regulatory reporting applications. Requirements - Demonstrated Expertise (“DE”) gathering and interpreting business, functional, and technical requirements -- interacting with end-users or end-user representatives to define, interpret, and clarify the scope of complex business requirements and process issues into logical use cases (epics and stories) -- to support the building or enhancement of reporting applications according to regulatory agency standards (Financial Industry Regulatory Authority (FINRA) and U.S. Securities and Exchange Commission (SEC)). - DE developing and maintaining regulatory applications to ensure brokerage operations adhere to SEC and FINRA requirements and guidelines, using development, code repository, utility, and build creation tools -- Eclipse, Jenkins, Qpad, QStudio, uDeploy, Winscp, and Kdiff. - DE developing KDB based applications -- designing and maintaining KDB databases, Q programming, real-time database, ticker plants, tick data, and interfaces -- using Java, Oracle, and Relational Database Management Systems (RDBMS). - DE supporting the creation, implementation, and maintenance of KDB databases and associated processes, using bash and shell scripting; and scheduled jobs, using Control-M. Benefits - Salary: $185,000.00 - $194,000.00/year. Company Description 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.
Managing Director- 401K Relationship Manager
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors. Qualifications - College degree preferred or equivalent work-related experience. - Series 7 and 63 required. - 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. - Your retirement plan record keeping and administration experience. - Your relationship management experience. - Excellent verbal and written communication skills. - Excellent organization and time management skills and attention to detail. - Demonstrated problem-solving skills. - Effective presentation skills, influence and negotiation skills. Requirements - Verifying client agreement about the issues and options before implementing with solutions. - Developing, managing and maintaining strong client relationships. - Building strong partnerships based on shared commitment to mutual goals. - Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. - Acts as the client’s 'trusted advisor'. - Building client relationships to the highest level of decision makers. - Planning and conducting effective in-person and/or phone meetings. - Makes thorough plans and preparations for client meetings. - Properly planning, influencing, and implementing Fidelity solutions to address needs. - Differentiating Fidelity's benefits approach against competitive benefit solutions. - Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. - Consults with clients on qualified and potentially nonqualified plan design alternatives. - Coordinating internal resources to provide analysis and recommendations to clients on design alternatives. - Identifying key drivers and maintaining consistent formal/informal contact with key client decision makers. - Working closely and actively leading discussions with the Investment Strategist to create effective investment strategies and develop solutions that benefit clients/Fidelity. - Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. - The MD is expected to own the client relationships for which they are accountable. - This includes problem resolution on behalf of clients to produce a satisfactory outcome. - The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client. - The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery. Benefits - Comprehensive health care coverage and emotional well-being support. - Market-leading retirement. - Generous paid time off and parental leave. - Charitable giving employee match program. - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Tri-State Regional Business Development Consultant
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut. Qualifications - Proven sales or fundraising track record - Interest/exposure to philanthropy, charitable fundraising and planned giving a plus - 5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus - B.A. or B.S. degree required, CFP and/or CAP preferred - Strong interpersonal, communication, and networking skills - Public speaking experience and skills - Solid time, territory management, and organizational skills to improve efficiency and productivity within region - Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus - Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues Requirements The base salary range for this position is $110,000-225,000 USD 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. Benefits - Comprehensive health care coverage and emotional well-being support - Market-leading retirement - Generous paid time off and parental leave - Charitable giving employee match program - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Principal Technology Risk Analyst
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description ***Applicants are permitted to work remotely from an at-home worksite anywhere in the United States.*** Facilitates all external audit activity related to financial reporting, independent controls attestation, and compliance with regulatory requirements. Performs proactive risk assessments and develops control strategies for emerging technologies, including AI, Machine Learning, and Snowflake data services. Runs external audits and technology risk support for inquiries from technology and operational stakeholders. Supports systems and technology for external audit activity, including attestation and financial statement audits. Primary Responsibilities: - Enhances the external audit program activities focused on key technology areas, including DevOps, Cloud, and Technology Operations. - Coordinates external auditor readiness engagements and readiness assessments, and provides timely status updates to management. - Plans and coordinates audit cycles with external auditors and internal stakeholders. - Facilitates requests from external auditor and monitors the progress to ensure timely completion. - Performs technology risk assessments and develops control strategies; including documenting controls, identifying potential gaps and inconsistencies, and making recommendations for improvement and mitigation. - Provides technical assistance on risk related systems issues. - Serves as a liaison with technology and risk teams to track external audit findings and perform issues follow-up. - Consults with other team members to generate action plans and resolve technical issues. - Assesses the various information technology risks that the business faces in its operations and implements action plans, policy, and procedural changes for risk avoidance and mitigation. - Evaluates control maturity by performing control design and operating effectiveness reviews and peer reviews. - Assists with conducting Cloud Risk assessments and readiness reviews for applications and workloads migrating to the public Cloud environment. Qualifications - Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Management Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal Technology Risk Analyst (or closely related occupation) performing Information Technology (IT) audits, risk assessments, and cybersecurity control reviews. - Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Management Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal Technology Risk Analyst (or closely related occupation) performing Information Technology (IT) audits, risk assessments, and cybersecurity control reviews. Requirements - Demonstrated Expertise (“DE”) performing or coordinating external audit engagements (SOC 1, SOC 2, SOC 3, controls attestation reports, financial audits, ISO 27001, or COBIT external IT audit programs) in distributed environments; and maintaining in-scope IT General Control (ITGCs) and IT Application (ITAC) documentation and procedures. - DE performing an IT controls assurance program -- identifying and designing new controls, evaluating control procedures and evidence documentation, and conducting control assessments through formal design and operating effectiveness reviews; and establishing control maturity and control/process enhancements using industry control frameworks – AICPA Trust Service Criteria, HiTRUST, ISO 27001 certification standard, or NIST Cybersecurity frameworks. - DE performing risk management and IT audits, and implementing ITGC or cybersecurity controls for large-scale, complex IT infrastructures, including mainframe, distributed, network, cloud, and vendor hosted (SaaS/PaaS) infrastructure; reviewing vendor’s independent SOC 1 or SOC 2 audit reports to confirm the appropriate controls are in place for the services provided and to safeguard data; and creating executive communications focusing on risk, impact, and corrective actions, using Governance, Risk, and Compliance (GRC) tools. - DE performing risk assessments and IT audits of secure software development lifecycle processes and procedures -- automated build and deployment pipelines in a DevOps solutions framework, using Github, SonarQube, Jenkins, Artifactory, or uDeploy; and assessing software development controls, identifying potential gaps and inconsistencies, and making recommendations for improvement and mitigation. Benefits - Salary: $140,000.00 - $150,000.00/year. Company Description 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.
Regional Business Development Consultant
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Title: Tri-State Regional Business Development Consultant Location: New York, New Jersey, and Connecticut Remote Full time Job Description: Tri-State Regional Business Development Consultant Charitable Planning Consultant Note: Fidelity is not providing immigration sponsorship for this position. The Role Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut. The Expertise and Skills You Bring - Proven sales or fundraising track record - Interest/exposure to philanthropy, charitable fundraising and planned giving a plus - 5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus - B.A. or B.S. degree required, CFP and/or CAP preferred - Strong interpersonal, communication, and networking skills - Public speaking experience and skills - Solid time, territory management, and organizational skills to improve efficiency and productivity within region - Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus - Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues The Team The Fundraising organization within Fidelity Charitable (FC) is often the first call for all things philanthropic. Fundraisers tend to be the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm’s donors and the thousands of charitable organizations they are passionate about supporting. As a Charitable Planning Consultant, you will be responsible to collaborate with the advisors of current and future donors, grow the American tradition of charitable giving, and protect the brand and mission of the organization. The base salary range for this position is $110,000-225,000 USD 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 benefits 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. Certifications: Category: Sales
Principal Software Engineer/Developer
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description Applicants are permitted to work remotely from an at-home work site anywhere in the United States. Programs testable and maintainable software solutions within Cloud computing environments and applications -- Docker, Kubernetes, and Amazon Web Services (AWS), using Java/J2EE, Spring, and Spring Boot. Designs and develops database schema, PL/SQLs, stored procedures, and transactional SQL within Oracle databases. Creates and improves REST API and implements Microservices -- Relational Databases, SQL, and ORM technologies (JPA2 and Hibernate). Leverages DevOps concepts and Continuous Integration and Continuous Delivery (CI/CD) tools -- GitHub and Jenkins. Uses business knowledge to translate the vision for divisional initiatives into business solutions by developing complex or multiple software applications and conducting studies of alternatives. Analyzes and recommends changes in project development policies, procedures, standards, and strategies to development experts and management. - Participates in architecture design teams. - Defines and implements application-level architecture. - Develops applications on complex projects, components, and subsystems for the division. - Recommends development testing tools and methodologies and reviews and validates test plans. - Responsible for QA readiness of software deliverables. - Develops comprehensive documentation for multiple applications or subsystems. - Establishes full project life cycle plans for complex projects across multiple platforms. - Responsible for meeting project goals on-time and on-budget. - Advises on risk assessment and risk management strategies for projects. - Plans and coordinates project schedules and assignments for multiple projects. - Acts as a primary liaison for business units to resolve various project/technology issues. - Provides technology solutions to daily issues and technical evaluation estimates on technology initiatives. - Advises senior management on technical strategy. - Mentors junior team members. - Performs independent and complex technical and functional analysis for multiple projects supporting several divisional initiatives. - Develops original and creative technical solutions to on-going development efforts. Qualifications - Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Principal Software Engineer/Developer (or closely related occupation) developing Cloud-native REST APIs and event streaming applications, using Java, AWS, Spring framework, and Kafka. - Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Principal Software Engineer/Developer (or closely related occupation) developing Cloud-native REST APIs and event streaming applications, using Java, AWS, Spring framework, and Kafka. Requirements - Demonstrated Expertise (“DE”) designing, developing, and integrating Java Web services using Spring Boot and Spring Security according to service-oriented and microservices architecture; and authenticating applications using Open Authorization (oAuth) and Spring MVC frameworks. - DE designing, developing, and building Rest and SOAP microservice; enforcing application authentication, using JSON Web Tokens (JWT) validation; and reviewing requirements, investigating problem areas, and debugging and monitoring microservice applications, using Splunk and Datadog metrics. - DE implementing Continuous Integration and Continuous Deployment (CI/CD) pipelines for Web services, using Jenkins and Concourse; supporting the full Web application development lifecycle -- analysis, design, development, test, and deployment -- using source version control (Git and Stash) and build tools (Maven, AWS Cloud Formation Template, and Jenkins), according to Agile methodologies. - DE designing, developing, and deploying high throughput, scalable data loader process, using AWS Batch service and event streaming applications (using Apache Kafka); and creating unit tests using PowerMockito and end-to-end functional test automation in a Jenkins pipeline. Benefits - Salary: $178,131.00 - $188,131.00/year.
Vice President, Account Executive
Fidelity InvestmentsFounded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Role Description Fidelity Stock Transfer is looking for a Vice President, Account Executive to cover the Central territory of a quickly growing business. They will collaborate closely with existing relationships a company has with Fidelity as well as build their own relationships – both with existing publicly traded companies and private companies that are preparing to go public. They will also build awareness of our value proposition with the law firms that support them, and the venture capital and private equity firms that invest in them. What is a Transfer Agent? - A transfer agent is a regulatory requirement for all publicly traded companies. - Transfer agents keep track of who owns the company’s securities. - They handle the administrative aspects of ownership changes along with issuing or cancelling shares. Qualifications - Demonstrated record of enterprise sales success. - Extensive experience in managing and tracking sales processes from lead to close. - Knowledge of how the venture capital, private equity, and capital markets system works. - Ability to quickly pick up regulations, competitive landscapes, technology, and current trends. Requirements - Extremely clear written and verbal communication. - Demonstrated ability to run consistent repeatable sales processes. - Exceptional analytical and critical thinking. - Client-facing consultation and outstanding listening skills to understand needs. - Comfort with the ambiguity that comes with being an early sales hire for a business. Benefits - Comprehensive health care coverage and emotional well-being support. - Market-leading retirement plans. - Generous paid time off and parental leave. - Charitable giving employee match program. - Educational assistance including student loan repayment and tuition reimbursement. - Learning resources to develop your career. Company Description This opportunity is brought to you by Fidelity Labs, Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.
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