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<h3>Job Description:</h3><p>Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) into one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?</p><p>If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.</p><p>The Team</p><p>We’re seeking an analytics professional who brings creativity, curiosity, and collaboration to the table, someone eager to lead data-driven initiatives grounded in strong hypotheses and business relevance. This role requires more than reporting outcomes; we’re looking for a thinker who relentlessly pursues the why behind the data to uncover root causes and drive meaningful impact. As part of CKSI (Customer Knowledge &amp; Strategic Insights), you’ll collaborate with cross-functional teams across both product domains and core business operations. This role offers broad exposure to a range of business leaders and initiatives, giving you the opportunity to connect insights across different parts of the organization to drive meaningful impact. This is an individual contributor role.</p><p><strong> The Expertise and The Skills You Bring</strong> </p><ul><li>2+ years of experience generating insights to drive business actions, including experience in fast-paced quantitative fields such as analytics, finance, marketing measurement, or consulting </li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Finance, Economics, Statistics, or Marketing. MBA or MS degree a plus </li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers. </li></ul><ul><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs. </li></ul><ul><li>Support the use of data to create narratives about customer experiences, identifying both successes and areas for improvement to guide future initiatives and strategies. </li></ul><ul><li>Assist in translating business needs or questions into hypotheses that can be tested through data analysis or experimentation. </li></ul><ul><li>Ability to manipulate and synthesize data from large and sometimes unwieldy data into a cohesive story that delivers insights to a broad audience in a simple, clear, and actionable way. </li></ul><ul><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities. </li></ul><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization </li></ul><ul><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions </li></ul><ul><li>Experience with a range of analytical tools and programming languages such as SQL, Python, R, etc. a plus </li></ul><ul><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc. a plus </li></ul><ul><li>Experience using and querying big data technologies such as Snowflake, Athena, etc. a plus </li></ul><ul><li>Experience with digital analytics using tools such as Adobe analytics is a plus </li></ul>The base salary range for this position is $97,000-185,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Fidelity Investments

Manager, Advanced Data Analytics & Insights

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><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 63 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><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Skills You Bring</h3><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><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><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 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Burlington, MA

<h3>Job Description:</h3><p><strong>The</strong> <strong>Role</strong></p><p>The Senior Manager, Product Strategy role is focused on the advancement of our digital asset platform capabilities and crafting new, innovative products to meet the needs of our global institutional client base, now and in the future. You will contribute to long-term product and business strategy, partnering with the team to refine the product roadmap through your understanding of the market and underlying technology, and interpretation of future needs of our broad client base.</p><p>In addition, you will develop new product proposals, define end-to-end design for those products (i.e., from user experience through enabling operational and technical capabilities), and drive them through execution, collaborating across the firm.</p><p><strong>Expertise and Skills you Bring</strong></p><ul><li><p>5+ years of experience in financial services, preferably in product management or similar domain</p></li><li><p>Clear and effective communicator with strong presentation skills and proven ability to articulate complex technical concepts in a digestible manner to senior audiences</p></li><li><p>Detail-oriented, analytical approach to problem solving</p></li><li><p>Understanding and strong interest in financial markets, cryptocurrencies, and blockchain</p></li><li><p>Commercial mindset and understanding of financial concepts</p></li><li><p>Proven ability to build strong relationships and trust company-wide</p></li><li><p>Ability to support multiple time-sensitive objectives while maintaining high quality standards</p></li><li><p>Ability to influence even when holding a position contrary to the majority</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.</p><p>Product Strategy leads the strategy and vision for Fidelity Digital Assets® product offerings. They are responsible for the overall user experience of our custody &amp; trading platform as well as the tailored solutions &amp; resources available to our clients. They constantly evaluate industry &amp; market trends, business needs and use those insights to enhance our existing experience or incubate new offerings. They work closely with the Product Delivery team to bring their strategy to life for our clients. Members of our team have a commercial mentality, drive for innovation and range of backgrounds with a passion for digital assets, markets and financial services products.</p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Product Strategist, Fidelity Digital Assets

<h3>Job Description:</h3><p><strong>The Role:</strong> </p><p>We are looking for a detail-oriented professional to join our Financial Management &amp; Controls team as an Analyst. In this role, you will lead and support key aspects of <strong>FCM billing operations</strong> while ensuring accuracy and compliance. The ideal candidate brings strong financial acumen, project management skills, and the ability to prioritize effectively in a fast-paced environment. You will collaborate closely with product, finance, accounting, and operations teams to provide insights, streamline processes, and develop interactive data visualization dashboards that will transform our reporting capabilities. </p><ul><li><p><strong>Manage Billing Operations: </strong>Execute and monitor day-to-day billing processes to ensure accuracy, timeliness, and compliance. </p></li><li><p><strong>Data Analysis &amp; Reporting: </strong>Prepare and validate financial data for reporting; identify discrepancies and resolve issues promptly. </p></li></ul><ul><li><p><strong>Dashboard Development: </strong>Build and maintain interactive data visualization dashboards to improve transparency and decision-making. </p></li></ul><ul><li><p><strong>Cross-Functional Collaboration: </strong>Work closely with finance, accounting, product, and operations teams to support billing and reporting needs. </p></li></ul><ul><li><p><strong>Process Optimization</strong>: Identify inefficiencies in current workflows and implement improvements to streamline operations. </p></li></ul><ul><li><p><strong>Issue Resolution: </strong>Troubleshoot billing and data-related problems, ensuring quick and effective solutions. </p></li></ul><ul><li><p><strong>Documentation &amp; Controls</strong>: Maintain accurate documentation of processes and controls to support audits and compliance requirements. </p></li></ul><ul><li><p><strong>Support Projects</strong>: Assist in financial and operational projects, ensuring deliverables are met within scope and timelines. </p></li></ul><p><strong>The Expertise and Skills You Bring:</strong> </p><ul><li><p>Bachelor’s degree in finance, accounting, business, or related field. </p></li><li><p>3-4 years in financial operations, audit, or related roles. </p></li><li><p>Strong proficiency in Excel. </p></li><li><p>Experience with data visualization tools (Power BI, Tableau). </p></li><li><p> <strong>Project Management:</strong> Ability to manage multiple priorities and meet deadlines. </p></li><li><p>High attention to detail and accuracy. </p></li><li><p>Strong problem-solving and analytical skills. </p></li><li><p>Excellent communication and collaboration abilities. </p></li></ul><p><strong>The Team:</strong></p><p>The newly approved team will be seamlessly integrated into the dynamic Business Intelligence division, comprised of exceptionally skilled product platform managers within the FCM Trading and Operations group of Capital Markets. This team is poised to play a pivotal role in fostering collaboration and delivering support across both internal and external business sectors at Fidelity Institutional (FI) and Fidelity Management Research (FMR). Our core internal customers within the FCM framework encompass a diverse array of segments, including Prime Services, Securities Finance, Fixed Income, Equities, Forex, Equity Origination, and Fidelity Agency Lending. The FCM Financial Management team stands at the forefront of generating and managing all client and product revenue and expense attribution, ensuring unparalleled financial insights. As the product landscape continues to evolve, our team leverages the power of our Oracle data platform, FCMOne, to drive effective data analytics and develop key performance metrics. This strategic capability empowers us to make insightful, data-driven decisions that propel our business forward." Let me know your thoughts.</p><h3><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></h3>The base salary range for this position is $66,000-125,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis

Senior Analyst - Financial Management

<h3>Job Description:</h3><p>If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>We ask that you have at least five years in financial services and planning</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 (or 63/65) are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p><strong>The Purpose of Your Role</strong></p><p>In this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. </p><p><strong>The Skills You Bring</strong></p><ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity</li></ul><h3>The Value You Deliver</h3><p>This member of branch management will:</p><ul><li>Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction</li><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul><p><strong>How Your Work Impacts the Organization</strong><br>If your dreams are to run your own investor center, this role is your first step. You’ll learn firsthand how to lead a successful and compliant office, and most importantly, you’ll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.</p>The base salary range for this position is $105,000 - $145,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Sales

Branch Leader - Framingham, MA

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Westwood, MA

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Senior Fund Research Analyst position offers a valuable opportunity to grow and excel within the Fidelity Institutional Wealth Adviser (FIWA) Research team. The role involves conducting investment manager due diligence research; as well as supporting client service initiatives. The core responsibilities include:</p><p>Primarily, conducting manager research/ongoing due diligence of actively managed equity or fixed-income investment strategies, including mutual funds, ETFs, separately managed accounts (SMAs), and other investment vehicles. You will lead due-diligence meetings with portfolio managers to discuss their investment philosophy and process, their team’s behavioral traits, their strategy’s risk and return characteristics. You will use appropriate analytical and research tools to conduct independent and thorough research. The objective is to combine qualitative and quantitative analysis to evaluate the manager’s skills and identify key performance drivers and potential risks. You will document your evidence-based research and analysis, and be able to make appropriate recommendations. You are expected to communicate investment merits, explain strategy performance and provide updates on investment teams and portfolio changes to FIWA portfolio managers, client service teams and institutional clients.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s Degree required, Masters and/or CFA credential preferred (or progressing towards CFA charter); Series 7 and 63 licenses a plus</li><li>Sound analytical mind-set; and communication skills (verbal and written)</li><li>5+ years of relevant experience, and good understanding of investment products. Ideally prior experience in manager research covering actively managed mutual funds, ETFs, SMAs and other investment vehicles</li><li>Strong expertise in manager research/analytical tools (such as Morningstar, FactSet, eVestment) preferred</li><li>Proficient in Word, Excel and PowerPoint</li><li>Ability to manage time effectively and meet concurrent and frequent deadlines</li><li>Independent but also able to balance independence with team work and collaboration. Mentor junior analysts as needed.</li></ul><h3><strong>The Team</strong></h3><p>FIWA Research team provides superior fund analysis and investment thought leadership to the Fidelity Workplace Investing and Fidelity Institutional client-facing teams, as well as institutional clients including retirement plan sponsors and investment advisors. The FIWA Research team prepares and distributes analysis of fund performance and investment strategies to Fidelity's institutional clients.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Fund and Research Analysis

Senior Fund Research Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Vice President, Digital Asset Strategist at Fidelity Digital Asset Management (FDAM) will lead the intermediary engagement for the digital asset investment topic and FDAM product support. This role is designed for a dynamic investment professional with deep expertise in portfolio construction, investment analytics, and digital asset markets. The strategist will partner closely with intermediary and home office client teams to drive adoption of digital assets in portfolios through advanced investment conversations.<br><br>This individual will play a critical role in shaping how digital assets are integrated into traditional investment frameworks, while also contributing to FDAM’s thought leadership efforts from day one. The role requires a strategic thinker with an entrepreneurial mindset, a collaborative spirit, and the ability to operate effectively in a fast-evolving and ambiguous environment. As the team grows, this leader will help build and guide a high-performing group that becomes a vital partner to our intermediary clients and internal stakeholders.</p><p>Key focus areas include the following:</p><p>Intermediary Engagement &amp; Portfolio Integration: Lead strategic engagement with intermediary and home office teams to promote digital asset adoption in adviser portfolios. Partner with the FDAM investment team to deliver advanced investment and portfolio construction insights focused on digital assets.</p><p>Investment Strategy &amp; Market Expertise: Apply deep understanding of global macro trends, capital markets, and digital asset market structure. This includes on/off-chain liquidity, product structures (ETPs, private funds, tokenized assets), and regulatory considerations.</p><p>Thought Leadership &amp; Content Development: Collaborate with investment, research, marketing, and data science teams to produce thought leadership that positions Fidelity as a leading voice in this emerging asset class.</p><p>Team Leadership &amp; Cross-Functional Collaboration: Lead and mentor an emerging team of strategists. Foster a collaborative culture across FDAM and the broader Fidelity organization to drive positive client outcomes and business partner success.</p><p>Client-Facing Advocacy &amp; Public Speaking: Represent FDAM on investment panels, at conferences, and at client events. Communicate complex digital asset concepts with clarity and conviction to diverse audiences.</p><h3>The Expertise and Skills You Bring</h3><ul><li><p>Minimum of 5 years of client-facing investment experience in financial services.</p></li><li><p>Minimum of 3 years of experience in the digital asset space preferred.</p></li><li><p>Deep understanding of portfolio construction, investment analytics, and capital markets.</p></li><li><p>Ability to use AI tools to enhance production and scale workflows.</p></li><li><p>Strong grasp of digital asset market structure, including liquidity dynamics, product structures, and tokenization.</p></li><li><p>Proven ability to lead strategic conversations with clients and internal stakeholders.</p></li><li><p>Experience speaking on investment panels and public forums highly valued.</p></li><li><p>Demonstrated ability to operate in ambiguity, take ownership, and drive outcomes.</p></li><li><p>Strong interpersonal and communication skills with a collaborative mindset.</p></li><li><p>Entrepreneurial spirit with a passion for innovation and digital assets.</p></li><li><p>Series 7 &amp; 63 licenses (required or must be obtained upon hiring).</p></li><li><p>CFA designation preferred.</p></li><li><p>Willingness to travel up to 30–50%.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Digital Asset Management (FDAM) is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients. The Investment Operations team is a highly collaborative group working on projects across the FDAM organization to enable new operational capabilities and product launches.</p>The base salary range for this position is $118,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Relationship Management

Vice President, Digital Asset Strategist

<h3>Job Description:</h3><p><strong>SVP, Head of Relationship Management (IICG)</strong></p><p>The SVP, Head of Relationship Management will be responsible for setting a clear vision for the Intermediary Investment Client Group (IICG) Relationship Management function and driving its evolution to meet the firm’s long-term growth objectives. The IICG organization is responsible for over $1.8B in revenues to Fidelity Institutional. This leader will shape the broader Relationship Manager (RM) strategy, lead transformational change, and ensure operational excellence while strengthening client relationships and delivering measurable impact. This position will report directly to the Head of Intermediary Investment Client Group (IICG).</p><p><strong>Job Responsibilities </strong></p><ul><li>Define and execute a strategic vision for the Relationship Management function aligned with IICG organizational goals and initiatives to drive growth, profitability, home office engagement, client satisfaction and retention</li><li>Lead significant organizational change of firm coverage, behaviors, KPI’s, and data capabilities to transform operational and client engagement model. </li><li>Drives executive leadership engagement both internally and externally to support development and growth with distributor firms</li><li>Deep understanding of client business models, evaluating key aspects of their business, and leveraging practice management and discovery tools and best practices to develop the overall Fidelity relationship.</li><li>Establish metrics and scorecards to monitor engagement effectiveness and overall business impact ensuring operational rigor across client interactions and behavioral change. </li><li>Aligns Fidelity and trusted third-party resources to meet client business needs</li><li>Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).</li><li>Oversees strategy among RM and Key Account Managers (KAM) strategic accounts to drive client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</li><li>Cultivates collaborative relationships with key internal business partners.</li></ul><p><strong>Industry Expertise:</strong></p><ul><li>Bachelor’s degree required, MBA or other advanced degree preferred</li><li>15+ years of successful sales or relationship management experience in a financial services industry</li><li>Institutional client management and growth experience required; strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets</li><li>A thorough understanding of the industry, financial markets, and competitive landscape</li><li>Prior leadership experience</li><li>Series 7 and 63 licenses required</li></ul><p><strong>The Skills Required:</strong></p><ul><li>Proven success in building and leading an institutional relationship management team and driving home office engagements, net flows, and business growth</li><li>Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses</li><li>Strong revenue management and overall financial acumen</li><li>Leadership, coaching, and career development skills with a tenured team of professionals</li><li>Proven leadership skills, particular on teams in face-paced, collaborative environments</li><li>Ability to work in ambiguity and set tone and pace for peers and team</li><li>Proven risk-management and problem resolution skills</li><li>Ability to recognize process inefficiency and recommend improvement opportunities.</li><li>Connecting the team and each associate to the broader organization and driving collaboration</li><li>Using sound judgement and leading through change</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li><li>Demonstrate strong investment competence across all asset classes and exceptional communication skills</li><li>Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution)</li><li>Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory &amp; Brokerage) at leading wealth management firms</li><li>Ability to travel up to 50%</li></ul>The base salary range for this position is $185,000-$400,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Relationship Management

Head of Intermediary Relationship Management

<h3>Job Description:</h3><p><strong>About Us:</strong> The Behavioral Science team at Fidelity works to integrate the psychology of financial decision-making into our products, services, and customer experiences. We are looking for an enthusiastic and creative behavioral researcher to share your unique perspective on how to help millions of people make better choices when it comes to their finances. Through your expertise and passion, you will help Fidelity improve our customers’ financial well-being and drive business outcomes. If this sounds like an excellent fit, we’d love you to come work with us!</p><p><strong>Position Overview:</strong> We are seeking a highly skilled Behavioral Science Researcher to join our team. This role will focus on conducting advanced research in behavioral economics and psycholg customer engagement and driving business growth.ogy to inform the development of our financial products and services, enhancin</p><p><strong>Key Responsibilities:</strong></p><ul><li><p><strong>Advanced Research:</strong> Conduct in-depth research to understand customer behavior, preferences, and decision-making processes.</p></li><li><p><strong>Data Analysis:</strong> Analyze complex data sets to identify trends and insights related to customer behavior.</p></li><li><p><strong>Behavioral Insights:</strong> Apply behavioral science theories to develop actionable insights to optimize products and customer experiences.</p></li><li><p><strong>Collaboration:</strong> Work closely with product teams to integrate behavioral insights into the design and development of financial products.</p></li><li><p><strong>Customer Engagement and Behavior:</strong> Develop and test behavioral interventions to improve customer engagement and help customers act on their financial intentions.</p></li><li><p><strong>Reporting:</strong> Prepare detailed reports and presentations to communicate research findings and recommendations to stakeholders.</p></li><li><p><strong>Thought Leadership:</strong> Stay updated with the latest research in behavioral economics and psychology, and share insights with the team.</p></li><li><p><strong>Effective Communication:</strong> Translate research results through powerful storytelling and concrete, actionable recommendations to business partners at all levels of the organization.</p></li></ul><p><strong>Qualifications:</strong></p><ul><li><p><strong>Education:</strong> PhD in Psychology, Behavioral Economics, Cognitive Science, or a related field.</p></li><li><p><strong>Experience:</strong> Minimum of 3-5 years of research experience in behavioral science, judgment and decision making, or cognitive science, preferably within financial services or healthcare.</p></li><li><p><strong>Skills:</strong> Advanced methodological and statistical proficiency and fluency with R/Stata/Python for analysis and modeling.</p></li><li><p><strong>Knowledge:</strong> Deep understanding of behavioral science theories and their application in financial or health contexts.</p></li><li><p><strong>Personal Attributes:</strong> Innovative thinker, detail-oriented, ability to work in a fast-paced environment, collaborative, positive attitude, and a passion for improving customer well-being.</p></li></ul>The base salary range for this position is $126,000-255,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

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