Company Profile

Job Description:The RoleManaging and overseeing a team of individuals responsible for pre-trade and post trade compliance monitoring which spans across all product types Providing strategic direction to meet both the team's and organization's goals Educating portfolio managers and traders on applicable fund/account guidelines and trading policies; and implementing effective mechanisms to provide timely reporting Communicating client, regulatory, prospectus, Board, and internal policies to ...

Job Description:The Fidelity Brokerage Operation group provides middle-office support to our customers through innovation, dedication, and commitment. We are dedicated in our pursuit of accurate and swift execution of every client request! The Expertise We're Looking ForBachelor's degree or equivalent work experience. Financial services background strongly preferred. Series 7 and 63 Preferred. The Purpose of Your RoleWe strive to provide outstanding operational service to Fidelity clients ...

Job Description:The RoleAs a Senior Business Analyst with a product delivery team, you will help lead initiatives with diverse scope and complexity, acting as the interface between business practitioners, customers, and product delivery teams following guidelines for business analysis best practices. You will collaborate closely with a group of cross-functional team members who are responsible for delivering solutions and achieving business objectives through a shared product partnership. You ...

Job Description:Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. The ...

Job Description:Note: Fidelity will not provide immigration sponsorship for this positionDirector, Secrets Management & Non-Interactive Access The RoleThe Director, Secrets Management & Non-Interactive Access leads the enterprise program and platform for centralized secrets management and machine-to-machine (non-interactive) authentication. This technical leadership role owns the HashiCorp Vault platform to support diverse runtime environments. The role combines people leadership, product ownership, ...

Job Description:Financial RepresentativeWe 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. The Expertise We're Looking ForCustomer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent ...

Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleFidelity Charitable is looking for a Director of Email Engineering to lead the team responsible for building sophisticated, high-impact communications for donors, financial advisors, and nonprofit organizations. This is a rare opportunity to shape the email marketing strategy of one of the largest grantmakers in the United States, where your work directly supports the movement of billions of dollars ...

Job Description:NOTE: In order to be considered for this opportunity, you must be located within the Greater Kansas City area. For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We're Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire ...

Job Description:Note: Fidelity will not provide immigration sponsorship for this positionPrincipal Systems Analyst, Non-Human Identity and Secrets Management The RoleThe Principal Systems Analyst for Non-Interactive Secrets Management is the technical and analytical lead responsible for backlog refinement, requirements, and assisting in delivery of the firm's non-interactive secrets platforms. This role translates complex cybersecurity needs into clear requirements, structured user stories, ...

Job Description:Job Title: Managing Director, 401K Relationship Manager Note: Fidelity will not provide immigration sponsorship for this positionThe Role 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. The ...