Jobs at Fidelity Investments

Leads full-stack software development for quantitative research and investment applications, including portfolio construction, risk management, and alpha research. Builds reliable, scalable, cloud-based analytical tools and supports them through the software development lifecycle. Partners with quantitative researchers, investment professionals, and senior stakeholders to develop models, products, and robust solutions using advanced analytics, statistics, econometrics, and software engineering practices.

Supports integrated marketing programs for Fidelity’s institutional investor segment, coordinating digital campaigns, events, communications, social media, product marketing, timelines, assets, and compliance approvals. Partners with client-facing and cross-functional teams, prepares marketing updates and materials, and analyzes market insights, campaign results, and industry trends to improve program effectiveness.

Leads B2B acquisition marketing strategy for Fidelity Workplace Investing’s Health and Welfare Benefits Administration solution. Develops product positioning, value propositions, sales stories, content strategies, and customer acquisition journeys. Partners with product, sales, growth, enablement, and relationship management teams on go-to-market campaigns across paid and owned media, events, and direct communications. Analyzes performance metrics, reports results, and adjusts strategies to improve adoption and client engagement.

Manages customer experience programs, operating cadences, and Qualtrics administration. Builds surveys, workflows, dashboards, alerts, and integrations with Snowflake, Salesforce, email, Teams, and Jira. Uses SQL and Tableau for CX analytics, reporting, data validation, and quality monitoring. Partners with service, operations, distribution, IT, and data teams to standardize processes and convert customer feedback into improvements.

Leads the compliance program for an SEC-registered investment adviser overseeing venture capital and private equity strategies. Responsibilities include regulatory compliance, governance, risk management, conflicts, trading, financial crimes, privacy, regulator and auditor liaison activities, and advising senior leadership and the board. The role collaborates across Legal, Finance, Operations, Risk, Audit, and Technology teams while managing a small compliance team.

Leads product strategy, roadmap development, and delivery for equity trading and analytics platforms. Responsibilities include modernizing trading infrastructure, managing risk and production incidents, projecting platform capacity, coordinating cross-functional development, analyzing trading data, reducing transaction costs, and supporting system upgrades. The role partners with business, trading, quantitative, data science, and technology teams to deliver scalable trading capabilities and improve execution outcomes.

Develop and validate quantitative financial planning models, methodologies, decision rules, and prototypes in partnership with product, technology, legal, and compliance teams. Analyze investment and planning interactions, improve recommendation transparency, and explore responsible generative AI applications. The role supports retirement planning, tax-efficient strategies, investment decisions, and customer financial guidance.

Manage regulatory reporting operations for broker-dealer trading activity. Responsibilities include reconciling and resolving reporting issues, analyzing regulatory and business-rule changes, advising partners on reporting requirements, and supporting technology teams with requirements, testing, implementation, and validation. The role requires collaboration across trading, operations, compliance, technology, and business teams while ensuring accurate submissions to FINRA, the SEC, MSRB, and other regulators.

Build scalable AI capabilities for Fidelity Wealth, partnering with business, product, architecture, data, and platform teams. Develop secure, reliable, production-ready solutions; apply modern software architecture, cloud platforms, testing, and design patterns; lead technical discussions; mentor engineers; and deliver end-to-end full-stack systems.

Provides legal counsel and leads attorneys supporting private credit, distressed debt, special situations, and other asset management transactions. Responsibilities include negotiating financing documents, advising portfolio managers and traders, supporting workouts and bondholder groups, coordinating with counsel and financial counterparties, and making risk-based decisions on complex transactions. The role requires strong leadership, contract negotiation, communication, analytical, and project management skills.

Lead strategy, analytics, and regulatory governance for CrossStream, identify growth opportunities via data analysis, coordinate cross-functional initiatives, and expand industry partnerships to grow Fidelity's electronic trading business.

Supports onboarding and delivery of Private Markets products within fund and investment operations. Acts as the liaison among stakeholders, product management, end users, and systems teams; translates complex business needs into system requirements and solutions. Leads initiatives, develops use cases and documentation, performs data analysis and user acceptance testing, and influences architecture and process improvements. Requires expertise in alternative investments, private market structures, asset management operations, accounting, derivatives, and investment platforms.

Leads the strategy, roadmap, prioritization, and delivery of Fidelity Digital Assets’ core platform services, including recordkeeping, asset and money movement, settlement, custody workflow orchestration, and APIs. Oversees Product Managers, partners with Engineering, Architecture, Operations, UX, and other product leaders, and balances customer value, operational efficiency, scalability, risk, compliance, and regulatory obligations while modernizing financial infrastructure.

Develop quantitative financial planning and investment methodologies, models, decision frameworks, and digital tools supporting retirement, tax, savings, and investment decisions. Responsibilities include research, simulation, back-testing, scenario analysis, financial modeling, explainable advice, and collaboration with product and technology teams. The role also explores generative AI for research and workflow automation.

Leads and contributes hands-on to a quantitative development team delivering scalable technology for sustainable investing across research, portfolio management, risk, analytics, and reporting. Partners with business and technology leaders to set priorities, guide solution architecture and implementation, improve engineering practices, and develop team capabilities. Requires extensive technology leadership, quantitative methods, financial services knowledge, and modern software architecture experience.

Provides operational support for new institutional account creation, client onboarding, documentation review, and Fidelity’s commission management program. Responsibilities include vendor and client interactions, invoice approval and processing, statement analysis, issue resolution, data entry, reporting, and project assistance. The role requires accurate multitasking across multiple systems, strong communication, brokerage operations experience, and FINRA Series 7 and 63 licenses.

Lead complex onboarding and asset-conversion projects for banks, trust departments, RIAs, broker-dealers, and other institutional clients moving onto Fidelity’s wealth management platform. Own implementation lifecycles, coordinate cross-functional stakeholders, manage client relationships, resolve issues, evaluate operating models, and support account setup, transfers, maintenance, escalations, and onsite business conversions.

Manages Fidelity’s annuity product portfolio, including product specifications, contracts, rates, reporting, vendor relationships, training materials, and market analysis. Coordinates cross-functional product enhancements involving actuarial, compliance, legal, operations, technology, risk, finance, and distribution teams. Contributes annuity expertise to product development, roadmap planning, insurance initiatives, and customer-focused strategy. Requires deep fixed and variable annuity knowledge, strong project management, communication, analytical, and stakeholder-influence skills.

Leads corporate treasury strategy across liquidity, balance sheet management, capital planning, investments, cash forecasting, funding, debt, repo, hedging, and risk management. Manages a team of 8–10 professionals, oversees treasury policies and reporting, leads Corporate ALCO activities, supports executive stakeholders, and maintains relationships with rating agencies and financial institutions.

Leads business analysis and cross-functional delivery of enterprise data products and intelligence capabilities. Translates strategic priorities into business requirements, test plans, and scalable analytics solutions; directs data validation, issue resolution, stakeholder alignment, and project execution. Partners with Finance, Technology, and business teams to advance data strategy, visualization, and AI-enabled decision support. Mentors analysts and communicates complex data insights to executives.