Jobs at Fidelity Investments

Owns and manages a book of defined-contribution clients, serving as primary contact and trusted advisor. Builds relationships, resolves client issues, consults on plan design and regulatory matters, coordinates internal resources, leads investment strategy discussions, and ensures service delivery for Plan Sponsors and Advisors.

Manage end-to-end implementation and maintenance of custom client websites and digital communications. Lead requirements gathering, design/UX reviews, QA and testing, coordinate SSO and security scans, manage timelines, budgets, capacity, roadmaps, and stakeholder communication while applying Agile principles and improving team processes.

Provide financial planning support alongside Financial Consultants and Wealth Planners, deliver client consultations, identify consolidation/referral opportunities, use tools (Salesforce, Glance) to manage client engagement, conduct outbound outreach, and help deepen client relationships while mentoring peers.

Provide financial planning consultations alongside Financial Consultants and Wealth Planners, using Fidelity guidance tools to educate clients, uncover opportunities, consolidate assets, and deepen client relationships. Maintain organized contact strategies (Salesforce), conduct outbound outreach, mentor peers, and support plan implementations to meet client goals.

The Senior Consultant, Actuary advises clients on retirement and benefit programs, reviews annual pension valuations, trains associates, manages client budgets, and collaborates with business partners.

Seeking a Senior Associate Actuary to perform pension valuations, assist in project coordination, and train analysts while ensuring compliance and client profitability.

The role involves advising clients on retirement benefits, leading pension valuations, training staff, managing client relationships, and overseeing project budgets.

Face-to-face advisor role managing an existing client base: deliver personalized investment and retirement plans, deepen relationships, present complex solutions, mentor clients, and grow assets using Fidelitys open-architecture platform and resources.

Lead business development and service delivery of data consulting for Defined Contribution plans. Manage client relationships, deliver proposals to contract sign-off, oversee project plans, budgets and risks, and define/apply client-specific plan administration, systems configuration and data solutions.

The Financial Planning Consultant delivers personalized financial planning and integrated financial solutions, guiding clients in retirement planning, investment management, and holistic portfolio strategies.

Provide senior-level consulting to large defined contribution clients on plan design, regulatory compliance (ERISA/IRS/DOL), administration, testing, and correction programs. Lead client relationships, facilitate strategic discussions, develop and implement projects, interpret plan documents, identify growth opportunities, and manage multiple priorities in a fast-paced environment.

Produce customized Requests for Proposals and sales materials for workplace investing clients. Manage proposal lifecycle: plan, organize timelines, research responses, coordinate with sales and product partners, maintain document quality and reuse, handle multiple concurrent projects, and train/mentor junior team members to improve processes and efficiency.

Develop customized financial plans for existing clients and warm leads using Fidelity planning tools. Conduct one-on-one appointments, present and implement investment solutions, grow relationships via proactive outreach, and refer complex needs to wealth management partners. Maintain state registrations and FINRA licensing, and work onsite at the assigned branch.

As a Data Consultant, you will manage data quality solutions for benefit programs, lead project delivery, and coordinate with clients and internal teams to ensure successful outcomes.

The role involves managing complex managed account sales and services for clients, focusing on customer satisfaction and collaboration with financial consultants to drive retention and sales.

The Senior Compliance Consultant advises large clients on aligning retirement benefit programs with business objectives while ensuring regulatory compliance. Responsibilities include strategic discussions, project development, and maintaining client relationships.

Consult with large defined contribution clients on retirement benefit programs, aligning strategies with business objectives under ERISA regulations, while managing multiple projects and fostering team collaboration.

The Vice President will oversee operational due diligence and negotiate commercial agreements with investment managers, ensuring sound practices and optimal financial terms.