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<h3>Job Description:</h3><p><strong>The Role </strong> </p><p>As an <strong>Alternatives Accounting Product Leader</strong>, you will blend hedge fund/private equity/private debt/real assets accounting and back-office operations expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the team together to execute on specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the ‘what and when’ of the work performed by the team through ongoing planning and prioritization, to enable the team to work iteratively, innovate when appropriate, celebrate successes, and learn from failures.</p><ul><li>Provide critical alternatives/private market subject matter expertise and context to accelerate the product roadmap and target state operating model.</li></ul><ul><li>Collaborate with the Alternatives Product Area Leader, other product area leads, technology teams, chapter leaders, and key collaborators. Together, define the highest priority work.</li></ul><ul><li>Define, refine, and communicate the team's mission to team members and business partners to empower and rally support</li><li>Anticipate, discover, and prioritize client / partner needs to serve as the voice of the clients and guide execution of the team</li><li>Measure performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspect and evaluate progress, and remove impediments for your team</li><li>Define, present, and evaluate results against agreed acceptance criteria</li><li>Make informed trade-off decisions to strike the right balance between quality, cost, and timelines</li><li>Maintain and develop your own expertise and knowledge in private market to ensure you bring the latest thinking to your role</li><li>Promote the agile while demonstrating the Fidelity leadership principles, you will promote and sustain an innovative culture.</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Subject matter expertise experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. </li><li>Advanced knowledge of broad and deep operations of private market products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments. </li></ul><ul><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. </li><li>Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria</li></ul><ul><li>Bachelor’s Degree or equivalent experience.</li><li>Agile and Jira experience required</li></ul><p><strong>The Team </strong></p><p>Alternatives Accounting Product Leader will join a team of customer obsessed fund and investment operations leaders. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. We strive to create innovative implementation solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. </p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Fidelity Investments

Alternative Accounting Product Leader

<h3></h3><h3>Job Description:</h3><p><strong>The Role</strong><br>We have an exciting sales opportunity in San Francisco (or Silicon Valley area) working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:</p><ul><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li><li><p>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the San Francisco and Silicon Valley Markets .</p></li><li><p>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</p></li></ul><p><br> </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</p></li><li><p>High aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Effective consultative sales and presentation skills</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position ​</strong></p><p><strong>The Team</strong></p><p>As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p><p><strong>Must live in the territory.</strong></p>The base salary range for this position is $70,000 - $175,000 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></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Regional Director/ External Wholesaler(San Francisco / Silicon Valley)

<h3>Job Description:</h3><p><strong>Principal Business Analyst, Digital Solutions</strong></p><p>The Role</p><p>Within Fidelity, our Digital Solutions Business Analysts are pivotal in partnering with business sponsors, co-leading key initiatives and translating customer and business needs into actionable solutions that deliver tangible value for our customers across digital experiences. This analyst will play a key role in Digital Channels Governance, ensuring consistent customer experiences across web and mobile applications &amp; delivering value to our customers and business through governance and standards by:</p><ul><li><p>Understanding how the customer interacts with Fidelity’s digital experiences and the tasks they need to complete.</p></li><li><p>Facilitating Channel Governance forums to ensure adherence to standards and alignment across stakeholders.</p></li><li><p>Partnering with teams to improve messaging creation and governance processes across Fidelity.com and Flagship Mobile.</p></li><li><p>Collaborating with cross-functional teams to drive impact, consistency, and scale across digital experiences.</p></li></ul><p><strong>The Expertise and Skills you Bring</strong></p><ul><li><p>Bachelor's degree required.</p></li><li><p>8+ years of business analysis experience (or Masters with 6+ years of experience), including experience with successful development and delivery of digital solutions.</p></li><li><p>Experience in digital product management, governance processes, experimentation, and applying data-driven outcomes.</p></li><li><p>Ability to communicate and collaborate effectively across multiple teams and stakeholders to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</p></li><li><p>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.</p></li><li><p>Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.</p></li><li><p>Familiarity with digital adoption platforms (e.g. Pendo) preferred.</p></li><li><p>Familiarity with tools like JIRA, Confluence for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.</p></li></ul><p><strong>The Team</strong></p><p>Digital Solutions members are passionate about bringing together people, process, and technology to serve our growing customer base. DS&amp;S members share a set of core product management and analytical skills, along with differentiating skills that are suited to the product to which they are aligned. This role will support the Digital Channels Governance mission to empower teams to create consistent customer experiences across web and mobile that align to business priorities, ensure adherence to standards, and promote efficiency and scale by leveraging reuse! As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to improve your skills and expand.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Principal Business Analyst, Digital Solutions

<h3></h3><h3>Job Description:</h3><p>The Director, Product Leader for Fidelity Institutional (FI) Common Authorization and Identity Services is accountable for defining and executing the vision, strategy, and roadmap for FI’s common identity and authorization solutions in support of our institutional and intermediary businesses. This role ensures alignment with enterprise objectives while delivering secure, scalable, and innovative products that meet client and stakeholder needs. Acting as the voice of the customer, the Director anticipates and prioritizes requirements, translating strategic objectives into actionable plans that enable seamless authentication and authorization experiences across platforms.</p><p>This position owns the full product lifecycle, including roadmap development, requirements definition, prioritization, release planning, and performance tracking against key metrics. The Product Leader drives cross-functional collaboration to resolve dependencies, make informed trade-offs, and ensure timely delivery of high-quality solutions. Responsibilities include monitoring progress, reporting, removing obstacles, and maintaining compliance with legal, regulatory, and risk standards. The role also engages with customers and business partners to gather insights, validate functionality, and communicate updates, ensuring that products deliver measurable business value.</p><p>As a senior leader, the Product Leader will coach and mentor engineer teams, fostering a culture of innovation, accountability, and continuous improvement. This includes guiding professional growth, providing feedback, and collaborating with functional leaders on hiring and training initiatives. Success will be measured by the ability to deliver solutions aligned with business priorities, manage inter-program dependencies, maintain a multi-year roadmap, and drive cross-functional alignment. The role demands both strategic and tactical thinking, data-driven decision-making, and the ability to lead through influence in a complex, matrixed organization.</p><p>Experience with security, fraud prevention, data platforms, and authorization services is highly desirable. Familiarity with financial domains such as CRM sales enablement, intermediary and international businesses, and securities trading is a plus. A commitment to continuous learning and applying the latest thinking to empower others is essential.</p><p>Fidelity Institutional delivers investment, trading, and technology solutions to institutional clients, including registered investment advisors, broker-dealers, and institutional investors. Our offerings include proprietary investment products—such as alternative investments and active ETFs—distributed through platforms like FundsNetwork and Wealth Advisor Solutions. We also provide institutional-grade equity and fixed income trading platforms, prime brokerage, and securities lending services, all supported by robust data and analytics.</p><p><strong>The Expertise You Have </strong></p><ul><li>Education – BS or MS required</li><li>10+ years of experience in technology development, solution delivery, and strategic leadership.</li><li>Experience with identity and authorization services, security, fraud prevention, and data platforms.</li><li>Familiarity with reference data platforms, master data management, data movement, data quality, and data integration.</li><li>Proven ability to translate strategic objectives into actionable plans, prioritize effectively, and maximize business value.</li><li>Skilled in leading through influence within complex, matrixed organizations and building high-performing teams.</li><li>Demonstrated success in fostering cross-functional collaboration and driving alignment across business units.</li><li>Expertise in creating and maintaining multi-year technology and capability roadmaps, managing complex dependencies, and ensuring alignment with enterprise objectives.</li><li>Committed to continuous improvement and modeling a culture of learning, innovation, and intellectual curiosity.</li><li>Understanding of enterprise technology standards and ability to ensure compliance with legal, regulatory, and risk requirements.</li><li>Knowledge of financial domains such as CRM sales enablement, intermediary and international businesses, and securities trading.</li><li>Analytical skills with a data-driven approach to decision-making and strategic trade-off analysis.</li><li>Strong communication, interpersonal, and relationship-building skills to engage and influence at all organizational levels.</li><li>Ability to balance technology and business priorities to deliver practical, scalable, customer-focused solutions.</li><li>Commitment to continuous learning and applying the latest thinking to empower teams and drive innovation.</li></ul><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Product Management<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>

Director, Product Management

<h3></h3><h3>Job Description:</h3><p>The Vice President, Product Area Leader for Fidelity Institutional (FI) Common Platform Engineering is a senior leadership role responsible for defining and executing the strategic vision for FI Common Platforms. This product area delivers critical shared capabilities, including authorization, reference data, identity services, and cloud automation. The role ensures customer value by aligning technology capabilities with business priorities across multiple teams and initiatives. Success requires strong engagement with internal partners to understand business needs, timing, and dependencies, while championing innovative approaches to fraud detection and prevention and strengthening the security of client information.</p><p>This role defines and evolves the vision, strategy, and mission of FI Common Platform Engineering, ensuring integration with enterprise objectives and technology standards. Core responsibilities include negotiating prioritization of strategic initiatives, managing budget allocation, and overseeing the creation and evolution of strategic roadmaps that influence multi-year planning and align with technology strategies and Centers of Excellence requirements. This leader partners with other Fidelity executives to resolve product area-level priorities based on client needs and enable effective execution.</p><p>Success will be measured by your ability to align with business priorities, manage inter-program dependencies, create and maintain a multi-year roadmap, foster cross-functional alignment, and deliver practical, scalable solutions. This position demands strategic thinking, data-driven decision-making, and the ability to lead through influence in a complex, matrixed organization. Experience with security, fraud prevention, data platforms, authorization services, and cloud delivery is highly desirable. Familiarity with specialized financial domains can enhance impact, and backgrounds in CRM sales enablement, intermediary and international businesses, and securities trading provide valuable insights into the solutions this product area enables. A commitment to continuous learning and bringing the latest thinking to empower others is essential.</p><p>Fidelity Institutional delivers investment, trading, and technology solutions to institutional clients, including registered investment advisors, broker-dealers, and institutional investors. Our offerings include proprietary investment products—such as alternative investments and active ETFs—distributed through platforms like FundsNetwork and Wealth Advisor Solutions. We also provide institutional-grade equity and fixed income trading platforms, prime brokerage, and securities lending services, all supported by robust data and analytics.</p><p><strong>The Expertise You Have </strong></p><ul><li>Education – BS or MS required</li><li>10–15+ years of experience in technology development, solution delivery, and strategic leadership.</li><li>Experience with security, fraud prevention, data platforms, authorization services, and cloud delivery technologies.</li><li>Proven ability to define and evolve product vision, mission, and strategy, and lead development of solutions aligned with business objectives.</li><li>Expertise in creating and maintaining multi-year technology and capability roadmaps, and prioritizing strategic initiatives while managing complex dependencies.</li><li>Strong understanding of enterprise technology standards and ability to ensure alignment with organizational objectives.</li><li>Demonstrated success in fostering cross-functional collaboration and driving alignment across business units.</li><li>Familiarity with financial domains such as CRM sales enablement, intermediary and international businesses, and securities trading.</li><li>Advanced analytical skills with a data-driven approach to decision-making and strategic trade-off analysis.</li><li>Ability to lead through influence in a complex, matrixed environment and inspire teams to deliver impactful results.</li><li>Strong communication, interpersonal, and relationship-building skills to engage and influence at all organizational levels.</li><li>Commitment to continuous learning, innovation, and applying the latest thinking to empower teams.</li></ul><p>Balanced understanding of technology and business needs to deliver customer-centric solutions.</p><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Product Management<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>

Vice President, Product Management

<h3></h3><h3>Job Description:</h3><p><strong>Developmental Regional Director (DREP)</strong></p><p>We have an exciting sales opportunity working in a designated sales territory covering exclusively Edward Jones Financial Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. This role will require the associate to live within the established geographic territory which includes WA, OR, ID, work remotely from home, as well be able to travel within the territory to interact face to face with clients/prospects.</p><p><strong>The Expertise and the Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>2-3 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Your outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Your excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Your passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Your commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Your ability to thrive in our fast paced environment and enjoy being part of a strong team</p></li><li><p>Your high aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Your effective consultative sales and presentation skills</p></li><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position ​</strong></p><p><strong>The Team</strong></p><p>As a Developmental Regional Director (DREP) your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p>The base salary range for this position is $65,000 - $75,000 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></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Developmental Regional Director(Pacific Northwest Territory)

<h3></h3><h3>Job Description:</h3><p><strong>Vice President, New Business Development – Fidelity Charitable</strong></p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Role</strong></p><p>Fidelity Charitable seeks an accomplished, strategic, and entrepreneurial Vice President of New Business Development to expand its donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs).</p><p>This executive will drive revenue growth by building institutional partnerships. These partnerships embed Fidelity Charitable’s donor-advised fund platform within strategic partner firms’ branded giving solutions. The ideal candidate combines a deep understanding of the wealth management and financial intermediary ecosystem with strong consultative sales skills and a passion for philanthropy.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Experience: 10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors.</li><li>Strategic Growth &amp; Sales</li><li>Identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians seeking a white label donor-advised fund program.</li><li>Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts.</li><li>Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams.</li><li>Relationship Management</li><li>Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms.</li><li>Serve as a trusted advisor, helping strategic partners integrate charitable giving into their client value proposition.</li><li>Market Development &amp; Positioning</li><li>Represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events.</li><li>Work closely with marketing and product teams to refine messaging, product design, and strategic partner enablement materials for institutional audiences.</li><li>Maintain a deep understanding of competitive offerings, industry trends, and regulatory developments in the charitable giving and wealth management sectors.</li><li>Internal Collaboration</li><li>Partner with Fidelity Investments’ institutional and intermediary channels to identify cross-platform opportunities.</li><li>Collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success.</li><li>Knowledge: Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks).</li><li>Skills:</li><li>Proven track record to develop and close complex, multi-stakeholder partnerships.</li><li>Exceptional communication, negotiation, and presentation skills.</li><li>Entrepreneurial approach with ability to navigate ambiguity and build new channels from concept to scale.</li><li>Education: Bachelor’s degree or equivalent experience required; MBA or CFP/Charitable Planning credential preferred.</li><li>Values: Passion for philanthropy, innovation, and expanding access to charitable giving</li></ul><p><strong>The Team</strong></p><p>Fidelity Charitable is an independent public charity that helps donors maximize their philanthropic impact through donor-advised funds (DAFs), making charitable giving simple, effective, and enduring. As the nation’s largest grantmaker, Fidelity Charitable partners with financial intermediaries, wealth management firms, and institutions to expand access to strategic giving solutions.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p><strong>Company Overview </strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>The base salary range for this position is $150,000 - $190,000 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></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Relationship Management

Vice President, New Business Development – Fidelity Charitable

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Product Analyst Consultant, you blend deep experience in Private Company Equity Administration and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with Fidelity Stock Plan Services and Fidelity Private Shares Product Owners (Squad Leaders) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!</p><ul><li>Lead analysis of business and batch processes to identify user needs and document requirements.</li><li>Collaborate with multi-functional teams.</li><li>Facilitate critical coordination across teams including planning, design and problem-solving.</li><li>Develop and maintain Agile artifacts including user stories, acceptance criteria, and product backlogs.</li><li>Build and implement test scenarios to validate solution effectiveness and business value.</li><li>Present findings and recommendations to all levels of management.</li><li>Drive continuous improvement in processes, policies, and procedures.</li></ul><p>Candidates must be a highly motivated self-starter with a sense of ownership, attention to detail and be an effective liaison between partners and your team. Attributes that lead to success in this role include curiosity, tenacity to follow up on details to gain a complete understanding of problem, highly collaborative approach to work, a high level of engagement and ownership of outcomes.</p><p><strong>Expertise and Skills You Bring</strong></p><ul><li>6+ years of experience in business and systems analysis, including Agile methodologies, data analysis, batch application development, data mapping, flowcharts, user acceptance testing, and product documentation.</li><li>Demonstrate an ability to lead complex analysis and translate highly technical and non-technical requirements.</li><li>Good business judgment – understands and focuses efforts on key business priorities, thinks holistically, uses business partners and focuses on return on investment.</li><li>Think strategically – understand customer, business partner needs and prior lessons to advise strategy direction and ongoing decision making.</li><li>Synthesizing sophisticated data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.</li><li>Solid focus on innovation and continuous improvement.</li><li>Experience with database queries and general data architecture.</li><li>Familiarity with APIs and batch processing.</li><li>Superb communication skills – written, verbal, and presentation.</li><li>Strong analytical and problem-solving skills.</li><li>Demonstrated ability to influence and collaborate across organizational boundaries.</li><li>Knowledge of Fidelity’s Managed Account solutions and Workplace investment products (preferred).</li><li>Bachelor’s degree or equivalent experience encouraged.</li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Delivering software solutions in a Scrum Agile environment</li><li>Leading and conducting Product analysis to identify needs and recommend effective solutions</li><li>Managing and maintaining the scrum team backlog, including writing user stories, defining acceptance criteria, supporting prioritization, and facilitating refinement sessions</li><li>Collaborating closely with business stakeholders, development teams, external vendors, and QA throughout the project lifecycle—from planning and requirements to design, testing, and implementation</li><li>Conducting product demonstrations and clearly explaining new features to large audiences, ensuring understanding and alignment across stakeholders</li><li>Supporting deployment and business readiness activities, including enablement planning, user documentation, internal training, and communication</li><li>Effectively managing and prioritizing multiple initiatives and Product analysis tasks simultaneously</li></ul><p><strong>The Team </strong></p><p>The Product Analyst (PA) is part of the Private Markets Customer Solutions’ Product Analyst Chapter (team), which supports product development across multiple private market domains. The PA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in private market administration applications from inception to delivery. Your squad will focus on developing integrated benefit experiences, creating participant personalization, all while simplifying our site interaction to increase engagement! You will help build innovative participant features for Fidelity Stock Plan Services and Fidelity Private Shares platforms.</p><p><em>Note: Fidelity is not providing immigration sponsorship for this position</em>.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Senior Product Analyst, Private Market Customer Solutions - Stock Plan Services

<h3></h3><h3>Job Description:</h3><p><strong>The Role</strong></p><p>We have an exciting sales opportunity in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.</p><p><strong>The Expertise and the Skills You Bring </strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>2-3 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Your outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Your excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Your passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Your commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Your ability to thrive in our fast paced environment and enjoy being part of a strong team</p></li><li><p>Your high aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Your effective consultative sales and presentation skills</p></li><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li></ul><p><strong>Must be willing to live in Wisconsin</strong></p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>As a Developmental Regional Director (DREP) your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.</p>The base salary range for this position is $70,000 - $175,000 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></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Developmental Regional Director (Wisconsin Territory)

<h3>Job Description:</h3><p><strong>Vice President, Planning &amp; Engagement </strong></p><p><br><strong>The Role</strong></p><p>The Vice President of Planning &amp; Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.</p><p>As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning &amp; Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.</p><p>The VP of Planning &amp; Engagement drives planning &amp; advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.</p><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Highly effective networker and relationship builder</p></li><li><p>Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions</p></li><li><p>Tenacious problem solver and strong project manager</p></li><li><p>Ability to analyze sophisticated data and present findings in a clear and compelling way</p></li><li><p>Bachelor's degree, MBA preferred</p></li><li><p>10+ years in Financial Services, with solid understanding of the retirement industry</p></li><li><p>Experience building productive client relationships in a client management or sales role</p></li><li><p>FINRA Series 7 &amp; 63 required</p></li></ul><p><strong>The Team</strong></p><p>The team is focused on developing a strong understanding of our clients’ priorities regarding the planning needs of their participants. We bring to life how Fidelity’s planning and advice capabilities can help their participants meet their financial goals<strong>. </strong>We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning &amp; Advice, Planning &amp; Advice, Stock Plan Services, Executive Services and our Retail offering.</p><p>Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning &amp; advice offerings.</p><p>Success in the role is based on driving increased usage of Fidelity’s Financial Wellness and planning &amp; advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity’s Managing Directors.</p>The base salary range for this position is $118,000-226,000 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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Client Service

26 Project Management / Professional Services Jobs in Merrimack, NH, USA