Fidelity Investments

Managing Director- 401K Relationship Manager

Fidelity Investments · Full Time · 17 hours ago

Fidelity Investments

🌎 United States 💵 $79000 - $153K per year ⭐ 10+ yrs exp 💼 Others

The Managing Director serves as the primary contact for defined contribution clients, managing a book of business and acting as a trusted advisor to plan sponsors and advisors. They are responsible for strategic plan direction, resolving client issues, and coordinating internal resources to implement Fidelity solutions.

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Tri-State Regional Business Development Consultant

Fidelity Investments · Full Time · 3 days ago

Fidelity Investments

🌎 United States 💵 $110K - $225K per year ⭐ 5-10 yrs exp 💼 Sales

Collaborate with advisors to increase knowledge of Donor Advised Funds and charitable vehicles to grow American philanthropy. Build and maintain productive relationships with key intermediaries and internal distribution colleagues in the Tri-State region.

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Business Development Director

Fidelity Investments · Full Time · 5 days ago

Fidelity Investments

🌎 United States 💵 $65000 - $210K per year ⭐ 10+ yrs exp 💼 Sales

Drive relationships and sales growth within strategic wirehouse firms by engaging with COIs, private wealth teams, and Regional Directors. Deliver thought leadership, practice management insights, and investment perspectives across various product offerings.

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Principal Technology Risk Analyst

Fidelity Investments · Full Time · 6 days ago

Fidelity Investments

🌎 United States 💵 $140K - $150K per year ⭐ 5-10 yrs exp 💼 Finance

Facilitates external audit activities related to financial reporting and regulatory compliance while performing risk assessments for emerging technologies. Develops control strategies and coordinates readiness engagements across DevOps, Cloud, and Technology Operations.

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Director, Defined Contribution Senior Consultant, Fidelity Workplace Consulting

Fidelity Investments · Full Time · 7 days ago

Fidelity Investments

🌎 United States 💵 $110K - $222K per year ⭐ 10+ yrs exp 💼 Others

Responsible for business development and the overall delivery of data consulting services for Defined Contribution benefit programs. This includes managing client relationships, leading value-add proposals, and overseeing project plans to ensure they meet strategy and budget.

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Principal Data Engineer

Fidelity Investments · Full Time · 13 days ago

Fidelity Investments

🌎 United States 💵 $141K - $166K per year ⭐ 5-10 yrs exp 💼 Software Development

Design and implement scalable single and multi-tenant data solutions and real-time pipelines using cloud technologies. Lead architecture design, mentor junior team members, and manage the full project life cycle for complex data applications.

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Principal Software Engineer/Developer

Fidelity Investments · Full Time · 13 days ago

Fidelity Investments

🌎 United States 💵 $178K - $188K per year ⭐ 5-10 yrs exp 💼 Software Development

Design and develop cloud-native software solutions and microservices using Java, Spring Boot, and AWS. Lead architecture design, mentor junior engineers, and manage the full project lifecycle to meet divisional business goals.

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Vice President, Account Executive

Fidelity Investments · Full Time · 14 days ago

Fidelity Investments

🌎 United States 💵 $100K - $120K per year ⭐ 5-10 yrs exp 💼 Sales

The role involves managing the Central territory to acquire and maintain relationships with public and private companies acting as their transfer agent. It requires collaborating with existing Fidelity relationships and building awareness with law firms, venture capital, and private equity firms.

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Regional Vice President, Executive Service - National

Fidelity Investments · Full Time · 15 days ago

Fidelity Investments

🌎 United States 💵 $96000 - $210K per year ⭐ 10+ yrs exp 💼 Others

Lead and manage a team of Executive Planning and Benefits Planning Consultants to drive market share growth and client satisfaction. Oversee business results, regulatory compliance, and cross-company partnerships to enhance the Executive Services offering.

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Financial Customer Associate - Omaha / Lincoln, NE area ONLY

Fidelity Investments · Full Time · 19 days ago

Fidelity Investments

🌎 United States ⭐ 0-2 yrs exp 💼 Finance

Assist customers with 401k account balances, withdrawals, loans, and general account maintenance. Provide financial education and resources to help customers achieve their financial goals.

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Investment Management Consultant II - RCS

Fidelity Investments · Full Time · 22 days ago

Fidelity Investments

🌎 Canada, India, United States ⭐ 2-5 yrs exp 💼 Finance

Acts as a subject matter expert on managed accounts to drive customer experience, retention, and sales in collaboration with Financial Consultants. Manages a diverse book of clients, conducting annual plan reviews and providing comprehensive advisory support.

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VP of Business Development - Private Shares

Fidelity Investments · Full Time · 22 days ago

Fidelity Investments

🌎 United States 💵 $130K - $264K per year ⭐ 10+ yrs exp 💼 Sales

Drive new business growth by building and activating founder pipelines within the startup ecosystem. This involves cultivating relationships with venture capital firms, law firms, and accelerators to convert leads into qualified sales opportunities.

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Vice President, Fidelity Workplace Consulting - Health & Welfare

Fidelity Investments · Full Time · 25 days ago

Fidelity Investments

🌎 United States 💵 $130K - $264K per year ⭐ 10+ yrs exp 💼 Healthcare

Lead client relationships by providing comprehensive health and welfare support, strategic recommendations, and innovative plan design solutions. Manage and mentor a team of associates while collaborating with leadership to expand the client base through RFPs and marketing efforts.

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Vice President & Actuary, Fidelity Workplace Consulting - Health & Welfare

Fidelity Investments · Full Time · 25 days ago

Fidelity Investments

🌎 United States 💵 $130K - $264K per year ⭐ 10+ yrs exp 💼 Finance

Lead client relationships to provide comprehensive health and welfare support, strategic recommendations, and innovative financial solutions. Co-lead the development of actuarial models and standards while mentoring a team of associates.

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Retirement Planner - Los Angeles, CA

Fidelity Investments · Full Time · a month ago

Fidelity Investments

🌎 United States 💵 $50000 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

Provide education and guidance to tax-exempt retirement plan participants to help them maximize benefits and make informed investment decisions. Drive customer loyalty and asset growth through needs-based analysis and consultative selling.

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Retirement Planner - Houston, TX (Remote)

Fidelity Investments · Full Time · a month ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Others

Provide education and guidance to tax-exempt retirement plan participants to help them maximize benefits and make informed investment decisions. Drive customer loyalty and asset growth through needs-based analysis and consultative selling.

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Retirement Planner - Phoenix, AZ

Fidelity Investments · Full Time · a month ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Others

Provide education and guidance to tax-exempt retirement plan participants to help them maximize plan benefits and make informed investment decisions. Drive customer loyalty and asset growth through needs-based analysis and consultative selling.

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VP, Advanced Planning

Fidelity Investments · Full Time · 4 months ago

Fidelity Investments

🌎 Israel, United States 💵 $150K - $165K per year ⭐ 10+ yrs exp 💼 Others

The Vice President, Advanced Planning acts as a financial planning and estate planning subject matter expert for high-net-worth clients and their advisors, leading comprehensive planning engagements using tools like eMoney. This role, supported by an analyst, serves advanced planning client engagements across a geographic region, primarily utilizing video technology alongside in-person meetings.

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Client Support Specialist - San Antonio, TX Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with customers via inbound calls, providing product and service guidance while processing transactions. You will also manage client cases, research issues, and communicate solutions to enhance client financial success.

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Client Support Specialist - Greater Nashville, TN Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

Engage with customers through inbound calls, addressing inquiries and providing product and service guidance. Collaborate with internal partners to resolve complex client requests and identify opportunities for enhancing client financial success.

business-development communication hiring time-management

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Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with customers to respond to inquiries and provide product and service guidance. You will also manage client cases, research issues, and collaborate with internal partners to resolve complex requests.

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Client Support Specialist - Greater Tampa, FL Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will enhance relationships with high-net-worth clients and respond to their inquiries. You will also process customer requests related to various financial products and services.

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Client Support Specialist - Greater Kansas City, MO Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 China, Russia, United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with customers via inbound calls, providing guidance and processing transactions. You will also manage client cases, research issues, and collaborate with internal partners to resolve complex requests.

business-development communication hiring time-management

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Client Support Specialist - Greater St. Louis, MO Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 China, United States ⭐ 2-5 yrs exp 💼 Support

Engage with customers via inbound calls to respond to inquiries and provide product and service guidance. Collaborate with internal partners to resolve complex client requests and identify opportunities for enhancing client financial success.

business-development communication hiring time-management

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Client Support Specialist - Greater Richmond, VA Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 Italy, United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with customers via inbound calls, responding to inquiries and providing product and service level guidance. You will also process transactions and handle specialized monetary requests.

business-development communication hiring time-management

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Client Support Specialist - Greater Phoenix, AZ Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 Azerbaijan, United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with customers via inbound calls, providing product and service guidance and processing transactions. You will also manage client cases, research issues, and communicate solutions while identifying opportunities to enhance clients' financial success.

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Client Support Specialist - Greater Charlotte, NC Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will enhance relationships with high-net-worth clients and help increase customer loyalty. You will engage with customers through inbound calls, responding to inquiries and processing requests.

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Client Support Specialist - Greater Miami, FL Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with high net worth clients, responding to inquiries and processing transactions. You will also collaborate with internal partners to resolve complex client requests and identify opportunities for enhancing client financial success.

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Client Support Specialist - Greater Seattle, WA Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States 💵 $50000 - $76000 per year ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with customers to respond to inquiries and provide product and service guidance. You will also manage client cases, research issues, and collaborate with internal partners to resolve complex requests.

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Client Support Specialist - Greater Indianapolis, IN Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with high net worth clients, responding to inquiries and processing transactions. Your role will focus on enhancing customer loyalty and driving business development opportunities.

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Client Support Specialist - Greater Portland, OR Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with customers via inbound calls, providing product and service guidance while processing transactions. You will also manage client cases, research issues, and communicate solutions to enhance client financial success.

business-development communication hiring time-management

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Client Support Specialist - Greater Austin, TX Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will engage with customers to respond to inquiries and provide guidance on products and services. You will also manage client cases, research issues, and collaborate with internal partners to resolve complex requests.

business-development communication hiring time-management

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Client Support Specialist - Greater Orlando, FL Area (REMOTE)

Fidelity Investments · Full Time · 5 months ago

Fidelity Investments

🌎 United States ⭐ 2-5 yrs exp 💼 Support

As a Client Support Specialist, you will enhance relationships with high-net-worth clients and respond to their inquiries. You will also process customer requests related to various financial products.

business-development training hiring interviewing

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Technical Talent Acquisition Consultant

Fidelity Investments · Full Time · 8 months ago

Fidelity Investments

🌎 Ireland ⭐ 2-5 yrs exp 💼 Recruitment

You will support the recruitment lifecycle with a strong focus on sourcing and candidate engagement, collaborating with hiring managers over time. Your role includes expanding and nurturing the talent network through proactive market research and ongoing relationship management.

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