
10,000+ employees
Founded 1946
💸 Finance
🤝 B2B
👥 B2C
💰 $2M Series unknown on 2024-03
Finance • B2B • B2C
Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.
🔥 3 minutes ago
🗻 New Hampshire, New York, +1 more states – Remote
💵 $110k - $225k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💼 Consultant
👻 Ghost score 0%
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10,000+ employees
Founded 1946
💸 Finance
🤝 B2B
👥 B2C
💰 $2M Series unknown on 2024-03
Finance • B2B • B2C
Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.
• Lead solution design and delivery for FMAX implementations, conversions, and platform integrations • Ensure client needs are addressed and incorporated into solutions • Act as a subject matter expert on FMAX capabilities and the broader Fidelity technology ecosystem • Keep strategic clients updated on available features and upcoming enhancements • Participate in client discussions on release notes, development items, and product roadmap updates • Communicate release and roadmap information to technical and non-technical audiences • Support product and sales organization discussions related to architecture, integrations, and client needs • Partner with clients, product, technology, distribution, and investment teams to drive platform growth, advisor adoption, and business results
• Bachelor's degree required • MBA, CFA, or equivalent graduate degree is a plus • Deep technical knowledge of brokerage, advisory, and trust solutions platforms • Ability to communicate complex technical concepts to technical and non-technical audiences • Experience partnering with C-suite decision makers to lead solution design and delivery of end-to-end wealth management ecosystems and workflows for large complex enterprises • Ability to influence and inform FMAX future strategy by representing the voice of the client and influencing product development • Series 7 and 65 licenses required; pass within 90 days • 15+ years of financial services experience • Willingness to travel 60% nationally • Fidelity will not provide immigration sponsorship for this position
• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility
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