Senior Associate, Financial Solutions

The Role

Are you someone passionate about helping Fidelity’s customers answer key financial planning questions such as When can I retire?, Should I pay down my debt or invest?, and What is the real cost of leaving the workforce to care for a loved one? If yes, come join Financial Solutions and be part of the team which develops the methodology that provides answers to these questions and more for our retail and workplace customers.

You’ll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers.

The Team

The Financial Solutions team, part of Strategic Advisers, develops the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients through interactions with representatives and digital tools. The team also conducts research, drives innovation, and provides thought leadership on a range of financial planning and investment topics.

The Expertise and Skill You Bring

This role will work with a range of teams at Fidelity including Fidelity Technology, Platform, Analytics, Product Management, Legal, and Compliance teams, among others. Your responsibilities will include:

The ideal candidate:

Investment Operations

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.