Jobs at Fidelity Investments - Page 35

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Sales and Client Management Representative - Salt Lake City

Fidelity Investments - Salt Lake City, UT

The Client Management Representative (CMR) is a member of an inbound relationship management team designed to retain, acquire and deliver on the needs of clients with assets below $200,000. You will interact directly with our customers and answer inbound telephone inquiries, respond to client e-mails and conduct strategic annual reviews with customers with the goal of providing superior custome...

Application Deadline: None

Phone, Regional Planning Consultant - Denver

Fidelity Investments - Denver, CO

The Phone Regional Planning Consultant will support PWI (Personal & Workplace Investments) phone sites and collaborate with the phone site leadership team to improve manager and associate knowledge, awareness, activity and results in the following areas: Guidance (Guidance Lead Flow Quantity and Quality), PAS, FILI, Funds and Brokerage offering. It is critical that the Phone RPC align with the ...

Application Deadline: None

Systems Analyst - Project Coordinator

Fidelity Investments - Durham, NC

The Money Movement Services team, part of the Account and Cash Services (ACS) group, is responsible for implementing services that interact with multiple systems across the organization. The team is seeking a systems analyst to assist with project coordination tasks. This associate will be responsible for project tracking, resource management, financial reporting, and overall project management...

Application Deadline: None

Accounting Manager, Risk & Controls

Fidelity Investments - Boston, MA

The position will be part of Corporate Accounting's Financial Risk and Controls team which is responsible for developing Fidelity's financial reporting risk and controls program and support of the overall controllership initiative. Position will be located in Boston, with activities supporting all accounting and finance teams, located in Boston, MA; Jersey City, NJ; Westlake, TX; Covington, KY ...

Application Deadline: None

Staffing Consultant (Contract Position)

Fidelity Investments - Albuquerque, NM

The Staffing Consultant is responsible for implementing all aspects of the internal and external recruiting process for designated internal clients by providing efficient, cost-effective, creative recruiting recommendations that result in the employment of talented professionals. The incumbent will be required to ensure that technical staffing needs of Fidelity are met by finding and presenting...

Application Deadline: None

Portfolio Specialist - Denver, CO

Fidelity Investments - Greenwood Village, CO

Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account Executive. It is a direct customer contact...

Application Deadline: None

Portfolio Specialist - Covington, KY

Fidelity Investments - Covington, KY

Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account Executive. It is a direct customer contact...

Application Deadline: None

Portfolio Specialist - Salt Lake City, UT

Fidelity Investments - Salt Lake City, UT

Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account Executive. It is a direct customer contact...

Application Deadline: None

Portfolio Specialist - Merrimack, NH

Fidelity Investments - Merrimack, NH

Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account Executive. It is a direct customer contact...

Application Deadline: None

Wealth Management Relationship Manager - San Francisco, CA

Fidelity Investments - San Francisco, CA

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidan...

Application Deadline: None

Portfolio Specialist - Jacksonville, FL

Fidelity Investments - Jacksonville, FL

Portfolio Specialist Position Description: The role of Portfolio Specialist is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Account Executive. It is a direct customer contact...

Application Deadline: None

Director Omni Channel Experience

Fidelity Investments - Smithfield, RI

Personal Investing (PI) and Workplace Investing (WI), units of Fidelity Personal, Workplace and Institutional Services (PWIS), help millions of people save and invest through individual retail accounts and workplace savings plans. PI and WI build lifetime relationships with customers and provide employers with cost-effective, integrated employee benefit solutions. The companies serve customers ...

Application Deadline: None

Technical Project Manager - Java, OBIEE, Informatica

Fidelity Investments - Durham, NC

Fidelity Stock Plan Services (SPS) provides public and privately held companies with the expertise and convenience of a single provider to administer their equity compensation programs across a range of vehicles, including: Employee Stock Purchase Plans, Restricted Stock Awards/Units, Performance Plans, Stock Option Plans, and Stock Appreciation Rights. Since its inception in 2001, SPS h...

Application Deadline: None

Systems Services Support Analyst

Fidelity Investments - Smithfield, RI

The Systems Services & Support Analyst is a technical contributor position within the Fidelity Personal, Workplace, and Institutional Services (PWIS) Production Operations group. This position primarily supports Fidelity’s Customer Data Strategy Applications, however the position is part of a team supporting multiple applications within the Personal Investing division of PWIS. You will be a mem...

Application Deadline: None

Financial Representative - Braintree, MA

Fidelity Investments - Braintree, MA

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidan...

Application Deadline: None