Top Tech Jobs & Startup Jobs in NYC, NY

Engage clients through appointments, webinars, market briefings, and live events to educate them on Fidelity’s brokerage offerings and trading strategies. Apply equity, options, technical, and fundamental analysis to support informed trading, improve customer retention, and identify business development opportunities. Maintain expertise in market mechanics, volatility, option Greeks, and statistics while representing Fidelity across digital and in-person channels.

Engage clients face-to-face in an Investor Center, provide personalized financial planning and mentorship, recommend investment strategies, build relationships, and expand client assets. The role requires presenting complex financial solutions, delivering excellent customer experiences, and leveraging Fidelity’s investment platform while developing a client-focused business.

Build and deepen relationships with an existing client base in an Investor Center. Provide personalized investment guidance, comprehensive financial and retirement planning, and recommendations aligned with client needs. Engage clients face-to-face, introduce investment strategies, attract additional assets, and deliver an exceptional customer experience while maintaining regulatory compliance and supporting clients’ long-term financial goals.

Provides personalized investment guidance, comprehensive financial planning, retirement solutions, and relationship management for an existing client base in an Investor Center. Engages clients face-to-face, recommends investment strategies, expands client assets, and delivers a strong customer experience. Requires securities licensing, investment knowledge, relationship-building ability, and compliance with financial industry regulations.

Leads comprehensive financial and estate planning engagements for high-net-worth clients and advisors. Provides expertise in retirement, investment, insurance, estate, tax, and family wealth transfer planning using eMoney and related tools. Manages a regional territory, builds client relationships, communicates complex concepts clearly, and coaches junior team members. The role is primarily remote with client and investor center meetings in NY, NJ, or PA and 5%–20% travel.

Develops financial planning and sales associates through coaching, mentoring, consultative-selling training, and expertise in investment, advisory, insurance, and retirement solutions. Partners with branch management and consultants to create development plans, improve client interactions, support product implementation, and grow associate books of business. Requires financial services sales experience, Series 7 and Series 66 licenses, and strong public speaking and leadership skills.

Leads product strategy and roadmaps for Fidelity Digital Assets offerings. Develops business cases, revenue models, pricing, and delivery plans; prioritizes initiatives based on customer and market needs; advises on digital asset trends and regulations; aligns technology, operations, legal, risk, compliance, and commercial teams; influences senior leaders; and manages a high-performing product team.

Lead strategy, analytics, and regulatory governance for CrossStream, identify growth opportunities via data analysis, coordinate cross-functional initiatives, and expand industry partnerships to grow Fidelity's electronic trading business.

As a Financial Consultant, you will engage with clients to provide personalized financial planning and investment solutions, leveraging an existing client base to deepen relationships and support retirement goals.

The Senior Consultant, Actuary advises clients on retirement and benefit programs, reviews annual pension valuations, trains associates, manages client budgets, and collaborates with business partners.