Senior Associate, Financial Solutions

Job Description:

Job Title: Senior Associate, Financial Solutions

The Role

As a senior certification associate with Financial Solutions, you help certify and maintain the profiling (asset allocation & suitability) methodology that supports Fidelity's discretionary and non-discretionary advice offerings.

Your work supports Fidelity client's in determining which investment products and asset allocation are most suitable, given their own personal characteristics and preferences; and you play a key role in the testing of new methodology and periodic profiling scoring impact analysis.

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:

• Certification that the Financial Solutions methodology/model has been implemented as designed
• Identifying and accessing data for financial planning methodology research and development
• Attention to detail and ensuring quality of implementation by designing and executing rigorous processes.
• Supporting the design and implementation of prototypes
• Working knowledge of generative AI and Vibe coding is a plus
• Is excited to help Fidelity customers with financial planning.
• Has a solid understanding of and passion for the software development lifecycle and quality assurance principles.
• Demonstrates intellectual curiosity, initiative, and love for learning new skills and capabilities.
• Possesses strong quantitative and problem-solving skills.
• Enjoys working in a fast-paced team-based environment.
• Has experience with or is willing to learn skills over time related to quantitative model construction; data analytics; and programming languages such as R, Python and Visual Basic for Excel.
• Can manage and prioritize their work towards a deadline independently and working with a team.
• Proficient in SQL with the ability to write simple to complex SQL queries.
• Has an understanding of technology and user experience implications when implementing methodology
• Holds a bachelor's degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree.
• Has an interest in pursuing the CFP designation to increase their financial planning domain knowledge
• Has 1-3 years of relevant financial services experience
• Has excellent communication skills.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The Financial Solutions team, part of Strategic Advisors, develops the financial planning methodologies that underpin the financial 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 in financial planning and provides thought leadership on a range of financial planning topics, as well as aids in investment product development.

The base salary range for this position is $85,000-171,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

Marketing

Client-provided location(s): Boston, MA

Job ID: Fidelity-2123503

Employment Type: OTHER

Posted: 2026-02-03T18:46:58