Fidelity Investments

Fidelity Investments Jobs & Careers

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30+ days ago

Senior IT Product Manager - Client & Advisor Onboarding

Fidelity Investments Smithfield, RI

Manage product lifecycle of client/advisor onboarding platform capabilities (Account Opening, eSignature, online forms, vendor integrations… Fidelity Investments

30+ days ago

Financial Service Call Center Manager

Fidelity Investments Denver, CO

Lead a highly engaged team that supports our relationship model and drives extraordinary results Build loyalty, drive customer satisfaction, deliver… Fidelity Investments

30+ days ago

Director, Human Resources

Fidelity Investments Boston, MA

The HR Director role manages HR's relationship with the business. The position is responsible for understanding the businesses supported to improve… Fidelity Investments

30+ days ago

QA Engineer

Fidelity Investments Durham, NC +2 locations

Participates in creating test plans, data, procedures and manual and/or automated scripts Participates as observer in formal reviews of application… Fidelity Investments

11 days ago

Technology Talent Acquisition Consultant

Fidelity Investments Smithfield, RI +3 locations

Partner with hiring managers to understand business unit objectives related to role, such as skills, knowledge, experience, and competencies… Fidelity Investments

30+ days ago

Financial Analyst III - Client Analytics

Fidelity Investments Boston, MA

The main functions of this role include ensuring accurate Revenue and Expense attribution to clients as well as client and segment level… Fidelity Investments

30+ days ago

Vice President, Call Center Operations

Fidelity Investments Denver, CO

· Lead the center to achieve call center operational performance targets, build site awareness, ownership, and accountability for operational results… Fidelity Investments

18 days ago

Margin Representative

Fidelity Investments Jersey City, NJ

The Margin Representative provides oversight ensuring processing requests have the proper paperwork, signatures and legal documentation based on… Fidelity Investments

30+ days ago

Director, Asset Management Compliance Business Management, Strategy and Planning

Fidelity Investments Smithfield, RI +2 locations

include the administration of AMCs planning, budgeting and management reporting processes. The successful candidate will be capable of supporting… Fidelity Investments

30+ days ago

Account Executive

Fidelity Investments Boston, MA +5 locations

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer… Fidelity Investments

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Fidelity Investments CEO Abby Johnson
Abby Johnson
82 Ratings
  • 3 people found this helpful  

    A Great Place to Start

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Full Trader in Denver, CO (US)
    Former Employee - Full Trader in Denver, CO (US)

    I worked at Fidelity Investments full-time (more than an year)


    Series 7 & 63 are paid for and the training program is excellent, they are paying a lot of money to license you and really want you to pass.
    There are multiple shifts available to you which you bid for, and most people receive their first choice in shifts.
    Amazing, supportive co-workers.
    The best technology I have used in the Finance industry.
    401(k) matching is among the best in the industry, but annual salary is not competitive.
    Good work/life balance.
    Team outings each quarter.


    The call volume is ridiculous, and you spend most of your time resetting passwords, even once you are on the full-trader gate.
    Fidelity talks a lot about career development, but team meetings and one-on-one coaching sessions with your manager are constantly canceled due to call volume. A manager cannot develop his/her employees without ever speaking with them.
    Even when you are promoted you do not get a raise, you get an increase in variable comp, and that is determined by whether you hit your metrics. You can get a "promotion" without ever getting a "raise".
    Management is hit-or-miss. I worked for a couple of amazing, hands-on managers who were very engaged with their teams. I also worked for a few managers that appeared to do nothing other than sit around and play games on their phones all day.
    A lot of push-back from different departments when you try to transfer calls.
    Metrics are constantly changing. What is important one quarter may be meaningless the next quarter. It makes it very difficult to try to establish a routine on your calls when you don't know what measurements your bonus will be based on.
    This is a call center job. Don't try to kid yourself, you will be on the phones 8 hrs/day. Unless you get a position in a branch, you will be on the phones, even if you are "promoted" to another role.

    Advice to ManagementAdvice

    Call center employees burn out, they need time off of the phones. Find a way to guarantee OPA at least once-a-week. There is nothing more frustrating than sitting at your desk with no calls in queue with OPA cancelled. Also, give actual raises for promotions. A rep working high net worth or premium should expect a bump in pay for being promoted from core.

    Positive Outlook
    Disapproves of CEO

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