Senior Associate, Financial Solutions

Fidelity • Boston, MA

2d • $85,000 - $171,000

About The Position

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 How much do I need for healthcare in retirement?. 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. This role will work with a range of teams at Fidelity including Fidelity Technology, Platform, Analytics, Product Management, Legal, and Compliance teams, among others. 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.

Requirements

• Holds a Bachelor’s or Graduate degree in Engineering, Finance, Mathematics, Statistics, Econometrics, Computer Science, or a related quantitative field
• Has experience with quantitative model construction, data analytics and/or data science, and programming languages such as Python, R, SQL, Java, and VBA
• Communicates effectively with both technical and non-technical audiences
• Has an interest in financial planning and pursuing the CFP designation
• 1–3 years of relevant financial services experience
• Thrives in a fast paced, collaborative, team-based environment

Nice To Haves

• Working knowledge of generative AI and Vibe coding is a plus

Responsibilities

• Conducting financial planning research and assisting in the creation of Fidelity's planning methodologies and related collateral
• Identifying and accessing data for financial planning methodology research and development
• Identifying the impact of financial planning frameworks and decisions on customer behavior and outcomes
• Designing, developing prototypes & working with tech partners to implement prototypes
• Is enthusiastic about helping Fidelity customers through impactful financial planning and improved financial well‑being
• Demonstrates intellectual curiosity, initiative, and a desire to continuously learn new skills
• Brings strong quantitative, analytical, and problem‑solving capabilities
• Strong passion for data and financial planning, with a focus on improving customer well‑being

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level