FMAX Technology Consultant

Fidelity Investments•Smithfield, RI

3d•$110,000 - $225,000•Onsite

About The Position

A Technology Consultant for FMAX (Fidelity Managed Account Xchange) serves as the bridge between clients, product, technology, and distribution teams, translating complex platform capabilities into practical solutions that drive advisor adoption and business growth. They support product enablement by providing technical expertise and partnering with stakeholders to ensure successful implementation, optimization, and ongoing utilization of FMAX products and tools. This role will support the product and sales organization by supporting discussions related to architecture, integrations, and client needs. The primary responsibilities include: Solutions Architect - Lead solution design and delivery for FMAX implementations, conversions, and platform integrations to ensure client’s needs can be addressed and incorporated Product Enablement - Act as a subject matter expert on FMAX capabilities and broader Fidelity technology ecosystem to keep strategic clients updated on available features and upcoming enhancements Release Management - Communicate to both technical and non-technical audiences by participating in client discussions on release notes, development items, and product roadmap updates to align their strategy with FMAX

Requirements

Bachelor's degree required.
Deep technical knowledge of brokerage, advisory and trust solutions platforms
Ability to communicate complex technical concepts to both technical and non-technical audiences
Experience partnering with c-suite decision makers to lead solution design and delivery of end-to-end wealth management ecosystems and workflows for large complex enterprises
Ability to influence and inform the FMAX future strategy by representing the voice of the client, influencing product development.
Series 7 and 65 licenses required (pass within 90 days)
15 plus years of financial services experience
Willingness to travel 60% Nationally

Nice To Haves

MBA, CFA or equivalent graduate degree a plus.

Responsibilities

Lead solution design and delivery for FMAX implementations, conversions, and platform integrations to ensure client’s needs can be addressed and incorporated
Act as a subject matter expert on FMAX capabilities and broader Fidelity technology ecosystem to keep strategic clients updated on available features and upcoming enhancements
Communicate to both technical and non-technical audiences by participating in client discussions on release notes, development items, and product roadmap updates to align their strategy with FMAX