{"id":1975574,"url":"https://alion.io/job/fidelity-investments-senior-associate","title":"Senior Associate, Financial Solutions","company":{"id":21095,"name":"Fidelity Investments","domain":"fidelity.com","url":"https://alion.io/company/fidelity","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boston, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":103000,"max":211000,"currency":"USD","period":"year","gross":null,"usd_annual":211000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Agentic Workflows","optional":false},{"name":"Python","optional":false}],"status":"live","first_seen_at":"2026-10-06T21:12:30Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-20T18:19:43Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"Fidelity will not provide immigration sponsorship for this position.\nJob Description:\nThe Role\nThis 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:\nDefine financial planning problems and translate them into testable research questions and quantitative methodologies\nTurn research into implementable solutions by developing prototypes, decision rules, calculation specifications, and functional requirements in partnership with product and technology teams.\nDevelop, validate, and back-test quantitative models using simulation, financial modeling, and scenario analysis.\nEvaluate how planning and investment decisions interact, including the effects of account type, asset location, funding source, portfolio assumptions, product selection, and market uncertainty on customer outcomes. \nImprove the transparency and explainability of financial recommendations so customers, representatives, and business partners can understand the assumptions, trade-offs, and drivers of an outcome.\nExplore responsible applications of generative AI and agentic workflows to accelerate research, scenario development, testing, documentation, and explanation of planning recommendations.\nThe Expertise and Skills you bring\nRequired\nHolds a bachelor’s degree or graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree\nHas 3 plus years of relevant financial services experience\nDemonstrated experience:\nBe able to work on projects independently under guidance from experienced team members\nDeveloping quantitative models or optimization in python and Excel or optimization packages\n\nDemonstrated experience or interest in Financial Planning\nPreferred\nCFA and / or a CFP are a plus; willingness to pursue either preferred\nExperience in technology or technology background a plus\nExperience in developing solutions, prototypes, or solutions leveraging generative AI.\nIn addition to above the expertise and skills mentioned requirements, the ideal candidate:\nIs excited to help Fidelity customers with financial planning\nDemonstrates intellectual curiosity, initiative, and love for learning new skills and capabilities\nPossesses strong quantitative and problem-solving skills\nAbility to work independently, as part of a team, and with direction from management or tenured team members\nEnjoys working in a fast-paced team-based environment\nHas excellent communication skills\nThe Team\nThe Financial Solutions team, part of Strategic Advisors, develops the research, quantitative methodologies, and decision frameworks that underpin the financial advice and guidance Fidelity provides to wealth, brokerage, and workplace customers through representatives and digital experiences.\nThe team works across traditional planning boundaries, bringing together financial planning, profiling, tax planning, investment planning, optimization, behavioral insights, and technology. We research complex customer problems, develop and test potential solutions, and partner across Fidelity to bring those solutions to market.\nOur work includes developing methodologies for retirement planning which include tax-efficient withdrawals, Roth conversions, savings and distribution strategies, retirement-income funding, healthcare decision support tools, and other decisions that require customers to coordinate their financial plans with their investment portfolios.\nFidelity’s Onsite Working Model\nFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.\nThe base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.\nBase 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.\nWe 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.\nPlease 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.\nCertifications:\nCategory:\nMarketing","description_format":"text","description_chars":5416,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-06T21:12:30Z"}],"visa":[],"liveness":{"score":54,"band":"ok","label":"Likely open","p_open":1,"p_active":0.717,"p_room":0.75,"age_days":13,"expected_fill_days":18,"reasons":["conf:5","velocity","win:late","comp:brand"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":211000,"is_top_pay":true},"html_url":"https://alion.io/job/fidelity-investments-senior-associate","json_url":"https://alion.io/job/fidelity-investments-senior-associate.json","meta":{"generated_at":"2026-10-20T20:04:17Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23265,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":21095},"rest":"https://alion.io/mcp/rest/get_company?id=21095"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffidelity-investments-senior-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffidelity-investments-senior-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffidelity-investments-senior-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/fidelity-investments-senior-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffidelity-investments-senior-associate"}]}