Fidelity Bank · 14 hours ago
Senior Associate, Financial Solutions
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $171K/yr
1+ years expFidelity Bank is part of Strategic Advisers LLC, and they are seeking a Senior Associate in Financial Solutions. The role involves certifying and maintaining the profiling methodology that underpins Fidelity's investment advice offerings and supporting the design and implementation of financial planning methodologies.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
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
Qualification
Required
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
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase