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Fidelity Manager Jobs in Alabama (NOW HIRING)

Develop procedures and conduct integration, verification, and validation of developed models and simulations in order to ascertain fidelity. * Provide technical management and subject matter ...

Threat Manager

Huntsville, AL · On-site

$104K - $166K/yr

Develop procedures and conduct integration, verification, and validation of developed models and simulations in order to ascertain fidelity. * Provide technical management and subject matter ...

... fidelity. o Work with teachers to implement child assessment systems reliably, including ... management or coaching preferred. - Experience managing an infant/toddler or preschool program ...

Develop procedures and conduct integration, verification, and validation of developed models and simulations in order to ascertain fidelity. * Provide technical management and subject matter ...

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Fidelity Manager information

See Alabama salary details

$22.2K

$54K

$105.1K

How much do fidelity manager jobs pay per year?

As of Aug 11, 2026, the average yearly pay for fidelity manager in Alabama is $53,953.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $62,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a fidelity manager?

To thrive as a Fidelity Manager, you generally need a background in finance, investment management, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management systems, financial analysis tools, and certifications like CFA or FINRA licenses are typically required. Exceptional analytical thinking, attention to detail, and strong interpersonal communication help build trust with clients and stakeholders. These competencies are critical for ensuring accurate portfolio management, compliance with industry regulations, and maintaining client satisfaction.

What are the most common challenges faced by a fidelity manager in ensuring compliance with industry regulations?

A Fidelity Manager often faces the challenge of staying current with frequently changing financial regulations and ensuring that all internal processes align with those standards. This involves coordinating with compliance teams, conducting regular audits, and providing training to staff on new policies. Managing these responsibilities while maintaining strong client relationships and minimizing operational risk can be demanding, but it is essential for the integrity and reputation of the organization. Strong communication skills and attention to detail are key to overcoming these challenges.

What is the difference between Fidelity Manager vs Fidelity Analyst?

AspectFidelity ManagerFidelity Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, certifications like CFA or related often preferred
Work EnvironmentOversees teams, manages client portfolios, strategic planningAnalyzes data, supports portfolio decisions, research-focused
Employer & Industry UsageFinancial services firms, asset management companiesFinancial firms, investment banks, asset management firms

Fidelity Managers typically oversee teams and client portfolios, requiring leadership skills and strategic planning, while Fidelity Analysts focus on data analysis and research to support investment decisions. Both roles are integral in financial services, but differ in responsibilities and scope.

What is a fidelity manager?

A Fidelity Manager is a professional responsible for overseeing and maintaining the integrity and accuracy of records, assets, or investments, ensuring that company or client interests are protected against loss or fraud. They may work in industries such as finance, insurance, or asset management, managing processes related to compliance, risk assessment, and quality assurance. Their duties often include developing policies, conducting audits, and coordinating with other departments to ensure adherence to regulatory requirements. Effective Fidelity Managers possess strong analytical, communication, and organizational skills. They play a crucial role in safeguarding organizational reputation and client trust.
What are the most commonly searched types of Fidelity jobs in Alabama? The most popular types of Fidelity jobs in Alabama are:
Infographic showing various Fidelity Manager job openings in Alabama as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $53,953 per year, or $25.9 per hour.

VP, Advanced Planning

Fidelity Investments

Birmingham, AL • On-site

Full-time

Posted 12 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services


Job description

Job Description:

The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net worth clients and their advisors. Depending on our client's needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commutingdistance to an Investor Center or Regional Center in states or Tennessee, Arkansas, or Alabama.

The Expertise and Skills You Bring

  • Bachelor's Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP
  • 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
  • FINRA Series 7 and 66 obtained within 90-days of employment
  • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
  • Retirement, financial, investment, and insurance planning preferred
  • Experienced in working with business owners, start-ups/Pre IPO companies a plus
  • Works independently and able to lead an assigned territory to drive High Net Worth client engagements
  • Effectively coaches, develops, and applies junior team members
  • Thrives in a team environment to provide an exceptional client planning experience
  • Communicates complex subjects clearly and effectively
  • Emotional intelligence to successfully bond with and communicate with clients and their advisors
  • Possesses a solution-oriented, client-first work ethic
  • Works independently, balances tasks, and prioritizes work to maintain efficiency
  • Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

We are part of the Advanced Planning Leadership Development team collaborating with Fidelity's advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client's unique financial goals and family dynamics

Fidelity's Onsite Working Model
Fidelity 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.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Relationship Management

Please 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.


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