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Fidelity Program Jobs in New York (NOW HIRING)

Fidelity Investments

Senior Compliance Advisor

Jersey City, NJ · On-site

$85K/yr

  • Medical

  • Retirement

  • PTO

You will collaborate closely with Internal Controls, Audit, and other business partners to continuously strengthen the compliance program as the regulatory landscape and Fidelity's business activity ...

Fidelity Investments

Manager, Equity Trading

New York, NY

$80K - $120K/yr

  • Medical

  • Retirement

  • PTO

The Equity High Touch Trading desk provides equity trading services in blocks, programs, and rebalances for a wide array of Fidelity's customers. For more information visit www.fidelitycapitalmarkets ...

Fidelity Investments

Consultant, Actuary

New York, NY

$89K - $180K/yr

  • Medical

  • Retirement

  • PTO

Note: Fidelity will not provide immigration sponsorship for this position. The Role We are ... You are knowledgeable in benefit program design, legislative, accounting and regulatory ...

Fidelity Investments

Senior Associate, Actuary

New York, NY

$80K - $153K/yr

  • Medical

  • Retirement

  • PTO

Note: Fidelity will not provide immigration sponsorship for this position. The Role We are ... Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS ...

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Fidelity Program information

What is a fidelity program?

A Fidelity Program, often referred to as a loyalty program, is a structured rewards system offered by companies to encourage repeat business from customers. Participants in a Fidelity Program typically earn points, discounts, or other incentives for making purchases or engaging with the brand. These programs are designed to enhance customer retention and increase brand loyalty by providing ongoing benefits. Fidelity Programs can be found in various industries, including retail, hospitality, and banking, and may include tiered rewards, special offers, or exclusive member events. Enrolling in a Fidelity Program is usually free and can provide significant value to frequent customers.

What are the key skills and qualifications needed to thrive as a fidelity program manager, and why are they important?

To thrive as a Fidelity Program Manager, you need expertise in project management, data analysis, and customer relationship management, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms, data analytics tools, and certifications such as PMP or Six Sigma are commonly required. Strong communication, problem-solving, and leadership skills help in driving program success and engaging stakeholders. These skills ensure effective program execution, customer satisfaction, and alignment with organizational goals.

What are some typical challenges faced by professionals working in a fidelity program management role, and how are they addressed?

Professionals in Fidelity Program management roles often encounter challenges such as ensuring consistent customer engagement, accurately tracking rewards data, and integrating new technologies with existing systems. These challenges are addressed by collaborating closely with IT teams, implementing robust data analytics tools, and maintaining transparent communication with customer service and marketing departments. Staying proactive about industry trends and regularly assessing program effectiveness also helps teams adapt and deliver value to both the organization and its customers.

What is the difference between Fidelity Program vs Customer Service Representative?

AspectFidelity ProgramCustomer Service Representative
Required CredentialsBasic knowledge of financial products, certifications varyHigh school diploma or equivalent, customer service skills
Work EnvironmentFinancial institutions, client engagement, program managementCall centers, retail locations, client interaction
Employer & Industry UsageFinancial services, investment firmsBanking, retail, telecommunications

The Fidelity Program typically involves managing client loyalty initiatives and financial product engagement, requiring some financial knowledge. Customer Service Representatives focus on assisting clients with inquiries and support across various industries. While both roles involve client interaction, the Fidelity Program is more specialized in financial program management, whereas Customer Service Representatives handle broader customer support tasks.

What are the entry-level jobs at Fidelity Program?

Entry-level jobs at Fidelity Program typically include roles such as customer service associate, administrative assistant, or operations associate. These positions often require basic skills in communication, computer proficiency, and a high school diploma or equivalent, with on-the-job training provided. They offer opportunities to gain industry experience and develop professional skills within the financial services environment.

What are popular job titles related to Fidelity Program jobs in New York?

For Fidelity Program jobs in New York, the most frequently searched job titles are:

What job categories do people searching Fidelity Program jobs in New York look for?

The top searched job categories for Fidelity Program jobs in New York are:

What cities in New York are hiring for Fidelity Program jobs?

Cities in New York with the most Fidelity Program job openings:

Fidelity Program jobs near you
Infographic showing various Fidelity Program job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Financial Consultant - Greenwich, CT

Fidelity Investments

Greenwich, CT • On-site

Full-time

Re-posted 22 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
  • Proven success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Coachable, collaborative, and curious are key attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, takes initiative and exceeds customer expectations
  • Extensive knowledge of investment solutions

The Team
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
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:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Sales
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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