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Fidelity Investments

2025 Undergraduate Full-Time - Fidelity YOU

Fidelity Investments, Westlake, TX, United States


Job Description:

The Fidelity YOU Program is an early career program experience crafted to prepare individuals for a career in operations. Participants are placed in a full time position and assimilate into their business team on day 1. The Fidelity YOU program kicks off in week 2 with a week long onboarding and teambuilding event in Westlake, Texas.

Upon completion of the robust 2 week on-boarding experience, participants begin training for their full-time role and come together monthly with their cohort for business unit networking and learning sessions focused on building skills and capabilities.

Fidelity YOU is crafted to support recent graduates in their assimilation to our culture and provides numerous opportunities throughout the 24 month experience for networking, relationship building and accelerated learning. The program meets the learner where they are and provides experiences for associates to learn and apply their newly developed skills in a safe cohort environment. The program experience provides associates with the tools and resources needed to build a robust career in operations.

The Skills You Bring

  • The program starts in June 2025, and will require a bachelor's degree

  • The ability to interpret sophisticated client requests and communicate clearly

  • Outstanding problem-solving ability and analytical skills

Program Highlights

The following business areas participate in the program. You will be hired into your full time role on day 1 and participate in Fidelity YOU's 2 week onboarding. Post onboarding, the cohort will come together for 4 hours monthly for 24 months - providing ongoing opportunities to accelerate your skill development and expand your network across our operations community - all in support of helping you build a career in operations.

  • Operations and Services Group (OSG) (Westlake, TX): provides back-office support functions for a registered broker dealer that provides systems support, operational services, information management and financial products to retail and institutional customers worldwide. This includes responding to inbound calls, performing trade execution, and acting as a client advocate throughout the Fidelity organization.

  • Client Experience (CE) (Smithfield, RI/ Westlake, TX): provides service and operational support to clients including addressing client inquiries regarding: Transfer of Assets, New Accounts, and Money Movement. The Client Experience organization is committed to delivering innovative client experience solutions across our platforms, products and services.

  • Fidelity Fund and Investment Operations (FFIO) (Merrimack, NH and Westlake, TX):provides accounting and investment management support services to Fidelity businesses and mutual fund shareholders. The mission of FFIO is to deliver exceptional investment services. In this group, participants will shadow roles through four groups within FFIO including fund accounting, data management, trade processing, and regulatory reporting.

  • Brokerage (Westlake, TX): supports Fidelity's Personal Investment associates and Retail clients with new accounts, account features, money movement and other needs. PI is dedicated to pursing accurate and swift execution of every client request.

The Value You Deliver

  • Relationship building opportunities with numerous teams within Fidelity to service our clients while supporting divisional business needs with a "client first" mentality

  • Delivering accurate results quickly and efficiently applying effective time management skills.

  • Driving innovation through curiosity and comprehensive understanding of business processes and challenges.

  • Supporting clients using various problem-solving techniques and ensuring quality of service.

  • Maintaining a consistent daily workflow, gaining industry knowledge and building professional skills

Our Commitment to You

  • Student loan assistance and tuition reimbursement for eligible employees

  • Up to 23 days of paid time off per calendar year (based on years of service) plus 8 paid Federal holidays

  • Opportunities to volunteer and give to your local community during work hours

  • Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias

  • To learn about additional benefits, click: https://jobs.fidelity.com/benefits/

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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