Job Description:
This paralegal/product management role aligns to the FI/FBOT legal team that provides advice on institutional investment advisory matters, institutional broker-dealer matters and related regulatory matters to various Fidelity businesses.
The Role
As part of the Fidelity Legal Department, the paralegal/product manager will work closely with the team of attorneys who provide legal advice on institutional investment advisory matters, institutional broker-dealer matters and related regulatory matters. Among other responsibilities, the paralegal/product manager will assist on matters regarding adviser advertising, forms and applications, client implementation, and document and invoice management. The role offers exposure to a variety of interesting Fidelity business units, personnel, products and services and the successful candidate must be capable of executing in a fast-paced environment.
The Expertise and Skills You Bring
- College degree required
- 3 – 8 years of professional experience
- Familiarity with documentation and contracts
- Past work in corporate legal department, law office, or financial services company
- Investment advisory or broker-dealer experience useful
- Strong attention to detail and ability to follow sophisticated processes
- Strong organizational skills to accurately spearhead work
- Ability to work independently and as a team member where steady collaboration is critical
- Understand business unit functions and engage Fidelity personnel in a productive way
- Critical thinking skills with good judgment and initiative
- Communicate clearly and effectively
- Quickly adapt to new and changing technology
The Team
As a paralegal/product manager in the Fidelity legal department, you will play a vital role supporting products and services offered to various institutional clients. Your position is recognized as a key and valued member of the team!
Certifications:
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 Best Place to Work in 2023. 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.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
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, or by calling 800-835-5099, prompt 2, option 3.
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 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.
