Lead - Financial Solutions

Job Description:

Job Title: Lead - Financial Solutions

The Team

The Financial Solutions team, part of Fidelity’s Strategic Advisors Inc., is the central team that develops financial solutions and planning methodologies offered to our retail and workplace customers.

We help answer questions like “When can I retire?”, “Should I pay down my debt or invest?”, “What’s the real cost of leaving the workforce to care for a loved one?”, “How should I withdraw from accounts of multiple tax-registration in retirement?” etc.  The team also conducts research, provides thought leadership on a range of financial planning topics, and aids in investment product development.

 

The Purpose of the Role

As Lead, Financial Solutions, the candidate will be part of the Financial Solutions India Team at Strategic Advisors Inc., driving the development of advanced financial methodologies that underpin Fidelity’s planning and advisory offerings for both retail and workplace clients. The role entails executing the long-term strategic vision for financial planning frameworks and spearheading the creation of innovative financial solutions. The candidate will collaborate across multiple business units to transform concepts into market-ready solutions.

The Value You Deliver

The ideal candidate should be capable of translating real-world problems into robust mathematical models. Given the uniqueness of each challenge the team faces, the candidate must demonstrate the ability to think creatively, and design new mathematical frameworks tailored to each distinct problem.

This role requires close partnership with cross-functional stakeholders—including business leaders, asset management, technology, and legal teams—to ensure seamless end-to-end development and integration of financial products and solutions within Fidelity’s existing advice and guidance ecosystem.

 

Expertise We Are Looking For

The ideal candidate should have a strong foundation in quantitative investment theories and optimization techniques (including Gurobi), along with a comprehensive understanding of U.S. financial systems, retirement planning, and tax regulations. Expertise in applying AI/ML solutions within the financial domain will be highly advantageous. As the position involves developing sophisticated prototypes to illustrate complex financial planning concepts, basic proficiency in both front-end and back-end web development is essential.

• Advanced degree in quantitative field (Masters, PhD)

• CFA / FRM / CPA / Actuary / MS Finance etc.

• Strong knowledge of quantitative investment theories

• 5+ years of experience in field of investment / asset management

• Strong knowledge of optimization techniques is must, including advanced competency in Gurobi

• Strong knowledge about US retirement system and taxation

• Strong knowledge of AI/ML and LLMs – fine-tuning, domain adaptation etc.

• Knowledge of front end and back-end web development to develop and deploy a web-based prototype

• Python / R / Gurobi

The Skills That Are Key to This Role

• Demonstrated critical thinking, sound judgment, and proactive initiative, with the ability to navigate cross-functional areas and diverse product lines.

• Entrepreneurial mindset with strong problem-solving capabilities; adept at applying mathematical frameworks to address complex, real-world challenges.

• Proven ability to perform effectively in fast-paced, high-pressure, and evolving work environments.

• Deep passion for conceptualizing, designing, and delivering innovative financial products and solutions that meet customer needs.

• Exceptional communication skills, with the ability to engage and influence both technical and non-technical stakeholders across all organizational levels.

• Ability to build and sustain trusted relationships while collaborating across teams, leveraging expertise to drive business outcomes and inform strategic approaches.

• Intellectually curious, fostering a culture of continuous learning, mentoring, and coaching within the organization.

• Committed to developing a well-rounded skill set—combining technical proficiency with business acumen—to better understand and serve the diverse needs of customers.

How the Work Will Impact the Organization
The role will help strengthen Fidelity’s advice and guidance ecosystem by enabling innovative financial solutions, supporting research and thought leadership and improving customer outcomes across retail and workplace offerings.   Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. 

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.  For information about working at Fidelity, visit Fidelitycareers.com Fidelity Investments is an equal opportunity employer.

Certifications:

Category:

Data Analytics and Insights