What are the responsibilities and job description for the Salesforce Engineer position at Fidelity Investments?
Job Description
Salesforce Engineer
Note: Fidelity is not providing immigration sponsorship for this position
The Role
This role offers the opportunity to join a SaaS/cloud-first, innovative, and fast-paced technology team within Fidelity Institutional Technology, supporting the Institutional Client Group (ICG). The team is responsible for the discovery, analysis, and delivery of client experience and servicing applications for institutional customers.
In this role, you will contribute to the development and enhancement of client servicing capabilities within the Salesforce CRM platform, helping improve the servicing model and elevate the overall client experience.
Responsibilities
As a Software Engineer, you will work closely with experienced developers and business partners to design, build, and support scalable Salesforce solutions that enable both new and existing FAMS technology products. You will help translate business requirements into technical solutions while growing your expertise in Salesforce and enterprise application development. Key responsibilities include:
Fidelity Institutional’s FAMS business unit is a distribution and client service organization dedicated to the institutional marketplace. It is one of the largest organizations serving the U.S. institutional market, with more than $540 billion in assets under administration and over 750 institutional customers. We serve as a gateway to Fidelity’s broad and deep institutional investment management capabilities.
You will be part of a collaborative and diverse team supporting business-critical applications across multiple environments. The team values continuous learning, mentorship, and delivering practical, high-quality solutions aligned with business needs.
This is an excellent opportunity for an early-career engineer who is eager to build technical expertise, gain exposure to enterprise-scale platforms, and contribute to impactful client-facing solutions.
Certifications
Category:
Information Technology
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.
Salesforce Engineer
Note: Fidelity is not providing immigration sponsorship for this position
The Role
This role offers the opportunity to join a SaaS/cloud-first, innovative, and fast-paced technology team within Fidelity Institutional Technology, supporting the Institutional Client Group (ICG). The team is responsible for the discovery, analysis, and delivery of client experience and servicing applications for institutional customers.
In this role, you will contribute to the development and enhancement of client servicing capabilities within the Salesforce CRM platform, helping improve the servicing model and elevate the overall client experience.
Responsibilities
As a Software Engineer, you will work closely with experienced developers and business partners to design, build, and support scalable Salesforce solutions that enable both new and existing FAMS technology products. You will help translate business requirements into technical solutions while growing your expertise in Salesforce and enterprise application development. Key responsibilities include:
- Develop and enhance Salesforce solutions supporting client servicing and business operations
- Collaborate with business and technology teams to deliver scalable, high-quality solutions
- Support integration between Salesforce and other systems using APIs and standard integration patterns
- Assist with troubleshooting and resolving issues in development, testing, and production environments
- Participate in code reviews and follow engineering best practices
- Continuously learn and apply new Salesforce features and technologies
- 2–4 years of experience in software engineering development, with exposure to Salesforce preferred
- Foundational knowledge of Salesforce.com (Sales Cloud, Service Cloud, or Communities experience is a plus)
- Working knowledge of Salesforce platform development, including Apex, Lightning Components (LWC), and Flows
- Familiarity with Salesforce development tools and environments (e.g., VS Code, Git, CI/CD concepts)
- Basic understanding of integration patterns and REST APIs
- Exposure to Salesforce data modeling and data management concepts
- Experience writing Apex classes, triggers, and unit tests (or willingness to learn quickly)
- Ability to contribute to multiple projects in a collaborative, team-oriented environment
- Experience working in Agile development environments
- Strong problem-solving and analytical skills with attention to detail
- Effective written and verbal communication skills
- Willingness to learn and grow within a fast-paced engineering team
- Salesforce Platform Developer I certification (or working toward certification)
- Experience with scripting or programming languages such as Java, JavaScript, or Python
- Exposure to cloud platforms such as AWS
- Familiarity with web technologies (HTML, CSS, JavaScript)
- Awareness of testing tools or practices (e.g., Provar, automated testing concepts)
- Exposure to tools like Conga CLM or DocuSign
Fidelity Institutional’s FAMS business unit is a distribution and client service organization dedicated to the institutional marketplace. It is one of the largest organizations serving the U.S. institutional market, with more than $540 billion in assets under administration and over 750 institutional customers. We serve as a gateway to Fidelity’s broad and deep institutional investment management capabilities.
You will be part of a collaborative and diverse team supporting business-critical applications across multiple environments. The team values continuous learning, mentorship, and delivering practical, high-quality solutions aligned with business needs.
This is an excellent opportunity for an early-career engineer who is eager to build technical expertise, gain exposure to enterprise-scale platforms, and contribute to impactful client-facing solutions.
Certifications
Category:
Information Technology
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.