F

Fidelity Investments

Manages investments and workplace retirement plans

Process Automation Engineer - Multiple Teams

Full-TimeUpdated on 10/24/2026
No salary listed
Mid, Senior
Bachelor's, Master's
Covington, KY, USA
In PersonFidelity's onsite working model is transitioning by region and role; specific onsite expectations may vary.
Software EngineeringBackend Engineering
No H1B Sponsorship

About the job

Requirements
  • A bachelor's or master's degree in computer science, Informatics, or a similar analytical field.
  • At least 4 years of overall experience in financial services or technology.
  • At least 3 years of hands-on robotic process automation development experience using Blue Prism, with scripting proficiency in object-oriented languages such as Python, C#, or Java and knowledge of the application development lifecycle.
  • Hands-on expertise in Blue Prism surface automation and backend automation using code or APIs.
  • At least 2 years of experience with data extraction and manipulation tools such as Alteryx, Informatica, Talend, or Pentaho.
  • Hands-on experience with Microsoft Power Platform, including Power Apps and Power Automate for event-driven and triggered automation workflows.
  • Understanding of Microsoft Dataverse, including relational data modeling, table relationships, security roles, and performance considerations, and ability to write complex SQL queries and debug stored procedures.
  • Experience designing and consuming RESTful APIs, including building or configuring custom API connectors to integrate internal and external systems.
  • Understanding of relational database concepts, including data normalization, query optimization, and transactional consistency across enterprise applications.
  • Ability to understand business processes, design process flow diagrams, and apply the automation development lifecycle.
  • Experience working in an agile, continuous integration environment.
Responsibilities
  • Deliver high-quality, scalable, and maintainable intelligent automation solutions in an agile environment using Blue Prism, Microsoft Power Platform, and data-driven automation tools.
  • Design, develop, and enhance end-to-end automation solutions spanning robotic process automation, low-code applications, workflow automation, and API-based integrations to simplify and modernize operational processes.
  • Build and maintain data and analytics automation workflows using Alteryx, translating business logic from source systems such as Excel, SQL, file-based inputs, and APIs into accurate and efficient automation solutions.
  • Design and develop Power Apps, preferably model-driven apps, and Power Automate workflows, using Dataverse for secure, scalable, well-modeled enterprise data storage.
  • Participate in adopting and evolving AI-assisted automation capabilities, including Copilot Studio and AI agents, to improve efficiency, decision support, and user experience across Stock Plan Services operations.
  • Provide technical leadership within an agile squad by influencing design standards, engineering best practices, reusability patterns, and automation governance.
  • Collaborate with business partners and IT teams to deploy, support, and maintain production automation solutions, ensuring resilience, availability, and operational stability.
  • Support existing automation assets within established controls, compliance, and audit requirements, contributing to risk and operational posture.
  • Establish and maintain deployment checklists, technical documentation, solution designs, and user documentation across Blue Prism, Power Platform, Alteryx, and integrated systems.
Desired Qualifications
  • Familiarity with AI-assisted automation concepts such as Copilot Studio and AI agents; hands-on experience is highly preferred.
  • Blue Prism Developer, Professional Developer, or ROM Architect certification; Alteryx Designer Core certification; or Microsoft Power Platform certifications such as PL-400 or PL-200.
  • Foundational AI or Copilot Studio credentials.

About the company

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$247.8B

Headquarters

Boston, Massachusetts

Founded

1946

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Simplify Jobs

Simplify's Take

What believers are saying

  • Growth supports business investment: March 2026 reporting showed Fidelity's 2025 revenue rose 15% to $37.7 billion.
  • Eligible US employees build retirement savings: Fidelity combines a 401(k) match with annual profit sharing.
  • Investment teams gained product scope: Fidelity launched four active small and midcap ETFs in April 2026.

What critics are saying

  • Technology careers face restructuring: Fidelity cut about 800 jobs in its technology and product overhaul in May 2026.
  • Boston staff face less flexibility: April 2026's policy sets five office days from September, with phone-support exemptions.
  • Custody teams face irreversible errors: Fidelity's bitcoin fund warns lost private keys without backups permanently strand assets.

What makes Fidelity Investments unique

  • Public shareholders do not set Fidelity's agenda: the investment group remains privately held.
  • Fidelity competes on fund costs: its four ZERO index mutual funds charge no expense ratio.
  • Platform scale supports large projects: Fidelity reported $18 trillion under administration for year-end 2025 in March 2026.

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Benefits

  • Health Insurance
  • Mental Health Support
  • Hybrid Work Options
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Unlimited Paid Time Off
  • Parental Leave
  • Student Loan Assistance
  • Tuition Reimbursement

Company News

Yahoo Finance
Oct 22nd, 2026
Fidelity's Timmer says AI bubble risk lies in debt, as CoreWeave bond yields top 15%

Fidelity's director of global macro, Jurrien Timmer, says any AI bubble may sit in debt markets rather than stocks. Yields on bonds from AI cloud provider CoreWeave topped 15% last week, even as equity valuations fall. Timmer compared CoreWeave's yield with a Bloomberg index of junk-rated telecom bonds from the 1998 to 2000 boom. In that era, the warning came from debt, not dot-com stocks. Highly rated AI borrowers still look stable, he said. CoreWeave's 2031 notes yielded 15.78% last Thursday. Its debt rose from $21 billion at the end of 2025 to $35 billion by June 30, and net interest expense of $640 million took about a quarter of second-quarter revenue. Chief executive officer Mike Intrator said its backlog, near $104 billion, more than covers its debt.

Business Wire
Oct 16th, 2026
Newsroom | Business Wire

The global leader in press release distribution and regulatory disclosure. Public relations and investor relations professionals rely on Business Wire for broad-based and targeted market reach.

IT桔子
Oct 15th, 2026
Veir raises $24.9M Series A+ for high-temperature superconductor power transmission

US startup Veir has raised $24.9 million in a Series A+ round. VXI Capital, Galvanize Climate Solutions, Fidelity Investments, Congruent Ventures, The Engine, and Breakthrough Energy Ventures invested. Veir develops a way to transmit electricity using high-temperature superconductors (HTS). Its platform uses evaporative cryogenic cooling. The technology lets utilities carry more power at lower voltage within a smaller right-of-way. This helps connect the lowest-cost renewable resources to the places that need them.

BehindLogin
Oct 15th, 2026
Who has the best Workplace Pension App 2026?

Who has the best Workplace Pension App 2026? Oliver Lane Founder, Product Lead Bristol, UK - 15 October 2026 BehindLogin has released the 2026 edition of its Workplace Pension App Benchmark report. In the last year the baseline has risen, competition has tightened and those standing still risk being left behind. Scottish Widows comes top of the leaderboard. Scottish Widows is awarded Best Overall Winner, offering an app experience that allows members to save, invest and plan for their retirement. The strongest providers help members to understand their pensions and also make the next step simpler, yet none combine best-in-class capability and execution across the full experience. Product investment has focused largely on helping people to understand their pension and more work is required to support members with managing contributions. "Ahead of the release of the pensions dashboard, connected journeys will be key in helping people to find & understand their savings." - Oliver Lane, Founder & CEO, BehindLogin Ten critical features. With a focus on 10 features across 10 leading providers, the report uncovers what pension providers are really delivering, who leads and where the biggest opportunities lie. Most competitor insight stops at what providers say they offer. This report goes further, observing real members using their pension apps to understand what actually happens behind-the-login. "BehindLogin's work in systematically assessing major pension providers across a range of critical member engagement criteria is unique in the UK pensions sector. For anyone interested in how this market is serving its members, from employers to policymakers, consultants to market competitors, this annual report should be required reading." - Tom McPhail, Pensions Expert Awards and leaderboard highlights. * Best Over-all: Scottish Widows leads across four features, setting the pace across contributions, investments, communications and retirement planning. * Runner-Up: L&G excels with its pension overview and delivers consistently strong investment, retirement planning and support experiences across the app. * Most Engaging: Standard Life is celebrated for making pensions engaging through personalisation, interactive tools, approachable content and goal-based experiences. * Best Design: Cushon stands out for its distinctive native design, with visual comparisons and intuitive controls that make complex tasks feel approachable. * Most Innovative: Mercer is recognised for pushing beyond core pension servicing through connected finances, locating lost pension pots and interactive planning. * A notable mention also to Fidelity, a solid all rounder that achieved 5th place in the leaderboard, leading on support and contact options. Expert voices. "It's great to see member experience rising up everyone's agenda. The next step is more joined-up journeys that help members take positive action." - Chloe Taylor, Quietroom "The single best thing a member can do for their retirement is save more, yet it remains one of the hardest things to do in a pension app." - Jonathan Hawkins, Hawkins Strategic Advisory On a mission to inspire the next generation of digital experiences. BehindLogin's research combines real customer journeys, rigorous benchmarking and specialist product and UX analysis. This allows product teams to: * See what customers really experience across competitor apps, websites, communications and service journeys * Benchmark where they lead, match or fall behind using an independent, evidence-based framework. * Identify best-in-class experiences and understand what makes them effective. * Turn competitor evidence into action across product strategy, roadmaps, and experience design. Access the benchmark report. You can download a snapshot of the report from its benchmark report page. To access the Full 1-10 Leaderboard, Provider Diagnostics, UI Screens & Journey Maps, a Best-In-Class Showcase and its Subscription offering, please request the full report. Press enquiries. For press enquiries and assets, please contact [email protected] Intrigued? Let's talk.

Business Wire
Oct 13th, 2026
Inscripta Announces the First Commercial Shipment of Its Onyx™ Digital Genome Engineering Platform and Closes $150 Million in New Financing

Financing round led by Fidelity and T. Rowe Price funds underscores vast opportunities to bring Inscripta’s technology to the broader bioeconomy.