Fidelity Investments

  www.fidelity.com
  www.fidelity.com

Fidelity Investments Reviews

Updated 17 October, 2014
Updated 17 October, 2014
1,861 Reviews
3.7
1,861 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
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Abby Johnson
4 Ratings

Review Highlights

Pros
  • GOOD work-life balance: very rarely expected to work overtime (in 164 reviews)

  • Great Benefits, Employee friendly, but sometimes overkill with thousands of policies (in 206 reviews)


Cons
  • Company expects all dedication to work with little regard to work/life balance (in 52 reviews)

  • Lot of high level (senior management) politics played in a dirty manner (in 70 reviews)

More Highlights

Employee Reviews

Sort: Popular Rating Date
  1.  

    Very positive. Great opportunity to grow your career. They pay above average and good benefits and bonus

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Trainer in Toronto, ON
    Former Employee - Trainer in Toronto, ON

    I worked at Fidelity Investments full-time (more than 3 years)

    Pros

    Very team focused environment. Smart. hardworking people !

    Cons

    Very very busy with tight deadlines

    Advice to ManagementAdvice

    None. I think it is a well managed company

    Recommends
    Positive Outlook
    Approves of CEO
  2.  

    great company with above average pay and benefits

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Worked In Human Resources in Toronto, ON
    Former Employee - Worked In Human Resources in Toronto, ON

    I worked at Fidelity Investments full-time (more than 3 years)

    Pros

    Salary, benefits, people, culture, fun

    Cons

    It was a very busy place and short staffed. Some of the senior managers were difficult to speak with, stubborn and unapproachable

    Advice to ManagementAdvice

    Ensure that there are enough people on the team so that team members are not overworked.

    Recommends
    Approves of CEO
  3.  

    Not too bad

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Help Desk Technician in Toronto, ON
    Former Employee - Help Desk Technician in Toronto, ON

    I worked at Fidelity Investments full-time (more than an year)

    Pros

    Great career opportunities and many people had been with the company for years until of course they shut down half of the Canadian operation

    Cons

    No matter how good you are, you are indispensable

    Advice to ManagementAdvice

    Is there any management left? :)

    Recommends
    Positive Outlook
    Disapproves of CEO
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  5.  

    Good stepping stone for bigger and better things down the road

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Products in Toronto, ON
    Former Employee - Products in Toronto, ON

    I worked at Fidelity Investments full-time (more than 3 years)

    Pros

    - Friendly people
    - Good work/life balance
    - Good benefits

    Cons

    - Not much room in organization to move around (Canada)
    - Not a meritocracy - it's who you know and how much ass kissing you do
    - Middle managers are only in it for themselves so they can be senior management one day

    Doesn't Recommend
    Negative Outlook
    No opinion of CEO
  6.  

    satisfactory salary for the job

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Customer Services Representative in Toronto, ON
    Former Employee - Customer Services Representative in Toronto, ON

    I worked at Fidelity Investments part-time

    Pros

    It was fun environment to work in

    Cons

    More opportunities for career advancement would have been good.

    Recommends
    Neutral Outlook
    No opinion of CEO
  7.  

    The company has a long way to go in creating a positive corporate culture

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Customer Service Representative in Toronto, ON
    Former Employee - Customer Service Representative in Toronto, ON

    I worked at Fidelity Investments

    Pros

    The office is centrally located, very close to the subway and downtown amenities. The floors are open concept and get a lot of light.

    Cons

    The communication with management was always one way- from the top down. No opportunity for reps to provide some feedback to management and improve customer experience from the front line. It was challenging to work aged technologies (computer, fax, phones etc)

    Advice to ManagementAdvice

    It would be beneficial for employees, customers as well as management to improve channels of communication and create a more positive work atmosphere.

    Doesn't Recommend
    No opinion of CEO
  8. 1 person found this helpful  

    Good place to work.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Manager in Toronto, ON
    Current Employee - Manager in Toronto, ON

    I have been working at Fidelity Investments

    Pros

    - Pay for Performance
    - Excellent career development (if you choose to take it)

    Cons

    - Shifts in senior leadership leads to swings in strategic direction.
    - Down is the new up every 6 - 8 months.

    Advice to ManagementAdvice

    - Decide on one strategy and stick with it. This is not a reflection of C-level leadership, more of operational VPs. Too much churn in EVP and VP roles.

    Recommends
    Approves of CEO
  9. 2 people found this helpful  

    Good place to coast, not so good for growth

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Fidelity Investments

    Pros

    Compensation - pegged at 75th percentile of market for average performance - in other words, you get paid as much or better than 3/4 of the similar positions out there.

    Benefits -- management fee rebates on Fidelity Funds make the funds extremely competative.

    There is a high value placed on integrity and doing what is best for investors. I have personally seen senior management make decisions that harm the Fidelity bottom line because it's the right thing to do for customers -- and not because they were going to be "found out" but because the first question that everyone has to ask when resolving issues is "what's best for the unitholders?"

    Cons

    Excessive layering of management.
    Limited opportunities for non management staff to change tracks within the company. If you're not on the line management track, you'll be basically slotted in where you are and will not be given the opportunity to work in an area that might challenge you or develop skills. if you're on the management track it's a different story, but then you have a whole world of politics to live with.

    Advice to ManagementAdvice

    Keep up the delayering!

    Doesn't Recommend
    No opinion of CEO
  10.  

    Great benefits, good training progroms

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Benefits Master Associate in Toronto, ON
    Former Employee - Benefits Master Associate in Toronto, ON

    I worked at Fidelity Investments

    Pros

    Great benefits (dental, vision, vacation, tuition reimbursement, gym memebership reimbusement) The training provided is beneficial as it is comprehansive in Health & Welfare and Payroll benefit knowledge.

    Cons

    Little opportunity to move up within call centre. Tough to take ownership of issues as there are different departments that might need to work on an issue and the communication is inefficient between them. Addionally management is constantly changing the evaluation metrics, often times reverting back to old methods. Company is in transition period as many jobs are being relocated to other centres and thus long term stability within the organization is delicate.

    Advice to ManagementAdvice

    When making changing affecting customer service gather more feedback from front line workers

    Approves of CEO
  11. 3 people found this helpful  

    Working at Fidelity

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - IT Support in Toronto, ON
    Current Employee - IT Support in Toronto, ON

    I have been working at Fidelity Investments

    Pros

    Good benefits, challenging environment, many good people.

    Cons

    Lack of planning from management, crazy implementation schedules, outsourcing, lack of training and opportunities. No overtime pay for IT, aggressive cost cutting measures, redundant meetings and projects, lots of politics.

    Advice to ManagementAdvice

    Stop changing your plans every two months.

    Doesn't Recommend
    Disapproves of CEO

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