Westlake, Texas, United States · On-site
Job Description: NOTE: Fidelity will not provide immigration support for this position. The Role We are seeking a Senior Performance and Attribution Consultant, who will support multiple types of investment performance r…
Skills: Investment Performance Reporting, Attribution Analysis, Competitor Analytics, Fund Accounting, Data Fluency
Westlake, Texas, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position Communication Consultant – Strategic Market As a Communication Consultant you will help Fidelity's clients deliver critical infor…
Skills: Employee Benefits Communications, Client Consultation, Communication Strategy, Financial Services, Data Analysis
Westlake, Texas, United States · On-site
Job Title: Client Service Manager Reports To: The Client Service Manager will report to the Client Manager, Client Director, Managing Vice President, or equivalent leadership. Job Overview: The Client Service Manager (CS…
Skills: Operational Management, Relationship Building, Customer Service, Financial Management, Employee Management
San Francisco, California, United States · On-site
$121k–$270k/yr
Your Opportunity At Schwab, our purpose is to champion every client’s goals with passion and integrity. The Corporate FP&A group plays a critical role in bringing that purpose to life by helping leaders understand enterp…
Skills: Expense Planning, Financial Forecasting, Variance Analysis, KPI Reporting, Financial Modeling
Westlake, Texas, United States · On-site
$140k–$280k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. T…
Skills: Legal Operations, AI Integration, Change Management, Program Execution, Stakeholder Management
Westlake, Texas, United States · On-site
Job Description: The Role The senior manager role on Fidelity Procurement’s strategic sourcing team leads Procurement projects of medium to high level complexity, typically in support of a single business group. This rol…
Skills: Strategic Sourcing, Contract Negotiation, Vendor Management, Risk Mitigation, Business Analytics
Westlake, Texas, United States · On-site
$74k–$114k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
Skills: Wealth Management, Financial Planning, Client Relationship Management, Investment Solutions, Consultative Selling
Westlake, Texas, United States · On-site
Job Description: Position Description: Develops and implements IT controls (including IT Audit and IT security controls) and strategies to further the protection of customer data. Ensures adequate IT control coverage usi…
Skills: IT Audit, Risk Assessment, GRC Tools, Information Security Management System, Compliance
Westlake, Texas, United States · On-site
Company Overview At Stansberry Asset Management (SAM), we believe great work starts with a great workplace. As a certified Great Place to Work®, we are proud to foster a collaborative, supportive, and purpose-driven …
Skills: Financial Planning, Investment Management, Tax Planning, Estate Planning, Risk Management
Westlake, Texas, United States · On-site
Job Description: Position Description: Creates and maintains data mappings to assist designing User Interface (UI) screens. Develops User Acceptance Testing (UAT), and plans and coordinates testing efforts. Provides anal…
Skills: Business Analysis, Agile Methodology, Jira, User Acceptance Testing, Data Mapping
Westlake, Texas, United States · Hybrid
Job Description Job Title: Corporate Development M&A Specialist Location: Dallas, TX (Hybrid – 4 days in office per week) Job Type: Full-Time, Salary Build your career in the early childhood education field and bec…
Skills: Financial Modeling, M&A Execution, Valuations, Due Diligence, Market Research
Westlake, Texas, United States · On-site
$74k–$114k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. W…
Skills: Wealth Management, Financial Planning, Client Relationship Management, Investment Solutions, Consultative Selling
Westlake, Texas, United States · Hybrid
$93k–$150k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. T…
Skills: Financial Modeling, Strategic Planning, Project Management, Market Research Analysis, Business Development
Westlake, Texas, United States · On-site
$180k–$225k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. S…
Skills: Commercial Contracting, Contract Negotiation, Legal Risk Management, Technology Sourcing, Software Licensing
Westlake, Texas, United States • On-site
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The role involves delivering accurate investment performance and attribution reporting while analyzing competitive positioning for various portfolios. The consultant will partner with technology teams to develop scalable data solutions and mentor junior analysts to improve business operations.
Requires a bachelor's degree in Finance or Accounting and at least 7 years of experience in fund accounting or performance reporting. Proficiency in performance methodologies and tools like Snowflake, PowerBI, or Morningstar Direct is highly preferred.
NOTE: Fidelity will not provide immigration support for this position.
The Role
We are seeking a Senior Performance and Attribution Consultant, who will support multiple types of investment performance reporting, attribution, and competitor analytics for a broad range of Fidelity portfolios. In this role, you will partner with investment professionals and senior leaders to address complex inquiries related to performance results, attribution drivers, and competitive positioning. You will collaborate closely with internal and external data teams to ensure performance and competitor insights are accurate, consistent, and relevant. Acting as a subject matter expert, you will support new product development efforts as new strategies are brought to market.
This role also focuses on driving continuous improvement within our performance business operations and close partnership with technology teams to deliver scalable, data-driven solutions, including expanded use of Snowflake and third-party tools.
Your responsibilities include:
The Expertise and Skills You Bring
The Team
The Performance, Attribution and Product Disclosure team supports all Fidelity advisors and investment staff by addressing reporting needs for performance, attribution, and competitor analytics. The team is responsible for monitoring portfolio, index, and third‑party data, as well as validating portfolio‑level performance, attribution results and competitor peers group rankings. Analysts review fund‑ and holdings‑level activity to compile, research, and validate performance and attribution outputs, ensuring accurate and high-quality reporting to support our business partners. The team produces daily, periodic (monthly, quarterly, and annual), and ad hoc performance and attribution reports that decompose portfolio returns on an absolute, relative, and peer basis. These insights support internal reporting, Board of Trustees materials, marketing deliverables, and portfolio management discussions.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
Based on 18 listings with disclosed salaries, most consulting jobs in Westlake, TX pay between $87k–$199k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 34 open consulting positions in Westlake, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Charles Schwab, Fidelity Investments, Kimley-Horn, BrightPath Early Learning & Child Care, Kiewit, among others. Browse the listings above to see every active employer.
Yes — 7 of the 34 open consulting positions offer remote or hybrid work (0 remote, 7 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
