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<h3><strong>Principal Cloud Engineer (Golang Development)</strong></h3> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Principal Cloud Engineer to work in Westlake, TX!</p> <p>As a Principal Cloud Engineer, you will apply your strong Cloud experience to develop solutions in support of Fidelity Wealth development squads. This position involves working on an exceptionally skilled team whose job is to build platforms and solutions in support of Fidelity’s cloud journey. The ideal candidate for this position will have a strong background in cloud technologies and the ability to work in a fast-paced agile environment. They will be able to navigate and mange technical complexities while developing secure and scalable solutions for our customers.</p> <h3><strong>The Team</strong></h3> <p>The Fidelity Wealth Platform Enablement organization is responsible for enabling Fidelity Wealth to accelerate the delivery of value to Fidelity’s customers by providing platforms, frameworks, and security capabilities to the development community. You will be a key member of the Cloud Engineering team who is responsible for building tools and processes to advance the organization’s ability to employ the public cloud for solving business problems.</p> <h3><strong>The Expertise You Have</strong></h3> <ul> <li>BS degree or equivalent experience in computer science preferred with 5+ years of working knowledge in cloud and related technologies </li><li>Experience with AWS services </li><li>Expert in building containerized applications using Golang </li><li>Skilled in Python, Docker, Kubernetes, and Terraform </li><li>Java and NodeJS experience is a plus </li><li>Proficiency with CI/CD tools and implementing pipelines </li><li>Experience with building secure cloud solutions </li><li>Proficient communication skills with an ability to present to both technical and non-technical interested parties </li><li>Understanding of how to build self-service solutions to be used by development teams </li><li>Preferred experience in retail financial markets or another highly regulated industry </li></ul> <h3><strong>The Skills You Bring</strong></h3> <ul> <li>You are intellectually curious and love learning new skills and capabilities, e.g., new Cloud services </li><li>You enjoy contributing to the success of your team while solving difficult technical problems </li><li>You enjoy finding opportunities to innovate and take thoughtful risks to get things done faster </li><li>You are truly client-obsessed and dedicated to understanding and learning about customer needs and requirements; both external and internal </li></ul> <h3><strong>The Value You Deliver</strong></h3> <ul> <li>Delivering cloud solutions and platforms to Fidelity Wealth development squads, removing the heavy, undifferentiated lifting that slows squads down when trying to build and deploy their applications to the cloud. </li><li>Providing support to the Fidelity Wealth development community for the products and platforms created by Platform Engineering </li></ul> <h3><strong>Dynamic Working </strong></h3> <p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.</p>

Fidelity TalentSource

Principal Cloud Engineer (Golang Development)

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>The FIFT organization crafts all the technology systems used in Fixed Income for the Bond and Money Market product areas. FIFT also handles common trading services and systems used for Finance and Fund Oversight. The applications and services we provide enable investment decision making, portfolio management, and trading for combined assets under management of nearly $2 trillion. Through our Agile practices, we have developed an operating rhythm that ensures we are consistently delivering the highest value work for our customers and partners. We work on a wide variety of technologies including AWS, Angular, Java, Python, REST/API, PL/SQL, HTML and Kafka.</p><p>We are seeking a Principal Full-Stack Software Engineer to be part of our team supporting our bond portfolio management and trading products. As a member of this team, you will partner closely with our investment team on the Fixed Income trading floor, and interact directly with quant analysts, portfolio managers, traders and portfolio and research analysts to build new and innovative tools that will support and improve our investment processes.</p><p><strong>The Expertise You Have</strong></p><ul><li>BS or MS in Computer Science or related degree</li><li>8+ years of experience in software engineering; 2+ years of experience as a technical lead</li><li>Proven experience in a full stack software development environment</li><li>Understanding of and experience within an Agile/Scrum framework preferred</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Experience as a technical lead supporting multiple teams, providing guidance and oversight for junior engineers; Partnering with Architecture, Data Services, Cloud Platform Teams, etc. to propose, design, develop and implement solutions</li><li>Experience with UI tech stack/Single Page Applications : HTML, JavaScript and Angular</li><li>Experience in Micro Frontend architecture, including modular design, independent deployment strategies</li><li>Comfortable with a broad set of technologies including deep knowledge of middleware Java stack, Spring framework, Oracle, messaging technologies (EMS or KAFKA) RESTful APIs and web containers</li><li>Possess full-stack software development knowledge and critical thinking skills to craft end-to-end solutions</li><li>A passion to learn new things, including the Asset Management and Fixed Income investment domains</li><li>You are self-motivated, driven, and have a strong client focus and results-orientated approach</li><li>Comfortable developing Angular based user interfaces and Java based middle tier services</li><li>Familiarity with developing and running software on cloud service providers like Amazon Web Services</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Deliver time-to-market solutions, helping business partners use technology in an exploratory, highly iterative environment</li><li>Help our investment teams evolve their investment processes, to meet both short-term needs and long-term trends, through the use of technology</li><li>You will collaborate with Architecture, Data Services and other Technology Teams to improve the performance and scalability of our applications and workflows</li><li>Provide outstanding support, including rotational on-call support</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Fidelity Investments

Principal Full Stack Engineer (Angular)

<h3>Job Description:</h3><p><strong>Vice President, Associate General Counsel</strong></p><p><strong>Summary</strong></p><p>The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. </p><p>The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.</p><p>A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.</p><p>Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.</p><p>Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.</p><p>Experience with technology startups and new business initiatives a plus.</p><p>Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.</p><p>Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.</p><p>Ability to build and maintain strong relationships and credibility, internally and externally.</p><p>Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business.</p><p>Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.</p><p>Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.</p><p>Evaluate new technology and tools relating to the digital assets and related asset management product offerings.</p><p>#FidelityAlts </p>The base salary range for this position is $140,000-285,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Legal

Vice President, Associate General Counsel

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Full Stack Engineer to work in Fidelity’s Enterprise Infrastructure Group in Westlake, TX or Merrimack, NH. <h3><strong>Team</strong></h3> Fidelity’s Enterprise Infrastructure &amp; Operations Distributed Compute and Storage Team is looking for a Software Engineer, to work with the Infrastructure as a Service team. We are a dynamic group of engineers working to automate our infrastructure platforms and provide self-service capabilities for Fidelity’s applications teams. Our goal is to make infrastructure platforms easier to manage and easier to consume for our technology partners.<br> The ideal candidate should possess extensive full-stack development experience in a production setting, coupled with a robust background in Linux and Windows, infrastructure automation, agile development methodologies, scalable architecture, and cloud technologies. This role demands proficiency in coding as a primary contributor within a highly collaborative environment. Focus for this role will be on security compliance implementation. <h3>T<strong>he Skills You Bring</strong></h3> <ul> <li> RBAC security roles and access management best practices </li><li>Bachelor’s degree or equivalent experience in Computer Science or Software Engineering preferred. </li><li>6+ Years IT experience. </li><li>Strong background in several of the following: Go, Angular, Python, JavaScript, AWS, RESTful services, Ruby, MVC, Jenkins CI/CD, Configuration Automation (Chef, Ansible). </li><li>Preferred background in: Bootstrap, HTML/CSS, Shell Scripting, messaging frameworks (MQ), Service Oriented/Micro-service Architectures, OpenStack, Relational Databases (PostgreSQL). </li><li>Comfortable working in both Linux, and Windows environments. </li><li>Experience with deploying and using open source tools, utilities and applications. </li><li>Working experience with Agile, 10-factor CI/CD, and testing environments/frameworks (Unit, Integration, TDD). </li><li>Understands the Spotify model for agile development and delivery. </li><li>Experience working in an ever-evolving DevOps environment. </li></ul> <h3><strong>The Expertise You Have</strong></h3> <ul> <li>Demonstrates a drive for continuous improvement and enjoys tackling complex problems across various domains, even beyond the current role. </li><li>Possesses expertise in crafting scalable, cloud-friendly systems. </li><li>Quickly adapts to the evolving needs of the business and delivers timely results. </li><li>Maintains awareness of both current and new technologies. </li><li>Exhibits a strong desire to innovate and develop future technologies. </li><li>Capable of creating clear and compelling arguments to communicate decisions using available information and assumptions. </li></ul> <h3><strong>The Value You Deliver</strong></h3> Deep knowledge and experience in software development able to tackle complex technical challenges and mentor junior developers. Lead projects, guiding teams through the development lifecycle and ensuring standard methodologies are followed. Drive innovation by exploring new technologies and methodologies, helping the organization stay competitive. Efficiently diagnose and resolve issues, minimizing downtime and improving system reliability. Contribute to the strategic direction of the company by aligning technical solutions with business goals. Ensure high standards of code quality, performance, and security, which are essential for maintaining robust and scalable systems. <h3><strong>Dynamic Working</strong></h3> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Full Stack Engineer (Go, RBAC Security)

<h3><strong>The Role</strong></h3> <p>The Privileged Access Management (PAM) Architect will be responsible for designing the PAM architecture strategy for Fidelity’s Enterprise Cybersecurity organization. This role demands deep expertise in workload access controls, secrets management, and a solid grasp of frameworks such as SPIFFE and SPIRE. The ideal candidate will possess extensive experience with PAM tools, including Cyberark, Delinea, HashiCorp Vault, and Microsoft Entra ID, ensuring the security and compliance of the organization's IT infrastructure. Although this is an individual contributor role, strong leadership and influencing skills are crucial to drive initiatives and collaborate effectively across the organization.</p> <ul> <li>Develop a comprehensive PAM architecture strategy that aligns with organizational objectives and regulatory requirements. </li><li>Lead the design and contribute to the development and deployment of PAM solutions, focusing on workload access controls and secrets management. </li><li>Supply to the implementation and management of secrets management solutions, ensuring the secure storage, access, and rotation of privileged credentials. </li><li>Apply frameworks like SPIFFE (Secure Production Identity Framework for Everyone) and SPIRE (SPIFFE Runtime Environment) to establish secure, scalable, and standardized workload identities. </li><li>Leverage PAM tools such as Cyberark, Delinea Secret Server, HashiCorp Vault, and Microsoft Entra ID to enhance security measures and streamline access management processes. </li><li>Design PAM policies, standards, and procedures to ensure consistent and secure management of privileged accounts. Ensure PAM practices align with organizational policies and regulatory requirements. </li><li>Assess the effectiveness of PAM controls, making data-driven decisions to reduce risk and enhance security posture. </li><li>Collaborate with technology and business partners to identify and mitigate risks associated with privileged access. </li><li>Stay ahead of with emerging trends and technologies in PAM and cybersecurity driving enhancements to existing solutions. </li></ul> <h3><strong>The Expertise and Skills You Bring </strong></h3> <ul> <li>10+ years of experience in defining and delivering cybersecurity architecture, strategies and solutions with demonstrated experience in the financial services industry or other highly regulated sectors. </li><li>Bachelor's degree in Information Security, Computer Science, or a related field; a Master's degree is preferred. </li><li>Strong industry experience in architecting and designing PAM solutions and deployment across the enterprise. </li><li>Deep technical understanding of PAM capabilities, controls and security technologies in areas related to identity and access management to address privilege-based risk. </li><li>Familiarity with regulatory requirements related to PAM, such as PCI DSS, HIPAA, or GDPR. </li><li>Expertise with build vs. buy solution options. </li><li>Working knowledge and experience with Cloud Architectures and the ability to address the security considerations of secure cloud computing including IAM with enterprise services, SSDLC, data protection, cryptography and key management. </li><li>Demonstrate leadership and consensus building skills with which you influence decisions and engage across Fidelity and at all levels of the organization </li><li>Exceptional communication and interpersonal skills, with the ability to effectively communicate complex technical concepts to non-technical stakeholders. </li><li>Relevant certifications such as Certified Information Systems Security Professional (CISSP) or Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC) are highly desirable. </li></ul> <h3><strong>Required Skills:</strong></h3> <ul> <li>Architected for PAM solutions (immediate : secrets management deployment using Hashi Vault) that is enterprise scale </li><li>understand and established SME to drive a need to secure legacy needs and be the change agent to adopt modern secrets management capabilities - ephemeral secrets, machine identity, rotate secrets and patterns to drive adoption </li><li>Understand the use cases that depend on PAM / non interactive credentials </li><li>Soft skills - consensus building, speak to your audience, </li></ul> <p>At Fidelity, we are passionate about 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 cultivating 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.</p> <p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p>

PAM Security Architect

<h3><strong>Senior Systems Analyst</strong></h3> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Systems Analyst to work in Westlake, TX!</p> <p>This role is pivotal for individuals who excel in problem solving, analyzing sophisticated systems, assisting in planning pivotal initiatives, and ensuring the flawless integration of systems and operations within cloud environments.</p> <h3><strong>Primary Responsibilities:</strong></h3> <ul> <li>Perform in-depth analysis of systems/products to aid in a large-scale technology migration program </li><li>Works with business and technology partners to identify, review, define, interpret, and clarify the scope of work in terms of business and/or system requirements and processes </li><li>Works with technology, architecture, and leadership to help drive overall systems analysis with future vision considering enterprise standards and requirements </li><li>Engage in planning with various interested parties to ensure alignment with organizational goals </li><li>Work across teams to perform analysis considering feasibility studies, risk assessment, dependencies, integration points, among various systems/subsystems which can comprise of producers, consumers, APIs, and data across businesses to drive outcomes </li><li>Understands available APIs/contracts and other data sources to come up with efficient way to integrate them </li><li>Develop comprehensive documentation of Systems architecture, operational workflows, ensuring clarity and accessibility for all interested parties </li><li>Facilitates knowledge sessions on capabilities and functions, data management practices, and cloud strategies to improve team capabilities and readiness </li><li>Recommends changes to existing systems design to achieve requirements and recommends designs for new systems based on requirements. </li></ul> <h3><strong>Essential Qualifications:</strong></h3> <ul> <li>Bachelor’s degree or equivalent experience in Computer Science, Information Technology, or related field </li><li>6+ years of professional experience in systems analysis, with expertise working in APIs, Data, and distributed ecosystems particularly in customer-facing applications </li><li>Proven track record in conducting sophisticated system assessments, identifying key areas for improvement, and planning system enhancements or migrations </li><li>Solid understanding of data management, data analysis concepts, including proficiency in SQL, Stored procedures, Databases etc </li><li>Outstanding analytical and problem-solving skills, with the ability to translate technical challenges into actionable plans </li><li>Superb communication and collaboration abilities, adept at working with multi-functional teams and articulating technical concepts to a varied audience </li><li>Knowledge of cloud computing platforms, with a focus on AWS, including familiarity with cloud migration strategies and tools </li><li>Fundamental understanding of technical architecture of n-tier systems, and may have direct experience working on developer tooling, APIs, Data, SDKs, and application ecosystems </li></ul> <h3><strong>The Team</strong></h3> <p>Fidelity Wealth teams provide direction and implementation to the experiences that enable our retail customers to be financially successful. Your work enables functionality developed throughout the firm to reach these customers and build the high-value interactions that will keep them coming back. As part of the team, you will be able to impact the speed, efficacy, and scale of the solutions that serve these customers.</p> <h3><strong>Dynamic Working </strong></h3> <p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.</p>

Senior Systems Analyst

<h3>Job Description:</h3><p><strong>Senior Oracle SQL/PLSQL developer</strong></p><p>Strategic Advisors Technology (SAT) is looking for a Senior Database Developer who has strong understanding of database technologies and experience building enterprise cloud enabled distributed systems. We are looking for individuals who continually strive to advance engineering excellence and technology innovation. </p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>7+ years of hands-on experience with Oracle SQL and PLSQL, including performance tuning, data modeling, and API development.</li><li>Strong experience with ETL tools (e.g., Informatica) and batch job schedulers (e.g., Autosys).</li><li>Proven ability to design scalable, resilient systems using cloud technologies (AWS, Snowflake, S3 preferred).</li><li>Experience with ATDD, automated testing, and CI/CD pipelines.</li><li>Familiarity with Java, messaging systems, and web containers.</li><li>Experience with distributed replication technologies (e.g., Oracle GoldenGate, EDB Replication).</li><li>Exposure to other database platforms (Postgres, Snowflake, MS SQL Server, etc.) is a plus.</li><li>Strong Linux shell scripting and performance monitoring skills.</li><li>Experience with Oracle RAC, Exadata, and engineered systems is highly desirable.</li><li>Cloud certifications (AWS, Azure, Oracle OCI) are a bonus.</li></ul><p><strong>The Purpose of Your Role</strong></p><ul><li>Lead the design and implementation of robust, high-performance database solutions.</li><li>Collaborate with cross-functional teams to translate business needs into technical solutions.</li><li>Drive engineering best practices in code quality, testing, and deployment.</li><li>Mentor junior engineers and contribute to a culture of continuous improvement.</li><li>Participate in code reviews, design sessions, and performance tuning efforts.</li><li>Support production systems, including participation in a 24x7 on-call rotation.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Deliver high-quality, scalable software that supports Fidelity’s investment operations.</li><li>Enhance system performance and reliability through expert-level database engineering.</li><li>Lead innovation efforts and proof-of-concept initiatives for emerging technologies.</li><li>Ensure data integrity, security, and compliance across all systems.</li><li>Foster a collaborative, agile development environment.</li></ul>The base salary range for this position is $97,000-185,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Senior Database Developer (Oracle)

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p>NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. &nbsp;They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. &nbsp;We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. &nbsp;Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.</p><h4>Role Summary</h4><p>The Sr. Associate, Asset-Based Financing plays a key role within the growing structured credit strategy of NLG Capital. This role will support senior members of the team on sourcing, analyzing, trading, structuring, and executing complex structured finance and asset-backed transactions.&nbsp;</p><p>The Sr. Associate, Asset-Based Financing will support the underwriting, ongoing monitoring, and investing of asset-backed finance transactions.&nbsp; Additionally, the candidate will serve as a key team member, helping to evaluate asset originators and collateral, while developing structural solutions appropriate for NLGs balance sheet.</p><p>Successful candidates will have relevant experience within investment banking, rating agencies, asset management firms, asset originators, or other intermediaries within structured finance. The Sr. Associate, Asset-Based Financing will have analyzed collateral and transactions across consumer finance, equipment lease/financing, residential solar, mortgages, and/or other asset backed sectors.&nbsp;</p><p>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Support the team in sourcing, modeling, and analyzing private transactions across the asset-backed securities and loan markets</li><li>Support the team in reviewing deal documentation, negotiating transaction terms, and structuring of forward flow agreements, warehouse financing, and term securitizations</li><li>Coordinate with internal and external legal counsel, rating agencies, and industry experts to identify and execute on solutions appropriate for NLG</li><li>Support ongoing portfolio and market monitoring, proactively identifying emerging risks and opportunities and recommending appropriate courses of action</li><li>Perform timely surveillance of existing investments and maintain a clear system to communicate asset and market level performance across the investment team</li><li>Support the research efforts for both traditional and esoteric securitized asset classes, including collateral and prepayment analysis, risk and default modelling, and cross sector relative value comparisons</li><li>Collaborate with other members of the team to develop and implement sub-sector and security selection recommendations for securitized strategies</li><li>Contribute to the development and distribution of asset class insights and reporting on portfolio and trading activity, aiding strategic decision making across the firm</li><li>Monitor credit, prepayment, liquidity and market dynamics for risk management and balance sheet valuation exercises, including cashflow forecasting and other analytical exercises</li><li>Provide key input to the fixed income team’s strategic and tactical asset allocation dialogue across fixed income sectors and portfolios</li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelors degree in finance, economics, or a quantitative field</li><li>2+ years structured finance or whole loan experience spanning consumer finance, residential solar, equipment lease/financing, or other esoteric asset-based financing markets</li><li>Deep understanding of structuring process and documentation provisions in complex structured transactions</li><li>Experience with cash flow modeling and systems including Intex</li><li>Demonstrated experience with deal structuring, negotiation, and documentation across flow agreements, warehouse, and/or securitization</li><li>Must have broad strategic investment perspective and understanding</li><li>Strong leadership, organizational, and interpersonal skills. Focus on strategic talent management; experience mentoring, teaching and training staff</li><li>Active student of the markets, with a passion for their work</li><li>Able to articulate market conditions to a variety of audiences who may or may not have substantive investment knowledge</li></ul><h4>Preferred Qualifications</h4><ul><li>Advanced degree and/or CFA (optional, but seen favorably)</li><li>Experience in a structuring, capital markets, rating agency, buy-side, or banking role strongly preferred</li><li>Understanding of accounting implications and insurance general account investing preferred but not required</li></ul><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$193,375—$273,000 USD<p>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

National Life Group

Sr. Associate, Asset-Based Financing

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p></p><h4>Role Summary</h4><p>Kickstart your career in <strong>Claims</strong> with our U-Excel comprehensive Claims Specialist training program. Join our team to learn how to review, analyze, and process claims with accuracy and compassion. You’ll help deliver on NLG’s promise to our policyholders by ensuring timely and fair resolution of claims, supporting our mission of customer care, protecting the company’s financial strength, and building long-term trust.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4></h4><h4>Essential Duties and Responsibilities</h4><ul><li>Review and verify claim submissions for completeness, accuracy, and required documentation.</li><li>Analyze claim information under supervision to determine eligibility and appropriate next steps.</li><li>Document case details thoroughly and accurately in claims systems to ensure timely processing and benefit payment.</li><li>Communicate with claimants, beneficiaries, agents, and internal partners by phone, email, or mail to gather information and provide updates.</li><li>Resolve routine claims-related questions using sound judgment and established guidelines.</li><li>Manage a caseload of claims appropriate to training level, ensuring effective organization and timely follow-up.</li><li>Participate in ongoing training to learn claims processes, tools, and systems, while building insurance product knowledge.</li><li>Stay current with company policies, regulatory requirements, and industry best practices.</li><li>Commit to professional development by engaging in industry learning opportunities and working toward relevant designations.</li></ul><h4></h4><h4>Minimum Qualifications</h4><ul><li>Bachelor’s degree preferred or 2 years of relevant financial and/or industry experience.</li><li><strong>Action-Oriented:</strong> Actively navigate ambiguity and challenges, handle tough situations, and maintain a can-do attitude.</li><li><strong>Courage:</strong> Tackle tough assignments, face difficult issues, and challenge the status quo.</li><li><strong>Customer Focus:</strong> Find reward in helping people and providing excellent service.</li><li><strong>Decision Making:</strong> Make sense of complex information, critically evaluate, and create solutions.</li><li><strong>Resiliency:</strong> Adapt quickly to new information and processes, and bounce back from setbacks.</li><li><strong>Effective Communication/Interpersonal Savvy:</strong> Clearly convey messages verbally and in writing, demonstrating strong listening skills.</li><li><strong>Situational Adaptability:</strong> Flexibly adapt to people and situations, using appropriate empathy.</li><li>Attention to detail, conflict resolution, business writing, and critical thinking.</li></ul><h4></h4><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the <a href="https://www.nationallife.com/docs/digital/nl-people-center/Benefits.html" target="_blank">BENEFITS of a Career at National Life</a>!</li></ul><p></p><p><strong>Base Pay Range</strong>. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p></p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$50,625—$74,250 USD<p>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p><a href="https://www.nationallife.com/Social-Media-Policy" target="_blank">Social Media Policy</a></p><p><a href="https://www.nationallife.com/Privacy-Legal-Information" target="_blank">Site Disclosure and Privacy Policy</a></p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p><p></p>

Claims Specialist Training Program - Starting Summer 2026

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>Role Summary</h4><p>We are seeking a dynamic and experienced leader to join our leadership team. This leadership position is of utmost importance in leading and developing the Case Managers responsible for our Individual business within Annuity New Business. The Associate Director will be pivotal in overseeing production for multiple sites, ensuring efficient and high-quality service delivery.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Strategic Leadership and Team Management:<ul><li>Lead, mentor, and manage Case Managers, across multiple sites, ensuring efficient processing of Annuity New Business.</li><li>Develop and implement strategic individual and team goals that align with broader departmental and organizational objectives.</li><li>Foster a culture of excellence and high performance by providing advanced coaching and development opportunities to team members.</li><li>Provide regular feedback and coaching to team members, supporting their professional development.</li><li>Cultivate a team environment that fully embraces and promotes our core values and culture.</li></ul></li><li>Advanced Operational Oversight:<ul><li>Oversee and optimize production activities for multiple production sites, maintaining superior service standards.</li><li>Ensure all processes are not only compliant with company policies and state and federal regulations but also adhere to best industry practices.</li><li>Establish and uphold rigorous productivity and quality standards through comprehensive audits and reviews.</li></ul></li><li>Expert Quality Assurance:<ul><li>Maintain a deep and comprehensive knowledge of our products, services, systems, and business processes to ensure top-tier operational efficiency.</li><li>Proactively collaborate with senior internal teams and external partners to resolve complex issues and continuously enhance service delivery.</li><li>Lead the implementation of innovative processes to significantly improve workflow efficiency and resource utilization.</li></ul></li><li>Performance Monitoring and Reporting:<ul><li>Provide detailed, data-driven updates to executive leadership on production metrics, trends, and outcomes, offering strategic insights and recommendations.</li></ul></li><li>Exceptional Customer Service Excellence:<ul><li>Address high-priority customer and agent inquiries with urgency and efficiency, ensuring their needs are met and exceeded.</li><li>Build and maintain robust relationships with internal stakeholders and key business partners to drive collaborative success.</li></ul></li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelor’s degree in business, Operations Management, or related fields.</li><li>3+ years of experience in Annuity Operations, Financial Services or related fields preferred.</li><li>Minimum of 3 years leadership experience.</li><li>Strong leadership skills with change management experience.</li><li>Strong financial and business acumen.</li><li>Strong problem-solving and critical-thinking abilities.</li><li>Excellent organizational skills and attention to detail.</li><li>Ability to drive continuous improvement and enhance service delivery.</li><li>Strong interpersonal and communication skills.</li><li>Ability to pass a background check.</li></ul><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$67,500—$99,000 USD<p>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

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