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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.The objective of the USCS Control Management Risk ID &amp; Assessment team is to identify risks throughout business processes, systems, and platforms, develop and recommend risk mitigation strategies to address these risks, and proactively flag high risk themes for intervention and control enhancement.USCS is looking for a Sr. Analyst of Risk ID &amp; Assessment focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units and functional areas.The Senior Analyst - US Consumer Services Risk ID &amp; Assessment:<ul><li>Assist in additional identification of risks throughout business processes and systems (along with business process owners)</li><li>Facilitate Business Units in their risk assessments performance (e.g., Process Self Risk Assessments (PRSAs)) in addition to further assessments and testing / QA programs to ensure regulatory and internal standards are met (e.g., periodic PRSA reviews and update assessment criteria to align with regulatory updates)</li><li>Support control monitoring (supplemental to BU process owners testing) and compile key operational risk trends, activities, and events</li><li>Proactively help identify areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing</li><li>Support thematic risk reporting (levels, trends, causes)</li><li>Categorize controls and map against risks and processes (e.g., cross-BU process-control mapping)</li><li>Support BU with identification of risks and spotting areas where product changes or improved controls may be required within New Product Governance (NPG)</li><li>Support risk management practices within the business</li><li>Maintain risk dashboards and key risk indicators (KRIs) for ongoing monitoring</li><li>Maintain risk profiles and an updated risk register(s)</li><li>Support sharing insights, better practices, themes, etc. across the business</li></ul>Minimum Qualifications:<ul><li>2+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities</li><li>project management, communication, and interpersonal skills</li><li>Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively</li></ul>Preferred Qualifications:<ul><li>Bachelor's degree in finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous</li><li>Experience in at least one of the following:<ul><li>Supporting identification of operational risks throughout business processes and systems</li><li>Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met</li><li>Supporting independent control monitoring, including identification of control improvements</li><li>Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing</li><li>Compiling thematic risk reporting to provide actionable insights on risk levels, emerging trends and root causes</li></ul></li></ul>Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit ourColleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions

American Express

Senior Analyst-Control Management, Risk ID & Assessment

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard Graduate School of Education?The Harvard Graduate School of Education (HGSE) is a diverse community of learners, teachers, and employees who are passionate about changing the world through education and striving for maximum impact in the field of education.Many choose to work at the Harvard Graduate School of Education because they believe in our mission and are excited by our vision for the future. We have a reputation as a great place to work, for our excellent leadership, and we are a strong community that values diversity. For more information about HGSE, its programs, research, and faculty, please visit: <a href="https://www.gse.harvard.edu" target="_blank">www.gse.harvard.edu</a>. Job Description Job Summary: The Payroll and Human Resources Coordinator plays a critical role in ensuring the smooth operation of payroll and HR functions at HGSE. This position blends technical payroll expertise with high-touch HR support, contributing to employee satisfaction and operational excellence. The ideal candidate is detail-oriented, customer-focused, and thrives in a collaborative, fast-paced environment.&nbsp; This position requires an on campus presence most days. 
Job-Specific Responsibilities: Payroll Administration<ul><li>Accurately process weekly and bi-weekly payrolls for staff, students, and temporary employees.</li><li>Initiate and manage hiring actions and employee life cycle changes in the HRIS system.</li><li>Conduct weekly audits of time and labor data to ensure compliance with university policies and federal regulations.</li><li>Prepare and submit employment and payroll forms, collaborating with HR leadership on payroll activities.</li><li>Reconcile submitted hours with schedules for students and temporary payrolls.</li><li>Assist with time reporting and absence management, including training, adjustments, and approvals.</li></ul>HRIS &amp; Data Management<ul><li>Enter and maintain accurate employee data in the HRIS system.</li><li>Run payroll registers and assist with biweekly payroll tasks.</li><li>Maintain personnel files and support records retention efforts.</li></ul>Employee Support &amp; Coordination<ul><li>Serve as a primary contact for payroll, time, labor, and absence inquiries.</li><li>Coordinate onboarding and off-boarding activities, including scheduling meetings, managing documentation, and conducting exit surveys.</li><li>Support new hire orientations and access arrangements.</li><li>Manage correspondence and coordination for Teaching Fellows (TF), Teaching Assistants (TA), and Research Assistants (RA), ensuring timely processing and compliance.</li></ul>HR Operations &amp; Customer Service<ul><li>Deliver exceptional customer service by greeting visitors, triaging calls, and providing accurate HR-related information.</li><li>Maintain confidentiality and handle sensitive data with discretion.</li><li>Draft HR-related correspondence and monitor appointment dates, coordinating with departments and finance teams for extensions.</li></ul> Qualifications Basic Qualifications: <ul><li>Minimum 3 years related administrative experience</li><li>Ability to work overtime as needed</li></ul>Any candidate wishing to be considered must supply a cover letter in addition to their resume showing that they meet the required basic qualifications.&nbsp; Please attach cover letter and resume as one document. 
Additional Qualifications and Skills: <ul><li>Must be committed to providing the highest level of customer service and responsiveness.</li><li>Ability to handle highly confidential information with discretion and sensitivity exercising good judgment required.&nbsp;</li><li>Demonstrated intermediate level skills with MS Office (Word, Excel, PPT) and ability to generate reports and present data in useable formats.&nbsp; &nbsp;</li><li>Excellent written and oral communication skills.</li><li>Demonstrated experience working in a fast paced, high volume, deadline oriented, and customer focused environment.&nbsp; &nbsp;</li><li>Requires accuracy with detailed work and attention to detail.&nbsp; &nbsp;</li><li>Ability to be flexible and adapt as priorities and deadlines shift and to assist other team members during peak periods.</li><li>Demonstrated ability to exercise judgment in selecting and applying established procedures correctly, and determine when to refer problems to the supervisor.&nbsp;</li><li>Interest in or experience working in human resources a plus.</li><li>Prior experience with HRIS system such as PeopleSoft a plus.&nbsp; &nbsp;</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 35 hours per week</li><li>Compensation Range/Rate (including Shift Differential if applicable): </li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity</li></ul>Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 054. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Harvard University FAS Human Resources

Payroll and Human Resources Coordinator

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.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.

Fidelity Investments

Financial Consultant - San Antonio, TX

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.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.

VP, Branch Leader - Greenwich, CT

<h3>Job Description:</h3>The DepartmentStrategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 35 years, SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over to $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the SAI team of investment professionals constructs and manages asset allocation portfolios for more than 3.5 million customer accounts.The Role We’re seeking a Quantitative Analyst to join our Private Markets Investment Team. In this role, you will support our expanding private market offerings by developing quantitative models and data-driven analyses that inform the management of private asset funds.You’ll collaborate within the investment organization to support our growing private market strategies. Projects will focus on liquidity management, portfolio construction, and risk modeling, employing large-scale datasets and statistical techniques to enhance decision-making.Ideal candidates are intellectually curious, collaborative, and skilled in quantitative modeling, programming, and financial analytics. You should be able to translate investment needs into clear, actionable projects and communicate ideas effectively to diverse audiences.This is a dynamic opportunity within a rapidly expanding business, suited for someone with an entrepreneurial attitude.The Expertise and Skills You BringWorking within the private markets investment team, you will develop quantitative models and analytical tools to support portfolio construction and investment decisions for SAI’s private market funds. Your work will directly contribute to enhancing risk-adjusted performance across private equity, private credit, and private real assets. Key responsibilities<ul><li>Build and maintain cash flow forecasting models at fund and security levels across private asset classes.</li><li>Design liquidity management frameworks to optimize capital calls, distributions, deal flow, and credit line usage.</li><li>Create rebalancing strategies that account for liquidity constraints, fund schedules, and client fairness.</li><li>Provide rebalancing guidance under varying market conditions, including DIY investor support.</li><li>Enhance and integrate private asset risk models into enterprise systems; validate against third-party models.</li><li>Conduct custom risk analyses (e.g., stress tests, scenario analysis) to inform investment decisions.</li><li>Contribute to the design of a private asset risk framework and its impact on portfolio construction.</li></ul>Qualifications<ul><li>5+ years of experience in quantitative investment research (e.g. portfolio optimization, portfolio construction, and risk modeling) roles, specifically for a multi asset class investment processes.</li><li>Quantitative research experience in private markets is a plus.</li><li>Demonstrated ability to conduct independent empirical research and a willingness to identify and present new research ideas.</li><li>Graduate degree in a related field (Finance, Engineering, Statistics, Mathematics, etc.) preferred</li><li>CFA or CAIA is a plus.</li></ul>The base salary range for this position is $150,000 - $250,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Quantitative Analyst – Private Assets

<h3>Job Description:</h3>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing. CANDIDATES MUST BE LOCATED IN CENTRAL OR EASTERN TIME ZONESHow Your Work Impacts the OrganizationFocusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.The Expertise You Have <ul><li>Require associate in this role to hold Series 7 &amp; 63 licenses</li><li>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</li></ul>The Value You Deliver <ul><li>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s “trusted advisor.”</li><li>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</li><li>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</li><li>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</li><li>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</li></ul>Strategic Book Management<ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</li><li>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</li><li>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship ManagementMost 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.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.

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Insurance License - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.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.

Investment Consultant -Memphis, TN

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Burlingame, CA

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Wayne, NJ

Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.Third—Party Risk Management (TPRM) is essential to safeguard patient safety, ensure regulatory compliance, and protect Bristol Myers Squibb’s reputation by proactively identifying, assessing, and mitigating risk across a complex global supplier network. We seek an Executive Director with the vision to shape global strategy, the presence to influence enterprise stakeholders, and the resilience to lead diverse teams through scientific, regulatory, and operational complexity, all while developing future leaders and embedding a culture of compliance and innovation.The Executive Director of TPRM will be responsible for defining, executing, and advancing BMS’ global TPRM strategy, processes, and technology as it applies when procuring and participating in the procurement of GxP goods and services on behalf of BMS. This role will oversee the TPRM framework, ensuring alignment with BMS’s policies, systems, and regulatory requirements. Additionally, the Executive Director will lead the Functional TPRM Operations team and ensure robust risk management practices across all business units. In partnership with Corporate Ethics &amp; Compliance, this position will be critical for driving continuous improvement, managing escalations, and supporting both regulatory and organizational priorities including non-GxP goods and services suppliers.Key ResponsibilitiesStrategy Development and Leadership<ul><li>Setting and communicating a clear global vision aligned to enterprise priorities</li><li>Develop and execute a comprehensive TPRM strategy aligned with BMS’s policies, systems, and regulatory requirements.</li><li>Executive presence; able to command respect with scientific leaders, regulatory authorities, and C-suite executives</li><li>Impeccable ethics, especially critical in a regulated industry</li><li>Lead the TPRM program framework, ensuring compliance and effective risk management.</li><li>Lead the strategy and execution of the expanded TPRM program to incorporate assessment of all suppliers for potential risk within a single platform.</li><li>Plan and lead Steering Committee meetings to ensure alignment across business units and share progress updates.</li><li>Represent the TPRM program in key forums, including the Audit and Risk Management Subcommittee (ARMSC), Business Continuity PMO, and IT Third Party Assessment Steering Committee.</li><li>Serve as the primary point of contact for audits conducted by GIA, supporting audit requests and presenting TPRM updates.</li></ul>Stakeholder Engagement<ul><li>Building trust with R&amp;D, regulatory, commercial, Manufacturing, finance and operations leaders</li><li>Servicing as the bridge between executive leadership and on-the-ground teams</li></ul>Innovation &amp; Transformation<ul><li>Championing digitalization, AI and process re-engineering to create future ready capabilities.</li><li>Leading continuous improvement and change management initiatives.</li></ul>Process and Technology Management<ul><li>Identify and drive changes to TPRM processes, policies, and tools, integrating feedback from stakeholder groups such as FTPRM, Risk SMEs, Global Procurement, leadership, and business unit leaders.</li><li>Ensure policies are up-to-date and reflective of evolving business needs.</li><li>Plan and prioritize system changes, partnering with IT, any 3rd-party support teams, and other teams to ensure effective user testing, tool evolution, and adoption.</li><li>Identify and implement AI and automation solutions to allow scalability of Risk Management processes and increase Risk Intelligence capabilities</li></ul>Functional Operations Oversight<ul><li>Lead the Functional TPRM Operations team to ensure effective implementation and execution of TPRM activities across all business units.</li><li>Act as an escalation point for TPRM process and tool-related issues/questions, assisting stakeholders with resolution when needed.</li><li>Foster strong partnerships with key stakeholders such as IT, legal, procurement, and other business units to enhance overall TPRM program effectiveness.</li><li>Lead cross-functional efforts to address program challenges, update stakeholders on TPRM initiatives, and identify opportunities for improvement.</li></ul>Training and Awareness<ul><li>Develop and deliver training materials and informational resources about the TPRM program to drive organizational awareness and compliance.</li><li>Promote education and engagement about TPRM processes across stakeholder groups.</li></ul>Monitoring, Reporting, and Metrics<ul><li>Build and refine TPRM KPIs, reports, and dashboards to monitor compliance, stakeholder engagement, and program goals.</li><li>Review reports summarizing TPRM status and follow up with stakeholders on overdue items where appropriate.</li><li>Update and evolve TPRM reporting and KPIs based on feedback and shifting business needs.</li><li>Develop leadership reporting for key stakeholders, such as the Audit Committee and CFO, as requested.</li></ul>People Management<ul><li>Demonstrated ability to lead in multicultural environments, wit sensitivity to local business norms.</li><li>Lead a team of TPRM professionals, providing guidance, mentorship, and performance management.</li><li>Develop criteria for evaluating staff performance and resolve performance issues.</li><li>Recruit, hire, onboard, train, and develop a flexible talent pool.</li><li>Support career development plans, providing training and consistent coaching.</li></ul>Internal/External Stakeholders<ul><li>Internal: Global Procurement Leadership, Compliance and Ethics, Global Quality, IT Operations, System &amp; Integration Teams, Cybersecurity, Business Resilience, and other critical Risk Domains and Business Owners.</li><li>External: Third-Party Service Providers, Third-Party Suppliers, and regulatory bodies.</li></ul>QualificationsMinimum Requirements:<ul><li>B.S./B.A.</li><li>Minimum of 12-15 years of business experience.</li><li>Minimum of 10-12 years of multi-disciplined procurement or risk management experience.</li><li>Minimum of 10 years Pharmaceutical Procurement experience.</li><li>Experience leading and participating in cross-functional and/or global teams.</li><li>Managerial experience with teams of senior professionals and managers.</li><li>Technical expertise in third-party risk tools such as ProcessUnity and Resilinc</li><li>Proven leadership track record including managing teams and establishing performance expectations.</li></ul>Preferred Qualifications:<ul><li>M.S./M.B.A.</li><li>Professional certifications (e.g., CPM, CPIM, Six Sigma).</li><li>Experience implementing and leveraging AI capabilities to improve risk intelligence capabilities</li><li>Strong team leadership and internal stakeholder management.</li><li>Experience with large ERP systems and Source to Pay tools – SAP, Ariba, and/or Oracle strongly preferred.</li><li>Expertise in data/information and analytics management (including KPI’s and SLA’s), continuous improvement, and project management.</li><li>Exceptional communication, organizational, and presentation skills.</li><li>Demonstrated Customer Service mindset and ability to lead through influence rather than authority.</li></ul>If you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Compensation Overview:$261,630 - $317,034The starting compensation range(s) for this role are listed above for a full-time employee (FTE) basis. Additional incentive cash and stock opportunities (based on eligibility) may be available. The starting pay rate takes into account characteristics of the job, such as required skills, where the job is performed, the employee’s work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated experience.&nbsp; Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit <a href="https://careers.bms.com/life-at-bms/" target="_blank">https://careers.bms.com/life-at-bms/</a>. Benefit offerings are subject to the terms and conditions of the applicable plans then in effect and may include the following: Medical, pharmacy, dental and vision care. Wellbeing support such as the BMS Living Life Better program and employee assistance programs (EAP). Financial well-being resources and a 401(K). Financial protection benefits such as short- and long-term disability, life insurance, supplemental health insurance, business travel protection and survivor support. Work-life programs include paid national holidays and optional holidays, Global Shutdown Days between Christmas and New Year’s holiday, up to 120 hours of paid vacation, up to two (2) paid days to volunteer, sick time off, and summer hours flexibility. Parental, caregiver, bereavement, and military leave. Family care services such as adoption and surrogacy reimbursement, fertility/infertility benefits, support for traveling mothers, and child, elder and pet care resources. Other perks like tuition reimbursement and a recognition program.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.

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