field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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

Financial Services Representative - Houston, TX (Champion Forest)

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

Financial Consultant - Cary, NC

<h3>Job Description:</h3><p><strong>Investment Data Analyst, Data Strategy-SAI</strong></p><h3><strong>The Role</strong></h3><p>The Investment Data Analyst role will be responsible for providing scalable, timely, easily consumable and good quality data for consumption by SAI led products and functions. This position will help drive and define strategy for data analysis, management, acquisition, and distribution. Working closely with SAI business as well as technology partners, the position will participate on projects of various size and complexity, including product/platform development and enhancement.</p><ul><li>Develop and implement a repeatable process aimed at streamlining the data sourcing, aggregation, quality &amp; distribution</li><li>Research, recommend and implement automation, digitization, and new scalable solutions for distributing data.</li><li>Partner with members of business and technology teams to develop Project and Execution Plans, establish agreed-upon milestones and raise issues, as necessary. Ensure timely production and meet calendar deadlines.</li><li>Participate in other data-related efforts to support ad-hoc reporting and analysis.</li><li>Operationally monitor, govern, and triage data issues arising from nightly batch or real time data sourcing, working with internal and external partners and vendors.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><strong>Education</strong> - Bachelor's Degree required (completed or in progress)!</li><li><strong>Experience</strong> - 0-3 years of experience in data &amp; programming, preferably in the context of investment management or technology industries!</li><li><strong>Certifications</strong> – CFA / CAIA / Financial Certification is good to have but not required</li><li><strong>Skills and Knowledge- </strong><ul><li>Exposure to data querying skills using SQL, TOAD, Tableau, Excel, or any other applications.</li><li>Exposure to programming in R, Python or Java &amp; basic understanding of AI/ML concepts.</li><li>Basic knowledge of asset allocation investment products, Performance, Attribution, and Risk, along with exposure to Market Data applications like Bloomberg, Morningstar, Factset etc.</li><li>Exposure to Private Equity, Private Debt and Private Real Assets data, vendors and investment processes. Any experience with vendors like Preqin, Blue Vault, Pitchbook, Burgiss, Cliffwater etc. is a big plus.</li><li>Introductory experience with system development projects,</li></ul></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>Data Analytics and Insights

Investment Data Analyst

<h3>Job Description:</h3><p><strong>Please Note: We are unable to provide visa sponsorship for this role</strong></p><p><strong>The Role</strong> </p><p>Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions? </p><p>We are seeking someone who enjoys working with internal and external teams to deliver outstanding Lending products! The associate will focus in the Specialty Savings &amp; Lending Product Area within the Lending Squad, part of the Business Enablement Chapter. This is an individual contributor role.</p><p> Responsibilities of the job will include the following: </p><ul><li><p>Focus on improving the customer experience, expanding lending capabilities and vendor relationships, and innovating new experiences related to securities-backed and mortgage lending solutions. </p></li></ul><ul><li><p>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements </p></li></ul><ul><li><p>Participating in and leading readiness and rollout activities related to production releases </p></li></ul><ul><li><p>Performing business testing focused on new functionality, operational processes, and end user experience </p></li></ul><ul><li><p>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities </p></li></ul><ul><li><p>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs </p></li></ul><ul><li><p>Helping to conduct key research and analysis to prioritize squad work </p></li></ul><ul><li><p>Production Support of active lending customers, including monitoring existing product health dashboards and responding to ad hoc client and associate requests </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><p><strong>Expertise </strong></p><ul><li><p>Bachelor’s degree or equivalent with minimum of 6-10 years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with bank lending solutions is a plus </p></li></ul><ul><li><p>Familiarity with Agile process &amp; tools &amp; proven ability to translate business strategy into technical requirements </p></li></ul><ul><li><p>Strong technical background with the ability to actively participate in detailed discussions and work through solution options with technology partners </p></li></ul><ul><li><p>While the focus of this role is on delivery of experience improvements – this individual should possess the ability to think of the broader impact of changes and downstream work </p></li></ul><ul><li><p>Embrace working within a team of associates with diverse skill sets, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners </p></li></ul><p><strong>Skills </strong></p><ul><li><p>Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends </p></li></ul><ul><li><p>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work throughout the product development lifecycle </p></li></ul><ul><li><p>Synthesizing requirements and business needs into full Agile stories </p></li></ul><ul><li><p>Proven experience in product management, project management, analysis, and process improvement </p></li></ul><ul><li><p>Possesses the ability to work &amp; act independently, balance competing priorities, influence others, manage stakeholders, and maintain a positive can-do demeanor </p></li></ul><ul><li><p>Strong collaboration, communications, organization, and presentation abilities </p></li></ul><ul><li><p>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel </p></li></ul><p><strong>The Team</strong> </p><p>Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers. </p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Director/Consultant, Business Enablement, Lending Solutions

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>The Lifetime Engagement (LTE) Product Area plays a critical role in driving customer centricity across Workplace, Brokerage &amp; Wealth to reduce friction and enable customer experiences that accelerate lifetime engagement with Fidelity. The Senior Manager, Lifetime Engagement Planning and Reporting is responsible for measuring, analyzing, and communicating progress toward our objectives, for helping to organize the Lifetime Engagement organization’s operating routines, and for synthesizing our work for business unit quarterly and annual routines. </p><p><strong>The Value You Deliver </strong> </p><p>Key responsibilities will include: </p><ul><li><p>Analyze performance against Product Area and Shared PW KPIs and report progress to senior executives and business partners </p></li></ul><ul><li><p>Identify trends and changes in key metrics, investigate the drivers of these, and communicate findings to leadership </p></li></ul><ul><li><p>Support multi-year planning, goal setting, and other business routines (e.g., alignment forums, all associates meetings, business reviews) </p></li></ul><ul><li><p>Partner closely with CKSI stakeholders </p></li></ul><ul><li><p>Provide visibility into deliverables, events, plans, and strategic business initiatives to drive alignment (e.g. integrated calendar) </p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>BA/BS required </p></li></ul><ul><li><p>Minimum 5 years working in a professional environment </p></li></ul><ul><li><p>Knowledge of financial services industry preferred </p></li></ul><ul><li><p><strong>Skilled Program/Project Manager</strong>: Strong organizational skills, attention to detail, strong communicator, adaptability and focus on success measurement. </p></li></ul><ul><li><p><strong>Strong business acumen</strong>: Ability to understand LTE’s KPIs and communicate insights. You utilize a data-driven approach for decision making, both in day-to-day leadership and strategic tradeoff analyses </p></li></ul><ul><li><p><strong>Strong Collaborator: </strong>Understands the importance of gathering feedback from multiple stakeholders across different teams. </p></li></ul><ul><li><p><strong>Ability to Build Strong Relationships: </strong>Highly effective communication, interpersonal and presentation skills. </p></li></ul><ul><li><p><strong>Culture-carrier: </strong>You have strong interpersonal skills that enable you to engage cross-functionally and at all levels of the organization; exemplify culture carrier. </p></li></ul><ul><li><p><strong>Innovative Mindset:</strong> Passionate about process improvement and ability to address matters that are top of mind of associates. Change oriented and curious, with a desire to continuously learn and grow </p></li></ul><ul><li><p><strong>Fast-paced:</strong> Quick and clear headed under time pressures and thrive in a demanding environment </p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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>

Senior Manager, LTE Planning & Reporting

<h3>Job Description:</h3><p><strong>The Role </strong> </p><p>As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:</p><p>• Requirements Gathering &amp; Analysis</p><p>• User Stories and Acceptance Criteria• Legal, Risk, and Compliance Review and Approval</p><p>• Testing and Validation </p><p>• Customer Rollout Strategy, Planning, and Execution</p><p>• Customer Data and Feedback Analysis and Reporting</p><p>In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand data sources, understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution. </p><p><strong>The Skills and Expertise You Bring:</strong></p><ul><li>Bachelor's degree required</li><li>8+ years of business analysis experience delivering digital experiences to customers.</li><li>Strong understanding of the digital product life cycle. </li><li>Customer-focused with a passion to solve challenges through a data driven approach. Expertise with Tableau, Power BI etc. is preferred. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage. </li><li>Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams. </li><li>Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage. </li><li>Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage. </li><li>Having financial domain knowledge is a plus.</li><li>Experience working in an agile team required</li><li>An affinity for technology and stay up to date on industry innovations</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position</h3><p><strong>The Team</strong> </p><p>This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Principal Business Analyst

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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><p>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.</p><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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Representative - Durham, NC

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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><p>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.</p><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. <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><br>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>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><h3>Certifications:</h3><h3>Category:</h3>Customer Service

Financial Representative - Garden City, NY

<p>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.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>How will you make an impact in this role?</strong></p><p>We are seeking a highly motivated and experienced Vice President of IT Asset and ITSM Platform Management to lead our organization's efforts in maturing and optimizing platform management while transforming asset management. Identity is the perimeter of the enterprise, and knowing the identity of both persons and non-persons is essential component in establishing strong security control. Asset management includes, but is not limited to hardware, software, applications, deployment units, cloud, network and IoT.</p><p>The successful candidate will have extensive experience in leading diverse teams across the globe, improving financial posture, exceeding regulatory expectations, and improving customer experience throughout asset identity lifecycle. The successful candidate will have demonstrable experience in leading the architecture, engineering, integration, and operations of enterprise scale platforms servicing the organization. The candidate will also have extensive experience managing data, maintaining high levels of data quality assurance, and using data to drive action, monitor and measure outcomes. The desired candidate will lead with enterprise first thinking and make collaboration essential across Technology Risk and Information Security, Global Infrastructure, Site Reliability Engineering, Digital Workplace, Colleague Experience Group, Finance and Business teams. The successful candidate will have a proven track record of leveraging emerging technologies to achieve rapid and transformational business results securely.</p><p><strong>Responsibilities:</strong></p><ul><li>Advance the implementation of IT asset management strategy that will co-create value for the business and align with the overall technology and security strategy of the organization.</li><li>Continue to innovate and mature the IT asset management program to track and manage organization’s hardware, software, applications including deployment units, corporate owned devices, cloud and IoT assets throughout their lifecycle from onboarding, maintenance to disposal.</li><li>Ensure security controls are in place for IT asset management processes, including asset identity inventory management, protections against unauthorized software, license/contract adherence, end of life, end of support, and disposal.</li><li>Lead the architecture, engineering, and operations of the ITSM platform, servicing the needs of asset owners for incidents, problem, change, providing the platform to correlate assets to customer journeys. Deliver Security Operations workflows to manage security incident response and vulnerability response, co-deliver integrated risk management including enablement of Gen AI capabilities to further improve customer experience and drive efficiencies.</li><li>Maximize the ROI in the ITSM platform by providing its many products to its many customers who are often process and control owners. Enable asset owners to make inform decisions relative to security, operations and financial management</li><li>Apply design thinking to understand customer needs to deliver frictionless, customer centric solutions orchestrated with inline self-service consumption.</li><li>Democratize ITSM and asset management data to enable and inform other controls such as vulnerability management, availability, colleague experience.</li><li>Collaborate with Cyber Analytics to ensure symbiotic asset data management, reconciliation, and normalization processes.</li><li>Collaborate with TRIS risk reporting teams and capabilities to report, measure and monitor data that supports control operations, and ensures efficient risk reporting to various risk committees.</li><li>Develop the necessary policies, standards, controls, standard operating procedures, and metrics to support ITSM and ITAM processes and program objectives.</li><li>Ensure compliance with industry standards and exceed regulatory expectations.</li><li>Attract, retain, and develop a diverse and inclusive team of IT professionals responsible for the platform and asset management.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor’s degree in computer science, Information Systems, or related field. Master's degree preferred.</li><li>Demonstrated ability in a combination of the following disciplines: identity and access management, asset management, large-scale enterprise platform architecture, engineering, operations, integrations, and data management, with a consistent track record of delivering customer centric solutions that are highly available and performant.</li><li>Proven success instantiating controls, providing evidence, and talking to auditors and regulators.</li><li>Able to communicate complex matters simply.</li><li>Proven track record of managing complex, corporate-wide initiatives to deliver quantifiable business impact.</li><li>Expertise in building a strong culture of innovation and transformation, while taking on increasingly greater levels of accountability .</li><li>Demonstrable experience in developing and implementing modern IAM or ITAM controls based on modern protocols and methods.</li><li>Strong knowledge of security principles and practices related to service, asset, and identity management.</li><li>Excellent leadership and management skills, with a demonstrable ability to lead and motivate multi-functional teams.</li><li>Good communication and interpersonal skills, with the ability to work effectively with all levels in the organization.</li><li>Relevant certifications such as ITIL, CAMP, CISSP, CCSP, or CIMP are preferred.</li><li>Public cloud expertise, in SaaS application management, cloud architecture, assets and security.</li></ul><p>Salary Range: $219,000.00 to $338,250.00 annually + bonus + equity (if applicable) + benefits</p><p>The 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.</p><p>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:</p><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><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>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.</p><p>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.</p><p>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></p>

American Express

VP-Cybersecurity IT Asset Management and ITSM Platform

<p>At American Express, our culture is built on a 175-year history of innovation, sharedvaluesand 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.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p>American Express Global Commercial Services (GCS) is the Global leader in the Commercial Payments Solutions space and subsequently continues to be an exciting and fast-growing segment. To maintain success, accelerating sales and driving growth are critical for the organization while maintaining the highest levels of control and compliance standards.</p><p>You will be joining a high priority and high visibility program management team that touches many teams within GCS and across American Express. The successful candidate will be responsible for providing program management support across deliverables and ensuring we seamlessly advance the business unit to an elevated risk management model.&nbsp;This individual will ensure the timely and structured management of the multi-year program for GCS. The role involves critical coordination across GCS workstreams, business unit leaders, and extensive collaboration with partners in second-line, third-line, and supporting areas to ensure we continue maintaining the highest levels of control and compliance standards.&nbsp;</p><p><strong>Core Responsibilities:</strong></p><ul><li>Develop and support an E2E cross-functional workplan enabling the delivery and oversight of&nbsp;project deliverables</li><li>Partner with Sales,&nbsp;Product, Servicing, Compliance, GCO, Control Management, Technologies, 2LOD/3LOD</li><li>Serve as the program management function, acting as a conduit between GCS sponsors/leads and the critical workstreams delivering on project mandates&nbsp;</li><li>Ensure clear communication of progress up to top level management; report on milestone progress, raise key decisions and issues for resolution where required.</li><li>Collaborate closely with external parties (i.e. consulting partners) and support all engagements to ensure key decisions are made and progress is achieved.&nbsp;</li><li>Develop linkages and dependencies with groups within and outside of Global Commercial Services</li><li>Support PMO forums for GCS, interface with organization-wide committees (e.g., Operational Risk Management Committee), and share insights (e.g., Community of Practice)&nbsp;</li><li>Execute on protocol for capturing all key artifacts including approvals and evidence of task completion to support appropriate milestone completion, in line with Enterprise PMO guidance</li></ul><p><strong>Minimum Qualifications</strong></p><ul><li>The ideal candidate will be a highly motivated self-starter who is able to deliver strategic thought leadership and lead projects with limited guidance.&nbsp;</li><li>Comfortable operating in a fast-paced, highly complex environment with a proven ability to quickly adjust to shifting priorities, multiple demands, ambiguity and rapid change.&nbsp;</li><li>Excellent project/program management and organizational skills with a demonstrated ability to build ‘results driving’ relationships.&nbsp;</li><li>Excellent written and verbal communication skills with proven ability to influence without authority.&nbsp;</li><li>Proven track record of developing strategic frameworks for vaguely defined business problems and ability to turn those frameworks into actionable projects/initiatives that drive meaningful results.</li><li>Strong thought leadership including ability to quickly understand critical linkages and implications of program strategies on the business at large.&nbsp;</li><li>Proven track record of building relationships and successfully operating in a highly matrix environment and being able to lead and influence without direct authority.</li><li>High level of integrity with ability to handle sensitive issues with complete confidentiality&nbsp;</li><li>Knowledge of commercial payments industry &amp; economics advantageous.</li><li>Experience in Strategic Planning, Program Management, Project Management, Consulting, and/or Process Transformation supporting a large cross-functional, change-management initiative that supports multiple domains&nbsp;</li><li>Demonstrated control mindset, with preference of previous experience in operational risk and compliance at a Bank.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Understanding or prior experience in Global Commercial Services&nbsp;</li></ul><p>Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits</p><p>The 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.</p><p>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:</p><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><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>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.</p><p>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.</p><p>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></p><p>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.</p>

944 Project Management / Professional Services Jobs