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<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>Reporting to Director – Resolution Planning Risk Oversight, the Manager – Resolution Planning Risk Oversight will manage and support the independent second-line oversight program for Recovery and Resolution Planning and will be responsible for developing and coordinating independent oversight of RRP across American Express and American Express National Bank (AENB). The Manager will work closely with across Treasury and GRC to teams ensure a high-quality delivery of Resolution Plan and Recovery Plan submissions with well-documented independent review and challenge.&nbsp; This is a wonderful opportunity for someone to learn American Express from a comprehensive perspective while contributing to a key regulatory requirement.</p><ul><li>Help develop and manage the RRP oversight program for GRC and drive consistent execution across multiple risk functions.</li><li>Be the 2nd&nbsp;line of defense point-of-contact for the RRP program by managing communications with Treasury and coordinating effective challenge requirements and deliverables with risk leaders in GRC.</li><li>Ensure achievement of project objectives on time and in alignment with regulatory requirements.</li><li>Monitor and report project progress, including identification and escalation of off-track items, implications to interdependencies, other workstreams and overall project timelines.</li></ul><p><b>The successful candidate will be able to and/or have:</b></p><ul><li>Facility with analyzing balance sheets of large financial institutions.</li><li>Excellent communication, collaboration and writing skills. Able to coordinate and collaborate with stakeholders across Treasury and risk. &nbsp;&nbsp;</li><li>Rigorous analytical skills and meticulous attention to detail.</li><li>Self-starter, with the ability to manage and anticipate emerging problems.</li><li>Ability to work in an ambiguous environment.</li></ul><p><b>Minimum Qualifications</b></p><ul><li>Undergraduate degree in Finance, Statistics, Accounting, Actuarial Science, Mathematics, Econometrics, Business Administration, Operations Research, Engineering, or a related field.</li><li>2+ years of experience in risk management, Finance, Controllership, project management, regulatory or resolution and recovery planning;</li><li>2+ years of experience with project management while managing multiple priorities </li></ul><p><b>Preferred Qualifications</b></p><ul><li>Prior experience in preparing materials for senior leadership.</li><li>Prior experience in capital management, liquidity risk, resiliency risk, or business and strategic risk.</li></ul><p>Salary Range: $80,000.00 to $155,000.00 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>

American Express

Manager-Risk Management ; Resolution Planning Risk Oversight

<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><b>About the Role</b></p><p>We are seeking a dynamic and experienced leader to establish and lead a new second-line risk function focused on&nbsp;<b>Enterprise Change</b>. This global role will be instrumental in shaping the firm’s approach to managing these risks across people, processes, technology, third parties, and physical infrastructure.</p><p>As the&nbsp;<b>Head of Enterprise Change (2nd Line)</b>, you will design and implement a comprehensive risk governance framework, engage with senior leadership across business and technology, and lead regulatory interactions. This is a high-impact opportunity to build a new team and drive meaningful change across the enterprise.</p><p><b>Key Responsibilities</b></p><ul><li><b>Framework Leadership:</b> Design and implement a firmwide change governance framework, including policies, controls, monitoring standards and sustainable risk capabilities.</li><li><b>Regulatory Engagement:</b> Lead regulatory, supervisory, and internal audit interactions; manage exams and ensure timely resolution of findings.</li><li><strong>T</strong><b>eam Building:</b> Build and lead a high-performing team of risk professionals. Foster a culture of innovation, collaboration, and continuous learning.</li><li><b>Risk Assessment &amp; Reporting:</b> Oversee risk assessments at both macro and micro levels. Develop and deliver Board and executive-level reporting (e.g., KCIs, KRIs, KPIs).</li><li><b>Stakeholder Collaboration:</b> Partner with senior leaders across risk, business, and technology to define risk appetite and ensure alignment with enterprise limits and thresholds.</li><li><b>Culture &amp; Training:</b> Champion a risk-aware culture. Design and roll out enterprise-wide training and awareness programs.</li><li><b>External Intelligence:</b>&nbsp;Continuously enhance the program by integrating insights from regulatory developments, leading practices, and external events.</li></ul><p><b>The successful candidate will have and/or be able to:</b></p><ul><li>Deep knowledge of relevant laws, regulations, and risk management standards.</li><li>Strong data-driven analytical skills with experience using data to identify and manage risks at scale.</li><li>Exceptional problem solving, communication and influencing skills, with a track record of engaging executive stakeholders.</li></ul><p><b>Required Qualifications</b></p><ul><li>6+ years of risk management experience at large U.S. banks </li><li>Prior experience in design, development, and implementation of risk governance frameworks (Expertise in change governance frameworks is strongly preferred).</li><li>Prior experience managing regulatory exams and supervisory engagements.</li><li>Prior experience building and leading new risk teams in dynamic environments.</li></ul><p><b>Preferred Qualifications</b></p><ul><li>Risk management experience with a GSIB.</li><li>Formal certifications in operational resilience, BCM, disaster recovery, and risk frameworks.</li></ul><p>Salary Range: $130,000.00 to $205,000.00 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>*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><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>

Director- Risk Management; Change Governance (2LOD)

<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>The Technical Risk Management (TRM) team, within the Global Risk and Compliance organization and led by the Chief Risk Officer, manage operational risks associated with Information &amp; Cyber Security Risk, Business Disruption, Technology Risk, Data Risk, and AI Risk Management. The team also ensures that risk management activities are conducted in a manner compliant with regulatory requirements and expectations. The team aggregates and reports on key risk management and oversight activities to the relevant management and Board risk committees.</p><p><b>Functional Description:</b></p><p>This individual contributor role is a unique opportunity to work with a team of diverse and talented professionals who are responsible for building the operational resilience risk oversight program to provide credible challenge and oversight to the first line operational resilience risk taking activities.</p><p>Reporting to the Director for Business Disruption &amp; Operational Resilience Risk Management, the Manager role is responsible for independently assessing and reporting operational resilience (including people, process, technology, third-party and infrastructure) risks and providing a view of aggregate risks. The risks identified by this team are reported to the Senior Management, Risk Management Committees, Board of Directors and Regulators. This position will be responsible for effectively collaborating with key stakeholders across lines of business and lines of defense to ensure risks are managed effectively and efficiently in accordance with the company policies and applicable regulatory requirements.</p><p><br><b>Essential Job Functions:</b></p><ul><li>Conduct independent, proactive risk management and oversight of operational resilience (including people, process, technology, third party, and infrastructure) related risks.</li><li>Assist in the development, implementation, and maintenance of the firm’s operational resilience framework (policies, governance and minimum standards) to ensure operational readiness and response to business disruption events.</li><li>Learn operational resilience and business continuity management processes at American Express, demonstrating strong levels of curiosity and willingness, to present an effective credible challenge.</li><li>Engage and liaise with internal stakeholder groups that have oversight of processes relevant to the firm’s Resilience approach to prevent, protect, respond and adopt/learn from disruptive events.</li><li>Be apprised of resilience events and data collection including reporting when necessary; perform detailed reviews of trends to identify significant risks and ensure monitoring and remediation</li><li>Develop and enhance data-driven key risk indicators and key performance indicators that provide real time and meaningful insights into the risk and performance trends.</li><li>Support the design of operational resilience independent risk oversight program which defines the engagement and integration with various risk management programs, including Risk and Control Self Assessments, Operational Risk Management, etc.</li><li>Support compliance with resilience-related regulations and standards (e.g., OCC Bulletin 2020-94, FFIEC Handbooks, GLBA, etc.) to meet legal and regulatory obligations.</li><li>Help embed a strong risk-aware culture, encouraging proactive risk management behaviors within the organization.</li></ul><p><b>Required Qualifications:</b></p><ul><li>Minimum four years of experience in risk management within the banking/financial services industry including policy &amp; procedure development, risk appetite, risk control self-assessment and testing, and issue management.</li><li>Proven ability to identify risks, analyze issues and derive meaningful insights about risk trends by conducting interviews and analyzing large volumes of data.</li><li>Demonstrate analytical skills with high attention to detail and accuracy.</li><li>Displays a mindset of questioning assumptions, critically assessing information and seeking evidence to validate conclusions, so decisions are unbiased and well-founded. </li><li>Strong verbal and written communication skills with an ability to explain complex problems and ideas clearly and succinctly to senior management.</li><li>Ability to work in a highly collaborative environment, excellent relationship building skills and ability to influence partners with a firm strategic view.&nbsp;</li><li>Demonstrate strong abilities in core Resilience skills, including business continuity management, dependency risk management, resilience monitoring, and resilience compliance management.</li></ul><p><b>Preferred:</b></p><ul><li>Working knowledge of one or more of the data mining tools/technologies (e.g. Microsoft Excel: Pivot Tables SQL, SAS, Python, R).</li><li>Experience in risk management across cyber security, information technology, 3rd party, business continuity management.</li><li>Understanding of risk assessment methodologies, frameworks and industry standards.</li><li>Knowledge of relevant policies &amp; regulations (e.g., FRB SR 2020-24/OCC 2020-94, OCC Heightened Standards, FFIEC IT booklets, DORA)</li><li>Experience with Governance, Risk and Compliance tools (e.g. Archer)</li><li>Having industry certifications in operational resilience, business continuity management, and Disaster Recovery will be preferred.</li></ul><p><strong>Why American Express</strong></p><p>Talk to our people and you’ll find out what we’re really all about. Open, creative, risk-taking, collaborative and innovative are just some of the expressions you’ll hear. It’s our culture that makes American Express an outstanding place to work, and a big part of why we regularly win best workplace awards all over the world. If you’re ready to take on a challenge and make an impact, you owe it to yourself to launch or grow your career here.</p><p>Salary Range: $80,000.00 to $155,000.00 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&nbsp;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:&nbsp;<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>

Manager: Business Disruption & Operational Resilience Risk Management

<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 - $75,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Pasadena, CA

<h3>Job Description:</h3><p>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.</p><p>The <strong>Expertise</strong> We’re Looking For</p><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><p>The <strong>Purpose</strong> of Your Role</p><p>Our 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.</p><p>The <strong>Skills</strong> You Bring</p><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><p>The <strong>Value</strong> You Deliver</p><p>You 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.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You 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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>

VP, Branch Leader - Midlothian, VA

<h3>Job Description:</h3><p>As a Squad Leader within the Equity Portfolio Management Product Area, you will blend your interest in investment management with our technology expertise to deliver an outstanding user experience for our Global PM team. As the product owner you are the end-to-end gatekeeper of the squad mission, strategy, and execution associated with delivering on strategic priorities. You will influence the broader strategic decisions and roadmaps, set and refine the squad mission, and bring together a team of chapter members to execute on user prioritized product improvements.</p><p>Constant refinement of the “what” and “when” work will be performed through ongoing planning and prioritization of a product backlog. By empowering squad members, you will create a culture of working iteratively, innovating through testing and experimentation, and learning from failure while celebrating success. By staying connected to industry trends, you can bring the latest thinking to our squads to enhance our product solutions.</p><p>This position will be located in Galway as the primary home base with a combination of both in office and remote working.</p><p><strong>The Team</strong></p><p>You work in partnership with Product Area Leads across our domain, other squad leads, scrum masters, and chapter leaders aligned to your squad(s). By demonstrating and promoting Fidelity and agile leadership behaviors, you will sustain and evolve our innovative agile environment.</p><p><strong>The Expertise You Have</strong></p><ul><li>Creative, collaborative, results-oriented problem solver with experience in software development lifecycle.</li><li>Proven experience working with Agile teams and a detailed understanding of SCRUM principles (business analysis, story writing, acceptance testing, end user certification).</li><li>Knowledge of the investment process is preferred.</li><li>Agile experience required.</li><li>Jira and JiraAlign experience is beneficial but not required.</li><li>SCRUM certifications are advantageous.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Bachelor's degree or equivalent experience</li><li>7-10+ years working experience with a majority in investment management</li><li>A data-focused approach to understanding customer needs, translating strategic objectives into action, and prioritizing to improve the value delivered.</li><li>An ability to grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these.</li><li>A strong focus on execution and an ability to identify, communicate and remove impediments to progress.</li><li>A capability to lead, influence, and empower colleagues (both on-shore and off-shore) without formal authority, and a track record of building high-performing teams.</li><li>Encouraging continuously improvement and an agile way of working, adopting servant leadership behaviors and approach.</li><li>Ability to establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach.</li><li>An intellectual curiosity that champions a culture of continuous learning, mentoring and coaching</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Defining, refining, and communicating the squads' mission and roadmap to empower the team and build partner support and alignment</li><li>Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team</li><li>Bringing new solutions to our users on a regular cadence, retiring obsolete solutions and maintaining our outstanding trading platform.</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.</li><li>Defining squad objectives and measuring outcomes against these, while delivering agreed upon business, technology, and people results.</li><li>Collaborating and coordinating with chapter leaders and scrum masters to build squad capacity and capability and enabling squad member growth, development and learning.</li><li>Finding opportunities to bring new technologies/solutions to deliver innovative solutions to meet our business partner objectives.</li></ul><p>#SWE</p><h3>Category:</h3>Product Management

Squad Leader

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a <strong>Head of Model Portfolios Distribution,</strong> you will act as the leader of a specialist organization responsible for the distribution of Fidelity’s Model Portfolios. Your team will act as an extension of our investment and product teams and as the client facing authority representing our turnkey and custom model portfolios to Fidelity’s intermediary clients. You will lead a team that supports RIAs and Broker Dealers on proprietary and third-party platform through developing new prospective firms and advisors, while also working alongside field wholesalers to generate strong sales lift from our existing clients and prospects. Lastly, collaborates with asset management function to influence our product roadmap, develop messaging, and core content to support the continued growth of Fidelity’s Models Business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Developing and maintaining a highly motivated, highly productive sales team which will lead to stronger client relationships and increased sales</p></li><li><p> The effective management of a sales team leading to emerging product growth, deepening of client relationships, and high client satisfaction</p></li><li><p>Able to interact well with both external clients (advisors, shareholders, due diligence analysts, etc.) as well as internal clients (investment management, distribution, product management and senior management constituents, etc.)</p></li><li><p>Serve as a voice of the client for ongoing product development and execution</p></li></ul><ul><li><p>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</p></li><li><p>Series 7 &amp; 63 licenses required; 24 obtained after hired</p></li><li><p>15+ years of financial services experience</p></li></ul><ul><li><p>Expertise and knowledge of the managed account marketplace, competitive set, and economic model</p></li><li><p>Demonstrated leadership in a large, matrixed organization with a proven track record of delivering business and sales results</p></li><li><p>Your ability to manage salespeople with varying degrees of experience and tenure</p></li><li><p>Your passion to coach and provide consistent, constructive feedback</p></li><li><p>A desire to lead, motivate and collaborate for the benefit of the team</p></li><li><p>You build and maintain relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</p></li><li><p>You possess strong business/technical knowledge of the managed account ecosystem</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Demonstrate Independent decision making</p></li><li><p>Drive team results against goals </p></li><li><p>60-75% national travel required including client visits, conferences, team visits, and home office meeting</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!</p>The base salary range for this position is $70,000 - $175,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Vice President, Head of Model Portfolio Distribution

<h3>Job Description:</h3><h3>Phone Financial Consultant</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>FINRA Series 7 &amp; 63 required prior to hire</h3></li><li><h3>Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire</h3></li><li><h3>Five years financial services experience, with 3-5 years of sales experience</h3></li><li><h3>A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!</h3></li></ul><h3>The Purpose of Your Role</h3><h3>We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</h3><h3>The Skills You Bring</h3><ul><li><h3>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele</h3></li><li><h3>Excellent knowledge of investment products</h3></li><li><h3>Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization</h3></li><li><h3>Strong technological acumen and comfort with learning how to use new tools</h3></li><li><h3>Excels in paperless work environment by leveraging technology</h3></li><li><h3>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action</h3></li><li><h3>Extraordinary listening and communication skills, confident public speaking, and group dynamics</h3></li><li><h3>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</h3></li></ul><h3>Our Investments in You</h3><h3>We believe that a holistic approach to life is important. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning</h3></li><li><h3>Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals</h3></li><li><h3>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</h3></li><li><h3>You are developing existing relationships to retain and increase total assets and profitability</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.</h3><h3>While you build relationships here, you will also be building your career!</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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 - Smithfield, RI

<br>Position Title: Asset Management Analyst<br> <br>Location:  Jericho, NY<br> <br>Full Time/Part Time: Full time<br> <br>Req ID:  R286-2025<br> <br>Description:  <p>******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.******We a re currently seeking an Analyst reporting directly to the Manager of the Asset Management department for our Southern region.  The individual will assist in the preparation and maintenance of property and portfolio level pro-forma models that will be utilized for evaluating acquisitions, dispositions, developments and redevelopment opportunities, and other ad-hoc value add opportunities throughout the Region.  The candidate will coordinate with the regional finance, leasing &amp; property management teams, and construction &amp; development teams for validation and assessment of certain business information and financial metrics.</p><p>Requirements:</p><ul><li><p>Bachelor’s degree; Finance, Business or Economics majors preferred</p></li><li><p>2 - 4 years of commercial real estate experience, preferable retail and/or multifamily</p></li><li><p>The ability to construct pro-forma models and IRR’s</p></li><li><p>Proficiency in Argus Enterprise and MRI</p></li><li><p>Proficiency in MS Excel (some advanced functions) and Word</p></li><li><p>Assist and support Construction with development and redevelopment analysis and reporting</p></li><li><p>Must have excellent analytical skills along with strong written and verbal communication skills and the ability to work with people at all levels</p></li><li><p>Must be a team player, capable of multi-tasking; must be goal-oriented and work well on deadlines and prioritization</p></li></ul><p>The expected salary range for this position is between $60,000 and $80,000. The actual compensation will be based on factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, market and business considerations and other factors permitted by law.</p><p>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability **</p><br> <br>About Us:  <p>Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders.</p><br><p>Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and rapidly expanding Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week.<br><br>Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of December 31, 2024, the company owned interests in 568 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space.</p><br><br><br><br><p>PI273646018</p>

Kimco Realty Corporation

Asset Management Analyst

<p>Join a purpose-driven team at Caron Treatment Centers, where for nearly 70 years, we’ve been helping people find a path to recovery from addiction and rebuild their lives. We offer real careers with real opportunities for growth, comprehensive training, and a commitment to work-life balance. Our benefits include generous paid time off, company-paid life and disability insurance, professional growth and development, tuition reimbursement, a competitive 401(k) plan, and robust&nbsp;medical, dental, and vision plans. We’re proud to foster a diverse and inclusive environment, with a culture of teamwork, compassion, and dedication to our mission. Start a career that saves lives at a company that values yours!&nbsp;</p><p><strong>DUTIES AND RESPONSIBILITIES</strong>:</p><ul><li>Enhances accessibility and communication across all Caron programming to make it possible for creative treatment planning and services to potential families, patients, and referrals.&nbsp;</li><li>Assists in providing concierge service to patients placed into Caron’s continuums and assists with case management needs for family members and referrals; this includes efforts to solidify/confirm potential admissions, as well as provide the services throughout a treatment episode including continuing care planning with an emphasis on patients in Signature programing.&nbsp;</li><li>Ensures that all communication with referrals is tracked in Salesforce/Aura.</li><li>Collaborate closely with the clinical team to provide ongoing case management and ensure each patient’s care plan is executed effectively.</li><li>Attends and actively participates in Signature treatment team meetings to discuss patient progress, clinical updates, care coordination and provides any relevant updates related to referrals, industry changes and census trends.</li><li>Works with Corporate Director of Admissions, Regional Resource Directors team, and others to manage and effectively respond to admissions and census needs across the continuum.</li><li>Works collaboratively with leadership to assure Caron’s Core Values and Mission Statement is being presented consistently to the patients, their families, and referrals.</li><li>Collaborates with Admission Leadership and clinical directors regarding patient placement within or outside the continuum based on clinical assessment and medical records as appropriate.</li><li>Designated point of contact for RAP/NAP/DSO conversions to full programming</li><li>Provides clinical assessment and interpretation as needed for all Signature patients.</li><li>Provides a sophisticated level of financial conversation to include vetting all appropriate resources for treatment investment, provide details of inclusions and exclusions of treatment investment, utilization of all financial options.&nbsp;Proficiency in verification of benefits</li><li>Responsible for all financial follow-up- treatment payment, pharmacy set up, labs, and any identified follow-up</li><li>Provides onsite support to help facilitate concierge admissions as well as physical admissions as necessary</li><li>Ensures all appropriate admissions protocols are utilized with key stakeholders and ensures appropriate ongoing communication and documentation throughout the remainder of the treatment episode.</li><li>Aids throughout treatment episode that includes continuing care planning with an emphasis on Caron First Signature programming.</li><li>This job description reflects management’s assignments of essential functions; it does not prescribe or restrict the duties or tasks that may be required or assigned.</li></ul><p><strong>EXPERIENCE / EDUCATION QUALIFICATIONS:</strong></p><ul><li>Minimum of 3 years’ experience working in a clinical setting within a substance use disorder.</li><li>Minimum bachelor’s degree required or master’s preferred.</li><li>Minimum of 2 years’ case management experience.</li><li>If in recovery, 2 years of continuous sobriety is preferred.</li></ul><p></p><p><strong>PHYSICAL REQUIREMENTS:</strong></p><p>The physical and mental demands described here are representative of those that must be met to successfully perform the essential functions of this job.&nbsp; Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.</p><ul><li>Must be able to work extended hours on and off campus.</li><li>Must be able and willing to travel as needed.</li><li>Must be able to deliver presentations to referrals that may be on campus and at their strategic geographic locations.</li><li>Ability to provide tours of our campus, which may include ambulating throughout hilly areas and ascending and descending stairs.</li><li>This position may allow for remote work and therefore requires a secure office space with high-speed internet.</li></ul><p><strong>KNOWLEDGE, SKILLS, ABILITIES:</strong></p><ul><li>An extensive background in clinical programming of all Caron continuums.</li><li>Must demonstrate strong communication, interpersonal and organizational skills.</li><li>Ability to schedule and coordinate site visits.</li><li>Must possess skill with Microsoft Office products.</li><li>Ability to establish and maintain effective working relationships with employees and heads of the various departments.</li><li>Ability to develop, re-establish, and maintain relationships with referrals and our own Business Development Officers (BDO) across the country.</li></ul><br>

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