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<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>Certified Financial Planner ® / CFP-® - Issuing Authority, 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>

Fidelity Investments

Financial Consultant - Ft. Myers/Naples FL

<h3>Job Description:</h3><p>Are you passionate about leveraging varied analytical techniques and using myriad data sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) to improve product offerings? Are you ready to drive rapid experiments &amp; strategic insights to optimize every aspect of customer experience?</p><p>If yes, we want you to join our upbeat and hardworking team and make a real-world difference for Fidelity’s customers.</p><h3>The Team</h3><p>We are looking for an accomplished analytics professional to be a creative and collaborative team member, helping develop and drive strategic analytical initiatives. As an indispensable member of CKSI, you'll be embedded in a business unit and will be a part of an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, and data science, partnering to optimize and personalize the Fidelity experience.</p><p>The team will look up to you as a senior subject matter authority in analytics &amp; insights.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li><p>Bachelors Degree with 8 + years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and techniques, such as SQL, Qlik/Tableau, Python, R, etc. Or Masters Degree with 6+ years of experience.</p></li><li><p>Experience with big data technologies / languages such as Snowflake, Hadoop, Apache Pig, Hive is required</p></li><li><p>Experience with digital analytics using tools such as Adobe analytics is a plus.</p></li><li><p>Graduate degree in a quantitative / technical field such as Engineering, Economics, Statistics. MBA or MS degree a plus</p></li></ul><h3>The <strong>Skills</strong> You Bring</h3><ul><li><p>A passionate can-do attitude to your work.</p></li><li><p>You are committed to cross-functional collaboration to achieve the best results for Fidelity and for our customers.</p></li><li><p>Demonstrating a versatile mix of analytical skills, you always focus on business use cases and customer needs.</p></li><li><p>Tremendous intellectually curious, taking the initiative to learn new skills and share that knowledge with others.</p></li><li><p>Bringing a data-driven approach to decision making through experimental design and practical application</p></li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li><p>Your analytical insights will inform business decisions and drive the actions of customer experience and product development teams</p></li><li><p>Supporting democratization of data among business partners and creating self-serve data visualization tools that enable business decision making</p></li><li><p>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Data 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, Advanced Data Analytics and Insights

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.</p><ul><li><p>Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.</p></li><li><p>Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.</p></li><li><p>Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement</p></li><li><p>Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.</p></li><li><p>Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.</p></li><li><p>Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).</p></li><li><p>Sign documents on behalf of FMTC and Fidelity Workplace Services.</p></li><li><p>Participate in process improvement and companywide initiatives.</p></li></ul><h3><strong><strong>The Expertise and Skills You Bring </strong></strong></h3><ul><li><p>Previous Defined Contribution retirement plan experience preferred.</p></li><li><p>Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.</p></li><li><p>College Degree or equivalent experience preferred.</p></li><li><p>CPA, CEBS, ERPA or ASPPA designation(s), a plus.</p></li><li><p>Strong contract negotiation skills: ability to articulate a point of view in a compelling &amp; succinct manner</p></li><li><p>Excellent written and verbal communication skills</p></li><li><p>Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC</p></li><li><p>Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion</p></li><li><p>Demonstrated problem solving and client management abilities</p></li><li><p>Possess the ability to apply learning and comprehend and explain technical concepts</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong><strong><strong>The Team</strong></strong></strong></h3><p>We are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.</p>The base salary range for this position is $74,000-$117,000 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>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>Compliance

Plan Consultant

Company Description<br><p>By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.</p><p><strong>Why join the Harvard Graduate School of Design?</strong></p><p>The Harvard University Graduate School of Design (GSD) educates leaders in design, research, and scholarship to make a resilient, just, and beautiful world. The GSD offers an unparalleled setting for interaction through the combination of disciplines—architecture, landscape architecture, urban planning and design, design engineering, real estate and housing—with an emerging research program and a robust public program of lectures and exhibitions.</p><br>Job Description<br><p><strong>SUMMARY:&nbsp;</strong></p><p>The Harvard Graduate School of Design (GSD) educates design, research, and scholarship leaders to make a resilient, just, and beautiful world. The GSD offers degree programs across a range of design disciplines—architecture, landscape architecture, urban planning, urban design, design engineering, and real estate—as well as advanced research programs that cut across these disciplines and a robust public program of lectures, exhibitions, and publications. The immense variety of people, programs, and ideas at the School sustains a vibrant and rich environment for learning, inquiry, and collaboration, unlike any other design school. For more information about Harvard GSD see: <a href="https://www.gsd.harvard.edu/" target="_blank">https://www.gsd.harvard.edu/</a>  &nbsp;&nbsp;</p><p><strong>NOTE: This position is a benefits eligible, 1/2 time (17.5 hours/week) Term appointment for 1 year with the possibility of continuation depending on funding.&nbsp;</strong></p><p>Reporting to the Director of the Center for Green Buildings and Cities, the Interdisciplinary Research Program Coordinator supports the coordination and success of this interdisciplinary initiative. This dedicated team member will organize biweekly meetings co-led by thrust representatives, ensuring regular progress updates, cross-team alignment, and timely course corrections. This individual will serve as a central point of communication, facilitating effective information sharing across the project’s three integrated research thrusts—advanced thermal materials, intelligent building-scale systems, and cooperative urban-scale energy management.&nbsp;</p><p>They will also be responsible for drafting internal and external reports that document project milestones, synthesize research outcomes, and communicate progress to key stakeholders. In addition to supporting integration across disciplines, this team member will facilitate collaboration with industry partners, ensuring that practical insights from the field inform the design and scalable deployment of project innovations.&nbsp;</p><p>They will also coordinate the preparation and submission of proposals for extramural funding, helping to sustain and expand the project’s research and implementation efforts. This role is essential to advancing the project’s mission of scaling HouseZero®-inspired innovations into interconnected, energy-efficient communities and delivering impactful, real-world solutions to climate challenges.&nbsp;</p><p><strong>TYPICAL DUTIES AND RESPONSIBILITIES:&nbsp;</strong></p><ul><li>Facilitate Cross-Team Coordination: Organize and co-lead biweekly meetings with representatives from each of the three research thrusts to ensure progress tracking, cross-team alignment, and timely decision-making.&nbsp;</li><li>Serve as a Communication Hub: Maintain clear and consistent information flow among research teams, leadership, and partners.&nbsp;</li><li>Documentation &amp; Reporting: Draft comprehensive internal and external reports to document milestones, synthesize outcomes, and communicate progress to stakeholders.&nbsp;</li><li>Stakeholder Engagement: Collaborate with industry partners and external stakeholders to integrate practical insights into the research and deployment strategy.&nbsp;</li><li>Proposal Development: Coordinate the preparation and timely submission of proposals for extramural funding to sustain and expand the initiative.&nbsp;</li><li>Strategic Integration: Ensure cohesion across the three research thrusts, advancing interdisciplinary collaboration and impact.&nbsp;</li><li>Mission Advancement: Help scale HouseZero®-inspired innovations into energy-efficient, interconnected communities that deliver real-world climate solutions.&nbsp;</li></ul><p><strong>SUPERVISORY RESPONSIBILITIES:&nbsp;&nbsp;</strong></p><ul><li><p>There are no supervisory responsibilities associated with this position&nbsp;</p></li></ul><p><strong>PHYSICAL REQUIREMENTS:&nbsp;</strong></p><ul><li><p>Applicants must be able to perform typical office tasks, including sitting for extended periods, using standard office equipment, and occasionally lifting up to 20 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.&nbsp;</p></li></ul><p><strong>WORK ENVIRONMENT:&nbsp;&nbsp;</strong></p><ul><li>This is an in-person role based in Cambridge, MA. The work is mainly performed in an office setting.&nbsp;&nbsp;</li><li>Candidates must have employment authorization to work in the US, and we regret that we cannot sponsor a VISA.&nbsp;</li></ul><br>Qualifications<br><p><strong>BASIC QUALIFICATIONS:&nbsp;</strong></p><ul><li>Experience leading or coordinating complex, multi-stakeholder research initiatives, particularly those involving sustainability, climate resilience, or urban systems.&nbsp;</li><li>Proven ability to synthesize interdisciplinary research and produce accessible technical and non-technical reports.&nbsp;</li><li>Strong leadership, facilitation, and organizational skills; experience managing collaborative teams and meetings.&nbsp;</li><li>Excellent written and verbal communication skills, including grant writing and report preparation.&nbsp;</li><li>Familiarity with extramural funding processes and experience coordinating successful proposals.&nbsp;</li><li>Demonstrated ability to work across disciplinary boundaries and with external industry partners.&nbsp;</li><li>Please note that to be considered for this position, a cover letter and resume are required with the submission of your application. Candidates must have employment authorization to work in the US, and we regret that we cannot sponsor a VISA.&nbsp;</li></ul><p><strong>ADDITIONAL REQUIREMENTS:&nbsp;</strong></p><ul><li>Doctoral degree in engineering, architecture, urban planning, environmental science, energy systems, or a closely related interdisciplinary field, strongly preferred.&nbsp;</li><li>Subject matter knowledge in one or more of the initiative’s core focus areas: advanced thermal materials, intelligent building-scale systems, or urban-scale energy management.&nbsp;</li><li>Experience in interdisciplinary or systems-level research at the nexus of building design, sustainable technologies, and urban development.&nbsp;</li><li>Familiarity with real-world implementation of research-based innovations in the built environment.&nbsp;</li></ul><br>Additional Information<br><p>​​​​​​<strong>​​​​​Please note that to be considered for this position, a cover letter and resume are required with the submission of your application.&nbsp;</strong></p><ul><li><strong>Appointment End Date:&nbsp;</strong>This position is a Term appointment for up to three years depending on funding.&nbsp;</li><li><strong>Standard Hours/Schedule: </strong>17.5 hours per week</li><li><strong>Visa Sponsorship Information: </strong>Harvard University is unable to provide visa sponsorship for this position</li><li><strong>Pre-Employment Screening: </strong>Identity.</li></ul><p><strong>Work Format Details</strong></p><p>This position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;</p>
<p><strong>Salary Grade and Ranges</strong></p><p>This position is salary grade level 055. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;</p>
<p><strong>Benefits</strong></p><p>Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;</p><ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul><p>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;</p>
<p><strong>EEO/Non-Discrimination Commitment Statement</strong></p><p>Harvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.</p><p>Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.</p>

Harvard University FAS Human Resources

Interdisciplinary Research Program Coordinator

Company Description<br><p>By working at Harvard University,&nbsp;you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.</p><p>Why join Harvard University Central Administration?</p><p>Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals.</p><br>Job Description<br><p>Reporting to the Secretary for Compliance and Title VI Coordinator, the Deputy Title VI Coordinator and Case Manager will assist in ensuring Harvard University’s compliance with federal, state, and local non-discrimination laws, with a focus on Title VI.</p><p>Working within Harvard’s Office for Community Conduct (OCC), the Deputy Title VI Coordinator and Case Manager&nbsp;will be responsible for providing consultation on claims of discrimination raised under Harvard University’s Non-Discrimination and Anti-Bullying Policies (hereinafter NDAB), including shared ancestry discrimination and other protected statuses set forth in the NDAB. In light of the uptick in complaints raising allegations of antisemitism, the&nbsp;Deputy Title VI Coordinator and Case Manager should have an understanding of antisemitism and its manifestations.&nbsp;</p><p><strong>Core Responsibilities:</strong></p><p><em>Case Management</em></p><ul><li>Working closely with Local Designated Resources to manage and resolve cases raising claims of discrimination raised under the NDAB Policies, including via informal resolution and formal investigative processes.</li><li>Consulting with “Local Designated Resources” on all complaints of antisemitism and other forms of shared ancestry discrimination.</li><li>Assisting in the maintenance of comprehensive and confidential records of inquiries, complaints, investigations, and resolutions.</li></ul><p><em>Policy and Compliance</em></p><ul><li>Serving&nbsp;as&nbsp;a&nbsp;community&nbsp;resource&nbsp;for&nbsp;general&nbsp;policy&nbsp;guidance&nbsp;and&nbsp;assistance&nbsp;with procedures, including case intake and case review.</li><li>Advising University partners on risks, trends, and best practices related to Title VI compliance.</li></ul><p><em>Training and Education</em></p><ul><li>Promoting awareness of NDAB policies, reporting procedures, and resources available to the University community.</li><li>Assisting with the development and dissemination of training, education, and related resource materials on Title VI rights and responsibilities for the campus community.&nbsp;</li><li>Partnering with the Office for Gender Equity’s Prevention Team to develop and implement data-driven strategies for improving culture and climate on campus.&nbsp;</li></ul><p><em>Data Analysis and Reporting</em></p><ul><li>Supervising the preparation of an annual report on Harvard’s response to complaints under the NDAB Policies, including complaints of antisemitism and other forms of shared ancestry discrimination.</li><li>Monitoring system of records for trends pertaining to hostile environment under Title VI.&nbsp;</li></ul><br>Qualifications<br><p>Candidates MUST meet the following basic qualifications to be considered for this role:</p><ul><li>J.D. required</li><li>At least 5 years of experience in civil rights compliance, human resources investigations, or related work.</li><li>At least 3 years of experience working on matters involving Title VI of the Civil Rights Act of 1964. Such experience should demonstrate comprehensive knowledge of Title VI, including Title VI’s protections for individuals who face discrimination on the basis of their actual or perceived shared ancestry or ethnic characteristics, or citizenship or residency in a country with a dominant religion or distinct religious identity.&nbsp;</li></ul><p><strong>Additional Qualifications and Skills:</strong></p><ul><li>Mediation or other similar forms of alternative dispute resolution training and experience required.&nbsp;</li><li>Strong analytical, investigative, and conflict-resolution skills.</li><li>Ability to efficiently manage a caseload of multiple Title VI-related reports and complaints.</li><li>Excellent interpersonal and communication skills, including the ability to communicate confidential and difficult information, to demonstrate compassion when interacting with Harvard community members, and the ability to work effectively with diverse groups.</li><li>Ability to build relationships and establish collaborative partnerships across the University.</li><li>Demonstrated ability to maintain confidentiality and exercise sound judgment in sensitive situations.</li><li>Experience in higher education or a similar institutional setting.</li><li>Familiarity with other federal and state non-discrimination laws.</li></ul><br>Additional Information<br><ul><li><strong>Standard Hours/Schedule:&nbsp;</strong>35 hours per week</li><li><strong>Visa Sponsorship Information: </strong>Harvard University is unable to provide visa sponsorship for this position</li><li><strong>Pre-Employment Screening: </strong>Education, Identity</li><li><strong>Other Information:&nbsp;</strong>This position has a 3-month orientation and review period.</li></ul><p><strong>Work Format Details</strong></p><p>This is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;</p>
<p><strong>Salary Grade and Ranges</strong></p><p>This position is salary grade level 058. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;</p>
<p><strong>Benefits</strong></p><p>Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;</p><ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul><p>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;</p>
<p><strong>EEO/Non-Discrimination Commitment Statement</strong></p><p>Harvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.&nbsp;</p><p>Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard’s <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.&nbsp;</p>

Deputy Title VI Coordinator and Case Manager

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</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>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</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><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $106,500 - $171,500 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>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Highland Park, IL

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - San Jose, CA

<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 63 - 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 - Boise, ID

<h3>Job Description:</h3><p><strong>The Role</strong><br>The Asset Management Senior Risk Manager will support general risk oversight for Digital Assets, Equity, High Income, Fixed Income, Managed Accounts, and Asset Allocation Investment Teams, with a focus on blockchain and cryptocurrency related business capabilities, products, and services. Responsibilities include gathering industry data, analyzing market trends, assessing internal processes, developing tools to measure and monitor for operational risks, and designing plans to mitigate potential risks that could adversely impact Fidelity, our clients, or associates. </p><p>This role will be accountable for analyzing end-to-end processes, assessing related data and controls to identify potential risks, performing targeted data-driven risk assessments, and developing risk management reporting using data visualization tools.</p><p><strong>The Expertise and Skills You Have</strong></p><ul><li>3-5 years of experience; prior experience in an operating role in the crypto industry, at a top-tier management consulting firm, an asset management / private equity / venture capital firm, or in investment banking </li><li>Extensive experience with blockchain technology and digital assets, along with an understanding of their technical underpinnings</li><li>In depth knowledge of data analysis techniques and visualization tools (e.g., Tableau)</li><li>Extensive project management experience</li><li>SQL and Python programming experience a plus</li><li>Bachelor’s degree required</li><li>CFA and/or FRM certifications a plus</li><li>Strong data analysis skills (e.g., tools, strategies) with proven experience querying and analyzing large data sets and assessing outcomes</li></ul><ul><li>Skilled at operating autonomously to achieve results in a dynamic environment</li><li>Thrives in a dynamic organization where priorities shift to respond to business</li><li>Superb verbal and written communications skills</li><li>Ability to build executive level presentations and data visualizations</li><li>Outstanding relationship management skills; customer service orientation</li><li>Strong collaborator; able to develop and maintain working relationships with peers</li><li>Ability to influence others to get the job done and partner with other areas of Fidelity</li></ul><p><strong>The Team</strong><br>Asset Management Risk provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<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, Asset Management Risk, Cryptocurrencies & Digital Assets

<p>At American Express, our culture is built on a 175-year history of innovation, shared&nbsp;values&nbsp;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>Global Merchant &amp; Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company’s payment network and manages bank partnerships globally.</p><p>The objective of the GMNS Control Management Specialized Operational Risk (OR) team is to provide subject matter expertise on specific Operational Risk topics to ensure the BU is equipped with in-depth knowledge of risk-stripes to manage and mitigate these risks effectively; supports the BU with expert guidance for topical Operational Risk intelligence.</p><p>GMNS is looking for a Director of Specialized OR to lead a diverse team of high-performing professionals focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.</p><p><strong>The Director, GMNS Specialized OR will:</strong></p><ul><li>Consult on the design and implementation of controls tailored to specialized risk areas including Financial Crime and Compliance, with input in broader areas of operational risk</li><li>Ensure all activities &amp; guidance provided to BU are in alignment with standards set by centralized specialist risk-stripe teams</li><li>Comply with enterprise policies and programs pertaining to specific risk types (e.g., Conduct Risk Management policy), and support with design/ enhancement of BU procedures /standards</li><li>Maintain awareness and understanding of emerging trends, best practices, and regulatory updates relevant to operational risks and share this with BU process owners</li><li>Support with the design and dissemination of targeted training and awareness programs to increase understanding and management of specific risk topics within GMNS&nbsp;</li></ul><p><strong>Required Qualifications:</strong></p><ul><li>6+ Years experience in operational risk management,&nbsp;Financial Crime or Compliance&nbsp;(e.g., within Risk and/or Internal Audit function)</li><li>Ability to read, write and speak in Mandarin fluently</li><li>Understanding of critical operational risk management lifecycle activities.</li><li>Excellent project management, communication, and interpersonal skills, with an ability to interact and obtain buy-in from senior BU/tech counterparts</li><li>Expertise in process governance, with a track record of establishing and overseeing robust decision-making processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Experience within financial services industry</li><li>Strong analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively.</li><li>Demonstrated history and ability to manage large teams, spread over geographies and with varying backgrounds</li></ul><strong>Preferred Qualifications:</strong><ul><li>Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous</li><li>Experience with the management or oversight of Joint Ventures.</li><li>Experience in at least one of the following:<ul><li>Serving as the go-to subject matter expert pertaining to specific operational risk types</li><li>Ensuring activities are in alignment with standards set by specialist risk-stripe teams</li><li>Complying with enterprise policies and programs pertaining to specific risk types and supporting with design/enhancement of procedures/standards by providing topic-specific insight</li><li>Advising on decentralized risk types into broader operational risk policies and programs</li></ul></li></ul><p>ORMCM</p><p>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefits</p><p>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position</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>

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