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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.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.The Technology organization enables and accelerates the company’s growth strategies, delivering global capabilities and services in support of Amex’s customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights.The U.S. Consumer Services and Enterprise Digital &amp; Data Technology Team brings together foundational strategic technology capabilities in digital experience engineering (Mobile and Web), AI/ML, marketing technology, enterprise communications, travel and lifestyle, and automation, grounded in our data technology model that prioritizes data governance. It employs a ground-breaking focus with development responsibilities for customer-facing capabilities that deepen and expand digital engagement, as well as core technical capabilities that cut across business lines and customer segments.Responsibilities:<ul><li>Manage day-to-day Portfolio activities such as resourcing, financial spend tracking, capacity planning, program health check, and data trending risk identification.</li><li>Take ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.</li><li>Drive design discussions and facilitate consensus on solution architecture decisions across all upstream engineering SMEs, Enterprise Architects and Raven SMEs.</li><li>Manages the planning, coordination, and execution of technology-focused projects, ensuring alignment with strategic objectives and project goals</li><li>Leads Agile release trains, coordinating with product owners, agile champions, and development teams to ensure timely and quality delivery of project milestones</li><li>Leads Program Increment (PI) planning meetings with senior leadership, product management, and delivery teams to ensure strategic alignment and readiness</li><li>Mentors Agile Release Train (ART) meetings to ensure the preparation, readiness, and prioritization of features for future PI planning sessions</li><li>Develops risk management plans, conducts regular risk assessments, and implements mitigation strategies to ensure smooth Agile Release Train (ART) execution</li><li>Analyzes and interprets relevant portfolio, Release Train, and team-level metrics to provide strategic insights into delivery and execution</li><li>Facilitates Inspect &amp; Adapt sessions and other retrospective meetings to promote a culture of continuous learning and improvement within the teams</li><li>Oversees the process of maintaining project documentations including requirements, specifications, and progress reports ensuring they are updated in Project Management tools</li><li>Develops risk management plans, conducts regular risk assessments, and implements mitigation strategies</li><li>Tracks relevant Objectives and Key Results/Key Performance Indicator (OKR/KPIs) to measure and report on project performance</li><li>Facilitates communication among stakeholders, including project sponsors, team of colleagues, and external partners, to ensure effective information flow</li><li>May or may not manage resource allocation, ensuring optimal utilization of resources across multiple projects and balancing workload among a team of colleagues</li><li>May or may not manage and lead a team of technology delivery colleagues, providing leadership, guidance, and coaching to support continuous learning, growth opportunities, inclusivity, and the development of best practices</li><li>May or may not recruit colleagues with relevant experience, and develops, rewards, and energizes an effective team</li><li>Collaborates and co-creates effectively with teams in product and the business to align technology initiatives with business objectives</li></ul>Qualifications:<ul><li>Bachelor's degree in a technical discipline (e.g., Computer Science, Information Technology, Engineering), and/or comparable experience; advanced degree preferred</li><li>Knowledge of Agile/SAFe/Lean methodologies</li><li>Knowledge of technical challenges and systems design, with the ability to facilitate technical discussions and drive solutions</li><li>Knowledge of the full life cycle of product development, from concept to delivery, including Test Driven Development</li><li>Experience in program delivery or project management, preferably within a technology-focused environment</li><li>Experience in leading project teams, with a track record of successful project delivery</li><li>Experience in managing multiple projects and coordinating cross-functional teams</li><li>Experience in project management software tools and techniques, such as JIRA, Confluence, or similar platforms</li><li>Experience in writing technical documentation&nbsp;</li></ul>Licenses and Certifications:<ul><li>Certification in SPC (SAFe Program Consultant), SA (SAFe Agilist), PMI-ACP (Agile Certified Practitioner), or PMP (Project Management Professional) is a plus</li></ul>Salary Range: $123,000.00 to $215,250.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

American Express

Manager - Technical Project Management - Enterprise Communications & MarTech

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.About the Role:As a Senior Manager of Cross Portfolio Operations and Communications within the Lean Portfolio Management (LPM) team, you will be the driving force behind effective communication, stakeholder alignment, and process &amp; operational excellence across our technology portfolios. You will synthesize complex portfolio operations into clear, actionable communications, ensuring our iterative and annual planning processes run smoothly and our teams are equipped to deliver on strategic priorities. You will craft compelling narratives and executive-ready presentations to articulate processes, performance, and opportunities, ensuring stakeholders are informed and engaged to deliver on strategic priorities. Key responsibilities: Communication &amp; Stakeholder Engagement: •&nbsp;Own and curate all Portfolio communications/newsletters, centralizing updates across workstreams and managing all partner distribution lists and communication channels. •&nbsp;Coordinate and facilitate meetings, including weekly cross-functional forums, ensuring robust agendas, clear action items, and alignment with the overall portfolio calendar. •&nbsp;Develop and deliver training materials to ensure all partners are informed on operations &amp; deliverables, engaged in our processes, and accountable for key actions.&nbsp; •&nbsp;Facilitate enterprise all-hands forums, workshops and weekly partner connects to drive collaboration, knowledge sharing, and alignment across teams.&nbsp; •&nbsp;Conduct retrospectives and feedback sessions to drive greater process enhancements. Visual Storytelling, Strategic Thinking &amp; Executive Communication: •&nbsp;Craft clear, visually compelling presentations/PowerPoint decks to distill complex processes into engaging stories for various audience levels. •&nbsp;Translate ambiguity into concise directions and define strategy, using visual storytelling to communicate actionable insights and recommendations. •&nbsp;Create executive-level materials using advanced design principles and strategic use of white space. Process Improvement &amp; Operational Excellence: •&nbsp;Define portfolio strategy and implement process improvements that support iterative and annual planning while continuously evolving and adapting towards greater industry best practices, team goals and vision. •&nbsp;Own the Enterprise Standard workstream and all team document libraries (SharePoint site, Square pages, Confluence Pages, Inboxes, Slack Channels, etc), and ensure all operational processes are documented, published, organized &amp; stored in core libraries/communication channels. •&nbsp;Adopt RCSA &amp; SDLC standards to LPM processes &amp; operations. Ensure continual adherence to RCSA &amp; SDLC standards, governance controls, actions, and updates.&nbsp; Qualifications Required Qualifications: &nbsp; •&nbsp;6+ years in Program Management, Communications, Change Management, Portfolio Management, Operations, or related roles within technology or digital environments at large matrixed organizations. •&nbsp;Bachelor's Degree in Business Administration, Communications, Operations, Finance, Computer Science, Information Systems, Business Design, or other related field. •&nbsp;Self-starter with excellent strategic thinking skills. Comfortable navigating ambiguity and mastery of distilling strategy from white space. •&nbsp;Expert in PowerPoint, design, and visual storytelling—able to translate complex ideas into engaging and impactful presentations. •&nbsp;Demonstrated expertise in all forms of communication, stakeholder engagement, and comfortable facilitating in a large, matrixed organization. •&nbsp;Experience managing SharePoint sites, Confluence Pages, Square pages, and distribution lists.&nbsp; •&nbsp;Proficiency in leveraging AI tools (such as Copilot and ChatGPT) to enhance productivity, streamline workflows, and generate actionable insights. Ability to apply AI effectively for content creation, data analysis, and problem-solving. •&nbsp;Strong process-oriented mindset with the ability to quickly synthesize complex operations and a passion for driving continuous improvement. •&nbsp;Ability to work in an extremely fast paced environment, pivot context quickly, and balance multiple competing deliverables. •&nbsp;Excellent at fostering strong partner relationships and resourceful in nature. •&nbsp;A positive, can-do attitude and a sense of humor!Preferred Qualifications: •&nbsp;Proficient in Excel and ability to quickly synthesize large data sets to extract core data &amp; metrics for story building and deck creation. •&nbsp;Familiarity with portfolio management tools (Clarity/The Hub), TBM practices (Apptio), and analytics platforms (Power BI). •&nbsp;Experience designing and delivering training programs and leading process improvements across large organizations.&nbsp; Salary Range: $123,000.00 to $215,250.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Senior Manager - Digital Portfolio Management Operations & Communications

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Senior Associate, ETS Exam and Audit Management, is responsible for managing Enterprise Technology Services (ETS) audit and examination requests from external corporate auditors. This role partners closely with external auditors and ETS control owners and subject matter experts to facilitate effective communication and ensure the accurate, timely delivery of materials that demonstrate compliance with applicable regulatory frameworks and the effectiveness of IT General Controls (ITGC).Key Responsibilities:<ul><li>Act as a primary point of coordination between external auditors and ETS partners to ensure audit and exam requests are clearly defined, well understood, and fulfilled accurately and on time.</li><li>Partner with ETS control owners and subject matter experts to manage request intake, clarify expectations, and support timely evidence submission.</li><li>Track, monitor, and report the status of open audit and exam requests, proactively managing deadlines and communicating risks, dependencies, or extension needs to both internal stakeholders and external auditors.</li><li>Review and assess evidence provided by control owners to validate completeness, accuracy, and alignment with audit requirements and control expectations.</li><li>Support the end-to-end flow of audit and examination information, including schedules, scope, results, and status reporting.</li><li>Contribute to continuous improvement of audit and exam management processes, including documentation, tracking, and communication practices.</li></ul>Minimum Qualifications:<ul><li>3+ years of experience in Information Security, Technology, Risk Management, or Audit.</li><li>Bachelor’s degree or equivalent professional experience.</li><li>Experience working in highly regulated environments with complex technologies and business operations.</li><li>Demonstrated experience tracking, monitoring, and reporting project or risk metrics for audiences at multiple organizational levels.</li><li>Excellent written and verbal communication skills, strong collaborative abilities, and the capability to lead and manage audit-related calls with external auditors.</li><li>Proven ability to manage multiple priorities and deliver results within established timelines.</li><li>Foundational understanding of information security and technology control environments, including ITGC concepts.</li></ul>Preferred Qualifications:<ul><li>Professional certifications in security, risk, or regulatory disciplines (e.g., CISA, CISM, CRISC).</li><li>Strong risk management capabilities, including the ability to assess control effectiveness and link risks to mitigation activities.</li><li>Excellent written and verbal communication skills, with the ability to translate complex technical or control-related topics for diverse stakeholders.</li><li>Experience in technology and information security domains with a strong emphasis on IT General Controls.</li><li>Prior experience working in second line, third line, or regulatory audit functions.</li><li>Demonstrated success working with diverse stakeholder groups, under tight deadlines, and driving alignment in complex or high-pressure situations.</li><li>Ability to work effectively across Technology, Information Security, and Audit teams in a highly collaborative environment.</li></ul>Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.&nbsp;

Senior Associate - ETS Exam Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?American Express Global Commercial Services (GCS) is the Global leader in the Commercial Payments Solutions space and subsequently continues to be an exciting and fast-growing segment. To maintain success, accelerating sales and driving profitable charge volume growth are critical for the organization. The Sales Enablement, Pricing, &amp; Transformation (SPT) team is the analysis and business decisioning arm of Global Commercial Services (GCS) responsible for studying business performance and uncovering actionable insights to architect GCS growth and strengthen the culture of compliance and control.The Senior Manager will be responsible:<ul><li>For program performance, development of controls, and testing activities to support business conduct objectives for the G&amp;L organization</li><li>Work closely with Line of Business Compliance (LOBCO), GCO and other team members within the GCS organization to comply with internal standards, policies, and regulatory obligations</li><li>Facilitate activities to comply with enterprise policies and programs pertaining to business conduct (e.g., AEMP 88 Conduct Risk Management Policy)</li><li>Compile and review topical risk information, including emerging trends, best practices, and regulatory updates relevant to business conduct, and support the day-to-day activities required to maintain the repository of topical risk information</li><li>Governance Framework Design: Establish and enhance program management frameworks that promote strong governance, operational integrity, and accountability</li><li>&nbsp;Process Risk Management: Evaluate process-level risks and build preventative and detective controls that mitigate risk in critical business activities</li><li>Candidates must be able to identify, assess, and mitigate risks that could impact the organization</li><li>Analyze business processes and activities to identify potential risks, control gaps, and emerging risks</li></ul>Minimum Qualifications:<ul><li>6+ years of experience in operational risk management (e.g., within Risk and/or Internal Audit function) and understanding critical operational risk management lifecycle activities</li><li>Proven background in governance, risk management, compliance, or auditing. Experience working directly in a governance-related capacity is key</li><li>The ability to see the big picture and connect regulatory frameworks to long-term business objectives is vital for guiding strategy</li><li>Strong business insight and experience with Sales and Account Development organizations, and the ability to understand their structure, operations, and strategic priorities</li></ul>Preferred Qualifications<ul><li>Bachelor's Degree or equivalent experience in Process Optimization, Risk Management or related field</li><li>Experience in at least one of the following:</li></ul><ul><li>Supporting go-to subject matter experts in sharing subject matter expertise within the BU on decentralized risks</li><li>Facilitating activities to comply with enterprise policies and programs pertaining to specific risk types</li><li>Support advising on business conduct and broader operational risk policies and programs</li><li>Experience in financial services industry</li></ul><ul><li>Previous RCSA knowledge is a plus&nbsp;</li></ul>Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.&nbsp;We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

Senior Manager - Governance and Control Management

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard T.H. Chan School of Public Health?The Harvard T.H. Chan School of Public Health is a world-renowned institution dedicated to advancing public health through cutting-edge research, education, and global collaboration. Our school is a special place to work because of its vibrant, mission-driven community, interdisciplinary approach, and commitment to addressing some of the most pressing health challenges worldwide. We foster a collaborative and inclusive work environment where innovation, continuous learning, and work-life balance are valued.Learn more about the School’s <a href="https://hsph.harvard.edu/mission-and-vision/" target="_blank">mission, objectives, and core values</a>, <a href="https://hsph.harvard.edu/the-harvard-chan-principles-of-citizenship/" target="_blank">our Principles of Citizenship</a>, and about the <a href="https://hsph.harvard.edu/office/dean/strategic-vision/" target="_blank">Dean’s AAA vision</a> about our school’s ongoing strategic initiatives. Job Description Job Summary:The Healthcare Quality and Outcomes Lab (HqO) at the Harvard T.H. Chan School of Public Health, Department of Health Policy and Management is a research center focused on producing actionable evidence to promote quality, equity, and resilience across health care delivery systems. HqO brings together a multidisciplinary team of physicians, health policy researchers, health economists, biostatisticians, and data science experts across the Harvard T.H. Chan School of Public Health and Harvard-affiliated teaching hospitals to evaluate and inform national and international health reform efforts.&nbsp;HqO faculty members seek an energetic and organized individual to assist with a portfolio of multidisciplinary health policy and health services research projects. Our research team uses Medicare and other large national claims datasets to evaluate the effectiveness and unintended consequences of US health reform.Project topics include, but are not limited to:<ol><li>&nbsp;Variations in cost, quality, and outcomes for surgical, emergency, hospital, and cancer care</li><li>Quality of care for socially vulnerable patient populations, including low-income Medicare-Medicaid beneficiaries</li><li>Healthcare quality, outcomes, and disparities among older people with HIV</li><li>Access, quality, and efficiency in the Veterans Health Administration</li><li>Impact of the innovative alternative payment models (e.g., Accountable Care Organizations and bundled payment Initiatives) on healthcare value and equity for older adults</li><li>Changing market dynamics of the growing Medicare Advantage program, including restrictiveness and accessibility of healthcare provider networks</li><li>Climate change and health system resilience</li></ol>This is an ideal position for a candidate seeking to gain research experience prior to pursuing further graduate education, including medical school or PhD programs. In addition to the research aims described above, a key aspect of the HqO mission is to train the next generation of health policy and health system leaders. To this end, HqO faculty are enthusiastic about providing opportunities for mentorship and professional growth that align with the successful candidate's long-term goals.Learn more about the Department of Health Policy and Management here: <a href="https://www.hsph.harvard.edu/health-policy-and-management/" target="_blank">https://www.hsph.harvard.edu/health-policy-and-management/</a> 
Job-Specific Responsibilities: The successful candidate will work closely with faculty and research team members on a wide range of project-related tasks. These duties and responsibilities include, but are not limited to, the following:<ul><li>Coordination and maintenance of appropriate IRB and data use agreement certifications</li><li>Project coordination and oversight of progress toward grant deadlines and deliverables</li><li>Management of external communications (e.g., website, media and policy outreach)</li><li>Assistance with grant-writing and research proposals</li><li>Conducting literature reviews and managing references (e.g., compiling reference information using Endnote)</li><li>Interaction with remote consultants or team members</li><li>Coordination of project communications</li><li>Development of scientific reports and presentations</li><li>Research meeting coordination and documentation</li><li>Other duties as assigned&nbsp;</li></ul>PLEASE NOTE: This position has a term appointment of one year from the date of hire with the possibility of extension.PLEASE NOTE: Short-listed finalists will be asked to write an abstract based on a selected article and create a few Power Point slides as part of the selection process. Qualifications Basic Qualifications:<ul><li>3+ years of relevant experience is required; a combination of education and experience may be considered</li></ul>Additional Qualifications and Skills:<ul><li>Bachelor's Degree in health or social sciences</li><li>Demonstrated knowledge of health services research</li><li>Experience working with health care-related topics such as health policy or health services research or coursework</li><li>A strong writing background</li><li>Project coordination background</li><li>Exposure to applicable computer technologies, including specific Microsoft software applications (including Word, Excel, and PowerPoint)</li><li>Experience with EndNote, Mendeley and/or other reference managers&nbsp;</li><li>Strong attention to detail skills</li><li>Outstanding verbal and written communication skills</li><li>Strong organizational skills</li><li>Enthusiasm for a wide range of research and project management tasks</li></ul> Additional Information <ul><li>Appointment End Date: One year from date of hire&nbsp;</li><li>Standard Hours/Schedule: 35 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity</li></ul>-------------------Join the Harvard T.H. Chan School of Public Health to support our mission of health research and education, and to be a part of the oldest institution of higher learning in the country!--------------------<ul><li>The Harvard T.H. Chan School of Public Health does not provide visa sponsorship, now or in the future, for staff positions.</li><li>Harvard University requires pre-employment reference checks and background screenings.</li><li>This position has a 90&nbsp;day orientation and review period. The O&amp;R period will be waived for any internal Harvard employee transfers.</li></ul>--------------------The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines.Work Format DetailsThis position has been determined by school or unit leaders that some of the duties and responsibilities can be effectively performed at a non-Harvard location. The work schedule and location will be set by the department at its discretion and based upon operational needs. When not working at a Harvard or Harvard-designated location, employees in hybrid positions must work in a Harvard registered state in compliance with the University’s Policy on <a href="https://harvie.harvard.edu/sites/g/files/omnuum12046/files/humanresources/files/employment_outside_ma_policy.pdf" target="_blank">Employment Outside of Massachusetts</a>. Additional details will be discussed during the interview process. Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
Salary Grade and RangesThis position is salary grade level 054. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Harvard University FAS Human Resources

Research Assistant III Non-Lab (Research Project Coordinator)

This position is responsible for Driver dispatch operations in the Transportation Department. McLane promotes earning, learning, and living a great life. We are a team, and we want to work with you. So, here's the details: • Schedule: 3RD Shift: Sunday - Thursday 8pm-4:30am • Generous benefits available on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. • 401(k) with annual company match. • Paid holidays, vacation time, educational assistance program, and more! ESSENTIAL FUNCTIONS: • Prepare daily records and memos, and maintain filing system for Driver Vehicle Inspection Reports. • Complete transportation pouches including route manifests, invoices, special customer notifications, maps, and store keys for drivers. • Develop and update driver and helper dispatch schedule daily. • Understand DOT hours of service and ensure driver compliance. • Set up daily tractor/trailer assignment for drivers. • Verify the roadworthiness of tractors and trailers and keep maintenance records. • Contact customers to inform them of variances in delivery times. • Expedite driver manifests and highlight keys. • Provide timely reports to immediate supervisor as requested. • Possess very strong interpersonal skills and be able to discuss dispatch issues with Driver Specialists, Customers and managers. • Meet this position's physical demands. • This position has additional duties. Special projects may be assigned at the position supervisor's discretion. MINIMUM QUALIFICATIONS &amp; REQUIREMENTS: • Have a high school diploma or equivalent. • At least 2 years of similar work experience is preferred • Have a solid working knowledge regarding the distribution environment and dispatch issues and procedures. • Be knowledgeable with Workday relating to recordkeeping and scheduling for drivers and helpers. • Proficiency with Microsoft Office programs (Excel, Outlook, Word, Access) is preferred. • Be able to read maps. • Ability to communicate in various methods with different levels. • Mathematical ability for maintaining schedules. • Candidates may be subject to a background check and drug screen, in accordance with applicable laws. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

McLane

Coordinator, Dispatch

McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. The Director of Operations Designate is responsible for establishing and maintaining a smooth operation of the Transportation Department and helps provide 24-hr coverage. Provides general supervision of all transportation drivers and administrative staff. Primary responsibility is to make sure that all Teammates are on the job at the start of the shift or at the scheduled dispatch time. This position involves the planning, directing, and coordination of all delivery and backhaul activities, and must keep product moving smoothly, accurately, and efficiently. Benefits you can count on: <ul><li>Pay rate: $115,000.00 to $125,000.00 per year.</li><li>This role is also eligible to participate in the annual incentive plan with a target incentive of 15% of your base annual salary.</li><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Director of Operations-Designate: <ul><li>Report any accidents/unsafe conditions to the Senior Transportation Manager and Safety Manager. </li><li>Responsible for compliance and knowledge with Federal Department of Transportation regulations and other safety standards. Maintain fleet in a safe manner in accordance with company and governmental standards. </li><li>Keep all mistakes and waste to a minimum and check to make sure that routes are properly set up. </li><li>Maintain effective and timely scheduling of Transportation Teammates, current week and following week schedules should always be posted with a working copy available by request for the next week. </li><li>Facilitate communication within management team and between the Teammates and management. </li><li>Provide training to maintain an efficient and knowledgeable workforce. </li><li>Enforce company policies and issuance of coaching/disciplinary documentation to Teammates, final written warning and termination will be presented for approval to the Senior Transportation Manager and/or Human Resources Manager. </li><li>Responsible for productivity data including but not limited to unload rates, routes, stops, and pieces; timely scheduling of all routes for "on-time" departures. </li><li>Assist Senior Transportation Manager with research and development of new techniques/procedures to increase efficiency of any transportation operation. </li><li>Other duties may be assigned. </li></ul> Qualifications you'll bring as a Director of Operations-Designate: <ul><li>Have 3+ years of experience in all facets of outbound transportation, preferably in the food service industry. </li><li>Have mainframe computer software knowledge related to record keeping. Preferred experience on AS 400 Mainframe, Excel, Microsoft Word, and Access programs; XATA, TRUCKS or similar programs. </li><li>Be able to write reports, business correspondence, procedure manuals, and inter-company memos/outside correspondence. </li><li>2-3 years of accounting, planning, and analytical and/or reporting experience, in positions with increasing responsibility is preferred. </li><li>Be able to read, analyze, and interpret general business periodicals, professional journals, and technical procedures. </li><li>Understand financial statements and resulting cost implications. </li><li>Knowledge of distribution systems including order routing. </li><li>Bachelor's degree in a related field is preferred. </li><li>Must be able to ascend and descend stairs and inclined surfaces (or something of this nature. They have to climb in and out of the truck on the ramp during route rides). </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Director of Operations-Designate

<h3></h3><h3>Job Description:</h3>Purpose/Objective:This individual has a significant role in protecting the interests of the Fidelity organization and its clients. The individual will oversee, develop, evaluate, and implement programs to support investment and research activities for Fidelity’s managed portfolios and activities in Japan, at least initially to be focused on equity. This will include a continuous review of policies, procedures and systems utilized to ensure compliance and minimize risks. This individual will also identify and co-ordinate projects with internal and external business areas. This individual will be responsible for leading and evaluating regulatory compliance training and development of the Investments and Administrative staff and promotes goals of an effective compliance program. Additionally, this individual will work closely with senior management to analyze current industry trends, internal developments and compliance issues to determine the scope of department activities and to develop new programs as needed. Major Responsibilities and Activities:<ul><li>Responsible for on-site compliance and procuring of compliance related services for FMR (Japan).</li><li>Responsible for verification of compliance with investment guidelines; monitoring the status of legal prohibitions regarding investment activities; and management with the Ethics Office of personal account dealing of securities for FMR (Japan).</li><li>Assist FMR (Japan) Management Committee in addressing general and specific compliance matters and with the overall Japan compliance program. Provide input and identify solutions to senior management concerning compliance trends and potential issues in a timely and effective manner. </li><li>Develop, implement and maintain effective departmental policies and procedures; maintain a Compliance Manual and policies to ensure effective coverage of Japan regulatory requirements.</li><li>Train and advise FMR (Japan) staff on regulatory requirements and promote compliance awareness. </li><li>Manage relationships with local regulators and self-regulatory organizations regarding compliance matters.</li><li>Evaluate FMR (Japan)’s systems and controls for adequacy in identifying compliance or regulatory breaches and communicate compliance breaches or issues or the resolution/status of issues to senior management in FMR (Japan) and to the FMR Co. LLC’s Compliance Officer in the U.S.</li><li>Liaise with colleagues in the investment management industry about matters of mutual interest and participate in, as appropriate, relevant industry associations (e.g., Japan Securities Investment Advisers Association).</li><li>Facilitate regulatory inquiries and examinations, working in co-ordination with the FMR Co. LLC’s Compliance Officer and AMC personnel. </li><li>Manage regulatory reports and external inspections and make regulatory filings as appropriate. Manage investment related regulatory application process for FMR (Japan) and local employees.</li><li>Oversee periodic regulatory reporting in Japan (e.g., tax, financials and fee assessments).</li><li>Ensure portfolio monitoring coverage and oversight for portfolios managed in Japan, co-ordinating with AMC colleagues in other offices (e.g., Hong Kong, London, U.S.) and recommend enhancements as appropriate.</li><li>Ensure that FMR (Japan)’s premises are appropriately secure and that confidential, non-public information (e.g., price sensitive information) and client privacy are sufficiently safeguarded against unauthorized access or leakage.</li><li>Liaise with FMR (HK) Compliance and Control Room teams on information barrier process and case analyses. Act as the contact point for AMC and Legal, and conduit to external legal counsel on issues relating to price sensitive information. </li><li>Keep current with relevant Japan regulatory requirements and developments applicable to investment management firms and employees.</li><li>Liaise with Legal and external counsel as appropriate about specific and general regulatory matters.</li><li>Work with Compliance and Legal personnel, as appropriate, to periodically monitor FMR (Japan)’s compliance with Japan regulatory requirements and to evaluate activities of FMR (Japan) employees as required.</li><li>Maintain open channels of communication with all relevant functional areas (e.g., Equity Research and Investments; Ethics Office; Global Sanctions/Anti-Corruption Program Office; Corporate Communications) and report regularly to FMR Co. LLC and FMR (Japan) senior management about activities of FMR (Japan).</li><li>Organize and manage periodic FMR (Japan) Board of Directors and management committee meetings.</li><li>Assist AMC in the U.S. with updates of the FMR (Japan)’s SEC investment adviser registration Form ADV and other relevant disclosure documents.</li><li>Work closely with technology team and senior management to define detailed business requirements for systems initiatives aimed at improving the operating efficiencies and monitoring capabilities of the group. Provide input to prioritization of initiatives.</li><li>Contribute to and/or lead initiatives in support of individual, department and AMC goals.</li></ul>Working Relationships/Contacts:<ul><li>FMR HK Compliance team – daily interaction regarding investment compliance, investment management, research, trading and information barrier related matters.</li><li>AMC Portfolio Monitoring and Product &amp; Rule Management teams – regular interaction regarding fund related and Japan specific questions/issues.</li><li>Investment Professionals – day-to-day interaction with portfolio managers and research analysts to ensure that investment limits are understood, and queries/issues are resolved in an appropriate and timely manner.</li><li>Finance and Corporate Treasury – communicate (e.g., cash management and tax-related Compliance matters) and participate in cross-functional initiatives as appropriate.</li><li>Legal – Work with Legal on matters such as tax issues, information barriers, Complex Securities and various Investment Company Act, ERISA and Japan regulatory interpretations.</li></ul>Requirements:<ul><li>Fluency in Japanese and English is a must – spoken and written communication skills at a very high level, including board meeting presentations.</li><li>Bachelor degree or equivalent (business, finance or securities-related discipline preferred) or relevant job experience.</li><li>A post-graduate degree from a top-tier school is highly preferred but not required. </li><li>7-10 years’ experience in an asset management or securities related environment, preferably in a registered financial instruments business or a registered financial institution under FIEA in Japan with a solid understanding of regulatory compliance matters. </li><li>Knowledgeable about Japan FSA regulatory requirements applicable to investment management firms.</li><li>Good understanding of research, investment, trading and portfolio monitoring processes.</li><li>Understanding of fund monitoring techniques including use of compliance systems preferred.</li><li>A team player with good inter-personal skills.</li><li>Ability to work collaboratively with different functions and multi-site operations.</li><li>Credibility and professional presence to interact effectively with investment professionals at all levels.</li><li>A self-starter who is assertive, independent and a global thinker. </li><li>Management experience a plus.</li></ul>Skills/Knowledge:Familiarity with PC/LAN based systems, especially in a Windows environment, with a strong Microsoft Office knowledge, including Excel and MS Access.<h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Compliance

Fidelity Investments

Compliance Officer

<h3></h3><h3>Job Description:</h3>This position will partner with our San Francisco, North Bay and East Bay branches.The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.The Expertise We’re Looking For<ul><li>Series 7, 63, 65, 66 required prior to hire</li><li>Insurance licenses must be obtained within 6 months of hire</li><li>Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>A sound understanding of the Broker/Dealer and RIA marketplace</li><li>Bachelor’s Degree required</li></ul>The Purpose of Your RoleThis is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.The Skills You Bring<ul><li>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul>The Value You Deliver<ul><li>You are helping families grow and protect their assets by:</li><li>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul>How Your Work Impacts the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3></h3><h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

VP, Wealth Management Advisor - San Jose Area

<h3></h3><h3>Job Description:</h3>The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.Expertise and advanced certifications:<ul><li>Series 7, 63, 65, 66 and Insurance licenses</li><li>Advanced certifications preferred: CFP®, CPWA®, CIMA®, CAIA®, CFA®, ChFC®, CWS® </li><li>A sound understanding of the Broker/Dealer and RIA marketplace</li><li>Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings</li></ul>Other important skills:<ul><li>Ability to work collaboratively and lead and inspire matrixed teams</li><li>Successful experience in building, articulating, executing, and managing multi-generational financial plans </li></ul>The Purpose of Your RoleThis is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.The Skills You Bring<ul><li>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul>The Value You Deliver<ul><li>You are helping families grow and protect their assets by:</li><li>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul>How Your Work Impacts the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

860 Project Management / Professional Services Jobs