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At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you will experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to gain experience new skills, develop as a leader, and grow your career.&nbsp;Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Enterprise Data Management &amp; Products (EDMP), a key part of our Technology organization, focuses on delivering data products that fuel business growth and unlock value, while also shaping robust data management strategies and governance solutions. Our aim is to propel growth, unlock potential, enhance efficiency, manage risk, and foster talent. By prioritizing enterprise growth across all sectors, we create solutions that enhance satisfaction and value, streamline operations for scalability, and maintain trust and security.Role Description:The role is an integral part of EDMP and supports Customer 360, an AXP-wide capability that provides a global enterprise view of entities (that have or had an American Express relationship with at least one product or service globally), comprehensive insights and linkages. This is fundamentally reshaping our ecosystem and the way we engage with our customers by leveraging&nbsp;industry leading Amex&nbsp;data assets, next-gen machine learning algorithms and Big Data environment.Primary Responsibilities:We seek a professional who can blend business, technical, and industry best practices – sweating every fine detail when it comes to developing the most effective technology led solutions to improve our customer’s experiences. We are looking for a high-caliber individual who will be responsible for generating meaningful insights from data and support product manager(s)/product owner(s) with their analytical insights in driving the product vision. This is a very hands-on role that would require the individual to be able to write codes in multiple programming languages to go deeper into the data and look for any patterns, issues, and insights.Job Responsibilities:<ul><li>Focus on supporting business use case specific data analysis, creating specific business rules on data trends, data monitoring and taking remediate action.</li><li>Create / document / execute User Acceptance Test cases for new application capabilities.</li><li>Manage product issues and drive towards a speedy issue resolution.</li><li>Manage customer expectations including scope, schedule, changes, and problem resolution.</li><li>Drive on-time, high quality project deliverables.</li><li>Document UAT test scripts, execute robust UAT and compile UAT feedback for appropriate action to resolve test failures.</li><li>Appropriate action to highlight challenges and ensure resolution via correct channels.</li></ul>Qualifications:<ul><li>2-3 years of experience in product/data analyst roles.</li><li>Bachelor’s degree in computer science, Information Technology, or related fields.</li><li>Strong analytical skills include the ability to think through all aspects of complex business requirements and generate courses of action.</li><li>An independent thinker who’s organized, has great attention to detail, and can multi-task.</li><li>Willing to take risks, experiment, and share fresh perspectives.</li><li>Proficient in analytical and presentation tools, including Excel and PowerPoint</li><li>Proficient in one or more programming languages such as SQL, Python, SAS, Hive, Java etc.</li><li>Excellent written and verbal communication skills, and ability to present ideas clearly.</li><li>Agile/SAFe methodologies and previous product experience are pluses.</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 U.S. is required as the company will not pursue visa sponsorship for these positions.&nbsp;

American Express

Senior Associate-Digital Product Management

Job Title Accounting Coordinator Associate Requisition Number RE51758 Working Title Payroll Analyst Department Name 3A400:Payroll Services Work Location Lexington, KY Grade Level 43 Salary Range $19.18-30.68/hour Type of Position Staff Position Time Status Full-Time Required Education AA Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 2 yrs Required License/Registration/Certification None Physical Requirements Sitting for long periods of time. Shift Monday – Friday 8:30am – 5:00pm Job Summary Payroll Services’ supports the University community in producing accurate and timely employee compensation payments in compliance with Federal, State and University regulations while providing exceptional customer service to meet the payroll needs of our students, faculty and staff. This position requires someone who is skilled in their attention to detail, a strong work ethic, organizational skills, the ability to meet the established deadlines and providing exceptional customer service. Duties for this position include: <ul><li>evaluation, calculation and entry of tax documents, direct deposit information and Court Ordered deductions to ensure data integrity and timely processing of biweekly and monthly payrolls</li><li>assist and provide direction to University departments and employees on all aspects of payroll regarding SAP data processing and payroll functionality while adhering to all University, Federal, State, and Local government regulations</li><li>validation of W2 and 1042S information for all University employees</li><li>maintenance of Nonresident Alien documentation, ensuring proper taxation and compliance with IRS regulations.</li></ul> Skills / Knowledge / Abilities SAP, Word, Excel, Strong Communication, Attention to Detail Does this position have supervisory responsibilities? No Preferred Education/Experience Deadline to Apply 11/09/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco &amp; Drug Free campus. The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Accounting Coordinator Associate

Associate Director of Business Continuity and Disaster RecoveryPlease note that we do not offer visa sponsorship for this positionPosition OverviewWe are seeking an experienced and strategic AssociateDirector of Business Continuity and Disaster Recovery to lead and oversee enterprise-wide resilience programs for our growing business. This leader ensures the company’s ability to maintain operations, safeguard policyholder interests, and meet regulatory obligations during disruptive events. The Director will manage critical vendor relationships, such as Everbridge and oversee program management within the RSA Archer platform.&nbsp; This role will also serve as a key liaison to the NLG Corporate Emergency Response Team (CERT) and the NLGOperational Risk Committee.Key ResponsibilitiesStrategic Leadership &amp; Governance<ul><li>Provide thought leadership in the development, organization, monitoring, and reporting associated with the Business Continuity Management (BCM) and Disaster Recovery (DR) programs that ensures a clear and concise operating plans for the company</li><li>Lead the enterprise-wide BCM framework aligned with ISO 22301, NAIC, FFIEC, and other relevant standards.</li><li>Advise executive leadership, regulators, and auditors on organizational resilience and crisis readiness.</li><li>Embed continuity planning into governance, enterprise risk management, and corporate strategy.</li><li>Collaborate with business units to ensure individual business continuity activities are kept current and documented</li></ul>Program &amp; Vendor Management<ul><li>Manage the company’s Everbridge contract, ensuring readiness of crisis communication capabilities.</li><li>Oversee use of software tools such as RSA Archer and Service Now for documenting, monitoring, and reporting on continuity and disaster recovery programs.</li><li>Ensure consistency and quality across all BC and DR plans</li></ul>Risk, Compliance &amp; Regulatory Alignment<ul><li>Collaborate with the Operational Risk Committee to ensure continuity considerations are integrated into the enterprise risk framework.</li><li>Partner with Compliance, Risk, Audit, and Legal to ensure readiness for audits and regulatory exams.</li><li>Align BC and DR program activities with cybersecurity, compliance, and vendor risk management requirements.</li></ul>Collaboration &amp; Reporting<ul><li>Consult and advise senior and mid-level business and IT leaders in documenting and enhancing BC and DR strategies, evaluating business and IT risks, identifying program opportunities, and implementing effective and efficient solutions to manage or accept risk related to these programs.</li><li>Build cross-functional partnerships with other business units and teams throughout the organization to deliver business results.</li><li>Provide clear reporting and dashboards via Archer to executives, regulators, and committees.</li><li>Build awareness, training, and accountability across business units and field partners.</li></ul>Qualifications<ul><li>Education: Bachelor’s in Business Administration, or related field; Master’s preferred.</li><li>Certifications: CBCP, MBCP, or equivalent strongly preferred.</li><li>Experience:</li><ul><li>8+ years in Business Continuity, Disaster Recovery, or Operational Risk with 2+ in leadership.</li><li>Strong knowledge of life &amp; annuity insurance operations and supporting investments.</li><li>Experience with NAIC, FINRA, SEC, and state insurance regulatory frameworks.</li><li>Hands-on proficiency in RSA Archer for business continuity and risk reporting.</li></ul><li>Skills:</li><ul><li>Exceptional leadership and communication skills, able to engage with executives, committees, and regulators.</li><li>Analytical and organizational expertise with cross-functional influence.</li></ul></ul> <h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Associate Director, IT Service Management

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety.You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Services Representative - Providence, RI

<h3>Job Description:</h3><h3>The Role</h3>The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.<h3>The Expertise and Skills You Bring</h3><ul><li>5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.</li><li>Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred</li><li>Experience with U.S. withholding taxation and reporting requirements</li><li>Confirmed understanding of tax systems</li><li>Intermediate level in Microsoft Office Tools, specifically Excel and Word</li><li>Experience working with IRS and multi-state taxation jurisdictions is required </li><li>Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) </li><li>Experience working in the financial services industry is a plus </li><li>Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies</li><li>You can meet tight deadlines in a fast-paced environment </li><li>You produce high quality work and can prioritize multiple projects </li><li>You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills</li><li>You take initiative while seeking appropriate guidance </li><li>You are detail and process oriented with strong ability to organize and analyze data </li><li>You’re a great collaborator </li><li>You are committed to self-development, continuous learning and career advancement </li></ul><h3>The Value You Deliver </h3><ul><li>Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)</li><li>Assist in analyzing relevant legislative changes and effectively communicate implications to management </li><li>Prepare/review/update quarterly and year-end state tax rates</li><li>Respond to inquiries on Federal and state notices </li><li>Identify opportunities to improve and/or automate processes to improve efficiencies and controls.</li><li>Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.</li><li>Preparing and responding to required surveys</li><li>Research, respond and resolve moderately complex associate withholding tax matters. </li><li>Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties </li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost 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.

Payroll Tax Analyst

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

Financial Representative - Vero Beach, FL

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive workplace consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.The Expertise You Have<ul><li>Bachelor's Degree</li><li>15+ years of experience in employer benefits industry, with a focus on benefit program strategy and compliance during corporate mergers and acquisitions</li></ul>The Purpose of Your RoleAs a Vice President in Workplace Consulting you will drive and lead client engagements to align retirement, health &amp; welfare and global benefit program strategies ensuring smooth transitions for employees and the organization during a merger, acquisition or divestiture. This includes facilitation of complex strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you will be involved with new business development, creative solutioning for new and prospective clients and cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere.The Skills You Bring<ul><li>Superior teamwork skills and ability to professionally influence others across groups</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li><li>Proven leadership ability</li><li>Keen interest and commitment to help others succeed</li><li>Expert knowledge in evaluating employee benefit plans and programs during the M&amp;A lifecycle, including compliance considerations, identification of risks and making recommendations for post-transaction entities</li><li>Demonstrated experience in supporting clients with due diligence reviews, risk mitigation during transition and implementation, strategic plan design and compliance consulting, and integration planning</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver<ul><li>Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization</li><li>Partnering with subject matter experts to develop comprehensive M&amp;A benefit integration strategies</li><li>Creating sustainable and profitable client relationships</li><li>Ensuring and championing quality of work delivered to clients</li><li>Consulting on a wide variety of benefit topics, including employee/retiree educational issues and anticipating changing client needs, with a focus on mergers &amp; acquisitions</li><li>Contributing to thought leadership on behalf of Fidelity and Workplace Consulting</li><li>Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions</li><li>Mentoring associates within the Retirement practice and cross-practice</li></ul>The TeamThe Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link:<a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $130,000-264,000 USD 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Vice President, M&A HR Strategy Lead

<h3>Job Description:</h3><h3>Please Note: The hiring manager will be hiring for this role at a Director OR Senior Manager level based on candidate experience</h3>The RoleAs a member of the Digital Channels Personalization team, you will partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences (web and mobile platforms). This exciting new Squad will be focusing on leveraging the full breadth of our Personalization tools to create connected cross-channel customer experiences focused on specific customer outcomes to train and strengthen our AI/ML models and create an individualized and scalable landing solution for customer content refinement and decision support.As a Director Level Analyst, you will:<ul><li>Collaborate with and champion relationships across multi-functional teams, including business partners, analytics, artificial intelligence, technology, product, and marketing teams to ensure successful delivery of new initiatives and continuous measurement of outcomes.</li><li>Work alongside various team leaders and management to create and present impactful, results driven goals, product roadmaps, and success stories</li><li>Support delivering initiatives, including strengthen AI/ML models by utilizing outcome data and analytics, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.</li><li>Employ strong story telling skills, conveying the vision and impact of digital solutions by helping to create and utilize data analytic measurement strategies and visualizations</li><li>Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.</li><li>Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.</li><li>Stay updated with industry trends in customer experience and personalization.</li></ul>Expertise and Skills<ul><li>Bachelor’s degree or equivalent in business, computer science, data analytics, or a similar field (Masters a plus)</li><li>7+ years of work experience as an analyst in a business intelligence, digital solutions, or financial services environment</li><li>Background with various investment products offered through Wealth, Brokerage, and Workplace Investing (Series 6, 7, 63, or equivalent is a plus)</li><li>Excellent problem-solving skills and attention to detail.</li><li>Experience in leading and delivering complex and highly visible projects throughout an organization</li><li>Ability to lead, communicate, and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.</li><li>Exposure to Data Analytics, artificial intelligence / machine learning techniques is a plus.</li></ul>The TeamAs Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our web and mobile platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.<h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The base salary range for this position is $110,000-222,000 USD 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Business Analyst: Digital Strategy and Solutions (Personalization)

<h3>Job Description:</h3>Senior Risk ManagerAre you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The FFIO Risk team within the broader FFIO, Corporate Services &amp; Global Risk, and Enterprise Resiliency Team is looking for a passionate, hard-working team member to help support the business in identifying, monitoring and mitigating risks in order protect the interests of the firm and our customers. The Senior Risk Manager is responsible for protecting Fidelity’s customers and deepening their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk mindset within the business. To execute on this goal, the team is responsible for identifying, assessing, and reporting on significant risks and helping management improve the control environment. The Businesses We SupportAs part of the Fidelity Fund and Investment Operations (FFIO) Risk Team, we provide business unit level risk support to a variety of operational teams, including Fund Operations and/or Global Middle Office. Examples of service lines within these teams include Fund Accounting, Pricing, ETF Accounting, Corporate Actions, Reconciliations, Fund of Funds, Cash Management, Global Product &amp; Market Information, Managed Accounts Shared Services, etc. The primary areas of business unit support and focus for this role will be dependent on business needs. The Expertise You Have <ul><li>Bachelors’ Degree required</li><li>7+ years’ industry experience, including Audit or other Risk Management activities</li><li>Other applicable experience (e.g., fund accounting, data analysis, etc.) helpful but not required</li><li>Demonstrated leadership or project management experience</li></ul>The Skills You Bring <ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Power BI, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to manage multiple tasks; and provide supervision and direction to less experienced associates</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li></ul>The Value You Deliver The candidate’s primary responsibility will be providing business unit risk support, including:<ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Perform incident management activities, including collaborating with business units to identify root causes and trends, and developing effective remediation plans to prevent and detect similar issues in the future </li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and other business support partners to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul>Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverseand inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>RiskMost 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.

Senior Risk Manager

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.The base salary range for this position is $115,000 - $170,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA<h3>Category:</h3>Sales

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