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<h3>Job Description:</h3><p><strong>DIRECTOR – COMPLIANCE ADVISOR | Fidelity Digital Assets</strong></p><p><strong>The Role</strong></p><p>We are looking for a dedicated Director - Compliance Advisor, who among other responsibilities will help lead the development of digital asset AML/CFT and sanctions policies, procedures, governance and standards to ensure Fidelity Digital Assets® complies with heightened financial crimes compliance expectations for digital assets.</p><p>As a Director, you will be responsible for building a comprehensive first-line of defense program with a focus on building out best practices in financial crimes compliance to support new offerings including policies, procedures, reporting and governance. These requirements are to ensure compliance with regulatory expectations and is critical to our success. We are looking for a collaborative, team-focused Director with a sharp attention to detail that will work within the business and across many functions to ensure appropriate oversight and administration our digital assets.</p><p>In conjunction with the Fidelity Digital Assets® AML Officer and Financial Crimes Compliance, responsibilities are expected to include:</p><ul><li>Developing, writing and maintaining policies, procedures and standards for:<ul><li>AML and Sanctions compliance standards for new products and services that may present novel financial crimes risk;</li><li>Transaction monitoring and reporting program tailored to digital assets;</li><li>AML Governance, including the creation of key risk indicators and other metrics for senior management and regulatory reporting;</li><li>Oversight of outsourced service providers, including internal AML and Sanctions support teams; </li><li>Travel Rule and funds transfer compliance</li></ul></li><li>Advising front office colleagues on all issues relating to AML and Sanctions Compliance</li><li>Serving as an essential conduit between the Financial Crimes Compliance Team and the Fidelity Digital Assets® front office to assist in the successful implementation of AML and Sanctions compliance initiatives;</li><li>Internal audit and regulatory exam support; </li><li>Developing and providing reporting to senior management and regulators as needed</li><li>Staying well-informed on the evolving regulatory landscape and communicating new and revised regulatory requirements to the business</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Established (8+ years) track record of success in financial services including experience with Compliance, AML and Financial Crimes</li><li>Deep knowledge of applicable AML and Sanctions laws and regulations and an understanding of material proposed regulations impacting the field</li><li>Experience with digital assets is required</li><li>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships</li><li>Demonstrated success working collaboratively across various teams, including Compliance, Legal, Operations, Risk and Audit</li><li>Excellent interpersonal, verbal, and written communication skills including ability to tailor communication to stakeholders at various levels</li><li>4-year college degree required</li><li>Great organizational skills and proven ability to balance competing asks according to policy, urgency, and importance</li><li>Proven ability to simultaneously identify, prioritize and address multiple issues and respond to shifts in priorities</li><li>Strong ability to work and flourish in a fast-moving, start-up environment that operates in an uncharted regulatory environment</li><li>Process documentation, including process flows</li></ul><p>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.</p><p><strong>Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>A subsidiary of Fidelity Investments, Fidelity Digital Assets® provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution. The business is uniquely built for institutional investors and offers secure custody, integrated trading, and 24/7 support in the digital asset ecosystem. Established in 2019, Fidelity Digital Assets develops products and solutions that scale with investors’ needs, allowing clients to navigate digital assets with confidence. Learn more at <a href="http://www.fidelitydigitalassets.com" target="_blank">www.fidelitydigitalassets.com</a>.</p>The base salary range for this position is $103,000-211,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Fidelity Investments

Director - Fidelity Digital Assets® Program Financial Crimes Compliance

<h3>Job Description:</h3><p>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Bachelor’s degree</p></li><li><p>Series 7 &amp; Series 63 licenses required (may be attained in role)</p></li><li><p>Experience in financial services and sales is helpful, but not required</p></li><li><p>Commitment to growing technical knowledge of the financial industry</p></li><li><p>Passion for capital markets and investment products</p></li><li><p>Aptitude and dedication for constant learning and self-improvement</p></li><li><p>Team player, confident, and self-motivated</p></li><li><p>Excellent communicator, excited to engage clients</p></li><li><p>Appreciate the challenge of working in a goal and results oriented environment</p></li></ul><p><strong>As an Investment Sales Associate (ISA)</strong> your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.</p><p><strong>The Investment Sales Development Program</strong> is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. </p><p><strong>The three phases within the program: </strong></p><ul><li><p>Licensing, training, and supporting financial advisor investment product inquiries</p></li><li><p>Pro-active client engagement to initiate new client relationships and sales opportunities</p></li><li><p>Sales territory ownership with an external sales partner, to drive investment product sales</p></li></ul><p><strong>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: </strong></p><ul><li><p>Capital Market and Investment Product Knowledge</p></li><li><p>Sales Process and Sales Territory Management</p></li><li><p>Consultative Presentation Capabilities</p></li><li><p>Financial Advisor and Intermediary Eco-System</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Your robust consultative selling, influencing and communication skills</p></li><li><p>A learner mindset, with determination for extensive skill development</p></li><li><p>Ability to develop technical depth in financial markets and investment product</p></li><li><p>Additive (or leader) to a competitive, collaborative, energized team</p></li><li><p>Organized, with ability to multitask, prioritize, and adjust to change</p></li><li><p>Proven capability to be proactive and demonstrate initiative</p></li><li><p>Receptive to feedback and coaching</p></li><li><p>Thrive in team-based sales environment</p></li><li><p>Take initiative and strive to exceed expectations</p></li><li><p>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</p></li><li><p>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</p></li><li><p>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</p></li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>Compensation/Career Progression</strong></p><ul><li><p>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</p></li><li><p>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is <strong>at least</strong> 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</p></li><li><p>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Sales Associate - January 2026 (Westlake)

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Nanuet, NY

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>As part of the Product organization, the Program and Strategy Manager is responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals. </p><p>The Program and Strategy Manager works in conjunction with Stock Plan Leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities. This role will be primarily focused on supporting leadership by developing and driving critical SPS projects and deliverables aligned with the organization’s long-term strategic vision. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>5- 7 years of related project management experience in financial services and/or strategy consulting </p></li></ul><ul><li><p>Bachelor’s degree required </p></li></ul><ul><li><p>Robust analytical thinking and a creative approach to tackling strategic business issues. </p></li></ul><ul><li><p>Ability to manage sophisticated projects across teams, and exercise influence and autonomy amidst shifting priorities and timelines. </p></li></ul><ul><li><p>Proficiency in verbal / written communication and comfort with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI. </p></li></ul><ul><li><p>Willingness to learn and adapt quickly; to offer and accept feedback. </p></li></ul><ul><li><p>Knowledge of Fidelity could be meaningful for navigating organization and achieving goals. </p></li></ul><p>​<strong>The Team</strong> </p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and enhancements to existing products.</p><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Program and Strategy Manager, Stock Plan Services

<p><strong>Associate Risk Analyst </strong></p> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a part-time Risk Associate to work in Boston, MA!<br> <br> <strong>**Please note this is a part-time role (20/hrs per week) needed for several months as part of a critical project's delivery<br> <br> Requires strong Excel Skills </strong></p> <p><strong>Please see the below pay rate range for the work location of Massachusetts only</strong>: $30-35 per hour.</p> <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p> <p><strong>The Role</strong></p> <p>The key objective of this role is supporting the implementation of our new Control Optimization process within the Archer Governance, Risk and Compliance (GRC) system. The role will be responsible for reviewing the updates are made and the Archer record is correct. Additionally, this role may support other Control Optimization efforts such as creating files in Excel.</p> <p>The role requires attention to detail, analytical and organizational skills, along with an ability to work independently and interact using interpersonal skills.</p> <p><strong>The Expertise and Skills You Bring</strong></p> <ul> <li> <p>Bachelor’s Degree or equivalent experience</p> </li> <li> <p>Experience in financial services, operations, risk management, or compliance a plus</p> </li> <li> <p>Familiarity with Archer GRC</p> </li> <li> <p>Ability to organize and analyze data</p> </li> <li> <p>Self-directed and skilled at operating autonomously to achieve results in a fast-paced environment</p> </li> <li> <p>Strong project management skills with an attention to detail</p> </li> <li> <p>Strong team player and collaborator; able to develop and maintain effective working relationships with peers</p> </li> <li> <p>Accountability for delivering results in an accurate and timely manner</p> </li> <li> <p>Proficiency in MS Office products, including Excel</p> </li> <li> <p>Prior Fidelity experience a plus</p> </li> </ul> <p>The Team</p> <p>This role will be part of the Corporate Risk Management team. The team engages with business and support (Risk, Compliance, Legal) partners across Fidelity in a variety of ways, including issue identification and escalation, risk and compliance reporting, program monitoring, and supporting new programs to further protect Fidelity and our customers.</p> <p><strong>Dynamic Working</strong></p> <p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. <strong>Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.</strong></p> <p><strong>Company Overview</strong></p> <p>Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource.</p> <p>For information about working at Fidelity TalentSource, visit FTSJobs.com.</p> <p>Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation.</p> <p><strong>Information about Fidelity Investments</strong></p> <p>At Fidelity, we are focused on 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 championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.</p> <p>Fidelity Investments and Fidelity TalentSource are equal opportunity employers.</p>

Fidelity TalentSource

Associate Risk Analyst

<p><b>Salary Range:&nbsp;&nbsp;<b><b><b><b>$55,245.00</b></b></b></b>&nbsp;(Min.) -&nbsp;<b><b><b><b>$69,045.00</b></b></b></b>&nbsp;(Mid.) -&nbsp;<b><b><b><b>$82,867.00</b></b></b></b>&nbsp;(Max.)</b></p><p>Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time.<br><br>Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose.<br></p><h4>Job Summary</h4><p>The Care Management Community Health Worker II (CHW) is part of the care management team and is responsible for promoting members’ optimal health and well-being through active engagement and helping them navigate and access health services. The CHW supports providers and the care management team through an integrated approach to care management and community outreach. Through 1:1 in-home visits as well as group education and support, the CHW helps identify members’ barriers to care and their preferences, provides education and mentoring, connects them to resources, and advocates for the individual. &nbsp;</p><h4>Duties</h4><p><b>Cultural Mediation Among Individuals, Communities, and Health and Social Service Systems</b>: Educating individuals and communities about how to use health and social service systems (including understanding how systems operate).&nbsp; Educating systems about community perspectives and cultural norms. Building health literacy and cross-cultural communication. (10%)</p><p><b>Providing Culturally Appropriate Health Education and Information</b>: Conducting health promotion and disease prevention education in a manner that matches linguistic and cultural needs of members. Providing necessary information to understand and prevent diseases and to help members manage health conditions (including chronic disease). (10%)</p><p><b>Care Coordination, Case Management, and System Navigation</b>: Participating in care coordination and case management. Making referrals and providing follow-up. Coordinating transportation to services and helping address barriers to services. Documenting and tracking individual and population level data. Informing people and systems about community assets and challenges. (20%)</p><p><b>Providing Coaching and Social Support</b>: Providing individual support and coaching. Motivating and encouraging people to obtain care and other services. Supporting self-management of disease prevention and management of health conditions (including chronic disease). Planning and/or leading support and health education groups. (15%)</p><p><b>Advocating for Individuals and Communities</b>: Advocating for the needs and perspectives of communities. Connecting to resources and advocating for basic needs (e.g. food and housing). Conducting policy advocacy for their communities. (10%)</p><p><b>Building Individual and Community Capacity</b>: Building individual capacity. Building community capacity. Training and building individual capacity with peers and among CHW groups. (5%)</p><h4><b>Implementing Individual and Community Assessments</b>: Participating in design, implementation, and interpretation of individual-level assessments (e.g. Health Risk Assessments, medication reviews, home environmental and safety assessment). Participating in design, implementation, and interpretation of community-level assessments (e.g. windshield survey of community assets and challenges, community asset mapping). (10%)</h4><h4>Duties Continued</h4><h4><b>Conducting Outreach</b>: Case-finding/recruitment of individuals, families, and community groups to services and systems. Follow up on health and social service encounters with individuals, families, and community groups. Home visiting to provide education, assessment, and social support. Presenting at local agencies and community events. (5%)</h4><h4>Attending regular staff meetings, on-site monthly trainings and other meetings as requested.&nbsp; Managing assigned caseload. (5%)</h4><h4>Perform other duties as assigned. (10%)</h4><h4>Education Required</h4>High School Diploma/or High School Equivalency Certificate<h4>Education Preferred</h4><h4>Experience</h4><p><b>Required:</b></p><p>At least 1 year of experience as a health navigator, peer support worker, outreach work, or promotora or working in a community setting and providing health education for chronic conditions, or equivalent.</p><h4>Skills</h4><p><b>Required:</b></p><p>Knowledge of community resources in area of residence.</p><p>Comfortable working with diverse populations.</p><p>Exceptional ability to connect and engage with people.</p><p>Ability to work in various environments including 1:1 in member’s homes, clinical settings, and/ or shelters.</p><p>Excellent verbal and written communication skills.</p><p>Detail oriented, organized and possess time management skills.</p><p>Basic computer skills.</p><p><b>Preferred:</b><br>Motivational interviewing is desirable.</p><p>"Bilingual in one of LA Care Health Plan’s threshold languages is highly desirable. English, Spanish, Chinese, Armenian, Arabic, Farsi, Khmer, Korean, Russian, Tagalog, Vietnamese ".</p><h4>Licenses/Certifications Required</h4><h4>Licenses/Certifications Preferred</h4>Mental Health First Aide Certification<h4>Required Training</h4><p><b>Preferred:</b><br>Successful completion of a Community Health Worker formal training program from a college or other education institution.</p><p><br>Training in health education for chronic diseases, motivational interviewing is desirable.</p><h4>Physical Requirements</h4>Light<h4>Additional Information</h4><p><br><b>Required:</b><br>Travel to offsite locations for work.</p><p>Able to work flexible job hours.</p><p><b>Salary Range Disclaimer:</b> The expected pay range is based on many factors such as geography, experience, education, and the market.&nbsp; The range is subject to change.</p><p>This position is a limited duration position. The term of this position is a minimum one year and maximum of two years from the start date unless terminated earlier by either party. Limited duration positions are full-time positions and are eligible to receive full benefits.</p><p><br><b>L.A. Care offers&nbsp;a wide range of benefits including</b></p><ul><li>Paid Time Off (PTO)</li><li>Tuition Reimbursement</li><li>Retirement Plans</li><li>Medical, Dental and Vision</li><li>Wellness Program</li><li>Volunteer Time Off (VTO)</li></ul><p><br><strong>Nearest Major Market: </strong>Los Angeles                                                                            <br><strong>Job Segment: </strong>                    Public Health, Counseling, Medical, Healthcare                                                    </p>

L.A. Care Health Plan

Care Management Community Health Worker II (12 Month Contract)

<h3>Job Description:</h3><p><strong>The Department</strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 35 years, SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over to $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the SAI team of investment professionals constructs and manages asset allocation portfolios for more than 3.5 million customer accounts.</p><p><strong>The Role </strong></p><p>We’re seeking a Quantitative Analyst to join our Private Markets Investment Team. In this role, you will support our expanding private market offerings by developing quantitative models and data-driven analyses that inform the management of private asset funds.</p><p>You’ll collaborate within the investment organization to support our growing private market strategies. Projects will focus on liquidity management, portfolio construction, and risk modeling, employing large-scale datasets and statistical techniques to enhance decision-making.</p><p>Ideal candidates are intellectually curious, collaborative, and skilled in quantitative modeling, programming, and financial analytics. You should be able to translate investment needs into clear, actionable projects and communicate ideas effectively to diverse audiences.</p><p>This is a dynamic opportunity within a rapidly expanding business, suited for someone with an entrepreneurial attitude.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>Working within the private markets investment team, you will develop quantitative models and analytical tools to support portfolio construction and investment decisions for SAI’s private market funds. Your work will directly contribute to enhancing risk-adjusted performance across private equity, private credit, and private real assets. Key responsibilities</p><ul><li>Build and maintain cash flow forecasting models at fund and security levels across private asset classes.</li><li>Design liquidity management frameworks to optimize capital calls, distributions, deal flow, and credit line usage.</li><li>Create rebalancing strategies that account for liquidity constraints, fund schedules, and client fairness.</li><li>Provide rebalancing guidance under varying market conditions, including DIY investor support.</li><li>Enhance and integrate private asset risk models into enterprise systems; validate against third-party models.</li><li>Conduct custom risk analyses (e.g., stress tests, scenario analysis) to inform investment decisions.</li><li>Contribute to the design of a private asset risk framework and its impact on portfolio construction.</li></ul><p><strong>Qualifications</strong></p><ul><li>5+ years of experience in quantitative investment research (e.g. portfolio optimization, portfolio construction, and risk modeling) roles, specifically for a multi asset class investment processes.</li><li>Quantitative research experience in private markets is a plus.</li><li>Demonstrated ability to conduct independent empirical research and a willingness to identify and present new research ideas.</li><li>Graduate degree in a related field (Finance, Engineering, Statistics, Mathematics, etc.) preferred</li><li>CFA or CAIA is a plus.</li></ul>The base salary range for this position is $150,000 - $250,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Quantitative Analyst – Private Assets

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Branch Leader - Greenwich, CT

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Burlingame, CA

<h3>Job Description:</h3><p>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?</p><p>Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.</p><h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3><p>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.</p><h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3><p>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.</p>The base salary range for this position is $124,000 - $140,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales Support

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