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<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>How will you make an impact in this role?</strong></p><p>American Express Global Commercial Services (GCS) is a leading issuer and provider of Commercial products and services. GCS provides a suite of payment and lending products, solutions for travel and everyday spending, cross border payments, global currency solutions, and business financing. The Commercial Credit Risk team in the Credit &amp; Fraud Risk (CFR) organization is responsible for powering the GCS business by defining the GCS Risk strategy while delivering a superior customer experience.</p><p>This position is focused on Small Business New Accounts Underwriting and brings an exciting opportunity to define&nbsp;the underwriting policies, onboarding process for small businesses and cross-selling to existing customers. Within the broader credit risk organization, this team supports the success of the Global Commercial Services business unit through innovative solutions that help enable profitable growth via acquisition while maintaining robust low tenure credit performance. The role is highly visible and will require strong collaboration across a variety of functions, including but not limited to Risk, Product, Marketing, Decision Science, Compliance, etc. to develop best in class strategies and capabilities to support our customers.</p><p><strong>How will you make an impact in this role?</strong></p><ul><li>Be responsible for new accounts decisions for US Commercial Small Business Products from a risk perspective - this includes analytics, strategy, and capabilities, across new accounts and existing customers.</li><li>Drive Core Underwriting risk strategies to determine approval and decline decisions for customer applications leveraging core risk infrastructure include risk models, lending capabilities and bureau information.</li><li>Partner with marketing partners and targeting teams to harmonize underwriting and targeting.</li><li>Work with and influence Product, Marketing, and Finance teams within the GCS organization and broader credit and fraud risk organization to design and implement critical initiatives that enable prudent and profitable growth while controlling for through-the-cycle volatility.</li><li>Ensure control, compliance, and operational risk mitigation in all processes and design for a streamlined user experience across customer touch points.</li></ul><p><strong>Minimum Qualifications:</strong></p><ul><li>Bachelor's degree plus 2 yrs work experience or Master’s degree in a quantitative field such as Econometrics, Statistics, Mathematics, Operations Research, Engineering, or Computer Science</li><li>Blend of analytical skills, process expertise, project management, and relationship-building skills</li><li>Ability to handle large datasets using SAS, SQL, R, Python or another similar programming language</li><li>Ability to think strategically and apply both quantitative methods and business insights to drive results</li><li>Clear, effective written and oral communication skills</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>Advanced degree is preferred but not required given a suitable combination of formal education and work experience</li><li>Credit/Fraud risk management experience and understanding of credit lifecycle is preferred</li></ul><p>Salary Range: $65,500.00 to $102,500.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.&nbsp;</p>

American Express

Senior Analyst - Risk Management

<p><strong>You take the lead. We've got your back.&nbsp;</strong></p><p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>How will you make an impact in this role?</strong></p><p>Technology Control &amp; Compliance is seeking an experienced and strategic Director – First Line of Defense (1LOD) Compliance professional to lead our efforts in ensuring all technological &amp; cybersecurity operations, systems, and innovations within the bank adhere to applicable laws, regulations, and internal policies.</p><p>This role is responsible for developing, implementing, and overseeing the bank's 1LoD technology &amp; cybersecurity compliance change program, ensuring adherence to a complex array of global and domestic laws and regulations, industry standards, internal policies, and bridging the gap between technological advancement and regulatory imperatives. The ideal candidate will possess a deep understanding of cybersecurity &amp; technology industry frameworks, banking &amp; financial regulations, and risk management principles. You will be a proactive leader, capable of translating complex regulatory requirements into actionable compliance strategies and fostering a culture of security and compliance throughout the organization.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Strategic Leadership:&nbsp;Develop and execute the enterprise technology &amp; cybersecurity compliance change strategy, aligning with business objectives and evolving regulatory requirements (e.g., FFIEC, GLBA, Dodd-Frank, OCC bulletins, FRB guidance, GLBA, NYDFS, GDPR, CCPA, etc).</li><li>Regulatory Interpretation &amp; Implementation:&nbsp;Monitor, interpret, and disseminate information on new and updated technology and cybersecurity regulations, laws, and industry standards relevant to the financial &amp; banking sectors. Translate these requirements into practical, implementable controls and policies. Conduct a gap analysis of the current control framework against new regulatory requirements and drive the action required to achieve adherence.</li><li>Emerging Technology Compliance:&nbsp;Proactively assess and provide guidance on the compliance implications of adopting new and emerging technologies (e.g., AI/ML, blockchain, RPA, advanced analytics).</li><li>Advisory: Proactively identify and assess technology &amp; cybersecurity compliance risks inherent in products, services, processes, and controls.</li><li>Countermeasures: Consult with business leadership and second line compliance to design and implement effective controls and mitigation strategies.</li><li>Assurance: Support the execution of business-level compliance risk assessments and control self-assessments.</li></ul><p><strong>Minimum Qualifications:</strong></p><ul><li>7+ years of technology and/or cybersecurity compliance, legal, or regulatory advocacy &amp; industry engagement experience within a financial institution, preferably in a business-aligned or first line of defense role.</li><li>Good command in banking regulations and compliance frameworks, including but not limited to:<ul><li>Gramm-Leach-Bliley Act (GLBA)</li><li>NYDFS Cybersecurity Regulation (23 NYCRR Part 500)</li><li>FFIEC IT Handbooks (e.g., Operations, Audit, Development and Acquisition, Business Continuity, Outsourcing, Cybersecurity)</li><li>OCC Bulletins and Consent Orders related to technology</li><li>FRB guidance on technology risk management</li><li>Global and domestic data privacy regulations (e.g., GDPR, CCPA, state-specific privacy laws)</li><li>Operational Resilience frameworks (e.g., from FRB, OCC, FDIC, other supra-national and national regulatory bodies).</li><li>NIST Cybersecurity Framework (CSF)</li><li>ISO 27001/27002</li><li>PCI DSS (if applicable)</li></ul></li><li>Proven experience in developing, implementing, and managing Technology &amp; Cybersecurity compliance programs in a complex organizational environment.</li><li>Strong understanding of IT governance, risk, and control frameworks (e.g., COBIT, ITIL, NIST, CRI Cyber Profile).</li><li>Sound understanding of various security technologies (e.g., SIEM, DLP, IDS/IPS, WAF, endpoint security, cloud security).</li><li>Excellent analytical, problem-solving, and decision-making skills.</li><li>Exceptional written and verbal communication skills, with the ability to effectively communicate complex technical and regulatory information to both technical and non-technical audiences, including senior leadership and regulators.</li><li>Proven ability to manage competing priorities in a complex, matrixed environment</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>Bachelor's degree in Cybersecurity, Information Technology, Computer Science, Law, or a related field.</li><li>Advanced degree (e.g., JD, MBA, MPA) or professional certifications such as CRCM, CISSP, CISM, CISA, CRISC, CGEIT.</li></ul><ul><li>Experience working with compliance technology tools and issue management systems.</li><li>Excellent analytical, problem-solving, and decision-making skills.</li><li>Exceptional written and verbal communication skills, with the ability to effectively communicate complex technical and regulatory information to both technical and non-technical audiences, including senior leadership and regulators.</li><li>Proven ability to manage competing priorities in a complex, matrixed environment</li></ul><p>Guardian</p><p>Salary Range: $144,250.00 to $256,250.00 annually + bonus + equity (if applicable) + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.&nbsp;</p>

Director-1LoD Technology & Cybersecurity Compliance & Regulatory Change Management

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Client Relationships Group (CRG) is a division of Fidelity Institutional Wealth Management Services and is a leading provider of clearing and custody to registered investment advisors (RIAs), family offices, retirement recordkeepers, broker-dealer firms, banks and insurance companies. You will be part of a business that offers clients access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive. This role would specifically be in support of the Family Office Relationship Management team.</p><p>Vice President Relationship Manager (RM) is entrusted to work with and develop key relationships with some of the largest and most complex Single-Family Offices (SFOs) and Wealthy Families (WFs) in the country.</p><h3><strong>Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree required. MBA preferred.</li><li>15+ years of financial services, proven experience with SFO/WF/RIA industry expertise a must.</li><li>15+ years of direct client and/or financial services experience in a Sales and/or Relationship Management function.</li><li>Deep understanding of the organizational structure of an SFO/WF/RIA – including service, technology, investment and back-office operations.</li><li>Experience in wealth management and/or investment management.</li><li>Series 7 and 63 licenses required.</li><li>Proven track record in building and handling relationships with demanding and complex clients, including with the highest level of decision makers.</li><li>Ability to set a strategic direction for clients which demonstrates ultimate ownership and accountability for the relationship.</li><li>Proven ability to be successful with clients and prospects in face-to-face meetings, virtual, phone based and/or email interactions.</li><li>Financial business analysis and/or consulting experience.</li><li>Experience with meeting the evolving needs of large family offices and the Ultra High Net Worth families that they serve.</li><li>Institutional brokerage operations experience.</li><li>Strong communication and listening skills, with ability to influence and proactively create client interactions.</li><li>Strong at multi-tasking, project management with utmost attention to detail.</li><li>Ability to identify and handle at risk situations and escalate where appropriate.</li><li>Interest in and an understanding of financial markets. Solid knowledge of both traditional and alternative asset classes.</li><li>Comfortable working independently including decision making.</li><li>Travel is required (35% on average) – most clients regionalized, but some national travel.</li><li>Ability to meet in-office requirements of the role / business unit.</li><li>Demonstrate the highest levels of engagement with the team and dedication to service.</li><li>Provide overall client accountability and book management of a sophisticated portfolio of clients.</li><li>Develop key strategic relationships with the principal decision makers of each client relationship.</li><li>Provide proactive consultations to senior individuals within each relationship by clearly prioritizing a strategic plan and objectives. Develop true partnerships by helping clients successfully lead and build their business while improving the business relationship.</li><li>Conduct comprehensive quarterly and/or annual relationship reviews. Fully understand and develop solutions for client needs by partnering with client service managers on resolutions for issues.</li><li>Stay knowledgeable of changes and trends in the marketplace acquired from clients, activities and industry research. Be an active contributor to our collective intelligence to better serve our clients and make recommendations for product/service improvements.</li><li>Grow assets under administration (AUA) and find opportunities to convert to assets under management (AUM) by working closely with sales and the investment teams. Work closely with the investment team to ensure execution of investment and product solutions.</li><li>Partner closely with specialists to accurately identify, plan, influence, and implement Fidelity solutions.</li><li>Establish and demonstrate value and differentiation from our competitors.</li><li>Responsible for documenting client activities, business opportunities, business risks, and all communications with clients in the CRM on a timely basis.</li><li>Partner with Sales to develop referrals from existing client relationships.</li></ul><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3>The Team</h3><p>There is alignment of Fidelity’s success with its client’s success. The VP of Relationship Management plays a critical role in helping clients execute upon their business strategies to grow their business and operate in a more efficient and scalable manner. Asset and revenue growth is also of strategic importance in the Family Office segment, so the ability to uncover and help capture opportunity is a critical aspect of this role.</p>The base salary range for this position is $120,000 - $200,000 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<h3>Category:</h3>Relationship Management

Fidelity Investments

Vice President, Family Office Relationship Manager

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Mountain View, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Senior Manager in Fidelity’s Workplace Investing DC Innovation Product Area, you will be a member of a strategic product team working to acquire new clients. Day to day, you will work closely with a team of cross functional and dedicated partners (product, marketing, sales, analytics technology, legal, compliance &amp; risk partners) responsible for streamlining go-to-market processes and gaining market share in the small business space.</p><p>In this role, you will be a part of the Fidelity Advantage 401(k)SM acquisition team, focused on driving scalable growth by delivering new capabilities and enhancements to go-to-market and sales enablement activities. The ability to build strong working relationships across the organization, while enforcing clear roles and responsibilities, is a must. As a Senior Manager, you should be a highly motivated self-starter with a sense of ownership, attention to detail, and a positive ‘can do’ attitude.</p><p><strong>The Work </strong></p><ul><li>Conduct E2E analysis of acquisition processes from marketing to sales to implementation.</li><li>Support acquisition partners (product, marketing, analytics, sales, and sales support) to ensure efficient and effective processes.</li><li>Partner with acquisition team members and marketing leaders to develop compelling and effective go-to-market assets.</li><li>Partner with acquisition team members and sales leadership to increase win rate and reduce drop off between commitment and implementation. </li><li>Identify and track metrics that matter across the E2E acquisition journey.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Clearly communicate issues and feedback with team leaders and resolve in a timely manner.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Creative thinking and the ability to act as a ‘jack of all trades.’</li></ul><p><strong>The Team</strong></p><p>The Acquisition and Fiduciary Services team falls within the DC Innovations Product Area in Workplace Investing. The team focuses on driving scalable growth to Workplace Investing’s fiduciary products. Our role is to turn sales goals into achievable plans and processes that deliver outstanding growth year over year.</p>The base salary range for this position is $89,000-180,000 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>Product Management

Senior Manager, DC Innovation

<h3>Job Description:</h3><p><em><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></em></p><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.</li><li>Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li><li>In-depth knowledge of statistical and Machine Learning methods and approaches, a plus</li><li>Proficiency in Python or R, a plus</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients &amp; participants.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Data Analytics & Insights

<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

VP, Regional Planning Consultant -Palo Alto/ Burlingame, CA

<h3>Job Description:</h3><p><strong>Chapter Leader, Customer Solutions - Lifetime Financial Help</strong></p><p><strong>The Role</strong></p><p>The Customer Solutions Chapter Leader position is a role that combines business and product strategy skills, knowledge of customers and financial products, and technology expertise, along with a passion for coaching and developing associates. This role, which will be aligned to the Lifetime Financial Help product area within the Strategy, Planning &amp; Advice Domain, will forge partnerships within and across chapters and product areas to deliver customer-centric solutions.</p><p>In our agile structure, this role will function both independently and as a manager of associates who are deployed to teams. The Chapter Leader hires and develops talent to deliver results by translating business objectives into actionable plans and solutions that deliver customer value. The Chapter Leader serves as a trusted business leader and consultant to Group Squad Leaders and Squad Leaders on cross product area business opportunities.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>The Expertise and Skills You Bring</h3><ul><li>Series 7 and 24 licensing to provide supervisory oversight of team is strongly preferred; willingness to obtain within 6 months of hire if not already licensed</li><li>8+ years in product management with experience across product development lifecycle – including business analysis and research, business process mapping, and the documentation of business requirements, user acceptance testing and product deployment</li><li>People leadership experience, with a consistent record in coaching, managing, agile, and analytical skills</li><li>Motivated by helping others succeed, experience leading and coaching teams, inspiring creativity and innovation, creating a culture of inclusion, experimentation, exploration, and continuous learning</li><li>Skilled at attracting, hiring, building and retaining a pool of diverse chapter members with the skills needed to deliver today and, in the future</li><li>Thrives connecting and influencing with all levels of the organization to drive change and favorable outcomes</li><li>Adept at developing a strong team that enables its members to work successfully, delivering value within the WI Delivery Model</li><li>Passionate about continuous learning with experience curating learning at scale to promote skill, career, and development growth for chapter members</li><li>Resourceful at navigating teams through organizational complexity in support of cross-domain and cross-product area work</li><li>Bachelor’s degree required</li></ul><h3>The Team</h3><p>The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 500 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing.</p><h3>Certifications:</h3><h3>Category:</h3>Product 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>

Chapter Leader, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the Director, Asset Management - Alts Investor Relations and Onboarding, you will play a significant role in shaping the strategy for managing alternative investment fund documents and facilitating investor agreements for private funds. This position provides excellent access to senior leadership and offers an opportunity to have a significant impact on our rapidly growing alternatives division.</p><p>You will be tasked with identifying, developing, and implementing scalable, repeatable processes to support private alternative investment fund operations. The role requires navigating our organization, fostering positive relationships with key collaborators, and expanding your professional network to solution for cross-division challenges. Additionally, you will need to swiftly grasp and simplify sophisticated business processes linked to new alternative investment products and communicate key concepts to a varied audience.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><p>With an outstanding work ethic, attention to detail, and dedication to excellence, you possess exceptional analytical, communication, conceptual thinking, and problem-solving abilities. Your qualifications include:</p><ul><li><p>7-10 years’ experience in financial services organizations</p></li><li><p>Expertise in implementing technology solutions as a subject matter authority</p></li><li><p>Proficiency in interpreting and working with fund legal documents, including Limited Partner Agreements, Private Placement Memorandums, and Side Letters</p></li><li><p>Prior experience collaborating with sales and account executives supporting institutional investors</p></li><li><p>Established experience in building a fund/investor term compliance monitoring system</p></li><li><p>Experience with contract processes from negotiation/initiation to document storage and term tracking</p></li><li><p>Ability to enhance visibility and clarity throughout the contract lifecycle</p></li><li><p>Demonstrated success in leading and optimizing operational processes across complementary teams</p></li><li><p>In-depth understanding of the asset management industry, with a strong grasp of alternative investments such as hedge funds, private equity, real assets, direct lending, and structured products</p></li><li><p>Effective collaboration abilities and the ability to persuade senior team members and collaborators</p></li><li><p>Adaptability and effectiveness in both leading and contributing to teams</p></li></ul><h3><strong>The Team</strong></h3><p>We are committed to encouraging a lasting culture of inclusion and belonging, attracting, developing, and retaining a diverse workforce. Our team is motivated to encourage innovation and deliver outstanding results. As part of the Fidelity Investments family, we take pride in our unwavering dedication to our clients and our collaborative approach to achieving shared goals. People are our greatest asset, and we nurture a culture of learning, growth, and mobility. Join us to be part of a team that values excellence and strives to make a meaningful difference.</p><p><strong>Note:</strong> Fidelity is not providing immigration sponsorship for this position.</p><h3><strong>Company Overview</strong></h3><p>At 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 diverse and 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.</p><p>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>.</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. This hybrid role requires associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>The base salary range for this position is $110,000-222,000 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>Business Strategy

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