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Join the Clean Energy RevolutionBecome&nbsp;a&nbsp;Talent Management Senior Advisorat Southern California Edison (SCE) and build a better tomorrow. In this influential role, you will be a go-to expert for talent planning and performance management across the enterprise. Come help us propel career and development plans for our high potential leaders. Utilize your consulting and collaboration skills to work closely with Organizational Unit (OU) Senior Leadership, Line Managers, HR Center of Excellence (COEs), HR Business Partners, and external resources. Elevate our talent management capabilities by leading talent review discussions, calibrations, and employee feedback sessions. You will also manage supporting systems, documentation, metrics, and tools to ensure we achieve our development goals.As a&nbsp;Talent Management Senior Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?<h4>Responsibilities</h4><ul><li>Collaborates with HR business partners and senior leadership to assess and address skill shortages, talent risks, and capability gaps across the organization; monitors industry trends, market dynamics, and emerging technologies to anticipate future skill needs and talent trends</li><li>Identifies critical talent gaps and develops proactive plans to attract, develop, and retain high-potential employees in key roles</li><li>Develops and communicates talent management policies, procedures, and guidelines to ensure consistency and fairness in talent management practices across the organization</li><li>Fosters a culture of learning and continuous improvement, promoting knowledge sharing, collaboration, and innovation across departments and business units and leveraging best practices and emerging trends to bring talent management expertise to the organization and act as a trusted internal advisor</li><li>Partners with HR COEs to identify resources that support HiPo development</li><li>Consults with senior management in assigned markets in order to identify business requirements for People Development and ensures that activities are fit for purpose</li><li>Influences decisions on global strategies, policies, and processes for people development, utilizing market and region specific insights and performance indicators</li><li>Develops and executes the annual global talent planning and performance management process and drives continuous improvement and simplification across the organization to improve the overall business performance</li><li>Conducts talent reviews, PDP, and talent calibration sessions with senior leaders to assess talent readiness, identify high-potential employees, and develop targeted development plans for future leaders</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Ten or more years of experience in talent management including capability assessment, key talent development, workforce planning, talent pipeline, and/or succession pool development.</li></ul>Preferred Qualifications<ul><li>BS or MS in Education, Learning, Psychology, Leadership Development, or other related degree</li><li>Three (3) years’ experience planning and facilitating talent review meetings, and implementing positive improvements to a performance development process</li><li>Experience working with SuccessFactors Talent Management modules including succession, performance, development, and goal management to support the talent and development planning processes</li><li>Experience with determining and reporting on talent/HR metrics&nbsp;</li><li>Experience using Power BI to build talent reports</li><li>Experience using AI to create efficiencies and process improvements</li><li>Experience working closely with Sr. Executives/Officers</li><li>Experience in people leadership</li></ul>Additional Information <ul><li>This position’s work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and reside in the state of California.  Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.</li><li>Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</li><li>Relocation does not apply to this position.</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.At SCE, we celebrate our differences. We are a proud Equal Opportunity Employer and will not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Southern California Edison

Talent Management Senior Advisor

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP 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>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</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>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Planning Consultant - Exton, PA

<h3>Job Description:</h3>Senior Risk Manager – Alternative Accounting RiskAre you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? Over the past five years, Fidelity has made a significant investment in developing Alternative Products, with a strong focus on launching new offerings across private equity, private credit, hedge funds, real assets, and emerging digital assets. Fidelity currently has over 40 unique Alternative Products in the market, with another 40+ in the pipeline. FFIO is responsible for providing operational support for these Funds, including Fund Accounting, Shareholder Reporting, Data Governance, and Cash and Position Reconciliation. In addition, FFIO is accountable for meeting fund regulatory and audit obligations (e.g., Sarbanes-Oxley 404 and SOC 1 reporting).Summary of the RoleThe FFIO Risk team partners closely with FFIO Leadership to help FFIO develop a wide range of processes and controls to support these new Alternative Funds, including automation strategies to scale evolving business requirements. The FFIO Alternative Funds Risk Senior Manager will provide strategic leadership to all of FFIO’s work across the Alternative Fund Landscape, including work performed in Westlake, Merrimack, Boston and Dublin Ireland. Specifically, this Senior Manager will drive our Alternative Fund Risk support across FFIO, frequently engage with SVP/VP Leaders in FFIO on risk topics related to new product development, and evaluate key risks during product rollout. This individual will also help develop mitigation strategies and assess operational readiness for go-live and direct our Sarbanes-Oxley 404 work across FFIO. Lastly, beyond MVP support, this leader would guide FFIO’s transition to a long-term, integrated risk model and oversee risk management from an end-to-end perspective across the Alternatives platform. The Expertise You Have<ul><li>Bachelors’ Degree required</li><li>7+ years’ industry experience, including Audit or other Risk Management activities</li><li>Understanding of Alternative Investment Products, including partnerships, crypto, direct lending, interval and evergreen funds, etc. </li><li>Fund accounting and operations knowledge, specifically related to alternative investments, required </li><li>Other applicable experience (e.g., accounting, real estate, billing, etc.) preferred</li><li>Demonstrated leadership or project management experience</li><li>Excellent verbal and written communication skills with the ability to articulate complex</li></ul>The Skills You Bring<ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to manage multiple tasks; and provide supervision and direction to less experienced associates</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li></ul>The Value You DeliverThe candidate’s primary responsibility will be providing business unit risk support, including:<ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul>The base salary range for this position is $89,000-$150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Senior Risk Manager – Alternative Accounting Risk

<h3>Job Description:</h3>Senior Associate – Global Financial Controls Center of ExcellenceThe RoleAre you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC Senior Associate role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.The Expertise and Skills You BringPlay a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>Three plus years of relevant progressive experience with supporting IT audits, IT SOX (ITGC, ITACs, &amp; IPEs), integrated financial statement audits</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Blend of Public Accounting (IT SOX / SOX) and Internal Audit experience highly desirable</li><li>Direct experience with IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</li><li>Familiarity with system implementations, alternative Investments and/or digital assets</li><li>Exposure to general accounting concepts including financial statement risks, and controls</li><li>Exposure to partnering with financial auditors on integrated audits</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Learning agility to quickly understand and connect key concepts</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.The base salary range for this position is $67,000-127,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Associate – Global Financial Controls Center of Excellence

<h3>Job Description:</h3>The DepartmentStrategic 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 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.The TeamPrivate Markets ResearchSAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.The PositionIn this role, you will work under the guidance of senior team members and the Private Credit Portfolio Manager to perform investment manager and market research. As an initial core member of the Private Credit Research team, you will support the sourcing, due diligence, monitoring, investor reporting, and execution of private credit investments. This role will have an initial focus on Direct Lending, with exposure to various private credit investment strategies and geographies over time.Qualifications<ul><li>Bachelor’s degree required; CFA or progress toward CFA a plus</li><li>3+ years of relevant investment experience; performing private credit manager due diligence preferred, co-investment diligence experience a plus</li><li>Solid understanding of private credit market fundamentals, credit principles, and capital structures</li><li>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills</li><li>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</li><li>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</li><li>Ability to work collaboratively in a team environment</li><li>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tools</li></ul>LocationBoston, MassachusettsThe base salary range for this position is $100,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Private Credit Associate, Strategic Advisers

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</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>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Investment Consultant - Southlake, TX

<h3>Job Description:</h3>The Department 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 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.The TeamPrivate Markets ResearchSAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.The Private Equity Research team supports Fidelity’s multi-strategy private equity funds in addition to future initiatives. Fidelity is raising the third multi-strategy private equity fund in this annual vintage series, which seeks to generate attractive risk-adjusted returns by investing in a diversified portfolio of private equity funds, including buyout, growth, secondary funds, and if available, co-investments.The PositionIn this role, you will work under the guidance of senior team members and Portfolio Managers to perform investment manager research and analysis. You will support the sourcing, due diligence, monitoring, investor reporting, and execution of third-party private equity fund investments and co-investments. The role will have exposure to multiple geographies and investment fund strategies, including secondaries, buyouts, and growth equity.Qualifications<ul><li>Bachelor’s degree required; CFA or progress toward CFA a plus</li><li>3+ years of relevant investment experience; private equity manager due diligence preferred, co-investment due diligence experience a plus</li><li>Solid understanding of private equity markets, strategies, and fund analysis</li><li>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</li><li>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</li><li>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills a plus</li><li>Ability to work collaboratively in a team environment</li><li>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tool</li></ul>LocationBoston, MassachusettsThe base salary range for this position is $100,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Private Equity Associate, Strategic Advisers

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>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>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. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Marin, CA

<h3>Job Description:</h3>The RoleThe Asset Management Risk team is responsible for risk management of the Asset Management business. AM Risk is responsible for proactively identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:<ul><li>Reporting on significant and emerging risks to assist management in improving their controls and processes</li><li>Program management of risk programs like Sarbanes Oxley Certifications, Records management, Risk Assessment tracking</li><li>Analyze data and controls to identify and measure risks</li><li>Use data visualization tools to develop risk management reporting</li><li>Assist in collecting, cleaning, and analyzing data from various sources to identify trends and patterns</li><li>Create visualizations and reports to present findings to stakeholders</li><li>Collaborate with cross-functional teams to understand their data needs and provide actionable insights</li><li>Help maintain and improve data quality and integrity</li><li>Participate in team meetings and contribute to data strategy discussions</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>3-5 years of Risk Management experience or relevant program management experience</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Knowledge of financial markets and products</li><li>Excellent interpersonal, verbal and written communication skills</li><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAsset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Risk Manager, Asset Management Operations

At American Express, our culture is built on a 175-year history of innovation, shared valuesand&nbsp; and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you’ll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The Technical Risk Management (TRM) team, within the Global Risk and Compliance organization and led by the Chief Risk Officer, manages operational risks associated with Information &amp; Cyber Security Risk, Business Disruption, Technology Risk, Data Risk, and AI Risk Management. The team also ensures that risk management activities are conducted in alignment with regulatory requirements and industry expectations. In addition, the team aggregates and reports on key risk management and oversight activities to the relevant management and Board risk committees.&nbsp;&nbsp;How will you make an impact in this roleThe Director, Business Disruption &amp; Operational Resilience Risk Management is a new role dedicated to managing operational resilience risks globally at American Express. Areas of focus include business continuity management across people, processes, technology, third parties, and physical infrastructure. This role sits within the GRC team and reports directly to the Vice President, Firmwide Independent Risk Management Head of Business Disruption &amp; Operational Resilience. The incumbent will be responsible for supporting and executing on the overall operational resilience risk management and governance framework at the Company.Essential Job Functions: <ul><li>Support the implementation of the operational resilience risk governance framework, including building a specialized risk team, establishing risk policies, and enhancing risk management capabilities.</li><li>Conduct independent, proactive risk management and oversight of operational resilience related risks (including people, process, technology, third party, and infrastructure)</li><li>Enhance and maintain the firm’s operational resilience framework, including policies, governance, and minimum standards, to strengthen organizational readiness and responsiveness to business disruption events.</li><li>Provide operational resilience risk oversight through identification, assessment, control, measurement, monitoring, and reporting of risks within the operational resilience program.</li><li>Develop a strong understanding of operational resilience and business continuity management processes, demonstrating curiosity and a willingness to deliver effective and credible challenge.</li><li>Identify risks&nbsp;related to operational resilience, oversee controls in line with American Express’s risk and control framework. Establish guidance and requirements for minimum recommended controls.</li><li>Leverage advanced data analytics to drive insights, proactively identifying opportunities for enhancing the Company’s operational resilience and swiftly adapting to emerging threats.</li><li>Design and implement operational resilience related metrics to identify and report risks.</li><li>Support&nbsp;regulatory exams, to ensure the company is prepared to provide necessary documentation, addressing inquiries from regulators, and demonstrating compliance with legal and regulatory requirements and supervisory expectations.</li><li>Collaborate with senior leadership, across Legal, Technology and Business Unit leaders to&nbsp;support the development of the organization’s risk appetite for operational resilience and monitor adherence to the established thresholds.</li><li>Demonstrate in-depth knowledge in key risk oversight skills, including operational resiliency, business continuity management, disaster recovery, dependency risk management, resiliency monitoring, operational vulnerability management and resiliency compliance management.</li><li>Support compliance with Resilience-related regulations and standards (e.g., OCC Bulletin 2020-94, FFIEC Handbooks, DORA, GLBA, etc.) to meet legal and regulatory obligations.</li></ul>Minimum qualifications: <ul><li>Minimum of seven years’ experience in risk management at a Global Systemically Important Bank (GSIB), with expertise spanning policy and procedure development, risk appetite frameworks, risk and control self-assessments and testing, as well as issue management.</li><li>Deep knowledge of laws, regulations, and industry frameworks (e.g. DORA, FRB SR 2020-24/OCC 2020-94, OCC Heightened Standards, FFIEC IT booklets).</li><li>Strong verbal and written communication skills with an ability to explain complex problems and ideas clearly and succinctly to senior management.</li><li>Understanding of risk assessment methodologies, frameworks and industry standards.</li><li>Deep expertise in key elements of operational resilience framework: risk identification and assessment, business continuity planning, incident response and recovery, crisis management, governance</li><li>Demonstrates ability and aspiration for building and nurturing teams and leading complex and high impact assessments.</li><li>Displays a mindset of questioning assumptions, critically assessing information and seeking evidence to validate conclusions, so decisions are unbiased and well-founded.</li><li>Demonstrates learning agility: Learns from unfamiliar experiences. Perseveres through and learns from setbacks.</li><li>Analytical attitude with consistent track record of using data and business insight to develop winning strategies and drive business decision-making,</li><li>Ability to make decisions quickly and effectively.</li><li>Demonstrates courage and resilience.</li><li>Ability to work in a highly collaborative environment, excellent relationship building skills and ability to influence partners with a firm strategic view.</li><li>Highly motivated self-starter with ability to juggle multiple tasks in a fast-paced, ambiguous environment, with excellent organization skills and careful attention to detail.</li><li>Possess a high degree of technical savvy, with a keen ability to learn new technology quickly and easily.</li><li>Working knowledge of one or more of the data mining tools/technologies (e.g. Microsoft Excel: Pivot Tables SQL, SAS, Python, R)</li></ul>Preferred Qualifications:<ul><li>Industry certifications in Operational Resilience, Business Continuity Management, and Disaster Recovery are preferred.Guardian</li></ul>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

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