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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'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.We’re looking for a detail-oriented, risk-minded, and innovative manager to join the AENB Affiliate Management team.This new role plays a key part in our governance processes, ensuring services provided by our affiliates remain compliant, well-documented, and aligned with regulatory expectations – including Regulation W 23B and the Interagency Guidance on Third Party Relationships: Risk Management.The Manager, Affiliate Management, will be responsible for leading efforts to manage and improve the AENB Affiliate Management risk assessment questionnaires as part of New Product Governance, collaborate cross-functionally to ensure affiliate agreements properly cover new or modified products/services, and ensure the financial terms are aligned with expectations. The Manager will also own core documentation and quality control responsibilities that support ongoing governance across affiliate relationships and through the five stages of third-party risk management.The successful candidate will have a broad understanding of affiliate management practices, contracting, and governance frameworks, as well as the ability to ensure compliance with regulatory and policy requirements. An understanding of American Express products, processes, organization, and governance processes is required.Key Responsibilities Include:<ul><li>Manage the end-to-end lifecycle of affiliate management’s risk assessment questionnaires for new products and services</li><li>Ensure all new affiliate initiatives are accurately captured, reviewed, and approved in accordance with regulatory and internal governance standards</li><li>Validate that affiliate agreement documentation supports the new product/service and that fees comply with Reg W guidelines</li><li>Collaborate with Controllership, Control Management, and General Counsel’s Organization, and other relevant groups to ensure complete and accurate documentation of new initiatives</li><li>Coordinate stakeholder reviews and drive resolution of outstanding risk assessment questions prior to governance approvals</li><li>Project management of key affiliate management processes, such as annual affiliate agreement renewal, ad hoc projects to strengthen governance, and process improvements</li><li>Manage systems of record for affiliate management processes (eg. end-to-end contracting software, DocuSign)</li><li>Manage and maintain the Competition Price Reasonableness Assessment process to evaluate fairness of affiliate pricing</li><li>Maintain an inventory of affiliate-related data, including services, contacts, and metric documentation</li></ul><ul><li>Maintain strong working relationships with key business partners in the Bank and the affiliate, including but not limited to: US Consumer Services, Global Commercial Services, Global Servicing, Credit and Fraud Risk, Technology, Legal, and Finance/Controllership.</li></ul>Minimum Qualifications<ul><li>3 – 5+ years of banking, operational risk, and/or relationship, vendor, or contract management experience, with a focus on developing and executing risk-based governance solutions</li><li>Strong written, oral, and presenting skills with the ability to influence business leaders and partners</li><li>Strong relationship skills including the ability to effectively and professionally communicate and build positive working relationships across all levels within the organization.</li><li>Proven ability to manage multiple complex projects, thoroughly document processes, procedures, and outcomes</li><li>Strong attention to detail and superior organizational and follow-through skills</li><li>Effectively works independently within a team construct while supporting teamwork and achievement of team objectives</li><li>Proven collaboration skills along with the ability to influence without authority</li><li>Demonstrated willingness to take initiative and act decisively</li><li>Strong understanding of U.S. banking systems and processes, technical skills/computer knowledge (including excellent Microsoft suite skills) a plus</li><li>Understanding of legal contracts and related governance activities</li></ul>Preferred Qualifications<ul><li>Previous experience with project or program management is a plus.</li><li>Previous experience with Affiliate Risk Management and the Interagency Guidance on Third Party Relationships: Risk Management a plus.</li><li>Undergraduate degree preferred, graduate degree a plus</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Manager-AENB Affiliate Management

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard Kennedy School?The John F. Kennedy School of Government at Harvard University is one 12 graduate and professional schools at the university. Harvard Kennedy School’s mission is to improve public policy and leadership so people can live in societies that are more safe, free, just, and sustainably prosperous. By combining cutting-edge research, the teaching of outstanding students, and direct interaction with practitioners, we have an impact on solving public problems that no other institution can match. When you work at Harvard Kennedy School, you make a difference. Job Description The Development Coordinator works in partnership with and provides administrative support to two Directors of Development, frontline fundraisers who are charged with raising funds and planning and executing prospect strategy, cultivation, stewardship, and solicitation for Harvard Kennedy School (HKS).Working independently and as part of a team in a dynamic, fast-paced environment, the Development Coordinator is responsible for day-to-day administrative support, such as updating prospect activity and tracking progress, calendaring, making travel arrangements, drafting and proofreading prospect briefings and materials, report generation, database maintenance, and assisting with projects related to assigned HKS research centers and regional-based fundraising portfolios.The Development Coordinator may also coordinate selected department-wide resources, workflows and strategies, in addition to providing customer service to Alumni Relations and Resource Development staff members, the HKS Dean’s Office, HKS faculty, staff, and research centers, donors, and alumni. 
Job Specific Responsibilities:&nbsp;• Provides general office support including but not limited to responding to phone and email inquiries, maintaining calendars, filing, and managing updates in the development database. 
• Pulling, reviewing with fundraiser, and updating fundraiser’s detailed prospect list (marked with stage codes, quarter of solicitation, proposal designation, ask amounts, next steps) and their monthly activity reports showing progress to fundraiser’s conversion, visit and solicitation targets, weekly. 
• Calendaring for donor and faculty meetings.&nbsp; 
• Coordinates travel arrangements including international travel for supervisors and others as required. Drafts accurately detailed itineraries. 
• Updating weekly next steps on prospects in each fundraiser’s portfolio. 
Taking information from each donor visit, drafting contract reports (required for getting credit for a visit), entering into database 
• Creating shell briefings for HKS leadership and faculty visits with that fundraiser’s prospects 
• Creating and revising curated prospects lists with staging and next steps for fundraisers work with Centers and on Dean’s priorities 
• Liaising within ARRD and across the School with non-frontline teams on donor-related items, such as issues related to stewardship and event prep. &nbsp;&nbsp; 
• Prepping materials for fundraiser’s standing meetings with Centers 
• Provides first look research and vetting for new prospects to determine whether they have capacity and are philanthropic 
• Researches prospects and program information; performs routine data pulls, reporting, and data analysis as needed using Advance, QlikView, MS Word, and/or Excel. 
• As a member of the Alumni Relations and Development Office team, takes on critical project work as needed. This may include working on fundraising project planning efforts, staffing development committee meetings or events, and drafting reports and presentations.The above covers the most significant responsibilities of this position. It does not, however, exclude other duties, the inclusion of which would be in conformity with the level of the position. 
&nbsp; Qualifications Basic Qualifications:• 2+ years of related administrative support experience. 
Additional Qualifications and Skills:<ul><li>Must possess strong time management, diplomacy, and excellent attention to detail.</li><li>Prior experience with complex calendar, expense, and travel itinerary management.</li><li>Strong knowledge of MS Office and ability to learn new software quickly.</li><li>Ability to be a resourceful and confident critical thinker who can anticipate work and adapt proactively and decisively within a busy office with competing demands.</li><li>Exceptional written and verbal communication skills.</li><li>Be comfortable interfacing with senior University leaders and high-capacity donors with collegiality and discretion.</li><li>Demonstrated ability to manage highly confidential information.</li><li>Ability to work occasional nights and weekends.</li><li>Excellent organizational skills required. Detail oriented, efficient, and capable of managing assignments from multiple sources at once while meeting project deadlines.</li><li>Must be highly organized, collaborative, focused, adaptable, reliable, self-motivated, and able to work effectively with people from different backgrounds and experience.</li><li>Ability to maintain confidentiality and possess a strong commitment to customer service.</li><li>Strong interest in higher education and a working knowledge of national and global policy issues is required.</li><li>Efficient manager of time and schedules.</li></ul>• Comfort around higher management and VIPs. 
• Work experience in a development office, academia, business, government, or non-profit environment strongly preferred.• Excellent organizational skills required. Detail oriented, efficient, and capable of managing assignments from multiple sources at once while meeting project deadlines.&nbsp; 
• Must be highly organized, collaborative, focused, adaptable, reliable, self-motivated, and able to work effectively with people from different backgrounds and experience. 
• Ability to maintain confidentiality and possess a strong commitment to customer service. 
• Strong interest in higher education and a working knowledge of national and global policy issues is required. 
• Efficient manager of time and schedules. 
• Comfort around higher management and VIPs. 
• Work experience in a development office, academia, business, government, or non-profit environment strongly preferred.Bachelor's Degree Preferred. Additional Information <ul><li>Appointment End Date: </li><li>Standard Hours/Schedule: 35 hours per week</li><li>Compensation Range/Rate (including Shift Differential if applicable): </li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity, Education, Criminal, Credit, Certification/License, Motor Vehicle Record, Drug Test, DOT Physical, CORI, Employment, Prohibited Parties, Not Applicable</li><li>Other Information: <ul> 
 
&nbsp;</ul></li></ul>Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 054. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.&nbsp;Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard’s <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.&nbsp;

Harvard University FAS Human Resources

Development Coordinator

<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.The base salary range for this position is $56,000 - $72,000 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.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. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Investment Consultant - Del Mar, CA

<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 66 - FINRA<h3>Category:</h3>SalesFidelity’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. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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 - Charleston, SC

<h3>Job Description:</h3>Fidelity’s Workplace Investing (WI)/Healthcare (HCG) business units help employers offer successful benefit programs to improve their employees’ overall well-being. WI/HCG offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and engaging employee experiences. WI/HCG is the market leader with ~30% market share serving 26K employer clients &amp; 34M employees and administrating $3.0T in assets.The Stock Plan Services (SPS) Product Domain exists to focus and deliver upon the needs of our Stock Plan Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul>The RoleAs the Senior Manager, SPS Product Offering, you will be part of a team accountable for the strategy and execution of our internal go-to-market strategy. Key areas of focus will be:<ul><li>Driving awareness and confidence in the product strategy and roadmap with our internal partners</li><li>Partnership with marketing to package our product deliverables into a broader story, ensuring the what, why, when are clear</li><li>Increasing efficiency for our internal work intake, business readiness processes, and overall feedback loop processes and communications</li></ul>You will partner closely with our SPS Marketing team, Sales, Relationship Management, and within Product. The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>5+ years of financial services work experience, with stock plan experience a plus</li><li>Experience in stock plan and product communications desired</li><li>Strong written product communication and organizational skills</li><li>Understanding of SPS product and ability to articulate value prop in a consumable way</li><li>Creative and data driven approach to developing engaging internal communications </li><li>Ability to balance multiple priorities at once</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Serve as our product content lead, managing our product guide, job aids, sales demo, and other communications</li><li>Empower our stakeholders to clearly understand our product offering today and upcoming deliverables </li><li>Drive consistency and accuracy of our product documentation and content</li><li>Support the SPS Product Offering Leader in assessing new product ideas</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’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. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, SPS Product Offering

<h3>Job Description:</h3>We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship.The Expertise We’re Looking For<ul><li>A college degree is encouraged yet not required</li><li>We feel customer service, sales, phone or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 &amp; 63 licenses during your first six months</li></ul>The Purpose of Your RoleIt is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities.The Skills You Bring<ul><li>Superb interpersonal skills and passion to engage with customers</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Remarkable attention to detail and ability to prioritize</li><li>Computer literacy and experience working with multiple applications at once</li></ul>The Value You Deliver<ul><li>A vital member of the team, you are offering support to Fidelity’s most wealthy and valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>How Your Work Impacts the OrganizationFidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Representative - Portsmouth, NH

<h3>Job Description:</h3><h3>CONSULTANT, PRODUCT DEVELOPMENT – Fidelity Health Emerging Products Innovation Team</h3>As a Product Development Consultant, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. You will work closely with the Emerging Products Innovation Team and technology partners to determine how to enable innovation opportunities for Fidelity Health and enable broader innovation in our digital environments. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and data-driven environment!The Team The Product Development Consultant will be part of the Fidelity Health Emerging Products Innovation Team (FHEPIT). FHEPIT’s mission is to bring new and innovative capabilities to Fidelity Health, addressing critical customer needs such as health care navigation, employer-sponsored benefits optimization, and rising health care costs.You will work alongside innovation product leads on the team, to partner with business leaders, technology, and external vendor partners to develop and implement product and service features in health care applications, from inception to delivery. Alongside the emerging products squad lead and innovation tech team, you will determine the development strategy and technical feasibility of new innovation opportunities for Fidelity Health.The Expertise You Have <ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</li><li>6+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams</li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</li><li>Experience with early-stage design, development and rapid iteration in an Agile environment is a plus</li><li>Experience with Data analysis, SQL or basic database concepts is a plus</li></ul>The Skills You Bring<ul><li>Data-driven approach to understanding customer and business needs, translating strategic objectives into action, and prioritizing value for delivery</li><li>Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</li><li>A customer-first mindset and a creative problem-solver with proven success in defining and launching new digital experiences</li><li>Comfortable operating in a gray space and consistently looking for opportunities to innovate and take thoughtful risks to get work done better and faster</li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals</li><li>Highly organized and have a proven ability to prioritize and work under tight deadlines</li><li>Skilled at building relationships, fostering strong teams, and influencing others</li><li>Self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</li><li>Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvement</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver<ul><li>Leading and conducting business analyses to formulate and make recommendations on the evaluation and build of new opportunities to expand our footprint in the health care space</li><li>Collaborate with business partners, development teams, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle</li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication</li><li>Prioritize multiple initiatives and business analysis tasks at the same time</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analysis, Product ManagementFidelity’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. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Consultant, Product Development

<h3>Job Description:</h3>As a Scrum Master/Delivery Lead you blend deep scrum expertise with a passion for constant improvement and Delivery Excellence. In partnership with the Squad Leader and Chapter Leaders you will maintain a backlog, help to remove impediments and lead agile events with a view to leading the team to quality deliverables. You will have responsibility for release management coordination and participate in scaling ceremonies and activities as you manage inter-dependencies across squads and product areas. You will examine and drive team performance through metrics and find opportunities for the squad to realise their full potential. This role often requires coordinating the efforts of multiple systems teams to deliver a seamlessly integrated solution to our customers.<ul><li>Working collaboratively with Workplace Investing product partners and chapter leaders to enable delivery of the squad's mission through well-executed sprints</li><li>Accelerating overall squad performance, efficiency and delivery by engaging within and across squads to find opportunities to improve maturity and metrics</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</li><li>Manage and remediate team blockers, dependencies and risks</li><li>Manage release plans of deliverables against milestones, capacity and delivering Business value, managing expectations with proper escalation, informing key stakeholders using appropriate reporting.</li><li>Managing, coordinating logistics for and participating in agile events (e.g., backlog prioritisation, sprint planning, daily meetings, retrospectives and as appropriate, scrum of scrums)</li><li>Supporting adoption, and consistent use of enabling tools (e.g., Jira, Jira Align, Confluence, MS Teams, Miro)</li><li>Organising and presenting ideas and information logically and concisely to a variety of audiences, including both technical and non-technical individuals</li><li>Working closely with the squad leader and development chapter leader to plan and execute on the highest priority work as per the product roadmap</li><li>Handling multiple, competing priorities simultaneously</li><li>Coaching and mentoring complex squads, regardless of size.</li><li>Participating in a community of practice and providing scrum knowledge to members of your product area and identifying opportunities for continuous improvement within the product area.</li></ul>The Expertise and Skills You Bring<ul><li>Experience working with or in agile teams with good understanding of agile practices which lead to timely delivery of quality products</li><li>Experience working with software development teams</li><li>Experience of managing project deliverables, managing delivery dates and progress</li><li>Advanced Jira experience and knowledge of agile practices</li><li>Bachelor’s degree/undergraduate degree/equivalent required</li><li>Certified Scrum Master (CSM) required</li><li>You possess excellent communication and people-interaction skills, can rapidly build trust and positively influence others at all levels of the organisation</li><li>You demonstrate a continuous improvement approach</li></ul><ul><li>You are an effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery</li><li>You are intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</li></ul>The TeamYou will support one or more cross-functional WI Technology squads while aligned to the WI Scrum Master Chapter. Our mission as a Chapter is to coach, develop, and empower each other to lead development teams that embrace the Agile mindset while providing career guidance and mobility opportunities for Scrum Masters. We are establishing a learning culture that amplifies best practices, delivers consistent, predictable, and impactful results. As leaders who serve, we are building a trusted, collaborative relationship with our partners across Fidelity and embrace customer-focused methodologies that enable innovation and drive product delivery.<h3>Category:</h3>Program/Project Management

Scrum Master

<h3>Job Description:</h3><h3>The Role</h3>Be part of the team delivering innovative HR solutions to our employees and managers. As a senior platform business analyst, you play a vital role in delivering HR solutions to the firm by supporting and improving Fidelity’s compensation strategy. Acting as the point of contact to business partners, this role is responsible for understanding business objectives, priorities and identifying impacts including:<ul><li>Understand the business needs to identify and solution issues</li><li>Configuring and testing the solutions</li><li>Writing test cases and coordinates/completes testing</li><li>Providing product demonstrations</li><li>Balancing the delivery of sprint goals and escalated or highly prioritized tasks</li><li>Collaborating across Squads, Product Areas, Business Partners to implement features and improvements to the compensation product.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree preferred.</li><li>3+ years of business analysis experience</li><li>Experience with Agile methodology and tools a plus.</li><li>Experience with Oracle and SQL a plus.</li><li>Compensation experience a plus.</li><li>Experience in HR and supporting HR platforms a plus particularly in compensation.</li><li>Ability to understand the sophisticated HR ecosystem, its dependencies, and potential downstream impacts.</li><li>Ability to balance sprint related work and delivering on escalated or highly prioritized tasks</li><li>Good communication skills, both verbal and written; ability to implement/facilitate change</li><li>Proven analytical skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>As part of the HR Tools and Platform Chapter you will be part of a cross-functional squad providing support to our operations team, managers, and associates. You also will play a vital role in understanding the needs of our customers by providing innovative solutions to ensure Fidelity is executing on its compensation strategy and providing the best possible experience for our managers and associates.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’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. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Business Analyst, Compensation - HR Tools & Platforms

<h3>Job Description:</h3>Customer Services Representative II- Digital Assets12 month Fixed Term ContractDo you want to work for a fast-paced, growing organization where impactful people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Representative where you will be the key contact in servicing, educating, and resolving day-to-day service and operational needs for customers.The Purpose of Your RoleFidelity Digital Asset® Services is a growing business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to customers and prospects. The Client Service Associate II (CSA) will work within a team structure focused on providing a world-class experience for Fidelity digital asset customers. You will focus on customer satisfaction with specific attention in the areas of overall customer experience, providing technical expertise, problem resolution, and process improvement. CSAs are expected to have strong commitment to teamwork and shared success of the organization.To be effective, you will work closely with the Customer Service team as well as the broader FDAS team including Technology, Operations, etc., to drive customer satisfaction by developing a deeper understanding of their service needs and opportunities. You will also deliver expertise regarding key industry topics that include product, platform, technology, operations, and business management principles. In addition, you will serve as a subject-matter expert in consultation with a wide variety of internal business partners in support of Fidelity’s digital asset capabilities. With your knowledge and commitment, you will become a collaborative and resourceful member of the FDAS team, sharing best practices and creating an outstanding customer experience.The Expertise We’re Looking For<ul><li>Bachelor’s Degree or equivalent experience</li><li>1-2 years of customer service experience in the financial services industry</li><li>Relationship building skills across team, business unit, and national peers</li><li>Familiarity with market mechanics and customer order flow</li><li>Familiarity with digital assets and their unique characteristics</li><li>Demonstrated ability to identify and mitigate potential areas of risk</li><li>Experience consulting and partnering with range of internal business partners</li></ul>The Skills You Bring<ul><li>Your excellent interpersonal, verbal, and written communication skills</li><li>Your ability to work well on teams and in fast-paced, cross-collaborative environments</li><li>Your ability to think analytically and deliver solutions to complex challenges</li><li>Your proven ability to build and leverage internal and external resources</li><li>Your passion for innovation</li><li>Your success in navigating and thriving in a dynamic, growing business</li><li>Ability to teach clients and business partners how to use digital assets trading tools</li><li>Flexible hours, which may include evenings and weekends</li><li>Strong organizational, planning, and time management skills</li></ul>The Value You DeliverAt Fidelity, collaboration isn’t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you’ll deliver are:<ul><li>Meeting operational goals while maintaining a ‘customer first’ mentality</li><li>Optimizing the customer experience and developing long term relationships and partnerships</li><li>Providing exceptional service to customers by executing their requests in an accurate and timely manner</li><li>Driving high satisfaction, quality, and efficiency for both the customer and Fidelity</li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li><li>Support broad enterprise functions by providing expertise in digital assets</li><li>Ability to provide customer solutions to complex operational or trading inquiries</li></ul>How Your Work Impacts the OrganisationFidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help build Institutional relationship capabilities within FDAS and help bring the vision for the future to life.For more like this search "Digital Assets"<h3>Category:</h3>Customer Service

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