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JOB SUMMARYDrive product growth throughout the Product Lifecycle, gathering and prioritizing product and customer requirements, defining the product vision, and working closely with Product Delivery to deliver winning products. This role will define the data modernization roadmap, vision, and priorities of a suite of internal products, making sure modernization initiatives align with business goals, survey team needs and overall firm data strategy. Additionally, this role will facilitate communication between business, survey and technical teams and establish expectations between the Survey Team and other SullivanCotter and Clinician Nexus teams. Design, communicate and implement policies and procedures to promote efficiency, transparency and top quality in survey work and deliverables in collaboration with the rest of the survey leadership team. Document decisions made by survey governance. Participate in strategic planning regarding methodology and use of technical tools. Preside over meetings as needed. Investigate and review data and deliverables for quality assurance.PRIMARY ACCOUNTABILITIES<ul><li>Drives the data strategy of our internal product modernization initiatives</li><li>Investigates and reviews data and deliverables to ensure top-level quality</li><li>Owns the creation of short and mid-term product roadmap that outlines the product’s development timeline and milestones, as well as communicating and updating the roadmaps and positioning to align with the firm’s vision and strategy</li><li>Prioritizes features/functionality and maintains all activities related to development, testing and training</li><li>Works closely with engineering, design, survey and consulting stakeholders to ensure all stakeholders are aligned around the product vision</li><li>Identifies and implements opportunities for efficiencies and feature enhancement for users processing the data</li><li>Defines and documents the technical requirements for product development (features/functionality) and the timeline (sprints/release dates) in collaboration with the product owner</li><li>Collaborates with other product managers to leverage existing processes, tools and data models</li><li>Collaborates with the data science team to identify and adopt AI-driven methods that enhance data processing and mapping capabilities</li><li>Works with product owner to prioritize features/functionality within a given sprint and define releases</li><li>Tests new survey modernization technology and tools to ensure correct implementation of features and functionality and efficiency of processes prior to launch</li><li>Creates UAT plans, directs UAT and collects stakeholder input for product design and feedback through the UAT process</li><li>Identifies new features based on user testing and feedback</li><li>Creates and maintains documentation/user guides for tech tools</li><li>Keeps internal and external teams and business stakeholders well informed of the health and progress of modernization projects and delivers regular status reporting to stakeholders</li><li>Develops and proposes risk mitigation plans to ensure new technical projects are completed on time with high quality. Makes stakeholders aware (through weekly business meetings, cross-team communication about deadline-sensitive collaboration requirements, and roadmap/check-in meetings) of risks and potential risks with meeting work plan deadlines and/or functionality requirements</li><li>Assists in Survey team knowledge sharing with Data Platform and other technology teams to ensure desired outputs</li><li>Engages in competitor research to understand emerging markets and the scalability and feasibility of new internal product proposals</li><li>Investigates and reviews data and deliverables to ensure top-level quality</li><li>Demonstrates effective client and team relationship skills. Collaborates with consulting partners and survey managers to help define the deliverables</li><li>Sets agenda, prioritizes topics and leads Survey Governance (SGC) analyses and discussion with input from all stakeholders. Responsible for an accurate account of Survey Governance discussions, recording of decisions and follow-up and follow-through on action items</li><li>Works closely with SGC action item owners to make sure they have the resources and information needed to finish action items according to the established timeline and expected deliverables</li><li>Communicates survey governance decisions to all stakeholders</li><li>Serves as liaison between survey and other SullivanCotter teams for communications regarding survey methodologies, policies, and procedures</li><li>Promotes cross-survey collaboration, standardization, and consistency between surveys, when possible</li><li>Aids in the design and implementation of policies governing the collection and processing of SullivanCotter survey data</li><li>Becomes an expert in SullivanCotter’s data, products and services and educates stakeholders on the use and benefits</li></ul>KNOWLEDGE, SKILLS, AND ABILITIESRequired Qualifications<ul><li>BA or BS, with emphasis in data science, statistics, math, engineering, or any other degree with a technical focus&nbsp;</li><li>5+ years of relevant experience in the areas of product management and/or business development in health care with an emphasis on data strategy&nbsp;</li><li>Experience with technical process improvement on large-scale initiatives</li><li>Strong skills and experience with data tools such as Alteryx, Tableau, Excel, and Databricks</li><li>Intermediate programming experience to include R, Python, and SQL</li><li>Self-starter with demonstrated ability to successfully lead complex project deliverables in a driven and changing organization</li><li>Demonstrates ownership of assigned tasks and dedication and perseverance to get the job done</li><li>Flexible, adaptable and the ability to work under tight deadlines or changing needs</li><li>Confidence and the ability to work independently</li><li>Exceptional client service orientation</li><li>Attention to detail</li><li>Collaborative, team player, able to multitask in a virtual and matrixed team-based environment</li><li>Ability to prioritize tasks and projects from a cross-team perspective</li><li>Excellent communication skills</li><li>Inductive reasoning ability to understand downstream consequences of small changes in details</li><li>Detailed knowledge of data quality issues, tests, and solutions</li></ul>Preferred Qualifications<ul><li>MBA or master’s degree</li><li>Basic programming experience, including Alteryx, SQL, Python or R</li><li>Experience in a product management or data analytics leadership role</li><li>Knowledge of the health care industry</li></ul>WORK ENVIRONMENTMay work in the office or remote. Must be physically able to perform the essential functions of the job. SALARY, BENEFITS, AND PERKS<ul><li>Competitive total rewards package&nbsp;</li><li>Medical and dental coverage at&nbsp;no&nbsp;cost to associates and their dependents</li><li>Pre-tax and Roth 401(k) options, Safe Harbor, and Profit-Sharing retirement plans</li><li>Flexible spending accounts</li><li>Generous paid time off (PTO)</li><li>Paid holidays</li><li>Gender-neutral parental leave&nbsp;</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Basic Life/AD&amp;D at no cost to the associate and Voluntary Life and AD&amp;D insurance</li><li>Short- and long-term disability at no cost to associates</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.&nbsp;<ul><li>$115,700.00 - $192,900.00 annual base salary.</li></ul>Our Values In Action: How We CARE We live our values daily through four commitments:<ul><li>Connect: Collaborate selflessly to support others, advance ideas, and solve problems using critical thinking.</li><li>Act: Bring integrity and respect to every interaction—no exceptions.</li><li>Reach: Commit to continuous learning and knowledge sharing that strengthens teams and clients.</li><li>Embrace: Foster inclusion and belonging so everyone can thrive and contribute.</li></ul>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.

SullivanCotter

Manager, Product Data Management

At American Express, our culture is built on a 175-year history of innovation, sharedvaluesand 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.Membership Portfolio Services, within our US Consumer Services Business, is responsible for developing and scaling several growing businesses that are strategically important to American Express. We are developing unique and differentiated ways to strengthen the Membership Model across Amex Offers, Advertising, Dining and Marketing Technology.The Enterprise Comms &amp; MarTech Experiences (ECMX) team is a global organization that sits within Membership Portfolio Services (MPS). It is American Express’ marketing services center of excellence with the charter of powering high quality, efficient, user-centric digital marketing experiences that accelerate business growth through optimized enterprise MarTech &amp; MarOps solutions.You will be joining ECMX’s MarTech organization, focused on providing frictionless, flexible, and flawless marketing and servicing experiences.Reporting to the Vice President, Digital Product Transformation &amp; Planning, this new role will be responsible for defining the long-term vision for our next generation AI and Agentic Marketing capabilities.Key Responsibilities include:<ul><li>Define the AI strategy for marketing technology, including a 2–3-year roadmap that aligns with enterprise priorities and evolving technology trends</li><li>Partner with Product Development, Marketing, and Technology teams to identify, validate, and prioritize high-impact AI use cases across the marketing ecosystem including use cases for enterprise tools like LLM agents, vibe coding</li><li>Evaluate and recommend best-in-class AI capabilities and vendor solutions, leading the due diligence and governance process to onboard external partners</li><li>Lead financial modelling for sizing impact of use cases and tracking value realization and performance metrics</li><li>Champion AI fluency and adoption across MPS, developing training and enablement programs that build capability and confidence in using AI tools</li><li>Lead change management and new ways of working related to AI adoption, in partnership with Marketing Operations, Marketing, and Product teams</li><li>Drive cross-functional collaboration with stakeholders in Marketing, Technology, Risk, Legal, and Compliance to ensure compliance and scalability</li><li>Monitor external trends in AI, GenAI, and marketing innovation, and incorporate insights into Amex’s strategy and roadmap decisions</li></ul>Minimum Qualifications:<ul><li>5–7 years in management consulting, strategy, or innovation roles with exposure to marketing technology</li><li>Strategic, big-picture thinker with deep understanding of AI, GenAI, and marketing technology ecosystems</li><li>Proven experience translating emerging technologies into practical applications and business value</li><li>Strong business acumen and creativity in identifying opportunities for new capabilities, tools, or experiences</li><li>Demonstrated ability to drive transformation across functions, balancing strategic vision with operational rigor</li><li>Strong stakeholder management and consultative skills, with a track record of influencing senior leaders</li><li>Ability to navigate ambiguity and engage in structured thinking in order derive meaningful, data-driven insights</li><li>Excellent oral and written communication skills; ability to simplify complex concepts and bridge business and technical conversations</li></ul>Preferred Qualifications:<ul><li>Minimum 3–4 years of people leadership experience</li><li>Comfortable working in an environment with tight deadlines and managing through making decisions with imperfect information</li></ul>Salary Range: $144,250.00 to $256,250.00 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 ourColleague 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.

American Express

Director - MarTech AI Product Strategy & Program Management

American Express Company seeks Senior Managers, Control Management to work on execution plans for operational risk management within the business unit (BU), including guidelines, project plans. Identify, research, and document operational and financial risks. Track issues with KRI limits and risk appetite to ensure operational risks are managed within agreed thresholds. Monitor risk and control governance forums, interface with org-wide governance processes and committees. Support development of procedures and standards related to the execution of the Operational Risk Management programs. Monitor and ensure integration of regulatory changes and updates into the Operational Risk framework and training materials.Position requires a Master’s degree in Finance, Statistics, Mathematics, Econometrics, Business Administration, Operations Research, Engineering, Computer Science, or a related field, and 2 years of experience with operational risk analysis and management. Experience must include 2 years of experience with each of the following: risk analysis and data analysis throughout product lifecycle; conducting risk assessments and developing operational risk protocols and procedures to comply with regulatory requirements; instituting controls to mitigate operational risk; developing risk mediation and mitigation strategies in the credit card industry; implementing, monitoring, and addressing Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs); deriving business insights utilizing data and analytical tools and platforms, including Archer, JIRA, Rally, and Tableau; and Confluence, Hive, Lumi, Microsoft Office Suite, Oracle, process mapping, process risk assessment, stakeholder management, and SQL. Telecommuting is available up to 2 days per week.Job Location: New York, NY&nbsp;Salary Range: $94,910.00 to $174,750.00 annuallyWe 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>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.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>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider a number of job-related factors, including experience and location.#LI-DNI #FB-DNI #IN-DNI #TW-DNI #GD-DNI

Senior Managers, Control Management

<h3>Job Description:</h3>The Group Fidelity’s Fixed Income division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income division is headquartered in Merrimack, New Hampshire.The RoleReporting to the Global Head of Fixed Income Research, the research analyst will be a primary contributor to the fixed income macro research team that produces opinions and recommendations for actively managed bond and money market portfolios across a wide range of strategies. The analyst will play a key role in delivering opinions and recommendations to inform portfolio duration, interest rate and asset allocation strategies across the Treasury, Corporate and Securitized asset classes. The role involves collaborating closely with members of the fixed income macro team as well as other investment professionals across Fidelity’s asset management division. A strong knowledge of economics, global financial markets, debt and credit dynamics and fixed income asset strategy is essential. In addition, strong communication skills and the ability to formulate and deliver compelling investment conclusions is critical.The Expertise You Bring<ul><li>Experience of 5+ years in financial markets, preferably within the fixed income asset class</li><li>Demonstrated understanding of economics, debt instruments, credit cycle dynamics and global asset flows</li><li>Ability to apply macroeconomic trends to inform asset allocation recommendations within the broader fixed income asset classes</li><li>Creativity and aptitude to find, procure and work with data sets to analyze fundamental, technical and valuation factors in various fixed income asset classes</li><li>Ability to run an entrepreneurial research effort while being embedded in a tight-knit team environment is critical</li><li>Experience translating analytical approaches into clear conclusions and connecting them to investment recommendations</li></ul>The Skills and Knowledge Required<ul><li>Outstanding written and verbal communications skills</li><li>Team player with excellent interpersonal skills and a proactive work ethic</li><li>Ability and confidence to work effectively in both in group settings and independently</li><li>Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs</li><li>Strong intellectual curiosity and interest in global events, history, economics, and finance</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost 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

Macro Research Analyst

<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><h3>Certifications:</h3>Series 07 - 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.

Financial Consultant- Little Rock, AR

<h3>Job Description:</h3>Are you ready to use your life experience to make a bigger impact?Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.<ul><li>Robust &amp; formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients</li><li>Structured study sessions working to obtain your Series 7 &amp; Series 66 licenses</li></ul>Whether you’re new to the industry or returning to a career in financial services, you’ll receive <ul><li>Customized coaching and development for a career in financial planning</li><li>Generous, predictable compensation throughout the program</li></ul>Starting over or starting again - let us support you.Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Experience We’re Looking For<ul><li>5 or more years of successful sales experience in another industry</li><li>Keen ability to present complex solutions or products to a sophisticated client base</li><li>Degree and/or other professional certifications highly preferred, but not required</li></ul>The Skills You Bring<ul><li>Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future</li><li>You are comfortable working in an energetic sales environment</li><li>Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive</li><li>Motivated by results, you take initiative and exceed expectations</li></ul>The Value You Deliver<ul><li>Supporting our client 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>Continue to make a positive impact on your community while honing your professional skills and experience</li></ul>How Your Work Impacts the OrganizationWorking in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. At Fidelity, you’ll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You’ll be making a difference while moving your career in an exciting new direction!<h3>Certifications:</h3>Series 07 - 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.

Financial Consultant I  - The Woodlands, TX

<h3>Job Description:</h3>The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.The expertise and skills you bring<ul><li>CFA or CIMA preferred. </li><li>10+ years of experience in relationship management, distribution, or business development with in asset management.</li><li>Series 7 and 63 licenses required</li><li>Client-first mindset with the ability to develop trusted partnerships at senior levels</li><li>Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.</li><li>Establish credibility with clients as an investment resource across asset classes</li><li>Exceptional communication, negotiation and presentation skills</li><li>Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution</li><li>Ability to travel up to 50%</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver:<ul><li>Lead growth and retention efforts across a portfolio of institutional insurance clients.</li><li>Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.</li><li>Asset Class expertise positioning various thought leadership and investment product topics</li><li>Thrive in a team environment of strong investment professionals within the Relationship Manager Team</li><li>Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.</li><li>Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner</li></ul>The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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.

VP - Relationship Management, Insurance/Sub Advisory

<h3>Job Description:</h3>The RoleThe Financial Institutions Group (FIG) is seeking a Director, Relationship Manager, to provide investment coverage to home office and regional office personnel at leading financial institutions, with a focus on liquidity management solutions. The Relationship Manager will have responsibility for their own subset of assigned accounts, as well as work alongside other Fidelity Institutional and Institutional Wealth Management Relationship and Key Account Managers to deepen client relationships, expand investment product placement and target distribution opportunities. In addition to liquidity management clients, this role may include coverage responsibilities across the Institutional Insurance and Defined Contribution Investment Only (DCIO) segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.The Relationship Manager is the client facing interface to key decision makers, as well as sales and account managers at FI’s intermediary clients and should therefore be able to clearly articulate and promote Fidelity’s investment capabilities and investment centric thought leadership to advance and defend our investment presence within the client firm’s offerings and its related distribution system. The Relationship Manager will coordinate across Fidelity to ensure the client’s needs are addressed and that Fidelity business partners clearly understand the client and the investment opportunities presented by the firm and their advisors. Core responsibilities:<ul><li>Development and execution of overall firm segmented strategy</li><li>Expansion of Fidelity Institutional’s investment product availability at key distributors inclusive of but not limited to Liquidity Solutions, Mutual Funds, Sub-advised, CIT’s and Alternative Investments</li><li>Collaboration with internal representatives across Fidelity Institutional, Institutional Wealth Management Services, Assets Management Solutions, and investment specialists to promote new and defend existing relationships</li><li>Expand and/or deepen executive engagement at covered firms</li><li>Successfully partner with the Sr. Relationship Manager and Key Account Manager to meet all segmented client needs and execute on the team strategy</li><li>Seeking a high level of client satisfaction by successfully providing best-in-class service</li><li>Ability to travel up to 50%</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Expertise and skills you bring<ul><li>CTP, CFA or CIMA designations are a plus</li><li>Series 7 and 63 licenses are required</li><li>5 years of experience working in the financial industry</li><li>Institutional experience in the intermediary market and/or short-term fixed income trading is highly preferred</li><li>Demonstrate strong investment acumen</li><li>Demonstrate a strong understanding of short-term markets, FOMC policy, corporate investing, and industry platform liquidity solutions</li><li>Ability to quickly establish credibility with clients as an investment resource</li><li>Effective listening, communication, and presentation skills</li><li>Committed to constant self-improvement and exhibit a competitive drive</li><li>Operate in a fast-paced environment where team coordination and rapid response is essential</li><li>Extremely resourceful, organized, and can prioritize multiple priorities</li><li>Ability to travel 50% or more in any given month</li></ul>The TeamFidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels. With Fidelity being the largest manager of money market funds globally, the team works across all internal Fidelity channels as well as multiple market segments and lines of business these leading financial service providers.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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.

Director - Associate Relationship Manager, Liquidity 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 Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description Job Summary: Harvard University Information Technology (HUIT) is a community of Information Technology professionals committed to delivering service and technological solutions in support of teaching, learning, research and administration. We are recruiting an IT workforce that has both breadth in their ability to collaborate and innovate across disciplines – and depth in specific areas of expertise. HUIT offers opportunities for IT professionals to learn and work in a unique technology landscape and service-focused environment. If you are a technically proficient, nimble, user-focused, and accountable IT professional who also connects with the importance of collaborating well in a team environment, we are looking for you!&nbsp;The Executive Coordinator reports to the Chief of Staff and provides advanced executive support to members of the Harvard University Information Technology Senior Leadership Team (HUIT SLT), with a focus on strategic planning, coordination, and alignment across leaders while managing day-to-day logistics. This role requires exceptional judgment, discretion, and a high level of independence, along with the ability to The Executive Coordinator reports to the Chief of Staff and provides advanced executive support to members of the Harvard University Information Technology Senior Leadership Team (HUIT SLT), with a focus on strategic planning, coordination, and alignment across leaders while managing day-to-day logistics. This role requires exceptional judgment, discretion, and a high level of independence, along with the ability to anticipate needs, reflect the principal’s voice and priorities, and consistently present a polished, professional demeanor in all interactions.As part of the HUIT Administration team, the Executive Coordinator collaborates closely with peers to ensure consistent, high-quality service and cross-coverage for multiple leaders.&nbsp;Job-Specific Responsibilities: <ul><li>Provide daily and long-term executive support by managing complex calendars, anticipating conflicts and dependencies, preparing leaders for upcoming priorities, and connecting related activities across the leadership team.</li><li>Independently manage competing scheduling demands, recommend prioritization, and make trade-off decisions to ensure leaders focus on the highest-value activities.&nbsp;</li><li>Prepare meeting agendas, briefing materials, and follow-up notes, tailoring content, tone, and format for how information will be consumed (e.g., executive brief, email summary, talking points).&nbsp;Maintain accurate and confidential records, documentation, and communication flows.</li><li>Anticipate the principal’s needs and prepare polished, well-organized materials that reflect their voice and priorities.</li><li>Support planning and execution of meetings, retreats, and events. Coordinate and manage travel, reimbursements, and financial reconciliations.</li><li>Collaborate with colleagues to provide seamless support for the Senior Leadership Team and ensure continuity of operations, providing coverage as needed.&nbsp;&nbsp;</li><li>Coordinate with stakeholders across HUIT and the University to align executive activities with institutional priorities and ensure smooth collaboration.&nbsp;</li><li>Design and streamline processes and materials with the end user in mind – saving time, simplifying follow-up, and supporting decision-making for the principal.&nbsp;</li></ul> Qualifications Basic Qualifications: <ul><li>A cover letter is required.&nbsp;</li><li>Minimum of five (5) years of administrative support experience, including at least three (3) years supporting senior leadership.</li><li>Proficiency with Microsoft Office, Google Workspace, Zoom, and other collaboration tools.</li></ul>Additional Qualifications and Skills: <ul><li>Exceptional organizational, communication, and writing skills, with the ability to synthesize complex information for executive audiences.</li><li>Demonstrated ability to exercise sound judgment, manage competing priorities, and maintain confidentiality with discretion.</li><li>High level of professionalism, organizational awareness, and interpersonal effectiveness.</li><li>Experience in higher education, mission-driven, or large, complex environments preferred.</li><li>Demonstrated strengths in:</li><li>Executive Perspective: Considers how work products will be used, ensuring they are accurate, actionable, and aligned with the principal’s communication style.</li><li>Anticipation: Thinks several steps ahead to minimize the principal’s effort and maximize impact.</li><li>Efficiency Mindset: Designs processes, documents, and communications that save time and effort for others.</li><li>Polished Communication: Produces materials that require no additional editing, formatting, or context.</li></ul> Additional Information <ul><li>For consideration, please include a cover letter.</li><li>This role is&nbsp;a fully onsite, 5-day-per-week, 40-hour-per-week position</li><li>Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment screening required</li><li>This role will have a 90 day orientation and review period</li><li>As part of the recruitment process, candidates selected for further consideration may be required to submit writing samples and or additional materials.</li></ul>Work Format DetailsThis position has been determined by school or unit leaders that all duties and responsibilities must be performed at a Harvard or Harvard-designated location. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
Salary Grade and RangesThis position is salary grade level 056. 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/sites/g/files/omnuum3356/files/2025-07/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.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/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 policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/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.

Harvard University FAS Human Resources

Executive Coordinator HUIT

We are seeking a focused people-leader with a passion for retail who is energized by the opportunity to be a visible, working manager in the grocery department, as well as the front-end of the store. In this role, you will take on a variety of hands-on responsibilities, putting in the work in a fast-paced environment to develop the skills that will bring you to the next level of management. Designed as a learning role with the ultimate goal of continuing up the Dierbergs career ladder, as a Manager Trainee, you will learn all aspects of the grocery business, from customer service to operations. Additionally, you will learn how to Be Dierbergs, fostering a culture where you and others feel welcome, included, and celebrated. In this role, your responsibilities will include: <ul><li>Holding yourself accountable to a self-directed training program to gain the skills, knowledge, and expertise required to efficiently oversee the grocery and front-end department</li></ul> <ul><li>Acting as boots-on-the-ground support and backup for Associates across store departments, from the front-end of the store to the backroom</li></ul> <ul><li>Partnering closely with our Core Management team to lead, direct, and supervise Associates, fostering a positive team environment</li></ul> <ul><li>Responding to and resolving Associate issues including, but not limited to, addressing schedule concerns, holding Associates accountable for job performance, and handling customer complaints</li></ul> <ul><li>Building and maintaining relationships with vendors and assisting the Core Management team in holding vendors accountable to Dierbergs standards</li></ul> <ul><li>Providing exceptional customer service, ensuring a positive shopping experience for customers</li></ul> <ul><li>Collaborating with our Core Management team to understand variables that impact store profitability and assists with controlling such variables, including gross margin, inventory control, and operating expenses</li></ul> <ul><li>Assisting in payroll management, Associate scheduling, inventory and ordering, and vendor partnerships</li></ul> <ul><li>Acting as a Store Manager in their absence, demonstrating real-time leadership and decision-making skills</li></ul> <ul><li>Other duties as assigned</li></ul> Qualifications for Success: <ul><li>2+ years of supervisory experience in retail, grocery, food service, or hospitality</li></ul> <ul><li>High school diploma or GED required; college degree preferred</li></ul> <ul><li>Strong problem-solving, decision making, and conflict management skills</li></ul> <ul><li>Excellent leadership abilities, with the capacity to motivate others and foster a positive team environment</li></ul> <ul><li>Drive to stay busy and visible as a working manager</li></ul> <ul><li>Meeting and maintaining Dierbergs standards for professionalism and appearance</li></ul> <ul><li>Proven track record of dependability and reliability in previous roles</li></ul> <ul><li>Strong moral compass and ability to make ethical decisions, even in challenging situations</li></ul> <ul><li>Flexibility to accommodate a varied schedule, including nights and weekends, to support operational needs.</li></ul> <ul><li>Must be willing to transfer to any available store location within the St. Charles and St. Louis Metropolitan area</li></ul> Physical Requirements: <ul><li>Ability to lift and carry up to 50 lbs. occasionally and up to 20 lbs. frequently</li></ul> <ul><li>Ability to push and pull up to 90 lbs. of force occasionally</li></ul> <ul><li>Constant: Standing, handling, &amp; forward reach</li></ul> <ul><li>Frequent: W alking, bending, kneeling, stooping, squatting, handling, head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel</li></ul> <ul><li>Occasional: Sitting and climbing</li></ul> Why Dierbergs is different: <ul><li>Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family.</li></ul> <ul><li>You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community.</li></ul> <ul><li>As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success.</li></ul> <ul><li>This is a stepping-stone role, with frequent progress reviews and moves designed to capitalize on your strengths and interests. You may also be considered for an Assistant Department Manager or Manager Trainee role.</li></ul> What's in it for you? <ul><li>Health and retirement benefits, including medical, dental, vision, 401(k) and pension plans</li></ul> <ul><li>Paid time off provided, including vacation and personal days</li></ul> <ul><li>Weekly pay</li></ul> <ul><li>Flexibility to help accommodate a healthy work/life balance</li></ul> <ul><li>Growth opportunities to support career advancement</li></ul> <ul><li>Associate-only savings, free products, bonus points, sweepstakes, and more - being a part of our team has its perks with Dierbergs Rewards</li></ul> <ul><li>Associate Perks Program in partnership with Working Advantage</li></ul> <ul><li>Discounts at Starbucks kiosks within select locations</li></ul> At Dierbergs, we value individuals who embody our core BEhaviors : Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

829 Project Management / Professional Services Jobs