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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.The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.&nbsp;The objective of the USCS Control Management Risk ID &amp; Assessment team is to identify risks throughout business processes, systems, and platforms, develop and recommend risk mitigation strategies to address these risks, and proactively flag high risk themes for intervention and control enhancement.&nbsp;USCS is looking for a Sr. Analyst of Risk ID &amp; Assessment focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units and functional areas.&nbsp;&nbsp;The Sr. Analyst, US Consumer Services Risk ID &amp; Assessment:&nbsp;<ul><li>Support BU with identification of risks and spotting areas where product changes or improved controls may be required within New Product Governance (NPG)&nbsp;</li></ul><ul><li>Assist in additional identification of risks throughout business processes and systems (along with business process owners)&nbsp;</li></ul><ul><li>Facilitate Business Units in their risk assessments performance (e.g., Process Self Risk Assessments (PRSAs)) in addition to further assessments and testing / QA programs to ensure regulatory and internal standards are met (e.g., periodic PRSA reviews and update assessment criteria to align with regulatory updates)&nbsp;</li></ul><ul><li>Support control monitoring (supplemental to BU process owners testing) and compile key operational risk trends, activities, and events&nbsp;&nbsp;</li></ul><ul><li>Proactively help identify areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing&nbsp;</li></ul><ul><li>Support thematic risk reporting (levels, trends, causes)&nbsp;&nbsp;</li></ul><ul><li>Categorize controls and map against risks and processes (e.g., cross-BU process-control mapping)&nbsp;</li></ul><ul><li>Support risk management practices within the business&nbsp;</li></ul>Required Qualifications:&nbsp;<ul><li>2+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities&nbsp;&nbsp;</li></ul><ul><li>Project management, communication, and interpersonal skills&nbsp;&nbsp;</li></ul><ul><li>Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards&nbsp;&nbsp;</li></ul><ul><li>Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively&nbsp;&nbsp;</li></ul>Preferred Qualifications:&nbsp;<ul><li>Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous&nbsp;&nbsp;</li></ul><ul><li>Experience in at least one of the following:&nbsp;<ul><li>Supporting identification of operational risks throughout business processes and systems</li><li>Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met&nbsp;</li><li>Supporting independent control monitoring, including identification of control improvements&nbsp;</li><li>Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing&nbsp;</li><li>Compiling thematic risk reporting to provide actionable insights on risk levels, emerging trends and root causes&nbsp;&nbsp;&nbsp;</li></ul></li></ul>Salary Range: $78,000.00 to $124,750.00 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 United States is required as the company will not pursue visa sponsorship for these positions.

American Express

Senior Analyst - Control Management

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.How will you make an impact in this role?The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.The objective of the US Consumer Services Control Management Issues, Events &amp; Remediation team is to ensure timely identification, response, and resolution of risk events and issues to minimize impact, as well as to prevent recurrence through effective remediation and lesson learning.US Consumer Services is looking for a Manager of Issues, Events &amp; Remediation focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.The Manager, US Consumer Services Issues, Events &amp; Remediation will :<ul><li>Support remediation of issues by influencing BU, who own and execute issue/Operational Risk Event (ORE) remediation</li><li>Facilitate investigation and conduct root cause analysis to address repeated issue types</li><li>Perform quality assurance on documentation of issue/ORE type, urgency, severity/impact (e.g., impact analysis), and investigate as necessary to understand and address the root causes</li><li>Triage the areas of remediation process, including tracking progress, validating resolution efficacy, communicating status updates to stakeholders to embed accountability along the process, collaborating with other Operational Risk Management (ORM) teams as necessary</li><li>Review quality assurance of documentation and maintenance of records of issues/OREs and remediations to ensure transparency and accountability in the issue management process</li><li>Analyze trends in issues and events to identify potential systemic risks or control weaknesses within BU processes</li><li>Support the End-to-End (E2E) BU issue resolution process, embedding accountability and ensuring lessons learned are integrated into future ORM practices</li><li>Perform sample testing of issues to ensure resolution is complete and effective</li><li>Opine on specific control enhancements related to issues</li><li>Engage with key stakeholders, including business unit partners and compliance colleagues, to facilitate effective issue management and resolution</li><li>Review and advise on detailed reports on issue status, trends, and outcomes to senior management and governance committees</li><li>Support sharing insights, better practices, themes, etc. across the enterprise</li></ul>Required Qualifications:&nbsp;&nbsp;<ul><li>3+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities</li><li>Strong project management, communication, and interpersonal skills</li><li>Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Proficient analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively&nbsp;</li></ul>&nbsp;Preferred Qualifications:&nbsp;&nbsp;<ul><li>Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous</li><li>Experience in at least one of the following:&nbsp;<ul><li>Scoping, prioritizing, and support remediation of operational issues</li><li>Investigating and conducting root cause analysis to address repeated operational risk issue types</li><li>Performing quality assurance on documentation of operational risk issues and events</li><li>Overseeing BU remediation process for operational risk issues and events</li><li>Reviewing documentation and maintaining records of operational risk issues and events to ensure transparency and accountability</li><li>Supporting and overseeing the BU E2E issue resolution process, embedding accountability and ensuring lessons learned are integrated into future operational risk management practices</li><li>Experience in financial services industry</li></ul></li></ul>Salary Range: $89,250.00 to $150,250.00 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.

Manager - Control Management

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Services Representative - Paramus, NJ

<h3>Job Description:</h3>DIRECTOR – COMPLIANCE ADVISOR | Fidelity Digital AssetsThe RoleWe are looking for a dedicated Director - Compliance Advisor, who among other responsibilities will help lead the development of digital asset AML/CFT and sanctions policies, procedures, governance and standards to ensure FDA complies with heightened financial crimes compliance expectations for digital assets.As a Director, you will be responsible for building a comprehensive first-line of defense program with a focus on building out best practices in financial crimes compliance to support new offerings including policies, procedures, reporting and governance. These requirements are to ensure FDA compliance with regulatory expectations and is critical to our success. We are looking for a collaborative, team-focused Director with a sharp attention to detail that will work within the business and across many functions to ensure appropriate oversight and administration our digital assets.In conjunction with the FDA AML Officer and Financial Crimes Compliance, responsibilities are expected to include:<ul><li>Developing, writing and maintaining policies, procedures and standards for:<ul><li>AML and Sanctions compliance standards for new products and services that may present novel financial crimes risk;</li><li>Transaction monitoring and reporting program tailored to digital assets;</li><li>AML Governance, including the creation of key risk indicators and other metrics for senior management and regulatory reporting;</li><li>Oversight of outsourced service providers, including internal AML and Sanctions support teams; </li><li>Travel Rule and funds transfer compliance</li></ul></li><li>Advising front office colleagues on all issues relating to AML and Sanctions Compliance</li><li>Serving as an essential conduit between the Financial Crimes Compliance Team and the Fidelity Digital Assets front office to assist in the successful implementation of AML and Sanctions compliance initiatives;</li><li>Internal audit and regulatory exam support; </li><li>Developing and providing reporting to senior management and regulators as needed</li><li>Staying well-informed on the evolving regulatory landscape and communicating new and revised regulatory requirements to the business</li></ul>The Expertise and Skills You Bring<ul><li>Established (8+ years) track record of success in financial services including experience with Compliance, AML and Financial Crimes</li><li>Deep knowledge of applicable AML and Sanctions laws and regulations and an understanding of material proposed regulations impacting the field</li><li>Experience with digital assets is required</li><li>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships</li><li>Demonstrated success working collaboratively across various teams, including Compliance, Legal, Operations, Risk and Audit</li><li>Excellent interpersonal, verbal, and written communication skills including ability to tailor communication to stakeholders at various levels</li><li>4-year college degree required</li><li>Great organizational skills and proven ability to balance competing asks according to policy, urgency, and importance</li><li>Proven ability to simultaneously identify, prioritize and address multiple issues and respond to shifts in priorities</li><li>Strong ability to work and flourish in a fast-moving, start-up environment that operates in an uncharted regulatory environment</li><li>Process documentation, including process flows</li></ul>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Digital Asset is an emerging business unit dedicated to serving our existing institutional customers as well as a growing new customer base within the Fidelity enterprise. Fidelity Digital Assets offers a full-service enterprise-grade platform for securing, trading and supporting digital assets, such as bitcoin. Fidelity Digital Assets combines the operational and technical capabilities of the broader Fidelity organization with dedicated block chain expertise to deliver a completely new offering for investors. Fidelity Investments is one of the world’s largest and most diversified financial services providers with more than $7.3 trillion in client assets under administration. Learn more at <a href="http://fidelitydigitalassets.com/" target="_blank">http://fidelitydigitalassets.com</a>.The base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Director - Digital Assets Program Financial Crimes Compliance

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.The Executive Assistant will provide day-to-day administrative support for up to 3 leaders across the Credit and Fraud Risk Control Management organization. Specifically, this role will support the Head of Membership Rewards, the Vice President of Membership Rewards Operations as well as the Vice President of the Cashback Card Portfolio.The ideal candidate must be seasoned and experienced in handling a wide range of administrative related tasks, as well as able to work independently and confidently under pressure. Building strong relationships, being resourceful, and knowing how to navigate large organizations will be critical to success in this position. This position is an integral part of the team and needs to be extremely proactive in anticipating and adapting to the needs of the leaders this role supports and those in need of their time.Key Responsibilities include:<ul><li>Responsible for calendar management on a daily, weekly and monthly basis</li><li>Manage&nbsp;general follow-ups and generating reminders in order to effectively meet deadlines and commitments</li><li>Manage logistics of meeting administration (in-person and Webex)</li><li>Work closely with the other administrative assistants on office operations</li><li>Maintain headcount reporting, organizational charts, team distribution lists</li><li>Manage travel arrangements including air, hotel, car transfers and meeting agendas</li><li>Ensure timely preparation and processing of expense reports and invoices; review expenses submitted to leader for approval and highlight any out of policy spend</li><li>Organize internal and external business meetings, including Town Halls, making all necessary arrangements including sending invites, reserving rooms, and arranging catering as needed</li><li>Other ad hoc administrative work, as needed</li></ul>Minimum Qualifications:<ul><li>Positive attitude, solutions-oriented demeanor, and reliable</li><li>Exceptional organizational, administrative, and interpersonal skills</li><li>Keen attention to detail and a sense of urgency in execution and follow-up</li><li>Ability to prioritize multiple tasks and work autonomously with minimal guidance</li><li>Strong integrity and ability to handle confidential/sensitive information with discretion</li><li>Strong written and verbal communication skills</li><li>Proficiency in Microsoft Outlook and Office, including Word, PowerPoint, and Excel</li><li>Minimum 3-5 years of experience supporting executives with complex calendars and travel</li></ul>Salary Range: $31.49 to $49.28 hourly + bonus + benefitsThe above represents the expected hourly pay 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.

Executive/Administration Assistant - Control Management

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.Enterprise Comms &amp; MarTech Experiences (ECMX) is a global organization that sits within Membership Portfolio Services (MPS) and is a center of excellence with the charter to drive high quality, customer-first communications that accelerate business growth through optimized go to market solutions and the development of best-in-class marketing technology (MarTech) products and processes. We are looking for a Senior Manager of Digital Product Development to join our Marketing Enablement and Transformation team to lead product development efforts as part of a multi-year technology transformation initiative, Flywheel. This person will drive the product strategy and development for Flywheel’s campaign setup experience, partnering closely with key stakeholders across the enterprise to design and implement an integrated, campaign-centric view that will guide colleagues seamlessly through the marketing enablement process.How will you make an impact in this role?<ul><li>Partner with colleagues across the enterprise to define and implement the end-to-end campaign set up journey for marketing experiences</li><li>Lead discovery and requirements gathering efforts with business partners across the consumer and commercial marketing lines of business</li><li>Partner with our Technology organization to define technical solutions and lead product development activities through to launch</li><li>Partner with the MarOps and Marketing organizations to assess operational requirements for the solution</li><li>Prioritize and define a sequenced delivery roadmap that aligns the broader Flywheel priorities </li><li>Work closely with our Change Enablement and Colleague Success organizations to ensure a seamless to go market strategy</li></ul>Minimum Qualifications<ul><li>Minimum of 3-5 years of experience in a product management/product owner function</li><li>Experience working within Agile software development methodologies and supporting tools and frameworks</li><li>Highly skilled communicator and stakeholder manager, able to collaborate with, and influence, teams across technical and non-technical teams of all levels of the organization</li><li>Experience building and launching highly complex, integrated product technology stacks</li><li>Highly organized, with the ability to manage multiple workstreams simultaneously.</li><li>Strong analytical mindset, able to define success metrics and drive continuous optimization</li><li>Ability to quickly pivot and reprioritize as business strategies demand</li><li>Passion for marketing technologies and the evolving external technology landscape</li></ul>Preferred Qualifications<ul><li>Experience with MarTech platforms a plus </li><li>Prior Adobe experience a plus</li></ul>Salary Range: $90,000.00 to $165,000.00 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 United States is required as the company will not pursue visa sponsorship for these positions.

Senior Manager - Digital Product Management

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.How will you make an impact in this role?The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.The objective of the USCS Control Management Risk ID &amp; Assessment team is to identify risks throughout business processes, systems, and platforms, develop and recommend risk mitigation strategies to address these risks, and proactively flag high risk themes for intervention and control enhancement.USCS is looking for a Sr. Analyst of Risk ID &amp; Assessment focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units and functional areas.The Senior Analyst - US Consumer Services Risk ID &amp; Assessment:<ul><li>Assist in additional identification of risks throughout business processes and systems (along with business process owners)</li><li>Facilitate Business Units in their risk assessments performance (e.g., Process Self Risk Assessments (PRSAs)) in addition to further assessments and testing / QA programs to ensure regulatory and internal standards are met (e.g., periodic PRSA reviews and update assessment criteria to align with regulatory updates)</li><li>Support control monitoring (supplemental to BU process owners testing) and compile key operational risk trends, activities, and events</li><li>Proactively help identify areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing</li><li>Support thematic risk reporting (levels, trends, causes)</li><li>Categorize controls and map against risks and processes (e.g., cross-BU process-control mapping)</li><li>Support BU with identification of risks and spotting areas where product changes or improved controls may be required within New Product Governance (NPG)</li><li>Support risk management practices within the business</li><li>Maintain risk dashboards and key risk indicators (KRIs) for ongoing monitoring</li><li>Maintain risk profiles and an updated risk register(s)</li><li>Support sharing insights, better practices, themes, etc. across the business</li></ul>Minimum Qualifications:<ul><li>2+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities</li><li>project management, communication, and interpersonal skills</li><li>Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively</li></ul>Preferred Qualifications:<ul><li>Bachelor's degree in finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous</li><li>Experience in at least one of the following:<ul><li>Supporting identification of operational risks throughout business processes and systems</li><li>Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met</li><li>Supporting independent control monitoring, including identification of control improvements</li><li>Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing</li><li>Compiling thematic risk reporting to provide actionable insights on risk levels, emerging trends and root causes</li></ul></li></ul>Salary Range: $78,000.00 to $124,750.00 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 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

Senior Analyst-Control Management

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.About the Internal Audit Group at American ExpressOur Internal Audit Group is a worldwide function with 300+ team members and offices across nine countries within American Express. Our mission is to protect and enhance organizational value by providing independent, objective, risk-based assurance, advisory services and to influence the way the company manages risk.We are committed to growing our audit staff significantly as we continue to expand and enhance the Internal Audit Group. Our assurance and risk professionals have diverse backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit coverage. In addition, IAG has a Professional Practices group responsible for managing audit operations, quality, and standards; regulatory relations; reporting; training and professional development; and key internal capabilities and technologies.About the Role:The Director of Audit will lead the function responsible for providing strategic support of department-level change initiatives related to enterprise risk framework updates, audit process and system changes, and skills development. This role builds alignment between the internal audit function and enterprise risk management priorities to drive consistent implementation of new audit methodologies, tools, and risk coverage approaches.Key Responsibilities:<ul><li>Audit Portfolio Support:<ul><li>Serve as a central point of contact and coordination for Audit Leader Portfolios, Professional Practices and Risk Transformation PMO to ensure consistency and completeness in audit change execution risk coverage.</li><li>Partner across the Change Director Community to operationalize and update risk universe components, including risk statements, control expectations, and testing approaches standards.</li><li>Facilitate the implementation of enterprise risk framework changes into audit practices.</li></ul></li><li>Change Management &amp; Implementation:<ul><li>Lead planning and execution of change initiatives related to updates in enterprise risk frameworks, taxonomies, and associated control libraries.</li><li>Oversee change management strategies and communications to ensure successful adoption of new tools, templates, or methodologies</li><li>Partner with Product Management, Professional Practices, and Technology teams to drive rollout of new audit platforms, enablement tools, and automation capabilities.</li></ul></li><li>Stakeholder Engagement &amp; Governance:<ul><li>Collaborate with key stakeholders in Risk, Compliance, Technology, and the Business to stay ahead of enterprise changes impacting the audit approach.</li><li>Represent the audit team department in cross-functional forums related to changes being driven from Project ACE and Project Guardian risk taxonomy governance, control standards, and risk oversight initiatives.&nbsp;</li></ul></li><li>Enablement &amp; Training:<ul><li>Work with Audit Training and Professional Practices to ensure timely enablement of audit staff on changes to risk frameworks, tools, and processes.</li><li>Lead knowledge-sharing sessions and develop communications to support upskilling across the department.</li></ul></li><li>Reporting &amp; Monitoring:<ul><li>Establish metrics and dashboards to monitor adoption and effectiveness of implemented changes.</li><li>Provide updates and recommendations to senior leadership on risks, dependencies, and opportunities for continuous improvement.</li></ul></li></ul>Minimum Qualifications:<ul><li>Bachelor’s degree in accounting, Finance, Business, or related field</li><li>8+ years of experience in internal audit, risk management, or controls.</li><li>Strong understanding of risk frameworks control assessment processes, and internal audit methodologies.</li><li>Proven track record leading complex change or transformation efforts within large, matrixed environments.</li><li>Exceptional stakeholder engagement and communication skills.</li></ul>Preferred Qualifications<ul><li>Financial Services experience</li><li>Experience with audit tools and technologies, risk/control libraries, and agile methodology.</li><li>Professional certifications (e.g., CIA, CPA, CISA, CRMA)</li></ul>Key Competencies:<ul><li>Strategic Thinking</li><li>Influence and Collaboration</li><li>Change Leadership</li><li>Project Management</li><li>Risk and Control Expertise</li><li>Operational Execution</li></ul>Salary Range: $123,000.00 to $215,250.00 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 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>&nbsp;Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Audit Director - Change Management | GMNS & GCS

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

Financial Representative - Wayne, NJ

<h3>Job Description:</h3>RoleThe Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 must be obtained within 120 days of hire.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.</li></ul>TeamThe Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.<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.

78 Project Management / Professional Services Jobs in New York, NY, USA