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<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant - Morristown, NJ

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.American Express US Consumer Services (USCS) 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 Process Risk Reduction team is to drive high-impact change to mitigate operational risk, stepping in when significant issues or events occur to improve processes and controls in partnership with business and technical leaders across the enterprise.How will you make an impact in this role?You will be joining a high priority and high visibility program management team that touches many teams within USCS and across American Express. The successful candidate will be responsible for providing program and change management support across deliverables and ensuring we seamlessly advance the business unit to an elevated risk management model. This individual will ensure the timely and structured management of the multi-year program for USCS. The role involves critical coordination across USCS workstreams, business unit leaders, and extensive collaboration with partners in second-line, third-line, and supporting areas to ensure we continue maintaining the highest levels of control and compliance standards.&nbsp;Core Responsibilities<ul><li>Support an E2E cross-functional workplan enabling the delivery and oversight of project deliverables</li><li>Partner with Marketing, Product, Servicing, Compliance, Legal, Control Management, Technologies, 2LOD/3LOD and other key stakeholders</li><li>Serve as the program management function, acting as a conduit between USCS sponsors/leads and the critical workstreams delivering on project mandates </li><li>Track milestones, timelines, and deliverables across all workstreams, maintaining the master delivery plan including managing and documenting changes to plan and timelines.</li><li>Prepare regular status updates and dashboards for stakeholders, escalating risks and delays as required</li><li>Maintain the RAID (Risks, Assumptions, Issues, Dependencies) log, ensuring items are actively managed, updated, and escalated appropriately</li><li>Act as the day-to-day point of contact for delivery leads, risk teams, and other contributors to gather updates, share information, and resolve blockers</li><li>Support governance activities, including reporting packages, capturing actions and decisions, and ensuring timely follow-ups</li><li>Maintain well-organized and up to date program documentation, ensuring accuracy and accessibility for all stakeholders</li><li>Execute on protocol for capturing all key artifacts including approvals and evidence of task completion to support appropriate milestone completion, in line with Enterprise PMO guidance</li></ul>Minimum Qualifications<ul><li>Proven experience in project management/coordination through to execution, with strong organizational skills and keen attention to detail </li><li>Comfortable operating in a fast-paced, highly complex environment and navigating between competing priorities and whilst accelerating program knowledge</li><li>Excellent written and verbal communication and relationship management skills to effectively partner with key program stakeholders to drive successful program delivery </li><li>Experience in preparing materials for senior stakeholders and committees </li><li>High level of integrity with ability to handle sensitive issues with complete confidentiality&nbsp;</li><li>Familiarity working in a risk and control or regulatory environment and knowledge of commercial payments industry &amp; economics is a plus</li></ul>Annual Range: $80,000.00 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.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.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>

American Express

Senior Manager, Governance & Program Management

At American Express, our culture is built on a 175-year history of innovation, shared&nbsp;values&nbsp;and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.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 SOX Governance and Advisory team within Controllership (1LOD) plays a critical role in supporting the enterprise by developing and executing a risk-based plan to assess and enhance the company’s internal controls over financial reporting.&nbsp;The team utilizes a robust governance framework and testing program to manage financial reporting risk in compliance with the company’s 2LOD objectives and requirements of the Sarbanes Oxley Act.The team is looking for a Manager of SOX Advisory &amp; Analytics to help ensure SOX requirements are effectively integrated with the control environment of the enterprise. This role will work with the broader team to leverage the new Risk and Control Self-Assessment framework to ensure the appropriate assessment of risk and design of SOX controls. The success of this role involves driving results through extensive engagement and close collaboration with multiple stakeholders including Operational Risk Management (ORM), Business Unit Control Management teams, business process owners, controllership functions, internal audit and external audit teams.The Manager SOX Advisory and Analytics will:<ul><li>Review, assess risk and evaluate AXP business processes for financial reporting risk collaborating with stakeholders across enterprise including BU Control Management, Business process owners and 2nd Line of defense.&nbsp;</li><li>Utilize a risk-based approach to evaluate high risk areas having internal controls over financial reporting (ICFR) impact</li><li>Understanding and documenting ICFR impact across business and financial processes in the form of SOX Narratives through SOX walkthroughs.&nbsp;</li><li>Ensure appropriate coverage and design of SOX controls including report writing skills on key findings and socialization thereof with multiple stakeholders&nbsp;</li><li>Lead conversations with risk program leads and 2LOD to assess strategy for integrating ICFR needs into the risk framework from time to time.&nbsp;</li><li>Provide technical SOX and ICFR guidance and advisory to the AXP enterprise through targeted trainings to increase awareness and understanding of SOX including internal control framework.&nbsp;</li><li>Provide SOX risk advisory specific support to enterprise-wide large-scale initiatives including&nbsp;new products, and capabilities.</li><li>Advise Business Tech partners around implementation and delivery of automated solutions processes, which impact AXP’s internal controls over financial reporting</li><li>Compile best practices and learnings from historical initiatives, and leverage to support risk identification</li></ul>Minimum Qualifications:<ul><li>A minimum of 6+ years of financial/accounting/internal audit/public accounting/operational risk experience across Finance, Risk, Control, Audit or Business/Operations functions</li><li>CPA or equivalent qualification</li><li>Strong understanding of Risk and Controls, Audit Approach, SOX; Process Self-Assessment and Operational Risk Management</li><li>Strong understanding of financial reporting risk and requirements of the Sarbanes-Oxley act as well as internal control frameworks (e.g., COSO)</li></ul>Preferred Qualifications:<ul><li>Demonstrated experience understanding risk assessment of IT processes, examining IT controls, and evaluating their design and operational effectiveness</li><li>Knowledge of Business intelligence Tools, such PowerBI, Tableau, advanced excel&nbsp;</li><li>Excellent project management, communication, and interpersonal skills, with an ability to interact and obtain buy-in from senior counterparts</li><li>Demonstrated ability to lead change: change management experience.</li><li>Experience within financial services industry</li><li>People leadership, ability to collaborate, influence and manage without authority to achieve successful outcomes.&nbsp;</li><li>Strong analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively.</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Manager - Risk 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?Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also they do preventive work to avoid future overdues with accounts that have a high exposure.<ul><li>Implement data management requirements as per the Enterprise Data Policies within various critical Finance systems/processes.</li><li>Support implementation of PRSA / RCSA controls and ensure effective controls exists on the data management processes.</li><li>Support various audits, reviews, or examinations performed on Finance Data Governance processes and remediation of findings or gaps identified in the data governance and management processes.</li><li>Support implementation of various projects impacting data management and/or process improvement initiatives to make Finance Data Governance more effective and efficient.</li><li>Making sure appropriate documentation exists for data governance and management processes.</li><li>Prepare presentation for senior leadership. </li></ul>Minimum Qualifications<ul><li>2+ years of work experience in Banking/Financial Services.</li><li>Bachelor’s degree in finance/accounting.</li></ul>Preferred Qualifications<ul><li>Prior experience with implementation of data governance and data quality programs is preferred.</li><li>Understanding of process and data controls, gap identification, and their remediation.</li><li>Working knowledge of Agile methodology and delivery concepts or other project management methodologies.</li><li>Strong relationship management and excellent written and verbal communications including experience in making PowerPoint presentations.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects concurrently.</li><li>Strong excel and other technical skills.</li><li>Strong analytical and problem-solving skills.</li><li>Ability to collect business requirements and use them to guide implementation of a technical solution.</li></ul>Salary Range: $55,000.00 to $110,000.00 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.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.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>

Analyst - Data Governance & 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.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.As part of the Financial Reporting Quality Assurance Organization (FRQA) within Corporate Controllership, this role is responsible for bringing and managing data under governance for Finance.Finance Data Governance (FDG) team is leading the effort of defining the future roadmap for data governance within Finance and ensuring that trusted information is used for critical processes, decision making, and accounting across various finance processes.As a FDG Manager, you will support the development and implementation of solutions in accordance with the Enterprise Data Governance policy and framework. You will partner closely with Finance Technology Transformation, Enterprise Data Governance, Controllership, Risk, and other teams to drive data governance and data quality within Finance.The FDG Manager is a collaborator, a well-organized, action-oriented individual with exceptional leadership and time management skills, confident in presenting, facilitating, and building a network of strong relationships across our organization.Key Responsibilities:&nbsp;<ul><li>Finance Data Governance in compliance with the Enterprise Data Governance Policy ensuring the appropriate accountability model and processes for data asset management, metadata management, data quality, and issue resolution.</li><li>Participate in all aspects of Data Governance including data activation steps, compliance with&nbsp;data standards and privacy regulations.</li><li>Support strategic improvements to data assessment process and making necessary enhancements to data analytical and data quality tools.</li><li>Lead root-cause-analysis of data quality issues and support in remediation of Audit and Regulatory feedback.</li><li>Support development, validation, and maintenance of business glossary, data integration, data lineage, and data management activities</li><li>Partner with various departments and stakeholders to foster a strong data governance culture and integrate data governance management considerations into strategic planning processes.</li><li>Evaluate new projects, products, emerging technology use cases for potential impacts to the Company's strategy.</li><li>Project Management: Manage data governance projects from inception to completion, including planning, execution, monitoring, and reporting, ensuring alignment with organizational goals and&nbsp;timelines.</li><li>Communicate data governance assessment findings, oversight activities, and recommendations clearly and concisely to different audiences, including senior management.</li><li>Participate in cross-functional teams and projects related to strategic initiatives and Finance Data Governance enhancements.</li></ul>Minimum Qualifications&nbsp;<ul><li>2-5 years of experience in data governance, data management, regulatory or related roles, preferably within the financial services industry.</li><li>Master’s degree in finance/Accounting.</li><li>Technical and data analysis skills with prior experience with SQL.</li><li>Demonstrated understanding of metadata practices such as data lineage, data dictionaries, business glossaries, Data Quality rules, source system inventories, etc.</li><li>Demonstrated working knowledge of Agile methodology and delivery concepts or other project management methodologies including SDLC.</li><li>Strong relationship skills and communication is essential as the role require partnering with multiple groups e.g., Business process owners, Technologies, and Enterprise Data Governance.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects concurrently within tight deadlines.</li><li>Ability to be flexible, prioritize multiple demands, and effectively manage in a matrix organization.</li><li>Experience of a wide range of architectures/platforms.</li><li>Proven ability to manage multiple projects simultaneously, with strong organizational and time-management skills. </li></ul>Preferred Qualifications&nbsp;<ul><li>Experience of Finance, Banking, or similar industries is a strong plus.</li><li>Prior experience of data governance, metadata, and data lineage tools such as, Collibra, MANTA is strongly preferred.</li><li>Knowledge of data governance practices, business and technology issues related to management of enterprise information assets is strongly preferred.</li><li>Project Management Professional (PMP) certification is desirable.</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.*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. 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>Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.

Manager - Data Governance & 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.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.As part of the Financial Reporting Quality Assurance Organization (FRQA) within Corporate Controllership, this role is responsible for bringing and managing data under governance for Finance.Finance Data Governance (FDG) team is leading the effort of defining the future roadmap for data governance within Finance and ensuring that trusted information is used for critical processes, decision making, and accounting across various finance processes.As a FDG Manager, you will support the development and implementation of solutions in accordance with the Enterprise Data Governance policy and framework. You will partner closely with Finance Technology Transformation, Enterprise Data Governance, Controllership, Risk, and other teams to drive data governance and data quality within Finance.The FDG Manager is a collaborator, a well-organized, action-oriented individual with exceptional leadership and time management skills, confident in presenting, facilitating, and building a network of strong relationships across our organization.Key Responsibilities:&nbsp;<ul><li>Finance Data Governance in compliance with the Enterprise Data Governance Policy ensuring the appropriate accountability model and processes for data asset management, metadata management, data quality, and issue resolution.</li><li>Participate in all aspects of Data Governance including data activation steps, compliance with&nbsp;data standards and privacy regulations.</li><li>Support strategic improvements to data assessment process and making necessary enhancements to data analytical and data quality tools.</li><li>Lead root-cause-analysis of data quality issues and support in remediation of Audit and Regulatory feedback.</li><li>Support development, validation, and maintenance of business glossary, data integration, data lineage, and data management activities</li><li>Partner with various departments and stakeholders to foster a strong data governance culture and integrate data governance management considerations into strategic planning processes.</li><li>Evaluate new projects, products, emerging technology use cases for potential impacts to the Company's strategy.</li><li>Project Management: Manage data governance projects from inception to completion, including planning, execution, monitoring, and reporting, ensuring alignment with organizational goals and&nbsp;timelines.</li><li>Communicate data governance assessment findings, oversight activities, and recommendations clearly and concisely to different audiences, including senior management.</li><li>Participate in cross-functional teams and projects related to strategic initiatives and Finance Data Governance enhancements.</li></ul>Minimum Qualifications&nbsp;<ul><li>2-5 years of experience in data governance, data management, regulatory or related roles, preferably within the financial services industry.</li><li>Master’s degree in finance/Accounting.</li><li>Technical and data analysis skills with prior experience with SQL.</li><li>Demonstrated understanding of metadata practices such as data lineage, data dictionaries, business glossaries, Data Quality rules, source system inventories, etc.</li><li>Demonstrated working knowledge of Agile methodology and delivery concepts or other project management methodologies including SDLC.</li><li>Strong relationship skills and communication is essential as the role require partnering with multiple groups e.g., Business process owners, Technologies, and Enterprise Data Governance.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects concurrently within tight deadlines.</li><li>Ability to be flexible, prioritize multiple demands, and effectively manage in a matrix organization.</li><li>Experience of a wide range of architectures/platforms.</li><li>Proven ability to manage multiple projects simultaneously, with strong organizational and time-management skills. </li></ul>Preferred Qualifications&nbsp;<ul><li>Experience of Finance, Banking, or similar industries is a strong plus.</li><li>Prior experience of data governance, metadata, and data lineage tools such as, Collibra, MANTA is strongly preferred.</li><li>Knowledge of data governance practices, business and technology issues related to management of enterprise information assets is strongly preferred.</li><li>Project Management Professional (PMP) certification is desirable.</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 U.S. is required as the company will not pursue visa sponsorship for these positions.

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.American Express Global Commercial Services (GCS) enables businesses globally to pay for and finance what they need to grow their businesses. GCS provides a suite of payment and lending products, solutions for travel and everyday business spending, cross border payments, global currency solutions, and business financing.GCS is dedicated to the success of businesses big and small with the vision to be essential to our customers’ businesses every day. As part of GCS Products, the Product Business Operations (PBO) team supports operational processes, issue management, servicing readiness, customer experience monitoring, controls, and risk governance. We are focused on delivering great product experiences in the right way with the appropriate level of risk and oversight.At a time when the entire company is focused on ensuring compliance across its processes, products and programs, this exciting Senior Analyst role on the Product Business Operations team will play a big role in managing risk and building, maintaining and testing controls for the Corporate Card team within Corporate Product Management. In addition to the Corporate Card products, this will include MR and loyalty benefits, spend enablement features and Amex Lens products. The ideal candidate will work in partnership with Product Management, mitigating risk to ensure they are able to deliver on their promise to customers in a compliant manner. This role will also partner closely with our Control Management, Legal and Compliance partners.Key Responsibilities:&nbsp;Working with your senior manager to: <ul><li>Refresh Standard Operating Procedures for all processes.</li><li>Review and refresh PRSAs to ensure they are inclusive on sufficient controls to run the business.</li><li>Support Control Management efforts in migrating from PRSAs to RCSAs for specified processes.</li><li>Support execution of required smart monitoring. </li><li>Perform quality assurance for quarterly control testing to ensure all test procedures are executed accurately. </li><li>Support audit/exam coordination in partnership with Control Management for internal audits, reviews and ad hoc requests as well as external exams. </li></ul>Minimum Qualifications:<ul><li>2 years’ experience in product operations, product management or project management</li><li>Customer-first mentality </li><li>Outstanding relationship management and communication skills</li><li>Strong attention to detail</li><li>Ability to collaborate across large cross functional teams</li><li>Positive, flexible, proactive and grace under pressure</li><li>Bachelor's degree</li></ul>Preferred Qualifications<ul><li>·Governance, compliance or operational risk experience</li></ul>Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Senior Analyst-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 Technology Workforce team is a center of excellence (COE) that is tightly aligned with and supports the strategic talent objectives of the Technology organization. As our Technology organization continues to grow so must our workforce strategy. The Director of Strategic Workforce Planning (SWP) will be instrumental in how we transform our workforce strategy to ensure we have the right talent, in the right place, at the right time, to meet the delivery needs of the company.To ensure we attract, grow, and develop our talent intentionally, the Director will lead a team that partners with members of the executive Technology Leadership Team (TLT), and their direct reports to inform them of the key performance indicators (KPIs) critical to achieve their multi-year aspirations. By generating rich insights, trends and sharing best practices, the Director will build strong relationships and influence the outcomes and goals by taking a data driven and action-oriented approach.The Director will also be a key enabler of, and contributor to, our transformation journey - to elevate our insights through bringing or developing an external perspective, and a continuous improvement mindset. They will be accountable for the execution and governance against the Strategic Workforce Plan (SWP) for in-year and future strategy planning, leading a multi-year workforce refresh for the TLT stakeholders.Responsibilities:<ul><li>Enabling a systematic process of analyzing, forecasting, and planning their workforce.</li><li>Leveraging and driving best practices utilizing the workforce modelling and dashboard capabilities.</li><li>Determining the supply and demand to meet delivery needs.</li><li>Generating insights, trends, and actions to meet in year and multi-year goals.</li><li>Governance of our monthly reporting and mechanisms for stakeholder input and feedback.</li><li>Partner closely with Technology Finance and other related Technology transformation programs to ensure consistency in data usage and reporting.</li><li>Use external bench marking data to identify solutions and drive talent recommendations.</li></ul>Minimum Qualifications:<ul><li>Bachelor’s degree</li><li>Experience with analytics and the ability to draw conclusions and make inferences from the data.</li><li>Analytical mindset with the ability to develop; measurable goals to track success.</li><li>Excellent communication and influencing skills required, experience with senior stakeholder management.</li><li>Highly organized with experience running large scale programs</li><li>Experience working with external third parties and building strong relationships and leading teams.</li></ul>Preferred Qualifications:<ul><li>Strategic Workforce Planning experience preferred</li><li>Experience consulting or experience working closely with technology teams.</li></ul>Salary Range: $145,000.00 to $230,000.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.*Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.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>

Director - Program Management; Strategic Workforce Planning

<h4>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.</h4><h4>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</h4><h4>The Global Risk &amp; Compliance Organization (GRC) is an independent risk management function, led by the Chief Risk Officer, with the objective of ensuring that American Express operates in a safe, sound, and fully compliant manner with all applicable regulatory expectations. GRC creates and maintains the overall risk management framework, performs independent risk management assessments, and monitors applicable risks.</h4><h4>Colleagues at GRC are passionate about our commitment to drive the Company’s goals of growth and progress by creating a culture of risk awareness and proactivity around regulatory matters.&nbsp;</h4><h4>The Operational Risk Management (ORM) team facilitates and monitors the implementation of effective operational risk management programs throughout the company, and oversees risk ownership throughout business units, products, and processes.</h4><h4>The objective of the ORM Governance team is to develop, oversee and strengthen the organization’s ORM framework to ensure that governance structures, policies, and procedures are robust, effective, and align with regulatory requirements and best practices.</h4><h4>ORM Governance is looking for a Senior Manager who&nbsp;will help lead the development, enhancement, and implementation of technology, capabilities, and product strategies within the Global Risk and Compliance organization. This role focuses on driving operational risk transformation by aligning business needs with technological solutions, ensuring scalability, regulatory compliance, and innovation. The Director will collaborate closely with stakeholders across risk, compliance, and IT to deliver effective tools and systems that enhance the risk management framework.</h4>Key Responsibilities:<ul><li>Lead collaboration with business and technology teams to define detailed user stories, ensuring functional and non-functional requirements are well-documented</li><li>Oversee User Acceptance Testing (UAT) planning and execution, guiding teams in the development of test cases, coordinating with end-users, and validating that system enhancements meet business and regulatory requirements</li><li>Drive the design and definition of risk management solutions by advising on strategic architecture choices and aligning cross functional stakeholders</li><li>Lead the delivery of risk and compliance technology capabilities that strengthen the operational framework, with a focus on proactive risk identification, monitoring, reporting, and controls effectiveness</li><li>Shape and execute product strategies that advance operational risk system capabilities, ensuring alignment with broader risk transformation objectives</li><li>Coordinate and help prioritize a portfolio of technology initiatives that enhance risk data management, workflow automation, and regulatory compliance tools.</li><li>Support the integration of advanced technologies such as AI, machine learning, and data analytics within operational risk management processes.</li><li>Ensure risk and compliance technology solutions adhere to regulatory standards and adapt to evolving global requirements.</li><li>Support the integration of risk management systems across the organization, facilitating comprehensive risk reporting and insights for senior management.</li><li>Stay informed on industry trends, innovations, and best practices to contribute to continuous improvement in risk and compliance capabilities.</li></ul>Minimum Qualifications:<ul><li>6+ years of experience in operational risk management, compliance, or risk technology, with a background in supporting capabilities and product strategy initiatives.</li><li>Prior experience in designing / architecting / implementing complex risk management solutions</li><li>Experience in Agile / Kanban methodologies, creating and prioritizing user stories and tasks for multiple projects in a dynamic environment.</li><li>Experience in performing UAT, writing test-cases for various scenarios, performing product reviews / certifications, etc.</li><li>Experience in coordinating risk transformation projects, particularly in assisting with the implementation of large-scale technology platforms.</li><li>Familiarity with developing product and technology roadmaps, with a focus on operational risk, compliance, and regulatory requirements.</li><li>Strong understanding of global risk management frameworks and financial industry regulations, including Basel, SOX, and CCAR.</li><li>Experience working with technological solutions in risk and compliance, including AI, machine learning, and advanced analytics.</li><li>Proven ability to collaborate with cross-functional teams and work with senior stakeholders to align technology initiatives with business objectives in risk management.</li><li>Strong analytical and problem-solving skills, with the ability to assess complex risk environments and contribute to effective solutions.</li><li>Excellent communication and collaboration skills, with the ability to support teams and present risk management insights to stakeholders.</li><li>A Bachelor’s degree in Risk Management, Business, Technology, or a related field is required.</li></ul>ORMCMAnnual Range: $80,000.00 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 - Operational Risk Management

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

82 Project Management / Professional Services Jobs in Paterson, NJ, USA