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<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.The base salary range for this position is $115,000 - $170,000 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 09 - FINRA, Series 10 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

VP, Branch Leader - Lincoln Center, NY

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.Here in Credit &amp; Fraud Risk, our role at American Express is to drive prudent business growth while living out the high standards of our service heritage. This means proactively increasing borrowing capacity where we can. It means integrating our technical systems, so we speak with one voice across interactions. It means providing expertise for new product launches. And when we give customers bad news, it means offering options and avenues of appeal, so we move beyond one episode to win their future business. Purposeful, ambitious, insatiable, analytical, collaborative and courageous are the hallmarks of our Credit and Fraud Risk colleagues.The objective of the Credit &amp; Fraud Risk 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.Credit &amp; Fraud Risk is looking for an Sr. Analyst 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 Sr. Analyst, Credit &amp; Fraud Risk Issues, Events &amp; Remediation will -<ul><li>Collaborate on investigation and conduct root cause analysis to address repeated issue types</li><li>Perform quality assurance on documentation of certain issue/ORE type, urgency, severity/impact (e.g., impact analysis)</li><li>Support portions of the remediation process, these may include:<ul><li>Tracking progress</li><li>Validating resolution efficacy and</li><li>Communicating status updates to stakeholders</li></ul></li><li>Perform quality assurance on documentation and maintenance of records of specific issues/OREs and remediations to ensure transparency and accountability in the issue management process</li><li>Identify trends in issues and events to identify potential systemic risks or control weaknesses within BU processes</li><li>Support portions of the End-to-End (E2E) BU issue resolution process</li><li>Perform sample testing of specific issues to ensure resolution is complete and effective</li><li>Analyze data to assist in preparation of detailed reports on issue status, trends, and outcomes</li><li>Support sharing insights, better practices, themes, etc. across the enterprise</li></ul>Required 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>Scoping, prioritizing, and support remediation of operational issues</li><li>Experience investigating and conducting root cause analysis to address repeated operational risk issue types</li><li>Facilitating quality assurance on documentation of operational risk issues and events</li><li>Recommendation of remediation process for operational risk issues and events</li><li>Performing Quality Assurance of documentation and maintaining records of operational risk issues and events to ensure transparency and accountability</li><li>Supporting the BU E2E issue resolution process</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 U.S. is required as the company will not pursue visa sponsorship for these positions.&nbsp;

American Express

Senior Analyst - Control Management Issues, Events & Remediation

<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

Financial Services Representative - Millburn, NJ

<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 - 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.About Credit &amp; Fraud Risk FinanceCredit &amp; Fraud Risk (CFR) Finance team delivers fact-based, decision-driven and high-impact credit-risk related insights and deep analytics, PNL stress tests to support regulatory views and governance processes and forecasting of Net Loss Provision. The key objective is to drive prudent financial decisions and support credit-risk strategies while ensuring adherence to governance and controls. This position will be part of a highly talented team with strong intellectual curiosity.About The Manager, Stress Test Data Strategy &amp; Platform ManagementThe Manager of Stress Test Data Strategy &amp; Platform Management will play a key supporting role in developing the data roadmap for CCAR (Comprehensive Capital Analysis and Review). This position will help define and implement strategies for managing CCAR delivery platforms (TM1 and AiDA), contribute to driving strategic insights, and support innovation by leveraging Generative AI across the team. Working closely with VP leads and other stakeholders, the Manager will assist in evaluating methodologies, assessing results, and supporting ongoing enhancements through data, technology, people, and Gen AI—helping to ensure robust tech capabilities and system resilience. As an integral member of the CFR Finance &amp; AXP Stress Testing organizations, the Manager will collaborate with key partners to deliver stress testing results for regulatory and management forecasting exercises. This role supports the resilience and reliability of our systems and contributes to strategic decision-making by providing data-driven insights and fostering the adoption of Generative AI within the team to promote innovation and enhance capabilities.Impact You’ll Make·Provide strategic and innovative thought leadership with an ability to support multi-year tech roadmaps for CCAR delivery·Partner with stakeholders across Finance, Risk, Treasury, Tech Finance and the TM1 Development team to understand CCAR user needs, design and document functional requirements and deliver prioritized capabilities and features·Provide strategic and product development support·Drive efficiency and innovation through Gen AIMinimum Qualifications:·Deep understanding of IBM Planning Analytics (TM1), including its architecture, Excel-based interface, automation capabilities, and integration with other systems·Ability to design and optimize multidimensional financial models and manage data aggregation and reporting within TM1·Proven experience managing multiple priorities, user stories, and project timelines in a fast-paced environment·Strong relationship-building and stakeholder management skills, working closely with Finance, Risk, Treasury, and Technology teams.·Ability to communicate complex technical concepts to non-technical audiences and document functional requirements clearly.·Strong background in financial planning, P&amp;L modeling, budgeting, forecasting, and scenario analysis·Experience in risk and control management, including identifying, assessing, and mitigating risks.·BS/MS in Finance, Mathematics, Computer SciencePreferred Qualifications:·Leadership – While the manager role is supportive, it still requires initiative in driving efficiency, supporting innovation (including Gen AI adoption), and contributing to continuous improvement·Strategic &amp; Analytical – Ability to be a thought partner to help maximize the team’s goals.·Excellent communication skills to deliver results and drive engagement with Senior Leaders and key stakeholders·Agile Mindset – Ability to manage competing priorities and adapt to change and work well in a fast paced and dynamic environmentSalary 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>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 - Stress Test Data Strategy & Platform Management

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant -Morristown, NJ

<h3>Job Description:</h3>Director, Dataset OnboardingThe Role: You will lead the dataset onboarding efforts for the Quantitative Research Platform (QRP) team within Fidelity’s Quantitative Research &amp; Investments (QRI) division. In this role, you will collaborate with technology partners to integrate financial and alternative datasets into QRP, ensuring they meet rigorous standards for quantitative research. You will work closely with researchers to design data consumption patterns and partner with Data Operations to maintain data quality.The Expertise and Skills You BringYou bring a strong background in managing and delivering complex data solutions for quantitative research within asset management. Your expertise spans onboarding and curating both vendor and enterprise datasets, ensuring they meet rigorous standards for performance, usability, and research accuracy. You have experience accelerating dataset onboarding processes while maintaining sustainability and quality, and you excel at collaborating with technology partners and researchers to design intuitive data consumption patterns. Your ability to coach teams, improve documentation, and maintain best practices in project management demonstrates your leadership and commitment to operational excellence. You are highly analytical, able to navigate complex data challenges, and communicate effectively with both technical and investment stakeholders.Your technical proficiency includes SQL and Python, combined with a deep understanding of quantitative datasets ranging from traditional financial data such as prices, returns, fundamentals, and corporate actions to alternative datasets like sustainability analytics, supply chain, and credit card data. You have hands-on experience with major financial data vendors (Bloomberg, S&amp;P, FactSet, Refinitiv, Morningstar, MSCI) and a strong grasp of point-in-time data modeling, historical reconciliation, and data governance practices. Your track record includes delivering large-scale data projects on time and at quality, with transparency and collaboration across multiple teams.Education and Experience Highlights • 7+ years of experience in asset management or hedge funds, focused on data analysis, delivery, and transformation across asset classes • Proven ability to lead engineering teams and coach others while contributing individually • Exposure to a wide array of financial and alternative datasets with deep knowledge of consumption patterns • Technical proficiency in SQL and Python • CFA charter holder or progress toward CFA designation is a strong plusNote: Fidelity is not providing immigration sponsorship for this position Team Quantitative Research &amp; Investments (QRI) is an investments and research division within Fidelity Asset Management. QRI is responsible for developing quantitative and hybrid quant/fundamental investment strategies and delivering high-quality, data-driven insights to support Fidelity’s investment professionals.Within QRI, the Quantitative Research Platform (QRP) team is an integral part of this mission because it ensures researchers have access to curated, high-quality datasets essential for quantitative research and portfolio management. QRP partners with technologists and researchers to onboard internal and vendor datasets, maintain rigorous data standards, and enable advanced research across systematic equity, fixed income, sustainable investing, and innovative strategies.The base salary range for this position is $126,000-255,000 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>Data Analytics and Insights

Director, Dataset Onboarding

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 Global Servicing Control Management Risk Identification, Assessment, Testing, and Reporting (RATR) team is responsible for identifying, assessing, mitigating, and reporting operational risks across Global Servicing business unit (BU) processes. Our mission is to ensure compliance with regulatory standards and American Express policies while strengthening the BU’s resilience through a structured and transparent approach to inherent and residual risk management.We are seeking a Manager to play a key role in embedding strong control management practices within Global Servicing’s day-to-day operations. This position will involve close collaboration with multiple stakeholders across business units, functional areas, and global regions.Key Responsibilities but not limited to:&nbsp;The Manager, Global Servicing Risk Identification, Assessment, Testing &amp; Reporting will:<ul><li>Partner with business process owners to identify operational risks across business processes and systems.</li><li>FacilitateRisk &amp; Control Self-Assessment (RCSA), ensuring alignment with regulatory updates and internal control standards.</li><li>Lead or support additional assessments and testing/QA programs to validate compliance with Amex policy and regulatory expectations.</li><li>Conduct independent control monitoring and compile insights on key operational risk trends, activities, and emerging issues.</li><li>Proactively identify high-risk areas for intervention through data analysis, alerts, and testing; lead quality assurance and vertical process reviews as needed.</li><li>Review and refine control categorizations, ensuring accurate mapping of controls to risks and processes across Global Servicing.</li><li>Maintain and update risk registers and profiles, ensuring consistent documentation and transparency.</li><li>Support enterprise-wide sharing of risk insights, best practices, and emerging risk themes.</li></ul>Minimum Qualifications:<ul><li>3+ years of experience in operational risk management, internal audit, or related risk/control discipline.</li><li>Strong understanding of operational risk management lifecycle activities.</li><li>Demonstrated project management, communication, and interpersonal skills.</li><li>Experience with process governance and familiarity with regulatory frameworks, policies, and operational standards.</li><li>Advanced analytical and problem-solving skills, with the ability to identify trends, evaluate risk scenarios, and synthesize findings effectively. </li></ul>Preferred Qualifications:<ul><li>Bachelor’s degree in Finance, Business, Risk Management, or a related field; advanced degrees (MBA, MSc) or relevant certifications preferred.</li><li>Proven experience in identifying and assessing operational risks across complex processes and systems.</li><li>Hands-on experience facilitating risk assessments and testing programs to meet regulatory and internal standards.</li><li>Expertise in control monitoring, root cause analysis, and identification of control improvement opportunities.</li><li>Strong ability to interpret and communicate thematic risk reporting and insights.</li><li>Experience within the financial services industry is highly desirable.</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

At American Express, our culture is built on a 175-year history of&nbsp;innovation, shared values and Leadership Behaviors, and an&nbsp;unwavering commitment to back our customers, communities,&nbsp;and colleagues. As part of Team Amex, you'll experience this&nbsp; powerful backing with comprehensive support for your holistic&nbsp;well-being and many opportunities to learn new skills, develop as&nbsp;a leader and grow your career. Here, your voice and ideas matter, your work makes an impact,&nbsp;and together, you will help us define the future of American&nbsp;Express. The Acquiring Partners, Product and Strategy Team (APPS) in&nbsp;Merchant Services US (MSUS) are tasked with making American&nbsp;Express “Welcomed Everywhere and Used Every Day.”. Through&nbsp;innovative programs like OptBlue, the business focuses on high&nbsp; growth relationships in the Merchant Acquiring arena that are&nbsp;transforming how American Express is accepted and welcomed.&nbsp;This is an exciting opportunity to join a fast-paced, dynamic team&nbsp;managing relationships with Third-Party Partner banks and sales&nbsp; channels that sit under the OptBlue program. These relationships&nbsp;are significant, complex, and critical to achieving American&nbsp;Express’s strategic objectives for Merchant acceptance. In this role, you will manage our partner relationships by working&nbsp;across a broad set of areas and teams both within American&nbsp;Express and with our partners. The successful candidate will also&nbsp;lead more tactical growth opportunities to unlock and implement&nbsp; initiatives with the partners across their sales and marketing organizations to drive American Express merchant coverage and&nbsp;spend on the network. This role is responsible for: Orchestrating Program&nbsp;Management, Driving Welcome Acceptance, Unlocking&nbsp;Partner Participation Marketing Initiatives, and Facilitating&nbsp; New Partner Integrations (i.e. Debit) <ul><li>Deepen senior level relationships with partners to help&nbsp;strategically position American Express and help grow and&nbsp;maintain a robust sales pipeline across all partner sales&nbsp; channels.</li><li>Managing complex, critical partner relationships by working across a broad set of areas and cross-functional teams both within American Express and with partners.</li><li>Accelerating growth and driving enterprise goals across this partner set by negotiating and implementing initiatives with sales and marketing organizations that drive American Express Merchant coverage and spend on the network. </li></ul>Key areas of focus:<ul><li>Strategy Development: Unlock Card Member spend in&nbsp;partnership with a portfolio of Third-Party Partnerships&nbsp;(TPPs) by focusing on Merchant enablement, activation,&nbsp; Vibrant Acceptance, and other strategic enterprise initiatives. </li><li>Partner Management: Establish and deepen relationships&nbsp;with TPPs to identify and implement growth initiatives across the partner portfolio.</li><li>Negotiation: Leverage partner executive, sales, and&nbsp;servicing relationships to uncover and implement exciting growth opportunities such as expanding American Express value-added products and services for partners and Merchants.</li><li>Collaboration: Partner with internal business team&nbsp;members&nbsp;including Marketing, Analytics, Business&nbsp;Development, and Legal to design and implement initiatives that increase Merchant activation, drive Welcomed Acceptance and deliver incremental value to our partners.</li><li>Business Development: Represent American Express and&nbsp;promote our industry specific value at industry forums /&nbsp;events / trainings to establish American Express as an&nbsp; essential partner.</li></ul> Minimum Qualifications:<ul><li>5+ years of relevant business experience required</li></ul> Qualifications:<ul><li>Self-starter with the ability to think creatively and strategically in a world of evolving payment trends and innovations</li><li>Excellent client relationship skills with demonstrated ability to influence C-level executives with business partners. Proven influencing and negotiation skills with confidence to challenge opinions and perceptions and offer unique&nbsp;insights.</li><li>Excellent relationship management and collaboration skills with ability to influence internal and external partners. Strong sales mentality with a focus on driving bottom line&nbsp; performance.</li><li>Proficient in identifying and driving new opportunities that&nbsp;advance and deepen our relationships. Strong business acumen – especially in the merchant&nbsp; acquiring, emerging payments and payment processing&nbsp;industry.</li><li>Strategic problem solver with ability to work&nbsp;through complex business and operational problems and identify clear action plans and drive resolution. Excellent oral/written communication and presentation skills a must.</li><li>Solid project management skills and the ability to lead&nbsp;multiple accounts and initiatives in parallel.</li><li>Bachelor's Degree required, MBA preferred.</li><li>Expertise in U.S. debit including routing practices and&nbsp;transaction flows; strongly preferred.</li></ul> Location: New York City or Phoenix; operating under a hybrid-work arrangementSalary Range: $103,750.00 to $174,750.00 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 U.S. is required as the company will not pursue visa sponsorship for these positions.

Senior Manager – Acquiring Partnerships Management

At American Express, our culture is built on a 175-year history of innovation, sharedvaluesand Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.As a part of the Colleague Experience Group, we strive to provide a great colleague experience every day. We obsess over understanding the colleague experience at a deeper level to co-create simple and great ways of working that enable everyone to be and deliver their best. We make a difference in the lives of our people, providing a culture of learning and collaboration, and helping them with what they need to succeed and thrive. We have their backs as they grow their skills, conquer new challenges, or even take time to spend with their family or community. And when they’re ready to take on a new career path, we’re right there with them, giving them the guidance and momentum into the best future they envision.How will you make an impact in this role?The Enterprise Business Learning team drives the growth of enterprise-critical capabilities that enable American Express to compete and lead in a rapidly changing environment. The Manager, Enterprise Business Learning &amp; Change Management will support the design and delivery of learning and change initiatives that build key business capabilities—particularly in AI literacy and application, risk and compliance awareness, and enterprise business acumen.This role operates at the intersection of enterprise transformation, learning strategy, and change enablement. The ideal candidate is a collaborative learning professional who can translate business priorities into impactful programs, manage cross-functional relationships, and help embed new skills and mindsets that advance organizational goals.Key Responsibilities:<ul><li>Design and implement learning programs that enhance enterprise capabilities in areas such as AI literacy, risk and compliance, and business acumen.</li><li>Support change management activities to promote adoption of new enterprise skills, tools, and behaviors.</li><li>Collaborate with functional SMEs, transformation leads, and external vendors to co-create relevant and practical learning solutions.</li><li>Translate business priorities into targeted learning interventions that meet the needs of different colleague groups and levels.</li><li>Track and analyze program effectiveness, using data and feedback to inform continuous improvement.</li><li>Develop clear communications and storytelling materials to engage stakeholders and promote learning initiatives.</li><li>Work closely with Risk, Compliance, and Privacy partners to ensure learning and change programs align with governance standards.</li></ul>Experience:<ul><li>5–7 years of experience in enterprise learning, organizational change, or capability development.</li><li>Demonstrated ability to develop and deliver large-scale learning programs that drive measurable colleague engagement and capability growth.</li><li>Working knowledge of AI concepts and emerging technologies, and interest in translating these into accessible learning experiences.</li><li>Familiarity with change management methodologies and their practical application in complex or regulated environments.</li><li>Strong project management, communication, and collaboration skills, with experience managing multiple stakeholders.</li><li>Ability to work effectively across teams in a matrixed organization and adapt in dynamic, fast-changing business contexts.</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 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.

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