field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<p>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.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>How will you make an impact in this role?</strong></p><p>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.</p><p>As part of theFinance Data Governance (FDG) team&nbsp;within Corporate Controllership, this role is responsible for bringing and managing data under governance for Finance.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,&nbsp;<br>decision making, and accounting across various finance processes.</p><p>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&nbsp;<br>Technology Transformation, Enterprise Data Governance, Controllership, Risk, and other teams to drive data governance and data quality within Finance.</p><p>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.</p><ul><li>Finance Data Governance in compliance with the Enterprise Data Governance Policy ensuring&nbsp;<br>the appropriate accountability model and processes for data asset management, metadata&nbsp;<br>management, data quality, and issue resolution.</li><li>Participate in all aspects of Data Governance including data activation steps, compliance with<br>data standards and privacy regulations.</li><li>Support strategic improvements to data assessment process and making necessary&nbsp;<br>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&nbsp;<br>Regulatory feedback.</li><li>Support development, validation, and maintenance of business glossary, data integration, data&nbsp;<br>lineage, and data management activities.</li></ul><p><strong>Minimum Qualifications:</strong></p><ul><li><ul><li>5+ years of work experience in Banking/Financial Services.</li><li>Experience of Finance, Banking, or similar industries is a strong plus.</li><li>Technical and data analysis skills with prior experience with SQL.</li><li>Knowledge of data governance practices, business and technology issues related to&nbsp;<br>management of enterprise information assets is strongly preferred.</li><li>Demonstrated understanding of metadata practices such as data lineage, data&nbsp;<br>dictionaries, business glossaries, Data Quality rules, source system inventories, etc.</li><li>Demonstrated working knowledge of Agile methodology and delivery concepts or other project&nbsp;<br>management methodologies including SDLC.</li><li>Strong relationship skills and communication is essential as the role require partnering with&nbsp;<br>multiple groups e.g., Business process owners, Technologies, and Enterprise Data&nbsp;<br>Governance.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects&nbsp;<br>concurrently within tight deadlines.</li><li>Ability to be flexible, prioritize multiple demands, and effectively manage in a matrix&nbsp;<br>organization.</li><li>Experience of a wide range of architectures/platforms</li></ul></li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li><ul><li>Master’s degree in finance/accounting is preferred.</li><li>Prior experience of data governance, metadata, and data lineage tools such as, Collibra,&nbsp;<br>MANTA is strongly preferred.</li></ul></li></ul><p>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefits</p><p>The 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.</p><p>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:</p><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><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>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.</p><p>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.</p><p>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></p><p>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.</p>

American Express

Manager - Data Governance & Management

<h3>Job Description:</h3><p><strong>Digital Squad Lead</strong></p><p>As a Digital Squad Leader in SPS, you blend Stock Plan expertise with a passion for delivering digital experiences.</p><p>Acting as the product owner, you are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities. In an Agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to complete specific features and ensure respective products or services are available, stable, performant, and supported.</p><p>You will ensure alignment on the “what” and “when” work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation, and learn from failures while celebrating success! You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role</p><p><strong>The Team</strong></p><p>You will work in partnership with the Product Area Leader, team members, and chapter leaders within the Plan Sponsor and Associate Experience Product Area. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture. You will act as a SPS advocate ensuring we are building intuitive, Multiproduct focused experiences for our Plan Sponsors. </p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>5+ years of related product management experience, systems development, product development, and/or project/product management.</li><li>Bachelor’s degree preferred.</li><li>Financial services experience preferred.</li><li>Experience with Equity Compensation preferred but not required.</li><li>Agile experience preferred.</li></ul><p>The <strong>Skills</strong> You Bring</p><ul><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to maximize value delivered.</li><li>You have a continuous improvement attitude.</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress.</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams.</li><li>You are intellectually curious and model a culture of learning and coaching.</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Defining, refining, and communicating your team's mission to squad members and business partners to empower and rally support.</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad.</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results.</li><li>Inspecting and evaluating progress, and removing impediments for your squad.</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria.</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products. </p><p>For more like this search #SWE</p><h3>Category:</h3>Product Management

Fidelity Investments

Squad Leader

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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 $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Paramus, NJ

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>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.</p><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><p>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!</p><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><p>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!</p><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. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Bridgewater, NJ

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Millburn, NJ

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

Investment Consultant - Lehigh Valley

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>​Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? </p><p>We’re looking for a dynamic, motivated NQDC Business Intelligence Strategist to join our team! You will work across our matrixed product, sales, service, and support teams to develop and implement strategies to deliver actionable insights from a broad array of data. You will help drive better outcomes by undertaking new analysis, communicating insights compellingly, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Experience: Bring over 10 years of financial services experience, preferably in data analytics, as well as some combination of financial reporting and product management, with a consistent track record of driving successful analytics product development and adoption.</p></li><li><p>Proven experience in business analytics, strategy development, and execution.</p></li><li><p>Strong understanding of business intelligence tools and data visualization techniques.</p></li><li><p>Excellent communication and interpersonal skills to effectively collaborate with cross-functional teams.</p></li><li><p>Ability to manage multiple projects and prioritize tasks in a fast-paced environment.</p></li><li><p>Proficiency with data analysis and visualization tools (e.g., SQL, Tableau, Power BI).</p></li><li><p>Experience with data centralization and management (e.g., data lakes) is a plus.</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Passion for understanding complex problems with data and developing a communication strategy to help a large organization understand and act.</p></li><li><p>Ability to navigate many sources of data and business partners, interacting with them to complete analytical needs while maintaining a clear strategy and understanding of inconsistencies.</p></li><li><p>Excellent communication skills to prepare clear visual, written, and spoken content to influence stakeholders at various levels across the organization</p></li><li><p>A continuous improvement approach, willingness to challenge the status quo and push for new thinking.</p></li><li><p>A data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses.</p></li><li><p>Knowledge of data privacy regulations and security best practices is crucial for ensuring the confidentiality and integrity of client data.</p></li><li><p>Strategy and Planning: Develop and implement a strategic roadmap that aligns with broader organizational goals. A deep understanding of client needs and the ability to translate those needs into roadmap is essential.</p></li><li><p>Technical Knowledge: The ability to analyze complex data sets, identify trends, and extract meaningful insights is crucial for developing effective analytics and reporting products.</p></li><li><p>Proficiency with data analytics tools such as SQL, Python, Tableau, or similar platforms and familiarity with data visualization techniques is a plus. You have a shown ability to craft and implement analytics solutions that optimally communicate sophisticated analytics in a clear and understandable format on your own and/or working through a team.</p></li><li><p>Product Management: Experience in product management, including defining product roadmaps, prioritizing features, and collaborating with cross-functional teams.</p></li><li><p>Familiarity with data integration &amp; technology (e.g., APIs, data exchange technology, future technology direction)</p></li><li><p>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em><br> </p><p><strong>The V</strong><strong>alue You Deliver </strong></p><ul><li><p>Develop and execute strategies to inform multiyear resourcing and priorities.</p></li><li><p>Inventory and map current data and routines where business metrics are delivered.</p></li><li><p>Formulate and implement strategies around business intelligence, plan benchmarking, insights, and analytics.</p></li><li><p>Conduct interviews with key business partners to scope out new views and insights.</p></li><li><p>Identify data sources and opportunities for centralization, such as data lakes.</p></li><li><p>Serve as the point of contact for product, finance, implementations, operations, and other departments.</p></li><li><p>Stay up to date on industry trends and developments to inform strategic decision-making.</p></li><li><p>Conduct thorough market research to understand industry trends, client needs, and the competition.</p></li><li><p>Analyze data to gain insights into company performance.</p></li><li><p>Collaborate with different teams within the company to implement proposed strategies.</p></li><li><p>Monitor the implementation and effectiveness of business strategies.</p></li><li><p>Identify potential risks or issues with business operations and suggest changes to mitigate them.</p></li><li><p>Develop and present detailed reports and presentations for stakeholders on strategy performance.</p></li><li><p>Create prototype dashboards and routines that deliver actionable business intelligence.</p></li><li><p>Develop and deliver a multi-year roadmap and resource plan to support long-term business goals.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.</p><p>The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:</p><ul><li><p>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience.</p></li><li><p>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</p></li><li><p>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</p></li><li><p>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

NQDC Business Intelligence Strategist

<h3>Job Description:</h3><p><strong>Health Care Program Manager </strong></p><p><strong>The Role</strong></p><p>As a Health Care Program Manager, you blend deep experience in Health and Welfare, along with project management in an Agile eco system and bring a passion for mentoring and coaching, and continuous improvement. As part of a highly collaborative project team you will support the delivery of client facing projects, while advising, mentoring, coaching and training on practices and processes to accelerate value delivery. In partnership with the Portfolio Manager you will maintain a backlog, help to remove impediments, manage projects to success on time and on budget, while also facilitating agile ceremonies such as the daily stand up, sprint planning and retrospectives. You will have responsibility for release management coordination as well as managing interdependencies across teams and product areas. You will examine and drive team performance through metrics and find opportunities for the team to fully realize their potential. On a need basis, you would interact with the client servicing teams and external vendors.</p><ul><li>Work closely with Portfolio Managers to drive successful completion of projects blending traditional Program / Project management techniques with agile team delivery </li><li>Work to align people and work to sprints, in alignment with defined project timelines, removing impediments, providing delivery updates and escalating risks and issues as necessary</li><li>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity, processes, metrics, and providing coaching, training and resources to team members as necessary</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</li><li>Managing, coordinating logistics for and participating in team events (e.g., sprint planning, daily huddles, retrospectives and as appropriate other meetings)</li><li>Supporting adoption, and consistent use of enabling tools (e.g., Jira (sheets), Miro, Confluence, SharePoint, MS Teams, MS Excel, MS Powerpoint)</li><li>Work with external vendor(s) on behalf of the client to discuss requirements, testing, timing, etc.</li><li>Coordinate across functional groups to ensure staffing, approach, content and schedules are consistent for timely project completion.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree or equivalent work experience</li><li>Health &amp; Welfare / Health Care experience required</li><li>PMP or PMI Certified Agile Practitioner preferred, with high emphasis on using Project management techniques in an agile environment </li><li>Jira experience required</li><li>Experience working as a global team member</li><li>5-7 years of experience with 2+ years’ experience in a Project/Project Manager role required</li><li>You possess excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization</li><li>You demonstrate a continuous improvement approach</li><li>You are a proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences and geographies as they work through new and unfamiliar situations</li><li>You are an effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery</li><li>You are intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</li><li>You plan for project deliverables, both short and long term. Break down long term timelines into shorter milestones.</li><li>You are adept at stakeholder management, risk management and collaboration with global teams</li><li>You have experience applying Scrum outside of software development in operations or equivalent functions.</li></ul><p><strong>The Team</strong></p><p>You will support one or more cross-functional teams (squads), engaging with all team members and the Program Manager to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. By extension of you and the squad, you will serve Fortune 100 companies and their participants by performing the functions required to administer health and welfare benefits through annual enrollment and throughout the year.</p><p><strong>Company Overview </strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>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.</p><p>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.</p>

Senior Manager, Healthcare Program Management

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to the Salt Lake City, UT regional Center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong></p><p>We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

Director, Advanced Planning - REMOTE - Salt Lake City, UT

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

1,083 Project Management / Professional Services Jobs