field_job_employment_type

job_industry

field_job_occupational_field_parents_all

job_organization_name

<h3>Job Description:</h3>Director, Competitive InsightsThe RoleThe Director, Competitive Insights will be the key lead for Competitive Intelligence and Industry Research within Asset Management. As part of the Asset Management Strategy &amp; Planning team, this individual will develop an external industry perspective to inform Asset Management’s strategic priorities. This individual will bring their own ideas to further develop our competitive intelligence capabilities, identifying new, value-added analysis, and seeking to further engage our stakeholders with relevant and timely information. This will include:<ul><li>Participating in ongoing Industry &amp; Competitive Intelligence (“CI”) efforts, including researching current events, developing industry insights, and completing time-sensitive analysis of important news (e.g., mergers and acquisitions)</li><li>Leading and supporting the creation of monthly and quarterly competitive newsletters for an audience of ~1,000 internal associates</li><li>Synthesizing quantitative/qualitative intelligence and preparing comprehensive research studies on various investor segments; such studies would include market size, growth, structure, key players, barriers to entry, distribution models, competitive advantages/disadvantages</li><li>Developing and maintaining a pipeline of emerging industry trends and their potential business impact for Asset Management</li><li>Contributing to Fidelity’s broader CI ecosystem by partnering with peers in other divisions to share knowledge and insights</li></ul>The Expertise and Skills You Bring<ul><li>7-10 years management consulting, corporate strategy, or industry research experience</li><li>Strong academic credentials: CFA, MBA or other relevant advanced degree preferred</li><li>Deep interest and curiosity in the Asset Management industry and competitive dynamics</li><li>Strong strategic thinking and problem-solving skills, including an ability to independently structure problems, execute analysis, and communicate findings</li><li>A spirit of continuous improvement to evolve existing processes and deliverables</li><li>Excellent written and verbal communication skills</li><li>Advanced skills in Microsoft PowerPoint and Excel</li><li>Familiarity with major asset management industry databases, such as SimFund, Bloomberg, and eVestment, is a plus but is not required</li></ul>The TeamAsset Management Strategy &amp; Planning is responsible for defining and communicating Asset Management’s business unit strategy, as well as helping to execute against our strategic plan and top priorities. Within this team, the Director, Competitive Intelligence plays a key role in scanning the external industry landscape for competitive trends, opportunities, and threats. Sitting within the Asset Management Finance organization, AM Strategy &amp; Planning interacts frequently with leaders across thebusiness, including the CFO of Asset Management, the Head of Asset Management, and other members of the Senior Leadership Team.Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Business StrategyFidelity’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.

Fidelity Investments

Director, Competitive Insights

<h3>Job Description:</h3>As a Senior Compliance Advisor for the Fidelity Institutional and Fund &amp; Brokerage Operations &amp; Technology Regulatory Management team, you will have direct contact with the SEC, FINRA and other regulators. You will be responsible for responding to regulatory inquiries and managing examinations related to Fidelity's Clearing, Custody, and Capital Markets divisions.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required, MBA or law degree a plus.</li><li>10+ years of financial services experience required, compliance or regulatory experience preferred.</li><li>An understanding of the securities markets and associated regulations.</li><li>Strong writing and oral communication skills. Written documents can include but are not limited to inquiry/exam responses and reports up to senior management. Oral communications can include meetings with business/legal/compliance partners or senior management with the ability to explain issues succinctly.</li><li>Interpersonal skills with the ability to partner, interact, collaborate and build trust with compliance colleagues, legal, risk and business partners in connection with responding to complex regulatory requests for information.</li><li>Ability to thrive in high pressure situations and work independently in a fast-paced and dynamic environment while simultaneously managing a full caseload with minimal day-to-day supervision.</li><li>Accountability and ownership of inquires and exams assigned</li><li>Ability to proactively identify regulatory and compliance issues in connection with responding to regulatory inquiries and exam requests. </li><li>Ability to collaborate with data analytics colleagues to request data in connection with responding to complex regulatory inquiries.</li><li>Experience in reviewing large data sets</li></ul><h3>The Team</h3><h3>This position is a key compliance resource in the Fidelity Institutional Compliance organization. Fidelity Institutional provides sophisticated offerings and solutions to broker-dealers, registered investment advisers, family offices, capital markets, trust services and retail segments. </h3>The base salary range for this position is $81,000-$137,000 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’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.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Senior Compliance Advisor

<h3>Job Description:</h3>The Role The Wealth Solutions Strategy &amp; Insights team is seeking dynamic, customer-centric leader with a deep understanding of the industry to drive business and product strategy, evaluate and launch innovative solutions, and spearhead cross-functional initiatives to accelerate growth and scalability!The Director leads and participates in large-scale initiatives, defining new solutions, associate requirements, service models, and platforms. It involves close collaboration with various teams within Wealth Solutions, Distribution leadership, Finance, Financial Solutions, Strategic Advisers, Legal, Risk, and Compliance. The Director will:<ul><li>Evaluate competitive and industry trends, client needs, and business metrics to inform strategic decisions, set priorities, and create compelling presentations.</li><li>Create and implement solutions that align with industry trends and client opportunities, focusing on new asset pools, distribution models, and comprehensive household financial management.</li><li>Work with key Fidelity teams to deliver best-in-class financial planning and investing experiences for our customers.</li><li>Partner with Finance and business line teams to develop pricing strategies for new offerings.</li><li>Engage with Distribution contacts to gather feedback on existing products and experiences and identify future opportunities.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor's Degree with 12 + Years experience in financial services, whether in client-facing roles, home office positions, management consulting, or digital strategy.</li><li>Shown Strategic Leadership with demonstrated success in strategy development and planning, with a strong ability to define, test, iterate, and deliver exceptional customer solutions.</li><li>Deep understanding of Wealth Management and Financial Services, with a preference for experience in the Wealth Solutions space.</li><li>A proactive self-starter who flourishes with solving critical initiatives, handling multiple priorities in a fast-paced environment, and consistently achieving business results.</li><li>Ability to build credibility and trust with a diverse range of partners, effectively influencing outcomes.</li><li>Expertise in using data to inform decisions and drive business success.</li><li>Strong written and verbal communication skills.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position <h3>The Team </h3>Fidelity’s Wealth Solutions Domain develops solutions that helps millions of Americans to enhance their financial portfolios, invest towards their goals, and feel secure during complicated times. Our Strategy and Insights team is a dynamic, multi-functional group responsible for:<ul><li>Crafting comprehensive strategies that guide our initiatives.</li><li>Identifying and cultivating new opportunities beyond our core business.</li><li>Delivering valuable customer data and insights to inform our Wealth Solutions Domain.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

Dire​ctor, Wealth Solutions Strategy & Insights

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.THE ROLEAs the Director, Product Management, you will be charged with aligning the Legal, Compliance, and Enterprise Risk Management (LCERM) technology product vision with the business strategy, ensuring successful execution and delivery. Your responsibilities will include guiding development strategies, prioritization, and roadmap planning, while actively building a strong partnership within and across LCERM, technology teams, the Product Owner community, and other departments to foster collaboration and drive innovation. Ultimately, you are responsible for championing the product vision, maximizing its value, and delivering exceptional experiences to end users. WHAT YOU WILL DO<ul><li>Develop a strong, collaborative partnership with Legal, Compliance and Enterprise Risk Management (LCERM) to enable the definition, sequencing, and maintenance of a master implementation plan for all LCERM technology initiatives, ensuring alignment with the technology strategic roadmap and all other program initiatives. Communicates and champions the vision, value proposition and alignment of the platform to firm strategy throughout the organization to ensure proper prioritization and engagement are provided for success.</li><li>Responsible for oversight, orchestration and prioritization of “epics” and “stories” related to the build out and ongoing support of the firm’s strategic LCERM platform.</li><li>Partners closely with the Enterprise Data management team to align data strategy and capabilities with the LCERM platform. Collaborates with stakeholders and fellow Product Owners to ensure stories are well articulated and appropriately prioritized, and that key enabling bodies of work are understood. </li><li>Accountable for achieving business outcomes through Agile delivery. Serves as primary communicator between stakeholders and the team, utilizing feedback loops to ensure continuous sharing of information.</li><li>Collaborate with a wide range of investment, operations and technology stakeholders and users to promote product functionality, engage for feedback, and gather insights to improve the product with new features or identify risks to ensure business continuity.&nbsp;</li><li>Work closely with cross-functional teams to drive product vision, define product requirements, coordinate resources from other groups, develop roadmaps, and guide the team through key milestones.&nbsp; </li><li>Embeds strong “product lifecycle management” and “Software Development Lifecycle” processes and methodologies. Develops clear acceptance criteria that guides the team to produce incremental quality improvements. In collaboration with the Agile team, creates a uniform definition of the delivery of business value. </li><li>Engages with engineering teams within the business to build alignment around a vision for workflows and future initiatives in a dynamic and rapidly scaling operational environment. </li><li>Actively manages internal and external dependencies and impediments that could impact the team’s completion of Program Increment/Sprint Goals. Actively collaborates with other Product Owners on work that has interdependencies or contingencies between Agile teams.</li><li>Participates in Agile ceremonies (Program Increment Planning, Stand-Ups, Sprint Reviews, Backlog Refinement and Retrospectives) and long-term planning exercises (program vision and roadmap).</li><li>Continually enhances knowledge of systems, products, and the industry. Monitor competitors, competitive products, and market trends to help MFS increase position in the market.</li><li>Collaborate closely with the internal Product Owner Community of Practice to exchange knowledge, skills, and ideas with people across the organization.</li><li>Assumes additional responsibilities as required.</li></ul> WHAT WE ARE LOOKING FOR<ul><li>Bachelor's Degree or equivalent</li><li>12-15 years of industry experience, with a proven track record of operating as a Product Owner accountable for delivering over a large-scale strategic program implementation related to front and middle-office systems in an Agile environment.</li><li>Exceptional collaboration skills, with a focus on building a strong partnership with the business team and the broader Product Owner community to enhance product outcomes and achieve strategic goals.</li><li>Excellent leadership and team management experience; leading matrixed teams to deliver program outcomes. Must be comfortable leading and coaching Product Owners in an agile environment.</li><li>Strong communication and interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management.</li><li>High level of attention to detail; proactive and diligent in responding to business and client needs.</li><li>Strategic thinking and problem-solving skills with the ability to develop creative solutions to driving results and overcoming challenges.</li></ul>PREFERRED SKILLS, QUALIFICATIONS &amp; EXPERIENCE<ul><li>CFA</li><li>Certified Scrum Product Owner (CSPO)</li></ul>#MBLI#LI-HYBRIDAt MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.<h4>What we offer:</h4><ul><li>Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time</li><li>Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave</li><li>Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions</li><li>Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more</li><li>Life &amp; Disability Benefits: Company-paid basic life insurance and short-term disability</li><li>Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs</li></ul>MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email <a href="mailto:talent_acquisition@mfs.com" target="_blank">talent_acquisition@mfs.com</a> for assistance.&nbsp;MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.

MFS Investment Management

Director - Product Management

Join our team working to create a world where there is No Health Without Mental Health!&nbsp;&nbsp;Be a part of a mission-driven organization actively engaged in innovative service developments and driven by community values of inclusion, trust, health for all, and combating stigma.&nbsp;$1,000 Sign on bonus!This bachelor-level opportunity serves as a key member of the Emergency Service Team to provide the smooth coordination and delivery of Crisis Services. The Emergency Triage Coordinator is the first point of contact for all telephonic information flow and crisis referral requests from clients, families, and community providers on a 24/7/365 basis. Triage screens and assigns cases to Master’s Level Clinicians, Family Partners and Peers as determined by risk and safety, immediacy of need, location, and according to insurance requirements. This individual will work in conjunction with the ESP management team to ensure that the team is providing the highest quality of care to persons served and in compliance with our quality initiatives.&nbsp;Available schedules:&nbsp;Days: Friday, Saturday, Sunday 7am – 7pm (36 hours)&nbsp;Overnights: Sunday, Monday, Tuesday 7pm – 7am (36 hours)&nbsp;Compensation:&nbsp;&nbsp;$19.23/hour&nbsp;There is a shift differential payment of an&nbsp;additional $3/hour for hours worked within the time periods below.&nbsp;<ul><li>Weekdays: 8 p.m. to 8 a.m.&nbsp;</li></ul><ul><li>Weekends: 8 p.m. to 8 a.m. and 8 a.m. to 8 p.m.&nbsp;</li></ul>(All hours worked from Friday at 8 p.m. through Monday at 8 a.m.)&nbsp;Requirements:&nbsp;<ul><li>Bachelor's degree in Psychology or a related field&nbsp;required&nbsp;</li></ul><ul><li>Minimum of one-year experience in a mental health setting working in a crisis intervention setting.&nbsp;</li></ul><ul><li>Knowledge of systems involved with ESP services&nbsp;</li></ul><ul><li>Ability to establish and maintain productive relationships with outside agencies including hospitals, police, schools and insurance providers&nbsp;</li></ul><ul><li>Professional and therapeutic communicator while working with agitated or distressed clients&nbsp; </li></ul>Aspire Health Alliance is committed to and passionate about diversity, equity, and inclusion. &nbsp;We celebrate, support and promote diversity of thought, culture, and backgrounds.&nbsp; As an employer committed to equal opportunity, we base all employment decisions on each individual’s capabilities and qualifications, without regard to race, color, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, age, physical or mental disability, veteran status, genetics, or any other protected characteristic.&nbsp; Aspire Health Alliance strives to fully reflect the clients and communities we serve and believes that a diversity of interests and cultures leads to a stronger and more innovative organization.

Aspire Health Alliance

Emergency Triage Coordinator

Great opportunity exists for a Residential Rehabilitation Coordinator in our Mental Health Residential Program in&nbsp;Quincy.&nbsp; In this program, adults with mental illness share a home in the community.&nbsp; Our residential staff supports them to reach their goals by teaching them daily living skills to move them toward independence, assist in management of their psychiatric symptoms, ensure their physical health, and improve their quality of life!Join our&nbsp;dedicated team&nbsp;and play an essential role in enabling&nbsp;adults with mental illness&nbsp;to live as actively and independently as possible!!Responsibilities:<ul><li>Advocate for client caseload</li><li>Develop, implement, and monitor treatment plans</li><li>Oversee medication management</li><li>Fiscal management of funds</li><li>Primary liaison for service providers, family, and guardians</li><li>Use of an electronic health record system for client notes</li></ul>&nbsp;&nbsp;We offer a competitive salary and a great benefit package!<ul><li>Tuition remission program - 100% tuition for undergraduate coursework in a&nbsp;Massachusetts State College or University</li><li>Health/dental insurance</li><li>Generous paid time off</li><li>Various opportunities for career advancement</li><li>Commitment to provide quality training to our staff</li><li>Group discounts on cell phones, movie tickets and various club memberships</li><li>Company contributions to retirement plan</li><li>Company paid life insurance</li><li>Opportunities to attend in-service trainings and more…</li></ul> <h4>Required Skills</h4><ul><li>Excellent communication and writing skills</li><li>Time management and ability to organize multiple priorities</li><li>Ability to remain calm and de-escalate stressful situations</li><li>Good judgment and ability to problem solve</li><li>Dependability and flexibility</li><li>Ability to promote a teamwork environment and serve as a role model to other staff</li><li>Ability to form therapeutic relationships with challenging clients</li><li>Computer proficiency and ability to learn to use an electronic health record system</li><li>Must have a valid driver’s license, safe driving record, and access to a personal vehicle</li></ul> <h4>Required Experience</h4><ul><li>Minimum of one year Human Services experience and working knowledge of community based treatment, funding sources, and treatment regulations</li><li>BA/BS in Psychology or related field preferred</li><li>CPR/FA and MAP certifications will be required</li></ul>Aspire Health Alliance is committed to and passionate about diversity, equity, and inclusion. &nbsp;We celebrate, support and promote diversity of thought, culture, and backgrounds.&nbsp; As an employer committed to equal opportunity, we base all employment decisions on each individual’s capabilities and qualifications, without regard to race, color, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, age, physical or mental disability, veteran status, genetics, or any other protected characteristic.&nbsp; Aspire Health Alliance strives to fully reflect the clients and communities we serve and believes that a diversity of interests and cultures leads to a stronger and more innovative organization.

Residential Coordinator, $19.50, Randolph, Tues- Sat (mix of 9-5 & 11-7), $1500 Bonus

$1,000 Sign-on Bonus!&nbsp;The Triage Coordinator will serve as a key member of the&nbsp;Emergency Service Team to provide the smooth coordination and delivery of crisis services.&nbsp;&nbsp;RESPONSIBILITIES:<ul><li>Triage phone calls and provide support and counseling to clients, families, and community referrals in need&nbsp;of ESP assistance and/or evaluations &nbsp; &nbsp; &nbsp; &nbsp;</li><li>Assist clinicians in performing bed searches for clients awaiting placement for a higher level of care</li><li>Ability to navigate medical record system (Avatar) for each referral as a standard practice (Updating/adding clients, scanning of paper documents, adding Alerts, Service Addendums, and Final Dispositions</li><li>Provide information and referrals to phone contacts</li><li>Gather appropriate risk information and direct clients, families, and community members in accessing and utilizing supports</li><li>Consult with Director or Assistant Director regarding high risk cases and conflict resolution when deemed necessary</li><li>Assist in provision of follow-up treatment including the scheduling of follow-up emergency services appointments and completion of paperwork related to triage activity</li></ul>Available Schedule:Friday, Saturday, Sunday 7am-7pm (36 hours)Compensation: $19.23/hourThere is shift differential payment of an additional $3/hour for hours worked within the time periods below.<blockquote>· Weekdays: 8 p.m. to 8 a.m.· Weekends: 8 p.m. to 8 a.m. and 8 a.m. to 8 p.m.(All hours worked from Friday at 8 p.m. through Monday at 8 a.m.)</blockquote>Requirements:<ul><li>Bachelor's degree in Psychology or a related field required</li><li>Minimum of one-year experience in a mental health setting working in a crisis intervention setting.</li><li>Knowledge of systems involved with ESP services</li><li>Ability to establish and maintain productive relationships with outside agencies including hospitals, police, schools and insurance providers</li><li>Professional and therapeutic communicator while working with agitated or distressed clients</li></ul>Aspire Health Alliance is committed to and passionate about diversity, equity, and inclusion. &nbsp;We celebrate, support and promote diversity of thought, culture, and backgrounds.&nbsp; As an employer committed to equal opportunity, we base all employment decisions on each individual’s capabilities and qualifications, without regard to race, color, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, age, physical or mental disability, veteran status, genetics, or any other protected characteristic.&nbsp; Aspire Health Alliance strives to fully reflect the clients and communities we serve and believes that a diversity of interests and cultures leads to a stronger and more innovative organization.<h4>Required Experience</h4>

<h3>Job Description:</h3>Vice-President, Growth Strategy LeadFidelity’s Emerging Business unit solves some of America’s most pressing issues head on. Whether it is helping people with their student debt or reinventing retirement – we work with employers and employees to make the most out of company benefits. Seated within Fidelity’s Workplace Investing business unit, our team is uniquely positioned to use the company’s depth of experience as the nation’s leader in workplace benefits, while blazing our own trail to serve customers in new ways and find new revenue growth.We are looking for a dynamic, motivated VP, Growth Strategy Lead to join our Student Debt Product Area. You will lead a team of strategists to drive growth for our first-to-market Student Debt offerings. You will deliver measurable growth results by keeping up with student debt industry trends, positioning our product’s advantages to the market, and articulating strategic vision to partners and executives. Your team builds Go-To-Market strategies (B2B2C) that create market awareness and demand for our new capabilities while taking advantage of Fidelity’s distribution scale. Your team also informs product prioritization and investment needs by evaluating strategy opportunities and helps govern coordination across business partners to accelerate sales growth.If you thrive in a fast-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you.The Expertise You Have<ul><li>15+ years of go-to-market, startup strategy, consulting, or product management experience</li><li>History of growing a new product or business in B2B and ideally B2B2C environments</li><li>History of defining and evangelizing growth strategies</li><li>History of leading cross-partner solutions in the face of ambiguity</li><li>Proven track record of leading a dynamic team with a wide scope of responsibilities </li></ul>The Skills You’ll Use<ul><li>Ability to develop and implement go-to-market strategies that deliver measurable results</li><li>Ability to identify, assess, and scope opportunities that lead to growth and scale</li><li>Ability to build and improve governance routines that meet the need of our scaling business</li><li>Ability to bring together multi-functional partners to achieve common goals</li><li>Ability to craft compelling data-driven narratives for a wide range of audiences</li><li>Desire to join an accountable, dynamic, and collaborative team of growth strategists, marketers, salespeople, and product leaders. You’ll put your stamp on our business while also learning from your skilled teammates.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business StrategyFidelity’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.

Vice-President, Growth Strategy Lead

<h3>Job Description:</h3>The Investment Strategist team provides investment-related support and education for Fidelity Workplace Investing clients and advisors across all segments. Investment Strategists are an internal group of professionals with broad financial backgrounds focusing on capital markets, money management and consulting. This group is available to help Plan Sponsors and their advisors make educated investment-related decisions associated with their DC or DB plans. The Investment Strategist team provides Investment Support for Fidelity Workplace Investing clients and advisors regarding their retirement plans with potential for exposure to other institutional markets. The successful candidate will be an experienced, articulate presenter, and have the presence to carry authority at senior corporate level both within the client base and within Fidelity. The Investment Strategist location may be flexible, though it is preferred that they be near one of our primary campuses, where they can interact with other team members (Boston, MA, Covington, KY or Westlake, TX) Primary Responsibilities<ul><li>The Investment Strategist will work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with clients and advisors but particularly with focus on the client’s "investment decision makers". Occasionally the Investment Consultant may also be required to join a sales team, adding an investment focus to a "finals" presentation.</li><li>He/she will be a team player, and be expected to both contribute their expertise and ideas freely, but at the same time, learn from a very knowledgeable peer group.</li><li>The Investment Strategist is responsible for servicing the investment needs of a pooled group of smaller (asset size) defined contribution clients and working closely with the Managing Director and service team to enhance the client relationship. </li><li>Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment trends, addressing investment fiduciary issues, and providing timely follow up. </li><li>The role requires a high volume of client interaction almost exclusively by video with the potential for limited face to face interactions. </li><li>The Investment Consultant is also responsible for staying current on all relevant compliance requirements and for completing the associated administrative and reporting requirements of the role. The role requires strong investment knowledge, presentation and communication skills, organizational efficiency, a degree of aptitude with the use of technology, and the ability to work in a team environment</li></ul>Education and Experience<ul><li>CFA/CFP and/or MBA strongly preferred.</li><li>Minimum of 5 years investment consulting or related experience.</li><li>Ability and desire to identify and build relationships with client investment decision-makers.</li></ul>Skills and Knowledge<ul><li>Detailed understanding of mutual funds and other investment vehicles, including various non-mutual fund investment vehicles that are commonly found in institutional retirement plans.</li><li>Excellent understanding of the economy and its drivers.</li><li>Solid understanding of asset allocation methodology and style analysis together with the quantitative background to the process.</li><li>Excellent understanding of retirement plan investment menu design.</li><li>Travel: 0-25% travel required.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>ConsultingFidelity’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.

Director - Investment Strategist- Retirement Services

<h3>Job Description:</h3>The RoleFidelity Capital Markets (FCM) is seeking an associate to join the Workflow Solutions Team within Order Flow Management. In this role, you will help to provide end-to-end workflow and trading solutions across our diverse customers and channel partners and help develop and improve FCM’s execution oversight! You will use an iterative approach in partnering with Technology, Finance, Regulatory Reporting and others to improve processes and data associated with the execution of various asset classes by trading partners. As a critical part of agile product development, you will work closely with internal channel business partners, data scientists, technologists, and operations staff to continuously refine the workflows, controls, validation, and payments process.<ul><li>Apply a hypothesis driven approach to analyze and synthesize insights that will guide ongoing design and development of FCM’s workflows, controls, validation, and payments process.</li><li>Understand the regulatory and risk environments, and optimally integrate them into your decision-making process</li><li>Communicate progress, risks, and countermeasures effectively within the team and more broadly to key team members</li></ul>The Expertise and Skills You Bring:<ul><li>Bachelor’s degree</li><li>Strong analytical problem-solving background</li><li>Agile product management experience preferred</li><li>Knowledge of equity financial markets and trading processes preferred</li><li>Series 7 and 63 licenses required within 6 months of hire</li><li>Standout colleague with a positive attitude and an interest in crafting innovative equity trading solutions</li><li>Strong verbal and written communication skills</li><li>Outstanding attention to detail</li><li>Ability to understand the technical and operational components and workflows associated with FCM’s equity trading products</li><li>Ability to liaise with multiple departments (legal, risk, compliance, operations, technology, business partners) to build solutions for our customers</li><li>Strong interpersonal, time management, and prioritization skills with the ability to build and cultivate external relationships with trading partners</li><li>Proven ability to communicate and demonstrate the value of workflow decisions to business and technology partners through both quantitative and qualitative rationale</li><li>Self-starter who accepts pace over perfection and enjoys working in a fast-paced, demanding environment</li></ul>The Team:FCM’s Equity’s Workflow Solutions team defines and brings to market the innovative equity trading products and solutions that our customers need. ​<ul><li>Note: Fidelity will not provide immigration sponsorship for this position </li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementFidelity’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.

72 Project Management / Professional Services Jobs in Quincy, MA, USA