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<p><b>Job Description and Requirements</b></p><p>Randolph-Brooks Federal Credit Union is currently searching for an experienced and talented IT Problem and Change Management Manager to join our amazing Project Management Office team!&nbsp;</p><p>The IT Problem and Change Management Manager will have the ability to work a hybrid schedule (remote/onsite) after a period of training (time frame may vary). Training will take place at the RBFCU Administrative Service Center: <b>1 Ikea-RBFCU Pkwy, Live Oak, Texas 78233. </b></p><p><b>All applicants must reside within the state of Texas and have the capability of performing all of the work from their home in Texas.</b></p><p>To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU.</p><p><br>•&nbsp;&nbsp; &nbsp;Must have a reliable home internet provider and the ability to hard wire a connection directly to modem (Ethernet cable provided).<br>•&nbsp;&nbsp; &nbsp;Must be able to provide a workspaces at home that is safe, suitable for work, and within a distraction free environment</p><p>The IT Problem and Change Management Manager ensures stability, reliability, and continuous improvement of IT services and business operations, while minimizing disruptions and risks.</p><p>This is a servant leadership role responsible for managing the change and problem management team and ensuring accuracy, timeliness and visibility of changes and their results as well as the thoroughness, promptness and transparent resolutions of problems..</p><p><b>Essential Functions and Responsibilities:</b></p><ul><li>Provide managerial leadership and direction to the analyst team, including personal development plans, on-boarding training plan for new team members, and skills and quality assessment templates and reviews.</li><li>Develop, implement, and maintain department procedures for Problem and Change Management efficiency, in alignment with departmental objectives.</li><li>Review enterprise technology groups problem root cause analysis and reporting metrics for accuracy and completeness.</li><li>Facilitate IT Major Incident and IT Change Control Board meetings.</li><li>With senior leadership, track department Key Performance metrics.</li><li>Serve as project manager for designated regulatory or compliance efforts.</li><li>Assist the team with coverage as needed.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul><p><b>Requirements:</b></p><ul><li>High School diploma or GED</li><li>Minimum five years of job-related work experience</li><li>Minimum 5 years’ financial institution experience</li><li>Minimum 5 years data analysis experience</li><li>Minimum 4 years of IT Service Management (ITSM) tools experience</li><li>ITIL Strategic Leader certification required</li><li>Required Project Management Professional (PMP) certification within 3 years of attaining position</li><li>Intermediate team leadership experience</li></ul><p><b>Skills and/or Certifications:</b></p><ul><li>Expert data analysis skills, including collecting and analyzing operational data, identifying trends and inefficiencies, and preparing reports and documentation</li><li>Ability to implement change management methodologies (ITIL, ADKAR, etc.) for an enterprise</li><li>Demonstrable proficiency in tools like Excel, Power BI, or similar for data visualization</li><li>Expert interpersonal, organization, and presentation skills</li><li>Intermediate analytics training skills</li><li>Professional verbal and written communication skills</li><li>Strong adaptability to change</li></ul><p><b>Preferred:</b></p><ul><li>Graduation from accredited college/university with associate’s degree in computer science, information technology, or related field. In lieu of associate’s degree, two years of related experience will equal to associate’s degree</li><li>Current CISSP or CCNP</li><li>CCDP a plus</li></ul><p><b><i>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.</i></b></p>

RBFCU

IT Problem and Change Management Manager

<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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Fidelity Investments

Investment Consultant - Southlake, TX

<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 $70,000 - $105,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>Relationship Management

Planning Consultant - Rancho Bernardo, CA

<h3>Job Description:</h3><p><strong>The Department</strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.</p><p><strong>The Team</strong></p><p><strong>Private Markets Research</strong></p><p>SAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.</p><p><strong>The Position</strong></p><p>In this role, you will work under the guidance of senior team members and the Private Credit Portfolio Manager to perform investment manager and market research. As an initial core member of the Private Credit Research team, you will support the sourcing, due diligence, monitoring, investor reporting, and execution of private credit investments. This role will have an initial focus on Direct Lending, with exposure to various private credit investment strategies and geographies over time.</p><p><strong>Qualifications</strong></p><ul><li><p>Bachelor’s degree required; CFA or progress toward CFA a plus</p></li><li><p>3+ years of relevant investment experience; performing private credit manager due diligence preferred, co-investment diligence experience a plus</p></li><li><p>Solid understanding of private credit market fundamentals, credit principles, and capital structures</p></li><li><p>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills</p></li><li><p>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</p></li><li><p>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</p></li><li><p>Ability to work collaboratively in a team environment</p></li><li><p>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tools</p></li></ul><p><strong>Location</strong></p><p>Boston, Massachusetts</p>The base salary range for this position is $100,000 - $200,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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><h3>Category:</h3>Investment Professionals

Private Credit Associate, Strategic Advisers

<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 $60,000 - $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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Santa Barbara, CA

<h3>Job Description:</h3><p><strong>The Department </strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.</p><p><strong>The Team</strong></p><p><strong>Private Markets Research</strong></p><p>SAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.</p><p>The Private Equity Research team supports Fidelity’s multi-strategy private equity funds in addition to future initiatives. Fidelity is raising the third multi-strategy private equity fund in this annual vintage series, which seeks to generate attractive risk-adjusted returns by investing in a diversified portfolio of private equity funds, including buyout, growth, secondary funds, and if available, co-investments.</p><p><strong>The Position</strong></p><p>In this role, you will work under the guidance of senior team members and Portfolio Managers to perform investment manager research and analysis. You will support the sourcing, due diligence, monitoring, investor reporting, and execution of third-party private equity fund investments and co-investments. The role will have exposure to multiple geographies and investment fund strategies, including secondaries, buyouts, and growth equity.</p><p><strong>Qualifications</strong></p><ul><li><p>Bachelor’s degree required; CFA or progress toward CFA a plus</p></li><li><p>3+ years of relevant investment experience; private equity manager due diligence preferred, co-investment due diligence experience a plus</p></li><li><p>Solid understanding of private equity markets, strategies, and fund analysis</p></li><li><p>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</p></li><li><p>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</p></li><li><p>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills a plus</p></li><li><p>Ability to work collaboratively in a team environment</p></li><li><p>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tool</p></li></ul><p><strong>Location</strong></p><p>Boston, Massachusetts</p>The base salary range for this position is $100,000 - $200,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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><h3>Category:</h3>Investment Professionals

Private Equity Associate, Strategic Advisers

<h3>Job Description:</h3><p><strong>Job Title: </strong>Fidelity Global Security Operations Center (GSOC) - Specialist</p><p><strong>The Role</strong></p><p>As a GSOC Specialist, you will play a vital role in ensuring the safety and security of our company premises, employees, and stakeholders. You will be responsible for dispatching and coordinating responses to various emergencies, analyzing intelligence to mitigate global threats, and supporting our travel security program. Your ability to communicate effectively, manage multiple tasks, and work in a flexible scheduling environment will be crucial to your success in this role.</p><p><strong>Coordinate and dispatch responses to incidents occurring on company premises or at corporate events, utilizing appropriate communication methods.</strong> This includes managing responses to medical emergencies, burglaries, fires, and duress alarms. Operators may also need to liaise with law enforcement, fire departments, or other public safety organizations during emergencies at or near company property.</p><p><strong>Evaluate, analyze, and escalate open-source and subscription-based intelligence</strong> to mitigate and report global threats to company property, employees, and stakeholders.</p><p><strong>Accurately document, thoroughly assess, and promptly escalate instances of potential threats in the workplace.</strong> This involves maintaining detailed records of observed or reported threats, evaluating their severity and potential impact, and ensuring timely communication to relevant security partners for appropriate action. The objective is to enhance workplace safety by proactively addressing and mitigating risks.</p><p><strong>Provide comprehensive support to the travel security program by actively monitoring associate travel and ensuring preparedness to account for them during events of concern or elevated risk.</strong> This includes tracking travel itineraries, assessing potential threats related to travel destinations, and maintaining real-time communication with associates. In the event of heightened risk or emergencies, the GSOC Specialist will coordinate with relevant security teams to ensure the safety and well-being of traveling associates, providing timely updates and necessary assistance.</p><p><strong>Report any unusual or abnormal conditions to the company's security personnel, management, employees, suppliers, and facilities organization.</strong> This involves promptly identifying and documenting irregularities, ensuring clear and effective communication with all relevant parties to address and resolve potential issues swiftly.</p><p><strong>Collaborate closely with internal security, facilities &amp; real estate, enterprise resiliency, and business continuity teams during incidents or events that impact business operations.</strong> This involves coordinating efforts to ensure a unified response, sharing critical information, and leveraging each team's expertise to effectively manage and mitigate the impact of such incidents. The GSOC Specialist will play a key role in facilitating communication, supporting recovery efforts, and ensuring that all necessary measures are taken to protect company assets and maintain operational continuity.</p><p><strong>Receive, evaluate, and disseminate incoming information and reports from company security personnel, field security officers, employees, suppliers, reporting parties, and local agencies.</strong> This involves systematically assessing the relevance and accuracy of the information, ensuring it is communicated effectively to appropriate stakeholders, and facilitating timely and informed decision-making processes.</p><p><strong>Create detailed, fact-based incident reports for distribution to various Fidelity stakeholders.</strong> This involves gathering accurate and comprehensive information about incidents, analyzing the data to ensure clarity and relevance, and compiling it into concise reports. These reports must effectively communicate the key facts and findings. The GSOC Specialist will ensure that all reports are meticulously documented and distributed promptly to maintain transparency and support the company's security objectives.</p><p><strong>Facilitate the coordination of service requests for after-hours access to Fidelity offices.</strong> This involves managing and processing requests efficiently, ensuring that all necessary approvals are obtained, and communicating with relevant personnel to provide seamless access outside of regular business hours.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>· 3+ years of full-time experience in a security function, preferably in an operations or control center setting.</p><p>· Bachelor’s Degree preferred.</p><p>· Computer proficiency with Microsoft Office suite of products.</p><p>· Demonstrated proficiency in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.</p><p>· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).</p><p>· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence is preferred.</p><p>· Providing excellent customer service in a high call volume setting. </p><p>· Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision</p><p>· Must be able to communicate effectively with all levels of the organization.</p><p><strong>The Team</strong></p><p>Join our team and contribute to maintaining a secure and resilient environment at Fidelity. This position is based in Smithfield, RI or Merrimack, NH and offers an exciting opportunity to work with internal security, facilities, and business continuity teams during business-impacting incidents. Ready to make a difference? Apply now and become a key player in our security operations!</p><h3>Certifications:</h3><h3>Category:</h3>Security<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

GSOC Specialist

<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><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>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</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</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><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul>The base salary range for this position is $60,000 - $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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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

Financial Consultant - Marin, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Asset Management Risk team is responsible for risk management of the Asset Management business. AM Risk is responsible for proactively identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li>Reporting on significant and emerging risks to assist management in improving their controls and processes</li><li>Program management of risk programs like Sarbanes Oxley Certifications, Records management, Risk Assessment tracking</li><li>Analyze data and controls to identify and measure risks</li><li>Use data visualization tools to develop risk management reporting</li><li>Assist in collecting, cleaning, and analyzing data from various sources to identify trends and patterns</li><li>Create visualizations and reports to present findings to stakeholders</li><li>Collaborate with cross-functional teams to understand their data needs and provide actionable insights</li><li>Help maintain and improve data quality and integrity</li><li>Participate in team meetings and contribute to data strategy discussions</li></ul><p><strong>The Expertise You Bring</strong></p><ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>3-5 years of Risk Management experience or relevant program management experience</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Knowledge of financial markets and products</li><li>Excellent interpersonal, verbal and written communication skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul><p><strong>The Team</strong></p><p>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. </p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $80,000-153,000 USD 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>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>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><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Risk Manager, Asset Management Operations

<p>At American Express, our culture is built on a 175-year history of innovation, shared valuesand&nbsp; and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you’ll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</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>The Technical Risk Management (TRM) team, within the Global Risk and Compliance organization and led by the Chief Risk Officer, manages operational risks associated with Information &amp; Cyber Security Risk, Business Disruption, Technology Risk, Data Risk, and AI Risk Management. The team also ensures that risk management activities are conducted in alignment with regulatory requirements and industry expectations. In addition, the team aggregates and reports on key risk management and oversight activities to the relevant management and Board risk committees.&nbsp;&nbsp;</p><p><strong>How will you make an impact in this role</strong></p><p>The Director, Business Disruption &amp; Operational Resilience Risk Management is a new role dedicated to managing operational resilience risks globally at American Express. Areas of focus include business continuity management across people, processes, technology, third parties, and physical infrastructure. This role sits within the GRC team and reports directly to the Vice President, Firmwide Independent Risk Management Head of Business Disruption &amp; Operational Resilience. The incumbent will be responsible for supporting and executing on the overall operational resilience risk management and governance framework at the Company.</p><p><strong>Essential Job Functions:</strong><br></p><ul><li>Support the implementation of the operational resilience risk governance framework, including building a specialized risk team, establishing risk policies, and enhancing risk management capabilities.</li><li>Conduct independent, proactive risk management and oversight of operational resilience related risks (including people, process, technology, third party, and infrastructure)</li><li>Enhance and maintain the firm’s operational resilience framework, including policies, governance, and minimum standards, to strengthen organizational readiness and responsiveness to business disruption events.</li><li>Provide operational resilience risk oversight through identification, assessment, control, measurement, monitoring, and reporting of risks within the operational resilience program.</li><li>Develop a strong understanding of operational resilience and business continuity management processes, demonstrating curiosity and a willingness to deliver effective and credible challenge.</li><li>Identify risks&nbsp;related to operational resilience, oversee controls in line with American Express’s risk and control framework. Establish guidance and requirements for minimum recommended controls.</li><li>Leverage advanced data analytics to drive insights, proactively identifying opportunities for enhancing the Company’s operational resilience and swiftly adapting to emerging threats.</li><li>Design and implement operational resilience related metrics to identify and report risks.</li><li>Support&nbsp;regulatory exams, to ensure the company is prepared to provide necessary documentation, addressing inquiries from regulators, and demonstrating compliance with legal and regulatory requirements and supervisory expectations.</li><li>Collaborate with senior leadership, across Legal, Technology and Business Unit leaders to&nbsp;support the development of the organization’s risk appetite for operational resilience and monitor adherence to the established thresholds.</li><li>Demonstrate in-depth knowledge in key risk oversight skills, including operational resiliency, business continuity management, disaster recovery, dependency risk management, resiliency monitoring, operational vulnerability management and resiliency compliance management.</li><li>Support compliance with Resilience-related regulations and standards (e.g., OCC Bulletin 2020-94, FFIEC Handbooks, DORA, GLBA, etc.) to meet legal and regulatory obligations.</li></ul><p><strong>Minimum qualifications:</strong><br></p><ul><li>Minimum of seven years’ experience in risk management at a Global Systemically Important Bank (GSIB), with expertise spanning policy and procedure development, risk appetite frameworks, risk and control self-assessments and testing, as well as issue management.</li><li>Deep knowledge of laws, regulations, and industry frameworks (e.g. DORA, FRB SR 2020-24/OCC 2020-94, OCC Heightened Standards, FFIEC IT booklets).</li><li>Strong verbal and written communication skills with an ability to explain complex problems and ideas clearly and succinctly to senior management.</li><li>Understanding of risk assessment methodologies, frameworks and industry standards.</li><li>Deep expertise in key elements of operational resilience framework: risk identification and assessment, business continuity planning, incident response and recovery, crisis management, governance</li><li>Demonstrates ability and aspiration for building and nurturing teams and leading complex and high impact assessments.</li><li>Displays a mindset of questioning assumptions, critically assessing information and seeking evidence to validate conclusions, so decisions are unbiased and well-founded.</li><li>Demonstrates learning agility: Learns from unfamiliar experiences. Perseveres through and learns from setbacks.</li><li>Analytical attitude with consistent track record of using data and business insight to develop winning strategies and drive business decision-making,</li><li>Ability to make decisions quickly and effectively.</li><li>Demonstrates courage and resilience.</li><li>Ability to work in a highly collaborative environment, excellent relationship building skills and ability to influence partners with a firm strategic view.</li><li>Highly motivated self-starter with ability to juggle multiple tasks in a fast-paced, ambiguous environment, with excellent organization skills and careful attention to detail.</li><li>Possess a high degree of technical savvy, with a keen ability to learn new technology quickly and easily.</li><li>Working knowledge of one or more of the data mining tools/technologies (e.g. Microsoft Excel: Pivot Tables SQL, SAS, Python, R)</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>Industry certifications in Operational Resilience, Business Continuity Management, and Disaster Recovery are preferred.<p>Guardian</p></li></ul><p>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + 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>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.</p>

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