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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you’re finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.Commercial Rating and Underwriting (CRU) sits within the Credit and Fraud Risk Management (CFR) division and supports the institutional credit risk management function within American Express. The CRU team plays the critical role of assessing and managing the risk of large institutional exposures across all business units within American Express, and in all regions globally.&nbsp; Credit exposures are primarily generated through corporate and small business charge card programs, and via merchant relationships where non-delivery risk exists.&nbsp; This team focuses on Amex’s largest credit exposures, whereas smaller commercial and consumer credit risks are generally measured by machine learnings models. CRU is led from Salt Lake City with regional teams in New York, London, Singapore, Sydney, Bangalore and Gurgaon.&nbsp;Key Responsibilities:Directors in CRU are responsible for overseeing managers who rate and underwriting credit exposures in their assigned region, industry, and business line. Fundamental analysis incorporates a thorough review of business, financial, industry and country risk coupled with support from internal and external rating model outputs. Assessment includes understanding of the need for credit extension, profitability of the relationship and program structures. CRU directors interact with various constituents across the firm including front office sales, business unit risk partners, and credit administration to perform their critical role.Minimum Qualifications<ul><li>Minimum 7 years experience rating and / or underwriting at a leading financial institution or rating agency</li><li>Bachelor’s degree (or substantial coursework) in finance, accounting, economics, or statistics</li><li>Expertise as a credit and underwriting decision maker dealing with commercial exposures ranging from small business or middle-market to large, multinational institutions</li><li>Thorough understanding of fundamental financial analysis including the ability to review corporate financial statements to determine the ability of the obligor to honor its credit obligations</li><li>Comfort with GAAP/IFRS accounting standards, corporate valuation, and forecasting</li><li>Knowledge of how probability of default and loss given default determine economic capital</li><li>Experience in determining appropriate credit capacity, structuring of facilities, and risk mitigation techniques</li><li>Familiarity with quantitative credit models (such as Moody’s RiskCalc) and knowledge of how to interpret the outputs, and when deviation from the model has appropriate defense</li><li>Comfort with public agency ratings and supporting analysis</li><li>Understanding of current macroeconomic trends and how to provide recommendations to improve the PD estimation based on the business cycle</li><li>Experience preparing company-specific and industry-wide credit memorandums</li><li>Excellent judgment in making sound rating and underwriting decisions to maximize profitability and mitigate risk</li><li>Familiarity with banking regulations, particularly those imposed by Basel Committee on Banking Supervision</li><li>Track record of collaborating and building relationships across organization</li><li>Ability to lead large scale, time sensitive, enterprise-wide projects through to successful completion</li><li>Proven ability to influence others to achieve complex objectives against tight deadlines</li><li>Experience managing, training, and mentoring others</li></ul> Preferred Qualifications<ul><li>Graduate degree with a finance or business emphasis, or Chartered Financial Analyst (CFA) designation, is preferred</li></ul>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

American Express

Director - Risk Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also, they do preventive work to avoid future overdues with accounts that have a high exposure.The candidate is responsible to conduct independent portfolio monitoring and credit risk assessments, develop and maintain credit risk policies and standards, review credit risk processes, and take part in projects that provides Second Line challenge to front-line risk teams. &nbsp; This role assures that Credit risk is properly evaluated and effectively communicated. &nbsp; The role also provides the opportunity to work with and impact numerous diverse businesses at American Express. &nbsp; &nbsp;The breadth of responsibilities in this role provides a great training ground for a candidate looking to understand the key principles of Institutional credit risk management.Key Responsibilities:<ul><li>The Credit Risk Oversight team within American Express oversees the Credit Risk Appetite limits, policy exceptions, and credit concentrations</li><li>The Credit Oversight team performs independent reviews of commercial portfolios that include an evaluation of the adequacy and accuracy of credit decisions, consistent application of risk policy and credit procedures, analysis of underwriting standards and practice, and determining through ongoing monitoring the overall assessment of asset quality.</li><li>Collaborate with Business Unit Risk teams to enhance decision processes or address major credit issues.</li><li>Analyze trends in the charge and lending portfolios and conduct deep dive analysis to understand key drivers.</li><li>Support the development of next generation risk capabilities (e.g. Smart Monitoring)</li><li>Produce credit risk dashboards for AXP Risk Committees including tracking risk appetite metrics.</li></ul>Qualifications:<ul><li>0 – 3 years’ credit risk management experience or underwriting commercial exposures to small business, middle-market, and large multinational institutions</li><li>Knowledge of financial statement analysis including an understanding of key financial ratios with the ability to form independent opinions on credit and recognize emerging risks</li><li>Familiarity with banking regulations, particularly those imposed by OCC and Federal Reserve.&nbsp;</li><li>Knowledge of macroeconomic trends and its impact on borrower repayment.</li><li>Analytical skills and business acumen with a risk-reward control perspective.</li><li>Experience with data-driven analytical tools a plus (e.g. SQL, SAS, HIVE/HADOOP, R, Python)&nbsp;</li><li>Ability to clearly communicate findings to credit risk peers, business partners, and senior leaders.</li><li>Demonstrates the courage to challenge the status quo.</li><li>Demonstrates the ability to successfully manage multiple priorities under pressure.</li><li>Proven ability to collaborate with colleagues across the Company.</li><li>Self-starter with natural curiosity to solve problems.</li><li>Bachelor’s degree with a degree (or substantial coursework) in finance, accounting, economics, or statistics</li></ul>Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Analyst-Risk Management

<h3>Job Description:</h3><h3>Planning Consultant</h3>Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Remarkable 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 calls to further educate clients and uncover opportunities</li></ul><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><h3>How Your Work Impacts the Organization</h3>Through your knowledge of financial planning 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 complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Planning Consultant - Lehi, UT

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Consumer Banking Services Organization was created to meet ongoing American Express Members’ financial services needs beyond the card and build upon a broader Membership promise. This team is driving AXP’s innovation for banking services, identifying Member needs and innovating around new digital banking products. This exciting opportunity is core to driving the future success of American Express.The Compliance Manager- Banking Product Issue Management will ensure our Consumer Deposit Products (Checking, Savings, and Time Deposits) are operating in accordance with our customer promises while meeting all regulatory obligations. The successful candidate will assist in the identification, resolution and management of issues which impact the Consumer Deposit Products. This colleague will lead efforts and strategies to define effective resolutions of escalated compliance issues and events that impact our products and/or customers, assist in the development of uniform processes to manage, document, and resolve issues, and ensure we protect the integrity of our products and the interests of our customers.Responsibilities:&nbsp;<ul><li>Partner with Control Management, Compliance and business partners to identify potential issues, influence decisions about issue management, and manage Issues and Events through closure</li><li>Drive engagement from all stakeholders and develop an environment of ownership and responsibility for issues across the Consumer Deposits team</li><li>Ensure on-time closure of all Issue and Event milestones and deliverables owned by the Consumer Banking team, which are identified by 2nd and 3rd line teams as well as any identified during regulatory exams of our processes and products.</li><li>Develop strategies to manage issues and events efficiently</li><li>Manage effective issue reporting fit for various purposes and stakeholders</li><li>Establish strong relationships with back-office servicing, technologies, privacy, tax legal and product partners</li><li>Facilitate the creation of effective controls to mitigate risk and avoid issue recurrences</li><li>Manage and organize the efforts of analyst(s) in carrying out key tasks for issue and event milestone closures, issue and event reporting, maintaining documentation library, submitting milestones for closure and supporting QA reviews.</li></ul>Minimum Qualifications:<ul><li>Bachelor’s degree or equivalent experience</li><li>5+ years of experience in product management, controls management, compliance, operations, or issue management roles or a clear demonstration of transferable skills</li><li>3+ years of experience in Banking and Deposit Products specifically, with focus on issue management or regulatory compliance</li><li>Analytical abilities and strategic perspective to identify trends and recommend solutions</li><li>Excellent project management and prioritization skills, with a focus on results</li><li>Detail-oriented and able to produce clear documentation and reports for various audiences</li><li>Ability to effectively manage multiple tasks with various milestone delivery dates</li><li>Strong data analytical analysis skillsets</li><li>Relationship builder with strong collaboration, influence and negotiation skills; someone who excels at bringing multiple cross-functional teams together toward common goals</li><li>Positive “roll-up your sleeves” attitude and ability to work with a ‘start-up’ mentality&nbsp;in a fast-paced environment&nbsp;</li><li>Maturity and flexibility to adapt as new organization grows and evolves&nbsp;</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Compliance Manager- Banking Product Issue Management

At American Express, our culture is built on a 175-year history of innovation, shared&nbsp;values&nbsp;and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Credit Risk Oversight organization within Global Risk and Compliance (GRC) is responsible for independently overseeing and challenging the company’s credit risk taking and credit risk management activities, including the comprehensive identification, management, and mitigation of credit risks within the company’s risk appetite.&nbsp;The Director will lead a team of risk professionals who conduct independent credit risk assessments of commercial rating and underwriting decisions, develop monitoring rules, review credit risk processes, and take part in projects that provide credible challenge to 1st line credit risk teams.&nbsp;&nbsp; The candidate should have experience in commercial credit risk management, data &amp; analytics, risk appetite limit setting, portfolio monitoring and relevant regulatory regulations, and guidance.&nbsp;Key Responsibilities:<ul><li>Conduct independent review of wholesale rating and underwriting decisions and provide credible challenge to first line teams.&nbsp; Assess adherence to credit policies and procedures and bank regulations.</li><li>Conduct quantitative analysis on risk management data to drive insights and recommendations for first-line teams.&nbsp;</li><li>Collaborate with Business Unit Risk teams to enhance decision processes or address major credit issues.</li><li>Identify credit risk metrics (e.g. KRIs and KPIs) to continuously monitor and oversee risk.</li><li>Develop requirements to support the next generation risk capabilities &nbsp;</li><li>Produce credit risk dashboards for AXP Risk Committees including tracking risk appetite metrics.&nbsp;</li><li>Analyze trends in the charge and lending portfolios and conduct deep dive analysis to understand key drivers.&nbsp;</li></ul>Qualifications:<ul><li>7+ years of Banking or Credit risk management experience and strong experience related to Commercial credit extension and management.&nbsp;</li><li>Familiarity with banking regulations, particularly those imposed by OCC and Federal Reserve.&nbsp;</li><li>Knowledge of macroeconomic trends and its impact on borrower repayment.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.&nbsp;</li><li>Demonstrates the courage to challenge the status quo.&nbsp;</li><li>Project management skills, ability to deliver high quality results while meeting deadlines, department and personal goals.&nbsp;</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.&nbsp;</li><li>Experience with data-driven analytical tools is helpful (e.g. SQL, SAS, R, Python)</li><li>Bachelor’s degree with high GPA and a degree (or substantial coursework) in Finance, Accounting, Economics, or Business.&nbsp;</li></ul>Leadership Skills<ul><li>A colleague who can build, encourage, and mentor a team with a passion for risk management governance.&nbsp;</li><li>Strong collaboration and influential leadership skills with the ability to build positive relationships across teams and levels of seniority.&nbsp;</li><li>Self-confident with a strong sense of integrity and the ability and willingness to challenge and be challenged.&nbsp;</li><li>Ability to communicate oversight findings to credit risk peers, business partners, and senior executives.&nbsp;</li><li>Strong verbal and written communication skills.</li></ul>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefitsWe back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Director-Risk Management

<h3>Job Description:</h3>The RoleAs a Client Service Management Team Lead in Stock Plan Services (SPS), you will lead, coach, and champion a team of Client Service Managers (CSM) responsible for delivering operational integrity, service, and support for plan sponsors’ administration of equity compensation plans. Our mission is to deliver market leading knowledge and innovation with an objective to make it easy for our clients to do business with us and reach their desired outcomes. Success is measured through client satisfaction, client retention, team development, and improving operational execution and scale. This role will:<ul><li>Own overall accountability for the day-to-day servicing of a book of stock plan clients through leading and developing a team of Client Service Managers</li><li>Cultivate a climate that values and rewards positive contributions, curiosity, inclusion, diversity, initiative, and achievement of results</li><li>Anticipate and resolve roadblocks, challenges, and dependences within and across functional teams</li><li>Find opportunities for improvement and champion system enhancements and process improvements</li><li>Handle client concerns and represent the voice of the client to ensure our organization is prioritizing and delivery on outstanding service and customer obsession </li><li>Work closely with internal business partners and external client contacts at various organizational levels</li><li>Coach and empower team members, providing feedback and positive recognition </li><li>Create vision, influence, and execute strategic initiatives to deliver client and participant satisfaction, scalability, and efficiency</li></ul>The Expertise and Skills You Bring<ul><li>5+ years of Client Service experience; preferably within Equity Compensation / Employer Benefits / Brokerage Industry</li><li>Proven experience leading a service organization with superior results</li><li>Ability to coach and inspire a team to grow and develop</li><li>Outstanding relationship builder, problem solver and communicator</li><li>A curiosity for innovation and process improvement with proven ability to advocate, influence and mobilize </li><li>A passion for working collaboratively with peers and business partners to build a culture of inclusion and success</li><li>Listens to feedback and collaborates on solutions that deliver the best outcome for our clients and the overall organization</li><li>College degree preferred or equivalent work-related experience</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamStock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPS Client Service Management, delivers outstanding service to help drive SPS client growth &amp; retention in a fast paced, growing organization. We are a team of creative problem solvers, productive relationship-builders and have a bias towards action. Our commitment is to remain grounded in the client experience and apply a customer obsessed approach to everything we do. <h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Client Service Management Team Lead, Stock Plan Services

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.American Express is proud to make available a set of on-line deposit products provided by American Express National Bank. In support of these products for both consumer and commercial customers, Enterprise Bank Servicing within the Banking Servicing Network is hiring Rep-Cash Management - CCP Servicing Roles. This role is a member of the Monetary Operations Teams within where you will deliver a world-class experience for American Express National Bank, assisting consumer and commercial customers. You'll provide personalized customer service of the highest level by supporting our Customer First framework, establishing rapport, and presenting a positive, friendly attitude. As a Monetary Operations Colleague you will be responsible for handling inbound/outbound calls on accounts while maintaining a professional working relationship between American Express, the customer and external banks. You will serve our customer's requests by gathering and analyzing pertinent data to determine the appropriate course of action while supporting a fast paced, close knit team environment. You will be part of a team that is responsible for the daily processing of: Wire Transfers, ACH transactions, Official Check requests, Internal transfers, Account closures, Check File Processing and any other required monetary or servicing requests. All Monetary Operations processes are highly regulated and scrutinized by compliance, Internal/External audit as well as Federal Regulators. We must ensure proper due diligence is performed prior to the movement of all monetary transactions.&nbsp;In this role you will be required to:<ul><li>Must be extremely detail oriented to have the ability to analyze and understand large amounts of information, financial and otherwise from numerous sources&nbsp;</li><li>Must possess intuitive and deductive reasoning skills and be comfortable making decisions and recommendations in unclear circumstances</li><li>Willingness to be involved in business initiatives that drive career development and team engagement&nbsp;</li><li>Must effectively communicate American Express concerns while ensuring customers that they are valued infusing the Customer First Focus = Easy, Recognize, Solve</li><li>Take on additional responsibilities within Operations based on overall business needs to drive business initiatives and support career development and team engagement&nbsp;</li></ul>Minimum Qualifications:<ul><li>2+ years’ experience in Operations or Banking preferred&nbsp;</li><li>Must have excellent analytical, written, and verbal communication skills&nbsp;</li><li>Must have strong time management skills and the ability to work under pressure and with limited supervision while managing multiple tasks effectively</li><li>Strong computer literacy with a solid working knowledge of current internet technology, the ability to research information for business related purposes and proficiency with Microsoft Office products&nbsp;</li><li>Proven adaptability to a quickly changing environment&nbsp;&nbsp;&nbsp;</li></ul>&nbsp;Preferred Qualifications:<ul><li>Thought Leadership&nbsp;</li><li>Resilient with the desire to continually improve personal performance, customer satisfaction, operational goals, and business brand</li></ul>Additional Requirements:<ul><li>This role is hybrid role. Candidates must be able to work in the office a minimum of 3 days a week.</li><li>Flexibility to work anytime between 6:00am-9:00pm local time</li></ul>Salary Range: $20.00 to $24.05 hourly + bonus + benefitsThe above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.&nbsp;US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Representative-Cash Management - Hybrid - Phoenix, AZ / Sandy, UT

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Workplace Planning Associate - Salt Lake City, Utah

Essential Job Functions:Medical Assistant<ul><li>Provides courteous and friendly service to all patients and contributes to a positive team-based work environment.</li><li>Facilitates good patient care under the supervision of a physician.</li><li>Prepares patients for examination and treatment.</li><li>Prepares exam room with necessary equipment and supplies.</li><li>Assists with the scheduling of tests and treatments, pre-authorizations as indicated.</li><li>Maintains patient records and other information General Skills.</li></ul>Oral Dispensing Financial Coordinator<ul><li>Assure the timely authorization and coverage for all oral chemotherapy and other prescribed oral medications in the Medical Oncology Department.</li><li>Facilitate the acquisition of financial patient assistance when necessary.</li><li>Maintain surveillance of the timely dispensing and surveys required for patients to adhere to their prescribed medication regimen.</li><li>Assist in communication with the patient, oncologist, insurance companies, pharmacist, nurses, lab and other healthcare-related parties.</li></ul>Required skills<ul><li>Strong interpersonal skills including strong verbal and written communication skills.</li><li>Ability to work in a stressful environment reacting calmly and effectively in emergency situations.</li><li>Ability to work as a team player – recognizing that each person’s contributions are integral to the delivery of excellent patient care.</li><li>Clinical Skills: - accurate vital signs (Blood pressure, Radial pulse, Temperature, Height, Weight) - Infection Control: PPE, Handwashing, Sharps containers, Biohazard disposal. - Equipment Use and Maintenance (Ophthalmoscope/Otoscope, O2 saturation monitor, Thermometer). - Electronic medical record access patient's chart, physician schedule, tasking Rx refills/authorizations, lab results, record vital signs, medications, imaging results.</li></ul>Qualifications:<ul><li>Experienced Medical Assistant, or equivalent, with minimum of 3 years’ experience.</li><li>Current CPR certification or obtain within 4 months of hire.</li><li>Knowledge of medical terminology.</li></ul><ul><li>Ability to bend, reach, lift, pull, push, and/or carry up to 10 pounds regularly and up to 50 pounds occasionally is required. Ability to stand and sit for prolonged periods of time is required.</li></ul><ul><li>Oncology experience preferred but not required.</li><li>Must meet all state laws and regulations governing the practice of in-office dispensing.</li><li>Team player with positive attitude.</li></ul>

Revere Health

Experienced Medical Assistant & Dispensing Financial Coordinator

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Credit Risk Oversight organization within Global Risk and Compliance (GRC) is responsible for independently overseeing and challenging the company’s credit risk taking and credit risk management activities, including the comprehensive identification, management, and mitigation of credit risks within the company’s risk appetite.The candidate is responsible to conduct independent credit risk assessments of commercial rating and underwriting decisions, develop monitoring rules, review credit risk processes, and take part in projects that provide credible challenge to 1st line credit risk teams. The candidate should have experience in commercial credit risk management, data &amp; analytics, risk appetite limit setting, portfolio monitoring and relevant regulatory regulations, and guidance.Key Responsibilities:<ul><li>Conduct independent review of wholesale rating and underwriting decisions and provide credible challenge to first line teams.&nbsp; Assess adherence to credit policies and procedures and bank regulations.</li><li>Conduct quantitative analysis on risk management data to drive insights and recommendations for first-line teams.</li><li>Collaborate with Business Unit Risk teams to enhance decision processes or address major credit issues.</li><li>Identify credit risk metrics (e.g. KRIs and KPIs) to continuously monitor and oversee risk.</li><li>Develop requirements to support the next generation risk capabilities </li><li>Produce credit risk dashboards for AXP Risk Committees including tracking risk appetite metrics.</li><li>Analyze trends in the charge and lending portfolios and conduct deep dive analysis to understand key drivers.</li></ul>Qualifications:<ul><li>5+ years of Banking or Credit risk management experience and strong experience related to Commercial credit extension and management.</li><li>Familiarity with banking regulations, particularly those imposed by OCC and Federal Reserve.&nbsp;</li><li>Knowledge of macroeconomic trends and its impact on borrower repayment.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.</li><li>Demonstrates the courage to challenge the status quo.</li><li>Project management skills, ability to deliver high quality results while meeting deadlines, department and personal goals.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.</li><li>Experience with data-driven analytical tools is helpful (e.g. SQL, SAS, R, Python)</li><li>Bachelor’s degree with high GPA and a degree (or substantial coursework) in Finance, Accounting, Economics, or Business.&nbsp;</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions

17 Project Management / Professional Services Jobs in Sandy, UT, USA