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At American Express, our culture is built on a 175-year history of innovation, sharedvaluesand Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The Global Risk &amp; Compliance Organization (“GRC”) independently oversees the company’s risk-taking and risk management activities, including the comprehensive identification, management, and mitigation of risks within the Company’s risk appetite.&nbsp;GRC ensures the company operates in a safe, sound and fully compliant manner within all applicable regulatory expectations. We create and maintain the overall risk management framework while ensuring legal and regulatory compliance.We are passionate about our commitment to drive the company’s goals of growth and progress by creating a culture of awareness and proactivity around regulatory matters, and by partnering closely with business units across the enterprise to ensure we deliver maximum value to our shareholders and our customers efficiently and effectively.The Financial Risk Management within Global Risk and Compliance (GRC) is responsible for identifying and managing Credit Risk, Model Risk, Market &amp; Liquidity Risk, External Fraud risk and Financial Crimes Decision Science &amp; Analytics CoE, across all business units, functions, processes and geographies at American Express.&nbsp;We are seeking a Manager, Portfolio Analytics, to join our Financial Risk Management (FRM) function within GRC. The role requires close collaboration with several key partners including CCO teams across US &amp; International markets, Fraud Risk team, Finance, Treasury and Capabilities teams to evolve globally consistent and scalable analytics &amp; MIS.Key responsibilities:<ul><li>Monitor key Liquidity, market and External Fraud risk portfolio metrics and ensure that the analytics yields impactful actionable insights and provides early reads on emerging trends</li><li>Create and Manage Risk MIS, dashboards, execute report and regulatory reporting.</li><li>Responsible for ideating and developing MIS and monitoring capabilities</li><li>Create Early Warning Indicators leveraging Macro-trends, alternate data, customer insights</li><li>Identifying different risks, delivering and calling out key findings, and advising on recommended solutions to mitigate these risks.</li></ul>Required Qualifications:<ul><li>Strong analytical skills and a rigorous, data-driven approach to problem-solving</li><li>Intellectual curiosity, learning agility, and keen attention to detail</li><li>Proven ability to collaborate effectively and drive large-scale cross-functional initiatives</li><li>Effective communication skills – clear, structured, and articulate</li><li>High energy, a can-do attitude and a demonstrated team-first mentality</li><li>Strategic thought leadership with a focus on process innovation</li><li>An advanced degree in statistics, econometrics, data science, mathematics, engineering, or a related quantitative field of study</li></ul>Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit ourColleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window:<a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions

American Express

Manager-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.The Senior Manager of Data Risk Management will be part of the team responsible for ensuring compliance with the Enterprise Data Risk Management Policy within the Enterprise Acquisition Products &amp; Platforms (EAPP) organization. This role will be responsible for identifying critical data, maintaining data definitions, classifying data, supporting data sourcing / usage requests, evaluating Data Risk Controls, and confirming Data Incidents are remediated. The candidate will partner across business units, technology teams, and product/platform teams to define and implement the data governance strategy, monitor and manage data risks, resolve data/platform issues, and drive consistency, usability, and governance of specific product data across the organization.Responsibilities:<ul><li>Advance the established data governance principles, policies, and programs for stewardship, advocacy and custodianship of data</li><li>Support management of Data Risks for the business unit, in coordination with relevant supporting roles, as described in the Enterprise Data Risk Management Policy</li><li>Identify data incidents, perform root-cause-analysis of data incidents, and drive remediation of audit and regulatory feedback.</li><li>Coordinate with Business Units and other Business Unit Data Offices to ensure system-level lineage is documented completely and accurately</li><li>Assist in the identification of data risk, working with upstream data providers, downstream business partners, as well as technology teams</li><li>Partner closely with colleagues to support establishment and execution of a multi-year roadmap based on enterprise data objectives</li><li>Collaborate with data owners and users to modify or implement new repeatable and reliable business processes to effectively manage data</li></ul>Qualifications:<ul><li>5+ years of work experience relating to the creation and execution of formal data governance and/or data management programs</li><li>Minimum 2 years of experience in data governance or related domain at a large financial institution</li><li>Understanding of and experience with Data Management and Data Governance concepts (e.g., metadata, lineage, data quality)</li><li>Demonstrable experience driving meaningful improvements in business value through data management and strategy</li><li>Ability to work with white space to design and complete solutions to solve sophisticated challenges</li><li>High-caliber communication skills, both in terms of preparing presentations and delivering a updates to large audiences and senior leaders</li><li>Bachelor’s degree in Finance, Engineering, Mathematics, Statistics, Computer Science or other similar field</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.Guardian

Senior Manager - Data 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?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.Enterprise Data Risk Management (“EDRM”), within the Global Risk &amp; Compliance Organization, is the independent risk management function covering risk of financial loss, reputational damage, or regulatory or legal action resulting from inadequate data governance and/or data management practices adversely impacting the accuracy, timeliness, comprehensiveness, or usability of data within or throughout its lifecycle.&nbsp;EDRM is hiring an Analyst who will play a key role in setting up the new transaction testing function within the Enterprise Data Risk Management team to ensure financial transactions are accurate, complete and adhering to regulatory standards.Responsibilities include, but are not limited to:<ul><li>As testing will traverse products and systems across American Express, this analyst will develop a risk-based approach to determine the prioritization and cadence of reviews for transaction testing of regulatory reports via comprehensive test plans, test cases and test scripts for transaction testing based on the regulatory reports, products and systems considering applicable regulatory requirements and internal American Express Policies. Support risk mitigation strategies by identifying, evaluating and prioritizing data risks to develop tailored testing methodologies aligned to regulatory reporting processes and underlying transaction data complexity.</li></ul><ul><li>Analyze large datasets to identify discrepancies, anomalies, and gaps in reported values by performing validations against source systems/points of origin. Implement transaction testing across regulatory reports to further validate accuracy and completeness of reported values against the points of origin.&nbsp;</li></ul><ul><li>Design and prepare 2LoD transaction testing review reports summarizing the approach, testing methodology and outcomes inclusive of findings, if any. Document testing processes outcomes - including issues, results and overall accuracy. Contribute to detailed transaction testing across various card products and systems to validate data feeding into regulatory reports. Prepare and report updates on transaction testing and identified data risks to senior management.&nbsp;</li></ul><ul><li>Perform data management controls testing across regulatory reports to validate overall control design, operational effectiveness and coverage.&nbsp;</li></ul><ul><li>Stay abreast of changes in banking regulations and reporting requirements (e.g., FFIEC, FRB, OCC, FDIC) to ensure transaction testing aligns with current mandates, regulations, industry standards, emerging trends and overall best practices.&nbsp;</li></ul>Qualifications:<ul><li>Degree in Finance, Accounting, Business Administration, Risk Management, or other related discipline is required.</li></ul><ul><li>2-3 years of experience in regulatory reporting team, audit, compliance or risk management within the banking or financial services industry. Demonstrated experience in transaction testing, data validation, and analysis is preferred. As well as additional experience or understanding of financial analytics, reporting, data analytics, data controls and data transformation logics. Requesting strong knowledge of data governance, data compliance, and data-related issue management in large financial services firms. Utilize data and business analytics background to develop winning strategies and drive business decision making.</li></ul><ul><li>Knowledge, experience, or familiarity in regulatory reporting (FR2052a, FRY15, FRY9C, FRY14 etc.), audit, US GAAP and financial accounting is preferred.</li></ul><ul><li>Proficient in using data analysis tools (e.g., Excel, SQL), and knowledge of database systems.</li></ul><ul><li>Strong analytical, problem-solving, and critical thinking skills are important.&nbsp;</li></ul><ul><li>Adept verbal and written communication skills, including the ability to explain complex problems and ideas clearly and succinctly to senior management. Effectively manage multiple, and often conflicting, priorities under tight timeframes and adapt to frequent change.</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 United States is required as the company will not pursue visa sponsorship for these positions.

Analyst - Risk Management; Regulatory Reporting Transaction Testing

ABOUT THE CAMPAIGN FINANCE BOARD The New York City Campaign Finance Board manages New York City’s small donor democracy program and educates and engages voters via NYC Votes. The CFB has enjoyed a tremendous arc of progress over its 30-year history, and our updated flagship small donor democracy program is the centerpiece of this progress. We eliminate barriers to participation by providing access to the resources New Yorkers need to vote or run for office and amplify the voices of small donors with New York City’s small donor democracy program. We are dedicated to making New York City’s local democracy more open, transparent, and equitable. You would be working with a team that is mission-driven and committed to continuous improvement. ABOUT THE DEPARTMENT Records, Data, and Information is a unit that performs all phases of data and documentation intake into our internal applications, including the release and reconciliation of candidate financial disclosure submissions, amendments, and audit responses. We perform data entry for all incoming candidates related to information and provide quality control of the data. We also perform all phases of records intake and scanning/importing – both electronic and paper-based documentation that supports our agency’s auditing and enforcement mandates. We are responsible for identifying, compiling, analyzing, and redacting responsive records for Freedom of Information Law (FOIL) requests and saving the responsive records in an online accessible filing system for internal review and external production. Records, Data, and Information is also responsible for the agency’s records retention policies and procedures for both onsite paper and electronic records. We maintain administrative and archival records, including all mailings sent by CFB staff. We also manage onsite and offsite records, sending and retrieving files from the agency’s offsite storage facility while maintaining inventories for both records. JOB DESCRIPTION Responsibilities for this position focus on the records management work of the agency supporting the Assistant Records Management Officer by: - Organizing the Records Center which require the lifting and carrying of boxes while helping to inventory all records and information. - Performing work involving records inventory and retrieval. - Scanning and indexing agency records for on-site, off-site, and archival purposes. - Documenting the storage and disposal of outdated materials in an archival library or records management system. - Submitting and retrieving records from off-site storage in preparation for archival/disposal purposes in accordance with City &amp; State regulations. ESSENTIAL KNOWLEDGE, SKILLS, ABILITIES &amp; OTHER BEHAVIORS (KSAOs) We're seeking individuals eager to make an impact, even if they don't tick every box on our job description. We believe in the power of diverse perspectives and the unique blend of lived experiences, non-traditional education pathways, practical know-how, and a variety of skills and abilities that each candidate brings to the table. If you're ready to learn and grow with us, we encourage you to apply and be part of our dynamic team. Knowledge - Understanding of regulatory requirements and standards for records management - Familiarity with filing systems (both physical and digital) - Familiarity with document lifecycle management Skills - Creativity and innovation skills - Critical thinking and problem-solving skills - Time-management skills - Organizational skills such as maintaining and organizing records efficiently - Great interpersonal and communication skills Abilities - Interpersonal and cross-cultural awareness and understanding, including ability to build collaborative relationships with sensitivity to diversity/inclusion. - Team player - Applying technical expertise - Detail-oriented - Drive for results - Continuous learning and knowledge sharing Other - Understanding of data protection and privacy laws - General office tasks such as filing, photocopying, and scanning. PREFERRED QUALIFICATIONS - Proficiency in file organization and management - Knowledge of records management principles and practices - Familiarity with information governance and compliance management - Ability to work effectively with both physical and digital records __________________________________________________________________________________________________________ MINIMUM QUALIFICATIONS A bachelor’s degree from an accredited college including or supplemented by at least twelve-semester credits (or the equivalent of twelve-semester credits) in accounting, auditing, business or public administration, computer science, economics, finance, statistics, graphic design, personnel or human resources administration, user experience design, or a closely related area of study and one year of satisfactory full-time experience in accounting, auditing (including compliance or investigative auditing), business or public administration, business analysis, computer science, database administration, economics, finance, fiscal or economic management or research, statistics, graphic design, personnel or human resources administration, user experience design, or a closely related field; or A four-year high school diploma or its educational equivalent and five years of experience as described in “1” above; or Education and/or experience equivalent to “1” above. __________________________________________________________________________________________________________ TO APPLY All applicants must apply through NYC Government Jobs | Explore Careers | City of New York - Please search and apply to the job ID number listed above. - Resume and cover letter are required for consideration. - Note that only applicants under consideration will be contacted. For more information on careers with the NYC Campaign Finance Board visit our website at <a href="https://www.nyccfb.info/" target="_blank">https://www.nyccfb.info/</a> to access the full listing of job opportunities and to learn more about our agency. __________________________________________________________________________________________________ ADDITIONAL INFORMATION - The City of New York provides generous medical benefits (including dental and vision through respective unions or funds), retirement, tuition reimbursement, and additional ancillary benefits. CFB offers a flexible and hybrid work schedule, opportunities for career development, learning &amp; development (leadership training and coaching), wellness programs, and much more! As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at StudentAid.gov/PSLF. The CFB is an equal opportunity employer firmly committed to diversity. All individuals are encouraged to apply. If you anticipate needing any type of reasonable accommodation to apply for an employment opportunity, please contact <a href="mailto:access@nyccfb.info" target="_blank">access@nyccfb.info</a> or (212) 409-1800. The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy. ANALYST CFB AL 1 ONLY - 06601<h4>Minimum Qualifications</h4>1. A baccalaureate degree from an accredited college including or supplemented by at least 12 credits in one or more areas relevant to the duties described above, and one year of satisfactory full-time experience relevant to the duties described above; or 2. A four-year high school diploma or its educational equivalent and five years of experience as described in "1" above; or 3. Education and/or experience equivalent to "1" above.<h4>Public Service Loan Forgiveness</h4> As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at <a href="https://studentaid.gov/pslf/" target="_blank">https://studentaid.gov/pslf/</a>. <h4>Residency Requirement</h4> New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview. <h4>Additional Information</h4>The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

New York City Campaign Finance Board

Records Management Coordinator

The Office of Technology and Innovation (OTI) leverages technology to drive opportunity, improve public safety, and help government run better across New York City. From delivering affordable broadband to protecting against cybersecurity threats and building digital government services, OTI is at the forefront of how the City delivers for New Yorkers in the 21st century. Watch our welcome video to see our work in action, follow us on social media @NYCOfficeofTech, and visit oti.nyc.gov to learn more. At OTI, we offer great benefits, and the chance to work on projects that have a meaningful impact on millions of people. You'll have the opportunity to work with cutting-edge technology and collaborate with other passionate professionals who share your drive and commitment to making a difference through technology. The Director of Configuration Management (SACM) is the Process Owner for the Service Asset and Configuration Management process. The role is responsible for ensuring the CMDB meets its goals in terms of scope, accuracy, and useability to provide support to the ITSM processes and benefit to the organization. The role provides technical and strategic direction for the area, and day-to-day direction to a team of SACM Specialists. The position requires working with stakeholders, infrastructure support teams, management, architecture, application support teams and other areas throughout the organization in support of the goals of the CMDB, as these areas are often providers and well as consumers of CMDB data. Close interaction with the Management &amp; Budget team (that own asset management) and the Event Management team are required as these areas have strong interdependencies with SACM. Responsibilities will include: -Manage day-to-day operational aspects of the Service Asset Configuration Management team (includes data governance, data validation, task approval, working with the CI Custodians); -Directly manage staff responsible for SACM; -Define and drive strategic direction to progress CMDB quality and process efficiencies; -Work with stakeholders to gather and document new requirements; -Work with the architecture and development areas on new SACM requirements. Test, approve, and demo functional changes to stakeholders; -Institute policies and procedures concerning services, methods, standards, and scope for providing services; -Publish CMDB Governance metrics, and establish CMDB data remediation processes: work with support teams, partners, and stakeholders to ensure CMDB quality; -Implement, configure, and maintain all CMDB processes, work instructions and activities in compliance with the information technology infrastructure library (ITIL) framework; -Ensure support documentation exists for the CMDB. Ensures internal processes, procedures, tools, data definitions are documented, maintained with accuracy, and are adhered to in day-to-day operations; -Assist in defining and registering of configuration items (CIs); the appropriate level of attributes, and relationships required to support IT Service Management (ITSM) processes; -Establish CMDB Data governance processes of measurement and remediation; -Reconcile CMDB data when exceptions are noted between CMDB, discovery information, and other authoritative production data repositories; -Support the design, development, and implementation of automated processes for gathering, populating, and maintaining CMDB data; -Ensure that changes to the Configuration and Asset Management methods and processes are properly approved and communicated to staff before being implemented; -Oversee special projects and initiatives as assigned. HOURS/SHIFT Day - Due to the necessary technical duties of this position in a 24/7 operation, the candidate may be required to work various shifts such as weekends and/or nights/evenings. WORK LOCATION Brooklyn, NY TO APPLY Special Note: Taking and passing civil service exams are necessary to maintain employment with the City of New York. Please check the Department of Citywide Administrative Services (DCAS) website (<a href="http://www.nyc.gov/html/dcas/html/work/exam_monthly.shtml" target="_blank">http://www.nyc.gov/html/dcas/html/work/exam_monthly.shtml</a>) for important exam filing information. Please ensure that you are either a permanent employee in the civil service title listed on this posting, or, that you file for the examination when there is an open filing period. For more information regarding the civil service process, please visit the DCAS website at: <a href="http://www.nyc.gov/html/dcas/html/work/work.shtml" target="_blank">http://www.nyc.gov/html/dcas/html/work/work.shtml</a> * Interested applicants with other civil service titles who meet the preferred requirements should also submit a resume for consideration Please go to <a href="http://www.cityjobs/jobs/search" target="_blank">www.cityjobs/jobs/search</a> and search for Job ID # 731803 SUBMISSION OF A RESUME IS NOT A GUARANTEE THAT YOU WILL RECEIVE AN INTERVIEW APPOINTMENTS ARE SUBJECT TO OVERSIGHT APPROVAL NOTE: This position is open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate in your cover letter that you would like to be considered for the position under the 55-a program. OTI participates in E-Verify TELECOMMUNICATIONS MANAGER (NO - 8298A<h4>Minimum Qualifications</h4>1. A baccalaureate degree from an accredited college including or supplemented by 24 credits in the field of voice and/or data telecommunications or in a pertinent scientific, technical, electronic or related area, and four years of satisfactory fulltime experience in the performance of analytical, planning, operational, technical, or administrative duties in a voice and/or data telecommunications or closely related electronics planning, management, and/or service organization, one year of which must have been in a highly specialized capacity and 18 months must have been in an executive, managerial, or administrative capacity or in the supervision of staff performing work in the voice and/or data telecommunications field; or 2. An associate degree from an accredited college including or supplemented by 12 credits in the field of voice and/or data telecommunications or in a pertinent, scientific, technical, electronic or related area and five years of experience as described in "1" above; or 3. Education and/or experience equivalent to "1" above. However, all candidates must have at least a four-year high school diploma or its educational equivalent and one year of the specialized experience as described in "1" above and must possess the 18 months of executive, managerial, administrative or supervisory experience as described in "1" above.<h4>Preferred Skills</h4> The successful candidate should possess the following:-Bachelor’s or associate degree in computer science, information technology, engineering or business administration + 5 years experience, or 8 years’ equivalent experience -ITIL v3/2011 Foundation certification and applied knowledge of real-world ITSM environments, specifically knowledge of Incident and Change processes -Experience in managing direct reports, and being responsible for a functional area -Experience in strategic planning, and project implementation -Ability to work across the organization to maintain communication channels with the Infrastructure Project Delivery teams, vertical leads, and 3rd party vendors to ensure successful implementations -Practical experience of ServiceNow CMDB, hardware and software asset management, and configuration management, discovery, and service mapping implementations -Demonstrable technical understanding of ServiceNow CMDB including knowledge of Class model, CSDM, Business rules, and data policy controls. The role does not involve development but a good knowledge of ServiceNow’s capabilities is required -A strong customer service attitude is required -Ability to manipulate date in common tools such as Access or Excel including use of functions and macros -Ability to analyze data trends and produce quality documentation such as requirements, process flows, procedures, and policy documents <h4>Residency Requirement</h4> New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview. <h4>Additional Information</h4>The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

New York City Office of Technology & Innovation (OTI)

Director, Configuration Management (SACM) | City of New York Jobs

Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.Position Summary The Senior Manager, Operational Risk Management will be responsible to enhance QRM capabilities for key Quality Risk Management (QRM) processes within the GxPs (GMP, GDP, GLP, Medical Devices, Cell Therapy, GCP &amp; GVP) across the Product Lifecycle. This key role will support the business to drive QRM process optimization, integration, adoption and continuous improvement through procedural writing, capability building, meeting management, digital enhancement and trend analysis of QRM data. Main responsibility will be design and execution of QRM certification program, co-chair oversight and best practice sharing meetings. Supports External Engagement and Regulatory Intelligence Activities. Works cross-functionally to develop QRM performance improvement initiatives throughout the organization by interacting and working with many great teams and leaders across the BMS network. Will provide together with the Associate Director Risk Management and Director Quality Risk Management strategic and tactical oversight. This position will report into the Senior Director, Risk Management. Key Responsibilities:<ul><li>Proactively identify needs for QRM specific capability building: This entails supporting the development and management of a structured approach to continue and enhance building the Quality Risk Management (QRM) skills and abilities within BMS.</li><li>Provide guidance and support enterprise wide for enhancing risk management capabilities and QRM process elements in partnership with the Director Quality Risk Management.</li><li>Provide QRM content and expertise in different training modalities Enterprise-Wide through various formats and channels, ensuring accessibility for employees throughout the entire company. Modalities may include online courses, workshops, webinars, printed materials, interactive session and a well developed up to date repository.</li><li>Train and support business on risk management tools and methodology, offering guidance on policies, SOPs, and internal control frameworks.</li><li>Support QRM program: process design, deployment, maintenance, monitoring and improvement of QRM procedures and methodologies (tools) via collaboration and by authoring and/or reviewing procedures.</li><li>Support GXP Phase Appropriate QRM Content in Processes, procedures and learning material in collaboration with the business by tailored approaches adhering to the specific regulatory requirements and standards applicable to each phase.</li><li>Build formal Certification Program for employees to achieve certain standards or levels of proficiency in QRM include designing the certification criteria, managing assessments or evaluations, and awarding certifications to qualified individuals and support the program.</li><li>Co-Chair the Facilitator Best Practice Sharing Forum: This element focuses on creating and maintaining a platform or forum where facilitators involved in the QRM processes can share best practices, insights, and experiences. The forum will serve as a collaborative space to enhance the skills of facilitators and to ensure consistency and quality in QRM practices across the organization.</li><li>Provide leadership, coaching, and training for PLs and COP and facilitators including both the technical processes and the behaviors necessary to optimize QRM process execution.</li><li>Provide PEARL trainings and follow-up with identified teams and prepare reports regularly or on demand such as for Quality and Governance Councils.</li><li>Collaborates on digital QRM with key stakeholders. Support the testing and roll out of IT systems supporting QRM processes and data analytics.</li><li>Support process monitoring/adoption and GxP risk profiles through data collection, analysis, trending and reporting of QRM dashboards in collaboration with I&amp;T.</li><li>Stakeholder Partnering and Engagement: Support together with the Associate Director Risk Management the partnership with teams across BMS for stakeholder-oriented incorporation/improvement of QRM principles and appropriate risk-based approaches into the business processes of the Quality Management System enterprise-wide.</li><li>Support the Director, External Engagement Insights Integrator in leading PEARL process and teams and by this risk identification and continuous improvement of external engagement and regulatory intelligence.</li><li>Support the Director External Engagement in driving BMS external involvement in key focused areas with highest impact to the company, its products and patients, through building external networks with industry and regulators, and risk-based and continuous improvement mindset.</li><li>Foster a culture of risk awareness, risk informed decision making and proactive risk management throughout the organization and by this increase QRM maturity.</li><li>Support QRM Communication for different meetings and purposes.</li><li>Business support: Support process monitoring through data collection, analysis, trending and reporting of QRM dashboards in collaboration with I&amp;T. Provides guidance on QRM methodologies and can support the business by conducting facilitation of risk assessments.</li><li>Stay updated with industry best practices and regulatory requirements related to QRM, regulatory trends and regulatory intelligence, communicate within BMS and adapt internal processes effectively</li><li>Collaborate with internal and external stakeholders to ensure alignment and compliance with QRM processes.</li><li>Monitor and evaluate the effectiveness of QRM initiatives, and recommend improvements as needed. Support site and function teams during regulatory inspections or audits, which may include direct interface with inspectors/auditors and writing/reviewing responses.</li></ul> Qualifications &amp; Experience:<ul><li>Bachelor's degree in pharmaceutical sciences, engineering, biology, or other related discipline or equivalent combination of education and experience. Master’s degree a plus. R&amp;D experience a plus.</li><li>A minimum of 8 years of biopharmaceutical/pharmaceutical industry experience with at least 2 years in risk management leadership role.</li><li>Expertise in GMP compliance, Quality System and global GMP regulations with different QRM methodologies in GXP areas (GMP, GDP, GLP, Medical Devices, Cell Therapy, GCP &amp; GVP).</li><li>Must have strong knowledge and experience with Quality Risk Management, strong demonstrated experience in conducting risk assessments</li><li>Experience in capability building in general and in Quality Risk Management</li><li>Experience in authoring and reviewing various documentations such as SOPs, WIS, presentations and training material</li><li>Demonstrated ability to work in a matrixed organization with a range of technically, culturally, and geographically diverse teams and to influence areas not under direct control to achieve objectives and effectively communicate challenging goals and objectives.</li><li>Excellent analytical and problem-solving skills, with the ability to identify and mitigate risks effectively</li><li>Enterprise mindset to be able to think and act across functions and divisions.</li><li>Ability to work in a fast-paced and dynamic environment, managing multiple priorities simultaneously.</li><li>Strong leadership and project management skills, with the ability to lead cross-functional teams.</li><li>Expert-level knowledge and experience using data to drive understanding, decisions, and recommendations Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels.</li><li>Demonstrates innovation, flexibility, open-mindedness, and adaptability to meet objectives in a rapidly changing environment with shifting priorities.</li><li>Strong communication, collaboration, negotiation, problem solving and interpersonal skills. Has a proven track record of working across regulator/industry boundaries to find common solutions and drive positive impact and benefits for patients.</li><li>Travel: Ability to travel 10-20 % as needed.</li></ul>GPS_2025 GQ_2025#LI-HybridIf you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Compensation Overview:Devens - MA - US: $149,010 - $180,569&amp;#xa;New Brunswick - NJ - US: $139,260 - $168,755&amp;#xa;Princeton - NJ - US: $139,260 - $168,755 &amp;#xa;The starting compensation range(s) for this role are listed above for a full-time employee (FTE) basis. Additional incentive cash and stock opportunities (based on eligibility) may be available. The starting pay rate takes into account characteristics of the job, such as required skills, where the job is performed, the employee’s work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated experience.&nbsp; Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit <a href="https://careers.bms.com/life-at-bms/" target="_blank">https://careers.bms.com/life-at-bms/</a>. Benefit offerings are subject to the terms and conditions of the applicable plans then in effect and may include the following: Medical, pharmacy, dental and vision care. Wellbeing support such as the BMS Living Life Better program and employee assistance programs (EAP). Financial well-being resources and a 401(K). Financial protection benefits such as short- and long-term disability, life insurance, supplemental health insurance, business travel protection and survivor support. Work-life programs include paid national holidays and optional holidays, Global Shutdown Days between Christmas and New Year’s holiday, up to 120 hours of paid vacation, up to two (2) paid days to volunteer, sick time off, and summer hours flexibility. Parental, caregiver, bereavement, and military leave. Family care services such as adoption and surrogacy reimbursement, fertility/infertility benefits, support for traveling mothers, and child, elder and pet care resources. Other perks like tuition reimbursement and a recognition program.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.

Bristol Myers Squibb

Senior Manager, Operational Risk Management

<h3>Job Description:</h3>The RoleAs a Platform Product Manager/Trading Consultant, you blend extensive Product &amp; Project management experience with deep trading lifecycle expertise for individual securities and Fund products with a passion for creative problem solving. Applying knowledge of the full range of Fidelity IWMS trading integration capabilities, institutional client offerings, and execution services, you will be the Product lead for various offerings and provide trading workflow consulting and solution engineering to help clients and prospects identify and achieve the most efficient outcomes for their business. Visual thinkers with strong organizational skills are likely to thrive in this role.You’ll bring – or quickly develop – expertise in the operational and regulatory considerations applicable to broker dealers and Investment Advisers trading through and away from their clearing broker/custodian. You will cultivate a strong internal network to draw in experts as needed in service of client objectives.In this role you will meet, engage, and present to prospective and existing clients. Additionally, you’ll interact regularly with other teams in the Fidelity IWMS brokerage businesses, sales and relationship managers, and internal and external partners.The Expertise and Skills You Bring<ul><li>Bachelor’s or equivalent with demonstrated ability at a financial services firm or service provider to the industry. Would typically expect +/- 10 years of experience. Brokerage experience required.</li><li>Solid understanding of the registered investment advisor and/or broker-dealer marketplace.</li><li>Deep knowledge and experience with securities transaction workflows from order entry through to clearance and settlement.</li><li>In depth knowledge of various security types: equities, fixed income, options, mutual funds, structured products, etc.</li><li>Experience engaging clients in onsite and offsite environments; comfortable and confident with senior level audiences.</li><li>Adept in discovery conversations and navigating through ambiguity to identify underlying client business challenges.</li><li>Skilled in balancing priorities of simultaneous projects, with strong time management and organizational skills.</li><li>Strength in analytical and problem-solving skills.</li><li>Strong written and oral communication skills with experience presenting to Senior Mgmt and C-Suite clientele.</li><li>SIE &amp; Series 7 licensing required within 90 days of hire.</li></ul>The Team As part of Fidelity IWMS, the Trading Solutions group develops and supports key offerings for our Clearing and Custody clients. As a member of the product team, you will contribute by applying your skills to deliver high quality solutions that benefit our clients and help them service their unique needs. You will play a substantial role in identifying key requirements, benefits, and end goals for our products. You will collaborate across the organization to produce solutions that are effective and line up with the firm’s strategic goals.Note: This req is not considering candidates that require sponsorship.The base salary range for this position is $110,000-$185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Product Management

Fidelity Investments

Director, Product Management - IWMS Platform and Technology

<h3>Job Description:</h3><h3>IT Audit Manager </h3>The Role Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </li></ul><ul><li>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </li></ul><ul><li>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </li></ul><ul><li>Knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </li></ul><ul><li>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Curiosity and hunger to learn. </li></ul>The Team The IT Audit Manager will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul>The base salary range for this position is $97,000-$154,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Audit

IT Audit Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3>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.<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>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!<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Morristown, NJ

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. 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?<ul><li>Lead delivery of large-scale, cross-functional programs involving multiple teams, systems, and stakeholders</li><li>Drive alignment to enterprise outcomes and OKRs, ensuring business and technology readiness</li><li>Establish and enforce governance frameworks, change controls, and audit-compliant documentation.</li><li>Own end-to-end execution—from epic and PI planning to milestone management and delivery tracking.</li><li>Monitors and communicates progress of project delivery by cost, scope, schedule and including the assessment of risks/issues</li><li>Identifies the project critical path and closely manage those activities</li><li>Identifies inter-team and external technical dependencies</li><li>Provides and consolidates inputs for leadership updates on delivery status and key decisions needed to support project delivery</li><li>Proactively identify and resolve risks, interdependencies, and delivery challenges across workstreams</li><li>Ensure mitigation plans are in place, escalations are managed, and delivery confidence is maintained</li></ul>Minimum Qualifications:<ul><li>Masters/bachelor’s degree in computer science, Business Management/Administration, Information Systems Technology or related field</li><li>Experience in project/program management; experience in Agile/SAFe delivery environments strongly preferred.</li><li>Good to have – Rally/JIRA/Confluence experience</li><li>Good to have – Agile/Scrum methodology experience</li><li>Excellent time management skills with ability to manage multiple projects</li><li>Prior relevant Technology and business work experience</li><li>Ability to work with Engineers, Product Managers and Vendors to achieve project goals </li></ul>Required Skills:<ul><li>Strong strategic thinking and execution orientation; able to navigate ambiguity and align efforts with enterprise priorities</li><li>Ability to collaborate across teams and bring different opinions to consensus</li><li>Ability to maintain a high attention to detail in a deadline-driven work environment</li><li>Strong verbal and written communication skills with demonstrated experience engaging cross-functional stakeholders and business partners</li><li>Understanding of project management process, project management software tools, templates, and management techniques</li><li>Experience in risk management disciplines</li><li>Working knowledge of agile and lean software development methodologies, and the importance of iteration and continuous validation</li><li>Strong strategic thinker with the ability to prioritize tasks and drive results across various initiatives</li><li>Strong organizational and project management skills with ability to multi-task and manage multiple work-streams</li><li>Ability to analyze issues and business use cases, document analysis, and execute plans to action</li><li>Ability to work under pressure and adapt quickly in an environment with evolving business demands</li><li>Excellent relationship and influence management skills with the ability to build productive relationships across teams and levels of seniority</li><li>Self-confident with a strong sense of integrity and the ability and willingness to challenge and be challenged</li><li>Confident with the ability to challenge the status quo and drive innovation - articulate point of view with a rationale and be able to defend it</li><li>Proven ability to build collaborative, trusting cross-functional relationships across diverse set of stakeholders</li><li>Excellent problem solving and analytical skills with comfort with data-driven decision making</li><li>Strong interpersonal and communication skills</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.&nbsp;

75 Project Management / Professional Services Jobs in Summit, NJ, USA