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<h4>&nbsp; &nbsp; &nbsp;You Lead the Way. We've Got your Back.</h4>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. Enterprise Data Management &amp; Products (EDMP), a key part of our Technology organization, focuses on delivering data products that fuel business growth and unlock value, while also shaping robust data management strategies and governance solutions. &nbsp;Our aim is to propel growth, unlock potential, enhance efficiency, manage risk, and foster talent. &nbsp;By prioritizing enterprise growth across all sectors, we create solutions that enhance satisfaction and value, streamline operations for scalability, and maintain trust and security.How will you make an impact in this role? The Enterprise Data Office (EDO) is part of the Technology organization and sets the enterprise strategy for and delivery of critical data-related initiatives required to accelerate the ongoing digital transformation of American Express products and services, enhance the overall customer experience, strengthen our data strategy and practices, and drive our continued growth. &nbsp;The Senior Analyst, Enterprise Data Governance Data Activation role will support the activation of data management (as outlined in the organization’s Enterprise Data Governance Policy) across business units at American Express. This role will also provide support in training, communications, and change management related to data governance across the enterprise.Primary Responsibilities:<ul><li>Execution of data activation activities and processes to bring data under governance (e.g., critical data element prioritization, data mapping, identifying data management roles, documenting data, and classifying systems)</li><li>Communicating data management program requirements to federated data management teams.</li><li>Initiating the training of federated data management teams on foundational processes and activities to bring data under governance.</li><li>Communicating requirements to teams who own data governance tools (e.g., Collibra, data quality platform, etc.)</li><li>Develop advanced knowledge on the Enterprise Data Management Operating Policy in order to support the data activation activities</li></ul>Minimum Qualifications:<ul><li>2+ years of Data Management and Data Governance concepts (metadata, lineage, data quality, etc.) and related metrics to monitor compliance of Data Governance policy and standards.</li><li>Bachelors Degree</li><li>Basic experience / knowledge of Data Governance / Data Management tools (e.g., Manta, Collibra)</li><li>Ability to collaborate, influence, and communicate across multiple stakeholders and levels of leadership, speaking at the appropriate level of detail to both business executives and technology teams.</li><li>Excellent communication skills with a demonstrated ability to engage, influence, and encourage partners and stakeholders to drive collaboration and alignment.</li><li>High degree of organization, individual initiative, results and solution oriented, and personal accountability and resiliency</li><li>Proven track record of driving results in a fast-paced environment often with significant ambiguity and needing to make decisions with less than perfect information.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects&nbsp; concurrently within tight deadlines.Preferred Qualifications:</li><li>Ability to collaborate, influence, and communicate across multiple stakeholders and levels of leadership, speaking at the appropriate level of detail to both business executives and technology teams.</li><li>Excellent communication skills with a demonstrated ability to engage, influence, and encourage partners and stakeholders to drive collaboration and alignment.</li><li>High degree of organization, individual initiative, results and solution oriented, and personal accountability and resiliency</li><li>Proven track record of driving results in a fast-paced environment often with significant ambiguity and needing to make decisions with less than perfect information.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects&nbsp; concurrently within tight deadlines.</li><li>Master’s degree in finance/accounting&nbsp;</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 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

Senior Analyst Data Governance & 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.Enterprise Comms &amp; MarTech Experiences (ECMX) is a global organization that sits within Membership Portfolio Services (MPS) and is a center of excellence with the charter to drive high quality, customer-first communications that accelerate business growth through optimized go to market solutions and the development of best-in-class marketing technology (MarTech) products and processes. We are looking for a Senior Manager of Digital Product Development to join our Marketing Enablement and Transformation team to lead product development efforts as part of a multi-year technology transformation initiative, Flywheel. This person will drive the product strategy and development for Flywheel’s campaign setup experience, partnering closely with key stakeholders across the enterprise to design and implement an integrated, campaign-centric view that will guide colleagues seamlessly through the marketing enablement process.How will you make an impact in this role?<ul><li>Partner with colleagues across the enterprise to define and implement the end-to-end campaign set up journey for marketing experiences</li><li>Lead discovery and requirements gathering efforts with business partners across the consumer and commercial marketing lines of business</li><li>Partner with our Technology organization to define technical solutions and lead product development activities through to launch</li><li>Partner with the MarOps and Marketing organizations to assess operational requirements for the solution</li><li>Prioritize and define a sequenced delivery roadmap that aligns the broader Flywheel priorities </li><li>Work closely with our Change Enablement and Colleague Success organizations to ensure a seamless to go market strategy</li></ul>Minimum Qualifications<ul><li>Minimum of 3-5 years of experience in a product management/product owner function</li><li>Experience working within Agile software development methodologies and supporting tools and frameworks</li><li>Highly skilled communicator and stakeholder manager, able to collaborate with, and influence, teams across technical and non-technical teams of all levels of the organization</li><li>Experience building and launching highly complex, integrated product technology stacks</li><li>Highly organized, with the ability to manage multiple workstreams simultaneously.</li><li>Strong analytical mindset, able to define success metrics and drive continuous optimization</li><li>Ability to quickly pivot and reprioritize as business strategies demand</li><li>Passion for marketing technologies and the evolving external technology landscape</li></ul>Preferred Qualifications<ul><li>Experience with MarTech platforms a plus </li><li>Prior Adobe experience a plus</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.

Senior Manager - Digital Product 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.Global Commercial Services (GCS) is the global leader in payment solutions for Small, Medium (SME) and Global and Large (G&amp;L) enterprises. The GCS team enables businesses globally to pay for and finance what they need to grow their businesses through a suite of payment and lending products, solutions for travel and everyday business spending, cross border payments, global currency solutions, and business financing.The objective of the GCS Control Management Issues, Events &amp; Remediation team is to ensure timely identification, response, and resolution of risk events and issues to minimize impact, as well as to prevent recurrence through effective remediation and lesson learning.GCS is looking for a Manager of Issues and Event Management focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.The Manager - Issues and Event Management will:<ul><li>Support remediation of issues by influencing BU, who own and execute issue/Operational Risk Event (ORE) remediation</li><li>Facilitate investigation and conduct root cause analysis to address repeated issue types</li><li>Perform quality assurance on documentation of issue/ORE type, urgency, severity/impact (e.g., impact analysis), and investigate as necessary to understand and address the root causes</li><li>Triage the areas of remediation process, including tracking progress, validating resolution efficacy, communicating status updates to stakeholders to embed accountability along the process, collaborating with other Operational Risk Management (ORM) teams as necessary</li><li>Review quality assurance of documentation and maintenance of records of issues/OREs and remediations to ensure transparency and accountability in the issue management process</li><li>Analyze trends in issues and events to identify potential systemic risks or control weaknesses within BU processes</li><li>Support the End-to-End (E2E) BU issue resolution process, embedding accountability and ensuring lessons learned are integrated into future ORM practices</li><li>Perform sample testing of issues to ensure resolution is complete and effective</li><li>Opine on specific control enhancements related to issues</li><li>Engage with key stakeholders, including business unit partners and compliance colleagues, to facilitate effective issue management and resolution</li><li>Review and advise on detailed reports on issue status, trends, and outcomes to senior management and governance committees</li><li>Support sharing insights, better practices, themes, etc. across the enterprise</li></ul>Required Qualifications:<ul><li>3+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities</li><li>Strong project management, communication, and interpersonal skills</li><li>Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards</li><li>&nbsp;Proficient analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively&nbsp;</li></ul>Preferred Qualifications:<ul><li>&nbsp;Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous</li><li>Experience in at least one of the following:&nbsp;<ul><li>&nbsp;Scoping, prioritizing, and support remediation of operational issues</li><li>Investigating and conducting root cause analysis to address repeated operational risk issue types</li><li>Performing quality assurance on documentation of operational risk issues and events</li><li>&nbsp;Overseeing BU remediation process for operational risk issues and events</li><li>Reviewing documentation and maintaining records of operational risk issues and events to ensure transparency and accountability</li><li>Supporting and overseeing the BU E2E issue resolution process, embedding accountability and ensuring lessons learned are integrated into future operational risk management practices&nbsp;</li></ul></li><li>Experience in financial services industry</li></ul>ORMCMSalary 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.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.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>

Manager - Issues & Event 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 Capabilities Manager will support the development, enhancement, and implementation of technology, capabilities, reporting, and product strategies within the Global Risk and Compliance organization. This role focuses on contributing to operational risk transformation by assisting in aligning business needs with technological solutions while ensuring scalability, regulatory compliance, and innovation. The Manager will work closely with stakeholders across risk, compliance, and IT to help deliver effective tools, reports, and systems that enhance the risk management framework.Key Responsibilities:<ul><li>Lead collaboration with business and technology teams to define detailed user stories, ensuring functional and non-functional requirements are well-documented</li></ul>·Oversee User Acceptance Testing (UAT) planning and execution, guiding teams in the development of test cases, coordinating with end-users, and validating that system enhancements meet business and regulatory requirements·Drive the design and definition of risk management solutions and reporting by advising on strategic architecture choices and aligning cross functional stakeholders·Lead the delivery of risk and compliance technology capabilities that strengthen the operational framework, with a focus on proactive risk identification, monitoring, reporting, and controls effectiveness·Shape and execute product strategies that advance operational risk system capabilities, ensuring alignment with broader risk transformation objectives·Coordinate and help prioritize a portfolio of technology initiatives that enhance risk data management, workflow automation, and regulatory compliance tools.·Support the integration of advanced technologies such as AI, machine learning, and data analytics within operational risk management processes.·Ensure risk and compliance technology solutions adhere to regulatory standards and adapt to evolving global requirements.·Support the integration of risk management systems across the organization, facilitating comprehensive risk reporting and insights for senior management.·Stay informed on industry trends, innovations, and best practices to contribute to continuous improvement in risk and compliance capabilities. Qualifications:·7+ years of experience in operational risk management, compliance, or risk technology, with a background in supporting capabilities and product strategy initiatives.·Prior experience in designing / architecting / implementing complex risk management solutions·Experience in Agile / Kanban methodologies, creating and prioritizing user stories and tasks for multiple projects in a dynamic environment.·Experience in performing UAT, writing test-cases for various scenarios, performing product reviews / certifications, etc.·Experience in coordinating risk transformation projects, particularly in assisting with the implementation of large-scale technology platforms.·Familiarity with developing product and technology roadmaps, with a focus on operational risk, compliance, and regulatory requirements.·Strong understanding of global risk management frameworks and financial industry regulations, including Basel, SOX, and CCAR.·Experience working with technological solutions in risk and compliance, including AI, machine learning, and advanced analytics.·Proven ability to collaborate with cross-functional teams and work with senior stakeholders to align technology initiatives with business objectives in risk management.·Strong analytical and problem-solving skills, with the ability to assess complex risk environments and contribute to effective solutions.·Excellent communication and collaboration skills, with the ability to support teams and present risk management insights to stakeholders.·A bachelor’s degree in Risk Management, Business, Technology, or a related field is required.Salary Range: $103,750.00 to $174,750.00 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.

Senior Manager, Capabilities - Operational Risk Management (ORM) Transformation

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>Product Ownership and analysis of Card Servicing (Global Servicing) impacts for Enterprise Critical Multi Year Initiatives (ECMIs) -&nbsp;Intuitive Servicing Portal (ISP) program.</li><li>Actively participate in all required cadence based SAFe agile ceremonies like Daily stand ups, Sprint planning, Feature Refinement, solution refinement, Program Increment planning (PI planning), Show and Tell, retrospectives, etc. to lead engineering scrum teams for product feature development.</li><li>Project analysis for Intuitive Servicing Portal including new market discovery and market deployment roadmap, including planning and coordinating day-to-day activities.</li><li>Work with key stakeholders across business, operations, Credit Fraud Risk, Strategy and enterprise team to assist the product management team in creation of product roadmap, customer journeys and product vision.</li><li>Effectively communicate insights and plans to cross-functional team members.</li><li>Ability to effectively manage projects, develop project plans, track project status and ensure timely completion of projects.</li><li>Develop Spreadsheets, Power Point Presentations and Process Maps to document requirements for engineering team.</li><li>Build and maintain relationship with all key stakeholders within and outside the program to ensure smooth delivery of results.</li><li>Coordination of internal and external resources to maximize project and program success.</li><li>Ability to quickly grasp complex concepts and use them to Manage projects and to effectively communicate with Key stakeholders.</li><li>Ability to manage multiple business and technology workstreams, as well as the strong organizational skills necessary to do so</li><li>Proven track record of positively collaborating with and influencing partners in a matrixed environment to achieve outcomes without direct responsibility</li></ul>Minimum Qualifications and Job Role<ul><li>Bachelor's Degree and above with at least 8 - 10 years’ experience in a Product Management or Analyst role writing stories, acceptance criteria, requirement gathering &amp; developing end to end flow.</li><li>Experience / Understanding / Certification in Scaled Agile Framework (SAFe) or Project Management or Agile Software Development Methodology will be a plus</li><li>Motivated self-starter and keen learner</li><li>Must have understanding Card / Card Member Servicing processes</li><li>Hands on experience in servicing platforms and Rally tool experience is plus.</li><li>Execute Product roadmaps and work hand in glove with end users and other teams to understand the business requirement and expected outcomes.</li><li>Responsible for performing sanity testing for the newly developed components.</li><li>Collaborates closely with developers, operations teams and other key stakeholders to refine features and break down features into user stories, define acceptance criteria.</li><li>Prioritises the scrum team's backlog in collaboration with the impacted teams, working to remove impediments.</li><li>Requires strong organisational, technical, and creative problem-solving skills. Must work well in a dynamic, complex environment and under deadline pressures.</li><li>Participates in Agile ceremonies and ensures the scrum team has everything they need to deliver.</li><li>Identifies opportunities to make our platform more valuable to our stakeholders through streamlining &amp; release of new capabilities.</li><li>Develops deep understanding of the problems our stakeholders are trying to solve and the challenges the status quo to ensure only the best for product is part of roadmap.</li><li>Adept to technical flows and the basic understanding of applications function operationally &amp; technically.</li><li>Passionate about new products and latest technologies to conceptualise and deliver on automation initiatives.</li><li>Build and Leverage products that support the card member servicing domain business initiatives.</li><li>Collaborate with stakeholders across operations, technology and other product teams to understand the business needs and create roadmap for building the right controls and enhancing the tools.</li><li>Excellent listening and communication skills to effectively communicate complex ideas and information across a broad range of stakeholders.</li><li>Candidate must work in Hybrid mode (minimum 3 days to office).</li><li>Shift timings : 9am-6pm - US Eastern time zone (flexible to shifts is must to support teams across geographies)</li></ul>Salary Range: $103,750.00 to $174,750.00 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.

Manager - Digital Product 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.About the Internal Audit Group at American ExpressOur Internal Audit Group is a worldwide function with 300+ team members and offices across nine countries within American Express. Our mission is to protect and enhance organizational value by providing independent, objective, risk-based assurance, advisory services and to influence the way the company manages risk.We are committed to growing our audit staff significantly as we continue to expand and enhance the Internal Audit Group. Our assurance and risk professionals have diverse backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit coverage. In addition, IAG has a Professional Practices group responsible for managing audit operations, quality, and standards; regulatory relations; reporting; training and professional development; and key internal capabilities and technologies.About the Role:The Director of Audit will lead the function responsible for providing strategic support of department-level change initiatives related to enterprise risk framework updates, audit process and system changes, and skills development. This role builds alignment between the internal audit function and enterprise risk management priorities to drive consistent implementation of new audit methodologies, tools, and risk coverage approaches.Key Responsibilities:<ul><li>Audit Portfolio Support:<ul><li>Serve as a central point of contact and coordination for Audit Leader Portfolios, Professional Practices and Risk Transformation PMO to ensure consistency and completeness in audit change execution risk coverage.</li><li>Partner across the Change Director Community to operationalize and update risk universe components, including risk statements, control expectations, and testing approaches standards.</li><li>Facilitate the implementation of enterprise risk framework changes into audit practices.</li></ul></li><li>Change Management &amp; Implementation:<ul><li>Lead planning and execution of change initiatives related to updates in enterprise risk frameworks, taxonomies, and associated control libraries.</li><li>Oversee change management strategies and communications to ensure successful adoption of new tools, templates, or methodologies</li><li>Partner with Product Management, Professional Practices, and Technology teams to drive rollout of new audit platforms, enablement tools, and automation capabilities.</li></ul></li><li>Stakeholder Engagement &amp; Governance:<ul><li>Collaborate with key stakeholders in Risk, Compliance, Technology, and the Business to stay ahead of enterprise changes impacting the audit approach.</li><li>Represent the audit team department in cross-functional forums related to changes being driven from Project ACE and Project Guardian risk taxonomy governance, control standards, and risk oversight initiatives.&nbsp;</li></ul></li><li>Enablement &amp; Training:<ul><li>Work with Audit Training and Professional Practices to ensure timely enablement of audit staff on changes to risk frameworks, tools, and processes.</li><li>Lead knowledge-sharing sessions and develop communications to support upskilling across the department.</li></ul></li><li>Reporting &amp; Monitoring:<ul><li>Establish metrics and dashboards to monitor adoption and effectiveness of implemented changes.</li><li>Provide updates and recommendations to senior leadership on risks, dependencies, and opportunities for continuous improvement.</li></ul></li></ul>Minimum Qualifications:<ul><li>Bachelor’s degree in accounting, Finance, Business, or related field</li><li>8+ years of experience in internal audit, risk management, or controls.</li><li>Strong understanding of risk frameworks control assessment processes, and internal audit methodologies.</li><li>Proven track record leading complex change or transformation efforts within large, matrixed environments.</li><li>Exceptional stakeholder engagement and communication skills.</li></ul>Preferred Qualifications<ul><li>Financial Services experience</li><li>Experience with audit tools and technologies, risk/control libraries, and agile methodology.</li><li>Professional certifications (e.g., CIA, CPA, CISA, CRMA)</li></ul>Key Competencies:<ul><li>Strategic Thinking</li><li>Influence and Collaboration</li><li>Change Leadership</li><li>Project Management</li><li>Risk and Control Expertise</li><li>Operational Execution</li></ul>Salary Range: $123,000.00 to $215,250.00 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>&nbsp;Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Audit Director - Change Management | GMNS & GCS

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 U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.The objective of the USCS Control Management Risk ID &amp; Assessment team is to identify risks throughout business processes, systems, and platforms, develop and recommend risk mitigation strategies to address these risks, and proactively flag high risk themes for intervention and control enhancement.USCS is looking for a Sr. Analyst of Risk ID &amp; Assessment focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units and functional areas.The Senior Analyst - US Consumer Services Risk ID &amp; Assessment:<ul><li>Assist in additional identification of risks throughout business processes and systems (along with business process owners)</li><li>Facilitate Business Units in their risk assessments performance (e.g., Process Self Risk Assessments (PRSAs)) in addition to further assessments and testing / QA programs to ensure regulatory and internal standards are met (e.g., periodic PRSA reviews and update assessment criteria to align with regulatory updates)</li><li>Support control monitoring (supplemental to BU process owners testing) and compile key operational risk trends, activities, and events</li><li>Proactively help identify areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing</li><li>Support thematic risk reporting (levels, trends, causes)</li><li>Categorize controls and map against risks and processes (e.g., cross-BU process-control mapping)</li><li>Support BU with identification of risks and spotting areas where product changes or improved controls may be required within New Product Governance (NPG)</li><li>Support risk management practices within the business</li><li>Maintain risk dashboards and key risk indicators (KRIs) for ongoing monitoring</li><li>Maintain risk profiles and an updated risk register(s)</li><li>Support sharing insights, better practices, themes, etc. across the business</li></ul>Minimum Qualifications:<ul><li>2+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities</li><li>project management, communication, and interpersonal skills</li><li>Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Sound analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively</li></ul>Preferred Qualifications:<ul><li>Bachelor's degree in finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous</li><li>Experience in at least one of the following:<ul><li>Supporting identification of operational risks throughout business processes and systems</li><li>Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met</li><li>Supporting independent control monitoring, including identification of control improvements</li><li>Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing</li><li>Compiling thematic risk reporting to provide actionable insights on risk levels, emerging trends and root causes</li></ul></li></ul>Salary Range: $78,000.00 to $124,750.00 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

Senior Analyst-Control Management

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard Graduate School of Education?The Harvard Graduate School of Education (HGSE) is a diverse community of learners, teachers, and employees who are passionate about changing the world through education and striving for maximum impact in the field of education.Many choose to work at the Harvard Graduate School of Education because they believe in our mission and are excited by our vision for the future. We have a reputation as a great place to work, for our excellent leadership, and we are a strong community that values diversity. For more information about HGSE, its programs, research, and faculty, please visit: <a href="https://www.gse.harvard.edu" target="_blank">www.gse.harvard.edu</a>. Job Description Job Summary: The Payroll and Human Resources Coordinator plays a critical role in ensuring the smooth operation of payroll and HR functions at HGSE. This position blends technical payroll expertise with high-touch HR support, contributing to employee satisfaction and operational excellence. The ideal candidate is detail-oriented, customer-focused, and thrives in a collaborative, fast-paced environment.&nbsp; This position requires an on campus presence most days. 
Job-Specific Responsibilities: Payroll Administration<ul><li>Accurately process weekly and bi-weekly payrolls for staff, students, and temporary employees.</li><li>Initiate and manage hiring actions and employee life cycle changes in the HRIS system.</li><li>Conduct weekly audits of time and labor data to ensure compliance with university policies and federal regulations.</li><li>Prepare and submit employment and payroll forms, collaborating with HR leadership on payroll activities.</li><li>Reconcile submitted hours with schedules for students and temporary payrolls.</li><li>Assist with time reporting and absence management, including training, adjustments, and approvals.</li></ul>HRIS &amp; Data Management<ul><li>Enter and maintain accurate employee data in the HRIS system.</li><li>Run payroll registers and assist with biweekly payroll tasks.</li><li>Maintain personnel files and support records retention efforts.</li></ul>Employee Support &amp; Coordination<ul><li>Serve as a primary contact for payroll, time, labor, and absence inquiries.</li><li>Coordinate onboarding and off-boarding activities, including scheduling meetings, managing documentation, and conducting exit surveys.</li><li>Support new hire orientations and access arrangements.</li><li>Manage correspondence and coordination for Teaching Fellows (TF), Teaching Assistants (TA), and Research Assistants (RA), ensuring timely processing and compliance.</li></ul>HR Operations &amp; Customer Service<ul><li>Deliver exceptional customer service by greeting visitors, triaging calls, and providing accurate HR-related information.</li><li>Maintain confidentiality and handle sensitive data with discretion.</li><li>Draft HR-related correspondence and monitor appointment dates, coordinating with departments and finance teams for extensions.</li></ul> Qualifications Basic Qualifications: <ul><li>Minimum 3 years related administrative experience</li><li>Ability to work overtime as needed</li></ul>Any candidate wishing to be considered must supply a cover letter in addition to their resume showing that they meet the required basic qualifications.&nbsp; Please attach cover letter and resume as one document. 
Additional Qualifications and Skills: <ul><li>Must be committed to providing the highest level of customer service and responsiveness.</li><li>Ability to handle highly confidential information with discretion and sensitivity exercising good judgment required.&nbsp;</li><li>Demonstrated intermediate level skills with MS Office (Word, Excel, PPT) and ability to generate reports and present data in useable formats.&nbsp; &nbsp;</li><li>Excellent written and oral communication skills.</li><li>Demonstrated experience working in a fast paced, high volume, deadline oriented, and customer focused environment.&nbsp; &nbsp;</li><li>Requires accuracy with detailed work and attention to detail.&nbsp; &nbsp;</li><li>Ability to be flexible and adapt as priorities and deadlines shift and to assist other team members during peak periods.</li><li>Demonstrated ability to exercise judgment in selecting and applying established procedures correctly, and determine when to refer problems to the supervisor.&nbsp;</li><li>Interest in or experience working in human resources a plus.</li><li>Prior experience with HRIS system such as PeopleSoft a plus.&nbsp; &nbsp;</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 35 hours per week</li><li>Compensation Range/Rate (including Shift Differential if applicable): </li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity</li></ul>Work Format DetailsThis is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 054. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Harvard University FAS Human Resources

Payroll and Human Resources Coordinator

<h3>Job Description:</h3>Job DescriptionFor you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</li><li>Financial Services experience, we recommend five years</li><li>Degree and/or other professional certifications such as CFP are helpful</li></ul><h3>The Purpose of Your Role</h3>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.<h3>The Skills You Bring</h3><ul><li>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</li><li>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</li><li>Your subject matter expertise will be used to address unique and complex client service requests</li><li>Your appreciation for working in a dynamic and collaborative environment</li><li>Assurance that portfolios remain in accordance with compliance guidelines</li></ul><h3>The Value You Deliver</h3><ul><li>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</li><li>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</li><li>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</li><li>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</li><li>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</li><li>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</li></ul><h3>How Your Work Impacts the Organization</h3>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.The base salary range for this position is $70,000 - $105,000 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

Fidelity Investments

Wealth Management Planning Consultant - Lone Tree, CO

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>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.

982 Project Management / Professional Services Jobs