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Associate Risk Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a part-time Risk Associate to work in Boston, MA! **Please note this is a part-time role (20/hrs per week) needed for several months as part of a critical project's delivery Requires strong Excel Skills Please see the below pay rate range for the work location of Massachusetts only: $30-35 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. The Role The key objective of this role is supporting the implementation of our new Control Optimization process within the Archer Governance, Risk and Compliance (GRC) system. The role will be responsible for reviewing the updates are made and the Archer record is correct. Additionally, this role may support other Control Optimization efforts such as creating files in Excel. The role requires attention to detail, analytical and organizational skills, along with an ability to work independently and interact using interpersonal skills. The Expertise and Skills You Bring <ul> <li> Bachelor’s Degree or equivalent experience </li> <li> Experience in financial services, operations, risk management, or compliance a plus </li> <li> Familiarity with Archer GRC </li> <li> Ability to organize and analyze data </li> <li> Self-directed and skilled at operating autonomously to achieve results in a fast-paced environment </li> <li> Strong project management skills with an attention to detail </li> <li> Strong team player and collaborator; able to develop and maintain effective working relationships with peers </li> <li> Accountability for delivering results in an accurate and timely manner </li> <li> Proficiency in MS Office products, including Excel </li> <li> Prior Fidelity experience a plus </li> </ul> The Team This role will be part of the Corporate Risk Management team. The team engages with business and support (Risk, Compliance, Legal) partners across Fidelity in a variety of ways, including issue identification and escalation, risk and compliance reporting, program monitoring, and supporting new programs to further protect Fidelity and our customers. Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Fidelity TalentSource

Associate Risk Analyst

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>The DepartmentStrategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 35 years, SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over to $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the SAI team of investment professionals constructs and manages asset allocation portfolios for more than 3.5 million customer accounts.The Role We’re seeking a Quantitative Analyst to join our Private Markets Investment Team. In this role, you will support our expanding private market offerings by developing quantitative models and data-driven analyses that inform the management of private asset funds.You’ll collaborate within the investment organization to support our growing private market strategies. Projects will focus on liquidity management, portfolio construction, and risk modeling, employing large-scale datasets and statistical techniques to enhance decision-making.Ideal candidates are intellectually curious, collaborative, and skilled in quantitative modeling, programming, and financial analytics. You should be able to translate investment needs into clear, actionable projects and communicate ideas effectively to diverse audiences.This is a dynamic opportunity within a rapidly expanding business, suited for someone with an entrepreneurial attitude.The Expertise and Skills You BringWorking within the private markets investment team, you will develop quantitative models and analytical tools to support portfolio construction and investment decisions for SAI’s private market funds. Your work will directly contribute to enhancing risk-adjusted performance across private equity, private credit, and private real assets. Key responsibilities<ul><li>Build and maintain cash flow forecasting models at fund and security levels across private asset classes.</li><li>Design liquidity management frameworks to optimize capital calls, distributions, deal flow, and credit line usage.</li><li>Create rebalancing strategies that account for liquidity constraints, fund schedules, and client fairness.</li><li>Provide rebalancing guidance under varying market conditions, including DIY investor support.</li><li>Enhance and integrate private asset risk models into enterprise systems; validate against third-party models.</li><li>Conduct custom risk analyses (e.g., stress tests, scenario analysis) to inform investment decisions.</li><li>Contribute to the design of a private asset risk framework and its impact on portfolio construction.</li></ul>Qualifications<ul><li>5+ years of experience in quantitative investment research (e.g. portfolio optimization, portfolio construction, and risk modeling) roles, specifically for a multi asset class investment processes.</li><li>Quantitative research experience in private markets is a plus.</li><li>Demonstrated ability to conduct independent empirical research and a willingness to identify and present new research ideas.</li><li>Graduate degree in a related field (Finance, Engineering, Statistics, Mathematics, etc.) preferred</li><li>CFA or CAIA is a plus.</li></ul>The base salary range for this position is $150,000 - $250,000 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><h3>Category:</h3>Investment Professionals

Fidelity Investments

Quantitative Analyst – Private Assets

<h3>Job Description:</h3>Senior Vice President, Protective ServicesFidelity Investments is seeking a dynamic and strategic Senior Vice President (SVP) of Protective Services to lead and evolve our global protective programs. This executive role is ideal for a visionary leader with deep expertise in executive protection, threat mitigation, intelligence operations, and travel security. You will oversee a high-performing team dedicated to safeguarding the firm’s people, assets, and reputation across the globe.This is a rare opportunity to shape the future of protective services at one of the world’s most respected financial institutions.The Expertise &amp; Skills You Have· Proven experience leading protective programs for high-profile individuals in multinational corporate or family office environments.· Proven experience in corporate threat management; encompassing threats targeting associates, workplaces, and assets· Deep understanding of physical security systems, protective technologies, and legal frameworks (LEOSA/CCW).· Exceptional analytical and decision-making skills, with the ability to operate effectively under pressure.· Discretion and integrity; trusted to handle sensitive information with the utmost confidentiality.· Exceptional relationship management, communication and collaboration skills.· 20+ years of experience in professional protective services and/or relevant disciplines; certifications in executive protection, intelligence, or threat management strongly preferred.· 5+ years in a leadership role within a fortune 500 company strongly preferred· Valid U.S. passport and flexibility to travel globally, often on short notice.The value you deliver· Strategic Leadership: Design, implement, and oversee global protective operations, ensuring alignment with Fidelity’s risk posture and business priorities.· Team Management: Develop and lead a multidisciplinary team of protection specialists, analysts, and associates fostering a culture of excellence, discretion, and continuous improvement.· Threat Intelligence &amp; Mitigation: Direct the Threat Management Team in identifying, assessing, and mitigating risks to the firm to include key assets. Develop proactive strategies to address emerging threats.· Executive Protection &amp; Travel Security: Lead the Travel Security Team in planning and executing secure travel for employees and senior leadership, including on-site support at high-profile events and international engagements.· Intelligence Operations: Oversee the Intelligence Team in gathering, analyzing, and operationalizing intelligence to inform protective strategies and decision-making.· Cross-Functional Collaboration: Partner with internal stakeholders across Legal, HR, Global Security, and Risk to ensure cohesive and comprehensive protective measures.· Vendor Oversight: Select, manage, and evaluate domestic and international service providers to ensure consistent quality and alignment with Fidelity’s standards.· Training &amp; Awareness: Working in coordination with Global Security’s training program – support development and delivery of security awareness programs tailored to executives and key personnel, reinforcing a culture of safety and preparedness.Travel: Domestic and international requiredLocation: Boston, MARelocation: Yes, from within the Continental United StatesThe base salary range for this position is $185,000-$400,000 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>Security

SVP, Protective Services

<h3>Job Description:</h3>Chapter Leader, Customer Solutions - Lifetime Financial HelpThe RoleThe Customer Solutions Chapter Leader position is a role that combines business and product strategy skills, knowledge of customers and financial products, and technology expertise, along with a passion for coaching and developing associates. This role, which will be aligned to the Lifetime Financial Help product area within the Strategy, Planning &amp; Advice Domain, will forge partnerships within and across chapters and product areas to deliver customer-centric solutions.In our agile structure, this role will function both independently and as a manager of associates who are deployed to teams. The Chapter Leader hires and develops talent to deliver results by translating business objectives into actionable plans and solutions that deliver customer value. The Chapter Leader serves as a trusted business leader and consultant to Group Squad Leaders and Squad Leaders on cross product area business opportunities.Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Expertise and Skills You Bring</h3><ul><li>Series 7 and 24 licensing to provide supervisory oversight of team is strongly preferred; willingness to obtain within 6 months of hire if not already licensed</li><li>8+ years in product management with experience across product development lifecycle – including business analysis and research, business process mapping, and the documentation of business requirements, user acceptance testing and product deployment</li><li>People leadership experience, with a consistent record in coaching, managing, agile, and analytical skills</li><li>Motivated by helping others succeed, experience leading and coaching teams, inspiring creativity and innovation, creating a culture of inclusion, experimentation, exploration, and continuous learning</li><li>Skilled at attracting, hiring, building and retaining a pool of diverse chapter members with the skills needed to deliver today and, in the future</li><li>Thrives connecting and influencing with all levels of the organization to drive change and favorable outcomes</li><li>Adept at developing a strong team that enables its members to work successfully, delivering value within the WI Delivery Model</li><li>Passionate about continuous learning with experience curating learning at scale to promote skill, career, and development growth for chapter members</li><li>Resourceful at navigating teams through organizational complexity in support of cross-domain and cross-product area work</li><li>Bachelor’s degree required</li></ul><h3>The Team</h3>The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 500 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Chapter Leader, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3><h3>The Role</h3>The Client Relationships Group (CRG) is a division of Fidelity Institutional Wealth Management Services and is a leading provider of clearing and custody to registered investment advisors (RIAs), family offices, retirement recordkeepers, broker-dealer firms, banks and insurance companies. You will be part of a business that offers clients access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive. This role would specifically be in support of the Family Office Relationship Management team.Vice President Relationship Manager (RM) is entrusted to work with and develop key relationships with some of the largest and most complex Single-Family Offices (SFOs) and Wealthy Families (WFs) in the country.<h3>Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required. MBA preferred.</li><li>15+ years of financial services, proven experience with SFO/WF/RIA industry expertise a must.</li><li>15+ years of direct client and/or financial services experience in a Sales and/or Relationship Management function.</li><li>Deep understanding of the organizational structure of an SFO/WF/RIA – including service, technology, investment and back-office operations.</li><li>Experience in wealth management and/or investment management.</li><li>Series 7 and 63 licenses required.</li><li>Proven track record in building and handling relationships with demanding and complex clients, including with the highest level of decision makers.</li><li>Ability to set a strategic direction for clients which demonstrates ultimate ownership and accountability for the relationship.</li><li>Proven ability to be successful with clients and prospects in face-to-face meetings, virtual, phone based and/or email interactions.</li><li>Financial business analysis and/or consulting experience.</li><li>Experience with meeting the evolving needs of large family offices and the Ultra High Net Worth families that they serve.</li><li>Institutional brokerage operations experience.</li><li>Strong communication and listening skills, with ability to influence and proactively create client interactions.</li><li>Strong at multi-tasking, project management with utmost attention to detail.</li><li>Ability to identify and handle at risk situations and escalate where appropriate.</li><li>Interest in and an understanding of financial markets. Solid knowledge of both traditional and alternative asset classes.</li><li>Comfortable working independently including decision making.</li><li>Travel is required (35% on average) – most clients regionalized, but some national travel.</li><li>Ability to meet in-office requirements of the role / business unit.</li><li>Demonstrate the highest levels of engagement with the team and dedication to service.</li><li>Provide overall client accountability and book management of a sophisticated portfolio of clients.</li><li>Develop key strategic relationships with the principal decision makers of each client relationship.</li><li>Provide proactive consultations to senior individuals within each relationship by clearly prioritizing a strategic plan and objectives. Develop true partnerships by helping clients successfully lead and build their business while improving the business relationship.</li><li>Conduct comprehensive quarterly and/or annual relationship reviews. Fully understand and develop solutions for client needs by partnering with client service managers on resolutions for issues.</li><li>Stay knowledgeable of changes and trends in the marketplace acquired from clients, activities and industry research. Be an active contributor to our collective intelligence to better serve our clients and make recommendations for product/service improvements.</li><li>Grow assets under administration (AUA) and find opportunities to convert to assets under management (AUM) by working closely with sales and the investment teams. Work closely with the investment team to ensure execution of investment and product solutions.</li><li>Partner closely with specialists to accurately identify, plan, influence, and implement Fidelity solutions.</li><li>Establish and demonstrate value and differentiation from our competitors.</li><li>Responsible for documenting client activities, business opportunities, business risks, and all communications with clients in the CRM on a timely basis.</li><li>Partner with Sales to develop referrals from existing client relationships.</li></ul><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3>The Team</h3>There is alignment of Fidelity’s success with its client’s success. The VP of Relationship Management plays a critical role in helping clients execute upon their business strategies to grow their business and operate in a more efficient and scalable manner. Asset and revenue growth is also of strategic importance in the Family Office segment, so the ability to uncover and help capture opportunity is a critical aspect of this role.The base salary range for this position is $120,000 - $200,000 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 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Family Office Relationship Manager

<h3>Job Description:</h3>The RoleAs a Senior Manager in Fidelity’s Workplace Investing DC Innovation Product Area, you will be a member of a strategic product team working to acquire new clients. Day to day, you will work closely with a team of cross functional and dedicated partners (product, marketing, sales, analytics technology, legal, compliance &amp; risk partners) responsible for streamlining go-to-market processes and gaining market share in the small business space.In this role, you will be a part of the Fidelity Advantage 401(k)SM acquisition team, focused on driving scalable growth by delivering new capabilities and enhancements to go-to-market and sales enablement activities. The ability to build strong working relationships across the organization, while enforcing clear roles and responsibilities, is a must. As a Senior Manager, you should be a highly motivated self-starter with a sense of ownership, attention to detail, and a positive ‘can do’ attitude.The Work <ul><li>Conduct E2E analysis of acquisition processes from marketing to sales to implementation.</li><li>Support acquisition partners (product, marketing, analytics, sales, and sales support) to ensure efficient and effective processes.</li><li>Partner with acquisition team members and marketing leaders to develop compelling and effective go-to-market assets.</li><li>Partner with acquisition team members and sales leadership to increase win rate and reduce drop off between commitment and implementation. </li><li>Identify and track metrics that matter across the E2E acquisition journey.</li></ul>The Expertise and Skills You Bring<ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Clearly communicate issues and feedback with team leaders and resolve in a timely manner.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Creative thinking and the ability to act as a ‘jack of all trades.’</li></ul>The TeamThe Acquisition and Fiduciary Services team falls within the DC Innovations Product Area in Workplace Investing. The team focuses on driving scalable growth to Workplace Investing’s fiduciary products. Our role is to turn sales goals into achievable plans and processes that deliver outstanding growth year over year.The base salary range for this position is $89,000-180,000 USD 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>Product Management

Senior Manager, DC Innovation

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 Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description Harvard University seeks an experienced finance leader to serve as the Assistant Vice President (AVP) of Finance and Treasury Management, Harvard’s equivalent of a Corporate Treasurer. As a key member of the University’s senior leadership team, the AVP plays a vital role in ensuring Harvard’s long-term financial stability and success.Reporting to the Vice President for Finance and Chief Financial Officer, the AVP provides strategic guidance on financial policies, procedures, and best practices, and represents the University in external relations with banks, rating agencies, and other financial stakeholders.The AVP directs the Office of Treasury Management, a 15-person team encompassing Cash Management and Debt/Asset Management functions, and leads university-wide initiatives that deliver strategic financial insights and solutions to senior leadership.The ideal candidate will possess demonstrated leadership abilities, strong technical and professional expertise, and a collaborative approach to teamwork. They will have experience mentoring and developing others, a commitment to embracing diverse perspectives, and the ability to think strategically, creatively, and collaboratively while adapting to evolving priorities and demands.Job-Specific Responsibilities:The AVP plays a critical strategic leadership role in several areas, including understanding the key financing trends and best practices in higher education finance and their implications and applications for Harvard. The incumbent utilizes a thoughtful and strategic approach to the University’s capital planning and funding processes, modernizes cash operations through new technology and process efficiency review, and sources creative and original financing and funding concepts and approaches for potential implementation at Harvard.Additionally, the AVP provides leadership in managing the University’s centrally held assets and liabilities through oversight of the Central Bank; oversees the strategy, operation, and performance of the University’s external debt portfolio (currently $6.2B); plays an integral role in the projection and monitoring of University cash flows (currently $6B+/year); oversees the development of University policies related to cash and debt; and ensures the provision of banking and transactional services to the University community. The AVP also manages Harvard’s liquidity and working capital investments, including a portfolio of fixed-income investments (currently $1B), and plays a key role in developing the University’s capital funding plan, including making resource allocation recommendations to senior leadership and the Corporation Finance Committee.The AVP maintains a strong and productive working relationship with the Harvard Management Company (HMC), ensuring the University’s strategic and tactical liquidity and funding needs are satisfactorily met. The AVP also advises schools and units on decisions affecting debt, financing strategy, and cash management, while partnering with HMC, the Office of Finance and Strategic Planning, the Office of the Controller, schools and units, as well as external parties such as investment and commercial banks, rating agencies, legal counsel, trustees, and investors. The AVP is a member of the CFO’s Financial Leadership Team and attends meetings of the Corporation Finance Committee.In addition to these core responsibilities, specific duties include:•&nbsp;&nbsp; &nbsp;Directing the development and implementation of policies and analysis to support the operation of the Central Bank and optimization of the external debt portfolio 
•&nbsp;&nbsp; &nbsp;Overseeing the strategic issuance of external debt for the University and maintaining relationships with lenders, investors, banks, and rating agencies 
•&nbsp;&nbsp; &nbsp;Leading strategic cash management, including the ongoing expansion of payment options 
•&nbsp;&nbsp; &nbsp;Managing and monitoring the performance of investment assets to advance institutional goals while minimizing risk 
•&nbsp;&nbsp; &nbsp;Developing and ensuring the quality of financial and risk models and reports 
•&nbsp;&nbsp; &nbsp;Forecasting, monitoring, and arranging for liquidity/cash-flow requirements to ensure sufficient funds are available to meet operating expenses and obligations 
•&nbsp;&nbsp; &nbsp;Hiring and developing a highly competent and diverse workforce, embodying organizational values in a trusting, engaging environment 
•&nbsp;&nbsp; &nbsp;Developing relationships across the University to help guide and implement strategic financial decisions in a complex organization 
•&nbsp;&nbsp; &nbsp;Serving as a strategic financial advisor to senior University leadership 
•&nbsp;&nbsp; &nbsp;Establishing policies and procedures to ensure appropriate management of cash and external and internal debt throughout the University 
•&nbsp;&nbsp; &nbsp;Ensuring compliance with debt-related tax regulations 
•&nbsp;&nbsp; &nbsp;Monitoring developments in the capital markets Qualifications Basic Qualifications:•&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s degree, with advanced degree preferred 
•&nbsp;&nbsp;&nbsp;&nbsp;15+ years of progressive experience in finance or treasury with experience in the capital markets 
•&nbsp;&nbsp;&nbsp;&nbsp;Knowledge of treasury functions and accounting required 
•&nbsp;&nbsp;&nbsp;&nbsp;Proven operational and financial systems knowledge and skills 
•&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated experience of communication at the Board and/or C-suite level 
Additional Qualifications and Skills:•&nbsp;&nbsp;&nbsp;&nbsp;Strong leadership, relationship management and staff management abilities 
•&nbsp;&nbsp;&nbsp;&nbsp;Exceptional planning and organizational abilities 
•&nbsp;&nbsp;&nbsp;&nbsp;Excellent analytic, quantitative, problem-solving, conceptual, and communication skills 
•&nbsp;&nbsp;&nbsp;&nbsp;Attention to detail and commitment to compliance 
•&nbsp;&nbsp;&nbsp;&nbsp;Experience in higher education or other complex organizations is preferred Additional Information This is an exciting opportunity to make a meaningful impact at a leading University. The AVP will play an integral part in charting our financial course for years to come. If you are looking for a senior leadership role where you can apply your expertise to support world-class education and research, we encourage you to apply.<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, Education, Criminal, Credit</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 063. 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.

Assistant Vice President, Finance and Treasury Management

<h3>Job Description:</h3>The RoleAs Vice President, Workplace Investing ('WI') – Fidelity Consulting you are responsible for overseeing the delivery of strategy consulting projects on behalf of our Workplace Investing Business, which includes Fidelity’s retirement and healthcare benefits business lines. Our projects aim to solve the most critical business issues, and your role is highly valued by WI business leaders to drive critical thinking forward. Your thought leadership, team management, and client relationships help to shape the future of the WI business. In addition, your work as an integral member of the Fidelity Consulting ('FC') management team helps to strengthen our group.Our Vice Presidents lead strategic projects critical to our WI business. These projects are typically staffed with three to six associates over a four-to-six-month timeframe. As Vice President, you help scope the projects, lead and manage workstreams, and partner with Wealth business leaders to drive successful outcomes.<h3>The Expertise &amp; Skills You Bring </h3><ul><li>Demonstrated interest or experience in the financial services industry, with the strong knowledge of the retirement and/or healthcare benefits industry, customers, and products and services</li><li>Have worked in one or more areas of the retirement or healthcare benefits industry with direct experience with customers, products, or services</li><li>The position requires significant consulting experience with multiple years in the project manager role and experience counseling clients/partners, preferably with a top tier consulting firm.</li><li>You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.</li><li>You have both the flexibility and the skill to lead and contribute to teams.</li><li>MBA degree or equivalent degree or experience is preferred </li><li>Experience with project and team management, specifically including strategy development, evaluation of new retirement or healthcare benefits products and services, and business transformation</li><li>In depth understanding of the retirement and healthcare benefits industry market dynamics, economic structures, competitor landscape, products and offerings and customer trends</li><li>Understanding of key retirement and healthcare benefits activities including but not limited to defined contribution, defined benefit, stock plan services, and health benefit administration.</li><li>Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis and primary/secondary research</li><li>Capable of influencing and providing strategic guidance to senior management, through both personal interactions as well as the creation and delivery of researched based conclusions.</li><li>Ability to bring ideas to increase collaboration between the WI organization and broader Fidelity</li><li>Ability to assess risk and operationalize findings – turning research into actions</li><li>Proficient in quantifying challenges and requirements related to execution</li><li>Driver of decisions in complex environments with multiple partners</li><li>Adept at leading multiple projects/initiatives at once</li><li>Skilled in building relationships with peers and executives in a variety of capacities</li><li>A desire to work with people development and mentoring</li></ul><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3>The Team</h3>Fidelity Consulting ('FC') consists of ~100 strategy consultants, some like yourself, who are directly aligned to a business unit, and others who move across projects as business need dictates. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful and rigorous analysis, and by providing provocative points of view. We deliver value in a variety of ways, from leading projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – ultimately preparing you for increasing leadership roles at Fidelity.The base salary range for this position is $130,000-264,000 USD 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>Consulting

VP Consulting, Workplace Investing

<h3>Job Description:</h3>The RoleFidelity Investments is looking for a Quantitative Equity Research Analyst to join the Equity Quantitative team – a part of the Quantitative Research &amp; Investments (QRI) division. In this role, the analyst will partner with fundamental Equity portfolio managers to provide quantitative analytics for alpha generation, risk management, and portfolio construction. The analyst will conduct research on new alpha sources to enhance existing models, deliver actionable advice on fund positioning and risk drivers, and assist with portfolio construction using optimizations and other systematic approaches.The Value You Deliver<ul><li>Building quantitative factors and models through idea generation and empirical analysis to enhance the investment process of fundamental portfolio managers</li><li>Evaluating large structured and alternative datasets to deliver differentiated sources of alpha</li><li>Providing customized and timely recommendations to portfolio managers by analyzing portfolio risk exposures, investigating portfolio construction and optimization techniques, and conducting performance attribution</li><li>Assisting portfolio managers with new product development, fund pitches, and client communications</li><li>Actively contributing to the team’s research agenda and taking responsibility for research projects, as well as publishing and distributing research internally</li></ul>The Experience and Skills You BringWe are seeking individuals who have the following characteristics:<ul><li>7+ years of experience in quantitative equity research</li><li>Relevant experience building multi-factor quantitative models employing both linear and non-linear (e.g., machine learning based or GenAI) algorithms</li><li>Deep understanding of equity risk models, including model construction, factor and covariance definitions, factor calculations, and translating output statistics into meaningful information for fundamental investors</li><li>Proven expertise with portfolio construction and optimization techniques</li><li>Proficiency with programming languages and statistical software (e.g., Python, R, MATLAB, SQL, Tableau)</li><li>Deep knowledge of various financial and economic databases, such as Compustat, Worldscope, IBES etc. Experience with financial packages and portfolio optimization tools (e.g., FactSet, Bloomberg, Barra)</li><li>Master’s degree in quantitative finance, financial mathematics, business administration, computer science, engineering, or the physical sciences</li><li>Ability to think independently with good economic intuition as well as strong presentation and communication skills</li></ul>The base salary range for this position is $150,000 - $250,000 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><h3>Category:</h3>Investment Professionals

86 Project Management / Professional Services Jobs in Walpole, MA, USA