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<p><strong>Talent Acquisition Consultant/ Recruiter&nbsp; &nbsp;- Sales/Distribution</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>What will my role look like?</strong></p><p>As a Talent Acquisition Consultant, you will act as a strategic partner to drive the full life cycle of recruiting across specific functional areas. You will develop, direct, plan, and evaluate the external and internal recruitment activities to satisfy the organization's talent requirements. You are a relationship builder who will utilize extensive knowledge of your clients, industry benchmarking, best practices and knowledge of internal and external business issues to improve customer service.&nbsp;You will play a critical role in ensuring that we are hiring the talent needed for the future growth of our company.</p><p><strong>Talent Consultant Responsibilities</strong></p><ul><li>Proactively support broader recruitment strategy to help ensure delivery of qualified and diverse talent</li><li>Lead and own posting, screening, assessment, interview, offer and disposition process activities for the functional segment, ensuring outstanding candidate experience</li><li>Provide complete, accurate, and inspiring information to candidates about the company and position</li><li>Prepare candidates for their interview with National Life Group by providing detailed information on the company, business strategy, department background, job descriptions and expectation-setting</li><li>Lead and document post-interview debrief/feedback sessions with interview teams and candidates</li><li>In partnership with Hiring Leader and Head of Compensation, prepare offer letters and support offers of employment to selected candidates within the guidelines of National Life Group compensation and benefits policies</li><li>Work with Hiring Leaders to understand the business, meet hiring volumes and headcount goals, gather key input for candidate slates and provide feedback on candidates, influencing hiring decisions</li><li>Communicate proactively and in a timely manner with candidates, providing details on the selection process and Hiring Leader feedback</li><li>Lead virtual and in-person Hiring Leader Interview Training and ad hoc recruitment trainings</li><li>Use market intelligence and industry trends to develop, execute and assess online candidate search campaigns using a variety of internet search engines as a delivery vehicle to identify relevant prospects and produce quality candidates</li><li>Develop an effective pipeline of key talent potentially available for immediate hire as succession planning needs dictate</li><li>Help ensure company follows laws and regulations as it relates to online sourcing, recruiting and hiring practices</li><li>Report on effective recruiting trends and make recommendations based on recruiting data</li></ul><p><strong>Minimum Qualifications</strong></p><ul><li>A minimum of 4 years of full lifecycle, corporate recruiting or related experience, with at least 1 year of recruiting for senior level roles; preferably within a financial services organization</li><li>Bachelor’s degree from an accredited college/university or equivalent work experience</li><li>Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook</li><li>Experience with recruitment tools, technologies, and platforms such as UKG/Ultipro, Greenhouse, LinkedIn Recruiter, Talent Neuron, Predictive Index and/or others preferred</li><li>Ability to build positive relationships and collaborate with hiring leaders and candidates in an engaging and persuasive manner</li><li>Experience working in a compliance driven organization preferred</li><li>Behavioral based interviewing skills and national recruitment experience required</li></ul><ul><li>Must be able to manage competing demands while being extremely adaptable and flexible</li><li>Must be able to work in an in-office/hybrid environment</li><li>Excellent project management, writing and oral communication skills are required</li><li>Strong initiative and solid judgment abilities/skills</li><li>Experience in diversity recruitment preferred</li><li>Must have excellent professional presentation and interpersonal skills, and the ability to interact and engage all levels of management/leadership</li><li>Strong business acumen and organizational agility; critical thinker and results oriented</li><li>Must be able to pass a background check</li></ul><p><strong>What’s it like to work here?</strong></p><p>At National Life, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day.&nbsp; We believe that growth isn’t just about numbers, it's about keeping promises to our customers and each other.&nbsp; We see ourselves as “do gooders” who contribute to our company, our cause and our communities.&nbsp;</p><p>&nbsp;<strong>What You’ll Find at National Life Group:</strong></p><ul><li>Competitive pay and outstanding health, wellness and insurance benefits</li><li>401k employer match</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li><li>Onsite fitness centers at both our Vermont and Texas locations</li><li>Paid family leave</li></ul><p><strong>How You Show Up</strong></p><p>You’re a coach who knows how to guide others.&nbsp; You’re a good listener and an effective communicator who can execute, lead by example and add business value.</p><p>You want to part of a culture and a team where you have a voice, and you respect the voices of others.</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Talent Acquisition Consultant - Sales/Distribution

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Fort Collins, CO

<p>At American Express, our culture is built on a 175-year history of innovation, shared&nbsp;values&nbsp;and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p>Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.</p><p>This Manager role is for the Systems Change Office within Financial Reporting Quality Assurance Organization (FRQA), in support of the Regulatory Reporting Automation program. This role is responsible for driving Change Management activities which includes driving the definition, gathering, exploration, analysis, and system maintenance of changes to Regulatory Requirements and the end-to-end automation through the Finance Modernization Data Pipeline, leading program and change governance efforts for finance / regulatory reporting platforms. This role will support the ownership of the Change Management Policy for regulatory reporting automation, including but not limited to documenting, understanding, and defining the core framework that includes mechanisms for monitoring, reviewing, implementing, and validating applicable changes stemming from internal and external drivers. Supplemental documentation will evidence changes from initiation, review, and approval to the implementation of the change.&nbsp;</p><p><strong>How will you make an impact in this role?</strong></p><ul><li>Drive compliance of the Change Management Framework for regulatory reporting automation that defines the core strategy that includes mechanisms for monitoring, reviewing, implementing, and validating applicable changes stemming from internal and external drivers.&nbsp;</li></ul><ul><li>Transition from current Change Management process to elevated Change Management processes by gaining a good understanding the current processes and tools functionality&nbsp;&nbsp;</li></ul><ul><li>Drive the Change Management process by conducting thorough impact analysis and identifying relevant stakeholders.&nbsp;</li></ul><ul><li>Collaborate with users to understand the pain points, requirements, feedback and provide them with timely resolutions.&nbsp;</li></ul><ul><li>Drive effective communication across impacted stack holders.&nbsp;</li></ul><ul><li>Ensure supplemental documentation is acquired for changes that will evidence changes from initiation, review, and approval to the implementation of the change.&nbsp;</li></ul><ul><li>Coordinate with various Product Owners, Process Owners, Subject Matter Experts, Solution Architecture colleagues, and Data Management team to ensure change is executed accurately.</li></ul><ul><li>Ensure smooth implementation of changes by understanding and communicating issues, dependencies, risks to relevant stakeholders.&nbsp;</li></ul><ul><li>Good understanding of Change Management Lifecycle.&nbsp;</li></ul><ul><li>Manage change management backlog, understand technical complexities and help prioritize changes&nbsp;</li></ul><ul><li>Coordinate with various Product Owners, Process Owners, Subject Matter Experts, Solution Architecture colleagues, and Data Management team to ensure change is executed accurately.</li></ul><ul><li>Assist with internal/external audits to ensure relevant documentation is available across changes&nbsp;</li></ul><p><strong>Minimum Qualifications:</strong></p><ul><li>Degree in Finance/Accounting and/or Information Technologies (masters preferred)&nbsp;</li></ul><ul><li>7+ years of work experience in Project Management/Change Management&nbsp;</li></ul><ul><li>7+ years of work experience in Agile delivery or with other project management methodologies&nbsp;</li></ul><ul><li>Experienced in the application of change management models, methodologies and frameworks, e.g., ADKAR, Kotter, McKinsey&nbsp;</li></ul><ul><li>Experienced in the creation of product prioritization and decisioning models, e.g., MOSCOW, Kanban, etc.&nbsp;</li></ul><ul><li>Excellent relationship building, presentation and collaboration skills&nbsp;</li></ul><ul><li>Experienced in the application of change resistance models, e.g., Kubler-Ross, Maurer, PDCA&nbsp;</li></ul><ul><li>Self-motivated and proactive, ability to manage multiple assignments and projects concurrently.&nbsp;</li></ul><ul><li>Experience with MS Excel, Power Query, and other analytical tools, e.g., Tableau.&nbsp;</li></ul><ul><li>A self-starter, proactive team player with excellent relationship building and collaboration skills, facilitating a network of strong relationships across the organization.&nbsp;</li></ul><ul><li>Exhibits organizational skills with the ability to meet/exceed critical deadlines and manage multiple priorities, delivering high quality service with passion and exceeding expectations.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Understanding of systems integration across complex system architecture.&nbsp;</li></ul><ul><li>Understanding of Oracle General ledger and FAH accounting rules&nbsp;</li></ul><ul><li>SQL and data analysis experience.&nbsp;</li></ul><ul><li>Strong knowledge and working experience in regulatory regulations and reporting is required and any exposure to US regulations is preferred.&nbsp;</li></ul><ul><li>Working exposure in development of financial data domains to support regulatory and analytical requirements for large scale banking/financial organizations.&nbsp;</li></ul><ul><li>Communication Management/proficiency with PowerPoint.</li></ul><p><strong>Guardian&nbsp;</strong></p><p>Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions</p>

American Express

Manager- Financial Regulatory Reporting Automation (Change Management)

<h3>Job Description:</h3>Job Description<p><strong>Senior Consultant, Fidelity Consulting </strong></p><p><strong>The Role</strong></p><p>As a member of the Fidelity Consulting (FC) team, this role sits in a collaborative, fast-paced, and innovative environment at Fidelity Investments! You will be immersed in unique project environments, develop and learn from leaders, while solving some of our most critical business issues. The Senior Consultant drives projects that seek to tackle Fidelity’s most pressing business challenges. This position will: own and deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer perspectives into a broader business conversation.</p><p><strong>The Expertise &amp; Skills you bring</strong></p><ul><li><p>You hold an MBA.</p></li><li><p>You have 5-10 years of work experience, including pre-MBA experience; prior management consulting experience is strongly preferred, and financial services industry experience is a plus.</p></li><li><p>Analytically minded with excellent communication skills</p></li><li><p>Ability to add value to hard-working teams</p></li><li><p>Prior management consulting, strategy, or similar experience preferred</p></li><li><p>Strong research &amp; analytical skills, including the ability to synthesize findings and develop practical, impactful recommendations</p></li><li><p>Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations</p></li><li><p>Demonstrates an aim to develop creative approaches to problem solving</p></li><li><p>Strong attention to detail and comfort with ambiguity</p></li><li><p>Can-do attitude and intellectual curiosity</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Fidelity Consulting (“FC”) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group 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 – preparing you for increasing leadership roles and advancing your career.</p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

Senior Consultant, Fidelity Consulting

<h3>Job Description:</h3>Job Description<h3><strong>Consultant, Fidelity Consulting </strong></h3><p><strong>The Role </strong></p><p>As a Consultant, you will partner to drive projects that seek to tackle Fidelity’s most pressing business challenges. The Consultant works on an all-star team in support of Fidelity’s business challenges and emerging initiatives You will: contribute and deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation.</p><p><strong>The Expertise &amp; Skills </strong><strong>y</strong><strong>ou </strong><strong>ring</strong></p><ul><li><p>You hold a bachelor’s degree</p></li><li><p>You have 3-5 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</p></li><li><p>Experience with team project work, general management, and/or analytics and conceptual problem solving</p></li><li><p>Analytically minded with strong written and verbal communication skills</p></li><li><p>The expert ability to create business insights</p></li><li><p>You are a measured, focused and results driven individual and an ambitious team player</p></li><li><p>You have strong research and analytical skills, including the ability to synthesize findings and develop practical, concrete recommendations</p></li><li><p>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</p></li><li><p>Tenacious attitude and intellectual curiosity</p></li><li><p>You have strong attention to detail and comfort with ambiguity</p></li><li><p>You are confident and strive for continuous self-improvement</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Fidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group 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 – preparing you for increasing leadership roles and advancing your career.</p>The base salary range for this position is $80,000-153,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

Consultant, Fidelity Consulting

Company Description<br><p>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.</p><p><strong>Why join the Harvard Kennedy School?</strong></p><p>The John F. Kennedy School of Government at Harvard University is one of 12 graduate and professional schools at the university. Harvard Kennedy School’s mission is to improve public policy and leadership so people can live in societies that are more safe, free, just, and sustainably prosperous. By combining cutting-edge research, the teaching of outstanding students, and direct interaction with practitioners, we have an impact on solving public problems that no other institution can match. When you work at Harvard Kennedy School, you make a difference.</p><br>Job Description<br><p>Executive Education at Harvard Kennedy School (HKS) seeks a collaborative, highly organized, and detail-oriented Senior Financial Analyst to lead the department’s annual planning processes – budget, forecast, multi-year – prepare reports and summaries, and provide analysis for decision support. Reporting to the Senior Director of Finance and Administration, successful candidates will be a strong communicator, curious and persistent, have strong accounting skills, and be proactive and capable of leading tasks and projects. This is a great role for someone looking to lead a budget process. HKS is a vibrant and values-driven community, and we actively seek applications from candidates who demonstrate a commitment to building a diverse and inclusive culture.</p><p>Harvard Kennedy School Executive Education (HKS Exec Ed) is the premier worldwide source for executive-level leadership development focused on public service.&nbsp; Exec Ed operates as a department within HKS and provides 80+ programs ranging from 1 to 4 weeks in length to 4500+ participants each year. Programs are delivered online, in-person, or a combination of both, and are offered as open enrollment via an admissions process or as custom programs focused on the needs of public service or government organizations, sponsors, or donors. Exec Ed is a critical piece of the HKS mission to improve public policy and leadership so people can live in societies that are more safe, free, just, and sustainably prosperous.&nbsp; &nbsp;Programs are led by faculty and attract accomplished public leaders from around the world, with roles in the government, nonprofit, multilateral and corporate sectors.</p><p><a href="#_Duties_and_Responsibilities"><strong>Duties and Responsibilities</strong></a> (include, but are not limited to)</p><ul><li>In close collaboration with the Senior Director of Finance and Administration, lead the annual budget and reforecast process for the department, ensuring accuracy and compliance with school policies and guidance.</li><li>Participate in the annual multi-year financial plan (5 years).</li><li>Lead a process to assure that all&nbsp; internal agreements with faculty and other schools/centers are well-documented and transparent.</li><li>Perform periodic financial forecasts.</li><li>Review ad/hoc budgets for potential new programs, providing guidance and recommendations on pricing options.</li><li>Support or lead other financial planning or reporting processes such as setting tuition prices, Veterans Affairs benefits pricing catalog, department’s Annual Report, and review of financial policies.</li><li>Maintain an annual financial planning calendar.</li><li>Create, maintain, and present reports and summaries that support financial and strategic decision-making by department leadership</li><li>Review processes and provide recommendations on changes to improve efficiency or cost effectiveness.</li><li>Develop and maintain relationships with key contacts and groups from around the department, school, and University to maintain best practices and more quickly achieve goals and objectives.</li><li>Assist the Senior Director of Finance and Administration and the Accounting Team with project work and other ad/hoc requests.</li><li>Provide periodic support and assist with special projects for Harvard Kennedy School’s Office of Financial Services (OFS) team.</li></ul><br>Qualifications<br><p><strong>Basic Qualifications: </strong></p><ul><li>Bachelor’s degree or equivalent work experience required</li><li>Minimum of 5 years’ relevant work experience</li></ul><p><strong>Additional Qualifications:</strong></p><ul><li>Demonstrated computer skills using Microsoft Office suite and the internet and willingness/ability to learn and adapt to new software and technologies.</li><li>Capacity to manage, prioritize, and respond to internal customers in a timely manner.</li><li>Must be efficient, proactive, and have strong attention to detail, as well as be able to multi-task and to meet firm deadlines.</li><li>Effective communication, interpersonal, problem-solving, and time-management skills.</li><li>Experience with Salesforce a plus.</li><li>Experience with SmartView a plus.</li></ul><br>Additional Information<br><ul><li><strong>Visa Sponsorship Information: </strong>Harvard University is unable to provide visa sponsorship for this position</li><li><strong>Pre-Employment Screening: </strong>Identity, Education</li><li><strong>Other Information:&nbsp;</strong><strong>This position has the option of working a hybrid work schedule with 2 remote workdays per week, with the possibility of adding a 3rd remote day in the future.</strong></li></ul><p><strong>Work Format Details</strong></p><p>This 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;</p>
<p><strong>Salary Grade and Ranges</strong></p><p>This position is salary grade level 057. 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;</p>
<p><strong>Benefits</strong></p><p>Harvard 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;</p><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><p>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;</p>
<p><strong>EEO/Non-Discrimination Commitment Statement</strong></p><p>Harvard 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.</p><p>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.</p>

Harvard University FAS Human Resources

Senior Financial Analyst, Executive Education

<h3>Job Description:</h3><p>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?</p><p>Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.</p><h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3><p>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.</p><h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3><p>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.</p>The base salary range for this position is $124,000 - $140,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales Support

VP, Regional Planning Consultant -Palo Alto/ Burlingame, CA

VP, Regional Planning Consultant -Mission Viejo/Del Mar, CA

<h3>Job Description:</h3><p><strong>Senior Associate – Global Financial Controls Center of Excellence</strong></p><p><strong>The Role</strong></p><p><strong>Are you ready to make an impact?</strong> If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.</p><p>The GFC Senior Associate role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.</p><p>The <strong>Expertise</strong> and <strong>Skills</strong> You Bring</p><p>Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.</p><ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>Three plus years of relevant progressive experience with supporting IT audits, IT SOX (ITGC, ITACs, &amp; IPEs), integrated financial statement audits</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Blend of Public Accounting (IT SOX / SOX) and Internal Audit experience highly desirable</li><li>Direct experience with IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</li><li>Familiarity with system implementations, alternative Investments and/or digital assets</li><li>Exposure to general accounting concepts including financial statement risks, and controls</li><li>Exposure to partnering with financial auditors on integrated audits</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Learning agility to quickly understand and connect key concepts</li></ul><p>The <strong>Team</strong></p><p>The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.</p><p><strong>Company Overview </strong></p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. </p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. </p><p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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. </p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. </p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. </p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. </p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>The base salary range for this position is $67,000-127,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Associate – Global Financial Controls Center of Excellence

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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