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<h3>Job Description:</h3>The RoleFidelity is looking to hire a Portfolio Manager to join its Fixed Income Division as a fiduciary for our growing taxable and tax-exempt separately managed retail account (SMA) business. The Fixed Income Division uses a team-based approach, and the Portfolio Manager will co-manage the accounts in partnership with the existing Portfolio Manager. The selected individual will help develop and implement investment strategies that provide a high level of income consistent with preservation of capital to be offered through Fidelity’s managed account businesses. As team co-leader, the Portfolio Manager will also assist in the development of technology infrastructure supporting the investment process, will contribute to ongoing product strategy design and will partner with business support groups to ensure delivery success.This role will report to one of the Chief Investment Officers and will require close working relationships with other investment leaders, portfolio managers, analysts, traders, operational support professionals, and distribution channel partners. The position requires familiarity with the bond markets including market structure, and knowledge of portfolio analysis and construction techniques. Responsibilities also entail significant technology engagement, demand effective communication capability, and require demonstrated attention to detail. The chosen individual should seek continuous improvement of investment processes and skills in addition to risk-adjusted market returns.Primary Responsibilities<ul><li>Retail Separate Account Management: Daily investment and improvement of Fidelity’s bond Separately Managed Accounts (SMAs) for retail investors. Develop investment thesis and views to advise iterative optimizations and high volumes of small-lot trades. Investment objective of competitive, risk-adjusted returns over time.</li><li>Research Integration: Engage analysts as key, ongoing contributors in investment strategy creation and implementation in alignment with team investment thesis.</li><li>Trading Integration: Partner with taxable and municipal bond traders to execute strategies appropriately. Manage daily cash flows to ensure best execution and compliance with guidelines and policies. Coordinate the integration of the SMA trading activities with the those of other Fixed Income portfolios. Review completed trades to ensure desired execution.</li><li>Quant Integration: Work closely with quant analysts on the PBM team to leverage taxable and municipal security level analytics and portfolio construction and order generation capabilities to systematize investments at scale for all accounts. Coordinate and develop tools to enable how broad market and sector level views are implemented in large number of smaller SMAs with significantly smaller set of securities.</li><li>Technology: Partner with enterprise technology teams with respect to ongoing improvements to portfolio tools and platforms. Experience with Python/coding, optimizers and existing SMA vendors in the marketplace a plus.</li><li>Product Development and Improvement: Work with product and advisory teams on ongoing product development and marketing efforts. Initiate and complete improvements of existing products as needed. Understand legal and compliance requirements for all managed products.</li><li>Channel Support: Assist customer-facing distribution partners with representing market views, portfolio capabilities, performance, and related perspectives. Establish and deliver regular investment messaging materials to support distribution needs.</li></ul>Qualifications<ul><li>Fixed Income investment experience and demonstrating understanding and views of bond markets and market structure. Experience with the municipal bond market, issuers, fundamental factor and opportunities a plus.</li><li>Familiarity with fixed income risk, risk platforms, and risk metrics.</li><li>Genuinely interested in process improvement and efficiency.</li><li>Appreciation of and interest in the unique role of technology and coding in the SMA business.</li><li>Strong quantitative skills and technical skills a plus.</li><li>Creative thinker and problem-solver; flexible and welcoming of new insights and perspectives.</li><li>Meticulous attention to detail; strong ability to prioritize and manage time.</li><li>Humble teammate with consistent track record of partnering across the investment organization; passionate about developing and mentoring less experienced staff.</li><li>Unquestioned integrity and strong work ethic.</li><li>MBA or CFA.</li><li>5+ years investment experience desirable.</li></ul>​This is an outstanding opportunity to work with high-caliber investment professionals in one of the premier Fixed Income investment management divisions in the world. The ideal candidate will have demonstrated consistent success in their academic experience and work experience.Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’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 every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Fixed Income Portfolio Manager, Bond Separately Managed Retail Accounts (Bond SMAs)

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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 every other week (all business days, M-F) in a Fidelity office.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.

Financial Services Representative - Birmingham, AL

<h4>Overview</h4>LMI is seeking a skilled SeniorAcquisition Consultant - Aviation to support the OSD(Acquisition) Air Platforms and Weapons (APW) office at the Pentagon in Arlington, VA. The position requires providing a broad range of support to Government clients focused on mission engineering, acquisition, high-level engagement, and oversight support for air platforms and weapons. The candidate will support the office with high level products to guide coordinated and streamlined weapons acquisition messaging for the F-35 Lightning II aircraft and other activities.The candidate must be able to work independently as well as in a team setting and support client meetings and related engagements. The candidate will&nbsp; with high level products to guide coordinated and streamlined weapons acquisition messaging for the F-35 Lightning II aircraft.This position is onsite at the Pentagon (Arlington, VA).&nbsp;LMI is a consultancy dedicated to improving the business of government, drawing from deep expertise in advanced analytics, digital services, logistics, and management advisory services. Established in 1961, LMI is a trusted third party to federal civilian, national security, and defense agencies, operating free of commercial and political bias. For nearly 60 years, LMI has worked with 40 government agencies. From the departments of Defense to Health and Human Services, LMI is honored to support the government's mission and people around the globe. We believe government can make a difference, and we seek talented, hardworking, mission-driven people who share that conviction.<h4>Responsibilities</h4><ul><li>Acquisition/Program Support: Developing and leading briefings at the “executive” level within OSD and the Services.&nbsp; Working with the applicable Service acquisition offices to answer recurring requests for information from ASD(A), USD(A&amp;S), and other OSD principals/organizations, and coordinate OSD and Service actions on the assigned portfolio of programs.</li><li>Reviewing reports, studies, and analyses and prepare observations and recommendations to ensure that senior DoD leadership are informed and presented with comprehensive, integrated, coordinated, and timely appraisals of the portfolio.</li><li>Producing executive level forums, presentations, and point papers.&nbsp; Routing draft documents, coordinating comment resolution and incorporating comments into final version.</li><li>Reviewing key acquisition documents and providing objective assessments of content, adherence to statute, and application of acquisition best practices.&nbsp;</li><li>Coordinating with other OUSD(A&amp;S), OSD, and Joint Staff stakeholders for acquisition and sustainment decisions and documents. &nbsp;</li><li>Scheduling and managing products for recurring senior leader meetings and acquisition decision forums for the Director, APW; DASD(PWPM), ASD(A), and/or USD(A&amp;S).&nbsp;</li><li>Maintaining lists of Points of Contacts in the Services for APW portfolio and programs.</li><li>Requirements Implementation: Maintaining communication with the US Services requirements officers on fleet requirements and integration across a wide range of topics and issues. Assisting in obtaining required analytical products that support formal requirements documents and subsequent acquisition strategies and plans.</li><li>Preparing correspondence packages and responses to APW portfolio and program specific taskers, including Congressional reports, GAO, DoD IG, and other correspondence and reporting as required to ensure strategic communications and alignment across the F-35 Enterprise.</li><li>Providing, supporting and complying with a variety of activities (e.g. required/contractual training, special projects, proposals, data calls, etc.).</li><li>Representing DASD(PWPM) on recurring bi-weekly forums to provide status and progress updates on the Financial Improvement Audit Readiness Corrective Action Program. &nbsp; </li><li>Providing ongoing staff coordination between OUSD A&amp;S, Industrial Base Policy (IBP) &nbsp;and F-35 Joint Program Office regarding notifications received by DoD Committee on Foreign Investment in the United States (CFIUS).</li></ul><h4>Qualifications</h4><ul><li>This positions requires a Top Secret (SCI Eligible) Security Clearance</li><li>Bachelors Degree in related field</li><li>5+ years experience communicating with senior leaders in within the DoD</li><li>5+ years of DoD acquisition program support</li><li>5+ years of air warfare subject matter expertise including: knowledge and experience with DoD air warfare technology, air warfare systems engineering, and air warfare operational capabilities</li><li>Experience navigating through competing interests leveraging tact, negotiation skills, problem-solving, and resilience with a focus on meeting organizational and regulatory requirements.</li><li>Additional desired qualifications:<ul><li>Experience with the F-35 Lightning Program</li><li>DAWIA (or industry equivalent) certification in program management, contracting, or systems engineering</li><li>Strong oral/written communication and presentation skills to review and implement policies and guidance</li><li>Experience conducting critical qualitative and quantitative data analysis</li><li>Command of Microsoft Office Suite in order to produce executive level briefing materials, presentations and point papers</li><li>Excellent attention to detail</li><li>Experience employing electronic business tools to facilitate staffing and assist senior leader decision making</li><li>Experience serving on a Service acquisition headquarters or program office staff performing program management, contracting, or systems engineering on major weapon system program</li><li>Experience planning, organizing, and managing medium and larg-scale aviation events and conferences that enable open dialogue between executive-level DoD stakeholders, nternational partners and indusry executives.</li></ul></li></ul><h4> LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a> Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Need help finding the right job? </h4>We can recommend jobs specifically for you!Click here to get started.

LMI Consulting, LLC

Senior Acquisition Consultant - Aviation - Clearance Required

<h3>Job Description:</h3>The RoleAs a strategic leader within Fidelity’s Workplace Investing (WI) Client Engagement Group, the Director of Health Care Competitive Insights will drive market and competitive intelligence across the health and welfare (H&amp;W) benefits administration sector and adjacent workplace solutions (e.g., retirement, FSAs). This role is instrumental in shaping business strategy, identifying growth opportunities, and mitigating competitive threats through data-driven insights. This is a hands-on, high-impact role ideal for a seasoned insights professional who thrives in a collaborative, fast-paced environment and is motivated by influencing business outcomes through research and analysis.Key Responsibilities<ul><li>Lead end-to-end competitive and market intelligence for the H&amp;W benefits outsourcing space.</li><li>Analyze competitor strategies, offerings, technologies, and value-added services.</li><li>Forecast market trends, regulatory shifts, and evolving employee needs—especially around the employee experience.</li><li>Deliver executive-ready insights via presentations, dashboards, and reports that inform product, sales, and marketing strategies.</li><li>Partner with product teams to shape roadmaps, identify innovation opportunities, and address market gaps.</li><li>Develop insights-driven narratives to support go-to-market strategies, sales enablement, and client retention.</li><li>Align research priorities with strategic business goals and stakeholder needs.</li><li>Provide competitive enablement and deal support to client-facing teams; collaborate with Marketing, Sales, and Thought Leadership to refine external positioning.</li><li>Manage third-party research vendors and data providers to enhance intelligence capabilities.</li><li>Monitor and contextualize market developments; lead internal communications including newsletters and stakeholder updates.</li></ul>Expertise and Skills You Bring<ul><li>8+ years of experience in market research, strategy, or competitive intelligence within H&amp;W benefits outsourcing or consulting industries.</li><li>Deep knowledge of the H&amp;W benefits landscape; experience with leading providers or consultancies preferred. Familiarity with HRIS, HCM platforms, and emerging technologies (AI, automation, cloud) in HR/benefits.</li><li>BA/BS degree required, MS/MBA or JD preferred.</li><li>Strong analytical and strategic thinking skills; adept in CI/MI methodologies and tools.</li><li>Excellent communication and storytelling skills; able to influence senior stakeholders.</li><li>Proven leadership in cross-functional collaboration and stakeholder engagement.</li><li>Experience applying strategic frameworks (e.g., SWOT, scenario planning, benchmarking).</li><li>Ability to synthesize diverse data sources into actionable insights.</li><li>Comfortable navigating ambiguity and driving clarity through strategic judgment.</li></ul>The Value You Deliver<ul><li>Shape business strategy through deep, evidence-based market and competitive insights.</li><li>Empower sales and marketing with differentiated positioning and messaging to win and retain business.</li><li>Bridge market intelligence with product innovation, driving roadmap decisions and feature development.</li><li>Foster alignment across product, sales, and leadership by delivering timely, actionable intelligence that fuels growth.</li></ul>The Team The Workplace Insights team supports Fidelity’s Workplace Investing and Health businesses by delivering competitive and market intelligence. Our research empowers the organization to stay ahead in a dynamic and evolving industry.<h3>Certifications:</h3><h3>Category:</h3>Business StrategyFidelity’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 every other week (all business days, M-F) in a Fidelity office.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.

Director, Healthcare Competitive Intelligence

Recognized eight times as a Chicago’s Best and Brightest Companies to Work For® and seven times as a National Best and Brightest Companies to Work For®, Wespath Benefits and Investments (Wespath) is seeking a talented individual to join our award-winning organization as our Vendor Relations Manager for our Health Plans.&nbsp;Serving The United Methodist Church (UMC) for over a century; Wespath offers six HealthFlex medical plans that provide medical, prescription drug, behavioral health, dental, vision care and health accounts for over 40 plan sponsors, covering 15,000 lives. Our HealthFlex offering also includes a robust well-being program that aims to impact the physical, emotional, financial, social and spiritual dimensions of our plan participant’s lives.Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.&nbsp;Reporting to the Health Plan Manager, you’ll be responsible for managing multiple vendors that are a part of our HealthFlex offering including:<ul><li>Leading the development and execution of the vendor management strategy.</li><li>Managing all facets of the health plan vendor(s) performance.</li><li>Managing the vendor contracts.</li><li>Developing and coordinating vendor integration protocols to optimize service delivery.</li><li>Managing and resolving escalated customer issues in partnership with vendors.</li><li>Providing financial oversight of vendor relationships, including monitoring and reviewing fees and invoices with reconciliation to contract; and</li><li>Working on communications and training related to the vendor management strategy.</li></ul>Vendor Relations Manager - Compensation and Benefits:<ul><li>Medical, dental, vision and well-being benefits from HealthFlex on day one!</li><li>8% employer contribution to retirement plan with an additional match up to 2% on day one!</li><li>22 days of PTO + 12 paid holidays&nbsp;</li><li>Hybrid work environment. The office is located in Glenview, IL; will need to be in office on Tuesdays and as otherwise needed.&nbsp;</li><li>Free financial planning assistance from EY</li><li>Paid parental leave</li><li>Tuition reimbursement and other development opportunities</li><li>The compensation range for this position is $105,000-$116,00 with a bonus opportunity and customary benefits. Final compensation will be based on the hired applicant’s qualifications (education, training and/or experience related to this role), and as such, may fall outside the range shown.</li></ul>Minimum Requirements/Qualifications:<ul><li>Bachelor’s Degree or equivalent work experience.</li><li>8+ years of work experience in administration of group benefit plans specifically health and welfare products.</li><li>Skilled in Excel (i.e uses skilled functions, array functions, etc.).</li><li>Health plan experience with direct responsibility for all facets of vendor relationship management including business plan/strategy development, service/performance management, issue management/resolution, contract negotiation, financial oversight, renewal and or related healthcare provider relations, contract compliance, negotiation experience.</li><li>Demonstrated knowledge and understanding of health plan benefit design, service/ administration, underwriting/actuarial/funding principles, and HealthCare Reform/ACA and other related regulatory impacts.</li><li>Strong understanding of carrier file formats (834 preferably) and standards, with experience validating and troubleshooting carrier file data for accuracy and compliance.</li><li>Experience presenting benefits information to plan sponsors, HR teams, and employee populations both in-person and virtually.</li><li>Able to travel domestically &lt;10% of the time.</li></ul>Preferred Requirements/Qualifications:<ul><li>Advanced certification or degree in benefits, healthcare or business.</li><li>Demonstrated knowledge and understanding of other employee/welfare benefit plans and wellness programs, design, service/administration, contract obligations, etc.</li></ul>

Vendor Relations Manager (Health Plans)

<h3>Job Description:</h3><h3>Vice President, Branch Leader</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We’re Looking For <ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><h3>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. </h3><h3>The Skills You Bring </h3><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity </li></ul><h3>The Value You Deliver </h3>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. <h3>How Your Work Impacts the Organization </h3>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. <h3>Company Overview </h3>Our mission at Fidelity is to make 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 nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.The base salary range for this position is $115,000 - $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.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 every other week (all business days, M-F) in a Fidelity office.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 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Burlingame, CA

<h3>Job Description:</h3>The GroupQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The RoleFidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity’s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity’s client accounts.This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You’ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity.This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market.The Value You Deliver<ul><li>Understand, maintain, and improve infrastructure related to the investment process.</li><li>Build robust quantitative tools to aid all aspects of portfolio analysis and construction.</li><li>Collaborate closely with other investment and technology professionals within the division.</li><li>Explain complex quantitative concepts to non-technical people.</li><li>Monitor, measure, and attribute portfolio risks and returns.</li><li>Take initiative and demonstrate leadership skills to advance the investment process.</li></ul>The Expertise and Skills You BringThese attributes are indispensable:<ul><li>3+ years of industry experience as a fixed income quantitative analyst, and preferably some quant experience in the municipal bond market</li><li>Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB</li><li>Very strong interpersonal skills and an eagerness to work in a team environment</li><li>Understanding of financial markets and financial theory in the context of investment management</li><li>Strong facility with applied mathematics and statistics</li><li>Demonstrated expertise in technical and financial problem solving</li></ul>These attributes are preferred:<ul><li>Advanced degree in a discipline of science, technology, engineering, or mathematics.</li><li>Experience with callable bond models, asset allocation, security selection, and risk models.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’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 every other week (all business days, M-F) in a Fidelity office.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.

Fixed Income Quantitative Analyst, Municipal Bonds

<h3>Job Description:</h3>Team Leader, Client ServicesPlease note, this position is available at a Grade 6 or 7'Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.' Abby Johnson | Chairman &amp; CEO Fidelity InvestmentsIs it time to explore new challenges in your career?With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>Proven Leadership Experience</li><li>Previous Management or Leadership Experience in financial services is a plus</li><li>Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days</li></ul>The Purpose of Your RoleThe Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.The Skills You Bring<ul><li>Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop</li><li>Your ability to balance leadership and supervisory responsibilities</li><li>Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward</li><li>Your experience with regulatory and compliance practices and rules</li><li>Your relationship expertise, leading with empathy and enhancing team cohesion</li></ul>The Support You ReceiveWe want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.Our Investments in YouWe believe it is important to approach life holistically. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></li></ul>The Value You Deliver<ul><li>Coaching and developing a team of associates to deliver an outstanding experience to our clients</li><li>Enabling your team to drive outstanding client service interactions/ results</li><li>Helping associates realize their own personal definitions of success</li><li>Ability to inspire associates to deliver their best</li><li>Partnering with associates to build personalized plans that support their development towards career goals</li><li>Protecting the Fidelity brand through active supervision of associate interactions and transactions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul>We believe in being #Different TogetherFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.Learn More: <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>#PIRCLeader<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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 every other week (all business days, M-F) in a Fidelity office.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.

Client Services, Team Leader

Montgomery County Employee Retirement Plans (Retirement Plans), located in Rockville, MD, is searching for an experienced investment executive to lead the County’s retirement investment programs with assets of nearly $10 billion.&nbsp;The Retirement Plans are offered to County employees, as well as participating agencies, and provide retirement, disability, and death benefits to eligible participants.&nbsp;The Retirement Plans include Employees’ Retirement System, a defined benefit pension plan; Guaranteed Retirement Income Plan, a cash balance plan that is part of the ERS; Retirement Savings Plan, a defined contribution plan; Deferred Compensation Plan, a section 457 plan; and Deferred Retirement Options Plans.The ED/CIO, leading a team of nine, is responsible and accountable for overseeing the above County’s retirement investment programs as well as the Consolidated Retiree Health Benefits Trust (Health Benefits Trust) investment program.&nbsp; &nbsp;The ED/CIO reports to and is appointed by the County’s Chief Administrative Officer (CAO). &nbsp;The Montgomery County Board of Investment Trustees (MCBIT or Retirement Board) has the fiduciary responsibility over the Retirement Plans assets and oversight of the investment program. &nbsp;The Retirement Board comprises 13 trustees appointed by the County Executive and confirmed by the County Council.&nbsp;The Health Benefits Trust, $1.8 billion in net assets at June 30, 2024, provides funding for health benefits for retirees and their dependents. &nbsp;The Health Benefits Trust Board has the fiduciary responsibility over the trust assets and oversight of the investment program. &nbsp;The plan covers retirees from the Montgomery County Government, Montgomery County Public Schools, and Montgomery College. &nbsp;The Health Benefits Trust Board consists of 19 members appointed by the County Executive and confirmed by the County Council. &nbsp;All members of the Retirement Board are also members of the Health Benefits Trust Board.&nbsp;The ED/CIO regularly presents to the two Boards, which provide strategic direction and guidance on investment related matters.&nbsp; Both Boards have delegated authority to the ED/CIO to hire and terminate investment managers. &nbsp;.The Boards overseeing the trust funds approve the asset allocation and investment policies and oversee performance.&nbsp; NEPC, the general investment consultant; Franklin Park, the private equity consultant; and Albourne, the private real assets consultant, work for the Boards and with the ED/CIO and investment staff. &nbsp;Northern Trust Company is the custodian.&nbsp;The ED/CIO must be an accomplished investor with broad asset class knowledge and a strong track record of achieving the best risk adjusted returns. &nbsp;An investment leader with an in-depth understanding of global economics and capital markets, investment strategies and vehicles, the principles and practices of institutional investing, investment operations, and investment policy development is desired.&nbsp;Requirements&nbsp;<ul><li>Bachelor’s degree in finance, accounting, economics, or other related fields; an equivalent combination of education and experience may be substituted.</li><li>Minimum seven years of relevant institutional investment experience.&nbsp;</li><li>Minimum of three years of supervisory experience.&nbsp;</li><li>Experience managing a diverse workforce and effectively coaching/mentoring employees.</li></ul>Preferences<ul><li>Advanced degree.</li><li>Understanding of ESG and DEI factors within an institutional investment program.&nbsp;</li><li>Understanding of defined benefits and defined contribution plans.&nbsp;</li><li>CFA or CAIA.&nbsp;</li><li>Experience negotiating complex investment manager contracts.</li><li>Knowledge of or experience in private market asset classes.</li><li>Experience managing endowment, trust funds, or retirement plan assets.</li></ul>The ED/CIO must be a leader who embraces public service and has the&nbsp;interpersonal skills to engage and build positive relationships with key constituents and stakeholders.&nbsp;The ED/CIO participates in the County’s Management Leadership Service (MLS) program, which is for executives occupying certain high-level merit positions. &nbsp;Major components of the program include a broadband classification system, performance accountability with performance-based pay, professional development opportunities, and a County-wide focus on program and policy development. &nbsp;Employees entering this program from outside the County government must serve a 12-month probationary period before attaining merit system status.&nbsp;Montgomery County offers a comprehensive Total Rewards package that is designed to attract highly-qualified applicants. &nbsp;The base salary range for this position is $200,000 to $223,880. &nbsp;The position is eligible for annual cost-of-living adjustments as well as annual pay-for-performance bonuses of up to 25 percent of their base salary.&nbsp;Employees may elect to participate in either the 401(a) Defined Contribution Plan or the cash balance defined benefit plan. &nbsp;In addition, the employee will be auto-enrolled in the 457 Plan with the option to elect out of the plan.&nbsp;The County offers an outstanding benefits package, which includes 35 days of PTO each year, three personal days, and 10 paid holidays. &nbsp;Leave policies adhere to the Family Medical Leave Act, and the County provides six weeks of paid parental leave to new parents. &nbsp;Employees can participate in health insurance plans, flexible spending accounts, and an award-winning wellness program.&nbsp; County employees are eligible to participate in the Federal Public Service Loan Forgiveness Program.&nbsp;The ED/CIO position is not a remote position.&nbsp;The office is in Rockville, MD, and the ED/CIO is required to reside in the general area or within a reasonable commuting distance of the office.&nbsp; Relocation assistance is available for those relocating.&nbsp;The County’s Telework Policy requires that senior managers be present in the office as needed to ensure employee engagement, collaboration, learning and growth, and address various tasks, issues, hearings, and meetings.&nbsp; In general, senior managers are expected to be in the office for a minimum of three days a week.&nbsp;For additional information or to apply, please contact Hudepohl &amp; Associates,&nbsp;<a href="mailto:info@hudepohl.com" target="_blank">info@hudepohl.com</a> or (614) 854-7300.&nbsp;

Montgomery County Employee Retirement Plans

Hudepohl & Associates

Executive Director/Chief Investment Officer

<h3>Job Description:</h3>The RoleWe’re seeking a proven client coverage professional to join our Electronic Trading Consultant team. You will partner with institutional clients to deliver execution consultation, grow relationships, and drive electronic trading revenue. Leveraging your deep market knowledge and data-driven insights, you’ll help clients optimize workflows, achieve best execution, and unlock new opportunities.The Expertise and the Skills You Bring <ul><li>Serve as a trusted advisor across automation, TCA, OMS integration, and market structure strategy</li><li>Build, expand, and deepen client relationships with quants, head traders, and portfolio managers</li><li>Deliver workflow strategies that improve performance and efficiency</li><li>Drive revenue growth through high-quality execution service and tailored trading solutions</li><li>Provide market and client feedback to enhance the Electronic Brokerage Services (EBS) platform</li><li>Bachelor’s degree required; graduate degree a plus</li><li>5+ years in equities electronic trading sales and/or coverage with a track record of revenue generation</li><li>Expert knowledge of U.S. equity liquidity, ATSs, market microstructure, algorithms, and DMA trends</li><li>FINRA Series 7 &amp; 63 required; Series 55 preferred</li><li>Strong communication skills, collaborative mindset, and ability to operate independently in a fast-paced environment</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamThe Electronic Trading Consultant Team supports both the Fidelity Capital Market's Electronic Trading Product and Fidelity Global Brokerage Group's Fidelity Service Bureau "FSB" Product. Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing Equity, Options, Fixed Income, Forex, Municipal and CD Underwriting, Prime Brokerage, and Securities Lending products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. For more information about Fidelity Capital Markets please visit <a href="http://www.fidelitycapitalmarkets.com/" target="_blank">www.fidelitycapitalmarkets.com</a>.For more information about Fidelity Service Bureau please visit <a href="https://capitalmarkets.fidelity.com/fidelity-service-bureau" target="_blank">https://capitalmarkets.fidelity.com/fidelity-service-bureau</a>The base salary range for this position is $110,000 - $185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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 every other week (all business days, M-F) in a Fidelity office.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 57 - FINRA, Series 63 - FINRA<h3>Category:</h3>Capital Markets Equity

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