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<h3>Job Description:</h3>The Role The Asset Management Senior Risk Manager will support general risk oversight for Digital Assets, Equity, High Income, Fixed Income, Managed Accounts, and Asset Allocation Investment Teams, with a focus on blockchain and cryptocurrency related business capabilities, products, and services. Responsibilities include gathering industry data, analyzing market trends, assessing internal processes, developing tools to measure and monitor for operational risks, and designing plans to mitigate potential risks that could adversely impact Fidelity, our clients, or associates. This role will be accountable for analyzing end-to-end processes, assessing related data and controls to identify potential risks, performing targeted data-driven risk assessments, and developing risk management reporting using data visualization tools.The Expertise and Skills You Have<ul><li>3-5 years of experience; prior experience in an operating role in the crypto industry, at a top-tier management consulting firm, an asset management / private equity / venture capital firm, or in investment banking </li><li>Extensive experience with blockchain technology and digital assets, along with an understanding of their technical underpinnings</li><li>In depth knowledge of data analysis techniques and visualization tools (e.g., Tableau)</li><li>Extensive project management experience</li><li>SQL and Python programming experience a plus</li><li>Bachelor’s degree required</li><li>CFA and/or FRM certifications a plus</li><li>Strong data analysis skills (e.g., tools, strategies) with proven experience querying and analyzing large data sets and assessing outcomes</li></ul><ul><li>Skilled at operating autonomously to achieve results in a dynamic environment</li><li>Thrives in a dynamic organization where priorities shift to respond to business</li><li>Superb verbal and written communications skills</li><li>Ability to build executive level presentations and data visualizations</li><li>Outstanding relationship management skills; customer service orientation</li><li>Strong collaborator; able to develop and maintain working relationships with peers</li><li>Ability to influence others to get the job done and partner with other areas of Fidelity</li></ul>The Team Asset Management Risk provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>RiskFidelity’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

Senior Manager, Asset Management Risk, Cryptocurrencies & Digital Assets

You Lead the Way. We’ve Got Your BackWith the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities, and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.Join Team Amex and let's lead the way together.At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills. develop as a leader and grow your career.The Chief Technology Officer Organization’s vision is to raise the bar for technical excellence, talent, strategy, and standards across Technology. It also seeks to cultivate and foster technical innovation, as well as elevate and amplify the technical heartbeat of the organization.As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives.&nbsp;&nbsp;Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems.&nbsp;&nbsp;American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source.&nbsp;&nbsp;And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development.&nbsp;&nbsp;Find your place in technology of&nbsp;Our Team:&nbsp;Tech StrategyAre you passionate about creating the world’s best customer experience and winning in the digital economy? Do you want to accelerate our digital transformation by connecting the dots between business strategy, customer journeys, disruptive technologies, capabilities, and platforms?The Tech Strategy team is an internal consulting team within the Technology organization. We focus on three types of projects:1. Strategy/Management Consulting&nbsp;– Our team plays a critical role to provide strategic support for the CIO and Technology Leadership Team. As a team with a strong consulting mindset, leadership and executives call on us to help with a variety of special, high-visibility projects such as: developing mid to long term Technology Strategy for Amex, investment planning, creating the groundwork for Technology’s internal modernization efforts, Investor Day content and presentation etc.2. Platform Strategy&nbsp;– Partnering closely with Business, Product, Architecture, and Engineering teams across the enterprise, our team ensures Amex will meet our customer needs over the next 3-5 years in this continually evolving FinTech landscape by creating cohesive platform strategies and roadmaps. &nbsp;This includes forming recommendations to invest in strategic and emerging capabilities (including build vs. buy analysis), enhance / mature existing capabilities, and rationalize redundant capabilities across all platforms to drive business model evolution, growth, and innovation.3. Mergers &amp; Acquisition Advisory&nbsp;- Our team also works with the Amex Ventures, Corporate Development and Business Development teams to assess the capability landscape and maturity of potential acquisitions.&nbsp;The Role: Director, Technology StrategyAs a Director on the Tech Strategy team, you will:<ul><li>Form impactful and actionable strategic recommendations to drive our business model evolution, growth, and innovation through enterprise-wide capability investment, enhancement, and rationalization.</li><li>Understand how American Express’ enterprise strategy and future state business model is enabled through existing tech capabilities and emerging / disruptive technologies.</li><li>Prepare and lead executive presentations to highlight critical findings and recommendations.</li><li>Challenge the status quo and solve problems creatively using your toolbox of techniques such as Design Thinking, scenario modeling, use case development, journey mapping, business capability modeling, etc.</li><li>Influence others, often without direct authority, persuading with compelling data, facts, and conclusions.</li><li>Collaborate effectively and build key relationships with Business Strategy, Product, Customer Experience, Engineering and Architecture teams.</li><li>Help build an awesome culture through team building and colleague engagement activities.</li></ul>Qualifications<ul><li>10-15 years of professional experience, including prior management consulting experience delivering projects within one or more Technology strategic disciplines (i.e. CIO Advisory, Digital Transformation, Tech Value Creation, Innovative Business/Op Model, Emerging/Future Tech, Portfolio Rationalization, Capability Model/Blueprint, Tech M&amp;A, etc.)</li><li>Experience leading, developing, and mentoring high performing teams with ability to attract, recruit, train, and retain quality talent working in a technology/management consulting setting.</li><li>Skilled in data analysis, data driven decision making, relationship building, customer-centric design, customer journey mapping and external benchmarking.</li><li>Familiarity with one or more core Technology functions in a strategic capacity (i.e. Infrastructure and Cloud Strategy, Platform/ Product Strategy, Enterprise/Business Architecture, Resiliency/Cyber Security Strategy etc.) &nbsp;</li><li>Proficient in developing excellent quality presentations and deliverables for an executive audience.</li><li>Track record of influencing change within a matrixed organization (working across levels and job functions).</li><li>Knowledge of payments, commerce, FinTech innovation and disruptive technologies and trends</li><li>Solid business acumen and problem-solving ability with high capacity for strategic/end-to-end thinking</li><li>High intellectual curiosity, creativity, complex problem solving and strategic and innovative thought leadership.</li><li>Excellent facilitation and collaboration skills, with the ability to influence and gain alignment at all levels of an organization, including senior leadership.</li><li>Ability to operate in ambiguity, white space, and evolving priorities.</li><li>Loves working in an entrepreneurial culture that is lean, fast paced, and dynamic.</li></ul>Preferred Qualifications<ul><li>MBA or equivalent</li><li>Previous Big 4 management consulting experience</li><li>Familiarity with Agile Delivery/Methodologies and Lean Portfolio Management</li><li>Prior exposure to FinTech and emerging tech landscape in payment/banking industry</li></ul>Salary Range: $145,000.00 to $230,000.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Director, Strategic Consulting (Tech Strategy and Business Development)

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.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>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $106,500 - $171,500 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

Branch Leader - Highland Park, IL

<h3>Job Description:</h3>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. The Expertise We’re Looking For <ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.</li><li>Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li><li>In-depth knowledge of statistical and Machine Learning methods and approaches, a plus</li><li>Proficiency in Python or R, a plus</li></ul>The Purpose of Your RoleYou will serve as Senior Manager for analytics &amp; insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients &amp; participants.You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.The Skills You Bring<ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul>The Value You Deliver<ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul>How Your Work Impacts the OrganizationWorkplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’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.

Senior Manager, Data Analytics & Insights

ABOUT US AND ABOUT YOUAs a division of SullivanCotter, C3 Nonprofit Consulting Group, helps mission-driven organizations navigate people, cultural and operational issues. C3 partners with nonprofit boards and leaders to develop compensation and rewards programs that align with strategic objectives and advance the success of their missions. Our work includes executive compensation, board compensation, employee compensation, pay fairness, benefits, investment team compensation and development staff compensation. Leveraging decades of experience working with healthcare and nonprofits alike as SullivanCotter, C3 now stands on its own to serve private and community foundations, policy and advocacy organizations, research institutes, colleges and universities, charitable and service organizations, arts and cultural organizations, and associations among others.<ul><li>We are motivated first and foremost by helping our clients succeed. Every Associate at SullivanCotter is laser-focused on providing exceptionally responsive and high-quality client experiences.</li><li>We don’t do cookie-cutter – we thrive on developing creative, customized solutions. We also don’t do boring.</li><li>We’re committed to giving you the time, flexibility, and autonomy to do the best work of your career.</li><li>You’ll be joining us at an exciting time in our exponential growth in serving mission-based clients.&nbsp;</li><li>While part of a team, you’ll work autonomously for the most part and we trust you to get work done when/where you can be productive. We are committed to a remote, agile workforce.</li><li>You model inclusivity and bring diversity of thought, critical thinking skills and experience to our team and the firm.</li></ul>PRIMARY DUTIES AND RESPONSIBILITIESAs a Compensation Consulting Principal with the C3 Nonprofit Consulting Group, you will enthusiastically:<ul><li>Provide exceptional leadership and foster a culture of high engagement, accountability, and client service.</li><li>Participate in nurturing client relationships and strategies for generating new revenue and expanding the client portfolio in the nonprofit market.</li><li>Serve as the lead executive and employee total compensation consultant for large, complex engagements.</li><li>Manage complex projects within established budgets and regularly monitor the success of the client experience, introducing appropriate interventions or activities to keep timeline, quality, and deliverables on track</li><li>Assess and advise on the design and administration of executive and employee compensation programs to achieve business goals and effectively manage the workforce.&nbsp;</li><li>Oversee the analysis of executive and employee total compensation programs, including the evaluation of findings and development of recommendations</li><li>Support the development and effectiveness of team members</li><li>Bring subject matter expertise and experience with compensation consulting methodologies for executive and staff projects.</li><li>Develop a deep knowledge of the nonprofit industry.</li><li>Identify new opportunities to engage with clients, develop leads, write project proposals and statements of work.</li><li>Contribute to all aspects of client engagements and are responsible for leading multiple compensation consulting projects.&nbsp;</li><li>Synthesize complex data and information into actionable results and recommendations.</li><li>Design, structure, and deliver reports, presentations, and other client deliverables.</li><li>Participate in and contribute to the successful marketing and prospective activities to assist in growing our practice</li><li>Lead and participate in workflow and client delivery meetings with a spirit of collaboration</li><li>Lead special projects in pursuit of practice development and growth</li></ul>EDUCATION AND EXPERIENCEWe find people who generally fit this profile have a high degree of success in this role:<ul><li>Have a Bachelor’s degree or Master’s degree in a business-related field or equivalent combination of education and experience.</li><li>Twelve years or more of executive and staff compensation consulting experience.</li><li>Passion serving organizations making the world a better place; past experience working with these clients is a plus.</li><li>Proficient skills in problem-solving and critical thinking.</li><li>Solid technical knowledge and experience working with Excel, Word, and PowerPoint.</li><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps associates develop skills, experience, and growth opportunities.</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factors in perspectives, and interests of the audience. Ability to translate complex, technical concepts into easy to understand language</li><li>Write concise project communications, documents, and presentations with an appropriate level of technical detail and complexity.</li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment.</li></ul>BEHAVIORAL ATTRIBUTESYou will be at your best in this role when you:<ul><li>Exhibit high levels of enthusiasm and passion for serving the not-for-profit sector, and appreciate the mission-based work of our clients</li><li>Proactively cultivate a diverse, inclusive and equitable workforce</li><li>Exude strong professional presence and demeanor</li><li>Self-start and successfully assist with complex project deliverables in a very driven and evolving organization</li><li>Commit to the criticality of attention to detail and appreciation for visual communication of ideas</li><li>Work effectively with ambiguity</li><li>Willingly contribute to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork)</li><li>Demonstrate selfless collaboration</li><li>Are intellectually curious; proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas</li><li>Commit to delivering work on time with the highest level of quality</li><li>Self-reflect and actively participate in your own development, as well as the development of others</li><li>Communicate openly and directly with team members</li><li>Have a sense of humor and be yourself</li></ul>SALARY, BENEFITS AND PERKS <ul><li>Competitive &nbsp;total compensation package&nbsp;</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit-sharing retirement plans</li><li>Flexible spending accounts</li><li>Paid time off (PTO)</li><li>Company-paid holidays</li><li>Gender-neutral parental leave</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.<ul><li>$167,300.00 - $250,900.00 annually</li></ul>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.

SullivanCotter

Compensation Consulting Principal

<h3>Job Description:</h3><h3>Job Title: Director, Annuity Product </h3><h3>The Role</h3>Based in Boston, the Director of Annuity Product is a key member of the Fidelity Investment Life Insurance (FILI) team's growing product team that supports the development and management of annuity and life insurance products to provide value to Fidelity customers. This role will help drive FILI’s product development, including designing, developing, launching and managing annuity and life insurance products in collaboration with large and diverse cross-functional teams and external partners / vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuity, and life insurance products. Specific responsibilities include:Develop and Launch New Products:<ul><li>Participate in new product launches on the FILI product roadmap by partnering with cross-functional teams including but not limited to distribution, actuarial, legal, compliance, operations, technology, risk, finance</li><li>Develop detailed product specifications and applications in collaboration with product actuaries, compliance, technology and cross-functional teams</li><li>Partner with distribution to ensure alignment of product value proposition, methodology development, and planning / tools integration</li><li>Collaborate with distribution to create training and marketing materials for new products</li><li>Conduct product trainings to customer facing advisors, if needed</li><li>Participate in the development of innovative product offerings for FILI’s product roadmap by contributing annuity product expertise, customer prospectives, and industry market insights</li></ul>Manage Existing Products:<ul><li>Responsible for on-going annuity pricing rate submission in various systems, in collaboration with FILI actuarial team and reinsurance partners</li><li>Maintain and publish rate and sales tracking reports</li><li>Responsible for quarterly reporting on variable products</li><li>Partner with Operations, Actuarial, Compliance etc. on maintenance of annuity forms</li><li>Manage relationship with external vendors on tool access &amp; updates, contract approval and processing</li><li>Review contracts, riders, and prospectus language for consistency with product specifications</li><li>Review and maintain product training materials</li><li>Partner with cross functional groups on new fund additions to variable annuities, if any</li><li>Support our continued product enhancements to our Digital offerings</li></ul>Provide Product Expertise:<ul><li>Act as a Subject Matter Expert on Fidelity insurance-related initiatives</li><li>Contribute to market intelligence by assessing industry landscape, trends, and customer needs</li><li>Collaborate with diverse teams across Fidelity to support a variety of insurance related projects</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required</li><li>8+ years of proven Annuity and Insurance experience, including developing, launching and managing annuity products</li><li>Deep product expertise in the annuities space</li><li>Strong communication skills, including the ability to communicate complex and technical concepts to stakeholders across different levels</li><li>Strong project management skills with experience influencing cross functional groups without authority</li><li>Ability to manage multiple competing priorities</li><li>Strong critical thinking and decision-making leveraging data driven insights</li><li>Knowledge of financial services products, and the role of annuities in retirement planning</li><li>Self-starter - able to assess what work needs to be completed and how to get it done</li><li>Ability to build and maintain positive relationships as you work collaboratively across teams</li><li>Expert in Microsoft Excel and strong user of other Microsoft products</li><li>Experience with Life insurance and group annuity is a plus</li><li>This role does not currently require FINRA registrations/licenses, however if a candidate already has FINRA registrations/licenses some may be maintained as 'permitted' in accordance with the Fidelity Licensing and Registration Policy </li></ul>The TeamOutstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new annuity and life insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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, Annuity Product

<h3>Job Description:</h3>The RoleFidelity Workplace Investing is seeking a Principal Data Scientist to support initiatives around healthcare personalization and customization. You will lead data science projects at the intersection of machine learning and healthcare, working with business partners, data engineers, software developers, and other data scientists. You will be a subject matter expert, guiding artificial intelligence roadmaps and keeping up with the latest developments. The assignments may include exploratory analysis, feature engineering, experimentation, forecasting, numerical optimization, and real time scoring.The Expertise and Skills You Bring<ul><li>MS in data science, statistics, or similar quantitative field; PhD and training in epidemiology and public health is a plus</li><li>Proven track record, over several years, in conceptualizing, planning, leading, and developing data science models; project work in medical cost prediction is a plus</li><li>Expert in training regression and classification models using typical ML algorithms (LLM is a plus), creating model documentation, and explaining model output (such as features and performance) to non-technical audiences (Consulting experience is a plus)</li><li>Demonstrated experience working with healthcare data, including claims with its various codes such as ICD-10 and CPT, is preferred</li><li>Knowledgeable about machine learning, causal inference, and statistics (familiarity with advanced public health, health benefit design and real-world evidence discovery studies is a big plus)</li><li>Proficient in SQL and Python with an ability to design, train, and code up machine learning and statistical models (experience with Sagemaker, Snowflake is a plus)</li><li>Committed to continuous learning and able to pick up new knowledge quickly</li></ul>Experience with the full stack of data science:<ul><li>Data extraction, cleaning, and preparation</li><li>Feature extraction</li><li>Algorithm development</li><li>Model training and evaluation</li><li>Putting applications into production</li></ul>How Your Work Impacts the OrganizationData Scientists in Fidelity Workplace Investments use sophisticated machine learning and optimization to deliver personalized experiences to our customers. Your work will help participants learn how to plan for their healthcare needs and financial future and prepare for impending life changes.The TeamFidelity’s growing healthcare business services employees of our clients with offerings such as a benefits administration platform for selecting and managing their benefits and a health savings account product for saving for medical expenses. Analytics permeates many aspects of the business to better the customer experience, from recommendations during open enrollment to streamlining backend operations. We deliver both internal digital tools and customer facing applications by leveraging a diverse set of healthcare and benefit related data sources. We employ a full spectrum of data science techniques - statistical analyses from epidemiology, predictive models from machine learning, and LLM are all part of the mix. We push the envelope of what’s possible with advanced analytics to help people select, manage, and navigate their healthcare benefits.Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.

Principal Data Scientist (Healthcare)

<h3>Job Description:</h3>Locations: Boston Area (MA, RI, CT, NH,) The RoleFidelity Labs is looking for a Director– SaaS Sales Executive to join a new startup. The startup’s focus is building innovative AI-driven SaaS technology for financial services. This role will be responsible for working closely with prospects and internal teams to manage a SaaS sales pipeline. Experience with successfully carrying a SaaS sales quota is a requirement. We are looking for candidates who can support a Northeast US territory.The Expertise and Skills You Bring<ul><li>High touch enterprise sales with experience driving all stages of deals (discovery calls to closing the deal).</li><li>Demonstrated experience beating sales quota. Variable compensation is based on meeting quota.</li><li>Experience scaling ARR revenue for start ups as a sales hunter.</li><li>Experience selling RegTech SaaS is preferred. Travel is required.</li><li>In-depth knowledge of the US Financial Services Compliance space with deep rolodex of senior compliance contacts is preferred.</li><li>Ability to represent the company at industry events as an expert.</li><li>Executing as a senior sales leader and closing deals by managing and growing the pipeline.</li><li>Working collaboratively with internal partners and relationship managers to source and cultivate new opportunities.</li><li>Experience utilizing a CRM (such as Hubspot) to manage sales cycles and provide accurate forecasts.</li><li>Experience managing strategic opportunities with medium to long term sales cycles.</li><li>Experience building a go-to-market strategy and corporate sales plan for new products.</li><li>You are self-driven and make things happen and show a strong desire to succeed.</li><li>You get deals done while you are client focused and passionate about delivering value for your clients.</li><li>You are a straight talking sales hunter and show integrity in all your client and non-client interactions.</li><li>Prior experience mentoring and influencing without authority is preferred. You thrive in a collaborative environment and can communicate effectively.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWe are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>.<h3>Certifications:</h3><h3>Category:</h3>SalesFidelity’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, SaaS Sales

<h3>Job Description:</h3>Financial AnalystThe RoleThis position sits within the Center of Enterprise Technology Analytics team primarily supporting Enterprise Technology Business Units (BUs). This role is highly analytical and requires an individual who can multi-task in a fast-paced and highly sophisticated organization. The ability to partner with Decision Support, IT Finance senior leaders, IT product management, Controller, and other finance organizations is a necessity.<ul><li>Validate and providing clear and concise evaluations, analysis, and financial models.</li><li>Developing financial analysis and reporting for BUs, month-end close processing, variance analysis and related business commentary.</li><li>Supporting ongoing/ad-hoc analysis and develop recommendations, including scenario analysis.</li><li>Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.</li><li>Be an integral and active participant in helping the team achieve goals and objectives</li></ul>The Skills and Expertise You Bring<ul><li>Bachelor’s degree in finance, Accounting, or Business with 2 to 3 years of related Finance experience.</li><li>Applicants must have outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams.</li><li>Business maturity and presence to optimally interact with senior management.</li><li>Proven excellent communication and interpersonal skills with confidence and ability to influence others across the company while building relationships.</li><li>Keen ability to envision the big picture while maintaining close attention to detail.</li><li>Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.</li><li>Synthesis of analysis and research into strategic insights and practical recommendations.</li><li>Solid knowledge of financial tools (Excel, PowerBI, TBM, Anaplan, PowerPoint) and financial modeling.</li><li>Your ability to manage deliverables independently and with a high degree of efficiency.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Financial Analyst is aligned to one, or more, business unit(s) and tasked with providing excellent finance support and analysis. The role is responsible for expense management, providing a broad range of financial analytics, reporting on and delivering financial reviews, and executing on financial controls in a matrix environment. In addition, this position plays a lead role in month-end close activities and telling the story to leadership.<h3>Certifications:</h3><h3>Category:</h3>FinanceFidelity’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 Analyst

<h3>Job Description:</h3>Director, Asset Management Compliance Center of Excellence, Alternative InvestmentsAsset Management Compliance (AMC) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.The RoleAs a Director in the AMC Initiatives Management Center of Excellence, Alternative Investments you will assess the impacts of new complex products, investment capabilities, and regulatory changes to the AMC operating model. You will build and lead implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity. The Center of Excellence Director will design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.In this role, you will lead a variety of initiatives with a focus on alternative products. You will build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners. The Expertise You Have<ul><li>Bachelor’s degree or equivalent</li><li>At least ten years financial services experience with a preference for a background in compliance, legal, investment support and/or regulatory experience.</li><li>At least three years in a role that focuses on alternative investment strategies, including private credit, long/short equity and credit, arbitrage, etc.</li><li>Working experience in non-traditional investment vehicles such as closed-end funds, REITs, private funds, etc.</li><li>Strong understanding of asset management laws and regulations, including investment companies, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments.</li><li>Experience and technical expertise with practices that pertain to the asset management industry, including investment processes, derivatives and other instrument types, disclosure practices, trading and allocation issues, fund treasury and accounting matters, transfer agent, distribution, and custodial practices.</li><li>An understanding of global compliance programs, including compliance policies and procedures, control frameworks, and risk assessments, with an approach to evaluate and recommend improvements.</li></ul>The Skills Your Bring<ul><li>Outstanding organizational skills, including leading project teams while also contributing individual work.</li><li>Excellent communication, presentation, and relationship management skills</li><li>Ability to connect with senior leaders and decision makers and influence desired outcomes</li><li>Excellent interpersonal skills and the ability to work collaboratively across functions.</li><li>Strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail</li><li>Proven ability to swiftly comprehend complex issues and regulatory requirements and provide clear and concise explanations in written and verbal communications.</li><li>Outstanding people and leadership skills</li></ul>The base salary range for this position is $103,000-$174,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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.<h3>Certifications:</h3><h3>Category:</h3>Compliance

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