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<h3>Job Description:</h3>Strategic Advisors Technology (SAT) is looking for an experienced Analyst to work on one of Fidelity’s key strategic programs. Gathers requirements for new features or enhancements for portfolio construction platform and uses Oracle SQL for data analysis. Coordinates and runs User Acceptance Testing (UAT) sessions. Collaborates with the technology and business teams to deliver high quality solutions for business problems. Contributes to systems enhancements, using analysis and product owner practices across a global team. Executes analysis for medium-sized projects. Documents requirements, creates specifications and makes design recommendations for medium-sized projects. The TeamAs a senior systems analyst on the team, you work in partnership with the Strategic Advisors business stakeholders, Squad team members, Product Area Leader to understand the product vision and challenges. From there, you’ll work with your technology counterparts to deliver innovative, cost effective, architecturally aligned, and timely solutions. By demonstrating and promoting Fidelity and Agile leadership principles, you sustain and evolve our innovative agile culture.Education and Experience: Bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Systems Analyst (or closely related occupation) performing complex analysis of software or cloud-based applications, using SQL, API, or Webservices (REST, JSON, or SOAP). Or, alternatively, Master’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and one (1) year of experience as a Senior Systems Analyst (or closely related occupation) performing complex analysis of software or cloud-based applications, using SQL, API, or Webservices (REST, JSON, or SOAP). Primary Responsibilities: <ul><li>Works with business partners and technology partners to identify, review, define, interpret, and clarify scope of work in terms of business and/or system requirements and processes. </li><li>Contributes to the analysis strategy for technology projects culminating in the creation of documentation to support project needs. </li><li>Recommends changes to existing systems design to achieve requirements and recommends designs for new systems based on requirements. </li><li>Documents objectives, use cases, requirements, and specifications. </li><li>Monitors documentation standards and best practices. </li><li>Recommends traceability improvements. </li><li>Establishes project plans for projects of moderate scope and works on multiple projects concurrently. </li><li>Works directly with the user community for project definition. </li><li>Communicates project plan information, objectives, and deliverables to the team. </li><li>Works on complex assignments and on multiple phases of a project. </li><li>Writes business cases for review. </li><li>Identifies and records risks, issues, dependencies, and assumptions in accordance with project standards. </li><li>Participates in the review and validation of Quality Assurance test plans to ensure requirements have been met.</li></ul>Skills and Knowledge: <ul><li>Candidate must also demonstrated expertise in the following:</li><li>Financial services industry knowledge and experience vital, investment management and/or wealth management domain knowledge a plus</li><li>Thrive in a global, team-based environment!</li><li>Excellent written and verbal communication skills with business and technical team members across the organization</li><li>Willingness to dive in and understand code for analysis and support purposes</li><li>Able to understand the technology and software architecture of an application</li><li>Ability to take sophisticated features and break them into stories with well-defined business value and acceptance criteria</li><li>Managing product backlogs by capturing key initiative requirements with internal and external dependencies identified and communicated through collaborative tools – JIRA, Microsoft Word, and SharePoint, Confluence</li><li>Proposing software solutions based on system and data analysis using SQL Developer, TOAD, Postman, Insomnia, or Python; and maximizing the throughput of self-organized teams using Scrum Methodology and Agile principles. </li><li>Managing stakeholders with defined roadmaps supported by Risk, Assumptions, Issues, and Dependencies insights by delivering status reports.</li><li>Performing functional and user acceptance testing of stories using SQL Developer, TOAD, Postman, Insomnia, Kafka - Offset Explorer, and Datadog for data validation and debugging, JIRA Align.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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 Systems Analyst

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The AIM (Analytics, Investment &amp; Marketing Enablement) team – a part of GCS Marketing– is the analytical engine that enables Global Commercial business portfolio of American Express. Accelerating growth momentum, increasing profitability, and powering up our value proposition are key objectives for this organization. It is the analytical engine that powers profitable business growth through consultative and innovative solutions across. The team enables GCS Marketing business by providing actionable insights to drive business strategy and growth. The Manager will be responsible for developing next gen decision science solutions for expense management through best-in-class algorithms and deep business understanding. The role will be responsible for optimizing the way we target our existing customers by defining eligibility &amp;&nbsp; propensity segmentation for EM &amp; ongoing enhancements enhancing commercial data attributes, build best-in-class decision science solutions for effective targeting of Expense Management acquisitions.&nbsp;How will you make an impact in this role?The roles and responsibilities of the position would include but not be limited to:<ul><li>Developing and enhancing statistical models and segmentations by utilizing the best-in-class ML modeling techniques</li><li>Developing the modeling solutions following the principles of model governance and controls established by the second and third line </li><li>Work closely with business partners for requirement gathering and delivering solutions</li><li>Research, develop, and present ideas and solutions to the multiple stakeholders</li></ul>Qualifications:<ul><li>Master’s degree in a quantitative field (e.g. Statistics, Engineering, Physics, Mathematics, Economics) or business field with 3+ years of work experience in similar decision science and/or analytics role with financial or related industry</li><li>Demonstrated ability to apply cutting edge statistical techniques to solve business problems </li><li>Ability to understand data, synthesize into real-world meaning, break down business problems, and conduct brainstorming</li><li>Good working knowledge of data mining techniques and open source machine learning algorithms</li><li>Strong programming skills in PySpark/Python/SQL</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.&nbsp;

American Express

Manager - Data Science

<h3>Job Description:</h3>Actuarial AssistantThe RoleBased in Boston, the Actuarial Assistant is a key member of Fidelity Investment Life Insurance (FILI) Company's growing product team. The Actuarial Assistant will help drive FILI’s innovative approach to Pricing and Product Development. The ideal candidate has experience with individual annuity and life insurance products and pricing, as well as technical proficiency. The candidate will assist on research initiatives and develop analysis to assess attractiveness of adding new products to FILI’s product roadmap. Other key roles include:<ul><li>Help manage our current suite of FILI products, including ongoing support for annuities and life insurance offerings</li><li>Support models and perform analysis to support the pricing of annuity and life insurance products</li><li>Help analyze potential reinsurance options on annuity and life insurance products</li><li>Support our continued product enhancements and pricing considerations on our Digital Term and Digital Annuity offerings</li><li>Work with the broader team and our internal distribution agency on building out product specifications</li><li>Utilize Microsoft Excel and other tools to develop pricing and projection models to help support the business</li><li>Collaborate with diverse teams across FIG and Fidelity to support variety of ad hoc insurance related projects</li><li>Clearly communicate results both in writing and in person to senior stakeholders.</li></ul>This role is part of FILI’s Actuarial Student Program – providing generous actuarial exam support and competitive exam raises.Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring<ul><li>3+ years of proven insurance experience.</li><li>Progress towards Fellowship in the Society of Actuaries (SOA)</li><li>Experience with individual life insurance and annuity products. Pricing and Product Development experience is a plus</li><li>Technical skills to build new models and/or expand or enhance existing models including model development, testing, controls and documentation</li><li>Critical reading and writing skills to help adhere to extensive regulatory rules related to insurance products</li><li>Proficient in Microsoft Excel and strong user of other Microsoft products</li><li>Prior experience working in Prophet or another modeling software package such as AXIS, MG-ALFA, and/or MoSes is a plus</li><li>Familiarity with Python, Visual Basic, SQL, or other programing languages is a plus</li><li>Strong communication skills, including the ability to help various stakeholders understand risks associated with insurance products and explain sophisticated topics to non-technical people at all organizational levels.</li><li>Ability to build and maintain positive relationships as you work collaboratively across teams.</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 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>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.

Actuarial Assistant

<h3>Job Description:</h3>The Role We are looking for a highly experienced and skilled technical candidate to join the retail and institutional brokerage audit team as Internal Audit Technology Director. In this role, you will be able to apply your deep technical expertise to deliver high quality audits as well as expand your knowledge of financial services, and coach junior team members. There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit. As an Internal Audit Technology Director, you will provide independent and objective audit services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>12+ years of experience in building complex technology solutions or independently leading complex information technology audits, with exposure in cloud security, containerization, cybersecurity, API, DevOps, secure software development, application security, databases, and operating systems. </li></ul><ul><li>Experience working with and understanding the needs of clients. </li></ul><ul><li>Cloud computing (AWS) related advanced-level certifications preferred (AWS Solutions Architect/ AWS Security Specialty). </li></ul><ul><li>Professional Audit or Information Security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Knowledge of financial services and/or relevant technologies supporting financial services operations (e.g. brokerage, regulatory transfer agency, financial statements etc.) preferred. </li></ul><ul><li>Expert knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of artificial intelligence, machine learning, LLM, data science and Robotic Process Automation (RPA) tools. </li></ul><ul><li>Hands-on skills with various Programming/Scripting Languages (Python, PowerShell, Java, etc.), audit testing tools, and automation. </li></ul><ul><li>Deep technical problem solving and data analytical skills. </li></ul>The Team As an IT Audit Director, you will be responsible for leading complex technology and/or integrated audits independently, evaluating risks (e.g., technology, financial, reputational, and regulatory), developing hypotheses around related controls, providing input to the development of the integrated audit plan, presenting issues and findings to management, devising solutions for business improvements, and following-up on corrective actions. You will need to work effectively to: <ul><li>Facilitate/ assist with risk assessments, audit plan creation </li></ul><ul><li>Provide technical expertise on audit scoping and lead execution of multiple concurrent IT audits, including reviews of cyber security, existing production applications, systems currently being developed, technology infrastructure and specialized or emerging technologies. </li></ul><ul><li>Coach junior members of the team on technology. Work with middle to senior management within a business or function to facilitate the identification and resolution of complex risks (both business and technological) and to provide advice to management regarding mitigation of these risks. </li></ul><ul><li>Lead the assessment of the controls over application processes, physical and logical security; systems acquisition and development; system and network infrastructure; system architecture; computer operations; and production support. </li></ul><ul><li>Engage with the team to offer feedback on work-in-progress, clarify requirements and answer questions, while motivating and influencing team, and being a voice for its members </li></ul><ul><li>Develop data analysis and apply innovative automated tools to provide management with proper context of potential exposure and loss of business due to control weaknesses. </li></ul><ul><li>Develop an ongoing trusted advisor relationship with audit clients and Internal Audit business unit colleagues to ensure timely and consistent advice. </li></ul><ul><li>Travel (10% annually) to perform audits, and to attend training or corporate events. </li></ul>The base salary range for this position is $103,000-$218,000 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>Audit

Internal Audit Technology Director

<h4>At Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process.We want you to know that we encourage you to apply if this job excites you, even if you don’t meet 100% of the requirements. You may just be the right candidate for this role, or another role and make your mark at Mill Creek.</h4>Mill Creek Residential (“MCR”) is seeking a candidate for the Real Estate Investment Associate position to be located in our Dallas office. This position will report to the Director of Real Estate Finance and will be responsible for a variety of activities including but not limited to: financial modeling; project underwriting and analysis; market research; and legal document review and interpretation. This position will have regular interaction with Mill Creek’s Joint Venture Finance, Development, Acquisitions, Portfolio Management, and Asset Management teams including responding to financial model guidance requests, providing analysis on existing and proposed investment opportunities, communicating recommendations and sensitivities, ensuring underwriting consistency and synchronization, and delivering standardized templates and materials. A proactive and adaptive attitude is required for this highly visible role.Essential Functions<ul><li>Manage, provide guidance for, and modify the standardized MCR investment modeling templates</li><li>Support the Development and Acquisition teams with underwriting practices and unique underwriting techniques for specific projects</li><li>Provide investment modeling support throughout entire life cycle of project</li><li>Support the Portfolio Management team with fund-specific pro forma modifications and analyses</li><li>Review and evaluate investor and lender term sheets and implement venture parameters within project proformas</li><li>Prepare and review sensitivity analyses based on rent growth, cap rate trending, delivery delays, and interest rates</li><li>Create, modify, and analyze supporting project underwriting analyses and models</li><li>Review deal memos and ensure pro forma models accurately reflect the deal memo highlights</li><li>Understand, create, and update joint venture waterfall structures/return projections</li><li>Collect data, prepare, and communicate the market research dashboard</li><li>Coordinate with development teams to complete and communicate the standardized investment balanced scorecards to the Investment Committee for each development while managing updates to the scorecard template</li><li>Special projects and all other duties as assigned</li></ul>Required Experience and Minimum Qualifications<ul><li>Minimum of 3-5 years of experience in real estate finance, investment analysis, or a related field, in a multifamily development and/or acquisition business model.</li></ul>Bachelor’s degree in mathematics, finance, accounting, real estate or similar degree preferred<ul><li>Advanced proficiency in Microsoft Excel; including modeling skills such as VBA/Macro coding</li><li>VBA/Macro coding skills</li><li>Experience with the use of Vena Solutions preferred</li><li>Understanding of and ability to analyze pro forma models and JV waterfall structures</li><li>Ability to learn and navigate various software applications</li><li>Multifamily real estate experience</li><li>Strong written and oral communication skills</li><li>Ability to lead projects and coordinate multiple teams to complete assignments</li></ul>Certifications (Optional but preferred):<ul><li>CFA–Chartered Financial Analyst (or aspiring candidate)</li><li>Other relevant corporate finance and/or real estate professional certifications (e.g., CFI-FMVA, REFM).</li></ul>Mill Creek is an Equal Opportunity Employer<h4>Are you ready to contribute to the success of Mill Creek Residential?&nbsp; If so, apply today and become part of an organization that believes in uncompromising integrity, celebrating successes, continuous improvement, and working hard, smart and together!</h4>

Mill Creek Residential

Real Estate Investment Associate

<h3>Job Description:</h3><h3>The Role</h3>This position sits within the Center of Enterprise Technology Analytics team primarily supporting Fidelity 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.The Financial Analyst is aligned with a few BUs and tasked with providing excellent finance support and analysis to the BUs. The role is responsible for providing a broad range of financial analytics and reporting of revenue and expense trends, and execute financial controls. In addition, this position plays a lead role in month-end close activities and providing monthly financial reviews with variance commentary to leadership.<h3>The Expertise and Skills You Bring</h3><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 are a must.</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, PowerPoint) and financial modeling.</li><li>Your ability to manage deliverables independently and with a high degree of efficiency.</li><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>Reviewing junior level analysts work for your assigned BUs.</li><li>Coaching and develop junior level analysts.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Center of Enterprise Technology Analytics team provides operational and financial support to Fidelity’s Enterprise Technology organization. As a finance function, our mission is to drive outstanding business performance and maximize the long-term value of the firm.<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>Vice President, Family ConsultantThe RoleThe Fidelity Center for Family Engagement (FCFE) transforms the family-advisor partnership to move beyond the individual client experience to the family. We envision a world where families grow closer together as they navigate their financial lives. Our mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. This role will carry out our mission with a family facing expertise in partnership with the advisor community.The Expertise and Skills You Bring<ul><li>Experienced practitioner in consulting, coaching, and advising families of wealth, family businesses, and or family offices – 5+ years.</li><li>Practice knowledge of family engagement and conversation strategies with experience in facilitating family meetings and intra-family conversations.</li><li>Subject matter expertise in areas such as family systems theory, family psychology, family business frameworks, behavioral finance, financial therapy, leadership theories, or similar fields.</li><li>Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context.</li><li>Demonstrated success in facilitating and teaching larger groups and applying new content to generate individual and family change outcomes.</li><li>Applied research capabilities, including reading and synthesizing primary and secondary research, partnering to build interview-based cases, and using data to frame a problem or conversation.</li><li>An interest in innovative thinking, novel learning theories, developing new applications of content, program development, and strategies for expanding business scope and impact.</li><li>Degrees such as a master’s in psychology, MBA, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification are preferred.</li><li>To facilitate family conversations and deepen the advisor’s relationship in the family wealth system, including increased engagement with spouses and next generation family members.</li><li>To focus on the client’s family and wealth transitions with a commitment to the client’s longer-term financial well-being and the firm’s generational relationship through time.</li><li>To extend and deepen the firms' relationships in high net worth (HNW) and ultra-high-net-worth (UHNW) families through a more systemic and conversational approach to planning.</li><li>To be a process consultant and coach to the advisor community to build their family engagement and process facilitation capabilities with family clients.</li><li>To offer clients and their advisors an objective family-focused point of view on the client’s present circumstances pertaining to their wealth, transition of their wealth, family relationships, and future decision-making that will impact the larger family wealth system. </li><li>To track and measure engagement outcomes against Fidelity’s client-based outcomes to communicate the type of value offered to Fidelity’s HNW families. </li><li>To be a leader on the FCFE team for all their relationship-based skills frameworks and programs in the family-facing space.</li><li>To be part of a team that offers a differentiating family engagement capability to the firm, including providing one-to-one and one-to-many coaching, creating a replicable family meeting and engagement process, and delivering end client events.</li><li>To build your own SME capabilities to extend and evolve FCFE content and delivery and be a co-creation partner with business partners in the larger organization.</li><li>Experience in engaging with High Net Worth/Ultra High Net Worth end-clients and families in an individual and collective family context.</li><li>Passion for driving holistic family wealth transition and estate planning outcomes while creating closeness in the family.</li><li>Superior facilitation, consultative, and presentation skills to individuals, family meetings, and larger-scale events and workshops.</li><li>Experience in adult training, leadership frameworks, process consultation, and coaching models. </li><li>Sophisticated thinking and facilitation skills for communicating complex concepts to get change in the family system.</li><li>Ability to learn, integrate, and deliver new content quickly, and to adapt it to different family situations and business requirements.</li><li>Understanding of business priorities, competitive environments, and how your work translates into FCFE and business outcomes. </li><li>Proven ability to drive initiatives and coordinate effectively across a highly matrixed organization with peers and senior leaders.</li><li>Experience in co-leading projects and co-creating facilitation and learning approaches to meet shared outcomes and objectives. </li><li>Expertise with malleability around developing content, training programs, pedagogical design, and facilitation strategies.</li><li>Travel expected 25% of the time</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team: The Fidelity Center for Family Engagement (FCFE) transforms the family-advisor partnership to move beyond the individual client experience to the family. We envision a world where families grow closer together as they navigate their financial lives. Our mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. This role will carry out our mission with a family facing expertise in partnership with the advisor community.<h3>Certifications:</h3><h3>Category:</h3>Program/Project 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.

Vice President, Family Consultant

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to uncover insights that drive business strategy and success? If yes, we want you to join our upbeat and hardworking team, empowering digital customer experience and product development business partners with strategic insights to enable objective, data-driven decisions. The actionable insights you deliver will inform Fidelity’s digital initiatives and strategy and make a real-world difference for Fidelity’s 40 million individual investors.The Expertise and Skills You Bring<ul><li>10+ years of proven experience influencing strategic business decision-making and digital product design through digital analytics and insights</li><li>Proven track record presenting to senior executives—delivering actionable insights through data and presenting sophisticated analyses in a simple, clear, and meaningful way</li><li>Highly skilled with digital analytics tools (e.g., Adobe Analytics, Contentsquare), database querying (e.g., SQL, Snowflake), and data visualization (e.g., Tableau, OpenSearch)</li><li>Experience synthesizing data and insights from disparate sources (e.g., customer attributes and behaviors, digital interactions, transactional activity, and business financials) to generate a deep understanding of customer needs and digital behavioral patterns</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies for digital products </li><li>Driving a culture of experimentation (including hypothesis generation, testing strategy / design, and test implementation) to personalize and optimize the client experience</li><li>MBA or an MS degree in a quantitative / technical field such as Engineering, Economics, Statistics a plus</li></ul>The TeamWe are looking for an accomplished, collaborative, and creative analytics professional to join the Advanced Analytics and Customer Insights team, supporting Fidelity’s Digital Channels. Your subject matter expertise in analytics will play a critical role in optimizing a personalized digital experience for Fidelity’s clients.<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.

Director, Advanced Data Analytics and Insights

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The AIM (Analytics,Investment &amp; Marketing Enablement) team – a part of GCS Marketing– is the analytical engine that enables Global Commercial business portfolio of American Express. Accelerating growth momentum, increasing profitability, and powering up our value proposition are key objectives for this organization. It is the analytical engine that powers profitable business growth through consultative and innovative solutions across. The team enables GCS Marketing business by providing actionable insights to drive business strategy and growth. The Manager will be responsible for executing&nbsp; monthly/quarterly campaigns, partner management &amp; leadership updates. They will be responsible for a wide range of run the business and strategic initiatives aimed at driving profitable growth through Expense Management acquisitions. The ideal candidate is able to drive strategic decision making and execute new strategies via advanced analytics, disciplined test &amp; learn experiments, and effective partnership. The position is part of a highly collaborative environment, and the Manager will partner closely with Marketing and Sales teams based primarily in New York.How will you make an impact in this role?The roles and responsibilities of the position would include but not be limited to:<ul><li>Build and maintain strong relationships with key partners in Marketing and Sales to understand business objectives/challenges and provide forecasting and solutions</li><li>Partner with numerous teams in AIM, Marketing, Sales, modelling, Finance and act as a liaison to drive innovation and identify areas of opportunity</li><li>Develop actionable data-driven insights through a deep understanding of commercial business, how expense management fits into it and its data</li><li>Understand the cardmember value framework for Expense Management and independently drive enhancements and optimizations on the same</li><li>Independently manage cross-collaboration among marketing, sales, finance, capabilities and modeling teams to ensure targeting strategies are appropriately incorporated and deployed/tracked in a timely manner</li><li>Drive leadership discussions on updates on modelling, marketing strategies &amp; risk&nbsp;</li></ul>Minimum Qualifications:<ul><li>Excellent communication and interpersonal skills, and ability to build and retain strong working relationships</li><li>Ability to interact effectively and deliver compelling messages to business leaders across various band levels</li><li>Demonstrated ability to work independently and across a matrix organization partnering with cross-functional teams and external vendors to deliver solutions at top speed</li><li>Demonstrated ability / proven track record of striking balance between thought leadership and converting business needs into analytical plans</li><li>Strong analytical/conceptual thinking acumen to solve business problems and articulate key findings to senior leaders/stakeholders in a succinct and concise manner</li><li>Ability to project-manage effectively and manage several concurrent projects through collaboration across teams.</li></ul>Preferred Qualifications:<ul><li>Expertise in PySpark/Python/SQL is preferred.&nbsp;</li><li>Master’s degree in a quantitative field (e.g. Statistics, Engineering, Physics, Mathematics, Economics) or business field preferred.</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.&nbsp;

Manager-Data Science

<h4>Introduction</h4> The State of Connecticut, Secretary of the State (SOTS) is currently seeking two (2) meticulous and accountable individuals to play a critical role in the efficient functioning of the Legislation and Election Administration division as State Program Managers. Join our team and embark on a rewarding career that offers growth, superlative benefits, and a culture that encourages work/life balance.&nbsp; WHAT WE CAN OFFER YOU <ul><li>Join a Forbes-recognized company! Connecticut is proud to be featured on America’s Best Employers by State and Best Employers for New Grads in 2024.</li><li>Comprehensive health and dental insurance, providing you with peace of mind and access to quality healthcare.</li><li>Robust pension plan and supplemental retirement offerings to secure your financial future.</li><li>Generous paid time off, including vacation days, sick leave, personal days, and 13 holidays per calendar year.</li><li>We are an eligible Public Service Loan Forgiveness employer, which means you may be eligible to have qualifying student loans forgiven after 10 years of service.</li><li>A culture that recognizes the importance of work/life balance and offers alternate work schedules and telecommuting options.</li><li>Opportunities to invest in your professional growth and development with training programs, tuition reimbursement, and opportunities for advancement within the State of Connecticut.</li><li>Connecticut is a strong community with a lot to offer in entertainment, food and shopping, recreation in our beautiful state parks and forests, diverse culture, and rich history. Learn more about all Connecticut has to offer.</li></ul> POSITION HIGHLIGHTS <ul><li>Full-Time, 40 hours per week</li><li>Monday through Friday</li><li>Location: Hartford, CT</li><li>Hybrid (office/telework) may be available</li></ul> THIS JOB IS FOR YOU IF <ul><li>You’re dedicated to the administration of federal, state, and local elections, and the implementation of election procedures, practices, and new legislation.</li><li>You have experience in project/program management.</li><li>You’re passionate about implementing new programs, procedures, and practices from conception through legislation, election day, and beyond.</li><li>You’re comfortable handling difficult situations with a high level of professionalism and can reach diverse populations.</li><li>You’re a strong communicator and figurehead, able to represent the agency and its interests and goals to various populations.</li><li>You value providing prompt quality service and improving access to information.</li><li>You have a passion for promoting participation in the democratic process by providing a wide range of services for the people of Connecticut.</li><li>You want to do work that matters and want to build a better Connecticut with the Office of the Secretary of the State.</li></ul> DISCOVER THE OPPORTUNITY TO <ul><li>Implement new programs and improve existing programs related to federal and state election laws, regulations, and procedures;</li><li>Administer all aspects of elections and election law for the State of Connecticut;</li><li>Advise local officials and other state agencies on the proper conduct of elections and compliance with election laws;&nbsp;</li><li>Offer advice internally on potential new legislation regarding elections including compliance with federal law;&nbsp;</li><li>Manage statewide implementation of election systems and equipment required by federal law and associated training programs;</li><li>Work closely with the Division Director and Assistant Division Director to implement election policy.</li></ul> ABOUT US Through the dedication of knowledgeable staff and advanced technology, the Office of the Secretary of the State works as a team to provide a wide range of services for the people and businesses of Connecticut. We are a repository of records for the State and provide important information and resources regarding business and commercial filings, elections, and authentication as prescribed by the constitution, and federal and state laws. We seek to bolster business development opportunities, and foster a more inclusive political process by educating, informing and engaging communities in youth and civic preparation. The Legislation and Election Administration Division (LEAD) administers, interprets and implements all state and federal laws pertaining to elections, primaries, nominating procedures, and the acquisition and exercise of voting rights. The Division encourages and monitors the implementation of the National Voter Registration Act and other voter registration efforts in Connecticut. In addition, the division is the official keeper of all acts, orders, grants and resolutions of the General Assembly, receives and maintains legislation, regulations and a wide range of other public documents as required by statute, and administers Connecticut’s notary public program. <h4>Selection Plan</h4> Check out our Applicant Tips on How to Apply! Need more resources? Visit our Applicant Reference Library for additional support throughout the recruitment process.&nbsp; BEFORE YOU APPLY <ul><li>Meet Minimum Qualifications: Ensure you meet the Minimum Qualifications listed on the job opening by the job closing date. You must specify your qualifications on your application. The minimum experience and training requirements listed must be met by the close date on the job opening, unless otherwise specified.&nbsp;&nbsp;</li><li>Educational Credits: List your earned credits and degrees from accredited institutions accurately on your application. To receive educational credits towards qualification, the institution must be accredited. If the institution of higher learning is located outside of the U.S., you are responsible for providing documentation from a recognized USA accrediting service which specializes in determining foreign education equivalencies to the contact listed below by the closing date listed on the job posting.&nbsp;</li><li>Resume Policy: Per Public Act 21-69, resumes are not accepted during the initial application process. As the recruitment process progresses, candidates may be required to submit additional documentation to support their qualification(s) for this position. This documentation may include: a cover letter, resume, transcripts, diplomas, performance reviews, attendance records, supervisory references, licensure, etc., at the request and discretion of the hiring agency.&nbsp;</li><li>Preferred Shift/Location: Select all location(s) and shift(s) you are willing to work on your application. Failure to do so may result in not being considered for vacancies in that specific location or shift.&nbsp;</li><li>Timely Submission: All application materials must be received by the job posting deadline. You will be unable to make revisions once you officially submit your application to the State.&nbsp; Late submissions are rarely accepted, with exceptions only for documented events that incapacitate individuals during the entire duration of the job posting. Request exceptions by emailing <a href="mailto:DAS.SHRM@ct.gov" target="_blank">DAS.SHRM@ct.gov</a>.</li><li>Salary Calculations: For current state employees, salary calculations are not necessarily comparable from one of the three branches of state government (i.e., Executive, Legislative, Judicial) to the other.&nbsp;</li><li>Note: The only way to apply to this posting is via the ‘Apply’ or ‘Apply Online’ buttons on the official State of Connecticut Online Employment Center job posting.&nbsp;</li></ul> AFTER YOU APPLY <ul><li>Referral Questions: This posting may require completion of additional Referral Questions (RQs), which must be completed by the questionnaire’s expiration date. If requested, RQs can be accessed via an email sent to you after the job close date or by visiting your JobAps Personal Status Board (Certification Questionnaires section).&nbsp; &nbsp;</li><li>Prepare For An Interview: Interviews are limited to those whose experience and training are most aligned with the role. To prepare, review this Interview Preparation Guide to make the best impression!&nbsp;</li><li>Stay connected! Log in daily to your JobAps Personal Status Board to track your status and check email (including spam/junk folders) for updates and tasks.&nbsp;&nbsp;</li><li>The immediate vacancy is listed above, but your application may be considered for future vacancies in this job class.</li><li>Note: This position will be filled in accordance with contractual language, reemployment, SEBAC, transfer, promotion and merit employment rules. Candidates who are offered and accept a position with the State of Connecticut are bound by the State Code of Ethics for Public Officials and State employees, available at <a href="http://www.ct.gov/ethics.&amp;nbsp" target="_blank">www.ct.gov/ethics.&amp;nbsp</a>;</li></ul> CONNECT WITH US <ul><li>Due to high volume, we are unable to confirm receipt or provide status updates directly. For recruitment updates, please check your Personal Status Board and review our Frequently Asked Questions.&nbsp;</li><li>If you have any questions about this recruitment, please contact Emily Kennedy at <a href="mailto:Emily.Kennedy@ct.gov" target="_blank">Emily.Kennedy@ct.gov</a>.&nbsp;&nbsp;</li><li>Follow the State of Connecticut on LinkedIn to stay updated on our career opportunities and news.</li></ul> <h4>PURPOSE OF JOB CLASS (NATURE OF WORK)</h4> In a&nbsp;state agency this class is accountable for planning, organizing and directing an agency program and/or project or directing the development and administration of programs within a division.&nbsp;&nbsp; <h4>SUPERVISION RECEIVED</h4> Receives administrative direction from an administrative official of higher grade.&nbsp;&nbsp; <h4>SUPERVISION EXERCISED</h4> Directs&nbsp;staff as assigned. <h4>EXAMPLES OF DUTIES</h4> <ul><li>Directs staff and/or operations of an agency program and/or project or division;&nbsp;</li><li>Coordinates, plans and manages program and/or project activities;</li><li>Formulates goals and objectives;&nbsp;</li><li>Develops or assists in development of related policy;</li><li>Interprets and administers pertinent laws;&nbsp;</li><li>Provides input or evaluates staff;&nbsp;</li><li>Prepares or assists in preparation of budget;&nbsp;</li><li>Maintains contact with individuals within and outside of agency who might impact on program and/or project activities;</li><li>Serves on committees and/or task forces as required;&nbsp;</li><li>Speaks before professional and lay groups on subjects related to the agency mission;&nbsp;</li><li>Leads the recruitment and hiring of staff, including outreach, interview and selection;</li><li>Performs related duties as required.&nbsp;&nbsp;</li></ul> <h4>KNOWLEDGE, SKILL AND ABILITY</h4> <ul><li>Considerable knowledge of <ul><li>and ability to apply management principles and practices;</li><li>relevant state and federal laws, statutes and regulations;</li><li>project management;&nbsp;</li><li>principles and practices of business and public administration with emphasis on effective organization, administration and management&nbsp;</li></ul></li><li>Considerable <ul><li>interpersonal skills;&nbsp;</li><li>oral and written communication skills;</li></ul></li><li>Considerable ability to analyze organizational problems and determine effective solutions.</li></ul> <h4>MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE</h4> Nine (9) years of professional experience. <h4>MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE</h4> One (1) year of the General Experience must have been in the specific area of assignment. <h4>MINIMUM QUALIFICATIONS - SUBSTITUTIONS ALLOWED</h4> <ul><li>College training may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (1/2) year of experience to a maximum of four (4) years for a Bachelor's degree.</li><li>A Master's degree in business administration, public administration or a closely related field&nbsp;may be substituted for one (1) additional year of the General Experience.</li><li>Department of Labor: Two (2) years of experience as an Apprenticeship and Training Program Manager may be substituted for the General and Special Experience.&nbsp;&nbsp; &nbsp;</li></ul> <h4>PREFERRED QUALIFICATIONS</h4> <ul><li>Experience designing, developing, and drafting practices, procedures, and regulations.</li><li>Experience implementing and/or applying regulations and laws governing federal, state and municipal election activities.</li><li>Experience in elections administration roles, including handling confidential information with discretion, confidentiality, and a high level of professionalism.</li><li>Experience evaluating and designing election systems, including election equipment, systems, and security.</li><li>Experience managing and maintaining priorities and tasks with attention to detail in a deadline-driven, high-pressure, and variable work environment.</li><li>Experience facilitating training for large groups of people on elections-related topics.</li><li>Experience in program/project management related to elections and election laws/administration.</li><li>Experience with one or more project management software packages.</li><li>Experience with Microsoft Office Suite software to carry out the general administration of work and Microsoft Excel to prepare spreadsheets, manage data, execute formulas, and formatting.</li></ul> <h4>Conclusion</h4> AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER The State of Connecticut is an equal opportunity/affirmative action employer and does not discriminate based on race, religion, disability, age, ethnicity, national origin, sex, gender, LGBTQ identification, family status, or military status. Women, people of color, veterans, persons with disabilities and other members of traditionally underrepresented communities are strongly encouraged to apply. <h4>ACKNOWLEDGEMENT</h4> As defined by Sec. 5-196 of the Connecticut General Statutes, a job class is a position or group of positions that share general characteristics and are categorized under a single title for administrative purposes.&nbsp; As such, a job class is not meant to be all-inclusive of every task and/or responsibility.

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