field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3>The Role Join our team of Entry Level Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Entry Level Customer Service Representative- Merrimack, NH

<h3>Job Description:</h3>The Role Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Customer Service Representative- Smithfield, RI

<h3>Job Description:</h3>The RoleWe are seeking a Quantitative Crypto Analyst to join the Fidelity Digital Asset Management business and report directly to the Head of Investments. This team of multi-disciplinary research analysts will be focused on developing frameworks for the evaluation of tokens, and the associated blockchain and protocols, that form the basis of the rapidly evolving blockchain economy. The Analyst will initially be a hybrid role focusing on both building our research coverage universe and constructing strategies.One of the primary objectives of this team is to bring the rigor and discipline found in the best investment research teams in traditional asset management to the world of digital assets. Members of this team must have a track record of conducting high quality hands-on investment-oriented research coupled with a demonstrated knowledge of crypto and ability to apply critical thinking to evaluating utility of blockchain networks and associated protocols. The Research team’s output will enable the development of passive and active investment products that allow Fidelity’s customers to gain exposure to growth in this exciting new asset class.The Value You DeliverThe Quantitative Crypto Analyst will have three main deliverables:<ul><li>Fundamental analysis and tools: Crafting “investment memos” covering technical characteristics, security, and value-accrual. Monitoring previous reviews and building tools to assess utility and risk.</li><li>Decision tools and models: Creating quantitative tools for assessing trading and liquidity profiles of the various cryptocurrencies and tokens to inform market positioning and risk. </li><li>trategy development: Using data organization above, developing systematic approaches to portfolio construction, risk management and trading. </li></ul>Education and Experience<ul><li>5+ years of relevant work experience in an investment research function, with some direct experience in crypto research</li><li>Strong background in quantitative research, including programming, time series modeling, optimizations, and machine learning</li><li>Experience with portfolio construction for an asset manager a plus</li><li>Advanced degree in Engineering, Statistics, Applied Mathematics, Physics, Computer Science, or a closely related field is encouraged. </li></ul>The Skills You Bring<ul><li>Strong hands-on research capabilities and an ability to communicate research to a broad audience</li><li>Experience reading from or deploying EVM smart contracts </li><li>Ability to engage with multiple investment and technology teams to establish a collaborative and interdisciplinary approach to crypto and token research</li><li>Familiarity with modern technology and programming platforms. E.g., Python, SQL and cloud-oriented data technology (AWS, Azure, S3, Snowflake)</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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><h3>Category:</h3>Investment Professionals

Quantitative Crypto Analyst

<h3>Job Description:</h3><h3>The Role</h3>Are you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.<ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.</li></ul><h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s degree preferred.</li><li>This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>This position requires some travel.</li><li>The ability to understand and work with payroll software programs.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Defined Contribution Conversion Lead

<h3>Job Description:</h3>Director of Architecture, DC Product Platforms We’re looking for a strategic and collaborative leader to partner with our business and engineering teams to evolve and improve our recordkeeping ecosystem – ensuring regulatory compliance, risk mitigation and platform stability. In this leadership role you will champion innovation in Software Architecture, drive standardization, and deliver technology solutions. You will help craft the product roadmap in alignment with business goals. Additionally, you will collaborate with other Architects to formulate strategy and lead all aspects of the design, implement and deployment of end-to-end solutions. The Expertise and Skills You Bring <ul><li>10+ years of industry experience in architecting distributed systems and applications. </li></ul><ul><li>3+ years of Azure and/or AWS experience. AWS and/or Azure certification also a plus </li></ul><ul><li>Demonstrable ability to analyze business direction and problems, understand long term vision and risk in developing strategic technical solutions. </li></ul><ul><li>Authoritative knowledge of APIs, microservices architecture, infrastructure, data architecture, security, and new technologies with clear expertise in one or more of these areas. </li></ul><ul><li>Working knowledge of technical architecture (operational excellence, security, reliability, performance efficiency, cost optimization) </li></ul><ul><li>Authoritative understanding of the agile development process and DevOps practices. </li></ul><ul><li>Background with multiple enterprise technologies </li></ul><ul><li>Collaborating with peer architects seeing opportunities to refactor business processes, improve customer experience or perform capability rationalization. </li></ul><ul><li>Ability to work both independently and with various levels of the organization, including technical and non-technical team members. </li></ul><ul><li>Ensure technology decisions align with enterprise standards and strategy. </li></ul><ul><li>Strong presentation, documentation, communication and influencing skills for working with less-technical business partners as well as technologists in IT leadership and implementation teams. </li></ul><ul><li>Experience in networking across business units and outside the companies to optimize new reusable processes, patterns, and practices. </li></ul><ul><li>Willingness to experiment, innovate and seek resources to learn, grow and find solutions. </li></ul><ul><li>Understanding of mainframe technology desired but not needed </li></ul><ul><li>Mainframe modernization experience desirable. </li></ul><ul><li>Financial industry / Benefit administration industry experience is a plus. </li></ul>The Team Fidelity Workplace Investing (WI) provides benefits to Fidelity customers, employers and their employees, in a growing set of areas - Defined Contribution, Benefits Outsourcing &amp; Payroll, Investment Products &amp; Consulting and Defined Benefits. As part of the WI Technology Architecture team, you will be key player in helping move us forward into our digital future and digital transformation of our business. As an Architect within Fidelity Investments Workplace Investing (WI), you are responsible for establishing the strategic direction, setting standards and choosing technologies across WI. You will work closely with business partners and technology teams to understand business objectives and help define appropriate architecture direction for them. By working closely with Solution Architects and Agile teams, you will assess and ensure how proposed solutions to specific initiatives align with broader WI goals and strategies. <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.

Platform Domain Solution Architect

<h3>Job Description:</h3>The RoleAre you a hands-on technology leader with deep expertise in Adobe Sites and Adobe Assets, particularly in the financial sector? Do you have a passion for building and leading high-performing engineering teams to deliver impactful content management capabilities at scale? If you thrive in a collaborative environment and want to shape the future of content management at Fidelity Investments, this opportunity in our Customer Data and Marketing Technologies (CDMT) team within the Wealth and Brokerage Business Unit may be the right fit for you!We are seeking an Engineering Leader to drive the development and execution of our Adobe Enterprise Content Management Platform, a real-time, cloud-hosted content platform that plays a crucial role in delivering exceptional customer experiences. In this role, you will bring technical expertise, strategic vision, and leadership skills to align engineering efforts with business goals while fostering a culture of innovation and continuous improvement.The Value You DeliverStrategic Engineering Leadership• Provide technical expertise, thought leadership, and consulting across Product Management, Enterprise Architecture, and Engineering teams within multiple business units.• Design scalable, reusable, and simplified solutions, avoiding unnecessary customizations.• Serve as a domain expert on Adobe Sites (Content Management System) and Adobe Assets (Digital Asset Management), staying informed on industry advancements and best practices.• Develop robust integration strategies for Adobe Sites/Assets, ensuring seamless connectivity with services inside and outside the CMS, both in headless and traditional architectures.• Lead large-scale content migrations from various CMS platforms into Adobe Sites, leveraging automation and best practices to ensure smooth transitions as measured by Net Promoter Scores from our stakeholders.• Take a data-driven approach to understanding customer needs and shaping content management solutions.• Collaborate with product owners and squad leaders across business units to prioritize technical efforts and provide expert recommendations on product features and capabilities.• Partner with Architecture and Platform Engineering teams to define and align technical direction with enterprise technology strategies.• Ensure solutions meet security, scalability, high availability, and compliance requirements, leveraging cloud-native platforms and best practices.• Promote creative problem-solving and foster an environment where engineers can explore innovative solutions to complex challenges.Engaging People Leadership• Establish and communicate a clear vision, roadmap, and expectations for achieving engineering excellence within the team.• Attract, hire, and retain top engineering talent while fostering a diverse and inclusive workplace.• Conduct talent reviews, performance evaluations, and career development planning to support the growth of engineers.• Work closely with senior leadership to align workforce planning with business priorities, ensuring the right expertise is available at the right time.The Expertise and Skills You Bring• 6+ years of experience in Web Content Management, specifically with Adobe Sites Experience Cloud Service.• Hands-on expertise with AEM development in AEM-Sites and AEM-Assets, such as, components, templates, sling models, OSGi services, content fragment models, experience fragments and workflow.• Hands-on expertise with configuring and optimizing AEM Dispatcher for caching, security and performance and able to troubleshoot Dispatcher related issues. Knowledge in AEM Dispatcher rules, rewrite rules and load balancing techniques.• Hands-on expertise with AEM Cloud Deployment Processes and setting up and managing AEM instances on Cloud Manager.• Experience with Headless CMS implementations and AEM Content Fragments.• Strong working knowledge to be able to guide the engineering team on CI/CD tools (Jenkins on Cloud, Kubernetes, Argo CD, DataDog/Splunk, Selenium, Git, Maven). Hands-on expertise on Java 21.• 5+ years of people management and leadership experience in an agile software development, architecture, or platform engineering environment.• 5+ years of experience with Adobe Digital Asset Manager (Adobe Assets) and expertise in integrating it within an Adobe Cloud environment.• Experience integrating third-party tools (e.g., Semaphore, Nuxeo, legal review tools) into a seamless user experience.• Proven ability to build and lead high-performing software engineering teams, with a track record of attracting and retaining top talent.• Strong leadership in fostering innovation and a culture of inclusion, experimentation, and continuous learning.• 5+ years of hands-on software engineering experience, including:• API development and data modeling.• Scalable cloud-based solutions in AWS and Azure.• Microservices, serverless, event-driven, and distributed architecture patterns.• Experience working with DevOps metrics to drive engineering excellence and operational efficiency.• Ability to collaborate and influence stakeholders across business units, ensuring alignment on objectives, KPIs, and technical standards.• Strong communication, negotiation, and executive-level influence skills<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.

Director, Full Stack Engineering Leader, Adobe CMS and Java

<h3>Job Description:</h3>We are currently recruiting for multiple positions at the Senior User Experience Designer level.The RoleFidelity Investments is looking for a Senior User Experience Designer who is passionate about their craft and making investing approachable for all audiences. We are redefining the financial services industry by changing the way we work and putting the customer first. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design.<ul><li>Senior UX Designers typically:<ul><li>Lead the design strategy and execution on their product team, with some guidance and coaching</li><li>Help define the design work and deliver business outcomes on the product team</li><li>Consult with the product owner to help inform product strategy</li><li>Contribute to the culture of the UXD group</li></ul></li></ul>The Expertise and Skills You Bring <ul><li>4+ years of UX or related experience is preferred</li><li>A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred</li><li>Experience working on agile teams delivering value in digital products preferred</li><li>Experience running and/or using research to support evidence-focused design decisions preferred</li><li>A digital portfolio we can review online is required</li><li>An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing</li><li>Ability to design across all channels including web, native, and automated</li><li>Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives</li><li>A foundation of development knowledge, both web and mobile</li><li>Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better</li><li>Partnering with user research to understand the customer problems to tackle</li><li>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions</li><li>An unwavering curiosity to ask why</li><li>Design brings you happiness</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role supports Fidelity Brokerage, a group that helps a wide array of customers with services like wealth management, retirement planning, brokerage services, workplace plan administration, college savings, and financial planning and engagement programs. This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.#UXDesign#UXhiring<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.

Senior User Experience Designer

<h3>Job Description:</h3>The RoleFidelity Investments is looking to hire a legal expert in Discovery strategy and execution to join its Legal team. The ideal candidate should be considered an eDiscovery expert who is able to make strategic and tactical eDiscovery-related decisions based on vetted best practices backed by case law and/or industry standards. The candidate must also have practical hands-on experience and a proven track record leading Discovery teams through all phases of the Electronic Discovery Reference Model (EDRM). A working understanding of industry standard eDiscovery review and production tools is a must.<ul><li>The successful candidate will consult and advise on Discovery (including electronic discovery (eDiscovery)) strategies, processes, and technology. The candidate will execute on these strategies by working directly with our attorneys and by leading teams that work internally and externally with vendors to process litigation, regulatory, and internal Discovery-related data. The teams that the candidate will oversee focus on reviews and productions, and they play an essential role in day-to-day litigation operations.</li><li>The candidate will have a spectrum of responsibilities beyond team management. The candidate is expected to identify opportunities for improvement by leveraging case law and best practices utilized in the Legal industry and by trusted vendors. The successful candidate will stay abreast of discovery technical advancements and drive adoption of best practices processes and technology. </li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required</li><li>10+ years in eDiscovery experience</li><li>Expert on eDiscovery best practice processes and technology</li><li>Experience in working with outside counsel, managed services and technology vendors</li><li>Hands-on experience with industry review and production tools</li><li>Change agent and team player</li><li>Decision maker/strategist who understands and leverages case law to make recommendations</li><li>eDiscovery related Memberships and Certifications</li><li>Ability and willingness to work independently but also as part of a team</li><li>Ability to understand business unit functions and engage Fidelity personnel in a productive and collaborative way</li><li>Ability to communicate clearly and effectively</li><li>Ability to function at a high level in a dynamic and challenging work environment</li></ul>​ Note: Fidelity is not providing immigration sponsorship for this position How Your Work Impacts the OrganizationThe strategies, decisions, and processes the Discovery Services VP owns will impact nearly all civil litigation and regulatory matters of the firm.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every other week. These requirements are subject to change.The base salary range for this position is $125,000-$210,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Legal

Vice President, Discovery Services

ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $290 billion of real estate in 247 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYGreystar is seeking a highly motivated, detail-oriented individual to join as an Analyst within our Research and Strategy Group. The Research and Strategy Group is focused on the formulation, capitalization, and deployment of Greystar’s global investment strategies as well as overseeing Greystar’s ongoing market research across the globe. The team works to create new underwriting tools, synthesize proprietary data to formulate “House Views,” and improve the global investment process. The team collaborates with senior management to lead corporate and enterprise strategic opportunities as well as data strategy. This role will work cross-functionally to support financial, operational, and strategic analysis across Greystar’s global business, providing a candidate broad exposure to the firm. The position needs an intellectually curious individual who can assess projects through different viewpoints including that of the end-consumer, real estate investor, and corporate finance professional. Prior investment banking, private equity, or management consulting experience is required with a preference towards those with a demonstrated interest in real estate.JOB DESCRIPTIONResponsibilities:<ul><li>Financial modeling and analysis</li><li>Working with large amounts of data to formulate into actionable insights</li><li>Market research and strategy formulation for prospective investment ventures</li><li>Preparation of marketing materials and conference presentations</li><li>Portfolio allocation analysis and market/investment recommendations</li><li>New investment idea generation/vetting</li><li>Strategic and operational analysis of existing venture performance</li><li>Thought leadership in cultivating the “House View”</li><li>Creating new tools to value and underwrite new geographies, products and investment opportunities</li><li>Corporate strategy support regarding the deployment of balance sheet capital in accretive opportunities focused on product expansion and the enhancement of Greystar’s current capabilities</li></ul>Qualifications:<ul><li>One or more years of work experience in financial services (e.g. investment banking, consulting)</li><li>A bachelor’s degree is required in finance, accounting, business, real estate, economics, or related field</li><li>Attention to detail and creative problem-solving skills</li><li>Proficiency in Excel and financial modelling skills</li><li>Strong oral and written communication skills</li></ul>#LI-KD1Additional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

Greystar

Investment Strategy & Research Analyst

This position is responsible for providing strategic direction for the Company’s various compliance programs, making recommendations to enhance current assessment models, administering the U.S. compliance program for the Company’s Investment Management division, including registered investment adviser (RIA) and broker dealer (BD) compliance, and supporting the Compliance leadership team. Additional responsibilities include ensuring compliance with our policies and procedures and other governing standards or requirements. Employees in this role will promote ethical behavior, facilitate ethical decision-making and contribute to compliance management activities and functions in support of the Company. JOB DESCRIPTION<ul><li>Develops, drafts, implements and ensures the administration of the compliance strategy based on compliance risk assessment results and other criteria.</li><li>Develops, drafts, implements and maintains various compliance controls and procedures.&nbsp; This includes policies and procedures as required by laws and regulations applicable to the Investment Management division including, among others, RIA and BD regulatory regimes.</li><li>Oversees projects/initiatives requiring compliance input and/or approval.</li><li>Coordinates U.S. regulatory filings including, for example, Form ADV, Form PF and Form BD.</li><li>Develops and provides annual and periodic training on compliance policies and procedures and emerging compliance issues and related matters.</li><li>Proactively collaborates with other departments (including Portfolio Management, Investment, Information Technology, Client Services, and Investor Relations teams) as needed to ensure compliance issues are addressed and strengthen the compliance program through monitoring and testing of controls.</li><li>Ensures adequate compliance documentation and retention is maintained.</li><li>Develops and conducts risk assessments for specific business units/sub-processes.</li><li>Works closely with business leaders to ensure internal and external communications and marketing materials related to the Investment Management division are compliant with SEC guidance.</li><li>Analyzes and mitigates potential conflicts of interest in accordance with policies and procedures.&nbsp; This may include, among other things, matters related to gifts and entertainment, political contributions and outside business activities.</li><li>Liaises with Compliance team members in Europe and Asia-Pacific with respect to compliance issues affecting the global Investment Management division, including AIFMD and RIA implications.</li><li>Establishes systems for auditing, tracking, and reporting the Company’s compliance with applicable legal and regulatory requirements.</li><li>Stays abreast of emerging compliance requirements and issues and accesses external experts and resources as needed.</li><li>Assists in developing and promoting a compliance function that effectively manages and mitigates risk, establishes proper controls, supports capital raising and other business transactions and protects the Company from legal and regulatory risk.</li><li>Leverages technology solutions for routine matters in order to promote efficiency.</li><li>Participates in events (community, diversity, etc.) on behalf of the organization and provides appropriate representation.</li></ul>Knowledge, Skills, Abilities:<ul><li>7 or more years of relevant compliance experience. Law firm or other legal training a plus.</li><li>Demonstrated knowledge of the U.S. Securities Act of 1933, Investment Advisors Act of 1940 and Investment Company Act of 1940 and broad knowledge of other federal and state securities laws and regulations applicable to private equity funds and investment advisers.&nbsp; Real estate private equity experience a plus.</li><li>Must have strong professional verbal and written communication skills and be able to draft policies and procedures that meet regulatory requirements and align with business needs and objectives. Must be able to respond effectively to sensitive inquiries or complaints.&nbsp; Ability to maintain confidentiality required.</li><li>Experience with the Company’s current and proposed regulatory regimes, including SEC, FINRA, AIFMD, CFTC and ERISA.</li><li>Understanding of and experience overseeing compliance with the Foreign Corrupt Practices Act and anti-money laundering laws preferred.</li><li>Excellent leadership skills, interpersonal skills and initiative are imperative for this position.&nbsp; Must be approachable and able to relate to others.&nbsp;</li><li>Highly organized and detail oriented with strong time management, project management, research, communication and analytical skills.</li><li>Ability to manage multiple priorities, make quick and effective decisions, set and meet goals and consistently meet deadlines.&nbsp; Ability to be flexible and quickly adapt to changing business needs and processes.</li><li>Proficiency with compliance technology tools and applications.&nbsp; Advanced working knowledge of Microsoft Office applications and general office equipment..</li><li>Minimum of a Bachelor’s degree (B.A.) from four-year college or university. Advanced degrees in law or business preferred.</li></ul>#LI-hybrid#LI-BB1Compensation is based on geographic location and individual pay decisions will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.Corporate Positions: In addition to the base salary, may be eligible for an annual performance bonus that is based on individual and company performance.Onsite Property Positions: In addition to the base salary, may be eligible for a discretionary weekly, monthly and/or quarterly bonus based on budget.Greystar seeks to attract, recruit, advance and retain top talent. Greystar’s compensation strategy is tailored to appropriately reward the skillset and experience that a&nbsp;team member will bring to the organization.Robust Benefits Offered for Full-time Team Members:<ul><li>Medical, Dental, Vision, Life</li><li>401(k) with Company Match (eligibility required)&nbsp;</li><li>Short-term &amp; Long-term Disability</li><li>Critical Illness/Accident/Hospital Indemnity Plans</li><li>Employee Assistance Program</li><li>Generous Paid Time Off: Time off benefits include vacation, holidays, personal days, and sick time and parental leave</li></ul>For Union and Prevailing Wage roles compensation and benefits may vary from the listed information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

810 Investment Consultant Jobs