AssetMark jobs in Concord, CA

- 31 jobs

Director, Wealth Planning Solutions
Assetmark 4.1
Assetmark job in Concord, CA
Director, Wealth & Planning Solutions The Job/What You'll Do The Director, Wealth & Planning Solutions, will work as a key member of the Wealth Solutions team at AssetMark, Inc. In this capacity, the Director will report to the VP, Wealth Solutions and work with senior leaders to define vision, scope and roadmap for wealth solutions and planning services offered to over 12,000+ financial advisor clients partnering with AssetMark. If you've been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and planning will be utilized and appreciated, this new position could be a compelling next step in your career. The Director will partner closely with the SVP of Advanced Planning to develop and execute a strategic roadmap to support a team of planning experts and develop wealth solutions that meet advisors' needs. The Director will take over two existing products, AssetMark's Securities Backed Line of Credit (SBLOC) and AssetMark Charitable, with a mandate to grow these offers and develop new wealth solutions. In this role you'll collaborate across Distribution, Marketing, Technology, Legal, Finance, and other functional departments to acquire, develop and enhance our offers to extend financial advisors' value proposition beyond solely delivering asset management services. A well-qualified candidate will be able to lead a team, think flexibly and strategically, and partner effectively across the organization to execute on the strategic roadmap. You excel in a fast-paced, challenging, collaborative and “hands-on” environment where everyone is in-it-together. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA, Chicago, IL, or Charlotte, NC. Key responsibilities of the position include: Partner closely with the SVP of Advanced Planning and VP of Wealth Solutions to define and execute the strategic roadmap for AssetMark's wealth and planning solutions. Effectively manage and communicate product vision, strategy, OKR/KPIs and reporting Develops top-grade executive presentations and leads discussions that support decision alignment or promote awareness with leadership teams. Take ownership of existing offerings, including AssetMark's Securities Backed Line of Credit (SBLOC) and AssetMark Charitable-with a mandate to grow and expand these solutions. Lead efforts to develop and launch new holistic wealth solutions, with a focus on areas such as banking, lending, charitable giving, trustee services, and other planning-adjacent needs. Manage relationships with third-party solution providers, including evaluation, negotiation, onboarding, and ongoing partnership management. Partners with cross-functional teams to execute strategic plans, ensure a modern digital experience and enable well-equipped sales and service teams. Craft & execute clear pipeline plans to research/analyze issues, explore new ideas and solutions, and drive decision making. Support sales efforts by championing the solution set across distribution channels and addressing product competitiveness and positioning within target client segments. Lead and support the development of junior staff, fostering collaboration and a high-performance culture. Knowledge / Skill Requirements Extensive and direct experience in the product strategy and development of wealth management solutions such as cash, lending, retirement, or other wealth offers that can connect directly to or adjacent to an advisory account. Private banking experience is a plus. Experience with wealth management offerings such as cash management, lending, retirement, charitable trustee, and other holistic solutions that integrate with or sit adjacent to advisory accounts. Strong background in managing third-party solution provider relationships, including contract negotiation and performance oversight. Understanding Broker-Dealer and RIA, including how TAMPs function within our industry, is helpful; not required. Excellent analytical and financial modeling skills; able to combine quantitative and qualitative approaches to develop strategic recommendations. Demonstrated ability to manage and deliver complex projects on time and within budget. Self-motivated and results-oriented, with a strong bias for action and ability to lead workstreams from start to finish with limited oversight. Ability to evaluate risks and the impact of decisions on an overall organization Exceptional verbal and written communication skills, adept at presenting to and influencing executive audiences Thrives in a fast-paced, dynamic environment with a strong team orientation and collaborative mindset, and a quickly changing atmosphere. Positive, solutions-focused attitude, team oriented, and can-do attitude. Additional Requirements Limited travel approximately 10-15% depending on the business needs. Education / Experience Bachelor's degree in business or other related fields. 10+ years of relevant experience. AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. Compensation: The Base Salary range for this position is as follows: For Concord, CA: Salary range is $195,000-$222,000 For Charlotte, NC: Salary range is $165,000-$188,000 This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
$195k-222k yearly Auto-Apply 13d ago
Senior Billing Risk and Systems Analyst
Assetmark 4.1
Assetmark job in Concord, CA
AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services and expertise to help them grow their businesses. The Job/What You'll Do: We are searching for someone to bring a continuous improvement and controllership mindset to a growing asset management company. The right candidate will be a proven self-starter with an owner/operator mentality who must bring strong ownership and accountability to our organization. The successful candidate will bring a strong technology, risk, audit, and compliance mindset, excellent oral and written communication skills, and a passion for excellence. The Senior Billing Risk and Systems Analyst is responsible for conducting audits, strengthening control frameworks, and performing risk assessments to ensure the accuracy, completeness, and integrity of billing processes. This role collaborates closely with the Billing Implementation Manager, Billing Operations, and Product & Engineering teams to drive improvement projects, automate manual processes, and enhance operational efficiency within billing and revenue operations. Additionally, the Senior Billing Risk and Systems Analyst supports M&A integration, provides actionable insights to improve client experience and mitigate organizational risk, and fosters a strong risk-aware culture across the organization. This is a full-time position in our Concord, CA office with a hybrid work schedule. Responsibilities: Lead pre-billing audits to ensure the accuracy of billing inputs into the billing system Monitor and fix daily billing import errors Complete quarterly audits to validate the accuracy and reasonableness of custodial partner billing. Maintain data integrity and accuracy within the billing system and reports Oversee end-to-end controls to ensure the completeness and accuracy of all billing activities in the billing system Conduct ongoing risk assessments, identifying key risks and recommending appropriate control measures Oversee the effectiveness of risk controls, monitor performance, and implement improvements as needed Promote a strong risk-aware culture through consistent communication, training, and best practices Partner with the Billing Implementation Manager in billing improvement initiatives and defect fixes, ensuring they are properly prioritized, thoroughly tested, and successfully implemented Support the Billing Operations Manager and the Billing Implementation Manager on mergers & acquisitions and consolidation projects within the AssetMark billing system Collaborate with cross-functional teams to identify operational, financial, regulatory, and reputational risks Facilitate comprehensive reviews of client experience cases, identify root causes and trends, and provide actionable recommendations to Platform Revenue leaders Knowledge, Skills, and Abilities: Strong aptitude for rapidly understanding and mastering new technologies or systems Prior external or internal audit experience Deep knowledge of the TAMP industry, particularly platform-based or advisory fee/management fee structures Knowledge of financial services regulatory requirements preferred Ability to articulate clear messages and concise instructions through oral and written communication Strong prioritization and organizational skills Proven ability to build cross-functional relationships, especially with Sales, Legal, and Finance teams. Ability to manage multiple priorities and work with a high degree of independence and accountability. Ability to assess and minimize risk to organization Outstanding Customer Focus - seeing the “bigger” picture and the ability to always identify what is in the best interest of the client and the firm Education & Experience: Bachelor's degree or equivalent experience required 5+ years' financial services experience required Compensation: The Base Salary range for this position is between $90,000-$100,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
$90k-100k yearly Auto-Apply 6d ago
Wealth Advisor
EP Wealth Advisors 4.2
Berkeley, CA job
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Our Berkeley, CA location is hiring for a Wealth Advisor. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurship, Inclusion and Connection. Total cash target is $60,000-120,000 annually, inclusive of incentive compensation Duties and Responsibilities Work closely with branch team to provide service to a defined group of clients Support internal marketing efforts by qualifying leads and referring to appropriate advisor team Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients Document client interactions and client related workflows in contact management system Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties. Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives. Qualifications * Undergraduate degree required, preferably in business related major * Series 65 or equivalent * Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services * Interest to develop career within financial services industry; working towards CFP certification preferred * Basic knowledge of financial and investment concepts * Excellent written and verbal communication skills * Demonstrated interpersonal skills with the ability to work well within a collaborative environment * Reliable, organized and goal-oriented * Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times * Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment * Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. * 11 Paid Holidays + 2 Floating Holidays * Unlimited PTO * Paid Parental Leave * Paid Volunteer Time * Flexible Work Schedule * Highly subsidized Health, Dental, and Vision Plans * 401k Retirement Account with company match contributions * Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance * Flexible Spending Accounts and Health Savings Accounts * Employee Financial Education * Employee Educational Expense Reimbursement * Employee Charitable Donations * Employee Referral Incentives * Employee Team Building Activities * Employee Assistance Program #LI-Hybrid EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
$60k-120k yearly 13d ago
Let's begin! Asst Dir-Delivery Manager
Moody's Corporation 4.9
San Francisco, CA job
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies Minimum 4 years of experience in project management. Proven track record of being detail-oriented in project management, reporting, and a demonstrated ability to self-motivate and follow through. Experience managing project budgets and reporting. Thorough understanding of software development processes - especially Agile and Scrum practices is highly desirable. Detail-oriented disposition and clear, concise communication skills. Education Undergraduate/first-level degree (e.g., Bachelor's degree). Responsibilities Oversee and manage all phases of projects from inception to delivery, ensuring completion of projects on time, budget, and scope. Engage with a broad set of stakeholders across Banking and Moody's Analytics. Publish required project documentation and provide reporting cadence and distribution structure aligned with stakeholder expectations. Manage escalations, project/scope/requirement changes, and issue logs to ensure adequate attention is directed towards impediments with potential impact to time/quality/resources. Manage communications to all levels of stakeholders, proper issue tracking/reporting, and stakeholder validation of project progress / new business. Identify opportunities for process improvements and lead efforts to communicate and implement them. Pursue, drive, and report on financial and project reporting efforts across various stakeholders. For US-based roles only: the anticipated hiring base salary range for this position is $127,700.00 - $185,150.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
$127.7k-185.2k yearly 4d ago
Vice President, M&A HR Strategy Lead
Fidelity Investments 4.6
San Francisco, CA job
Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive workplace consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy. The Expertise You Have * Bachelor's Degree * 15+ years of experience in employer benefits industry, with a focus on benefit program strategy and compliance during corporate mergers and acquisitions The Purpose of Your Role As a Vice President in Workplace Consulting you will drive and lead client engagements to align retirement, health & welfare and global benefit program strategies ensuring smooth transitions for employees and the organization during a merger, acquisition or divestiture. This includes facilitation of complex strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you will be involved with new business development, creative solutioning for new and prospective clients and cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere. The Skills You Bring * Superior teamwork skills and ability to professionally influence others across groups * Strong critical thinking and problem-solving skills * Excellent oral and written communication skills * Proven leadership ability * Keen interest and commitment to help others succeed * Expert knowledge in evaluating employee benefit plans and programs during the M&A lifecycle, including compliance considerations, identification of risks and making recommendations for post-transaction entities * Demonstrated experience in supporting clients with due diligence reviews, risk mitigation during transition and implementation, strategic plan design and compliance consulting, and integration planning Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization * Partnering with subject matter experts to develop comprehensive M&A benefit integration strategies * Creating sustainable and profitable client relationships * Ensuring and championing quality of work delivered to clients * Consulting on a wide variety of benefit topics, including employee/retiree educational issues and anticipating changing client needs, with a focus on mergers & acquisitions * Contributing to thought leadership on behalf of Fidelity and Workplace Consulting * Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions * Mentoring associates within the Retirement practice and cross-practice The Team The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************* The base salary range for this position is $130,000-264,000 USD 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 benefits 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. Certifications: Category: Consulting
$85k-120k yearly est. 42d ago
Team Lead, Investment Risk Technology
Fidelity Investments 4.6
San Francisco, CA job
The Role We are seeking an experienced and dynamic leader to head the development of our Investment Risk Platform for Asset Management at Fidelity. This individual will play a pivotal role in designing, building, and scaling a cutting-edge risk management system that empowers investment teams with actionable insights into factor models, risk exposures, and portfolio performance. The ideal candidate will have a proven track record of successfully developing similar systems, deep expertise in investment risk concepts, and the ability to collaborate effectively across technical and investment teams at all levels. As part of our team, you will have the opportunity to shape the future of investment risk management within a forward-thinking financial services organization. You will work alongside talented professionals who are passionate about leveraging technology to drive smarter investment decisions while fostering innovation at scale. Key Responsibilities of this role include: Platform Development & Leadership * Lead the design, development, and implementation of the Investment Risk Platform, ensuring scalability, reliability, and alignment with business goals. * Drive innovation by integrating advanced analytics, factor models, and machine learning techniques into the platform. * Oversee and contribute towards the end-to-end lifecycle of platform development, including requirements gathering, architecture design, coding, testing, deployment, and ongoing maintenance. Risk Modeling & Analytics * Develop and implement robust factor models to assess portfolio risk exposures across multiple asset classes. * Collaborate with investment teams to identify key risk drivers and translate them into actionable metrics within the platform. * Ensure the platform provides accurate reporting and analytics on risk metrics such as volatility, tracking error, Value-at-Risk (VaR), stress testing results, and attribution analysis. Cross-Team Collaboration * Act as a bridge between technical teams (engineering, data science, analytics) and investment teams (portfolio managers, analysts) to ensure alignment on objectives and priorities. * Communicate complex technical concepts to non-technical stakeholders in an accessible manner while understanding investment professionals' needs deeply. * Facilitate regular meetings with stakeholders to gather feedback and refine platform features. Leadership & Strategy * Build and mentor a high-performing team of developers and analysts dedicated to the Investment Risk Platform. * Stay abreast of industry trends in risk management technologies and methodologies to ensure our platform remains best-in-class. * Collaborate with senior leadership to define long-term strategies for enhancing risk management capabilities across the organization. Communication Skills * Proven ability to lead cross-functional teams in a fast-paced environment while managing competing priorities effectively. * Exceptional communication skills with the ability to convey technical ideas clearly to both technical and non-technical audiences. * Strong interpersonal skills with a collaborative mindset to work seamlessly across organizational boundaries. The Expertise and Skills You Bring * Demonstrated experience in building investment risk platforms or similar systems within financial services organizations. * Strong programming skills in languages such as Python, R, or Java; familiarity with data visualization tools like Tableau or Power BI is a plus. * Proficiency in working with large-scale data systems (e.g., SQL databases, cloud platforms like AWS or Azure). * Expertise in quantitative finance concepts including factor models (e.g., Fama-French), risk exposures (e.g., beta, alpha), portfolio optimization techniques, and statistical modeling. * Deep understanding of financial markets across asset classes such as equities, fixed income, derivatives, etc. * Familiarity with regulatory requirements related to investment risk management. Preferred Qualifications * Advanced degree (Master's or PhD) in Finance, Economics, Computer Science, Data Science, or related fields. * Experience working with portfolio management systems such as Bloomberg PORT or BlackRock Aladdin is highly desirable. * Knowledge of machine learning applications in financial risk modeling is a strong plus. The Team Asset Management Technology (AMT) provides technology solutions and support to all the Investment Management, Research, Trading, and Investment Operations functions globally. The Quantitative Research & Investing Technology team is a dynamic, high-impact environment that offers opportunities to work on complex and innovative risk management systems and opportunities to shape the future of Fidelity's Multi-Asset Class Risk Platform and influence key decisions at the intersection of technology and asset management. The base salary range for this position is $140,000-285,000 USD 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 benefits 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. Certifications: Category: Information Technology
$140k-285k yearly 4d ago
Front Office Manager
Silicon Valley 4.4
San Jose, CA job
We are looking for a Front Office Manager to lead and manage the front office operations of our hotel. The ideal candidate will be responsible for overseeing a team of front desk staff, greeting guests, addressing guest inquiries and complaints, and ensuring a professional lobby environment. Strong leadership, time management, organizational, and communication skills are essential. Compensation $21- 23 Key Responsibilities: Led and trained front office staff, and managed shift schedules. Process guest check-ins, confirm reservations, assign rooms, and issue room keys. Handle confidential guest information with integrity. Resolve guest complaints and requests in a friendly, professional manner. Ensure the lobby and common areas are clean and welcoming. Manage cash drawer contents and transactions during shifts. Coordinate with Housekeeping/Maintenance to ensure room readiness. Process payments (cash, debit, credit) and check-outs, resolving any charges. Generate daily reports (arrivals, departures, special requests) and ensure accuracy. Supervise staff performance and complete performance reviews. Assist guests with directions and information about the property and local areas. Perform administrative duties such as filing and updating records. Ensure all front desk activities (bookings, appointments, calls, emails) are handled efficiently. Complete other duties as assigned. Requirements: Minimum 2 years of hospitality experience. Minimum 2 years of front desk experience. At least 1 year of managerial experience, preferably in hospitality. Proficiency in Windows OS and company-approved spreadsheets and word processing. Strong verbal and written communication skills. Ability to handle guest complaints and resolve issues promptly. Ability to manage time effectively in high-pressure situations. High school diploma or equivalent. Physical Demands: Regularly required to walk, stand, and use hands to reach. Frequently required to stoop, kneel, crouch, or crawl. Must be able to lift and move up to 50 pounds occasionally.
$45k-60k yearly est. Auto-Apply 60d+ ago
AO/Analyst, Wealth Strategies
Alliancebernstein Holding LP 4.3
San Francisco, CA job
Who You'll Work With: Bernstein's Wealth Strategies team is a multi-disciplinary group of professionals with expertise helping individuals and families navigate complex wealth planning. Our mandate is to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer, philanthropy, and the investment implementation of these plans. We focus first on uncovering client priorities, values, and defining goals. We next help our clients achieve these goals by crafting a research based financial plan consistent with their priorities and values. Analysts are integral members of the team, running state-of-the-industry analytics to solve complex investment-related questions, and presenting the findings in one-on-one meetings with clients and prospects. What You'll Do: Analysts will be trained on internally developed analytical tools, including the Wealth Forecasting System (WFS) and other custom analytics. In order to complete the analytical work required, he or she will need to become well versed in asset allocation theory, taxes, retirement, trust and estate planning issues. The WS Analyst will be responsible for interpreting the data from our analyses and assisting advisors in making investment recommendations for clients and prospects. In addition, as part of a team with other WS professionals, he or she will be responsible for helping to brainstorm on new business, including identifying key client planning issues, strategizing solutions, and helping to build custom analytics. Specific duties include completing complex WFAs, building innovative and customized analyses, creating custom PowerPoint displays to communicate analysis results in a clear and compelling manner, quality controlling WFAs nationwide, beta testing analytical tool enhancements, training new Advisors and Associates, partnering with local management to evaluate and address WS related business needs and working as a team member on various WS projects. Successful Analysts will eventually take on an active role presenting analyses and research presentations to clients, prospects and intermediaries. What We're Looking For: College education and 2 years of relevant industry experience. Candidate must possess excellent analytical and problem-solving skills, in addition to intellectual curiosity that fosters an ability to think creatively and strategically. Candidate must possess strong communication and presentation skills, with the ability to articulate complex concepts and analytics; should also possess a strong desire to further develop these skills and a willingness to accept feedback. Must be able to prioritize, multi-task, focus on details, and work well under pressure to meet tight deadlines. Proficient in Excel and PowerPoint preferred. Series 7 & 63 registrations required. Steps towards a CFA or CFP a plus. About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Salary Disclosure In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $95,000 to $105,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria Los Angeles, CaliforniaSan Diego, California, San Francisco, California, Seattle, Washington
$95k-105k yearly Auto-Apply 60d+ ago
Hotel General Manager
Silicon Valley 4.4
San Jose, CA job
We are seeking a dedicated Hotel General Manager to oversee operations and ensure an exceptional guest experience. The ideal candidate is a strong leader who thrives in hospitality, possesses excellent communication, time management, and organizational skills, and is committed to delivering outstanding customer service. Compensation: $70,000 - $90,000 Key Responsibilities: Oversee all hotel operations to maximize revenue, guest satisfaction, and brand standards compliance. Lead marketing and advertising efforts to drive occupancy and revenue. Develop and maintain positive relationships within the local community. Manage inventory, record-keeping, and ensure budgeted cost controls. Hire, train, and motivate employees while fostering teamwork and growth. Handle guest, employee, and property issues professionally. Be available for on-call responsibilities and emergency coverage. Maintain compliance with federal, state, and local regulations. Ensure all required reports on revenue, expenses, and operations are submitted timely. Essential Skills & Qualifications: Previous experience as a General Manager or Assistant General Manager. Ability to lead, delegate, and resolve conflicts professionally. Strong organizational skills and attention to detail. Ability to work independently with minimal supervision. Professional demeanor with excellent guest service skills. Must meet property grooming standards. Willingness to work all shifts as needed, including weekends and holidays.
$70k-90k yearly Auto-Apply 60d+ ago
Front Desk Supervisor
Silicon Valley 4.4
San Jose, CA job
We are looking for a Front Desk Supervisor to lead and manage the front desk operations of our hotel. The ideal candidate will be responsible for overseeing a team of front desk staff, greeting guests, addressing guest inquiries and complaints, and ensuring a professional lobby environment. Strong leadership, time management, organizational, and communication skills are essential. Compensation: $21 - $23 Key Responsibilities: Led and trained front desk staff, and managed shift schedules. Process guest check-ins, confirm reservations, assign rooms, and issue room keys. Handle confidential guest information with integrity. Resolve guest complaints and requests in a friendly, professional manner. Ensure the lobby and common areas are clean and welcoming. Manage cash drawer contents and transactions during shifts. Coordinate with Housekeeping/Maintenance to ensure room readiness. Process payments (cash, debit, credit) and check-outs, resolving any charges. Generate daily reports (arrivals, departures, special requests) and ensure accuracy. Supervise staff performance and complete performance reviews. Assist guests with directions and information about the property and local areas. Perform administrative duties such as filing and updating records. Ensure all front desk activities (bookings, appointments, calls, emails) are handled efficiently. Complete other duties as assigned. Requirements: Minimum 2 years of hospitality experience. Minimum 2 years of front desk experience. At least 1 year of supervisory experience, preferably in hospitality. Proficiency in Windows OS and company-approved spreadsheets and word processing. Strong verbal and written communication skills. Ability to handle guest complaints and resolve issues promptly. Ability to manage time effectively in high-pressure situations. High school diploma or equivalent. Physical Demands: Regularly required to walk, stand, and use hands to reach. Frequently required to stoop, kneel, crouch, or crawl. Must be able to lift and move up to 50 pounds occasionally.
$21-23 hourly Auto-Apply 60d+ ago
Vice President, Head of Application Platform Engineering
Asset Mark 4.1
Asset Mark job in Concord, CA
AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Our mission is to enable financial advisors to make a profound difference in the lives of their clients. Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses. We are an integrated team of technologists, investment professionals, and operations experts working to help our clients stay at the pioneering front of wealth management. The Opportunity AssetMark is seeking a Vice President, Head of Platform Engineering, to lead the continuing development of our foundational technology platform. Reporting to the SVP, Head of Product Engineering, this senior leadership role will be responsible for building and leading a team of 50+ engineers focused on creating a robust, scalable, and secure horizontal platform of services and APIs that will underpin our entire product estate. The ideal candidate is a seasoned engineering leader with a proven track record of designing and implementing enterprise-scale platform architectures. This role requires a strategic visionary who can establish platform engineering as a core discipline within our organization while developing canonical source-of-truth data systems that enable seamless integration across our wealth management solutions. Working closely with our Head of Platform Product counterpart and our Head of Data Platform Engineering, you will drive the technical vision, architecture, and continued build-out of a centralized platform strategy that accelerates product development, ensures data integrity, and creates a foundation for future innovation and growth. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC or Concord, CA office. Key Responsibilities * Platform Vision & Strategy: Define and execute the technical vision for AssetMark's enterprise platform architecture, including services, APIs, data models, and integration patterns * Team Leadership: Build, mentor, and lead a high-performing engineering organization of 40-50+ engineers focused on platform development and data management * Technology Modernization: Transform our technology infrastructure into a modern, API-first platform that enables rapid product development and seamless integration * Data Architecture: Establish and safeguard canonical source-of-truth data systems and governance policies on top of Snowflake across the enterprise in conjunction with our Data Engineering team * Enterprise Integration: Design and implement standardized patterns for service integration, data exchange, and cross-application workflows * Technical Standards: Develop comprehensive technical standards, best practices, and reference architectures for platform components * API Governance: Create and enforce API design principles, versioning strategies, and governance models that enable controlled evolution of the platform * Security & Compliance: Ensure platform architecture meets stringent security, compliance, and regulatory requirements for financial services * Technology Partnership: Collaborate closely with the Head of Platform Product and the Head of Data Platform Engineering to align technical capabilities with business objectives and product roadmaps * Cross-Team Enablement: Partner with product application engineering teams to facilitate adoption of platform services and APIs while providing guidance on implementation * Performance & Scalability: Design systems that meet stringent performance requirements and can scale to support business growth * Innovation Leadership: Stay abreast of emerging technologies and industry trends to identify opportunities for platform innovation * Cultural Transformation: Help further our journey to becoming a world class engineering team backed by industry best practices for engineering Knowledge, Skills, Abilities: * Deep expertise in designing and implementing API-first, service-oriented architectures * Extensive experience with data modeling, master data management, and enterprise data governance * Strong background in cloud-native architectures, microservices, event-driven systems, and modern development practices * Track record of successfully transforming legacy systems into modern, scalable platform architectures * Expertise in establishing engineering excellence through standardization, automation, and best practices * Strong understanding of DevOps, CI/CD, and infrastructure-as-code principles * Proven experience building and leading large engineering teams (40+ engineers) in enterprise environments * Experience implementing technology platforms in regulated industries, preferably in financial services * Experience with Snowflake data platform is helpful Leadership Capabilities * Strategic vision with ability to translate business needs into technology platforms * Exceptional people leadership skills with demonstrated success building and scaling high-performing engineering organizations * Strong executive presence and communication skills with ability to influence across all levels of the organization * Collaborative approach to working with product management and other technology leaders * Proven change management skills and ability to drive organizational transformation * Decisive problem-solving with pragmatic approach to balancing short-term needs with long-term architecture goals Education & Experience: * 15+ years of software engineering experience with at least 8+ years in platform engineering leadership roles * Bachelor's degree in Computer Science, Engineering, or related field; advanced degree preferred, or equivalent experience Why Join AssetMark? * Rare opportunity to define and build a foundational platform that will shape the future of wealth management technology * Executive leadership role with significant influence on technology strategy and organizational direction * Lead a substantial engineering organization in a growth-oriented, private equity-backed environment * Work at the intersection of fintech innovation and established wealth management industry expertise * Collaborate with forward-thinking technology leaders committed to digital transformation * Drive meaningful impact for financial advisors and ultimately the end clients they serve * Be part of a mission-driven organization focused on making a difference in financial services If you are a visionary platform engineering leader who thrives on solving complex technical challenges at scale while building and mentoring exceptional teams, we invite you to apply and help shape the future of AssetMark's technology foundation. Compensation: The Base Salary range for this position is between $220,000-$260,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-DNI Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. * Flex Time Off or Paid Time/Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
$220k-260k yearly Auto-Apply 21d ago
Planning Consultant - Dublin, CA
Fidelity Investments 4.6
Dublin, CA job
Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers The base salary range for this position is $70,000 - $105,000 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 benefits 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. 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. 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. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Relationship Management
$70k-105k yearly 42d ago
VP, Regional Planning Consultant -Palo Alto/ Burlingame, CA
Fidelity Investments 4.6
Palo Alto, CA job
Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques. The Expertise We're Looking For * We ask that you have sales experience in the financial service industry * We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire * CFP certification preferred The Purpose of Your Role Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books. The Skills You Bring * Your planning skills and in-depth knowledge of financial product offerings * You are confident in front of an audience of any size and have impressionable public speaking skills * Your unparalleled desire to coach and impact others' results * You are an approachable leader with the ability to effortlessly influence others The Value You Deliver * Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement * Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles * You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices * Leading by example and demonstrating organized preparation and effective follow up skills * Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions How Your Work Impacts the Organization Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities. The base salary range for this position is $124,000 - $140,000 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 benefits 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. 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. 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. Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales Support
$124k-140k yearly 59d ago
Financial Consultant - Sunnyvale, CA
Fidelity Investments 4.6
Oakland, CA job
Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 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 benefits 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. 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. 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. Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
$60k-75k yearly 5d ago
Let's begin! Asst Dir-Business Dev Rep
Moody's Corporation 4.9
San Francisco, CA job
Skills and Competencies Sales Lifecycle Management: 5+ years of experience managing the full sales lifecycle process, including prospecting, pipeline management, forecasting, and negotiating complex, high-revenue deals is required C-Level Engagement: An established track record of successfully developing a network of clients and nurturing deep relationships with C-Level prospects is essential for this role Industry Expertise: A strong understanding of the Commercial Banking & Capital Markets sector is required to effectively market credit risk products and services Thought Leadership: Experience in the publishing and delivery of thought leadership through research, publications, or speaking engagements is highly desired Strategic Collaboration: The ability to work closely with internal product specialists, strategists, and marketing teams to leverage their expertise throughout the sales cycle Strong analytical and quantitative skills are necessary to understand client needs and position solutions effectively Interest in exploring agentic AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use The position requires the ability to travel for client meetings and industry events. Education Undergraduate/first-level degree (e.g., Bachelor's degree) is required Graduate/second-level degree (e.g. MBA, Master's) is a plus Responsibilities Manage the full sales lifecycle to drive new business growth and deepen relationships within the Commercial Banking & Capital Markets sector. Drive revenue growth by managing the full sales process, from identifying and initiating new opportunities to negotiating contracts Act as the primary point of contact for senior executives, including Chief Risk Officers and Chief Financial Officers, at client companies Prospect new clients and leverage existing relationships to meet and exceed established revenue targets Generate new revenue from Moody's suite of credit risk products and services while defending and growing existing revenue streams Collaborate with product specialists and other client-facing professionals to ensure comprehensive client coverage and satisfaction Provide current and accurate sales forecasts and pipeline information to management Represent Moody's at industry and company-sponsored events to enhance brand presence and network with key stakeholders About the team Our Sales team is responsible for driving revenue growth by selling Moody's credit risk solutions to the Commercial Banking & Capital Markets sector. We build strategic relationships with senior executives and act as trusted advisors to our clients, helping them navigate complex risk challenges. By joining our team, you will play a crucial role in expanding our market presence and delivering value to the world's leading financial institutions.
$118k-165k yearly est. 33d ago
Director, Strategy and Chief of Staff - Wealth Solutions
Assetmark 4.1
Assetmark job in Concord, CA
The Director, Strategy and Chief of Staff - Wealth Solutions will work as a member of the Wealth Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will report directly to the EVP, Chief Wealth Solutions Officer, and partner with the senior Wealth Solutions Leadership team to stay abreast of industry trends, evaluate new business opportunities, support our M&A process and drive other strategic programs that drive firm growth. Our ideal candidate is intellectually curious, loves to work with data, strives for constant improvement, and excels in a highly collaborative culture. This position will also require you to dig into data to help answer business questions as well as manage critical projects to support both existing and new strategic initiatives. A successful candidate enjoys building fact-based reporting, business cases, or other insights that inform AssetMark's product and services strategy and innovation. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA or Charlotte, NC offices. Responsibilities: Support strategic planning and managed across the Wealth Solutions organization, including planning associated with operating and capitalized budgeting process. Collaborate with Corporate Strategy and Executive Team to ensure the Wealth Solutions strategy is fully aligned with broader enterprise priorities Partner with Corporate Development to assess and shape M&A opportunities that intersect with and enhance AssetMark's Wealth Solutions capabilities Support the development and maintenance of a forward-looking investment product and services roadmap for the Investment Solutions organization. Drive business case development with supporting analytics, opportunity sizing, competitive environment assessment, and conduct financial modeling. Function as an internal consultant supporting leaders overseeing Assetmark's wealth solutions, service offerings and client segments. Analyze industry trends, 3rd party research and business intelligence to provide insights to Wealth Solutions and Executive leadership teams on the investment product, wealth services and the broader competitive environment. Consistently innovate or support innovation of the business models and product offerings Contribute to the creation and maintenance of KPIs, OKRs, and executive reporting collateral (on a quarterly and ad-hoc basis). Seek to automate and constantly improve internal processes for tracking: financial metrics, product usage, asset distribution, adoption of services, etc. Champion client needs internally to help prioritize product roadmap decisions. Serve as a subject matter expert in competitive intelligence in advisory business, understand the competitive landscape in TAMP, Wealthtech, and BDs in terms of product trends, usage, and pricing. Support the Chief Wealth Solutions Officer in creating materials and presentations that deliver on various business objectives. Knowledge, Skills, and Abilities: Advanced skill in Excel and PowerPoint; plus high competence with database construction, CRM platforms, and business intelligence tools (e.g. Tableau or BI) to optimize processes and enable success Strong analytical skills with the ability to analyze / mine data while identifying key insights and trends Strong communication skills with the ability to effectively interface with senior leadership up to and including the C-Suite Ability to manage multiple projects simultaneously, with the capability of switching between high-level strategic thinking and a tactical opportunity mindset Flexible mindset and ability to adapt quickly to new demands and challenges (able to deal with ambiguous situations, frequent change, or unexpected events) A strong action orientation Excellent oral / written communication, presentation and listening skills Partners well with colleagues and outside business partners to get work done A positive, team oriented, can-do attitude Must be able to work effectively in fast-paced, changing environment Education & Experience: Bachelor's degree in finance, statistics, business, or other related fields 5-10 years of relevant experience. A combination of investment analyst, strategy analyst, and/or experience in the financial services industry is highly preferred The candidate must demonstrate strong quantitative skills with strengths in the areas of strategy, analytic assessment, communication skills and displaying the ingenuity and tenacity in delivering high quality results Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
$160k-213k yearly est. Auto-Apply 12d ago
Staff Engineering Director
Assetmark 4.1
Assetmark job in Concord, CA
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. The Job/What You'll Do: We are seeking a highly experienced and strategically minded Staff Engineering Director to serve as the principal technical leader for our Salesforce ecosystem. This role operates at the intersection of architecture, engineering, and product strategy, guiding the long-term vision, scalability, and reliability of Salesforce platforms across the organization, including Sales Cloud, Service Cloud, Financial Services Cloud (FSC), and Marketing Cloud. You will work hands-on as the top-level architect, set technical direction, define platform standards, drive modernization, and mentor engineering teams. This position is ideal for someone with deep multi-cloud Salesforce expertise, strong architectural instincts, and the ability to influence at all levels of the organization. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office. Responsibilities: Architecture and Technical Leadership Own the end-to-end technical architecture for Salesforce Core, FSC, Marketing Cloud, and integrated enterprise systems. Define platform standards, integration patterns, data strategy, and security architecture. Lead the design of scalable and resilient Salesforce solutions aligned with business vision and enterprise architecture principles. Evaluate and drive adoption of new Salesforce capabilities, features, and AppExchange products. Platform Strategy and Governance Establish and govern Salesforce development standards, CI/CD pipelines, coding conventions, and release management processes. Oversee data management frameworks, compliance standards, and platform performance benchmarks. Set architecture guardrails that ensure high availability, data integrity, and scalability. Cross-Functional Collaboration Partner with Product, Engineering, Business, and Executive leaders to translate strategic objectives into platform capabilities. Provide architectural guidance across squads, projects, and cross-cloud initiatives. Serve as the point of escalation for complex technical challenges and integration issues. Team Leadership and Mentorship Mentor engineers, admins, and developers across all levels and help shape their technical growth and architectural thinking. Promote engineering culture focused on best practices, quality, security, and innovation. Influence staffing, role definitions, and long-term organizational design. Project and Delivery Oversight Oversee major cross-cloud implementations, modernization programs, and large-scale refactoring efforts. Conduct architectural reviews and approvals for critical projects. Ensure delivery aligns with roadmap priorities while maintaining platform stability. Knowledge, Skills & Abilities: Strong command of Apex, LWC, SOQL, flows, and Salesforce platform services. Experience with enterprise integrations such as REST, SOAP, middleware, and event-driven architectures. Proven experience designing scalable multi-cloud Salesforce environments. Strong understanding of enterprise data models, role hierarchy, sharing security models, and governance frameworks. Prior experience mentoring engineering teams and influencing executive stakeholders. Salesforce certifications highly desired, including Application Architect, System Architect, CTA (preferred), Marketing Cloud certifications, and FSC accreditation. Ability to connect business strategy with technical execution. Strong communication skills with executive presence. Experience working in regulated industries or financial services. Passion for platform optimization, performance, and long-term sustainability. Ability to lead through ambiguity and define technical direction in evolving environments. Education & Experience: 10 or more years of Salesforce experience, including architecture leadership roles. Deep hands-on expertise in Salesforce Sales Cloud, Service Cloud, Financial Services Cloud, and Marketing Cloud. Compensation: The Base Salary range for this position is between $175,000-$195,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TN1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
$175k-195k yearly Auto-Apply 8d ago
Financial Consultant - Berkeley, CA
Fidelity Investments 4.6
Napa, CA job
Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 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 benefits 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. 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. 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. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales
$60k-75k yearly 5d ago
Regional Director
EP Wealth Advisors 4.2
Walnut Creek, CA job
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025 serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. About the Role: As a Regional Director at EP Wealth Advisors, you will be a growth catalyst for your territory - empowering advisors, driving regional expansion, and strengthening our client focused culture. Both Leader in the Region and Practitioner, reporting to the Divisional Leader, you will lead the development of a high-performing advisor team through intentional coaching, professional development, and strategic business planning. Your mission is to build a thriving regional office where advisors grow their practices, deliver exceptional client experiences, and align with EP Wealth's broader vision and values. Key Responsibilities: Drive Growth and Business Planning: Partner with advisors to create and execute individualized growth plans tied to the regional business strategy. Support prospecting, COI development, marketing campaigns, custodian and client referral initiatives. As well as growing and servicing clients in their own practice. Coach and Develop Advisors: Serve as a mentor and coach, focused on professional development, goal setting, and skill building. Facilitate ongoing learning and training opportunities to elevate advisor performance. Lead Advisor Transitions: Guide new advisors through onboarding, technology adoption, and client transition into EP Wealth's planning and investment frameworks. Foster a Collaborative, High-Performance Culture: Create a team environment centered on trust, engagement, accountability, and continuous improvement. Enhance Client Experience: Partner with the Associate Divisional Leader and internal teams - financial planning, client service, investment management, and operations to streamline workflows and ensure exceptional, consistent service delivery. Support Talent Management: Oversee advisor performance management with an emphasis on coaching and support. Collaborate with HR and the Associate Divisional Leader on career development, performance reviews, and, when needed, performance improvement plans. Recruit and Retain Top Talent: Identify and attract growth-minded advisors aligned with EP Wealth's values. Support long-term retention by fostering meaningful engagement and career pathing. Champion Change and Innovation: Drive adoption of best practices, new technology, and firm-wide initiatives that enhance advisor effectiveness and client outcomes. Serve as a Brand Ambassador: Represent EP Wealth in the community and with clients through public events, seminars, and content contributions that support the firm's visibility and growth. What You Bring: * Bachelor's degree required; business or finance preferred. * 20+ years of experience in wealth management, including leadership and advisor-facing roles. * CFP designation or willingness to obtain. * A passion for coaching and developing financial advisors. * Strong knowledge of financial planning, investment strategy, and client service excellence. * Experience working with high net worth and ultra high net worth clients and prospects with varying degrees of complexity. * Proven track record of driving growth through business development, team leadership, and talent management. * Exceptional interpersonal and communication skills; able to influence, motivate, and collaborate. * Highly organized and execution-oriented, with a strategic mindset. * Familiarity with CRM systems and Microsoft Office Suite. * Deep understanding of the regulatory landscape and best practices in advisor compliance and operations. What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. * 11 Paid Holidays + 2 Floating Holidays * Unlimited PTO * Paid Parental Leave * Paid Volunteer Time * Flexible Work Schedule * Highly subsidized Health, Dental, and Vision Plans * 401k Retirement Account with company match contributions * Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance * Flexible Spending Accounts and Health Savings Accounts * Employee Financial Education * Employee Educational Expense Reimbursement * Employee Charitable Donations * Employee Referral Incentives * Employee Team Building Activities * Employee Assistance Program #LI-Hybrid EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
$46k-85k yearly est. 13d ago
Investment Consultant - Burlingame, CA
Fidelity Investments 4.6
Burlingame, CA job
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 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 benefits 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. 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. 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. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales
$59k-74k yearly 55d ago

AssetMark jobs in Concord, CA

Director, Wealth Planning Solutions

Senior Billing Risk and Systems Analyst

Wealth Advisor

Let's begin! Asst Dir-Delivery Manager

Vice President, M&A HR Strategy Lead

Team Lead, Investment Risk Technology

Front Office Manager

AO/Analyst, Wealth Strategies

Hotel General Manager

Front Desk Supervisor

Vice President, Head of Application Platform Engineering

Planning Consultant - Dublin, CA

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

Financial Consultant - Sunnyvale, CA

Let's begin! Asst Dir-Business Dev Rep

Director, Strategy and Chief of Staff - Wealth Solutions

Staff Engineering Director

Financial Consultant - Berkeley, CA

Regional Director

Investment Consultant - Burlingame, CA

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