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Brown Advisory jobs in Norfolk, VA - 57151 jobs

  • Virginia Operating Officer

    Brown Advisory 4.9company rating

    Brown Advisory job in Norfolk, VA

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C The Virginia Operating Officer is responsible for managing five key aspects of our business at the office level in partnership with the Virginia Office Head. The Operating Officers primary responsibilities are inclusive of the oversight of office metrics, process implementation, incident communication, client team staffing, and general office and personnel management. The Operating Officer must be an experienced operator with the industry knowledge and gravitas to influence strategy and set the tactical direction of the office. The OO works directly with assigned leads for each of our three pillars; PM Lead, CS Lead, and SA lead, respectively; who act as members of the office leadership team in support of the teams/colleagues in their respective area, in addition to other leaders across the firm's other functions including Operations, Human Resources, and Technology, etc. The Operating Officer is the tactical leader on the ground, synchronizing activities across teams and the Virginia offices to deliver exceptional outcomes for our clients. Essential Functions/Responsibilities: * Responsible for the regular review of, and analysis of key business metrics informing action plans in the office in order to meet target goals. * Monitor process execution and identify and implement enhancements in conjunction with other Private Client Operating Officers and business stakeholders. * Run office specific management meetings, delivering minutes, coordinating action items, ownership and due dates to ensure timely and efficient communication streams with office head/s. * Develop recommended process changes through engaging key Private Client and internal partners (Investment Solutions Group, Technology, HR, A&F, Compliance, Legal, Operations, and Messaging) to determine challenges and solutions. * Serve as the lead change agent for new processes, policies, technologies, etc., that are being implemented across the Private Client business. * Partner with Human Resources to ensure the right client team structures are built to maximize the client experience, in addition to ownership of capacity and staffing needs as it relates to your office. * Management of people in partnership with human resources, including recruitment efforts, annual reviews, and day-to-day management of colleagues. * Serve as the immediate point of escalation and coordinator of incident resolutions with your office. You will also communicate incidents that occur both within and outside of your office to your colleagues to increase awareness along with escalating issues where appropriate. * Ensure colleagues in your office follow firm procedures along with coordination and oversight of training related needs and establishing training standards including oversight of new colleague onboarding. * Responsible for the communication of business and firmwide initiatives to colleagues ensuring there are no gaps in understanding. * Oversight of facilities plans and organization in partnership with the Office Solutions and Corporate Real Estate teams. * Directly supervise administrative staff and oversee office administrative procedures. Job Qualifications: * Minimum of 10 years of relevant experience, including at least 5 years in a directly related/and or applicable position, preferably within the financial services sector. * Bachelor's degree required * MBA or graduate degree strongly preferred * Proven analytical expertise with a strong track record of developing and implementing operational strategies. * Demonstrated ability to build and maintain effective client relationships and serve in a client-facing capacity. * Exceptional listening skills with the ability to provide thoughtful, strategic guidance to clients and colleagues. * Unwavering commitment to a client-first mindset and the highest standards of personal integrity. * Experience leading and driving complex, cross-functional operational initiatives in a fast-paced environment. * Strong ability to develop, track, and manage meaningful business metrics and performance indicators. * Excellent organizational skills with the ability to manage, prioritize, and execute multiple projects simultaneously. * Skilled at evaluating complex business challenges and developing effective, actionable solutions. * Strong presentation and communication skills, with the ability to deliver persuasive presentations to senior management and executive leadership. * Outstanding interpersonal skills and the ability to work collaboratively with diverse teams and stakeholders. * Flexible, adaptable, and comfortable navigating change. * Highly self-motivated with a demonstrated ability to work both independently and as part of a team. * Willingness and ability to travel between Virginia offices, located in Richmond, Charlottesville and Norfolk. Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $112k-196k yearly est. Auto-Apply 60d+ ago
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  • Senior Scrum Master, Digital Assets

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Role As a Senior Scrum Master, you will blend deep scrum expertise with a passion for mentoring, coaching and constant improvement. As part of a highly collaborative team, you will advise, mentor, coach, and train on performance against agile values, practices, and processes to accelerate team value delivery. In partnership with the Squad Leader, you will maintain a backlog, help to remove impediments, and facilitate agile events such as the daily scrum, sprint planning, backlog refinement and retrospectives. You will participate in scaling activities as you manage interdependencies across teams. You will examine and improve team performance through metrics and find opportunities with the team to fully realize the benefits of working in an agile structure. The Expertise and Skills You Bring 4 years of hands-on experience as a scrum master Jira and Jira Align experience required Bachelor's degree and/or equivalent experience preferred. Certified Scrum Master preferred. Demonstrated expertise in application of Agile/Scrum Principles to help accelerate value delivery. Excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization. Demonstrate a continuous improvement approach. Quality Execution - attention to detail with unwavering dedication to quality Partnerships - develop positive relationships and champion a collaborative team environment Leadership - demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams Note: Fidelity will not provide immigration sponsorship for this position The Team Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. The Fidelity Digital Assets Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice. #cryptojobs The base salary range for this position is $85,000-171,000 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:Program/Project Management
    $85k-171k yearly 1d ago
  • Product Strategist, Fidelity Digital Assets

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Role The Senior Manager, Product Strategy role is focused on the advancement of our digital asset platform capabilities and crafting new, innovative products to meet the needs of our global institutional client base, now and in the future. You will contribute to long-term product and business strategy, partnering with the team to refine the product roadmap through your understanding of the market and underlying technology, and interpretation of future needs of our broad client base. In addition, you will develop new product proposals, define end-to-end design for those products (i.e., from user experience through enabling operational and technical capabilities), and drive them through execution, collaborating across the firm. Expertise and Skills you Bring 5+ years of experience in financial services, preferably in product management or similar domain Clear and effective communicator with strong presentation skills and proven ability to articulate complex technical concepts in a digestible manner to senior audiences Detail-oriented, analytical approach to problem solving Understanding and strong interest in financial markets, cryptocurrencies, and blockchain Commercial mindset and understanding of financial concepts Proven ability to build strong relationships and trust company-wide Ability to support multiple time-sensitive objectives while maintaining high quality standards Ability to influence even when holding a position contrary to the majority Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity Digital Assets is a subsidiary of Fidelity Investments and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Product Strategy leads the strategy and vision for Fidelity Digital Assets product offerings. They are responsible for the overall user experience of our custody & trading platform as well as the tailored solutions & resources available to our clients. They constantly evaluate industry & market trends, business needs and use those insights to enhance our existing experience or incubate new offerings. They work closely with the Product Delivery team to bring their strategy to life for our clients. Members of our team have a commercial mentality, drive for innovation and range of backgrounds with a passion for digital assets, markets and financial services products. The base salary range for this position is $89,000-180,000 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:Product Management
    $89k-180k yearly 1d ago
  • Vice President, Associate General Counsel

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts 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:Legal
    $140k-285k yearly 1d ago
  • Vice President, Architecture

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities. The Expertise and Skills You Bring 15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers. You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps. You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure. You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems. You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement. You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services. You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities. You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution. You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure. You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. The Value You Deliver Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 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
  • Director, Quant Strategist

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Role We are looking to hire a Director, Quant Strategist to strengthen our US team. By combining hands-on quantitative research with team leadership, the successful candidate will be accountable for developing and monitoring strategies, ensuring model robustness, troubleshooting issues, and driving workflow enhancements. This role will play a central part in driving our DeFi research efforts and requires a strong technical background, excellent problem-solving skills, and the ability to manage and mentor a small team whilst coordinating our team efforts across multiple stakeholders, and cross-regional teams. Key Responsibilities Strategy Research & Implementation Conduct research into yield-oriented strategies across of a range of market structures and venues, with an emphasis on identifying risk-adjusted return opportunities Design and run backtests to evaluate strategy performance, stress-test assumptions, and establish statistical robustness Help deeply analyze protocols to understand mechanics, risks, and potential drivers of yield. Translate insights into research hypotheses and strategy ideas Monitoring & Troubleshooting Act as a first line of response for alerts, coordinating with global colleagues to escalate and resolve issues quickly Translate lessons learned from monitoring into research and operational playbook improvements Team Leadership Manage and mentor a team of quants/analysts: run sprints, allocate tasks, and oversee objectives and results Conduct code and strategy reviews, enforce testing standards, and support professional development Foster a culture of collaboration, technical excellence, and delivery focus Risk & Stakeholder Interaction Present weekly PnL, risk metrics, and performance attribution to senior management Ensure transparent communication and reporting to internal stakeholders The Expertise and Skills You Bring Technical Expertise Proficiency in Python (e.g., Pandas, NumPy, PyTorch, etc.) and SQL with the ability to write production-quality, maintainable code Strong grounding in portfolio mathematics, risk modelling and statistical methods Experience building and maintaining research infrastructure, including data pipelines, backtesting frameworks, and related tools Communication & Engagement Able to distill complex models into actionable insights for technical and non-technical stakeholders Collaborate style and effective at working across teams and time zones, fostering strong engagement with colleagues Analytical & Research Skills Skilled at working with large, complex, and imperfect datasets, extracting signal from noise, and applying methods ranging from classical statistics to machine learning where appropriate Professional Experience Typically, 10+ years of relevant experience in digital assets, and/or quantitative research Advanced degree (Master's or PhD) in a quantitative field (e.g. Mathematics, Statistics, Computer Science, Physics, or a related discipline) Previous experience managing or mentoring a small team of quants, developers, or researchers Preferred Qualifications Prior exposure to DeFi yield strategies (staking, LP, lending, re-staking) Experience with systematic trading across traditional asset classes (equities, FX, commodities, fixed income etc.) Demonstrated initiative in generating ideas and improving processes Comfort working across time zones and collaborating with distributed teams The Team Fidelity Digital Assets is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, and years of research and development have provided us with the deep expertise necessary to build the future of finance. Come join the Quantitative Strategies team within Fidelity Digital Assets to help grow our business initiatives within DeFi and contribute to our research and product capabilities using your insights. The base salary range for this position is $126,000-255,000 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:Data Analytics and Insights
    $126k-255k yearly 1d ago
  • Smart Contract Engineer/Data Science Associate

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Role We are seeking a highly skilled and technically driven individual with deep expertise in blockchain engineering and applied data science to join Fidelity Digital Asset Management. This role is ideal for a hands-on expert who thrives in architecting and deploying advanced blockchain solutions, smart contracts, and quantitative models that support Research, Trading, Risk, and Operations. You will serve as a senior technical authority, driving innovation and ensuring the robustness of our digital asset infrastructure. Key Responsibilities Architect and oversee the development of blockchain-based systems and smart contracts across EVM, Solana, and Cosmos SDK platforms. Lead technical design and implementation of crypto infrastructure, including secure deployment pipelines, testing frameworks, and audit processes. Collaborate with quant researchers and data scientists to integrate blockchain data into predictive models, optimization engines, and trading algorithms. Conduct deep technical reviews and audits of smart contracts, ensuring security, scalability, and compliance with DeFi standards. Evaluate and implement emerging technologies, protocols, and tooling to enhance Fidelity's digital asset capabilities. Serve as a technical liaison across engineering, trading, and risk teams to ensure seamless integration of blockchain systems into core workflows The Expertise and Skills You Bring 4+ years of hands-on experience in blockchain engineering, smart contract development, or crypto infrastructure, with a strong track record of technical delivery. Deep understanding of EVM/SVM architecture, token standards (ERC-20, ERC-721, SPL), and DeFi primitives. Proficiency in multiple programming languages including Python, Solidity, and JavaScript/TypeScript. Experience with smart contract frameworks and tools such as Hardhat, Truffle, OpenZeppelin, Mythril, and Ganache. Strong background in quantitative modeling, data science, or financial engineering, with experience applying models to trading or risk systems. Proven ability to lead complex technical projects and mentor senior engineers in a collaborative, high-performance environment. The Team Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity's retail customers and intermediary and institutional clients. The Data Science team is a highly collaborative group leading technical projects across the FDAM organization to enable effective management of investment products and services. Project examples include integration of vendor infrastructure, constructing models or tools, building automation across technologies, and portfolio or business analytics. As a hands-on team lead you will be expected to understand the function needs to both meet the expected outcome and continue to drive innovation 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:Data Analytics and Insights
    $82k-109k yearly est. 1d ago
  • Associate Analyst, Alternative Investments

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role The Associate Analyst, Alternative Investments, Asset Review position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities. An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Creatively construct, design, and implement procedures for new product offerings. Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality. Deliver quality assistance to our clients Serve as a resource for technical issues and assist associates in problem solving. Act as a functional subject matter expert and go-to person for complex situations and daily processing. Play a leading role on assigned projects. The Expertise and Skills You Bring 2+ years of brokerage operations experience or 5+ years related work experience preferred Alternative Investment transaction servicing experience preferred College degree preferred Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment Ability to work and build strong relationships across different teams within the organization Note: Fidelity will not provide immigration sponsorship for this position. The Team The Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations & Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. Demand for our service is growing at a significant rate, making this an exciting opportunity. #FidelityAlts The base salary range for this position is $48,000-91,000 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:Brokerage Operations
    $48k-91k yearly 1d ago
  • Director, Asset Management, Treasurers Office - Alternatives Oversight

    Fidelity Investments 4.6company rating

    Boston, MA job

    Job Title: Director, Asset Management Treasurers Office, Alternative Product Oversight The Role As a Director of Alternative Product Oversight in Asset Management's Treasurers Office, you will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm. The Expertise And Skills You Bring Bachelor's degree in accounting preferable. A minimum of 10+ years industry or equivalent experience Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting Exceptional research and analytical skills A motivated self-starter committed to accuracy, quality and completion of tasks Knowledge of operational risk management and internal controls, governance and oversight processes Outstanding verbal, written and formal presentations communication skills Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities CPA a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #FidelityAlts The base salary range for this position is $110,000-222,000 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:Investment Operations
    $110k-222k yearly 1d ago
  • Legal Contracts Negotiator - Equity Derivatives

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Join Fidelity Fund & Investment Operations (FFIO) as a Contract Negotiator and play a critical role in supporting global derivatives trading for one of the world's leading asset managers. This is an opportunity to work on complex, high-impact agreements and collaborate with top legal and business professionals across the industry. Proficiency in equity derivatives documentation is critical to supporting a rapidly growing and strategically important area within Fidelity's Asset Management business. Key responsibilities include: Negotiate a wide range of trading agreements, including ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs), and Prime Brokerage Agreements. Familiarity with 2002 ISDA Equity Derivatives Definition Ensure documentation meets global regulatory standards (Dodd-Frank, EMIR, MiFID II, etc.). Partner with internal legal, compliance, and AML teams, as well as external counterparties. Identify and escalate legal, credit, and operational risks. Maintain and enhance documentation templates and playbooks. Support fund launches, restructurings, and strategic initiatives by ensuring timely documentation. This includes coordinating with internal stakeholders to assess documentation impacts, manage bespoke requirements, and facilitate readiness for new fund launches, restructurings, and strategic initiatives involving equity derivatives and other sophisticated instruments Drive process and technology improvements to strengthen legal support. Identify and escalate legal, credit, and operational risks The Expertise and Skills You Bring Bachelor's degree required, paralegal/JD beneficial Extensive experience negotiating equity derivatives documentation and related agreements. Strong understanding of equity derivatives products, legal concepts, and global market regulations. Ability to negotiate complex terms, including fallback language, collateral terms, netting provisions, and termination events. Proven ability to manage high-volume negotiations and customized documentation structures. Excellent communication, relationship-building, and problem-solving skills. Ability to thrive autonomously in a fast-paced environment while handling a high volume of work and maintaining attention to detail. Experience implementing process improvements and leveraging technology solutions. Knowledge of regulatory impacts (Dodd-Frank, EMIR, FATCA, MiFID II, FINRA) on derivatives and trading markets. Facilitate legal and regulatory readiness required for fund and client events for international markets and sophisticated products. Act as a liaison with banking relationships on behalf of Fidelity for documentation and regulatory adherence to ensure operational readiness. Ability to build strong relationships externally with industry partners and internally across legal, various product groups, investment services, trading operations, and other operational groups across Asset Management and FFIO Experience negotiating terms with counterparties, including fallback language, collateral terms, netting provisions, and termination events The Team The Global Product Documentation Negotiator will join a team within the Fidelity Fund & Investment Operations division to assist in completing agreements for intricate products. There is focus on growing a more robust legal support function for complex product documentation (including ISDA, Futures & OTC Clearing, futures give up agreements, Cleared Derivative Execution Agreements (CDEA), MSFTA, & Collateral Control Agreements (CCA). #Fidelityalts #FFIOALTS The base salary range for this position is $85,000-171,000 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:Investment Operations
    $85k-171k yearly 1d ago
  • Director, Digital Assets, Financial Crimes Models & Analytics

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 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:Business Analytics and Insights
    $110k-222k yearly 1d ago
  • Sr Analyst, Financial Crimes Digital Asset Surveillance

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Job Description:Sr Analyst, Financial Crimes Digital Asset SurveillanceThe Role Providing leadership and guidance to other surveillance personnel is paramount in this role. In addition, the role also requires candidates to build positive relationships with business partners in the following groups: Fidelity Digital Assets (FDA), Fidelity Personal Investments (FPI), Workplace Participant Services (WPS), National Financial (NF), IWS (Fidelity Institutional Wealth Services), Fidelity Family Office Services (FFOS), FMR Legal, Financial Crimes Compliance Program Office, Investigations, Credit/Market Risk, and others. The Expertise and Skills You Bring College degree or 4+ years of experience in the financial services industry 2+ years of risk related experience Knowledge of digital assets, understanding how wallets work and being able to interpret blockchain transactions Adaptable to an evolving industry Excellent written and presentation skills Ability to handle several tasks in a fast-paced environment Knowledge of Fidelity systems including Green Meadow, FocusPoint, FBSI, XTRAC, CACTUS, FDOT, Salesforce etc. Understanding of financial transactions and trading markets and operations FINRA Series 7 preferred Knowledge and/or prior experience with IWS, NF, FFOS, PI is a plus Previous AML or compliance background Proactively identify areas of high risk exposure and develop efficient and effective solutions to minimize those risks Exercise good judgment and demonstrate outstanding decision making skills to prevent or mitigate risk Passion for collaboration, and building strong working partnerships Ability to balance customer service with sound business judgment Strong time management, prioritization, and organizational skills Proficient PC skills [Microsoft Excel, Microsoft Word, etc.] Understand corporate entity structures and offshore accounts Conduct and coordinate ad-hoc research requests Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Digital Asset Surveillance group within Fidelity Legal Risk and Compliance plays a vital role in helping the firm meet its overall AML obligations through the Bank Secrecy Act. There are thousands of transactions that occur every day across all of Fidelity's business units. The Financial Crimes Surveillance team analyzes these transactions using internal and vendor applications in an effort to detect, stop, and call out suspicious activity. We also review “high risk” customers and entities based on the Customer Due Diligence (CDD) rule from Fincen (Financial Crimes Enforcement Network). Certifications:Category:Compliance 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.
    $69k-93k yearly est. 1d ago
  • Director of Finance

    Huntington San Francisco 4.4company rating

    San Francisco, CA job

    Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: A Career-Defining Opportunity: The Huntington - San Francisco's Living Legacy and Urban Estate on Nob Hill The opening of The Huntington marks the reemergence of a Nob Hill icon, the first luxury hotel debut in San Francisco since 2022 and a defining moment in the city's renaissance. With renewed investment in culture, dining, and hospitality, San Francisco is actively restoring its place on the global stage. For the elite leader, this is a singular invitation to set the global standard for luxury and shape the future of hospitality in one of the world's most storied destinations. At The Huntington, nearly a century of heritage and modern elegance converge in a reimagined urban estate envisioned by a world-class designer. The hotel will stand as San Francisco's cultural connoisseur, offering gracious accommodations, a signature restaurant, and the city's most luxurious spa. To join this landmark opening is to take part in a milestone moment: setting the standard for ultra-luxury hospitality in San Francisco for a new generation.This project is being realized through a partnership between Highgate, a global leader in hospitality management and real estate investment, and Flynn Properties, one of San Francisco's most respected developers. The Director of Finance is responsible for providing consistent leadership in the financial area of the hotel by focusing on the profitability of the business; maintaining accurate and timely financial reporting; ensuring acceptable levels on internal control; ensuring compliance with all federal, state, and local regulations and Highgate Hotels ‘s Standard Operating Procedures; and safeguarding owners/investors assets. Responsibilities: Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of monthly financial statements for the property: cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds. Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels established guidelines. Monitors and controls Hotel's cash flow and operating forecast. Creates annual budgets and monthly variance analysis. Investigates and critiques variances to budget or to prior year and offer practical improvement methodologies to management. Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items. Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives. Complies with Standard Accounting policies and procedures and internal controls for finance and accounting operations Timely reviews and approval of all balance sheet accounts, including monthly bank reconciliation and general ledger account reconciliations. Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records. Successful completion of all internal and external financial audits, including coordination of work with CPA firms and delivering information requested by auditors on a timely basis. Hire, train, supervise and develop staff, including coaching, counseling and discipline. Maintain compliance with Highgate Hotels' standards and regulations to ensure safe and efficient operation of the hotel. Directs or prepares all financial reports in accordance with Highgate Hotels' requirements, meeting various due dates and deadlines, i.e: Weekly: A/R & A/P Aging, Flash Reports, Payroll Reports, Revenue Updates Monthly: Financial Statements, Forecasting KeyStatistics Report, Cash Flow Annual: Budgets, 5-Year Plans, 5-Year Capital Plans Timely interacts with Executive Committee members to assure that property operations are on track and under control at all times. Monitor hotels' compliance in meeting required report deadlines and due dates and react accordingly. Monitor the accurate production of the hotel daily operating report. Executes other special projects and responsibilities as assigned. Qualifications: At least 5 or more years of Hospitality Finance/Accounting experience. Prior Controller or Director of Finance experience, preferably at a premium-branded Hotel. Excellent verbal and written communication skills. Bachelor's degree required preferably in Finance or Accounting. Must supervise 2 or more employees Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems. Salary: $185K-$205K base with huge BONUS and GROWTH potential!
    $185k-205k yearly Auto-Apply 4d ago
  • Human Resources Manager

    Huntington San Francisco 4.4company rating

    San Francisco, CA job

    Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: A Career-Defining Opportunity: The Huntington - San Francisco's Living Legacy and Urban Estate on Nob Hill The opening of The Huntington marks the reemergence of a Nob Hill icon, the first luxury hotel debut in San Francisco since 2022 and a defining moment in the city's renaissance. With renewed investment in culture, dining, and hospitality, San Francisco is actively restoring its place on the global stage. For the elite leader, this is a singular invitation to set the global standard for luxury and shape the future of hospitality in one of the world's most storied destinations. At The Huntington, nearly a century of heritage and modern elegance converge in a reimagined urban estate envisioned by a world-class designer. The hotel will stand as San Francisco's cultural connoisseur, offering gracious accommodations, a signature restaurant, and the city's most luxurious spa. To join this landmark opening is to take part in a milestone moment: setting the standard for ultra-luxury hospitality in San Francisco for a new generation.This project is being realized through a partnership between Highgate, a global leader in hospitality management and real estate investment, and Flynn Properties, one of San Francisco's most respected developers. The Human Resources Manager is responsible for assisting the Director of Human Resources with a variety of Human Resources functions. He/she is also responsible for filling all hourly positions in a timely manner, accurate and timely completion of paperwork, the understanding and enforcement of company policies, and assisting with benefits and workmen's compensation duties. Responsibilities: Administer insurance benefits, calculate billing totals, explain benefits, assist with completion of enrollment forms, and answer questions. Compile review list and distribute to departments. Compile Turnover Report, copy and distribute. Enter payroll information on computer (wage information, changes). Conduct prescreening interviews. Respond to unemployment claims, maintain unemployment logbook. Maintain new hire, termination, transfer and promotion logbook. Audit hours worked in payroll reports for eligibility of benefits. Compile wage surveys. Monitor and maintain Leave of Absence log. Monitor Workman's Compensation claims, complete First Report of Injury and Employers Report of Industrial Injury. Answer questions regarding 401K Plan, vacation and benefits (insured and noninsured). Maintain complimentary room night log, process employee requests. Prepare and place recruitment advertising. Process paperwork for terminating employees. Maintain advertising logbook. Become certified trainer in all Human Resources training modules. Ensure compliance with all HR and related Loss Prevention SOP's. Participate in Highgate Hotel Enrichment Committee. Schedule Highgate Hotel Orientation. Assist in Highgate Hotel Orientation - explain benefits, conduct tour of property. Write articles and take pictures for property newsletter. Assist with special projects; plan employee events (meetings, picnics, parties). Coordinate Travel Reduction Program, write Travel Reduction Plan, conduct yearly transportation survey. Maintain First Aid log. Qualifications: At least 1 year of progressive Human Resources experience in a hotel or a related industry required, ideally within luxury hotel. Previous supervisory responsibility preferred. College course work in related field helpful High school diploma or equivalent required. Long hours sometimes required. Sedentary work - Exerting up to 10 pounds of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management.
    $105k-136k yearly est. Auto-Apply 1d ago
  • SSDLC Risk and Compliance Advisor - Mid Level

    USAA 4.7company rating

    Charlotte, NC job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a motivated and meticulous SSLDC Risk and Compliance Advisor I to join our team supporting technology groups involved in software development, changes, remediations, and outage management. This mid-level role is responsible for ensuring that all processes are performed accurately, in a timely manner, and in strict alignment to industry frameworks and compliance standards from a risk and compliance perspective. Your responsibilities will include monitoring activities, reviewing technical documentation and metrics (such as availability metrics), and ensuring security assessments are performed. While historically the team has focused on IT Operations aspects like configuration management, assessment management, capacity management, service desk, and monitoring, this role will increasingly focus on the Secure Software Development Lifecycle (SSLDC). The ideal candidate will possess experience in risk assessment and compliance monitoring within software development and IT operations environments. You should have a deep understanding of IT operations, coupled with practical experience in software development and secure development lifecycle (SSDLC) practices. An ability to integrate security assessments and compliance requirements seamlessly into the SDLC/SSDLC is needed. Strong analytical skills for reviewing technical documentation, processes, and controls are required, along with a comprehensive awareness of relevant regulatory frameworks including OWASP, NIST 800-53, NIST 800-218, and FFIEC guidelines. Prior experience in large, regulated financial institutions is helpful. Superb communication and teamwork skills are a must. Possession of one or more of the following certifications is highly preferred: CISSP, CISM, or CISA. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Partners with key team members in the business to identify, assess, aggregate and document risk and compliance controls, including risks associated with new or modified products, services, distribution channels, regulations, and third-party operations. Communicates results of risk and compliance work to governance committees, business process owners and various levels of leadership. Contributes to the implementation of new risk and compliance policies, practices, appetites, and solutions to ensure well-rounded understanding and management of risks according to industry standard process. Implements assigned risk or compliance activities in accordance with enterprise policies and procedures. Maintains and expands knowledge of the competitive/regulatory landscape and the company's key challenges. Reviews laws and regulations for business impact and makes proposals for awareness and action. May coordinate and respond to regulatory requirements and requests and ensures the execution of examinations. Performs work on risk and compliance processes that focus on improving strategies, tools, and methodologies to measure, monitor, and report risks. Applies knowledge to assess data and produce analytical insights to understand business objectives, drive business decisions and influence solution strategies. Actively contributes in multi-functional teams to identify, assess, aggregate, and mitigate current and emerging risk events. Contributes to stress test plans for a line of business or the enterprise including the evaluation of results and framing of contingency plans in partnership with key business partners What you have: Bachelor's degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 4 years relevant experience in risk, compliance, legal or audit within the financial services or insurance industry or specialized technical fields directly related to the role. Risk and/or compliance experience in a highly matrixed environment. Knowledge of compliance laws, regulations, and regulatory expectations. An ability to apply regulatory risk and compliance knowledge to consult and provide guidance. An ability to challenge in business or team settings. Work with internal and external partners in a highly collaborative environment. Critical thinking and knowledge of data analysis tools and techniques and decision-making abilities to recommend data-driven solutions. Proactively identifies potential concerns and recommends solutions. Proficiency with Microsoft Office products including Word, Excel, and PowerPoint What sets you apart: Risk Assessment & Compliance in IT/SDLC: Experience in conducting risk assessments and performing compliance monitoring within software development and IT operations environments. IT Operations & Secure Development: Deep understanding of IT operations, coupled with practical experience in software development and secure development lifecycle (SSDLC) practices. Integrated Security & Compliance: Ability to integrate security assessments and compliance requirements seamlessly into the Software Development Lifecycle (SDLC) and Secure Software Development Lifecycle (SSDLC). Technical Documentation Analysis: Strong analytical skills for reviewing technical documentation, processes, and controls. Regulatory Framework Knowledge: Comprehensive awareness of relevant regulatory frameworks, including OWASP, NIST 800-53, NIST 800-218, and FFIEC guidelines. Financial Institution Experience: Prior experience working within large, regulated financial institutions. Security Certifications: Possession of one or more of the following highly preferred certifications: Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), or Certified Information Systems Auditor (CISA). Communication & Collaboration: Superb communication, interpersonal, and collaboration skills. Compensation range: The salary range for this position is: $ 85,040.00 - $162,550.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $85k-162.6k yearly Auto-Apply 2d ago
  • Client Relationship Specialist- Carlsbad, CA

    Charles Schwab 4.8company rating

    Carlsbad, CA job

    Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $48k-60k yearly est. 1d ago
  • Director, Architecture

    Fidelity Investments 4.6company rating

    Boston, MA job

    At Fidelity Brokerage, we are seeking an accomplished Cybersecurity Solutions Architect to support the Brokerage Solution Architecture team in defining secure, end-to-end technology strategy for the retail brokerage customer experience. In this role, you will lead efforts to continuously improve the cybersecurity posture and practices within the Brokerage technology Architecture and Engineering organizations in collaboration with Enterprise cybersecurity efforts. The Expertise You Have An ideal candidate will have a solid cybersecurity background and proven experience building secure, scalable systems within FinTech. The ideal candidate will also have an effective combination of interpersonal and technical skills enabling them to work effectively within large organizations, building relationships and collaborating with architecture, product owners, engineering, QA, and customers to bring new experiences and capabilities to market. The Skills You Bring 7+ years of experience in cybersecurity engineering, developing cybersecurity programs, policies, and guidelines, and implementing mitigating controls within large-scale infrastructure portfolios Proficient in Cloud Architectures, services, and patterns 7+ years of experience in software engineering delivering web and/or desktop applications Experience with DevSecOps and authoring CI/CD automation Deep understanding of well-architected framework implementation: Operational Excellence, Security, Reliability, Performance Efficiency, and Cost optimization Proven leadership in Zero Trust architecture for hybrid and multi-cloud environments Familiarity with secrets management and certificate lifecycle automation Relevant certifications - CISSP, CCSP, ITIL, or equivalent Solid understanding of cryptography controls and enterprise PKI operations Practical use of Infrastructure as Code for secure repeatable builds The base salary range for this position is $126,000-255,000 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
    $126k-255k yearly 4d ago
  • Project Mananger

    Vista Investments, LLC 2.5company rating

    Sacramento, CA job

    🚀 We're hiring a Project Manager to take ownership of high-impact hotel renovation projects - starting with a flagship project in Sacramento. 🛠️ Project Manager (Construction) - Sacramento, CA | Full-Time VISTA Investments is seeking an experienced Project Manager (Construction) to lead renovation and construction projects within our growing hospitality portfolio. You will first lead a flagship renovation project in Sacramento and subsequently manage projects across our wider hotel portfolio. We are a vertically integrated hospitality company specializing in hotel ownership, development, renovation, and management. Our teams collaborate across design, construction oversight, operations, and project execution - allowing us to deliver efficient, design-forward hospitality assets. 🧭 Key Responsibilities Lead and manage renovation and construction projects for hotel properties, starting with a flagship project in Sacramento. Oversee contractors, subcontractors, schedules, budgets, RFIs, change orders, and construction documentation. Coordinate with architects, engineers, designers, brand representatives, and ownership groups. Ensure compliance with building codes, safety regulations, brand standards, and project specifications. Conduct site visits, monitor progress, and proactively resolve delays or issues. Own project budgets, schedules, cost reporting, and vendor invoicing. Maintain clear communication across all project stakeholders. Deliver projects efficiently while minimizing disruption to hotel operations when applicable. 🎯 What We Are Looking For 5+ years of experience in construction project management (hospitality renovation strongly preferred). Solid background in renovation projects, ideally hotels or commercial interiors. Proven ability to manage contractors, budgets, and multiple projects simultaneously. Experience working with architects, engineers, city inspectors, and permitting authorities. Strong understanding of construction sequencing, cost control, and safety processes. Excellent communication and leadership skills. Ability to travel to project sites as needed. Bachelor's degree in Construction Management, Engineering, Architecture, or a related field (preferred). 🌟 Why Join Us Lead a high-impact flagship renovation project in Sacramento. Fast-paced, collaborative environment with direct exposure to senior leadership. Stability of an established hospitality investment and development group. Competitive compensation package Potential for career progression and ongoing project growth across the West Coast. If you are a construction professional looking to take ownership of meaningful hotel renovation projects, we would love to hear from you. 📩 Apply directly or reach out via LinkedIn message for a confidential conversation. #hiring #constructionjobs #projectmanager #sacramentojobs #hotelrenovation #constructionmanagement #hospitalitydevelopment #westcoastjobs
    $109k-141k yearly est. 5d ago
  • Workday Payroll Specialist

    Hale International 3.4company rating

    Houston, TX job

    Workday Payroll Specialist - Up to $160,000 + Bonus - Houston, TX We're working with a Houston-based client that's adding a Workday Payroll Specialist to their team. This role is ideal for someone who's comfortable owning the payroll function end-to-end and who knows their way around the Workday payroll module. Key Responsibilities Be the go-to resource for employees who have questions about their pay. Handle the full payroll cycle from start to finish, ensuring everything runs smoothly and on time. Look for ways to streamline and improve our payroll processes as the team and company grow. Take ownership of all payroll tax duties, including accurate calculations, reporting, and compliance. Work closely with our payroll accounting team to keep information aligned and workflows efficient. Requirements: At least 3 years of hands-on experience working with Workday Payroll. Minimum of 8 years of payroll processing experience, including payroll tax responsibilities. Knowledge and understanding of ADP tax. Someone detail-oriented, approachable, and comfortable working with employees and cross-functional teams - and who can tackle payroll issues with confidence as they arise. This is an excellent opportunity for a seasoned Workday Payroll professional to step into a high-impact role and become a key contributor within a supportive, fast-moving team. With a competitive compensation package and the chance to deepen your expertise in Workday Payroll, this position offers a strong path for growth while allowing you to take responsibility and ownership of the Workday Payroll function.
    $37k-47k yearly est. 5d ago
  • Accounting Manager, Private Client Accounting

    Brown Advisory 4.9company rating

    Brown Advisory job in Norfolk, VA

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking to hire an Accounting Manager for the Private Client Accounting team. The individual who fills this role will be responsible for: leading financial operations for high-net-worth clients, overseeing bookkeeping, reporting, and administrative functions, and managing a group of private client accounting professionals. This role manages a team delivering CFO-level services, ensuring accurate execution of transactions, financial analysis, and reporting. This role also coordinates team activities, maintains client and vendor relationships, and safeguards client assets. The ideal candidate is someone who thrives in a fast-paced environment, embraces change, and proactively solves problems to drive efficiency and client value. The ideal candidate will have the ability to embrace change and adapt in a fast-paced environment, while also proactively focusing on day-to-day activities. The Accounting Manager should be able to identify needs and propose solutions to successfully complete projects on time collaboratively and within a time-constrained environment. They must also enjoy problem solving and the generation of new ideas that drive efficiency and opportunity for the client. Essential Functions/Responsibilities: * Lead daily operations and team management for the Family Office Client Accounting group. * Participate in family office client relationships as member of the team. * Oversee process execution and drive continuous improvements. * Lead onboarding of new clients and support ongoing client relationships. * Manage banking relationships and approve fund flows. * Respond to family and business requests and inquiries. * Oversee banking relationships. * Manage and approve fund flows for client bank accounts. * Review and develop regular reporting tools for clients to understand liquidity and cash flow. * Responsible for oversight of all financial activity, including: reconciling accounts, forecasting cash, and preparing financial statements. * Work closely with tax advisors for document requests and timely payment of tax liability by jurisdiction. Interact with trustees and counsel to facilitate distribution determinations and information flow. * Lend support with various ad-hoc requests (e.g. presentations, tax reports, special projects). Desired Qualifications * 7+ years of relevant experience, including 3+ years in management. * CPA required; Master's degree preferred. * Bachelor's Degree in Accounting, Finance or Corporate Finance (Masters - Post Graduate degrees - strongly preferred). * Background in partnership accounting or tax, ideally with family office or investment firms. * Proficient in QuickBooks, Excel, and Salesforce. * Strong analytical, communication, and leadership skills. * High attention to detail, sound judgment, and discretion. * Client-focused, adaptable, and solutions-oriented. * Experience with process improvement and team development. * Comfortable handling both accounting and broader family office services. * Ability to work in an office 5 days (Norfolk, Baltimore, or Washington DC) * Ability to travel domestically between office locations on a frequent basis. Competencies: This person must: * Be a self-starter and a confident individual. * Act with integrity (handle confidential information with utmost discretion, trust own judgment when "alarm bells" go off, etc.). * Analyze data effectively & make recommendations that incorporate both the results of the analysis along with the preferences of the owners. * Take a solution-oriented approach; solve problems by recommending strategies that will serve the client's needs and best interests over the long term. * Drive continuous improvement; be innovative and creative, always striving to improve efficiency and quality of services. * Possess exceptional interpersonal and communication skills, both verbal and written. * Exhibit accountability and ownership. * Be client centric-always have the client's objectives in mind. * Apply a disciplined approach (be organized, thorough and have good follow-through skills). * Foster effective teams and be a proven leader (managing and developing junior professionals). * Be flexible and demonstrate resiliency in a high demand environment. Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $135-150k. DC Salary: $148-165k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $148k-165k yearly Auto-Apply 59d ago

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