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Fidelity Investments jobs in Bethesda, MD - 34 jobs

  • Relationship Manager - Bethesda, MD

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Bethesda, MD

    Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * 1-3 years in financial services with an emphasis in providing an excellent customer experience * Planning experience and knowledge of financial markets and products * Strong social skills and the ability to deliver highly personalized service to each client * Ability to find success in a dynamic, deadline driven, and detailed compliance environment * Ability to think creatively and be comfortable making decisions with the support of your team * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind. The Skills You Bring * You are able to facilitate setting targeted appointments that improve engagement with clients * You are client oriented and bring great perspective on financial planning * You have a vested interest in being an advocate for your clients * You are professional with a polished communication style compatible with high net worth clientele * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * You are key to the Fidelity relationship strategy * Deepening client relationships through long term mentorship * Collaborating with the Relationship Manager team company wide * Being responsible for the client contact strategy * Building long-lasting meaningful relationships with clients The base salary range for this position is $61,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Relationship Management
    $61k-80k yearly 20d ago
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  • Investment Consultant - Washington, DC

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Washington, DC

    Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales
    $59k-74k yearly 26d ago
  • Senior Fixed Income Strategy Leader

    Janus Henderson Global Investors 4.8company rating

    Washington, DC job

    A leading investment firm in Washington is seeking a strategic business partner to enhance growth in specific asset classes. The ideal candidate will support product planning, drive client engagement, and travel extensively within the market. This role demands strong investment knowledge, profound business acumen, and excellent client communication skills. The firm offers competitive compensation with a salary range of $190,000-$200,000 and a variety of benefits including hybrid working options and professional development support. #J-18808-Ljbffr
    $190k-200k yearly 2d ago
  • Director, Investment Strategist - Fixed Income

    Janus Henderson Global Investors 4.8company rating

    Washington, DC job

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world‑class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity Supports strategic growth of an asset class, region or client channel Drives growth & business planning of pre‑agreed products in region/channel in partnership with sales team and Client Portfolio Manager (CPM) owners Understands investment process and macro content to drive growth across broad set of products Servers as an asset class expert with technical skills, bringing Portfolio Construction Strategy (PCS) elements to the fore; and serve as an important aide to their Distribution partners Works closely with CPMs and Product Specialists to refine product expertise and ensure awareness of product performance and drivers Drive new sales through extensive travel in market Significant client prospecting Carry out other duties as assigned What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Complimentary subscription to Headspace - the mindfulness app Corporate membership to ClassPass and other health and well‑being benefits Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours Must have skills Business / Commercial Acumen - able to proactively develop clear objectives backed by data, understanding any problems that may prevent them being achieved and a way to overcome them Executive Presence - able to interact with advisors and company executives at all levels Client Skills - able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently Investment Knowledge - deep understanding of specific asset class and/or region, including the impact of macro environment Data Assessment - able to use market data to inform business decisions and client communications Partnership - able to partner with CPM, Product Specialists and Distribution teams, able to listen and communicate effectively for different audiences to build trust Agility - able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams Travel - role will require substantial travel within markets which may be as much as 60% Nice to have skills CFA or CIMA preferred Supervisory responsibilities No Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses Compensation information The base salary range for this position is $190,000-$200,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-SW1 #LI-Hybrid Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors 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 veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. #J-18808-Ljbffr
    $190k-200k yearly 2d ago
  • UAS Operator

    Blackrock Strategy LLC 4.4company rating

    Washington, DC job

    Job Description UAS Operator About Blackrock Strategy Blackrock Strategy LLC delivers cutting-edge solutions to national security challenges through advanced technology, operational expertise, and rapid deployment. Our teams support critical missions worldwide-where precision, agility, and innovation matter most. We value field-proven skills, independent judgment, and mission-first focus. Position Location: Indianapolis Metro Region; Huntsville, AL; Clarksville/Fort Campbell Area Position Summary: UAS Operators at Blackrock Strategy plan, coordinate, and execute unmanned flight operations to support acceleration of emerging technologies and rapid fielding of new systems to warfighters in the Department of Defense. Activities include planning unmanned system missions, supporting assessment of technologies, coordinating exceptions to policy and other documentation related to experimental flight, integrating platforms and payloads, and other duties as required and assigned. Position Employment Type: Full-Time Position Travel: This position will require frequent travel, which may include deployment to remote, austere OCONUS operational locations. Position Compensation: Competitive base pay, deployment bonuses, per diem and covered travel. Company Benefits: Full package including employee health insurance, dental insurance, and vision insurance; 401(k) with matching contributions; paid time off; and reimbursement for relevant education and training. Position Summary Blackrock Strategy seeks to hire a Deployable UAS Operator to support real-world test, training, and operational missions using primarily Group 1-3 UAS platforms. The ideal candidate will be highly proficient with systems like Mission Planner and ArduPilot, and will be ready to execute flight operations in dynamic and often austere environments. This is a hands-on, field-oriented role for individuals who thrive in high-tempo, high-consequence missions requiring disciplined initiative, high trust, and commitment. Candidates will work tuning systems in the field, launching aircraft, troubleshooting in real time, and helping government partners solve hard problems with unmanned platforms and attack systems. Key Responsibilities Operate unmanned aircraft systems in support of test, training, and operational events Plan and execute UAS missions using Mission Planner, including waypoint control, diagnostics, and telemetry Configure and tune ArduPilot-based flight systems; conduct firmware updates and field calibration Conduct pre-mission planning, airspace deconfliction, policy review, and risk assessments Perform pre-flight, in-flight, and post-flight checks and document system performance Troubleshoot aircraft subsystems, ground control stations, and RF links in field conditions Coordinate with airspace managers, range control, and customer mission leads Maintain full deployment readiness and support up to approximately 180 days of CONUS/OCONUS travel annually Required Qualifications Minimum 2 years of UAS operations experience (military or commercial) Proficiency with ArduPilot flight stacks and Mission Planner software Familiarity with Group 1-3 platforms FAA Part 107 Remote Pilot Certificate or eligibility to obtain Ability to pass deployment medical screening and meet physical travel requirements U.S. Citizenship is required Ability to receive up to a TOP SECRET security clearance with access to secure compartmentalized information (SCI) Preferred Qualifications Prior military UAS operations experience (e.g., 15W, 7314, or aviation-related MOS/AFSC) Experience supporting Department of Defense operations, R&D, test, or fielding efforts Knowledge of RF communication systems, EO/IR payloads, and mobile ground control system integration Bachelor's degree in field related to advanced technology or unmanned systems. Experience operating in range environments or restricted airspace Active DoD SECRET (with ability to receive TOP SECRET/SCI clearance) or TOP SECRET clearance Our work is at the forefront of what is possible to rapidly field military technologies. We look forward to exploring your fit for our team. We have a unique mission set-our team comprises good people with excellent technical skills and character attributes. Our company rigorously screens, assesses, selects, and trains candidates with technical competence and the following key skills and attributes: Self-confidence: strong sense of one's self-worth and capabilities, tempered by professional humility Adaptability: the ability to constructively deal with objective ambiguity and rapidly learn, un-learn, and re-learn as missions require. Temperament: awareness of one's own perspectives, coupled with the ability to see and adjust to the perspectives of others. Perspective-taking: the ability to stand back and see a situation from different perspectives simultaneously; strongly related to cognitive flexibility. Problem solving: the ability to "see" an operational problem (situational awareness), analyze it, and develop or find ways to deal with it. Conceptual capacity: putting together coherent abstract and concrete plans. Communications: advanced proficiency will all forms of communication including negotiation skills, conflict resolution skills, persuasion skills, and collaboration skills. We put people in the field who make a difference to do work that matters. Join us. Blackrock Strategy is a federal contractor and an Equal Opportunity Employer. We are committed to a workplace free from discrimination and actively recruit, employ, and advance qualified individuals regardless of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, protected veteran status, disability, or any other protected status in accordance with applicable federal, state, and local laws. Blackrock Strategy also takes affirmative action to employ and advance veterans and individuals with disabilities in accordance with the Vietnam Era Veterans' Readjustment Assistance Act (VEVRAA) and Section 503 of the Rehabilitation Act of 1973. If you need a reasonable accommodation during the application or hiring process, please contact our Human Resources department at ************.
    $60k-80k yearly est. 12d ago
  • Financial Representative - Rockville, MD

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Rockville, MD

    Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service
    $45k-70k yearly 53d ago
  • 2026 Summer Internship Program - AMERS

    Blackrock 4.4company rating

    Washington, DC job

    **Region** Americas **Countries** Canada, United States **Cities** Atlanta, Boston, Chicago, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Summer Internship Program **Job description** Our Summer Internship Program is a nine-week internship taking place June through August. This program is designed to provide students with a challenging, meaningful and supportive internship experience that replicates, as closely as possible, the experience of being a full-time BlackRock Analyst. The program begins with an orientation that offers a thorough overview of the firm and the opportunity to hear from a number of senior leaders. Following orientation, interns receive on-the-job training and are given day-to-day responsibilities to contribute to their teams throughout the summer. Programming also features a speaker series, mentoring and various networking opportunities, including activities with our employee networks. If you enjoy this program, you should explore our Full-Time Analyst Program, which you can consider applying to after your internship. **Who can apply:** Undergraduate or master's students graduating between September 2026 and July 2027. **Important:** Candidates can apply for **only one program** (e.g., Summer Internship Program **or** Quantitative Master's Internship Program) and **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Salary Range (hourly rate)** Client & Product Functions $38.46 - $55.25 Corporate & Strategic Functions $38.46 - $48.07 Investment $38.46 - $56.49 Operations $36.05 - $56.49 Technology $43.26 - $56.49 **For Florida, Georgia, Illinois, Massachusetts, New Jersey, Washington state, and Washington DC, only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Salary Range (hourly rate)** Client & Product Functions $36.05 - $48.07 Corporate & Strategic Functions $36.05 - $45.67 Investment $36.05 - $54.08 Operations $33.65 - $54.08 Technology $38.46 - $54.08 **For Montreal and Toronto only:** The salary ranges for these positions are below (in CAD). Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Area** **Salary Range (hourly rate)** Client & Product Functions $38.82 - $45.67
    $33.7-54.1 hourly 60d+ ago
  • RFP Specialist

    Franklin Resources 4.8company rating

    Baltimore, MD job

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! What is the Global Client Proposal Solutions team responsible for? The Global Client Proposal Solutions (GCPS) Team is responsible for completing Requests for Proposal (RFPs) and other new business or client-related questionnaires which accurately and favorably represent the organization, and its investment products and services, to prospective clients and their advisers. As an RFP Specialist, you will have responsibility for completing RFPs, RFIs, Due Diligence Questionnaires (DDQs), and other external client-related requests. This role works closely with Sales, Content Management, Product, Compliance, Legal, and other internal business partners to deliver accurate, persuasive, and compelling responses by the deadline. What are the ongoing responsibilities of an RFP Specialist? Proposal Development & Delivery * Assists with completion of RFPs, RFIs, DDQs and surveys. * Develops understanding of external clients and their requirements, our investment products, and distribution and product management priorities. * Analyze requests to determine scope, Subject Matter Expert (SME) outreach requirements, and prioritizes own workload to adhere to the project timeline, highlighting any challenges or resource constraints in advance. Cross-Functional Collaboration * Ensures all appropriate approval/review steps have been completed and documented for each submission, with input from other RFP team members, Product Management team and the Distribution team. * Partner with internal stakeholders to gather data, resolve gaps, and align messaging with business priorities. * Build and maintain effective working relationships with colleagues and business partners. Quality Assurance & Process Improvement * Maintain high standards for clarity, accuracy, and formatting across all materials, ensuring consistency with best practice guidelines, meeting client requirements, and accurately position the organization and products. * Support the update of existing content, distinguishing between opportunity-specific customization and generic content. * Leverage and embrace AI-enabled writing, review, and workflow tools to create efficiencies, enhance quality, and accelerate delivery. What ideal qualifications would help someone to be successful? * Bachelor's degree or equivalent experience. * 3+ years' experience writing RFPs within the Asset Management industry. * Excellent project management and organization skills, able to manage multiple tasks and meet tight deadlines. * Strong working knowledge of MS Word, Excel, PowerPoint, and SharePoint. * First-rate verbal and written communication skills, plus strong proofreading skills. * Excellent research and analysis skills, thorough in following issues to a successful conclusion. * Meticulous attention to detail across all aspects of data, language and grammar, and general layout and presentation. * Ability to interact effectively and professionally at all levels of seniority and across multiple cultures. * Flexible and adaptable, ability to adjust to changes in workflow and succeed in a fast-paced, deadline-driven environment. * Broad product knowledge across equity, fixed income, real estate and alternatives (or experience/education to develop this knowledge quickly) is highly desired. Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000 - $93,000, depending on location and level of relevant experience, plus discretionary bonus. #ASSOCIATE #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $75k-93k yearly Auto-Apply 3d ago
  • 2026 Full-Time Analyst Program - AMERS

    Blackrock 4.4company rating

    Washington, DC job

    **Region** Americas **Countries** Canada, Mexico, United States **Cities** Atlanta, Boston, Chicago, Mexico City, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Analyst Program **Job description** The Full-Time Analyst Program is for candidates who have graduated or will be graduating with a bachelor's or master's degree between September 2025 and July 2026. Our Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's mission, principles and purpose. The program begins with an orientation to learn about our purpose, business and strategic priorities - all while gaining insights into the day-to-day life of an Analyst at BlackRock. Following orientation, Analysts join their teams and stay connected with colleagues across the globe through ongoing training and professional development. This program offers Analysts the chance to have a lasting impact on the firm and contribute to our greater collective purpose of helping more and more people experience financial well-being. **Who can apply:** Undergraduate or master's students graduating between September 2025 through July 2026. **Important:** Candidates can apply for **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application for this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $80,000-$115,000 Corporate & Strategic Functions $80,000-$100,000 Investment $80,000-$117,500 Operations $75,000-$117,500 Technology $90,000-$117,500 **For Washington state only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $75,000-$100,000 Corporate & Strategic Functions $75,000-$95,000 Investment $75,000-$112,500 Operations $70,000-$112,500 Technology $80,000-$112,500 Additionally, employees are eligible for an annual discretionary bonus, and benefits (************************************************************************ including health care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department, and individual performance.
    $90k-117.5k yearly 60d+ ago
  • Government Relations Vice President

    Nomura 4.8company rating

    Washington, DC job

    Corporate Title: Vice President Department: Legal/Public Affairs The base pay range for this position at commencement of employment is expected to be between $170K and $190K/year* Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit *************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Department overview: The Americas Public Policy and Government Affairs office is based in Washington, DC and represents the company's interests before the U.S. government (Congress, executive offices, and agencies), Washington-based embassies of foreign countries and key third parties (trade associations, think tanks and non-governmental organizations). The office also provides timely internal and external communications on public-policy and political developments that impact the company and peer financial institutions, financial markets and the economy. Role Description / Areas of responsibility: * Monitor and analyze legislative, regulatory, and political developments impacting the financial services industry. * Summarize congressional committee hearings, floor actions, regulatory proposals, and trade association meetings. * Draft weekly legislative and regulatory updates, presentations, and memos. * Assist team with arranging, coordinating, and preparing for meetings on the Hill, at federal agencies, and with other stakeholders. * Assist the Head of Public Affairs Americas and senior executives by keeping them informed on emerging issues, escalating items where appropriate. * Assist in developing strategic plans on regulatory priorities (in the areas of banking, markets and consumer laws and regulations), including the creation and delivery of a platform for regulatory policy applicable to Nomura. * Serve as a liaison between Nomura and federal banking agencies and markets regulators their policymakers on regulatory policy issues. * Act as a liaison between Nomura and key third parties (trade associations, think tanks and non-governmental organizations) on regulatory policy issues. * Work collaboratively with internal partners (notably in Legal, Treasury, Finance, Risk, and Compliance) and external contacts to drive policy discussion and execution related to priorities. * Represent Nomura on regulatory policy issues in for a involving the official sector and other standard-setters, as well as trade associations, third-party groups and other stakeholders. Key contribution areas critical to success: * Strong communication skills (written and verbal) and experience engaging with senior business managers and policymakers in an efficient and effective way. * Ability to establish and contribute to a public policy platform, including determining priorities, developing strategic plans, executing and communicating in a fast-paced environment. Skills, experience, qualifications and knowledge required * 4-year college degree * 2 + years' experience to include any combination of congressional staff work, executive or independent financial regulatory agency employment, trade association, or in-house experience. * Highly organized, detail-oriented and structured, but able to take initiative, exercise decisiveness, and work in a fast-moving environment. * Experience working within a highly regulated environment along with a deep understanding of the current environment and key issues within financial services. * Able to analyze and assess impact of complex legislation/regulation and identify key issues against institutional policy priorities and objectives, with an ability to adapt and creatively engage in a changing environment. * Ability to interact in a professional way with clients, senior executives and government officials. Desirable * A demonstrated interest in US public policy, global macro political issues, bilateral relationship between Japan and the US, economic issues, financial regulatory policy, interest in regional public policy issues impacting Asia, EMEA, emerging markets and other areas where Nomura has an interest. Nomura Leadership Behaviors Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Washington DC
    $170k-190k yearly 60d+ ago
  • Director, Liquidity Risk Management

    Franklin Templeton 4.8company rating

    Baltimore, MD job

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! This HYBRID position requires being on-site in our Baltimore, Ft Lauderdale or Boston office 3 days per week. We are unable to offer visa sponsorship/transfer for this position. What is the Investment Risk Team responsible for? The Investment Risk Team's primary function is to provide the second line of defense for Investment Risk. What are the ongoing responsibilities of a Director, Liquidity Risk Management? This position sits within the Liquidity Risk team and will be responsible for duties that include identifying, measuring, monitoring, and addressing risks related to liquidity risk. The role includes providing strategic direction, working with different stakeholders, and overseeing the liquidity risk management program to ensure compliance with regulatory standards and delivery of risk consulting services. Build the strategic vision for the Liquidity Risk team and refine it as business priorities evolve. Provide Liquidity Risk oversight and management across various key asset classes including alternatives Document FT standards and procedures for monitoring and testing performed by liquidity risk teams. Provide regular back testing of vendor provided liquidity assessments and develop the FT internal liquidity model ensuring assessments reflect the view of IRM Produce regular liquidity risk reports that aggregate and present the results of independent reviews to senior management Prepare for and assist with coordination of regulatory reviews and responses. Engage with key stakeholders (CIOs, CRO) to understand business needs and communicate the team's strategic vision effectively. Represent Investment Risk within various FT committees, providing strategic direction and oversight of investment risk efforts Work effectively with other functions to develop meeting agendas, prepare materials, and document outcomes. Prioritize the technology initiatives related to liquidity risk and lead modernization efforts. Liaise with other functions, including Operations, Legal and Compliance to ensure full coverage of counterparty and credit risk matters. Create and run standard reports and queries, as well as design, develop, test, automate, and launch new dashboards and reporting solutions across the Regulatory Risk team. What ideal qualifications, skills and experience would help someone to be successful? Bachelor's degree in Finance, Computer Science, Mathematics, or other quantitative discipline CFA or FRM designation preferred Experience within a credit risk function will be an advantage 10+ years relevant work experience REQUIRED in the Mutual Fund/Financial Services Industry Comfortable with SEC regulatory framework (Rule 22e-4, etc) Strong verbal and written communications skills Strong attention to details and excellent analytical skills Ability to work independently, perform mathematical calculations/analysis and to exercise independent judgment consistent with department guidelines Ability to organize and prioritize workflow and to coordinate the work of others Ability to accurately proofread documents and work under pressure, and the ability to perform multiple tasks in a fast-paced, team environment What technology skill sets are critical to the success of this role? Experience in programming languages, preferably VBA or R/Python, Power BI, Tableau, or other data visualization tools Experience in SQL experience for data extraction, manipulation, and analyses, including complex joins Experience using financial/risk application/software, Bloomberg LQA, MSCI Barra Risk Model, FactSet, Aladdin Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $175,000 - $220,000, depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $175k-220k yearly Auto-Apply 60d+ ago
  • Director, Congressional Affairs - US Advocacy

    The Vanguard Group 4.6company rating

    Washington, DC job

    Vanguard's Global Public Policy (GPP) function is responsible for managing Vanguard's policymaker relationships and driving our investor-focused policy agenda through advocacy, policy expertise, data-driven thought leadership, and analysis. This position on GPP's Advocacy team will have the opportunity to join a dynamic team built to improve the reach and impact of Vanguard's advocacy efforts, serving as a public policy expert for Vanguard and contributing to the strategic direction of the Global Public Policy agenda. The Director, Congressional Affairs reports to the Head of U.S. Advocacy and is located in Washington, D.C. The candidate will be responsible for representing Vanguard before Congress in a nonpartisan manner on a variety of issue areas with policymakers in both parties, including on financial services, tax, and retirement policy. Ideal candidates will demonstrate the ability to maintain, create, and broaden effective working relationships with congressional policymakers and staff, relevant outside groups, and key internal Vanguard leaders. What You'll Do Maintain and build a credible, nonpartisan voice on behalf of Vanguard with policymakers in both parties. Demonstrate an ability to influence agendas leveraging relationships, substantive public policy knowledge, and procedure. Advocate for Vanguard's policy positions, interests, and the health of the enterprise. Develop sophisticated strategies and implement effective tactics to create and advance Vanguard's public policy agenda. Assess and recommend strategies to protect and advocate for the interests of Vanguard and its shareholders. Evaluate information based on expert understanding of public policy implications, Vanguard's operating model and business areas, and best practices in communicating with and influencing congressional officials. Help manage Vanguard's strategic engagement with policymakers. Maintain strong working relationships with key governmental entities, professional and industry trade associations, consultants, thought leaders, and internal stakeholders to understand their approach on areas of focus. Help prepare data-based collateral for external meetings as well as briefing materials for senior Vanguard leaders, including the CEO and President, among others. Stay abreast of political and policy developments. Provide periodic updates to internal and external audiences. Execute effective and timely communication with the business and other stakeholders. Serve as a trusted expert to consult with business leaders on potential impacts. Help manage and execute the day-to-day strategy for Vanguard's Political Action Committee. Coordinate with the broader Global Public Policy team on issues and advocacy, as appropriate. Required to register as a lobbyist for Vanguard. What it Takes Minimum of five years related work experience. Government relations and/or congressional experience required. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred but not required. Knowledge of congressional procedure and relevant public policy issues, particularly related to asset management, financial services generally, retirement, and tax policy, required. Excellent verbal and written communications skills, and the ability to communicate complex concepts to a wide range of internal and external stakeholders. Excellent interpersonal skills and a proven ability to work productively in a communicative, dynamic, and team-oriented work environment. Strong political acumen and the ability to grasp complex issues and work collaboratively. Demonstrated ability to work across political parties and ideologies. Strong relationship management skills. Ability to work quickly and independently. Attentive to detail and sensitive to deadlines. NOTE: This role will be a hybrid role working 2 days per week from home and 3 days per week in our Washington, DC office location. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
    $116k-151k yearly est. Auto-Apply 35d ago
  • Talent Acquisition Partner

    Franklin Resources 4.8company rating

    Baltimore, MD job

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! Talent Acquisition Partner - Front Office and Technology Global Talent Acquisition (GTA) is hiring a Talent Partner to support our front office and technology teams. GTA leads programs and strategies that create a competitive advantage through the acquisition of high‑caliber talent. How You Will Add Value Core Responsibilities: * Build collaborative partnerships with hiring managers, assessing hiring needs and conducting research to create innovative sourcing strategies and candidate pipelines. * Proactively source, recruit and hire qualified candidates across multiple sites and all levels. * Manage agency partnerships, ensuring alignment and delivery of hiring goals. * Identify and troubleshoot challenges within the recruiting process, collaborating with partners for timely solutions. * Recommend and implement process/service improvements that enhance the hiring experience. Strategic Responsibilities: * Proactively define and implement recruiting strategies with a consultative approach to support the Distribution and Investment Management functions. * Influence and drive business outcomes through recruitment activities. * Maintain a deep understanding of the business and industry to shape cohesive, actionable recruiting strategies. * Leverage market intelligence and data to advise on hiring decisions and set realistic expectations. What Will Help You Be Successful * 7+ years of progressive recruiting experience in a corporate or agency environment. * Experience recruiting for Investment Management and/or Sales preferred. * Proven success recruiting technology talent across diverse technical disciplines preferred. * Demonstrated ability to craft and deliver complex offers. * Strong stakeholder management experience, with the ability to consult at all levels. * Experience managing high-touch executive-level search and selection processes. * Ability to travel on occasion to meet with clients and attend recruitment events. * Strong business acumen needed to understand business environment and structure. * Strong verbal and written communication skills including cold calling and networking. Technical Skills: * Experience with applicant tracking systems (i.e. Workday). * Expertise in search engines, social networks, and other search tools. * Experience with AI-driven tools to enhance sourcing, screening, market insights, and recruiting workflow. This is a hybrid role that can be based out of any of the following office locations: St. Petersburg, FL; Baltimore, MD; Boston, MA; New York, NY; Stamford, CT. Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $100,000 - $125,000, depending on location and level of relevant experience, plus discretionary bonus. #LI-US #Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $100k-125k yearly Auto-Apply 1d ago
  • IT Audit - Manager

    Franklin Templeton 4.8company rating

    Baltimore, MD job

    At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton's Internal Audit group delivers independent, risk-based assurance and advisory services that protect and enhance organizational value. The team leads global audits across investment, technology and corporate functions, and is recognized for its expertise digital assets, AI, and blockchain. Internal Audit fosters a collaborative, future-focused culture where professionals work across regions and disciplines. Team members benefit from structured mentoring, continuous learning, and exposure to strategic initiatives. The department values open communication, innovation, and alignment with business goals-making it a dynamic place to grow and contribute. How You Will Add Value You will plan and execute IT and special projects. You will assess control environments and identify risks and inefficiencies. You will finalize audits and lead exit meetings. You will draft and review audit reports. You will engage with IT and investment stakeholders You will manage co-source partner and coordinate with compliance teams. You will report to Board and Audit Committees. You will liaise with external auditors and regulators. What Will Help You Be Successful in This Role Experience, Education & Certifications Bachelor's Degree in IT, Business, or related field. 8+ years of technology experience, preferably with audit/compliance or NIST cyber security framework experience. 4+ years in a leadership role. Certifications such as CISSP, CISA, CCSP, CRISC, CET, CPA, CIA, CA, CFE, CCNA, CEH, CISM or similar. Experience in the asset management industry (investment management, investment products, or distribution), including familiarity with investment management technology platforms (e.g., BlackRock's Aladdin, SimCorp, Charles River IMS) Knowledge of asset management regulations. Proven ability to conduct assurance and advisory reviews. Technical Skills Expertise in cybersecurity, blockchain, databases, and cloud platforms. Proficiency in Tableau, Power BI, or similar tools. Soft Skills Adaptability to change and innovation. Strong results orientation and independence. Strategic thinking and stakeholder collaboration. Clear communication and problem-solving. Effective influencing and decision making. Ability to simplify complex technical concepts. Sound judgment and autonomy. Work Schedule & Location Position is Hybrid May be located in Baltimore, MD, Boston, MA, Rancho Cordova, CA or St. Petersburg, FL Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $140,000.00 - $180,000.00, depending on location and level of relevant experience, plus discretionary bonus. #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Learning and Education Assistance Program (LEAP) Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $140k-180k yearly Auto-Apply 60d+ ago
  • Product Management Director

    Franklin Resources 4.8company rating

    Baltimore, MD job

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! Franklin Templeton US Product & Specialty Sales is seeking an exceptional candidate to join the team as a Product Management Director within the US Product Management, Governance and Implementation team. This role involves collaborating across various teams to manage the lifecycle of US products, ensuring competitive, profitable, and client-focused solutions. US Product Management, Governance and Implementation serves as product subject matter experts within US Distribution, demonstrating a deep understanding of the assigned product range, firm's overall investment capabilities and specific products. The team manages the lifecycle of the US product lineup ensuring success through competitive and profitable solutions that meet client expectations and deliver on objectives and outcomes. What is the Product Management Director responsible for? This individual will collaborate with US Distribution, investment managers, and other key business functions to manage retail products sold in the US with a focus on comingled funds such as mutual funds and variable insurance funds and an emphasis on fixed income. What are the ongoing responsibilities of a Product Management Director? Product Range Management * Lead efforts with investment teams and distribution leaders to assess, make recommendations and manage assigned product range to ensure the competitiveness of existing products; make recommendations to modify product features and pricing, and/or to merge or liquidate * Collaborate with US Product Strategy and others within Franklin Templeton to identify gaps within the existing product range and define the product management roadmap for US Distribution, ensuring it meets both current market demands and long-term strategic goals * Work with US Product Management, Governance & Implementation, investment teams and others in US Distribution to ensure timely and successful delivery of USD's product strategy, including rationalization * Identify, evaluate and communicate current and emerging regulatory and market trends and determine potential implications to products within the assigned product range Product Structuring & Pricing * Apply product and investment expertise of assigned product range and regulatory regime to identify product gaps and recommend proposals to modify product features and pricing, and/or to merge or liquidate products. * Gather feedback and input from US Distribution and internal partners, including legal, compliance, finance and investment management to develop product proposals. * Routinely review pricing for assigned product range, including as part of the annual 15c contract renewal process, to ensure that products remain competitively priced within the US while providing acceptable profitability levels to Franklin Templeton Product Positioning & Sales Support * Analyze product characteristics and industry data to develop cross investment team product positioning including data-driven proof points, market trends, and product attributes, driven by and in collaboration with investment teams for assigned product range; articulate product positioning relative to competitors to US Distribution and US Marketing * Support US Distribution by researching and providing answers to questions related to product management lifecycle for assigned product range (e.g., pricing, timing of product changes, launches, mergers, and closures). * Act as the primary internal resource for the assigned product range by providing leadership in representing product to investment teams and other business partners for US Distribution initiatives. Leadership * Oversee day-to-day efforts of product management team members for assigned product range, leading by example, and managing overall US Distribution needs, business priorities and team resources What ideal qualifications, skills and experience would help someone to be successful? * Bachelor's Degree required; CFA or MBA preferred * 15+ years in investment management/financial services * 10+ years in product management/investment specialist roles * Series 7 & 63 required * Strong understanding of the 1940 Act regulatory requirements * Excellent knowledge of markets, products, and investment processes with an emphasis on fixed income * Strong demonstrated ability to accurately curate and analyze data from Morningstar Direct, SimFund, Lipper and other relevant sources * Attention to detail, organizational skills, and ability to manage multiple projects * Strong interpersonal, communication, and presentation skills * Exceptional relationship management and collaboration skills * Ability to solve complex problems independently and direct team efforts * Highly motivated and a self-starter Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $155,700 - $212,000, depending on location and level of relevant experience. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $155.7k-212k yearly Auto-Apply 3d ago
  • Planning Consultant - Rockville, MD

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Rockville, MD

    Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers The base salary range for this position is $70,000 - $105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Relationship Management
    $70k-105k yearly 26d ago
  • Director, Investment Strategist - Fixed Income

    Janus Henderson Investors 4.8company rating

    Washington, DC job

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity + Supports strategic growth of an asset class, region or client channel + Drives growth & business planning of pre-agreed products in region/channel in partnership with sales team and Client Portfolio Manager (CPM) owners + Understands investment process and macro content to drive growth across broad set of products + Servers as an asset class expert with technical skills, bringing Portfolio Construction Strategy (PCS) elements to the fore; and serve as an important aide to their Distribution partners + Works closely with CPMs and Product Specialists to refine product expertise and ensure awareness of product performance and drivers + Drive new sales through extensive travel in market + Significant client prospecting + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Business / Commercial Acumen - able to proactively develop clear objectives backed by data, understanding any problems that may prevent them being achieved and a way to overcome them + Executive Presence - able to interact with advisors and company executives at all levels + Client Skills - able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently + Investment Knowledge - deep understanding of specific asset class and/or region, including the impact of macro environment + Data Assessment - able to use market data to inform business decisions and client communications + Partnership - able to partner with CPM, Product Specialists and Distribution teams, able to listen and communicate effectively for different audiences to build trust + Agility - able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams + Travel - role will require substantial travel within markets which may be as much as 60% Nice to have skills + CFA or CIMA preferred Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $190,000-$200,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-SW1 #LI-Hybrid Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors 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 veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
    $190k-200k yearly 6d ago
  • Program Manager

    Franklin Templeton 4.8company rating

    Baltimore, MD job

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! This is a HYBRID position with 3 days per week in our BALTIMORE office. We are unable to provide visa sponsorship/transfer for this position. About the Department The Technology and Operations PMO drives enterprise-wide initiatives that enable Franklin Templeton to achieve its strategic vision. Our team partners with business units across Sales, Marketing, Operations, and Technology to deliver impactful solutions. Working here means joining a collaborative, global group committed to innovation and continuous improvement. You'll gain exposure to complex projects, diverse stakeholders, and opportunities to grow your Program Management and Agile expertise. The Program Manager position is responsible for orchestrating the strategic planning, design, and delivery of one of Franklin Templeton's strategic programs with digital, data, and human touchpoints. This role drives enterprise-wide alignment and change management to enhance sales productivity, client engagement, and operational excellence through technology modernization, process simplification, and adoption of unified tools and insights. As part of the program, the Program Manager leads large-scale, cross-functional initiatives to create a cohesive, insight-driven sales ecosystem that empowers sales teams and client partners with integrated platforms, standardized workflows, and actionable data. How You Will Add Value You will shape and oversee the Program roadmap, ensuring alignment with enterprise strategy, business leadership priorities, and global client engagement objectives including: Defining measurable outcomes to improve sales productivity, client experience, and operational efficiency. Serving as an advisor and strategic partner to business and technology executives helping to translate business objectives into unified experience strategies You will lead the execution of large, complex initiatives that span multiple regions and functions, ensuring high-quality delivery within scope, budget, and schedule. You will drive governance processes, stakeholder engagement, and executive reporting to ensure transparency and accountability across business, technology, and operations teams. You will serve as the primary liaison between Business, Technology, and Enterprise Change Management for unified experience delivery partnering with Product Owners, Technology, and Business Sponsors to ensure projects meet defined business value and adoption targets. You will identify and mitigate risks, manage interdependencies across portfolios, and adapt strategies as necessary to maintain delivery momentum. You will develop and execute targeted communication and engagement plans to sustain awareness and momentum throughout the program lifecycle. What Will Help You Be Successful in This Role Bachelor's degree required; Master's degree preferred. Minimum 8+ years of experience in program management, digital transformation, or enterprise change leadership. Proven experience leading global, multi-functional programs with significant change impact (preferably in financial services, asset management, or fintech). Excellent communication, influencing, and relationship management skills across global teams and executive levels. Demonstrated ability to manage large-scale budgets, teams, and dependencies. Project Management Professional (PMP) - PMI preferred. Agile and/or SAFE certification preferred. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the salary range for this position to range between $175,000 - $195,000, depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $175k-195k yearly Auto-Apply 23d ago
  • UX/UI Senior Analyst

    Franklin Resources 4.8company rating

    Baltimore, MD job

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton's Digital Assets Technology team builds secure, scalable solutions for tokenizing mutual fund shares using blockchain. Our work enables global, 24/7 trading and supports platforms for retail and institutional investors, along with internal tools for customer support. We collaborate across teams to enhance our platform and expand internationally. The FIRST group at Franklin Templeton is a strategic innovation hub that unites teams focused on cutting-edge investment solutions, fintech development, digital assets, and client engagement. It serves as a central platform for coordinating firm-wide innovation efforts, linking research with execution, and fostering partnerships across the financial ecosystem. How You Will Add Value Core Responsibilities * You will assist in defining, designing, and implementing solutions for existing applications. * You will streamline workflows through user consultation. * You will assist with the requirements, design, and solutioning of interfaces and features. * You will support users by resolving technical issues. * You will collaborate with team members to solve problems. * You will contribute to technical meetings and solution planning. Strategic Responsibilities * You will clarify business requirements with project teams. * You will understand application modules and data models. * You will coordinate and document application changes. * You will prepare and execute system tests. * You will support user acceptance testing and issue resolution. * You will generate reports on application metrics. Team & Collaboration * You will work with architects and system engineers on development projects. * You will partner with key resources to ensure test coverage. * You will collaborate with product, support, and UX teams. * You will refine requirements with key project stakeholders. * You will design scalable, high-performance software components. What Will Help You Be Successful in This Role Experience, Education & Certifications * Bachelor's degree or equivalent. * 6-10 years in systems analysis or technical projects. * Experience with managing small-mid scale IT projects. * Familiarity with system development lifecycles particularly agile methodologies. * Experience with system testing. * Financial services or mutual fund experience is preferred. * 5+ Years User Experience & Product Design experience for complex institutional and consumer financial services applications. * 5+ Years User Research Experience and understanding of user research methodologies. Technical Skills * Expert knowledge of Figma and design systems * Understanding of desktop, web, client/server, and mainframe systems. * Awareness of industry standards and platform architecture. * Experience with SQL queries is a plus. * Knowledge of blockchain, tokenized funds, and digital assets is a plus. Soft Skills * Strong communication and time management. * Professional presence and collaboration. * Problem-solving and decision-making skills. * Strong analytical skills and attention to detail. * Ability to manage multiple tasks in a global team. * Flexibility in dynamic environments. Why Join Us? Be part of a pioneering team at Franklin Templeton that is shaping the future of finance through blockchain innovation. You'll work alongside top technologists and strategists to deliver impactful solutions in a collaborative and forward-thinking environment. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary range for this position to be $100,000-$130,000 depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $100k-130k yearly Auto-Apply 3d ago
  • Product Manager, Digital Assets

    Franklin Resources 4.8company rating

    Baltimore, MD job

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the Role: Franklin Templeton's Digital Assets Technology group is seeking a dynamic and results-driven Product Manager. The Product Manager will oversee and drive the planning, execution, and delivery of strategic initiatives related to products and platforms within the rapidly evolving digital asset ecosystems. This role will focus on bridging traditional finance and blockchain-enabled investment solutions, developing products that leverage tokenization, distributed ledger technology (DLT), and other digital asset innovations to enhance client outcomes and operational efficiency. This role requires a unique blend of financial services experience, emerging technology fluency, and disciplined project management. This role is ideal for a seasoned project leader with a passion for emerging technologies and a proven ability to manage complex, cross-functional programs in a fast-paced environment with a changing regulatory landscape. What are the ongoing responsibilities of the Product Manager? * Product Strategy and Development: Manage end-to-end product lifecycle from concept to launch for digital assets and blockchain based investment products and platforms. * Stakeholder Engagement: Serve as the central liaison and SME between executive sponsors and collaborate with technology, product, operations, compliance, and business teams to align project goals with organizational strategy. * Strategic Program Management: Create, lead, define and maintain product roadmaps, milestones, deliverables, and performance metrics. * Risk & Issue Management: Work with legal and compliance to ensure adherence to evolving global digital asset and securities regulations and identify project risks and dependencies early, develop mitigation strategies, and escalate critical issues as needed. * Documentation & Reporting: Maintain project documentation, dashboards, and status reports for internal and external stakeholders. * Market Analysis and Innovation: Monitor digital asset market trends, competitor offerings, and emerging technologies to inform strategic decision-making. * What ideal qualifications would help someone be successful? * Bachelor's Degree in Business, finance or related field; or 10 years of demonstrated work experience * 5+ years of experience in product management, preferably in financial services or technology domains. * Demonstrated experience with digital asset products, tokenization, blockchain infrastructure, or DLT-based platforms. * Understanding institutional-grade digital custody, AML/KYC processes, and regulatory considerations related to digital assets (e.g., SEC, FINRA, MiCA). * Understanding Agile/SCRUM methodologies and tools (e.g., Jira, Confluence, Azure DevOps). * Excellent communication, leadership, and organizational skills. * Comfortable working in fast-paced, evolving environments with emerging technologies. * Proven ability to translate complex technical and regulatory concepts into business opportunities. Preferred Qualifications: * PMP, PMI-ACP, or Scrum Master certification. * Experience with product development in tokenized funds, digital asset trading, or on-chain fund administration. * Knowledge of DeFi concepts, Web3 infrastructure, and interoperability protocols. * Familiarity with regulatory frameworks related to digital assets and financial technology. Why Join Us? Be part of a pioneering team at Franklin Templeton that is shaping the future of finance through blockchain innovation. You'll work alongside top technologists and strategists to deliver impactful solutions in a collaborative and forward-thinking environment. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $122,000- $166,000 depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $122k-166k yearly Auto-Apply 3d ago

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