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Fidelity Investments jobs in Dallas, TX - 179 jobs

  • Vice President, Architecture

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Roanoke, TX

    Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities. The Expertise and Skills You Bring 15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers. You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps. You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure. You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems. You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement. You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services. You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities. You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution. You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure. You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. The Value You Deliver Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $140k-285k yearly 6d ago
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  • Principal, HashiCorp Vault Expert

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Roanoke, TX

    In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $68k-87k yearly est. 6d ago
  • Senior AI Application Security Pentester

    The Vanguard Group 4.6company rating

    Dallas, TX job

    Core Responsibilities Lead AI Security Assessments: Design and execute penetration tests targeting AI applications, LLM integrations, and machine learning workflows. Identify Vulnerabilities: Conduct adversarial testing, model robustness evaluations, and risk analyses to uncover weaknesses in AI architectures, training data, and deployment environments. Collaborate Across Teams: Work closely with engineering and data science teams to implement secure development practices and mitigate AI-specific risks. Develop Best Practices: Establish security standards for AI systems, update policies, and recommend enhancements to address emerging threats. Ensure Compliance: Validate adherence to ethical, regulatory, and industry standards for AI security. Stay Ahead of Trends: Act as a subject matter expert on AI security, monitoring evolving threats and technologies. Support Broader Security Initiatives: Participate in enterprise-wide security assessments, risk analyses, and contingency planning for critical systems. Qualifications Experience: Minimum 8 years in IT security, application security, or penetration testing, with hands-on experience in AI/ML environments preferred. Education: Undergraduate degree in a related field or equivalent combination of training and experience. Certifications: Preferred credentials include CISSP, GPEN, GWAPT, CEH, or similar. Technical Skills: Strong knowledge of penetration testing methodologies and tools. Familiarity with AI/ML frameworks, adversarial attack techniques, and model security. Understanding of secure coding practices and cloud environments. 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.
    $101k-124k yearly est. Auto-Apply 53d ago
  • Administrative Officer

    UBS 4.5company rating

    Plano, TX job

    Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an admin officer to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5+ of relevant management experience in branch operations, within a leading financial institution * series 7, 66 and 9/10 * known for your ability to work well in partnership * motivated, self-directed and driven * skilled at creating a positive business culture About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $70k-115k yearly est. 11d ago
  • BUSA Service Transformation Analyst

    UBS 4.5company rating

    Dallas, TX job

    Your role This role will operate in the capacity of a service transformation analyst, focusing on centralizing servicing across BUSA products. The individual will be responsible for supporting the design and implementation of service strategies, developing service models, and collaborating with cross-functional teams to enhance client service experiences. This role will also involve data analysis, market segmentation recommendations, and the development of client interaction models. We're looking for a BUSA Service Transformation Analyst to: * Support the design of the service strategy to deliver exceptional client service across the banking life cycle, including account opening, new products, and post-origination service experiences * Develop a bespoke service model to centralize banking services, ensuring clients can receive assistance for any UBS BUSA product from a single point of contact * Create a multi-channel service and support strategy to enhance client accessibility and convenience * Collaborate with cross-functional teams to gather necessary input and feedback for the BUSA Service Transformation delivery * Support the development of comprehensive recommendations on market segmentation that align with current business and service practices while enabling future go-to-market strategies * Develop client service coverage models that cater to both wealth management clients and bank-only clients * Establish interaction models between clients and various teams, including sales, service, and product specialists, to streamline communication and service delivery * Engage in data collection, draw insights from analysis, and develop compelling, synthesized recommendations to inform strategic decisions Detailed salary information: * Weehawken: the salary range for this role is $105000 to $130000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * A university degree or 2+ years of equivalent experience in service strategy, general strategy, or management consulting * Experience in financial services for 2+ years * Knowledge and passion for growth strategy, service team structure, and operations excellence * Excellent problem-solving and analytical skills, attention to detail, and project management capabilities * Proficiency in Microsoft Excel, PowerPoint, and PowerBI * Strong communication skills, both verbal and written * Ability to work effectively within a highly collaborative team setting * Highly organized with a willingness to remain responsive * Experience in Agile environments About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $105k-130k yearly 10d ago
  • Lead, Data Analytics and Quality Insights

    Fidelity Investments Inc. 4.6company rating

    Fidelity Investments Inc. job in Westlake, TX

    The Role The primary purpose of your role is to provide analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable. As part of your role, you will consider all aspects of people, process and technology as you analyze and synthesize data from a variety of sources, document processes and issues, offer new and innovative solutions and implement improvements that deliver business value The Expertise and Skills You Bring A bachelor's degree with 5+ years of experience in analyzing data, developing reporting capabilities, and delivering insights to inform business decisions This includes data-driven proactive risk identification, automation of manual processes, and providing high-quality data analysis Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.) Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.). Knowledge of Robotic Process Automation (RPA) Blue Prism, Business Intelligence etc. Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering. You have a penchant for problem solving, are detail‑oriented and can think analytically, commitment to continuous improvement with a growth mindset. You are intellectually curious, take initiative, love learning new skills and sharing that knowledge with others. Leadership: You are a self-starter and are willing to challenge the status quo, try new things, and work independently Information Gathering: You know how to creatively collect information from a wide variety of sources. You can take large amounts of information, narrow it down and identify the critical pieces Analysis & Synthesis: You know how to analyze and synthesize information, you can provide fundamental business insights from the information that is not obvious to others and leads to actionable, improvement recommendations Process Modeling: You have the ability to (or willingness to quickly learn how to) facilitate and document process mapping sessions that identify issues, foster creating innovative solutions and enable implementing future designs that significantly improve process quality Problem Solving: You are comfortable with ambiguity and can simplify complex problems and provide creative, practical solutions Communication: You communicate effectively to foster transparency and collaboration; you can build solid relationships with professionals within an organization and become a trusted business partner Technical Proficiency: You also have a strong ability to learn new tools, applications, and systems quickly Collect and analyze quality and operational control data, synthesize findings; formulate and present recommendations Producing actionable oversight reporting for leaders Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities Process Improvement and Project Support Create process maps that are a means to an end - realizing significant business results Develop and revise processes, procedures, presentations and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style and terminology Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring the implementation and recommending refinements Professional Engagement Continuously improving one's own skills and competencies to become a respected partner across the organization: striving to always be better Developing and maintaining relationships to foster alignment, collaboration and the sharing of best practices The Team Fidelity Charitable is a public charity that sponsors the largest national donor‑advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor‑advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising 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. #J-18808-Ljbffr
    $78k-100k yearly est. 3d ago
  • Real Estate Asset Analyst - Commercial

    UBS 4.5company rating

    Dallas, TX job

    Your role Are you a real estate expert with strong negotiation skills? Have you got a track record in maximizing portfolio performance? Do you want to be part of formulating and implementing our strategies? We're looking for a detail-oriented Real Estate Analyst to: * provide analytical and asset management support on a portfolio of approximately 12 to 16 Commercial and Industrial investment properties. Key functions include: * financial analysis, including monitoring asset operating performance against business plans and tracking key property-level financials; * maintain and update ARGUS Enterprise models quarterly, incorporating leasing activity, market data, and capital forecasts; * support the asset managers in the preparation and accuracy of reports including Hold/Sells analyses, update Valuation Reviews, and Internal Forecasts; * participate in discussions with third-party brokers to evaluate market conditions and leasing activity; * support the asset manager in preparing investment proposals and throughout execution phases of lease transactions. Perform lease analyses, including NPV, IRR, payback, and net effective rent calculations; * Support the asset manager in the planning and execution of property capital projects; * support the asset manager in the development of the property level annual operating budget and business plan, including expected leasing activity, income/expense review and capital planning. * assist in the monitoring of development projects by analyzing and processing construction draw requests, review of tenant build-out improvement packages, strategy discussions with partners, and internal stake-holders; * conduct research and provide support for broader real estate team initiatives, portfolio strategy discussions, and operational improvements; * assist and participate in the evaluation of property performance relative to competition and the objectives established in the annual operating plan (i.e. market repositioning, development of tenant retention programs, management of lease expirations, management of capital improvements); * assist in due diligence of potential acquisitions including expense analysis, lease and underwriting review, and cash flow modeling; * assist in property dispositions, including analysis of potential sales price, interaction with sales brokers and preparation of internal Investment Committee brief; * occasional travel to assigned properties; * opportunity to engage in Property Technology (Prop-Tech), Income Innovation projects and Sustainability initiatives with exposure to senior leadership; * opportunity to attend industry conferences on behalf of the firm or with senior leaders to creatively develop/expand new partnership and vendor relationships; * assist and lead special assignments as needed to support the Asset Management team. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 3+ years of hands-on experience in commercial real estate, preferably in Asset Management, Acquisitions, or Underwriting; strong understanding of time value of money and discounted cash flow analysis; * BS degree in business, finance, economics, or real estate desired; * expert level proficiency in Word, Excel, and Argus Enterprise; * strong analytical and quantitative reasoning skills; * strong oral and written communication skills; * time management/organizational skills including ability to prioritize work to consistently meet deadlines; * visual software experience highly desired; skills around data or financial management highly encouraged with Power BI/Tableau, RealPage & VTS software and other similar software; * negotiation, organizational, and time management skills; * team building - ability to develop good working relationship with others. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $70k-106k yearly est. 11d ago
  • Director, Risk

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Westlake, TX

    The Role Director, Asset Management Risk - Resiliency & Operational Risk Strategy A strategic leadership role shaping the resiliency, governance, and risk posture of Fidelity's global Asset Management organization. We are seeking a Director of Asset Management Risk to lead a critical and highly visible function responsible for advancing the resiliency, continuity, and operational risk capabilities across Fidelity's Asset Management (AM) business. This is a unique opportunity for a seasoned risk leader to influence enterprise‑wide strategy, elevate risk maturity, and guide the organization through a complex and rapidly evolving risk landscape. In this role, you will bring thought leadership, strategic insight, and strong collaboration skills to help the organization anticipate risks, strengthen controls, and enhance preparedness for business and technology disruptions. You'll work across trading, technology, operations, investment teams, and enterprise partners-positioning this role at the center of AM's operational and strategic ecosystem. The Opportunity As Director, you will: * Set direction for AM's resiliency and continuity strategy, ensuring alignment with enterprise standards while tailoring approaches to the unique needs of our global investment business. * Provide senior‑level risk advisory support on assessments, governance, issue escalation, program enhancements, and emerging threat analysis. * Lead a disciplined approach to continuity planning, crisis readiness, and recovery strategy, ensuring AM is positioned to operate effectively during and after disruptive events. * Oversee testing and validation of AM's technology and vendor resiliency programs, partnering closely with Fidelity's enterprise technology teams. * Direct the review and governance of information barriers and control frameworks across business units. * Drive a data‑driven approach to risk identification and decision‑making through automated workflows, dashboards, predictive analytics, and leading risk indicators. * Represent AM Risk in enterprise working groups, governance forums, and key senior‑leadership discussions. This role offers substantial exposure to senior executives, opportunities to influence enterprise risk posture, and the ability to shape the long‑term resiliency and operational strategy for the Asset Management business. What Makes This Role Exciting * Enterprise Impact: Your strategies will directly influence how Asset Management prepares for, responds to, and recovers from operational and technology risks. * Strategic Leadership: You'll shape the future of resiliency practices and advance AM's operational risk maturity. * Cross‑Functional Influence: You'll work across the entire business-trading, technology, operations, investments, data analytics, compliance, and enterprise partners. * Innovation Opportunity: Drive adoption of advanced analytics, automation, and modern resiliency engineering practices, including cloud‑based (AWS) resiliency. * Executive Visibility: Present insights, recommendations, and risk intelligence to senior leaders across AM and the enterprise. * Career Acceleration: This role positions you as a trusted advisor, thought leader, and enterprise‑wide influencer in a domain that is increasingly critical to financial services. The Expertise You Bring * Bachelor's degree preferred * Extensive experience in operational risk, business resiliency, technology risk, or related leadership roles * Strong command of data analysis * Deep understanding of continuity planning, technology recovery, and cloud resiliency practices * Experience advising senior leaders and influencing risk‑related decisions * Familiarity with Asset Management or Investment Management tech and operations The Skills You Bring * Proven leadership experience driving risk or resiliency programs at scale * Ability to translate complex risks into actionable insights for senior leaders * Excellence in executive‑level communication, presentation, and stakeholder engagement * Ability to build consensus and influence across diverse business and tech teams * Strong project and program management discipline * Demonstrated ability to design metrics, dashboards, and leading indicators that inform strategic decisions * Strong judgment, critical thinking, and problem‑solving skills in time‑sensitive environments Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk provides strategic direction and risk intelligence to leaders across Fidelity's AM business. We proactively identify, analyze, and monitor risks to safeguard the interests of the firm, clients, and associates. By partnering with business and technology leaders, we strengthen controls, streamline processes, and elevate the resiliency and stability of the organization. As a director on our team, you will play a key leadership role in driving a more resilient and risk‑aware Asset Management organization. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Risk
    $110k-222k yearly 9d ago
  • Vice President, Associate General Counsel

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Westlake, TX

    The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Legal
    $140k-285k yearly 1d ago
  • Director, Communication Consultant

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Westlake, TX

    As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity's Financial Wellness and Education offerings. The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets. The Expertise We Are Looking For * Experience in employee benefits communications and/or financial services preferred * Client consultation experience * 5+ years creating communication strategies * FINRA Series 7 and 63 licenses preferred (or required within 90 days) The Purpose of Your Role The purpose of the role is to drive participant engagement with Fidelity's wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs. Job Responsibilities * Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services * Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements * Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps * Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution * Communicate operational updates to participants such as fund or fee changes * Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals * Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches * Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need * Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications * Measure and report successes/opportunities based on the results of our communications * Estimate cost of projects and bill for our services (when applicable) Skills We Seek * Highly organized * Ability to work independently or collaboratively based on the circumstances * Creative problem solving * Strong attention to detail * Ability to juggle multiple, competing priorities * Active and effective listening skills * Data driven mindset * Curiosity and the desire to learn * Executive presence with the ability to present a variety of topics with confidence * Team player who is willing to help the broader organization * Ability to influence client direction and decisions * Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers * Ability to travel up to 25% of the time How Your Work Impacts the Organization Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity's vendors. Note: Fidelity will not provide immigration sponsorship for this position Certifications: Category: Communication 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.
    $61k-83k yearly est. 3d ago
  • Inbound Sales Consultant - TX

    The Vanguard Group 4.6company rating

    Dallas, TX job

    Advance your career and our mission At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. In this role, you will: Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives. Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs. Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business. Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale. Make success accessible to everyone Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action. What it takes Undergraduate degree or equivalent combination of training and experience. Minimum of one-year related work experience. Sales experience preferred. This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date Ability to deliver an exceptional investor experience. Ability to consistently drive strong sales outcomes. Ability to manage internal relationships with key business partners to complete the sale. Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking. Excellent oral and written communication skills. Strong problem-solving and time management skills. Comfort with phone and digital channels in which clients engage with Vanguard. Contact center experience preferred. Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. The salary range for this position is $60,000-$75,000. 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.
    $60k-75k yearly Auto-Apply 60d+ ago
  • Registered Client Associate

    UBS 4.5company rating

    Plano, TX job

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to Financial Advisors. You'll: - keep management systems up-to-date with client information - educate clients on account services and capabilities - help with the preparation of reports and other materials for client meetings - collect the right documentation for opening new accounts and service requests - plan team marketing events and maintain marketing materials - provide the team with a detailed calendar of activities Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise You have: - a high school diploma - client service experience - series 7 and 66 licenses You are: - an excellent communicator, with solid interpersonal skills - detail oriented (nothing gets past you) - proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $44k-76k yearly est. 31d ago
  • Application Threat Modeler, Specialist

    The Vanguard Group 4.6company rating

    Dallas, TX job

    Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across Vanguard leaders and crew drive faster, stronger, risk-informed decisions. Within GR&S, the Enterprise Security and Fraud (ES&F) sub-division is responsible for the global protection of Vanguard crew, property, data, and client assets. We are the trusted advisors that protect the pride of Vanguard with state-of-the-art security and fraud capabilities. We are a world-class destination of highly engaged, passionate, and diverse talent expected to continuously learn and develop in an ever-changing security landscape. Our crew are our greatest resource - by joining our team you will build collaborative long-term relationships and enjoy a suite of benefits that includes comprehensive health and wellness care, work-life balance, and an investment in your future at its core. Core Responsibilities 1. Demonstrates knowledge, skills, and ability to conduct formal incident investigations, lead advanced incident handling scenarios including internal and external data breaches, abnormal network and host activity, and assess risk derived from a platform or data-lake. 2. Mentor junior level analysts and assist when needed. 3. Provide support for escalated Incident Ticket resolution 4. Designs and implements cyber security and operations procedures, tasks and reports. Identifies process gaps and recommends solutions to improve workflow and mitigate risk. 5. Serves as a security expert in application development, database design, network, and/or platform (operating system) efforts, helping security project teams comply with enterprise and IT security policies, industry regulations, and best practices. 6. Participates in special projects and performs other duties as assigned. Qualifications 7+ years experience in a cyber security, cyber investigations, cyber threat intelligence, or combination of these three roles. Undergraduate degree in Technical discipline, Computer Science or related field required. Graduate degree preferred. CISSP 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.
    $87k-117k yearly est. Auto-Apply 18d ago
  • Industrial Sewing Specialist

    Morningstar Recruitment 4.5company rating

    Denton, TX job

    Sewing Specialists ALL SHIFTS AVAILABLE Are you a Sewing Specialist that would be excited to join a company that is helping to launch humanity into a new era of space exploration. MorningStar's client is a precision aerospace part manufacturer that is extremely technology driven. Are you someone with industrial sewing experience that is looking for a refreshing employee-owned company to join, where everyone's contribution counts significantly and everyone pulls together to help each other succeed? Maybe you have been in the designer clothing / film set industry with costume design or the automotive industry working on industrial sewing machines. This could be a great change for you. If you are excited about aerospace and using your talents to promote excellent workmanship in this industry, let's chat! Are you a patient person who has an ability to teach others your expert industrial sewing skills? Our client is seeking a master of technical hand and machine sewing who thrives on meticulousness and craftsmanship. You'll be part of an elite, cutting-edge team, working with confidential, non-conventional materials to create the critical components that power rockets into space. This is your chance to make a direct impact on missions that will shape the world for generations. MorningStar's client is an ESOP company, and this means they promote a solid culture with synergistic teams! Great benefits and collaboration! POSITION SUMMARY Our client is seeking highly skilled and meticulous Industrial Sewing Specialist with the highest level of competency in walking foot sewing. The successful candidate will be responsible for the precise, complex assembly and specialized fabrication of critical components for aerospace and other high-performance applications, where people's lives rely on high-quality production. This role demands exceptional attention to detail, a strong commitment to quality, and strict adherence to safety and regulatory standards, including the ability to make heavy impactful decisions in a short amount of time. Additional PREFERRED Qualifications/Skills : Unwavering commitment to elevating quality standards and spearheading continuous improvement initiatives within a high-stakes manufacturing setting Exceptional attention to detail and an unyielding commitment to precision and accuracy in all facets of fabrication and documentation. Proven track record of superior job performance complemented by advanced communication skills, essential for fostering a collaborative team environment and effectively contributing to critical soft goods programs. Exceptional proficiency in industrial sewing machine operation and a comprehensive understanding of material fabrication are paramount for excelling in this position All applicants must be eligible to work on military contracts.
    $65k-91k yearly est. 57d ago
  • Senior Engineer, TypeScript

    The Vanguard Group 4.6company rating

    Dallas, TX job

    Senior TypeScript Engineer, Wealth Management The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth Management industry, be a trusted partner to our most profitable clients and their families, and give them the best long-term outcomes. The Wealth Management offer is designed to meet these clients' complex wealth management and estate planning needs, so they can leave a legacy that fulfills their purpose in the world. In this exciting opportunity as a Senior TypeScript Engineer in the Advice & Wealth Management Technology sub-division, you will guide a team to deliver solutions which drive desired business outcomes within the context of building APIs and micro-frontends as part of Wealth Management. Additional Information: Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and other senior technical leaders. Provide senior-level expertise for developing web applications and applying Site Reliability Engineering practices. Use Continuous Delivery pipelines and AWS technologies. Develop automated tests for functional, performance, and security testing. Provide thought leadership at the team and program level. Communicate technical information with both technical and non-technical audiences. Provide oversight and mentoring to the IT team. Qualifications: Undergraduate degree in a related field or the equivalent combination of training and experience. 5+ years of technical experience. Senior level experience with TypeScript. Experience building and maintaining AWS infrastructure. Strong, demonstrated analysis and problem-solving skills. Proficient with DevOps concepts, tools and continuous delivery pipelines. Demonstrated ability to mentor others. Willingness and enthusiasm for learning and experimenting with new technologies, tools and processes. Nice to have experience: Angular. Jest. Eslint. Bootstrap. Axios. @aws-sdk. Express. 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.
    $102k-126k yearly est. Auto-Apply 60d+ ago
  • Vice President, Network Operations

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Westlake, TX

    2088639 Vice President, Network Operations Note: Fidelity will not provide sponsorship for this role. The Role The Fidelity Enterprise Infrastructure and Operations (EI&O) Datacenter and Network team is seeking a seasoned technology executive with deep expertise in network operations. This individual will play a critical role in shaping and leading the operational strategy for Fidelity's global network, ensuring resilience, scalability, and efficiency across a complex enterprise environment. This role is accountable for establishing and executing a network operating model that emphasizes observability, automation-driven operational procedures, disciplined ITSM practices, and proactive issue mitigation. The leader will collaborate closely with network engineering teams to manage operational readiness for all changes and enhancements, while fostering strong partnerships across geographically diverse teams. Success in this role requires not only technical excellence but also the ability to provide innovative thought leadership and drive transformation at scale. Key priorities include delivering best-in-class incident management through tiered support and automated remediation, implementing robust observability with predictive analytics across all network layers, and overseeing service introduction for new capabilities and enhancements. Additionally, the role demands exceptional communication skills to clearly articulate complex issues, inspire critical thinking and action, and challenge the status quo by leading operating model changes that improve quality, stability, and efficiency. The Expertise You Have and The Skills You Bring * 15+ years of experience in enterprise operations and IT networking field * Experience operating and supporting large-scale multivendor network environments * Experience with network monitoring, troubleshooting and observability * Experience with technology lifecycle management, vulnerability management and industry best practices * Experience with enterprise IT service management platforms and ITIL * Experience with Lean / Agile based technology delivery teams * Capable of partnering with and influencing individuals at all organizational levels * Experience and knowledge in building strategies and a vision for implementing improvements. * Experience supporting cloud-based networking technologies * Strong problem solving, critical thinking, and analytical reasoning skills * Ability to partner and collaborate with other technical leadership and their teams * Strong leadership and communication skills including the ability to influence other teams, build associate development plans, coach and mentor others * Ability to lead root cause analysis (RCA) to prevent recurrences and identify potential technology, training or process remediation * Candidate should have experience with IP networking (LAN/WAN, SDWAN, MPLS), network security, traffic management, DDI, proxies, infrastructure automation (Python, Ansible), and network monitoring tools. Certifications: Category: Information Technology 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.
    $78k-104k yearly est. 9d ago
  • Business Analyst Consultant - FIA Data Product & Governance team

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Westlake, TX

    The Role As a Business Analyst Consultant on the FIA Data Product and Governance team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. In this role, you will focus on data distribution, aggregation, and analysis for the FIA business. You will play a critical role in helping to analyze report impacts based on source data and format changes and support data governance, quality assurance, and compliance initiatives. You will lean into your growth mindset to stay current with emerging cloud technologies and analytics trends and create dashboards, reports, and visualizations to communicate insights to stakeholders. The Expertise and Skills You Bring * Bachelor's degree with 5-8 years of experience * Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements. * Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. * Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle. * Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met. * Working knowledge on SQL, to perform basic querying and analyzing data (e.g., Oracle, Postgres, Snowflake). * Knowledge and understanding of reporting and dashboard tools (e.g., PowerBI, Tableau.) * Foundational understanding of Cloud & related technologies (Cloud Practitioner certification a plus) * Strong execution background with the ability to multi-task and prioritize for efficiency and business need. * Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve. * Effectively translate business needs into technical requirements for developers and designers. * Ability to break a Jira story down into small components, understand the underlying purpose and be able to test. * Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise. * Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business. * Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results. * Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. The Team You will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency. In this role you will partner with a variety of key stakeholders including other Teams withing the Platform Area, Wealth Digital Experience, Fidelity Insurance Agency (FIA), Fidelity Insurance Group (FIG), and Brokerage and enterprise partners. Note: Fidelity will not provide immigration sponsorship for this position Certifications: Category: Product Management 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.
    $75k-96k yearly est. 30d ago
  • Senior Executive Assistant

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Westlake, TX

    The Role This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams. The Expertise and Skills You Bring * A bachelor's degree is preferred, or secretarial certificate with related work experience. * 3+ years of relevant experience preferably in a professional office environment. * Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity. * Ability to be proactive and communicate effectively with all levels of Fidelity. * Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly. * Experience with driving process improvements and demonstrate creativity in solving issues. * You have unrivaled attention to detail and consistent delivery of the highest quality of work. * Strong collaboration skills and enjoy working with a diverse and high performing team. * Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses. * Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed. * Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed. * Communicating as liaison with other internal departments. * Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials. * Provide support for onsite visits and events in coordination with aligned teams. * Knowledge Librarian for internal user procedure documents. * Perform project related duties as needed. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Administration 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.
    $70k-97k yearly est. 7d ago
  • Vice President of Accounting - VC Fund Administration

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Westlake, TX

    Join Fidelity Private Shares and become a key part of the team that is tackling the real-world complexity of back-office operations for venture capital fund administration. We are building a platform to deliver seamless, accurate, and expert fund administration services that empower our VC clients to focus on what they do best: investing. The Role Fidelity is seeking a Vice President of Accounting to help define a new product offering and serve VC clients in their fund accounting and administration. The ideal candidate will have a start-up mentality with an interest in building a digital-forward solution for fund administration, an expertise in VC Fund Accounting with excellent client engagement. You'll be responsible for a range of fund administration activities, including: * Complete accounting activities for funds of venture capital clients. This is inclusive of close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles. * Lead and manage client engagements, acting as the primary point of contact for clients, and ensuring high-quality service delivery. * Consult on the innovation of building a new, digital-forward solution for fund administration, showcasing a start-up mentality and experience in working closely with product development. The Expertise and Skills You Bring * 8-12+ years of fund accounting experience in venture capital. Experience working at a fund administrator is required * Deep venture capital industry experience and a strong background in partnership accounting. * Experience with Limited Partnership Agreements and LLC Operating Agreements including interpretations of key LPA provisions and applications in practice. Experience and understanding of traditional close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles. * A deep understanding of US GAAP and the calculations and related journal entries associated with key fund transactions including management fees, syndication costs, organization costs, fund expenses, investment transactions, and capital activity. * Proficiency and experience building financial statements and familiarity with common annual financial statement footnotes * An understanding of tax as to the annual K-1 reporting process and common deadlines. * Experience working in Allvue is a plus. * Possess strong client and relationship management skills to drive outcomes and meet customer needs * Operational mindset with a strong focus on building repeatable, scalable processes * Excellent written and verbal communications skills * Skilled at building relationships at all levels of the organization * Comfort with ambiguity; self-starter and entrepreneurial; inclusive attitude Note: Fidelity will not provide immigration sponsorship for this position. The Team We are Fidelity Labs, Fidelity Investments' in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life-building from scratch, adapting quickly, and moon-shot ambition-with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com. The base salary range for this position is $118,000-226,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Operations
    $69k-93k yearly est. 3d ago
  • Principal Systems Analyst

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Westlake, TX

    The Role The Principal Systems Analyst will be the main liaison between our business, product, and development teams. You will take business requirements and turn them into workable tasks. You will be part of a highly collaborative, multi-functional and geographically distributed scrum teams. You will be responsible for providing leadership on complex systems analysis for projects as well as playing an influential role with our business partners to develop recommendations that address critical business needs and opportunities. You will have responsibility for release management coordination and participate in scaling ceremonies and activities as you manage interdependencies across squads. You will examine and drive team performance through metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. The Expertise and Skills You Bring * Bachelor's degree with 9+ years business or systems analysis experience and systems development * Experience with JIRA, Confluence, and SharePoint * At least 5 years of experience working in an agile environment * Familiarity with Enterprise Content Management (ECM) principles, CMIS standards, and document management best practices preferred * Excellent written and oral communication skills, allowing you to interview Business partners to understand project objectives, use cases and requirements * Strong analytical skills, enabling you to research, document and review existing systems and recommend designs for achieving requirements for self-contained projects within a larger program * Proficiency in assisting in the writing of user requirements and all the supporting documentation * Background in workflow analysis preferred * Ability to diagram business processes and system workflows * Expertise in conveying technical concepts with internal customers, technical team members, and/or other technical contributors across the organization * Willingness to actively participate in defining project scope/backlog, while recommending solutions to project issues * Possess an analytical and consulting approach - able to ask engaging questions to help tease out requirements details and technical implementation options * Dedicated and highly motivated with the ability to quickly grasp new technologies and business concepts * Experience helping the team to remove impediments and facilitate agile ceremonies such as the daily scrum, sprint planning, backlog refinement and retrospectives. using Atlassian Stack (Jira, Confluence, etc.) and collaboration tools * Experience working with Squad Leader and Scrum Teams to maintain the Product and Sprint backlog * You are adaptable, and comfortable working in a fast-past environment with constant changes The Team The WI Operations Modernization Chapter consists of a team of technologists and BPM experts, dedicated to modernizing and transforming the systems that run Fidelity Workplace Investing's operations. We focus on building cloud-based applications to modernize legacy software that run our operations and support the transformation of our workflows to a modern BPM platform. Certifications: Category: Information Technology 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.
    $77k-93k yearly est. 1d ago

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