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Fidelity Investments jobs in Layton, UT - 133971 jobs

  • VP, IPO Consultant - Stock Plan Services

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Salt Lake City, UT

    The Role Make a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity's cross-functional support. The Team You will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, and Fidelity Private Shares. You will be the face of Fidelity's IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO. The Expertise and Skills You Bring * 15+ years of experience in equity compensation, IPO advisory, or relevant legal experience. * Series 7/63 licenses required (or obtained within first 120 days). * Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications. * Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing) * Bachelor's degree required; CEP designation preferred. * Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management. * Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite. * Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, Communications, Implementation, and Fidelity Private Shares. * Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design. * Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities. * Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness. * Thought leadership to elevate Fidelity's brand through webinars, whitepapers, and industry events. The Value You Deliver * Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions. * Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution. * Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions. * Elevate Fidelity's brand as IPO-proficient through thought leadership and market engagement. * Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable) * Support implementation teams during private-to-public transitions Note: Fidelity is not providing immigration sponsorship for this position. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Business Strategy 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.
    $93k-126k yearly est. 18d ago
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  • Senior Information Technology Auditor

    SNI Financial 4.2company rating

    Dallas, TX job

    SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position! This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial. This position will include a structured path for growth, excellent benefits, and a competitive compensation package. In order to be considered for this opportunity, you must have the following: 3+ years' experience within IT audit or risk assessment Having an active, or near completed CISA, CIA, or CISM certification Previous experience working within a national and public firm Strong communication and collaboration skills If you meet the requirements above and are looking to learn more, please apply with an updated resume.
    $85k-114k yearly est. 22h ago
  • Head of LLM Application Team (USA)

    Trexquant Investment LP 4.0company rating

    Stamford, CT job

    We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading. Responsibilities Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals. Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading. Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance. Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies. Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities. Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence. Qualifications Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 2+ years of experience in researching and applying LLM technologies. Proven leadership experience in managing a team of quantitative members. Benefits Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre‑tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr
    $87k-127k yearly est. 1d ago
  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA job

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 1d ago
  • LatAM Sovereign Trader

    Barclays Bank 4.6company rating

    New York, NY job

    To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
    $119k-185k yearly est. 6d ago
  • Portfolio Risk Lead - Quantitative Risk & Modeling

    Trexquant Investment 4.0company rating

    Stamford, CT job

    A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits. #J-18808-Ljbffr
    $113k-174k yearly est. 4d ago
  • QA Lead / Manager - Merchant Business Software Suite (MBSS)

    Bank of America Corporation 4.7company rating

    Charlotte, NC job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders. We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise. Responsibilities: * Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives * Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills * Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met * Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization * Contributes to the technology strategy for their technical domain * Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers * Ensures that execution is aligned with product strategy by working with product management and other stakeholders Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications: * 10+ years of experience managing QA functions within payments, merchant services, or financial systems. * Strong understanding of POS environments, merchant transaction flows, and payment system integrations. * Hands‐on experience testing mobile applications (Flutter experience preferred). * Proficiency with API testing and familiarity with ASP.NET application architectures. * Expertise with test automation frameworks and tools such as Playwright, Selenium, or equivalent. * Demonstrated experience building and maintaining automated UI test suites. * Excellent analytical, problem‐solving, communication, and stakeholder‐management skills. * Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives. Desired Qualifications: * Experience in financial services, payments, or fintech industry. * Familiarity with CI/CD pipelines and test integration tools. * Exposure to Agile development processes and project management tools (e.g., Jira, Confluence). Skills: * Influence * Risk Management * Solution Design * Stakeholder Management * Technical Strategy Development * Analytical Thinking * Application Development * Collaboration * Result Orientation * Solution Delivery Process * Agile Practices * Architecture * Automation * Data Management * DevOps Practices Minimum Education Requirement: Bachelor's degree or equivalent work experience. Shift: 1st shift (United States of America) Hours Per Week: 40
    $99k-119k yearly est. 7d ago
  • Senior Field Engineer

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA job

    We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%. Growth At CircleCI, employees have ample opportunity to learn new skills, including project-based learning and presentations from our colleagues. Your continued professional development is important to us because it's important to you. Flexibility What does it mean to work at CircleCI? For us, flexibility is key. As aSenior Field Engineer at CircleCI you will be the customer's trusted technical advisor throughout the sales and retention lifecycle. You'll provide hands‑on advice for cloud‑based and single‑tenant deployment and product guidance with CircleCI's largest prospects and customers. You will serve as the technical expert and owner of deal validation strategy, collaborating with account executives and success managers to identify customer business goals, needs, and pains and showing how CircleCI can address them. What You'll Do Lead the technical implementation and day‑to‑day management of CircleCI Demonstrations and proof‑of‑concepts. Demonstrate the technical feasibility, integrated into our customer's technology stack, ensuring early customer success and a long‑term business relationship. Serve as a technical advisor and subject matter expert for customers, offering guidance on product implementation, adoption, and best practices. Conduct in‑depth analysis of customer use cases, identify opportunities for product optimization, and provide feedback to internal teams for improvements. Support strategic planning conversations with customer executives; connecting software delivery challenges with corporate objectives, articulating their full business impact. Lead technical discussions with enterprise clients, addressing complex issues, customizations, and integrations to meet customer‑specific requirements. Develop and deliver technical training sessions, workshops, and documentation to empower customers to maximize the value of CircleCI products. Stay up‑to‑date on industry trends, product updates, and emerging technologies to continuously enhance your technical knowledge and customer support capabilities. What We're Looking For 5‑10 years experience as an engineer in the application development, devops, or CI/CD space. Extensive experience with solutions selling in a technical customer‑facing role, such as Sales Engineer, Solutions Engineer, Customer Success Engineer, or similar position, preferably in a SaaS or software development environment. Strong proficiency in CI/CD concepts, DevOps practices, software configuration, and scripting languages like Python, Shell, etc. Knowledge of Docker or Linux containers in general. Outstanding presentation skills. You feel comfortable leading presentations and demos of our platform to groups, both technical and non‑technical, in‑person and virtually. Proven track record of engaging with enterprise clients, understanding their technical requirements, and delivering solutions that drive customer success. Ability to work collaboratively with cross‑functional teams, Sales, Product, and Engineering, to advocate for customer needs and provide valuable insights for product enhancement. Ideal Candidates might also have: Experience developing mobile applications across iOS and Android devices. Strong ops/infrastructure knowledge, especially networking and security. About CircleCI CircleCI is the world's largest shared continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools-processing more than 1 million builds a day-CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster. Founded in 2011 and headquartered in downtown San Francisco with a global remote workforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit and Harrison Metal Capital. United States Base Pay Range $153,000 - $191,000 USD 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. CircleCI is an Equal Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, or status as an individual with a disability. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. #J-18808-Ljbffr
    $153k-191k yearly 4d ago
  • Boat Captain

    Avian, LLC 3.8company rating

    Panama City, FL job

    Join a Company Where You Can Make a Real Impact - and Own a Piece of the Future Are you energized by the idea of helping a company grow smarter, serve our customers better, and connect more deeply? Do you thrive in an environment where your ideas matter, your voice is heard, and your work drives real results? If so, we'd love to meet you. We're a mid-sized, employee-owned company on a mission to create meaningful value for both our employees and our customers. That means we're not just looking for someone to fill a seat - we're looking for someone who wants to build, innovate, and evolve with us. Our company primarily serves the Navy and other Department of Defense clients, offering a dynamic environment where your expertise will make a difference. About the Role We're seeking a part-time, on-call boat captain to support our team in Panama City Beach, Florida Responsibilities Planning and executing maritime operations including support for U.S. Navy sea trials. Steer and operate vessels using radios, depth finders, lights, and buoys. Safely operate vessels in all weather conditions. Must be familiar with all marine, Federal Coast Guard, state, and local rules and regulations. Inspect vessel to ensure safe operations. Boat Maintenance and repairs as required. Communicate with others to coordinate material handling, rig tow lines, and vessel movement. Maintain records of operations details of vessel travel. U.S. Coast Guard Master License of 25 tons or greater. Two years of experience working with military small boats and watercraft. Experience in general boat maintenance a plus. Due to the sensitivity of customer-related requirements, U.S. Citizenship is required. Must be able to obtain and maintain a SECRET Department of Defense security clearance. Compensation for this position is $0-$0 per hour. (The offered rate will be based on the selected candidate's knowledge, skills, abilities, and/or experience and in consideration of internal parity.) About being a part of Team AVIAN As an employee-owner, you'll be a catalyst for progress - helping us find new opportunities with current or new customers, company efficiencies, streamline processes, and bring people and ideas together in smarter ways. Whether it's helping us optimize workflows, enhancing the employee experience, or delivering more impactful solutions to our customers, your inputs will have reach and relevance across the organization. Taking care of each other is a cornerstone of our AVIAN philosophy. Being part of the AVIAN team means being part of a team that takes pride in being expansive in our community because our impact doesn't stop in the workplace. We actively engage in community initiatives, empowering our employees to make a meaningful difference. You'll Succeed Here If You... See opportunities where others see routine Are curious, collaborative, and passionate about making things better Enjoy connecting dots across teams, tools, and tasks Believe in doing the right thing the right way - even when no one's watching Play an active role in our growth, using your ideas and initiative to shape how we work, serve, and succeed together Embrace a "one team" mindset knowing we are stronger together through trust, transparency and teamwork. Understand the power of ownership - and are excited to be part of an employee-owned culture Why Join Us? Employee Ownership: We're not just building a company - we're building a legacy. As an employee-owner, you'll share in our success and have a direct stake in our future. Real Growth: We're expanding, evolving, and exploring new ways to serve. Your contributions will shape our direction and help us grow stronger. Purpose-Driven Work: Every improvement you help make is one that adds value - not just for us, but for the people and missions we support. Culture of Collaboration: We're big enough to take on meaningful challenges, but small enough that everyone still knows your name. Comprehensive Benefits Package: Designed to support your health, financial security, and overall well-being, our health and wellness benefits include medical, dental, and vision coverage, along with telemedicine services and a TRICARE supplement for veterans. Flexible Leave Benefits: we prioritize a balanced, supportive environment that allows you to thrive both personally and professionally and offer flexible and paid time off, 11 paid holidays, paid sick leave, maternity and bonding leave, and military training leave. AVIAN is a service-based organization. As an equal opportunity employer, our policy of business is to seek the most qualified candidate for each talent opportunity without regard to race, creed, color, sex, age, religious belief, marital status, national origin, ancestry, sexual preference, physical or mental handicap, lawful political affiliation or veteran's status.
    $52k-84k yearly est. 7d ago
  • Private Bank, Private Equity Lending Associate (Boston, MA)

    Citizens Bank 3.7company rating

    Boston, MA job

    The Private Bank, Private Equity Lending Associate (Fund Finance) will function as underwriter and portfolio manager of a commercial loan portfolio within the Private Bank's Boston office. The Lending Associate will focus primarily on private equity / venture capital fund finance transactions (including capital call lines of credit, management company financings, and general partner financings) with a willingness to occasionally handle C&I and CRE transactions. Private Equity Lending Associate should be experienced in credit analysis, loan structuring, legal documentation, credit policy, lending origination systems, and regulatory requirements involved in private equity / venture capital fund finance. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team. Primary responsibilities Works closely with Relationship Manager and client to identify lending needs and solutions. Serve as the client day-to-day contact for credit-related inquiries and requests. Ability to interact with private equity/venture capital clients and understand operating models of client businesses Underwrite credit approval packages for new credit product originations or renewals and modifications to existing credit facilities, including: capital call lines of credit / subscription facilities, revolving lines of credit to management companies, term loans to management companies, general partner loans to corporate borrowers, and standby letters of credit. Performs analysis of client's financials to determine loan eligibility. After Relationship Manager handoff, serves as main point of contact for all internal/external parties to lending transactions while keeping the RM updated. Manages end-to-end loan process with clients and internal/external partners from inquiry through post-closing (e.g., presents loan requests to Credit Officer for approval, assists with closing coordination and any post-closing requests). Manage the existing portfolio of credit facilities to ensure operations are in compliance with terms structured in credit agreements. Proficient use of Moody's CreditLens or similar application to complete financial analysis and spreads. Analyze cash flow reports, calculate ratios, recognize and describe trends and identify recurring and non-recurring sources of cash flow. Monitors pipeline to ensure loan workflow is efficient and meeting closing deadlines. Maintains a high level of quality control for verifying accuracy of financial and loan documents. Qualifications 3+ years of commercial credit analysis experience with private equity/venture capital (capital call lending, management company credit facilities). BA/BS Degree required with concentration in business, finance and/or accounting preferred. Strong decision-making, interpersonal and communication skills; including the ability to clearly understand and convey complex concepts, both written and verbal. Excellent organizational and time-management skills, and high attention to detail and accuracy. Self-motivated and self-disciplined, with the ability to work effectively with little supervision. Willingness to focus primarily on fund finance transactions but also handle occasional C&I and CRE transactions. Experience across all three lending verticals is not essential - the Team will help the candidate get up to speed. Advanced familiarity with Word, Excel, and PowerPoint. Experience with Moody's CreditLens is a plus. Hours & Work Schedule Hours per Week: 40 (note: this is an exempt position and meeting deadlines requires flexibility in time management and additional hours) Work Schedule: M-F Location: 772 Boylston St., Boston, MA (4 days in office required; 1 day WFH) Pay Transparency The salary range for this position is $100,000 - $130,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, the text above has been intentionally summarized to reflect the original content and does not include a clickable link. Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr
    $100k-130k yearly 3d ago
  • Emerging Middle Market Commercial Banker VP

    Jpmorgan Chase & Co 4.8company rating

    San Diego, CA job

    A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr
    $64k-112k yearly est. 2d ago
  • Entry Level - Associate Member Relationship Specialist (Part Time Teller 1 - Rancho Cucamonga)

    Arrowhead Credit Union 3.6company rating

    Rancho Cucamonga, CA job

    Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professio Relationship Specialist, Teller, Associate, Part Time, Relationship, Entry Level, Banking, Business Services
    $35k-47k yearly est. 7d ago
  • Sr. Associate, Project Manager - Finance Data Management & Governance

    American Express 4.8company rating

    New York, NY job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members. **Key Responsibilities:** + Project Management & Delivery + Assist in the planning and execution of strategic and operational projects across business and technology functions. + Develop project plans with defined milestones, timelines, and deliverables. + Identify risks and dependencies; recommend mitigation strategies to ensure project success. + Track project performance and maintain transparent reporting mechanisms. + Maintain budget for entire FDMG team. **Operations & Planning Support:** + Support key operational cadences including staff meetings, town halls, and business reviews. + Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting. + Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed. + Communications & Stakeholder Coordination + Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports. + Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making. + Promote consistency and clarity in execution across functional areas. + Continuous Improvement + Identify opportunities to streamline processes, improve reporting, and enhance project transparency. + Recommend tools or frameworks that enhance project and team effectiveness. **Minimum Qualifications:** + Bachelor's degree required; preferred fields include Business, Technology, or related areas. + 3 - 6 years of experience in project management, operations, or program coordination. + Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities. + Excellent verbal and written communication skills, including experience crafting executive-facing content. + Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive. + PMP or related certification is a plus. **Preferred Qualifications:** + Strong communication and organizational skills. + Proven ability to solve problems and plan long-term projects. + Experience in creating engaging and informative presentations. + Ability to collaborate effectively with diverse stakeholders. + Proven track record of managing multiple priorities and meeting deadlines. + Ability to work independently and influence without direct authority. + Commitment to fostering an inclusive team culture. + Strong understanding of financial management and data analysis. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Technologies **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-New York-New York **Schedule** Full-time **Req ID:** 26000969
    $89.3k-150.3k yearly 7d ago
  • Fidelity's Licensing Accelerator Program (SIE) - Salt Lake City, UT

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Salt Lake City, UT

    Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start? Whether you are finishing your schooling or thinking about changing careers, Fidelity's Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines. Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity's LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity. What to expect… As a Fidelity Licensing Accelerator Program participant, you'll be given the opportunity to prepare and sit for the SIE exam as we invest in you * Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials Exam. * You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources. * Throughout the program, you'll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within. * Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity. Advantages of Fidelity's LAP journey… You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity's licensing partners. You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you! You get exposure. Understand what our culture is like and the impact we have in our communities and regions. You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE exam & explore a future at Fidelity. Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity's Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program. Certifications: Category: Customer Service 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.
    $56k-85k yearly est. 26d ago
  • Credit Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC job

    As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments. Monitor loan portfolio performance and report on trends or emerging risks. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $56k-86k yearly est. 4d ago
  • Malware Defense Malware Analyst

    Bank of America 4.7company rating

    Denver, CO job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Bank of America is one of the world's leading financial institutions, serving over 66 million consumers and small businesses. Company success is only possible with a strong cyber defense, which enables Bank of America to safely conduct global operations across the United States and in approximately 35 countries. Our primary goal is to safeguard not only the company, but our clients and their trust. The Malware Defense Team is looking for top talent who would like to join one of the most advanced cybersecurity teams in the world. Responsibilities In‑depth analysis of malware, including authoring analysis reports. Tracking malware campaigns, malicious actors, and related infrastructure. Creation of tools and scripts to assist in the analysis of malware analysis. Field escalations of potentially malicious files and websites from teams within Malware Defense. Required Qualifications Strong direct experience of analyzing malware. Intermediate to advanced malware analysis skills. Experience creating innovative ways to track progression of malware families, infrastructure, and campaigns conducted by e‑crime, and cyber espionage actors. Experience creating tools and scripts to accelerate malware and threat analysis. Background in network traffic analysis - WireShark, Fiddler, proxy logs, etc. Experience analyzing malicious web content such as ClickFix, ClearFake, SocGholish, etc. Experience authoring YARA, Suricata, and EKFiddle detection rules. Experience with penetration testing and/or adversary emulation is a plus. Able to work independently on tasks, but also work well within a team environment. Desired Qualifications Experience analyzing malware targeting Linux, Android, and IOT platforms. Skills Cyber Security Data Privacy and Protection Problem Solving Process Management Threat Analysis Business Acumen Data and Trend Analysis Interpret Relevant Laws, Rules, and Regulations Risk Analytics Stakeholder Management Access and Identity Management Data Governance Encryption Information Systems Management Technology System Assessment Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - CO - Denver - 1144 15th St - Denver Gis (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range $95,700.00 - $144,900.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr
    $95.7k-144.9k yearly 1d ago
  • Data Center Construction Manager

    Blackrock Resources LLC 4.4company rating

    Hartford, CT job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Data Center Construction Manager in Hartford, CT $85/hr. - $100/hr. Contract role, on-site Regional travel required / extended onsite assignments We are currently seeking a Data Center Construction Manager to lead large-scale data center construction projects throughout Connecticut. This role is ideal for a hands-on construction leader with deep technical knowledge and a strong track record delivering mission-critical facilities. What You'll Be Responsible For: Lead end-to-end execution of large-scale data center construction projects Manage civil/site work, structural activities, and full MEP coordination Oversee commissioning activities and ensure readiness for turnover Direct and coordinate multiple subcontractors while maintaining schedule, budget, and quality Enforce site safety programs and ensure compliance with all regulatory requirements Collaborate closely with owners, vendors, utilities, inspectors, and internal teams Track progress, resolve field issues, and drive projects to successful completion Support extended onsite assignments and regional travel as required What We're Looking For: Proven experience managing data center construction projects Strong background in civil/site work, MEP systems, and commissioning Experience with Primavera P6 Demonstrated success managing subcontractors, schedules, budgets, and safety programs Excellent communication skills with owners, vendors, utilities, and internal stakeholders Ability to operate effectively in fast-paced, high-visibility environments Willingness and availability for extended onsite assignments This is a strong opportunity for a seasoned construction professional who thrives in complex, high-demand data center environments.
    $85-100 hourly 2d ago
  • Risk Management- Commercial & Investment Banking Sanctions Digital Assets Officer - Associate

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC job

    Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance (“GFCC”) Strategy Team, you will provide meaningful guidance to lines of business (“LOB”) as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control (“OFAC”). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; Bachelor's degree or equivalent experience required; Recent experience working in the digital assets space Knowledge of OFAC regulatory requirements; Banking experience inclusive of knowledge onbanking processes, products, and controls; Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; Advanced problem solving and critical thinking skills; Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills Proven experience and extensive familiarity working in a complex multi-national organization #J-18808-Ljbffr
    $75k-109k yearly est. 3d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 3d ago
  • Director of External Reporting - Wholesale Deposits

    Jpmorgan Chase & Co 4.8company rating

    Chicago, IL job

    A leading financial institution in Chicago is seeking a Deposits Financial External Reporting Controller. In this role, you will oversee the preparation of external financial statements and regulatory filings, ensuring compliance with US GAAP and SEC requirements. The ideal candidate will have over 12 years of experience in financial reporting within the financial services industry, strong leadership and analytical skills, and proficiency in financial systems like SAP. Join us to enhance our reporting infrastructure and drive strategic initiatives. #J-18808-Ljbffr
    $100k-130k yearly est. 3d ago

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