Fidelity Investments jobs in Los Angeles, CA

If you have a passion for doing what's right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * The Series 7 and 66 or 63/65 are required, 9/10 strongly preferred. Required to obtain the Series 9/10 and Insurance licenses within 60 days of hire The Purpose of Your Role In this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity's mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. The Skills You Bring * You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise * With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others * You're able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations * You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates * You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations * You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity The Value You Deliver This member of branch management will: * Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction * Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential * Build a culture of trust through compelling communication, collaboration and coaching * Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations * Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation * Oversee operational activities, including supervision of local risk and compliance issues and client concerns How Your Work Impacts the Organization If your dreams are to run your own investor center, this role is your first step. You'll learn firsthand how to lead a successful and compliant office, and most importantly, you'll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential. The base salary range for this position is $105,000 - $145,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Category: Sales

Job Description Title- Full Stack Dev-AI Rate- $52-58/hr Note from client: & Skill sets reviewed (All Rating are out of 5) & C# Microsoft Full Stack & Azure OpenAI Service (prompt engineering and integration with enterprise workflows) Or any AI & Hands-on experience in secure deployment and scalability best practices for enterprise AI workloads & MCP (model context protocol) Framework experience & Microsoft Project Ecosystem Expertise & Playwright, JMeter, Postman, and REST API testing & DevOps CI/CD & C# Microsoft Full Stack Can you describe a full stack application you developed using C#, including how you structured the backend and frontend layers for scalability and maintainability? Azure AI Foundry MLOps Tell me about a project where you developed and deployed models using Azure AI Foundry, and how you applied MLOps practices to ensure reliability and automation. Azure OpenAI Service Enterprise Workflows How have you used Azure OpenAI Service for prompt engineering, and what approaches did you take to integrate it into enterprise workflows? Secure Deployment Scalability What steps have you taken to ensure secure deployment and scalability of enterprise AI workloads, and can you share a specific example of how you applied best practices? MCP Framework What is your experience with the Model Context Protocol (MCP) framework Testing Tools Can you explain how you have used Playwright, JMeter, or Postman to test REST APIs, and what strategies you followed to validate performance and reliability? DevOps CI/CD How have you implemented CI/CD pipelines for enterprise applications, and what tools or practices did you use to support automated builds, testing, and deployments? & & Primary Skills: • Full Stack (C# TypeScript or JavaScript, and Python) • Azure Services • Azure OpenAI, and Cognitive Services • MCP framework • Microsoft ecosystem experience • Playwright, JMeter, Postman, and REST API testing Good to Have: • Proficient in Microsoft Copilot extensibility, Semantic Kernel (including planner, memory, and connectors), and prompt orchestration • DevOps CI/CD: Knowledgeable in Azure DevOps, GitHub Actions, and Bicep for continuous integration and deployment • GitHub Copilot

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! What is the Global Pricing and Valuation Services group responsible for? This role is within the Global Fund Administration and Oversight ("GFAO"), specifically the Global Pricing and Valuation Services ("GPVS") of Franklin Templeton Services ("FTS"), which conducts a variety of Fund Administration activities for the mutual fund organization, including investment book of record pricing, management appraised fair value pricing, risk-based oversight of third-party administration, such as oversight of pricing and other financial reporting/regulatory tasks, in adherence to regulatory requirements. GPVS works with third party administrators, external auditors and internal stakeholders (including fund boards) to ensure mutual fund financial reporting complies with local requirements and industry guidelines. Participates and oversees FT separate, sub advised, and mutual fund third-party administrators in product launch activities related to fund administration. What is the Fund Administration and Oversight Analyst responsible for? The Analyst plays a critical role in ensuring the accuracy, integrity, and timeliness of fund valuation and pricing oversight. This position supports daily operations, risk management, audit readiness, and digital transformation initiatives across global fund structures. What are the ongoing responsibilities of a position title? Daily Operations Support * Reviews new securities in the pricing database to ensure proper documentation and valuation alignment with pricing conventions. * Investigates and resolves daily pricing exceptions by analyzing price movements and documenting findings. * Coordinates with the corporate actions team to address valuation impacts and escalate issues as needed. Quality Assurance * Compiles pricing data for audits and supports periodic analysis of unchanged securities to assess liquidity. * Research and resolve pricing challenges raised by internal teams, ensuring valuations reflect market conditions. * Monitors single-sourced securities and seek secondary pricing sources when available. * Responds to internal and external queries related to pricing and fund oversight, escalating complex issues as needed. * Provides routine client support by responding to inquiries, preparing data for due diligence, and assisting with special assignments in collaboration with managers or senior analysts. Process Improvement * Identifies opportunities to enhance oversight processes and participates in the implementation of digital tools to reduce risk and improve efficiency. * Contributes to departmental and cross-functional projects, supporting initiatives such as workflow automation, product launches, and regulatory updates. Special Projects & Training * Assists with departmental projects under the guidance of senior staff. * Support cross-training initiatives to build team capabilities. Client Servicing * Provides routine client support by responding to inquiries, preparing data for due diligence, and assisting with special assignments in collaboration with managers or senior analysts. What ideal qualifications, skills & experience would help someone to be successful? * Degree in Accounting, Finance or related field or equivalent experience * 4-6 years relevant experience, Asset Management industry experiences desired. * Ability to multi-task and prioritize work in a fast-paced environment while quickly adapting to on-going change. * Aptitude in implementing process changes and experience working with digital tools such as Power BI, Alteryx or Xceptor. * Availability to work late shift. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $71,000 - $88,000, depending on level of relevant experience, plus discretionary bonus. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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

Your role We're looking for a Registered Client Associate to: * 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 Detailed salary information: * Seal Beach: the salary range for this role is $65000 to $85000 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 * series 7 and 66 licenses (for registered CSAs only) * ideally 3+ years of experience in client service, within the finance sector * bachelor degree preferred, focusing on business * 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.

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! What is the Registered Investment Advisor (RIA)/Bank Trust (BT) team responsible for? The Registered Investment Advisor (RIA)/Bank Trust (BT) team sits within the Private Wealth Division, one of the fasting growing business lines at Franklin Templeton. What is the VP - Private Wealth Director responsible for? This role includes proactive business development, representing the full suite of Franklin Templeton's investment platform, via collaboration with our Specialized Investment Managers. In addition, there is a servicing component aimed at retaining current AUM and leading to cross-sell opportunities within new and under-developed asset classes. Territory: Greater Los Angeles area extending south to San Diego, including the desert regions. Location: Candidates can be based in Los Angeles, Orange County or San Diego. Also key to this role is a comprehensive understanding of Franklin's offerings beyond investments (i.e. leveraging Franklin Templeton's full value chain), as uncovering and addressing clients' overall business needs is key to long-term partnership success. What are the ongoing responsibilities of a VP - Private Wealth Director? Cultivates strong personal and professional relationships with key individuals at targeted firms. Using an extensive knowledge of investments strategies and their macroeconomic underpinnings and understanding of how to address the special needs of the private wealth channel to influence client investment decisions. Researches external market trends and leverages a broad network of internal investment analysts to understand macroeconomic trends, formulate a strong investment perspective, and identify sales opportunities and at-risk positions. Proactively shares successes and key learnings more broadly across Franklin Templeton Investment Global Advisor Services to maximize Franklin Templeton Investment's market share. Develops, oversees, and guides all sales activities - initiates contact, builds and sells highly sophisticated investment solutions using a variety of investment instruments and the most appropriate, cost effective delivery platform for sophisticated customers (in-person, phone and email communications.) Serves as a resource and discussion partner on thought leadership in the investment space and applicable business space. When appropriate, partners with relevant internal specialists (i.e., product, investment management, defined contributions, etc.) throughout Franklin Templeton Investments to strengthen investment recommendations and with client sales service specialists to provide sales support and service. Profiles and understands clients' Private Wealth business models, identifies gaps in their model or offerings and effectively positions Franklin Templeton Investments investment solutions. Identifies and proactively addresses potential investment concerns of existing clients. Understands and parses their macroeconomic views to formulate a sophisticated investment perspective. Engages clients in dialogue about their business models and appropriate investment strategies. Manages travel and entertainment budget and expenses effectively. Maintains meeting notes in CRM. Uses internal and external database, systems, and resources to identify and screen potential prospects. What ideal qualifications, skills & experience would help someone to be successful? Knowledge of the financial industry and its businesses and products Bachelor's degree or equivalent Typically has 8-12+ years related experience. Proven success selling to RIAs, Bank Trusts or Private Banks. Series 7 and 63 Looking for a candidate to reside in a strategic location within the territory CFA /MBA desirable Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be $125,000.00. #LI-Remote Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* *Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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

Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an Administrative Officer, in our Beverly Hills and Century City branches to: * Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors. * Recruit, select, onboard, train and manage administrative support staff. * Conduct performance reviews and make personnel decisions related to compensation and promotions. * Educate all employees on administrative policies and procedures. * Escalate supervisory issues when necessary and follow-up locally on issues identified by the management team. * Work closely with the entire Management Team to drive business results. Detailed salary information: * Beverly Hills: the salary range for this role is $110000 to $145000 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 * Ideally 3+ years of relevant leadership experience in financial services, with a leading financial institution. * Series 7, 66 and 9/10. * Ability to work well within a team and partner with multiple business divisions. * Motivated, self-directed and driven. * Skilled at creating a positive business culture * Proven leadership abilities to navigate complex situations as they arrive. 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.

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! What is the Global Pricing and Valuation Services group responsible for? Global Pricing and Valuation Services ("GPVS") conducts a variety of Fund Administration activities for the mutual fund organization, including investment book of record pricing, management appraised fair value pricing, risk-based oversight of third-party administration, such as oversight of pricing and other financial reporting/regulatory tasks, in adherence to regulatory requirements. GPVS works with third party administrators, external auditors and internal stakeholders (including fund boards) to ensure mutual fund financial reporting complies with local requirements and industry guidelines. This role is hybrid, 2 days per week onsite to be based in Rancho Cordova, San Mateo or Pasadena CA. What is the Pricing Analyst responsible for? This role will execute an established risk-based approach to completing assignments related to Franklin Templeton funds at the security, jurisdictional or regional level. The role requires understanding the third parties fund administrators' control environment and the continuous development and implementation of an agreed-upon tactical fund administration oversight model. This includes the ongoing development of digital tools to minimize risk and create efficiencies. This role will be responsible for reviewing reports provided by the third-party administrator, such as all pricing functions, IBOR pricing, and management appraised fair value pricing for reasonableness and accuracy, ensuring all deadlines are met. What are the ongoing responsibilities of a Pricing Analyst? Risk Management: * Use of a risk-based approach in reviewing daily, monthly, quarterly, semi-annual, and annual reporting such as unchanged prices, trade compare, day over day price review, price tolerance breaches, and general pricing inquiries, and other deliverables prepared by third-party administrators. * Process, review and approve pricing and management appraised fair value on a daily basis. Problem Solving and Reporting: * Independently respond to complex internal and external queries in a timely manner, providing clients with accurate answers. * Guide third-party administrators in planning and coordinating production of reporting to ensure that regulatory and client deadlines are met. * Liaise with third-party administrators to resolve complex issues identified in performing oversight tasks, escalating any areas of concern to management. Process Improvement: * Proactively identify potential improvements in work processes supporting the oversight model. * Participate in departmental/divisional projects, taking the lead on less complex work or participating in wider, more complex, initiatives. Examples include building workflows via digital tools, new product launches, regulatory initiatives, and interdepartmental projects. Research and Analysis: * Research and analyze various daily pricing exceptions, unchanged security prices, trade reports, and pricing inquiries. * Assist more senior staff in various reporting and/or analysis. * Perform due diligence on pricing vendors and third-party administrators. Third Party Reviews and Process Oversight: * Serve as a primary contact by coordinating with stakeholders to prepare for the audit response to inquiries and bridge the communication gap between internal/external auditors, third-party administrator, and/or internal groups. * Organize aspects of the year-end audit process; work with external auditors to resolve any security related pricing issues. * Review and validate fund related invoices for reasonableness and/or accuracy. Support the manager with strategic or critical audit issues. Client Servicing: * Provide customer service to clients (e.g., fund managers, sales and marketing, product, performance and risk, internal and external boards), answer ad hoc queries and work with managers on special client assignments. * Act as key point of contact with other Franklin Templeton Service (FTS) business units to provide client service support. What ideal qualifications, skills & experience would help someone to be successful? * 2-5 years of relevant work experience in the mutual fund/financial services industry or investment operations * Bachelor's degree, preferably in finance, accounting or other business disciplines or equivalent work experience * Familiarity with business analytics and automation tools (Alteryx, PowerBI, Power Automate, Python, etc.) * Strong analytical skills with a keen eye for details, coupled with superior organizational skills * Professional certifications such as Certified Financial Analyst (CFA) looked upon favorably * Ability to work until 5:30pm PDT daily Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $71,000.00 - $88,00.00, depending on location and level of relevant experience, plus discretionary bonus. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton's Digital Assets Technology team builds secure, scalable solutions for tokenizing mutual fund shares using blockchain. Our work enables global, 24/7 trading and supports platforms for retail and institutional investors, along with internal tools for customer support. We collaborate across teams to enhance our platform and expand internationally. The FIRST group at Franklin Templeton is a strategic innovation hub that unites teams focused on cutting-edge investment solutions, fintech development, digital assets, and client engagement. It serves as a central platform for coordinating firm-wide innovation efforts, linking research with execution, and fostering partnerships across the financial ecosystem. How You Will Add Value Core Responsibilities * You will assist in defining, designing, and implementing solutions for existing applications. * You will streamline workflows through user consultation. * You will assist with the requirements, design, and solutioning of interfaces and features. * You will support users by resolving technical issues. * You will collaborate with team members to solve problems. * You will contribute to technical meetings and solution planning. Strategic Responsibilities * You will clarify business requirements with project teams. * You will understand application modules and data models. * You will coordinate and document application changes. * You will prepare and execute system tests. * You will support user acceptance testing and issue resolution. * You will generate reports on application metrics. Team & Collaboration * You will work with architects and system engineers on development projects. * You will partner with key resources to ensure test coverage. * You will collaborate with product, support, and UX teams. * You will refine requirements with key project stakeholders. * You will design scalable, high-performance software components. What Will Help You Be Successful in This Role Experience, Education & Certifications * Bachelor's degree or equivalent. * 4-6 years in systems analysis or technical projects. * Experience with managing small-mid scale IT projects. * Familiarity with system development lifecycles particularly agile methodologies. * Experience with system testing. * Financial services or mutual fund experience is preferred. * User Research experience a plus * Understanding of User Experience & Product Design a plus Technical Skills * Knowledge of blockchain, tokenized funds, and digital assets is a plus. * Understanding of desktop, web, client/server, and mainframe systems. * Awareness of industry standards and platform architecture. * Experience with SQL queries is a plus. Soft Skills * Strong communication and time management. * Professional presence and collaboration. * Problem-solving and decision-making skills. * Strong analytical skills and attention to detail. * Ability to manage multiple tasks in a global team. * Flexibility in dynamic environments. Why Join Us? Be part of a pioneering team at Franklin Templeton that is shaping the future of finance through blockchain innovation. You'll work alongside top technologists and strategists to deliver impactful solutions in a collaborative and forward-thinking environment. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary range for this position to be $100,000-$130,000 depending on location and level of relevant experience, plus discretionary bonus. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: * Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Job Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-01-09 Ana

Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: * Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals * Develop customized asset allocation strategies and investment solutions for clients * Provide support for client relationship building and business development activities * Perform business analytics as needed to support financial advisors in the growth of the business * Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change Detailed salary information: * Newport Beach: the salary range for this role is $70000 to $92000 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 * Series 7 and 66 licenses * Ideally 5+ years of experience in client service, within the finance sector * Bachelor's or master's degree, or equivalent, focusing on finance * Excellent communicator, with top-notch interpersonal skills * Analytical and logical (you can solve problems like nobody's business) * Team player About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

Job Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-11-14 Ana

Job Description Need strong experience in GCP Native, Kubernetes, Harness and Security remediation. & Client is seeking a highly skilled Senior DevOps Engineer to join our platform engineering team and drive our cloud-native transformation. You will play a critical role in modernizing our infrastructure through GitOps practices, leading cloud migration initiatives, and building scalable GCP-based platforms that enable rapid software delivery. This is an exciting opportunity to work in a fast-paced environment and be part of a team that drives innovation, efficiency, and developer productivity within our organization. Duties and Responsibilities: Cloud-Native Platform Engineering Lead the migration of CI/CD pipelines from Jenkins to Harness, ensuring seamless transition and improved deployment capabilities. Design, implement, and maintain robust CI/CD pipelines using Harness as the primary deployment platform, with expertise in migrating legacy Jenkins workflows. Build and optimize GKE-based infrastructure with focus on scalability, reliability, and developer self-service capabilities. Lead technical initiatives to migrate Google Cloud VMware Engine (GCVE) workloads to native GCP services and GKE platforms. Implement GitOps workflows using Harness and GKE, ensuring declarative infrastructure management and automated deployment processes. Design and implement infrastructure-as-code using Terraform and Ansible to automate and standardize GCP deployments. Legacy System Migration Modernization Lead technical initiatives to migrate legacy applications from on-premises infrastructure (VMS, traditional servers) and Google Cloud VMware Engine (GCVE) to GKE cloud-native platforms. Drive the migration of existing Jenkins-based CI/CD pipelines to Harness, ensuring feature parity and improved deployment capabilities. Collaborate with application teams to assess, plan, and execute GCVE-to-GKE migration strategies that minimize business disruption. Develop standardized migration patterns and automation frameworks using Harness and GKE to accelerate application transformation efforts. Implement containerization strategies and Kubernetes deployment patterns for legacy workloads transitioning from GCVE environments. Cross-Functional Collaboration Leadership Lead projects across application teams to ensure adherence to best practices for GKE infrastructure and Harness-based deployment workflows. Collaborate with development teams to onboard applications from Jenkins to Harness and onto GKE, ensuring smooth integration and deployment processes while balancing developer productivity needs with enterprise requirements. Work closely with Technical Product Managers to translate business requirements into technical solutions using GKE and Harness platform capabilities. Collaborate with architecture teams in discussions and decision-making related to GKE architecture, Harness pipeline design, and GCVE migration strategies. Drive modern agile practices within platform engineering teams, including sprint planning, retros Clienttives, and continuous improvement methodologies to maintain team focus and delivery excellence. Cloud Governance Security Implement and manage comprehensive cloud governance strategies, including InsightCloudSec, Cost Governance, Compute Governance, and overall Cloud Governance for the Enterprise. Implement and enforce security best practices, including Workload Identity, Identity Access Management (IAM), and other enterprise security initiatives. Configure auto-scaling, load balancing, and resource allocation for efficient cluster utilization and cost optimization. Enforce cluster policies using GKE Policy Config Management and ensure compliance with enterprise standards. Monitoring Operational Excellence Continuously monitor and optimize the performance, security, and scalability of cloud infrastructure and applications. Implement comprehensive observability solutions and establish SLIs/SLOs for platform services. Troubleshoot and resolve issues related to DevOps and cloud infrastructure, ensuring minimal downtime and maximum availability. Drive automation initiatives to eliminate manual processes and improve operational efficiency. Innovation Continuous Improvement Stay current with the latest trends and best practices in platform engineering, cloud-native technologies, and GitOps practices. Evaluate and recommend new technologies and tools that enhance platform capabilities and developer experience. Contribute to the development of internal tooling and frameworks that accelerate engineering productivity. Champion modern agile methodologies and team practices, including establishing clear team ceremonies, metrics-driven development, and continuous feedback loops. Lead by example in promoting focused work practices, sprint accountability, and iterative improvement within the platform engineering organization. Skills Preferences: Advanced expertise in Google Kubernetes Engine (GKE), including GKE standard, GKE Enterprise, and GKE Autopilot configurations. Proven experience with Harness platform for CI/CD, including pipeline design, deployment strategies, and GitOps workflows. Strong background in migrating CI/CD pipelines from Jenkins to Harness, with understanding of pipeline conversion strategies and best practices. Experience with Google Cloud VMware Engine (GCVE) and expertise in migrating GCVE workloads to native GCP services and GKE. Significant knowledge of Infrastructure-as-Code principles using Terraform and Ansible for GCP and GKE automation. Experience leading cloud migration initiatives from legacy systems (VMS, GCVE, traditional infrastructure) to modern GKE-based platforms. Deep understanding of Google Cloud Platform services, with sClientific focus on GKE, Cloud Build, Artifact Registry, and networking. Proficiency in Harness-sClientific features including continuous verification, policy management, and deployment strategies (blue-green, canary, rolling). Experience with Cloud Governance practices, including cost optimization, security compliance, and resource management within GKE environments. Strong scripting capabilities (Python, Bash, Go) for automation and tooling development, particularly for Harness and GKE integrations. Strong troubleshooting and problem-solving skills with the ability to diagnose and resolve complex technical issues in GKE and Harness environments. Excellent collaborative skills with proven ability to work across diverse teams and communicate GKE and Harness technical concepts to both technical and non-technical stakeholders. Strong leadership capabilities for mentoring junior engineers, leading Jenkins-to-Harness migration initiatives, and driving modern agile team practices. Experience implementing and coaching agile methodologies, sprint planning, retros Clienttives, and team focus techniques within technical teams. Experience with monitoring and observability tools integrated with GKE and Harness (AppDynamics, Splunk, Prometheus, etc.) and establishing reliability practices. Continual learning mindset, staying updated with the latest GKE features, Harness capabilities, and modern platform engineering practices.

This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach & Irvine 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved. Specific responsibilities include: * Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person * Apply the Fidelity Relationship Model during participant interactions * Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions * Conduct ongoing engagement planning with plan sponsors * Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs * Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership The Expertise and Skills You Bring * 3 years of financial services experience required; BA required * Series 7 and 66 required (or S63/S65) * 1-2 years of customer facing experience preferred * Life & Annuity Certification optional * Demonstrated familiarity with Financial Planning Concepts * Demonstrated planning experience preferred * Demonstrated ability to independently problem solve/prepare for new challenges * Willingness to engage in complex conversations with a clear call to action * Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients * Willingness to travel (up to 75%) The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. * Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. * Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. * Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: * UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors * GROW in your skills to deliver more, world-class planning and education experiences for our participants * WIN on behalf of our clients, our participants and Fidelity Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. We invite you to Find Your Fidelity at fidelitycareers.com The base salary range for this position is $85,000 - $121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales

Your role Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients? We're looking for someone like this to: * Gain valuable insight into different areas of the business * Work on strategic projects that have real impact on clients * Build an understanding of our industry, culture, and strategy * Establish a network of mentors and business contacts * Attend educational and social events that provide exposure to senior leadership. 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 enrolled in a two or four year college or university In particular, you have: * Ideally a 3.2+ GPA * A balanced resume which includes solid academic performance and campus involvement * A genuine interest in developing a career in the Wealth Management industry. You are: * Positive with a can do approach * It doesn't matter what you're studying (you don't need to be a financial guru), We would like to see if you can: * Analyze a problem and come up with ideas and make a decision. * Show good judgement * Plan, organize and make things happen * Communicate well and work within a team Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it? Join Us We're truly a global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. 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.

Your role As a Regional Sales Manager within the West Region team, you will act as a strategic partner to our 5 Markets in the West Region. You will be responsible for driving operational excellence, enabling business strategy execution, and managing front-to-back processes across the region. You will collaborate closely with senior stakeholders across the West to the execute strategic initiatives including integration programs, regulatory deliverables, and business transformation. Key Responsibilities: increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution * develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources * host Monthly Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines; Support book segmentation and reviews to bolster client acquisition and retention efforts * understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities * prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed * handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria Detailed salary information: * Los Angeles: the salary range for this role is $225000 to $275000 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 * ideally 5+ years relevant industry experience (Sales, Business Mgmt., COO, and/or consulting experience) * understanding of Sales workflows, WM business and risk management, and regulatory frameworks. * excellent analytical, communication, and stakeholder management skills. * experience with audit, regulatory engagement, and operational risk frameworks. * ability to work independently and influence local and global senior stakeholders * partnership approach with a high degree of collaboration * self-motivated and passionate about the client experience, with solid presentation skills * understanding of bank/financial services operational processes and product knowledge as big asset * ability to identify, articulate and escalate issues / risks to your line manager timely * proactive, critical thinker with a collaborative personality * strong planner focused on organization and details, with no problem delivering against tight deadlines * strong understanding of the wealth management business * the National Sales team is geographically diverse with a concentration of tri-state area-based employees * Series 7/66 or 7/63/65 and 9/10 required * role may require travel to different local branch offices About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

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

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Customer Service