Edelman Financial Engines jobs in Chicago, IL

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

Lead Retirement Administrator, Center of Excellence - Back Office Administration Team The Role You will be responsible for first-signing/processing pension, retirement, and post-retirement health & welfare transactions. Other key responsibilities for this position include performing pension benefit calculations, working with data, creating forms & letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for: * Providing pension administration services for a designated group of clients * Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work * Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates * Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice * Assisting with client documentation and procedures updates * Leading participant and client request workflows, including researching and resolving complex or critical customer issues * Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions * Providing support for project related tasks The Expertise and Skills You Bring * Bachelor's Degree or equivalent work experience * Interest in Defined Benefits administration and Defined Benefits systems * Strong mathematical, analytical, and intuitive skills - including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD's, and other documentation * Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards * Strong interpersonal skills and attention to detail * High integrity and discretion to ensure the confidentiality of private client and participant data * Strong written and verbal communication skills * Strong PC software skills (i.e. - Excel, Outlook, Word, and Access) * Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions. * This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work. Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. * Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value. * Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success. * Resourceful and Organized: Adept at juggling multiple priorities-while staying focused and organized. * Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally. * Comfortable with Ambiguity: Excel in environments where the path isn't always clear, using strategic thinking and adaptability to navigate uncertainty. * Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders. * Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal. The Team This role will reside within Workplace Consulting's Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************* The base salary range for this position is $55,000-105,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

Loading job Back to Search Results Previous Opportunity Next Opportunity Email Marketing Associate Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking an Email Marketing Associate to join our Marketing department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The primary responsibility of this role is to own, manage and execute Envestnet's external operational technology communication efforts to external clients. This role supports Envestnet's wealth division, and you will be the wealth marketing team's SME for operational email marketing and will be the go-to person responsible for reporting to management teams. The associate will use their knowledge of marketing automation platforms, email distribution tools, and CRM to facilitate successful campaigns with business partners and will work closely with our marketing operations & demand generation leaders. This is an execution heavy role and requires proficient knowledge of martech platforms. Job Responsibilities: * Lead the execution of operational communications for Envestnet's wealth division with accountability for planning, campaign setup, audience segmentation, data-driven logic, development, deployment, controls, monitoring, and reporting partner with other business partners like sales ops, marketing ops, business applications, IT. * Create and maintain robust campaign and process documentation * Understand and champion industry best practices for deliverability, privacy, CAN-SPAM, and web accessibility/ADA and other compliance, balance adherence to standard processes and best practices with adaptability to respond to changing business priorities. * Own list management and segmentation for the wealth marketing team * Work cross-functionally with marketing, sales operations, compliance, and customer support to - create and segment custom lists for email deployment. * Produce and analyze campaign reporting to provide actionable insights at a regular cadence. * Protect, secure, and properly handle all confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information. * Work with third party agencies and partners when needed. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * At least 2-5 years of experience in email marketing or communication strategy * Proficiency in marketing automation platforms; Salesforce experience preferred, with a bonus for handling complex data models. * Salesforce CRM knowledge. * Microsoft Excel proficiency required. * HTML knowledge. * Experience using a marketing automation platform like Pardot & Salesforce primarily, experience in Marketo, Eloqua, Hubspot, is a bonus. * Bachelor's degree strongly preferred. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive workplace consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy. The Expertise You Have * Bachelor's Degree * 15+ years of experience in employer benefits industry, with a focus on benefit program strategy and compliance during corporate mergers and acquisitions The Purpose of Your Role As a Vice President in Workplace Consulting you will drive and lead client engagements to align retirement, health & welfare and global benefit program strategies ensuring smooth transitions for employees and the organization during a merger, acquisition or divestiture. This includes facilitation of complex strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you will be involved with new business development, creative solutioning for new and prospective clients and cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere. The Skills You Bring * Superior teamwork skills and ability to professionally influence others across groups * Strong critical thinking and problem-solving skills * Excellent oral and written communication skills * Proven leadership ability * Keen interest and commitment to help others succeed * Expert knowledge in evaluating employee benefit plans and programs during the M&A lifecycle, including compliance considerations, identification of risks and making recommendations for post-transaction entities * Demonstrated experience in supporting clients with due diligence reviews, risk mitigation during transition and implementation, strategic plan design and compliance consulting, and integration planning Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization * Partnering with subject matter experts to develop comprehensive M&A benefit integration strategies * Creating sustainable and profitable client relationships * Ensuring and championing quality of work delivered to clients * Consulting on a wide variety of benefit topics, including employee/retiree educational issues and anticipating changing client needs, with a focus on mergers & acquisitions * Contributing to thought leadership on behalf of Fidelity and Workplace Consulting * Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions * Mentoring associates within the Retirement practice and cross-practice The Team The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************* The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers - such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others. The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities. The Expertise and Skills You Have * Specific experience with Form 5500 and related filings required * Experience with Form 5500 filing software (FT William, Relius, EFast, etc.) * 7+ years working with DB, DC, or Health & Welfare plans * Bachelor's Degree or equivalent work experience * Outstanding client consulting skills * Excellent coaching skills * A deep understanding of form 5500 and related filing work. * You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.). * Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management. * Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality. * Impressive oral and written communication skills. * Focus on quality, details, and meeting client expectations. * Strong customer service approach. * Organized, self-motivated, and focused on meeting deadlines Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting. * Work with Fidelity colleagues, clients, and third parties to onboard new clients. * Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&W and Puerto Rico benefit plans. * Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals. * Develop strong relationships with clients - including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners - including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers. * Peer-review the work of junior colleagues on the team and provide mentorship. * Work on special projects. * Expand overall knowledge of the Workplace Consulting Group. * Review/Qualify Domestic Relations Orders and prepare communications for involved parties. The Team This role will reside within Workplace Consulting's Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE's interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

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

Your role * Research and analyze portfolio holdings * Prepare client documents for annual review meetings and status calls * Schedule Client and Prospect Meetings * Contact clients to confirm monthly calls * Plan team and client networking events * Navigate and use UBS specific software and tools * Miscellaneous tasks as assigned 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 * Strong communication skills, both verbal and written * Proficient in Microsoft Office * Quick to learn new software and programs * Organized and detail oriented * Inquisitive 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.

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Software Engineer Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Senior Software Engineer to join our Technology department. This is a hybrid role, with in-office work required at either our Berwyn, PA or Raleigh, NC office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: As a Senior Software Engineer on the team, you are passionate about collaboratively building high quality software. You adopt a modern approach to building and monitoring new features and services, while also maintaining and advancing existing solutions. We are looking for a candidate with a strong appetite for learning quickly, with the ability to analyze both functional and performance issues to determine root causes. Job Responsibilities: * Develop and maintain software products, contributing to large, complex development projects; serve as a project lead as needed. * Contribute to the entire software development lifecycle, including requirements gathering, analysis, design, implementation, and successful deployment. * Contribute to project deliverables by collaborating with Scrum Team members across various functions (Product, BSA, DEV, QA). * Exercise best practices and company standards for software design, development, and documentation. * Break down complex problems into well-defined, executable tasks to drive resolution. * Engage in the Scrum process and strive to improve yourself and the team. * Complete individual and team commitments within the time/complexity estimates. * Support and mentor junior members on the team. * Share in the ownership of an architectural vision and actively pursue incremental progress * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * Bachelor's degree in computer science or related field. * 5+ years of experience as UI Engineer with strong emphasis on modern front-end technologies. * In-depth knowledge of JavaScript (ES6+), TypeScript, React, Redux, and CSS. * Understanding of the DOM and familiarity with performance profiling tools for optimization (React DevTools, Chrome DevTools). * Knowledge of Client/Server fundamentals and Browser/Server interaction. * Experience with testing frameworks Jest, React Testing Library, Playwright. * Knowledge of responsive design principles and tools. * Ability to implement design systems and components from Figma using Storybook. * Strong understanding of user experience principles. * Familiarity with ADA compliance. * Broad experience in troubleshooting. Preferred Qualifications: * Professional experience in the financial services industry. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-AQ1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

located in IL, KY, OH, MO, MN, TX* As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services & Non-Qual (SPSNQ) is Fidelity's equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity's SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise and Skills You Bring * College degree preferred or equivalent work-related experience. * Ability to acquire Series 7 & 63/65 within the first three months of employment. * Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. * Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. * Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client's perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. * Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. * Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. * Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. * Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. * Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. * Shown problem-solving skills. * Effective presentation skills, influence, and negotiation skills. * High emotional intelligence and interest in other human beings * Desire to roll your sleeves up and work with and for your teammates - Servant Leadership * Self-awareness and shown history of self-improvement * Analytical and critical thinking skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. * Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. * Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. * Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. * Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client * Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. * Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management

The Role The FI Organization is seeking a Practice Management Consultant with proven subject matter expertise in helping advisors be more productive in their practices, and more informed when planning for growth and efficiency opportunities. The practice management offering provides support to financial services firms on the structure and delivery of in-house programs and content. These services are delivered through a variety of channels, including workshops, webcasts, and white papers as well as working directly with advisors and home office staff through regional events and in person consultations. The role will work alongside field wholesalers and relationship managers to boost client satisfaction, loyalty, and generate strong sales lift for our products and solutions. Lastly, the candidate will collaborate with other specialty consulting teams including investment management, portfolio construction, and financial planning to develop differentiated insights for our clients. Responsibilities include: * Engage Advisors with insights, tools, and workshops to help them more efficiently lead and grow their practice. * Collaborate with firm home office personnel, helping them employ procedures and solutions to grow their business, build scale and efficiency, and provide valuable services to their advisors. * Provide key insights on industry trends, the competitive landscape, new technologies and overall influencers such as changing investor and advisor demographics, consumer technology, and regulatory issues. * Assess the quality and effectiveness of content and programs enabling continuous improvement and creation of new insights. * Partner with the Relationship Management and Sales organizations to increase and deepen client engagements. The Expertise and Skills You Bring * Undergraduate degree or equivalent required. Advanced degree or equivalent experience desired. * 10+ years in the broker-dealer or RIA industry with experience delivering consulting and practice management programs and services * Experience with benchmarking and best practice studies * Series 7, 63 preferred. Required to obtain within 90 days. * High familiarity with wealth management services within the financial services industry * Excellent communication and presentation skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience. Comfort with large audiences. * Solid analytical, strategic thinking, and creative problem-solving skills. These include but are not limited to: ability to analyze and define problems, collect data, establish facts, and draw valid conclusions. * Embodies tenacious drive, collaboration, customer-centric mindset, and owning result * Travel Required (50%+) * Note: Fidelity will not provide immigration sponsorship for this position. The Team Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regional and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity's Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients in growing their enterprises to improve our assets under management and market share. The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Consulting

Loading job Back to Search Results Previous Opportunity Next Opportunity Security Analyst Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Security Analyst to join our Enterprise Security team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: We are seeking a proactive and detail-oriented Security Analyst to join our Envestnet's Cyber Defense Team. This role will report into the Director of Security Operations. This position plays a key role in safeguarding our organization's digital assets by actively monitoring security systems, responding to security incidents, and managing vulnerabilities across our infrastructure. This role also contributes to Threat Huntting, Security response Automation and continuously enhancing our overall security framework. As a vital member of our team, you will contribute significantly to the development and maintenance of our Security Operations Center (SOC) processes and procedures. Job Responsibilities: * Perform initial analysis and triage of security incidents, escalating to senior team members when necessary. * Support day-to-day operations of the Security Operations Center (SOC)by monitor security alerts and events from various security tools (SIEM, EDR, IDS/IPS) and investigate potential security incidents. * Act as a first responder to security incidents and participate all stages of the incident response lifecycle, which includes detection, analysis, containment, eradication, recovery, and post-incident review. * Conduct vulnerability scanning across networks, applications, and systems to identify security weaknesses. Analyze vulnerability scan results, prioritize findings, and work with IT teams to facilitate remediation efforts. * Work with IT and development teams to validate, patch, and resolve security findings. * Document security configurations, incidents, and vulnerability remediation activities. * Maintain and update SOC runbooks and security documentation, while contributing to the improvement of security operations processes and incident response playbooks. * Engage in proactive threat hunting activities to uncover hidden threats and vulnerabilities and automating incident triage and response tasks using SOAR * Assist in the research and evaluation of new security threats, vulnerabilities, and technologies. * Collaborate with the offensive security team on purple teaming exercises using the Breach and Attack Simulation (BAS) platform. * Participate in security awareness training initiatives for employees. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk Required Qualifications: * Bachelor's degree in computer science, Information Security, or a related field (or equivalent practical experience). * 4+ years of experience in cybersecurity, with exposure to Security Operations, Incident Response, or Vulnerability Management. * Relevant certifications such as CompTIA Security+, CySA+, or EC-Council CEH are a plus. * Basic understanding of cybersecurity concepts, including network protocols, operating systems (Windows, Linux), and common attack vectors. * Familiarity with security tools such as SIEM platforms, EDR solutions, and vulnerability scanners. * Strong analytical and problem-solving skills with a keen eye for detail. * Excellent communication skills, both written and verbal, with the ability to convey technical information clearly. * Ability to work effectively in a team environment and independently when required. * Eagerness to learn and adapt to new technologies and threats. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-AQ1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Your role Do you know the Investment Advisers Act, the Investment Company Act, the Commodity Exchange Act and/or the Securities Exchange Act? Are you an expert when it comes to performing second-line-of-defense activities? Do you 'think on your feet', balancing commercial objectives with legal, regulatory and ethical considerations? Do you advocate for the importance of operational risks? We're looking for an outstanding Compliance Officer to support UBS Asset Management's Credit Investments Group (CIG), one of the five lines of business of UBS Asset Management. CIG manages over $50 billion in assets under management globally and invests in non-investment grade credit strategies, including bank loans, high yield bonds, private credit, rated and equity tranches of collateral loan obligations (CLOs). CIG deploys it strategies across various vehicles including CLOs, separately managed accounts, private funds, mutual funds, and other commingled vehicles. We're looking for an Asset Management compliance and operational risk control (C&ORC) officer to: * act as a C&ORC subject-matter expert for the CIG business, providing independent advice, challenge and control to the business' compliance risk-taking * assisting in the administration, maintenance and improvement of the compliance policies, procedures and processes of CIG, and connecting them to those of UBS Asset Management and the wider UBS Americas organization * assessing the impact of regulatory developments, supporting regulatory change management efforts, and providing regulatory updates to the business * evaluating trading, information barrier and specialist network requests * influencing investment team members within CIG on key compliance risks and their mitigation * advising CIG on, and evaluating, projects, new initiatives, business objectives, policies, procedures, processes, risk events, controls, and/or compliance testing and monitoring * leading and assisting with the development, maintenance, and delivery of compliance training * periodic reporting and regulatory filings (including Form ADV) * performing the annual 206(4)-7 annual compliance review * contributing to the development, deployment, and enforcement of UBS AM's Code of Ethics Detailed salary information: * New York, Chicago: the salary range for this role is $176000 to $229000 * Raleigh, Nashville: the salary range for this role is $140000 to $180000 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. 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 - 10+ years of experience in asset management compliance experience at a global financial services institution, asset manager, regulatory agency or major consulting firm covering credit funds or alternative investments. * experience with bank loans, private credit, high-yield bonds, and CLOs is strongly desired. * expertise in securities regulation is a must (Investment Advisers Act, the Investment Company Act, the Commodity Exchange Act and/or the Securities Exchange Act), as well as a thorough understanding of the legal and regulatory expectations / requirements related to private funds, SMA's and registered investment companies. Bank-affiliated asset management expertise is a plus. * knowledge of front to back asset management operating models (operational procedures, investment process, applications used, etc.) is a plus. * bachelor's degree in a relevant area of study. A graduate degree (e.g., MBA or JD) is a plus. * structured, rigorous, analytical, holistic and thorough in your approach, of sound judgment and common sense, with the ability to form defensible conclusions from risk assessments and the ability to "stand your ground", where necessary. * excellent interpersonal skills, and crucially, a collegial, friendly team player. * ability to articulate views, assessments and approaches both verbally and in writing precisely, concisely and persuasively. * ability to present to and respond effectively to senior internal and external stakeholders, including regulators. * capacity to calmly manage conflicting priorities and pressure in a demanding, high-paced and high-volume environment. * dedication to fostering an inclusive culture and value diverse perspectives. 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.

The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We're Looking For * Series 7, 63, 65, 66 required prior to hire * Insurance licenses must be obtained within 6 months of hire * Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings * A sound understanding of the Broker/Dealer and RIA marketplace * Bachelor's Degree required The Purpose of Your Role This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. The Skills You Bring * Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance * Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products * Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs * An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results The Value You Deliver * You are helping families grow and protect their assets by: * Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer * Developing a comprehensive wealth and financial plan intended to organize the client's finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy * Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities * Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning * Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience How Your Work Impacts the Organization Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them. The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

Your role We're looking for a HOLT Data Products Analyst to: * program and maintain standard and bespoke HOLT data files for incorporation in the investment process of clients * develop standard access and testing code for delivery to clients alongside the HOLT data * conduct quantitative research on HOLT data and alpha signals * develop and maintain the HOLT Management Inventive/Governance machine learning algorithms * collaborate with the HOLT Model Development group on development of the HOLT model and tools infrastructure * collaborate with internal partners across UBS Data Intelligence and UBS as a whole * develop subject matter expertise to represent the HOLT Data Products offering to clients Detailed salary information: * New York, Chicago: the salary range for this role is $145000 to $172500 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 * strong understanding of fundamental factors and portfolio management theory * advanced programming skills in Jupyter Notebooks, Python, SQL * passion for financial markets with an interest in taking on a client-facing role * excellent analytical skills and attention to detail * inquisitive, self-motivated, team-oriented and demonstrate an ability to work in a time sensitive environment * bachelor's degree (or equivalent) in Accounting, Finance, Computer Science, or Engineering Preferred Skills * CFA Charter holder or progress towards * familiarity with Databricks Platform * experience with Machine Learning / AI 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.

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior DevOps Engineer Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Senior DevOps Engineer to join our Technology team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Senior DevOps Engineer designs, develops, monitors, optimizes, and automates software delivery pipelines for applications, Docker images, AWS resources, and infrastructure components. This role builds automation and tooling to promote applications and infrastructure across environments to production, ensuring compliance with security and audit requirements. A key focus is implementing automation to accelerate software delivery. Job Responsibilities: * Provision users, roles, projects, and permissions; build tools and automation for GitLab. * Design and implement delivery pipelines for applications and infrastructure; integrate quality, security, and process gates to identify issues early. * Develop and maintain Terraform components for AWS. * Deploy and maintain applications in AWS EKS using ArgoCD and Istio; ensure scalability, reliability, and security; build reusable Kubernetes resources with Helm. * Collaborate with security and audit teams to integrate vulnerability scans and process checks into CI/CD pipelines; participate in quarterly audits and automate evidence collection for auditors. * Work closely with development, security, SRE, and operations teams across multiple geographies. * Build tools to enhance DevOps efficiency and increase pipeline velocity. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk Required Qualifications: * Bachelor's degree * 5+ years of relevant experience * Proficiency in Python, Shell Scripts, Terraform, Helm * Knowledge of HTTP protocols, REST APIs, and authentication protocols (e.g., OAuth) * Experience with AWS, Kubernetes, Istio, ArgoCD * Familiarity with GitLab, GitLab APIs, GitLab CI/CD * Preferred Qualifications: * Experience with Open Policy Agent, Rego, Microsoft Azure * Knowledge of MS SQL Server, PostgreSQL, Redis, OpenSearch Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Salary: The annual base salary range for this position is $117,000 to $146,000. Envestnet is an Equal Opportunity Employer. #LI-AA1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you! Responsibilities: Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new account paperwork to ensure documents are complete and in good order Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved. Document key client achievements and other relevant data into systems that will assist in future client interactions Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented Requirements: 2+ years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor's degree or equivalent experience preferred Good understanding of finance and investment markets/securities Critical thinking, attention to detail, and multi-tasking skills required Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events Position requires a high level of confidentiality Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,000 - $65,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. 4 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected]. 1 The Barron's 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024.

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

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

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Software Engineer - AI Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Senior Software Engineer - AI to join our Technology team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: We are seeking a hands-on Software Engineer with applied AI experience to develop robust frameworks and workflows that support model calibration, evaluation, and reliable deployment of AI-driven features. This role bridges engineering and machine learning, requiring strong coding skills, a deep understanding of model lifecycle needs, and cross-functional collaboration to deliver production-ready solutions. Job Responsibilities: * Design and implement calibration frameworks and automated evaluation pipelines for custom models. * Build reusable libraries and CI/CD-friendly tools to ensure model validation is repeatable and auditable. * Translate Data Science requirements into robust engineering deliverables including tests, automation, and monitoring. * Develop agent-based workflows for model-driven applications (e.g., prompt orchestration, tool integration). * Collaborate with Product, Engineering, QA, and Data Science teams to define requirements, coordinate delivery, and validate outcomes. * Maintain high code quality through reviews, testing, and reproducible experiment setups. * Analyze structured and unstructured data to inform engineering decisions. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk Required Qualifications: * Proven software engineering experience in production environments. * Proficiency in Python and/or Node.js; .NET experience is a plus. * Hands-on experience with model calibration, evaluation workflows, or similar ML enhancement processes. * Ability to convert ML/DS concepts into reliable, testable, and CI/CD-compatible code. * Experience with AI agent workflows including prompt engineering and orchestration. * Strong testing discipline and documentation skills. * Effective cross-functional communication and delivery coordination. Preferred Qualifications: * Familiarity with agent/orchestration frameworks (e.g., LangChain, LangGraph, Semantic Kernel). * Experience with vector databases (e.g., Pinecone, FAISS, RedisVector). * Knowledge of Snowflake or similar cloud data platforms. * Experience with Docker and CI/CD pipelines. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program #LI-MD1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now