HSBC Bank jobs in Chicago, IL - 28 jobs

The opportunity : Country Head Protective Security Being part of HSBC in Switzerland, you'll help evolve and grow our business. Protective Security is part of a newly created Business Risk & Resilience division within the Global Chief Operating Office (GCOO) at HSBC. Protective Security (PS) is responsible for the protection of our people, buildings, and assets. This is achieved by deploying physical & electronic countermeasures to minimise the risk. PS also work closely with internal stakeholders, partner vendors, intelligence agencies and law enforcement to monitor and respond to the changing threat landscape. As Country Head Protective Security, the job-holder is locally responsible for a range of activities across the discipline of Protective Security requiring considerable expertise. Working with the wider global and regional Protective Security teams and the local COO, the job holder ensures controls are managed to agreed standards, represents Protective Security to senior and executive management in the market and engages with relevant regulators and law enforcement agencies as required. Are you interested ? Do you have experience in risk or control management? Do you enjoy to be part of a cohesive team ? If you answered yes to any of these questions, we want to hear from you! What you will do: The role holder is involved in all aspects of the physical security of HSBC buildings, people and assets together with assessing new or emerging threats of a terrorist and political nature. The job holder is required to work interactively with internal colleagues to reach an acceptable and defensible risk assessment on a variety of issues. The job holder is able to appoint consultants and suppliers within his limits of financial authority and is responsible for their performance. The job holder is accountable for the delivery of all projects and services on time and within budget to agreed Global standards. In this role you will: Responsible for local Protective Security management for Switzerland ( base ) with assistance from the regional team as required Oversee security arrangements including but not limited to country evacuation/invacuation and event planning; and implement recommendations in line with Group standards and industry best practice. Manage all elements of the travel security programme in line with Group Standards Manage the Security Control Room within Switzerland facilitating consolidation to a regional hub at the earliest opportunity embedding the Globally Strategic PSIM ( Protective Security Information Management ) System. Manage the deployment of Close Protection security officers when the need arises based on a comprehensive understanding of the prevailing risks Ensure first line response is in place for all incidents involving Protective Security related criminal actions. For significant PS incidents, or where assistance is required, escalate to regional Protective Security management, engaging locally as required to ensure procedures are followed Collaborate with stakeholders and the aligned IT Protective Security team to ensure that the physical security elements of any new build or refurbishment project are clearly embedded in any requirements. Source assistance from the regional team as required. Manage the PS Capex requirements. Embrace new technology, processes, systems or ways of working that enable better management of risk Create a robust security awareness culture within the Market Deliver upon the Protective Security Global Strategy ensuring this is followed with any installations or replacement of technology. Oversee, Plan and Manage events within Local Market Lead on Maintenance projects for acocuntable Markets which also ensuring maximum efficiency and availability of CCTV, Access Control and Intruder detection. Manage all recertification tasks for access control ensuring no unauthorised access for any colleague, visitor or contractor. Lead on Safety and Security training for all colleagues within accountable markets You should apply if you have : Experience in risk or control management Good knowledge of the retail business including operational security practices (Market relevant) Good knowledge of the core Protective Security disciplines An understanding of law enforcement techniques and procedures Ability to make decisions including when under pressure and to tight deadlines Excellent written and verbal communication skills, with the ability to influence stakeholders at all levels Ability to balance multiple competing demands to find the best solutions Innovative thinking Understanding of Protective Security priorities and an ability to translate to local direction High ethical standards Fluency in local language and English a pre-requisite Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit. Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you. What you'll get in return: Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefit We'll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University. You can work your way and will have a say in when, where and how you and your team flexibly work together. Our benefits will give you financial security, and can includ e: Health & meal allowance, public transport or (e-)bike allowance Our family-focused benefits can help you to support your loved ones and include: Days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks' paternity leave & 26 weeks' maternity leave Emergency Childcare with the Red Cross, free of charges for HSBC employees. Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave, Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme We'll give you a huge range of resources that support your mental, physical and social well-being, including: Various sports and leisure activities organised by the employees for the employees. The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems - either at work or at home. Unlimited telephone consultations services available 24/7. You'll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices You'll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests. HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland. At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process. HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent. Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please let us know. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis. For further information on building your career at HSBC, please visit: ********************

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

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

Purpose of the role To participate in the day-to-day activities of the investment banking division. Gain broad exposure to different type of clients, transactions and focus on specialist areas. Accountabilities Collaboration on live deals, client pitches, support the team with advising on a broad range of corporate clients, delivering holistic, structured solutions to deliver on client goals. Collaboration with cross-functional teams to support business initiatives. Participation in training and development programs to enhance skills and knowledge. Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for investment banking. Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions. Development and implementation of financial models and strategies that support in decision making in investment banking. Understand how businesses work and learn from experts in the industry. Training and mentoring of junior colleagues. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviors are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organizations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organization sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organization. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibilities, guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Investment Banking Summer Intern Program? As a Banking intern, you will be working with various Investment Banking teams. Here you'll come up with the answers to our clients' most strategic questions. Advising a broad range of corporate clients, you'll deliver holistic, structured solutions that help our clients deliver on their goals; whether that's through mergers and acquisitions, capital raising, structured solutions or risk management. As a Summer Analyst, you'll spend the summer learning the art and science behind executing a transaction. As a member of one of our industry, product or geographic groups, you'll work on live deals and deal proposals. You may also work on projects that include: • Financial analysis and modeling • Valuation • Industry research • Client due diligence • Developing written materials, including offering memoranda and new business presentations. Investment Banking at Barclays Barclays is one of the world's top-tier investment banks. We are one of the only non-US, full-service rivals to the biggest US investment banks. And being headquartered in Europe gives us a unique advantage. We think and act differently. From Hong Kong to Houston, and Tel Aviv to Tokyo, everyone at Barclays enjoys a real sense of purpose, because they work for a business that fosters innovation, champions sustainability, and deploys finance responsibly for the common good and the long term. Who we're looking for To be considered for this program, you must be pursuing an undergraduate degree and have a target graduation date within one year of the conclusion of this internship. Ideally, you'll have A GPA of 3.2 or above and unrestricted work authorization in the country you're applying to work within. You'll have a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirit, all of which might be showcased through your involvement in extracurricular activities. Working in Chicago Chicago, on Lake Michigan in Illinois, is among the largest cities in the U.S. Famed for its bold architecture, it has a skyline punctuated by skyscrapers such as the iconic John Hancock Center, Barclays plans to invest and expand the new space at 190 S La Salle St in Chicago. We support consumers and small businesses through our retail banking services, and larger businesses and institutions through our corporate and investment banking services. Salary / Rate Minimum: $110,000 Salary / Rate Maximum: $110,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available To be eligible, applicants must be currently authorized to work in the United States on a full-time basis. You are responsible for completion of all documentation in support of optional practical training (OPT) or curricular practical training (CPT). Barclays does not provide financial assistance or execute any documents (other than verification of employment) in connection with OPT or CPT. Barclays will not sponsor applicants for work visas or offer any employment-based immigration sponsorship for individuals who are not enrolled in, or do not graduate with, a degree in a field of study that the U.S. Department of Homeland Security and the Department of Education consider to be a science, technology, engineering or mathematics (STEM) field of study for purposes of the 24-month STEM OPT extension. This includes for any internship, post-graduation program, or permanent employment, now or in the future. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.

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

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. We are looking for a detail-oriented, Content Governance Specialist to join our global marketing team. This role is responsible for implementing and enforcing the policies, processes, and standards that shape our digital content lifecycle. The Content Governance Specialist will help ensure content - and the systems that house it - are easily discoverable, organized and maintained in accordance with the organization's larger content and digital strategies. As a key member of the content team, you will work closely with digital marketing, regional content teams and IT to maintain the infrastructure needed for efficient content management. This role is ideal for someone who thrives in a fast-paced, collaborative environment and has a passion for organizing content at scale. Key responsibilities include: Content management and governance: Manage and maintain the internal content library, ensuring that all assets are organized, tagged and easily accessible by marketing teams around the world Help publish content on the organization's website using a headless CMS platform Identify opportunities for streamlining content management processes and help implement automation solutions to improve efficiency Document comprehensive content governance frameworks, policies, editorial guidelines and style standards. Enforce content governance to ensure consistency in categorization, metadata tagging and version control, internally and externally Regional support and coordination: Help support regional teams, providing guidance and training on internal content management processes and how to publish content through the CMS Content quality assurance: Conduct regular audits of content to ensure it is accurate, up-to-date, and in line with global brand guidelines. Support for content personalization: Assist in implementing AI-driven content personalization initiatives Performance monitoring: Define and track key performance indicators (KPIs) related to content usage and performance, using data to inform improvements Skills and experience: Content management systems (CMS) and digital asset management (DAM): Experience with enterprise-level CMS/DAM systems is a must; specific experience with Sitecore, Airtable, Wrike, Microsoft 365 and Marketo Engage a plus Project management: Ability to manage multiple content projects simultaneously, ensuring timelines and quality standards are met Content governance: Strong understanding of content governance principles, including content categorization, version control and metadata management Global collaboration: Experience working with cross-functional teams, especially in a global or multi-regional context Digital content marketing knowledge: Familiarity with top- and mid-funnel content strategies and how content supports lead generation, engagement and nurturing Attention to detail: A keen eye for detail to ensure that content is consistently organized and aligned with brand and marketing objectives Process improvement: Experience identifying areas for process optimization and implementing solutions to enhance operational efficiency Communication and training: Excellent written and verbal communication skills, with the ability to articulate complex information clearly, build relationships and guide regional teams $74,000 - $101,000 The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. Benefits: Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** At this time, we are unable to offer visa sponsorship for this position. Candidates must be legally authorized to work for any employer in the United States (or (applicable country) on a full-time basis without the need for current or future immigration sponsorship. This role is eligible to be primarily remote within the United States. However, candidates must reside within a reasonable commuting distance to one of our office locations, as occasional on-site presence may be required for team meetings, training sessions, or company events. #LI-Remote Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.

The Role As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios. The Expertise and Skills * Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy * Juris Doctorate (ERISA specialty) * Your responsibilities will include: * Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity * Contribute to Workplace Consulting's thought leadership efforts, ensuring clients understand current and evolving regulations * Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs * Skills required for the role: * Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements * Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions * Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus * Outstanding partnership skills and ability to inventively influence others across groups * Strong critical thinking and problem-solving skills * Excellent oral and written communication skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and critical 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. * High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. * Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. * Resourceful and Organized: Adept at balancing multiple priorities-while staying focused and organized. * Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. * Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. * Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. * Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal. The 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 $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

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an employment, ERISA and Employee Benefits Specialist, you will play a pivotal role in managing and presenting complex information to various committees, developing strategic responses, and overseeing claims and appeals processes. Your expertise in ERISA and employee benefits-related laws will be crucial in ensuring compliance and efficiency across bespoke projects and legal matters. Your experience in employment and litigation will be crucial to managing discovery, outside counsel and witnesses. Key Responsibilities: Present relevant items to the Benefits Administrative Committee and Claims and Appeals Subcommittee Develop strategies for proposed responses, verifying them with team lawyers Assist in managing outside counsel to ensure claims, appeals, and cases run smoothly and efficiently Oversee the review and resolution of COLI/BOLI claims Conduct discovery by gathering and reviewing documents and information Collaborate with HR colleagues and external counsel to ensure effective communication and understanding Review HSBC Pension and 401(K) Investment Management Agreements Collaborate on specific WPB ERISA projects, including Fiduciary Rule Working Group and PTE 2020-02 Working Group Leverage AI and the Productivity Suite to enhance efficiency in legal processes Qualifications: Sophisticated knowledge of litigation, employment law, ERISA and employee benefits-related laws Proven ability to manage complex legal processes and collaborate effectively Strong leadership skills and ability to influence colleagues at all levels Excellent communication skills and proficiency in technology tools As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

The opportunity : Client Lifecycle Management - Enhanced Due Diligence Analyst Being part of HSBC in Switzerland, you'll help evolve and grow our business. The Client Life Cycle Management (CLM) Enhanced Due Diligence (EDD) Analyst is responsible for managing and conducting Customer Due Diligence activities for all types of risks levels to meet applicable legal, regulatory requirements as well as HSBC policies and procedures (Customer Due Diligence (CDD), Anti-Money Laundering (AML) and Sanctions). Are you interested ? Do you have a proven working knowledge of AML, regulatory compliance and controls within the Swiss Private Banking or financial services industry? Do you enjoy to be part of a cohesive team ? If you answered yes to any of these questions, we want to hear from you! What you will do: The CLM Analyst will ensure that prospect and/or customer Know Your Customer (KYC) / Know Your Transactions (KYT) information are meeting requirements by conducting enhanced due diligence activities such as: screening using internal tools and open media researches, review internal and external documentation. Additionally, the CLM EDD Analyst will coordinate external vendor report request when and if applicable. This person will deliver consistent and practical end-to-end operational support to client facing teams, providing first-class client experience to both internal (client facing) and external clients, ensuring compliance with internal and external guidelines and regulations for this key client stage. The CLM Analyst will report to Client Lifecycle Management Head of Enhanced Due Diligence under the leadership of the EMEA Head of CLM The CLM Enhanced Due Diligence Analyst is responsible for managing Due Diligence Activities for all tasks related to Customer life cycle events. CLM Team should strive to streamline operations to drive continuous improvement to the client experience and drive growth to GPB bottom line. In this role you will: Provide advisory and operational support to front office staff for all new or existing to bank customers CLM activitites, meeting the following objectives: Direct client engagement Customer Onboarding CDD modification management PEDR overdues within treshold Quality metrics within tresholds Adherence to CDD guidelines and risk appetite Assess whether such clients match the risk appetite of the Group and the Bank Preserve the reputation of the HSBC Group and Protect the Bank from a possible financial crime exposure Drive the client experience efforts in line with CLM's client experience strategy focusing on working proactively supporting the FO managing existing clients in a cohesive and meaningful manner. Maintain highest standard of excellence in client service across the team and with individual portfolio through a range of initiatives. Deliver consistent fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Establish and maintain excellent working relationships with major stakeholders Adapt to the changing environment (new regulations, introduction of further technology, reorganizations, etc.) Efficiently and regularly cooperate with the Front office and other stakeholders in order to spread a common culture, enforce requirements and respect the Front office business objectives. Perform an adequate follow-up of the tasks at all times in order to escalate potential issues in a timely manner You should apply if you have: Knowledge of EUNINT and/or MENA markets specifies from a KYC/KYT perspective Proven working knowledge of AML, regulatory compliance and controls within the Swiss Private Banking or financial services industry Minimum of a B.A. degree or relevant work experience Experienced in due diligence activities (screening and researches) AML certifications (i.e: ACAMS or Vision Compliance or similar) Experienced in due diligence activities (screening and researches) Excellent communication skills Experienced in roles involving client facing activities (i.e: meetings) Can-do and problem solving attitude At ease under pressure and demonstrating good resilience Strong teamwork initiative Fluent in Hebrew, Arabic or Mandarin required Ability to work professionally with all levels of staff and management Skilled IT user with a capacity to adapt to new or complex tools and use efficiently all usual software suit (Excel, Word, Access, Outlook, etc.) Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit. Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you. What you'll get in return: Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits: We'll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University. You can work your way and will have a say in when, where and how you and your team flexibly work together. Our benefits will give you financial security, and can include: Health & meal allowance, public transport or (e-)bike allowance. Our family-focused benefits can help you to support your loved ones and include: Days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks' paternity leave & 26 weeks' maternity leave . Emergency Childcare with the Red Cross, free of charges for HSBC employees. Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave. Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme. We'll give you a huge range of resources that support your mental, physical and social well-being, including: Various sports and leisure activities organised by the employees for the employees. The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems - either at work or at home. Unlimited telephone consultations services available 24/7. You'll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices. You'll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests. HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland. At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process. HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent. Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please let us know. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis. For further information on building your career at HSBC, please visit: ********************

Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking. You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product & Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business. The Expertise We're Looking For * Health & Welfare outsourcing services expertise required. * Bachelor's Degree, minimum; master's degree or MBA preferred. * Experience engaging with senior internal and external clients and partners * Experience delivering strong results while working in cross-organizational, highly matrixed environments. * Minimum of 10 years of experience in the healthcare product/industry experience. * A minimum of 7 years managing a team. * Experience in Workplace Investing with a solid understanding of operations and service delivery model * Series 7, 63, and 24 required (can be obtained in the role) The Purpose of Your Role Guide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work. The Skills You Bring * Extensive management and health plan administration experience. * Strong knowledge of Fidelity's products and services, management processes and overall Fidelity network a plus. * Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives. * Proven capability to deliver to tight timeframes and be successful in fast moving environments. * Outstanding oral and written presentation skills. * Strong communication and facilitation skills. * Outstanding meeting management skills. * Project management. * Strong organizational skills. * Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning. The Value You Deliver * Managing day to day activities for associates - including deal assignments and balancing requests to support WI Healthcare sales goals. * Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning. * Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process. * Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible. * Assisting team in managing RFP responses and overall deal quality through entire sales cycle * Managing group initiatives to support key business goals. * Providing input to the sales strategy. How Your Work Impacts the Organization The Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals. Certifications: Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA Category: Sales Support 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.

The opportunity : Franco Officer - Fixed-term contract - 6 to 9 months Being part of HSBC in Switzerland, you'll help evolve and grow our business. The purpose of the Franco Officer role is To guaranty the good execution of the client's transfers, the execution of the cross border transfers, the client's registration of the Swiss registered shares, the management of the restricted securities and physical securities, the accounting of physical precious metal transaction To follow up of the settlement of transfers in and out or in , internal transfers of all kind of assets. To ensure the proper execution of the Front Office in accordance with the guidelines and procedures To ensure effective monitoring of cases pending with the fund administrator, the portfolio manager, while ensuring optimal use of various tools in accordance with established procedures and guidelines of the hierarchy Are you interested ? Do you have Knowledge of the banking industry. ? Do you enjoy to be part of a cohesive team ? If you answered yes to any of these questions, we want to hear from you! What you will do: Demonstrates willingness to bring ideas to the table and proposes workable solutions where improvements are needed. Reacts positively to changes. Remains client driven while protecting the bank from risk and maintains effective control standards. Manages self to deliver sustained business performance. Remains professional even when facing a stressful situation. Becomes Subject Matter Expert (SME) of all Franco tasks. In this role you will: Ensures that their time is used effectively and efficiently. Supports cost saving and efficiency efforts. Delivers day-to-day workload on time and to the standard requested by manager. Meets commitments made to colleagues. Understands and ensures completeness of daily tasks and controls. Plans and meets deadlines consistently, Anticipates and addresses potential barriers or issues that could impact the delivery or service that they offer. Knows, draft and keep procedures and DIM up-to-date. Be independent in the daily tasks and controls Provides timely answers to Fund admin and Managers. Proactively contact Legal and Compliance when facing new documentation requirements. Ensures continuous check of the unresolved files with the agents and the counterparties. Instructs the Cross Borders transfers and client's registration for the Swiss registered shares Ensures the correct booking of the restricted securities Manages the physical securities Provides clear and timely responses to the CSHD. Keyes, amends and validates order instructions, guarantees the good execution of the orders in accordance with existing Funds Transfer procedures and guidelines. Makes proposals to improve the process and collaboration with other teams. Follows-up of mid to long-term ad-hoc projects. You should apply if you have: Commercial degree, CFC bancaire or equivalent. Knowledge of the banking industry. Knowledge of English and French are requested. Any other language would be a plus. Computer skills: MS Office. Analytical skills and well organized. Good communication skills, team player and client oriented. Exhibits commitment and resilience, especially when facing stressful situation Polyvalent and fast-learner : ability to quickly adapt to multiple tasks and evolving working situations Able to create relationships and channels of communication with key interfaces and stakeholders Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit. Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you. What you'll get in return: Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits: We'll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University. You can work your way and will have a say in when, where and how you and your team flexibly work together. Our benefits will give you financial security, and can include: Health & meal allowance, public transport or (e-)bike allowance. Our family-focused benefits can help you to support your loved ones and include: Days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks' paternity leave & 26 weeks' maternity leave . Emergency Childcare with the Red Cross, free of charges for HSBC employees. Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave. Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme. We'll give you a huge range of resources that support your mental, physical and social well-being, including: Various sports and leisure activities organised by the employees for the employees. The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems - either at work or at home. Unlimited telephone consultations services available 24/7. You'll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices. You'll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests. HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland. At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process. HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent. Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please let us know. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis. For further information on building your career at HSBC, please visit: ********************

The Role Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound role in providing high-quality, comprehensive, and efficient data quality solutions for our clients' benefit programs. Your expertise will drive solution efforts through meticulous project management and fostering a highly collaborative environment. Role experiences include: * Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects. * Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes. * Supporting internal partners to build and develop coordinated processes that meet margin goals. * Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll. The Expertise and Skills You Bring * Education: * Bachelor's degree or equivalent experience (required). * MBA (a plus). * Experience: * A deep understanding of Defined Benefit plans. * 5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation. * Defined Benefit implementation experience is strongly preferred. * Skills: * Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions. * Capable of working with large data sets, thinking analytically, and report out status and/or story. * Outstanding project management skills. * Proven ability to manage various sized, client-facing program/project teams to successful completion. * Strong ability to navigate and manage client and/or vendor relationships. * Heavy collaboration and storytelling skills, conveying confidence in your team's end goal. * Ownership of outcomes and clear communication of the status and results. Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring * Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project * Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners * Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected * Building and maintaining successful relationships with clients, vendors, internal partners * Balancing constant communication while delivering on responsibilities The 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 $89,000-180,000 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 opportunity : Tax Reporting Officer Being part of HSBC in Switzerland, you'll help evolve and grow our business. The Tax reporting Officer role covers the activities of tax reporting for PBRS in Switzerland. The role cover the activities of Tax reporting for Tax authorities. Are you interested ? Do you have a strong Operations knowledge ? Do you enjoy to be part of a cohesive team ? If you answered yes to any of these questions, we want to hear from you! What you will do: The role primarily surrounds ensuring that : K1 forms are reconciled, send to the client in timely manner. Discrpencies are addressed to Funds Administrator and properly monitored into the follow-up file. Issues are escalated to Manager. Tax reports solutions sent out to tax authorities are accurate and provided in a timely manner. Being at the end of the operational chain, the tax reporting activity monitoring is a priviledged way to detect any upstream issues, discrepancies within operations/core systems. Indeed, the Tax reporting Officer must act across all departments in order to enhance the reporting quality. Guarantee the figures accuracy and coordinate the appropriate correction when an error has been detected on Reports / Systems / Products which requires multiple skills and especially being able to speak both IT and Business “languages”. Due to the complexity of systems architecture in place, any decision of change, fixing, improvement must be submitted to the service manager before action. In this role you will: Support Front Office on Tax reporting related subjects/issues. Coordinate with Outsourced Teams and Front Office for Tax Reclaim process Business / Client investigation issues. Production of mandatory documents required by Tax authorities. Ensure that Tax Documents are conform with the rules applicable by Swiss tax Authorities/Foreign Tax authorities (When applicable). Provide efficient and timely support to RM's for raised issues/requests. Ability to anticipate RM's requirements/new clients' needs. To escalate strange or unusual activities within the client reporting function to the Service Manager. To participate in and support change related user acceptance testing and business resumption activities. Anticipate new client needs, related/non related workload increases. You should apply if you have: Specific Financial knowledge: Interests, Capital Gain, Corporate Actions, financial products Strong Operations knowledge Tax knowledge Be able to work under pressure and deliver within strict deadline Computer skills : Avaloq, EasyTax, FiTax, MS Office. Fluency of spoken and written French and English. Conscientious, hardworking and result oriented. Motivated to achieve high performance. Methodical and adaptable. Enquiring mind, actively seeking information. Proactive, with desire to improve processes A strong team player, working closely with operational areas towards resolving outstanding items. Co-operates and builds rapport with others. Good communication skills and information sharing. Good organizational skills. Analytical & Problem solving skills - the candidate should be to analyze and comment on large volumes of data and be able to propose solutions to issues within a short period of time. Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit. Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you. What you'll get in return: Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits: We'll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University. You can work your way and will have a say in when, where and how you and your team flexibly work together. Our benefits will give you financial security, and can include: Health & meal allowance, public transport or (e-)bike allowance. Our family-focused benefits can help you to support your loved ones and include: Days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks' paternity leave & 26 weeks' maternity leave . Emergency Childcare with the Red Cross, free of charges for HSBC employees. Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave. Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme. We'll give you a huge range of resources that support your mental, physical and social well-being, including: Various sports and leisure activities organised by the employees for the employees. The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems - either at work or at home. Unlimited telephone consultations services available 24/7. You'll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices. You'll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests. HSBC has been certified “Top Employer 2025” in Switzerland. This recognition from the Top Employers Institute rewards our HR practices and recognises HSBC as an HR Leader in Switzerland. At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process. HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent. Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. If you have a need that requires accommodations or changes during the recruitment process, please let us know. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis. For further information on building your career at HSBC, please visit: ********************

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

Work style: Hybrid or Home Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. HSBC Innovation Banking provides debt solutions to early stage, high growth and public companies in the technology sector. Our differentiator is a global footprint in 70+ countries as well as a well-rounded banking platform including investment and corporate banking solutions. We are looking to hire an Assistant Vice President who is passionate about the technology sector and innovation ecosystem. Ideally, you have experience in structuring and underwriting debt transactions as well as a keen curiosity about high growth companies in the enterprise, fintech, consumer, and climatetech sectors. You will be a critical member of a lean team and primarily focus on due diligence, deal structuring, and portfolio management as well as presenting with internal partners regarding the Innovation Banking division's debt portfolio. What you might expect on typical day: + Meet with clients & prospects and help the team in building and maintain relationships with these companies + Help structure venture debt facilities and other bank product credit limits that encourage balanced growth and protect against downside risk + Perform key underwriting functions including KPI analysis, driven/market analysis, and financial modeling including forecasting, scenario, and valuation analyses + Ensure accurate internal documentation of debt facilities, financial reporting and internal risk ratings + Build and maintain a portfolio management framework that ensures timely and concise reviews of financial performance to senior credit approvers + Review information and communicate on clients' performance internally + Build and maintain multiple internal controls related to the debt and bank product credit limits. + Develop a firm understanding of HSBC's banking products and markets **Requirements** + Ability to analyze business models, financial statements, competitive landscapes, and KPI's + Experience in debt underwriting with a focus on the technology sector with a particular understanding of risk mitigation, capital structures, and repayment analysis + Ability to assess and handle credit risks of existing portfolio including covenant compliance, rating changes, and ongoing financial performance + Constantly curious and has a keen curiosity about tech trends/news as well as a firm understanding of the startup and VC ecosystem + Willingness to wear multiple hats and collaborate with clients and internal partners + Ability to work alongside legal counsel in negotiating commercial and credit terms + Proficiency in Excel as well as databases such as Pitchbook or Crunchbase As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Chicago

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

Work style: Hybrid Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an employment, ERISA and Employee Benefits Specialist, you will play a pivotal role in managing and presenting complex information to various committees, developing strategic responses, and overseeing claims and appeals processes. Your expertise in ERISA and employee benefits-related laws will be crucial in ensuring compliance and efficiency across bespoke projects and legal matters. Your experience in employment and litigation will be crucial to managing discovery, outside counsel and witnesses. **Key Responsibilities:** + Present relevant items to the Benefits Administrative Committee and Claims and Appeals Subcommittee + Develop strategies for proposed responses, verifying them with team lawyers + Assist in managing outside counsel to ensure claims, appeals, and cases run smoothly and efficiently + Oversee the review and resolution of COLI/BOLI claims + Conduct discovery by gathering and reviewing documents and information + Collaborate with HR colleagues and external counsel to ensure effective communication and understanding + Review HSBC Pension and 401(K) Investment Management Agreements + Collaborate on specific WPB ERISA projects, including Fiduciary Rule Working Group and PTE 2020-02 Working Group + Leverage AI and the Productivity Suite to enhance efficiency in legal processes **Qualifications:** + Sophisticated knowledge of litigation, employment law, ERISA and employee benefits-related laws + Proven ability to manage complex legal processes and collaborate effectively + Strong leadership skills and ability to influence colleagues at all levels + Excellent communication skills and proficiency in technology tools As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Chicago

Purpose of the role To participate in the day-to-day activities of the investment banking division. Gain broad exposure to different type of clients, transactions and focus on specialist areas. Accountabilities Collaboration on live deals, client pitches, support the team with advising on a broad range of corporate clients, delivering holistic, structured solutions to deliver on client goals. Collaboration with cross-functional teams to support business initiatives. Participation in training and development programs to enhance skills and knowledge. Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for investment banking. Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions. Development and implementation of financial models and strategies that support in decision making in investment banking. Understand how businesses work and learn from experts in the industry. Training and mentoring of junior colleagues. Associate Expectations Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organization sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practices (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 8-10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Investment Banking Summer Intern Program? As a Banking intern, you will be working with various Investment Banking teams. Here. you'll come up with the answers to our clients' most strategic questions. Advising a broad range of corporate clients, you'll deliver holistic, structured solutions that help our clients deliver on their goals; whether that's through mergers and acquisitions, capital raising, structured solutions or risk management. As a Summer Associate, you'll spend the summer learning the art and science behind executing a transaction. As a member of one of our industry, product or geographic groups, you'll work on live deals and deal proposals. You may also work on projects that include: •Financial analysis and modelling •Valuation • Industry research • Client due diligence • Developing written materials, including offering memoranda and new business presentations. Investment Banking at Barclays Barclays is one of the world's top-tier investment banks. We are one of the only non-US, full-service rivals to the biggest US investment banks. And being headquartered in Europe gives us a unique advantage. We think and act differently. From Hong Kong to Houston, and Tel Aviv to Tokyo, everyone at Barclays enjoys a real sense of purpose, because they work for a business that fosters innovation, champions sustainability, and deploys finance responsibly for the common good and the long term. Who we're looking for To be considered for this program, you must be pursuing an MBA degree, graduating between December 2026- June 2027. Ideally you'll have A GPA of 3.2 or above. You'll have a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirt, all of which might be showcased through your involvement in extracurricular activities. Working in Chicago Chicago, on Lake Michigan in Illinois, is among the largest cities in the U.S. Famed for its bold architecture, it has a skyline punctuated by skyscrapers such as the iconic John Hancock Center, Barclays plans to invest and expand the new space at 190 S La Salle St in Chicago. We support consumers and small businesses through our retail banking services, and larger businesses and institutions through our corporate and investment banking services. Salary / Rate Minimum: $175,000 Salary / Rate Maximum: $175,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.