J.P. Morgan jobs in Boston, MA - 341 jobs

GROUP DESCRIPTION: Jefferies' Municipal Finance Group currently employs more than 100 specialists focused on the municipal bond market and dedicated to structuring, underwriting, selling and trading municipal securities. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others. With public sector and industry expertise, Jefferies is a market leader in municipal finance, with core regional focuses and an expertise in the following sectors: airports; general government tax-backed; healthcare; higher education; housing and real estate; primary/secondary education; public power and energy; public-private partnerships; securitizations; state revolving funds; transportation; water and sewer; and project finance. PRIMARY RESPONSIBILITIES: The Municipal Finance Group is actively looking for an experienced Associate or Vice President. This position will support senior bankers and rapidly assume significant responsibilities, beginning to lead client coverage and lead senior managed transactions. Associates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks. Desired Skills and Experience * Strong past experience in the public finance industry * Desire to be actively involved in client coverage * Desire to lead transactions * Strong technical, written and verbal communication skills * Demonstrated ability to multi-task, managing a variety of transactions and projects simultaneously and sometimes managing conflicting priorities * Resourceful self-starter, able to work autonomously and as team player * Detail-oriented and organized * Excellent interpersonal skills QUALIFICATIONS: * Must have at least two years experience in a public finance banking role (or similar - e.g., financial advisory firm, issuer, rating agency, etc.) * Must have completed a four-year Bachelor's degree or equivalent program * Strong proficiency in Microsoft Excel, Word and PowerPoint * Demonstrate professionalism and client management skills Primary Location Full Time Salary Range of $175,000 - $250,000 #LI-DNI

Responsibilities: Conducting proprietary research evaluating biotech companies' therapeutic pipeline by analyzing scientific literature, attending medical conferences, and consulting industry experts Writing research reports for initiations of coverage, analysis of data, deep dive in disease/ technology/ IP/ regulation/ policy, and industry/ company news Building and maintaining financial models Conceiving and executing on differentiated project ideas Interfacing with company management teams, internal sales and trading personnel, and institutional investors Candidate should understand that the team is highly motivated to become top-ranked in the biotech equity research Qualifications: ~1+ years of biopharmaceutical investment research, consulting, or industry; prior experience in biopharmaceuticals equity research with full license is a plus Motivated to rise in the sell-side industry in the long-term Advanced degree (PhD/MD/ PharmD) in life sciences preferred, though not required; a strong academic track record is essential Proficiency in written/verbal communication Experience building financial models using excel a required on-the-job skill; prior experience is a plus Motivated, hard-working, attention to detail, team player Can type >120 words per minute Primary Location Full Time Salary Range of $100,000 - $120,000.

As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity's Financial Wellness and Education offerings. The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets. The Expertise We Are Looking For * Experience in employee benefits communications and/or financial services preferred * Client consultation experience * 5+ years creating communication strategies * FINRA Series 7 and 63 licenses preferred (or required within 90 days) The Purpose of Your Role The purpose of the role is to drive participant engagement with Fidelity's wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs. Job Responsibilities * Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services * Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements * Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps * Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution * Communicate operational updates to participants such as fund or fee changes * Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals * Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches * Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need * Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications * Measure and report successes/opportunities based on the results of our communications * Estimate cost of projects and bill for our services (when applicable) Skills We Seek * Highly organized * Ability to work independently or collaboratively based on the circumstances * Creative problem solving * Strong attention to detail * Ability to juggle multiple, competing priorities * Active and effective listening skills * Data driven mindset * Curiosity and the desire to learn * Executive presence with the ability to present a variety of topics with confidence * Team player who is willing to help the broader organization * Ability to influence client direction and decisions * Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers * Ability to travel up to 25% of the time How Your Work Impacts the Organization Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity's vendors. Note: Fidelity will not provide immigration sponsorship for this position Certifications: Category: Communication Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role The Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity's risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program. Key responsibilities will include: * Provide independent risk oversight and challenge to 1st line fraud and operational functions. * Develop and maintain fraud risk management policies and standards to define governance structure, roles and responsibilities, and control requirements. * Oversee fraud risk incident and issue management, ensuring timely escalation, root cause analysis, and end-to-end remediation. * Collaborate with stakeholders to define fraud risk metrics, key risk indicators (KRIs), and reporting frameworks that support risk appetite and tolerance management * Prepare and deliver executive-level materials for risk governance forums and committees, including fraud risk updates, emerging trends, and strategic recommendations * Drive fraud risk advisory support to key stakeholders in the development of new products, services, and key business projects, ensuring proactive risk identification and control design. * Lead independent risk assessments and control testing / validation to optimize control effectiveness and efficiency. Deliver assessment report to senior leadership, ensure appropriate issue classification, ownership, and remediation tracking The Expertise and Skills You Bring Key experience and expertise factors: * 10+ years of risk management experience in roles such as Fraud Risk Management, Operational Risk Management, or Enterprise Risk Management at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies. Risk oversight experience preferred * Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response. * Experiences in development of risk management policies, standards, and frameworks. * Strong knowledge of Operational Risk Management practices and approaches - including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners. * Project management skills preferred. * Excellent social skills including succinct written and verbal communication. Ability to deliver engaging and persuasive presentations and reporting. * Ability to build and maintain collaborative working relationships with partner teams. Note: Fidelity is not providing immigration sponsorship for this position The Team The Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity's fraud risk management program. The team is part of the Risk organization supporting Fidelity's Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity's Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group's mission is close collaboration with partners throughout the Firm - including Business Leaders, Legal, Compliance, Audit, and Security - in pursuit of our common goal of protecting the Firm, its associates, and customers. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Risk

**Trust Acctg Analyst Kaspick** The Trust Accounting Analyst role is responsible for daily and monthly processing within the Trust Accounting and Portfolio Management Systems. Working under general supervision, this position supports all other business units including Trading, Reporting, Gift Administration, Pooled Fund Administration, Transitions, and Tax. This job has extensive knowledge on posting transactions into the accounting databases. **Key Responsibilities and Duties** + Performs daily and monthly account reconciliations and controls in compliance with internal and external audits. + Contributes to decisions and projects of diverse scope that have a moderate impact to the organization (i.e. interface errors, accounting reconciliations, and accounting transactions). + Executes complex and unusual accounting transactions in appropriate applications and databases. + Executes business unit's operational controls and audit routines in compliance with internal and external audits. + Assists in the testing and implementation of new initiatives for process/workflow improvements. + Participates in month-end and period-end tasks (such as trust accounting reporting deliverables and client fee calculations/invoices) assigned to support their completion by due date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required Qualifications** + Minimum 2 years' experience in Trust, Investment or Fiduciary Accounting **Preferred Qualifications** + 3+ years' experience in Trust, Investment or Fiduciary Accounting + Bachelor's degree + Experience working with accounting systems + Experience in a financial services, wealth management, or trust company environment + Background supporting multiple business units or functions within an accounting operations team + Familiarity with gift administration processes + Strong analytical and problem-solving skills with high attention to detail and accuracy + Ability to work independently under general supervision while meeting deadlines + Demonstrated organizational skills and ability to manage multiple priorities simultaneously Related Skills Accounting Standards, Adaptability, Automation, Business Process Improvement, Collaboration, Compliance, Data Analysis, Data Entry/Validation, Innovation, Prioritizes Effectively, Technology Systems, Transaction Processing **Anticipated Posting End Date:** 2026-02-06 Base Pay Range: $63,100/yr - $92,800/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

The Role Reporting to the Senior Vice President, Corporate Development, the Director will support the Corporate Development team and business partners in the valuation and due diligence process of potential acquisitions and strategic investments including the coordination of due diligence activities with internal teams. Additionally, this role will be responsible for originating new opportunities that are strategically aligned with our business and assisting the team with strategic evaluations of core and non-core businesses. Other responsibilities include staying current on industry trends and monitoring strategic moves of top competitors/industry leaders as well as researching current and future trends in the financial services industry. The Expertise & Skills You Bring * 5+ years of experience in Corporate Development, Finance, Mergers and Acquisitions, Investment Banking or Corporate Venture Capital * Proven Track Record in successfully originating, negotiating and closing strategic investments and/or acquisitions that delivered strategic and financial impact * Excellent research and communication skills - the ability to gather and synthesize materials on companies, products, industries and effectively communicate findings * Superior organizational and process/project management skills. Demonstrated ability to coordinate cross-functional work teams * Advanced analytical, financial modeling and valuation skills are required * Mentoring/coaching and leadership skills * Results-oriented, versatile and self-motivated * Financial Service industry experience is preferred Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity Corporate Development Group is a multidisciplinary team that works closely with all Fidelity's Business Units and levels of the organization to evaluate strategic opportunities. These opportunities include potential investments, acquisitions, divestitures, and strategic alliances, as well as business unit evaluations and reviews. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Business Strategy

Your role * Collaborate closely with financial advisors and team associates to support day-to-day operations * Provide exceptional customer service to clients via phone, email, and in person * Assist with client communications, scheduling, and follow-ups * Support marketing efforts including event coordination, client outreach, and basic marketing materials * Maintain organized records and assist with general administrative tasks * Help ensure a positive, professional client experience at all touchpoints Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Prior experience in customer service, marketing, administrative support, or team-based environments * Strong communication and interpersonal skills * Detail-oriented with excellent organizational abilities * Comfortable working in a collaborative, fast-paced team setting * Proficiency with basic office technology (email, CRM systems, Microsoft Office, or similar tools) * Professional demeanor and client-first mindset About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

ANALYST - INVESTMENT CENTER OF EXCELLENCE The Role Do you enjoy working with numbers, staying organized, and approaching tasks with analytical precision and attention to detail? Are you passionate about accurate transaction reporting and effective communication? In this role, you will be primarily responsible for accounting for FMR LLC and subsidiaries' corporate investments, including recording, reconciling, analyzing, and reporting investment balances and transactions (e.g., purchases, sales, income, market value changes), as well as coordinating with vendors. You will ensure accurate and complete daily recording of all investment activity into the investment accounting systems for posting to the general ledger. You will collaborate with Corporate Accounting, Fund Accounting, and Treasury, while contributing to system improvements-upgrading InvestOne, implementing a new investment accounting platform, and enhancing reporting capabilities. This position offers exposure to a wide range of investments and accounting methodologies in support of the Fidelity Investment portfolio. You will also assist with recurring and ad hoc requests, financial reporting, and participate in projects and process efficiency initiatives. Qualifications: The Expertise and Skills You Bring * Bachelor's degree in Accounting preferred * Motivated to obtain SIE license, if not already licensed * Minimum 3 years of relevant accounting experience; insurance and/or investment accounting experience preferred * Strong knowledge of accounting principles, practices, and internal controls * Familiarity with alternative investments and digital assets preferred * Strong analytical and problem-solving skills, with the ability to work independently and collaboratively * Excellent written and verbal communication skills to build and maintain constructive relationships with business partners * Solid understanding of finance and accounting principles, with a strong sense of accountability and ownership * Detail-oriented while maintaining a broad perspective on business objectives * Ability to manage multiple projects concurrently and meet tight deadlines * Capacity to grasp complex organizational and ownership structures * Highly motivated, flexible, and quality-focused team player with strong organizational skills * Willingness to learn financial systems and multi-dimensional reporting tools * Highly proficient in Excel * Demonstrated process improvement mindset * Flexibility to work extended hours during month-end close The Value You Deliver * Actively participate in the daily recording and processing for FMR LLC Investment Portfolio activity. * Support the accounting team in preparation for quarterly financial statement preparation * Implement and enhance processes to improve reporting quality and reduce manual work * Conduct investment accounting research and provide management with clear analysis, recommendations, and conclusion * Respond to inquiries from various Corporate Accounting teams, outside business units, internal auditors, and controllership * Participate in special projects and fulfill ad hoc requests and deliverables as needed The Team As member of the Investment COE Team, this role is exposed to a broad range of investment accounting topics and will directly impact the annual and quarterly financial statements for the consolidated company, FMR LLC. The position provides the opportunity to work closely with members of various teams across Corporate Accounting as well as Treasury. Certifications: Category: Accounting 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.

Job Title: Director, Asset Management Treasurers Office, Alternative Product Oversight The Role As a Director of Alternative Product Oversight in Asset Management's Treasurers Office, you will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm. The Expertise And Skills You Bring * Bachelor's degree in accounting preferable. * A minimum of 10+ years industry or equivalent experience * Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting * Exceptional research and analytical skills * A motivated self-starter committed to accuracy, quality and completion of tasks * Knowledge of operational risk management and internal controls, governance and oversight processes * Outstanding verbal, written and formal presentations communication skills * Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities * CPA a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #FidelityAlts The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations

Recommends, designs, or demonstrates research and analysis methodologies to bridge knowledge gaps. Coordinates product release plans and sets the expectations for delivery of new functionalities. Identifies and fulfills training and hiring needs to help the squads and tribes deliver their goals. Provides analysis leadership on complex systems analysis projects, often across subsystems and companies, in a matrix organization. Consults with business users to develop recommendations that address difficult and complex business needs and opportunities. Primary Responsibilities: * Coordinates and conducts interviews with business users to gather requirements, and analyzes technology needs and system and workflow challenges. * Develops recommendations that address difficult and complex business needs and opportunities. * Establishes full project life cycle plans for complex systems analysis projects, and defines project scope. * Coordinates other analysts in the execution of documents on large and complex projects and monitors the quality and progress of documents created by other analysts. * Designs new systems based on requirements. * Coordinates and participates in the definition of test strategies, and coordinates user acceptance testing efforts. * Communicates progress of multiple projects to management, engages stakeholders on a regular basis, and maintains expectations of internal and external stakeholders. * Serves as industry subject matter expert, and identifies other subject matter experts who are the sources of requirements for large and complex projects. * Works with other teams to evolve standards and best practices for systems analysis processes. * Participates in incident/crisis management to assess business impact, determine/facilitate any workarounds, in concert with the production support organization. * Advises on risk assessment and risk management strategies. * Coaches and mentors junior product analysts and developers on systems analysis techniques and business workflows. Education and Experience: Bachelor's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Principal Systems Analyst (or closely related occupation) performing automation and data quality testing, and systems analysis on Web-based applications hosted in Amazon Web Services (AWS) Cloud or Microsoft SharePoint, using Java, Selenium, and SQL. Or, alternatively, Master's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Principal Systems Analyst (or closely related occupation) performing automation and data quality testing, and systems analysis on Web-based applications hosted in Amazon Web Services (AWS) Cloud or Microsoft SharePoint, using Java, Selenium, and SQL. Skills and Knowledge: Candidate must also possess: * Demonstrated Expertise ("DE") developing API automations to save manual efforts of bulk changes on applications, using Java and Rest Assured Java Library; developing Test automation scripts using Java, Selenium WebDriver, TestNG, JUnit, and Maven; and deploying applications on Amazon Web Services (AWS), using Continuous Integration/Continuous Delivery (CI/CD) pipelines and Jenkins. * DE coordinating requirement gathering using Agile tools -- JIRA, Jira Align, and Confluence; and developing technology roadmaps, strategy, and system enhancements to support business processes, using AWS EC2, RDS, S3, Cross File Transfer (CFT), PostgreSQL, and REST APIs. * DE validating application data by writing complex SQL queries in Snowflake database and PostgreSQL; building Tableau dashboards for business users (for visibility), using database data; and supporting a monitoring and analytics culture across the enterprise, by enabling self-service analytics using CloudWatch and Datadog dashboards. * DE performing product upgrades, plugin installation, data refreshes, and integrations, and providing production and non-production environment support, using Jenkins, AWS RDS Snapshot, and GIT; and coordinating work intake process and integrating complex systems to meet business and enterprise use cases, using AWS Cloud and SQL. #PE1M2 #LI-DNI Certifications: Category: Information Technology Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role Are you passionate about protecting customers and the enterprise from fraud risk? The Enterprise Technology Risk & Analytics (ETRA) group is seeking a seasoned professional to join the Fraud Risk Technology function. The Fraud Technology Risk Analyst will serve as a key member of the second line of defense, providing independent oversight and effective challenge of fraud-related technology risks across the enterprise. This role is responsible for evaluating fraud risk controls, monitoring emerging threats, and ensuring alignment with regulatory expectations and industry best practices. You will collaborate extensively with Fidelity's risk organization, first line fraud teams and business groups, providing subject matter expertise to support the fraud risk management program. The Expertise and Skills You Bring * Bachelor's degree in Information Security, Risk Management, Computer Science, or related field. * Minimum of 5-8 years of experience in technology risk, fraud risk management, or cybersecurity. * Strong understanding of fraud schemes, detection technologies, and risk management frameworks. * Strong analytical, communication, and presentation skills with the ability to influence across levels. * Preferred Qualifications: Professional certifications such as Certified Fraud Examiner (CFE), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), or Certified in Risk and Information Systems Control (CRISC). * Experience in financial services or other highly regulated industries. * Knowledge of machine learning or AI-based fraud detection systems. * Your excellent verbal and written communication skills enable you to prepare and present recommendations to fraud risk partners and senior management. * Your affinity for solving complex problems, comfort with ambiguous situations, and your ability to help find innovative ways to mitigate fraud risk using your advanced analytical and critical thinking skills. * The ability to perform independent review of fraud risk management practices within technology and business units. * Monitor and assess emerging fraud threats and their potential impact on the organization's technology environment. * Experience in the development and execution of fraud risk assessments and scenario analyses. * The ability to evaluate the design and effectiveness of fraud detection and prevention controls in technology platforms. * Partner with cybersecurity, fraud operations, and data analytics teams to identify control gaps and recommend remediation strategies. * Review and validate control testing results and issue remediation plans. * Contribute to the development and maintenance of fraud risk management policies, standards, and procedures. * Enable compliance with applicable regulatory requirements and alignment with industry frameworks (e.g., FFIEC, NIST, ISO27001, AICPA Trust Principles). Note: Fidelity is not providing immigration sponsorship for this position The Team You will report to the Technology Risk leader and manage a small team of technology risk associates. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes across the enterprise. Technology Risk is part of the broader Legal, Risk and Compliance group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity's brand. You will also work closely with other Enterprise Technology Risk teams and Centers of Excellence as well as Fidelity technology and business owners, Operational Risk teams, and Fidelity external auditors and regulators. Certifications: Category: Information Technology Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role Make a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity's cross-functional support. The Team You will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, and Fidelity Private Shares. You will be the face of Fidelity's IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO. The Expertise and Skills You Bring * 15+ years of experience in equity compensation, IPO advisory, or relevant legal experience. * Series 7/63 licenses required (or obtained within first 120 days). * Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications. * Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing) * Bachelor's degree required; CEP designation preferred. * Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management. * Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite. * Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, Communications, Implementation, and Fidelity Private Shares. * Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design. * Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities. * Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness. * Thought leadership to elevate Fidelity's brand through webinars, whitepapers, and industry events. The Value You Deliver * Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions. * Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution. * Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions. * Elevate Fidelity's brand as IPO-proficient through thought leadership and market engagement. * Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable) * Support implementation teams during private-to-public transitions Note: Fidelity is not providing immigration sponsorship for this position. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Business Strategy Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role Within Fidelity, our Digital Solutions Business Analysts are pivotal in partnering with business sponsors, co-leading key initiatives and translating customer and business needs into actionable solutions that deliver tangible value for our customers across digital experiences. This analyst will play a key role in Digital Channels Governance, ensuring consistent customer experiences across web and mobile applications & delivering value to our customers and business through governance and standards by: * Understanding how the customer interacts with Fidelity's digital experiences and the tasks they need to complete. * Facilitating Channel Governance forums to ensure adherence to standards and alignment across stakeholders. * Partnering with teams to improve messaging creation and governance processes across Fidelity.com and Flagship Mobile. * Collaborating with cross-functional teams to drive impact, consistency, and scale across digital experiences. The Expertise and Skills you Bring * Bachelor's degree required. * 8+ years of business analysis experience (or Masters with 6+ years of experience), including experience with successful development and delivery of digital solutions. * Experience in digital product management, governance processes, experimentation, and applying data-driven outcomes. * Ability to communicate and collaborate effectively across multiple teams and stakeholders to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment. * Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making. * Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information. * Familiarity with digital adoption platforms (e.g. Pendo) preferred. * Familiarity with tools like JIRA, Confluence for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams. The Team Digital Solutions members are passionate about bringing together people, process, and technology to serve our growing customer base. DS&S members share a set of core product management and analytical skills, along with differentiating skills that are suited to the product to which they are aligned. This role will support the Digital Channels Governance mission to empower teams to create consistent customer experiences across web and mobile that align to business priorities, ensure adherence to standards, and promote efficiency and scale by leveraging reuse! As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to improve your skills and expand. Note: Fidelity is not providing immigration sponsorship for this position Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com. Certifications: Category: Product Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Head of Proposal & Database Delivery, Vice President As the Head of Proposal & Database Delivery, you will lead a high-performing team. This team delivers world-class sales enablement solutions to drive expansion and client dedication across Workplace Investing (WI). Your organization-comprising of Proposal Consultants, Database Associates, and Sales Content Leads-fulfills an essential function in assisting sales pursuits and client retention across all WI products and market segments. The role requires strong leadership to guide cross-functional teams, strategically align responses with prospects, clients, and consultant/advisors. You will be responsible for resource management and ensure high-quality execution in proposal development, content strategy, and database management. Acting as a key escalation point for Sales, Managing Directors and Consulting Relations, you will implement strategies that enhance quality, efficiency, and revenue impact across WI Sales and the Sales Optimization Acceleration and Retention (SOAR) organization. Your mission: build outstanding client acquisition and customer dedication experience for clients, prospects, and consultants while encouraging career growth and vitality for your team. Key Responsibilities Strategic Leadership: Shape and execute sales enablement strategies that accelerate WI growth and retention. Operational Excellence: Oversee timely, high-quality completion of sales proposals, pricing support, and ensuring SLA compliance and leveraging automation for efficiency. Quality control: Review and approve all final proposal documents to ensure they are strategically aligned, compelling, and meet all requirements. Process management: Develop proposal plans, manage timelines, guide database updates and ensure all aspects of the submission are complete, compliant, and high-quality. Data & Insights: Monitor sales operations, analyze performance metrics, and deliver actionable insights to identify opportunities for improvement. Database Management: Manage, maintain, and ensure the integrity, accuracy, and security of the contact database. Innovation & Process Improvement: Champion automation and digital solutions to optimize proposal workflows and content delivery. Talent Development: Mentor and develop front line leaders and associates, fostering a culture of collaboration, innovation, and continuous learning. Partner Influence: Act as a liaison connecting sales, subject matter experts, and other departments to keep messages coordinated. Build strong relationships with internal and external partners, proactively assess needs, and resolve issues through systematic problem-solving. Compliance Oversight: Serve as principal for assigned registered sales representatives, ensuring adherence to securities regulations and organizational standards. The Expertise You Bring * Deep experience in retirement plan recordkeeping and administration within Workplace Investing. * Broad product knowledge across all WI offerings and client segments. * Shown success collaborating with sales teams, relationship managers, and consultants. * Demonstrated leadership experience leading both people leaders and individual contributors. * Strong program abilities combined with experience in overseeing projects. * Ability to travel approximately 20%. * Series 7, 63, and 24 licenses required (or obtained within 120 days). * Bachelor's degree with 10+ years of experience, and/or Master's degree with 6+ years of experience. The Skills You Bring * Exceptional leadership and coaching abilities to empower teams and drive performance. * Expertise in leading diverse, hybrid teams and fostering skill development. * Sophisticated organizational and project management capabilities. * Analytical proficiency to interpret data and identify business opportunities. * Strong relationship-building skills, leading with compassion and influence. * Excellent presentation, communication, and negotiation skills. * Demonstrated ability to coach front line leadership to drive performance and engagement. * Advanced problem-solving and root cause analysis capabilities. * Ability to thrive in a fast-paced, multifaceted environment. The Value You Deliver * Drive completion of proposals and RFPs with industry-leading quality and efficiency. * Ensure operational excellence through SLA adherence, automation, and process optimization. * Deliver insights that inform strategic decisions and accelerate revenue growth. * Champion innovation and continuous improvement across sales enablement functions. * Develop talent and build a high-performing, engaged team aligned with WI Sales goals. The Team Workplace Investing (WI) Sales is a collaborative, fast-paced environment. The SOAR organization plays a critical role in supporting WI Sales, Retention, and Consulting Relations by showcasing Fidelity's customer focus, industry expertise, innovative technology, and exceptional participant and plan sponsor experiences. Together, we help win new clients and achieve annual sales and retention goals. Work Environment This role is Hybrid, requiring onsite presence every other week (Monday through Friday) in a Fidelity office. The base salary range for this position is $124,000 - $175,000 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 24 - FINRA, Series 63 - FINRA Category: Sales Support

The Role Are you interested in corporate governance and want to be a part of a dynamic, collaborative environment? We are looking for a Corporate Governance Analyst in Fidelity Fund Investment Operations (FFIO) to support proxy voting and stewardship activities. You will assist in reviewing proxy materials, executing votes according to Fidelity's guidelines, and supporting engagement efforts with portfolio companies. This role offers exposure to governance trends, sustainable practices, and regulatory developments. * Review and analyze proxy statements, shareholder proposals, and governance disclosures. * Ensure timely and accurate vote execution using proxy platforms (ISS, Glass Lewis) and maintain compliance with regulatory requirements * Assist with research and preparation for discussions with portfolio company boards and senior executives on governance and compensation matters * Help prepare reports and summaries of voting activity, stewardship outcomes, and governance trends * Monitor and research trends in corporate governance, human and natural capital, and other emerging areas * Track regulatory developments (SEC rules, global governance codes) and help inform potential policy updates * Collaborate with internal stakeholders (investment teams, legal, compliance) and external vendors. The Expertise and Skills You Bring * Bachelor's degree; advanced degree preferred * 2-4 years of financial services experience * Intellectual curiosity and ability to take initiative to tackle problems, identify risks and raise issues appropriately * Ability to manage multiple priorities under tight deadlines with a strong sense of ownership and accountability. * Effective verbal and written communication and presentation skills * Strong sense of ownership, accountability and focus on achieving objectives * Experience with or interest in shareholder and corporate governance issues * Strong analytical skills with proficiency in Excel and data visualization tools (Power BI, Tableau). This dynamic Investment Proxy Research team within FFIO coordinates the proxy voting programs for Fidelity's affiliated advisors including FMRCo, FIAM, FIC, Strategic Advisers, and other internal business partners. Program activities include corporate governance research and analysis, portfolio company engagement, policy development, vote execution and operations, various reporting, and disclosure of vote activity. Note: Fidelity will not provide immigration sponsorship for this position Certifications: Category: Investment Operations 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.

Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals. **Key Responsibilities and Duties** + Builds successful investment portfolios informed by market conditions and economic trends. + Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis. + Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. + Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions. + Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. + Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. + Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices. + Provide input into investment models and allocation frameworks. + Support business development and client retention initiatives. + Maintain accurate records and documentation for audits and client reporting. **Additional Responsibilities** + All licenses must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 65 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration. **Required Qualifications:** + 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7+ years working directly with wealth management clients + CFA, CFP Certification + University Degree \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End Date:** 2026-02-23 Base Pay Range: $124,000/yr - $155,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Are you looking to join a team of marketing enthusiasts whose responsibility it is to create and deliver marketing events designed to attract and retain clients? Have you planned and implemented a portfolio of owned, industry, and virtual events with a marketing engagement lens? If yes, then bring your talents to this role and help us deepen relationships within Fidelity Stock Plan Services through our marketing event channel. The Role As Senior Event Marketing Manager, you will lead the strategy, planning, and execution of a diverse portfolio of events from industry conferences to exclusive client gatherings and dynamic virtual programs. This role goes beyond logistics: you'll focus on delivering memorable experiences, building scalable processes, and demonstrating marketing's influence on business growth. * Execution Specialist - Develop and implement comprehensive event marketing programs to drive brand awareness, lead generation and customer engagement. * Creative Implementer - Create compelling event messaging, content and promotional materials to attract audiences and drive attendance. * Process Innovator - Build repeatable workflows, centralized resource hubs, and interactive tools (e.g., SharePoint and dynamic calendars) to streamline collaboration and save marketing time. * Collaboration Agent - Bring together cross-functional teams to ensure exceptional execution that includes awareness and readiness of at-event staff, integration into broader marketing initiatives, and measurement and analytics learning plans. * Data-Driven Marketer - Establish measurement plans, analyze performance, and optimize future events based on insights. The Expertise and Skills You Bring * 5-7+ years marketing experience; with at least 2+ years focused on events. * Proven ability to plan and execute owned, industry and virtual events with measurable outcomes. * Bachelors or equivalent * Strong event and/or marketing background across multiple mediums * Strong project management skills with the ability to multi-task and prioritize in a fast-paced environment. * Excellent communication skills with the ability to form relationships with internal teams and external vendors and event organizers. * Proficiency in event marketing software and CRM systems. (e.g. Splash/CVENT, Salesforce) * Ability to travel for event oversight The Team As a dedicated and passionate group of marketing professionals, Stock Plan Services Marketing is responsible for developing and implementing leading marketing programs to acquire, retain and cross-sell employers, employees and intermediaries. By doing your job well in carrying out the strategy and delivering effective and efficient multi-channel events & programs, this will lead to satisfaction, retention and growth of our client relationships and differentiate Fidelity in the marketplace. In addition, you get to work alongside a team that is driven and champions dynamic marketing in an environment where personalization, relevance and innovation are all keys to success. Note: Fidelity is not providing immigration sponsorship for this position. Certifications: Category: Marketing 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.

Job Title: Principal System Analyst The Role As a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and technical expertise with a passion for delivering results. You are the end-to-end gatekeeper of the team mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable team members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role. * Defining, refining, and communicating the teams' mission and roadmap to empower and establish team and partner support and alignment. * Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team * Defining, evaluating, and communicating results against acceptance criteria * Inspecting and evaluating progress, and removing impediments * Measuring performance against established objectives that deliver on agreed upon business, technology, and people results * Collaborating and coordinating with Technical Leads and Scrum Masters to establish team capacity and capability and enabling team member growth, development, and learning. * Making informed trade-off decisions to strike the right balance between quality, cost, and timelines * Scaled up ideas which would further business objectives and capabilities The Expertise and Skills You Bring * Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field; CFA / CFP designation or post-graduate degree in finance or a related field a plus * 6+ years of proven experience in end-to-end technology solution delivery * Experience designing, developing, and maintaining dynamic products and solutions. * Financial services experience, preferred. * Jira and Jira Align experience preferred. * Experience in Asset Management industry is preferred. * Take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered * Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these * Have deep understanding of the industry landscape around Quant research space with focus on creative solutioning approach to build quantitative investing platforms * Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams * Continuously improve and encourage an agile way of working * Establish and maintain unquestioning relationships as you work multi-functionally across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach * Intellectually curious and model a culture of continuous learning, mentoring, and coaching * Committed to developing a balance of technology and non-technology skills to fully appreciate the broad needs of our customers * Proven experience with minimum viable product definition and product backlog management * Adept at detecting scope changes and raising issues The Team You work in partnership with the Quantitative Research Investments stakeholders, other Squad Leaders, Scrum Master, and Technology Leaders aligned to your team. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture. Certifications: Category: Information Technology Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will participate in initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN partner data. The Expertise and Skills You Bring * Bachelor's degree with 5-8 years of experience * Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met. * Proficiency in business acceptance testing, validation exercises, and release management. * Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements. * Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results. * Foundational exposure to Snowflake or similar data platforms Experience in SQL and ability to write and interpret SQL queries for data analysis and validation a plus. * Experience conducting business acceptance and validation testing and to leading the team through various stages of the release cycle. * Consistent track record of planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. * Understanding of API documentation, payloads, and integration workflows. * Ability to lead initiatives and take accountability for overall program success. * Effectively translate business needs into technical requirements for developers and designers. * Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business. * Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise. * Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency. * Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. * Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority. The Team You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners. Note: Fidelity will not provide immigration sponsorship for this position. Certifications: Category: Product Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.