J.P. Morgan jobs in Dallas, TX - 177 jobs

Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an admin officer to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5+ of relevant management experience in branch operations, within a leading financial institution * series 7, 66 and 9/10 * known for your ability to work well in partnership * motivated, self-directed and driven * skilled at creating a positive business culture 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.

We are seeking a dynamic and results-driven Director of Corporate Partnerships to lead revenue generation and strategic partnership development for The Dallas PULSE. As a key member of our front office team, you will play a crucial role in establishing our brand presence in the Dallas-Fort Worth market while building sustainable revenue streams through corporate partnerships, sponsorships, and community engagement initiatives. Key Responsibilities Partnership Development & Revenue Generation ● Develop and execute comprehensive corporate partnership strategy to achieve annual revenue targets ● Identify, prospect, and secure naming rights, title sponsorships, presenting partnerships, and multi-year corporate partnerships ● Create customized partnership packages that align with corporate partners' marketing objectives and our team's brand values ● Negotiate partnership agreements, contract terms, and renewal strategies ● Maintain and grow existing partnership relationships while continuously expanding the partnership portfolio Strategic Business Development ● Build and maintain relationships with C-level executives, marketing directors, and decision-makers across Dallas-Fort Worth business community ● Collaborate with team ownership and executive leadership to align partnership strategy with overall business objectives ● Develop innovative activation concepts and experiential marketing opportunities for corporate partners ● Coordinate with Major League Volleyball league office on national partnership opportunities and league-wide initiatives Partnership Activation & Account Management ● Oversee fulfillment of all partnership commitments, ensuring exceptional service delivery and ROI measurement ● Work closely with marketing, operations, and game presentation teams to execute partner activations ● Develop comprehensive activation reports and analytics to demonstrate partnership value and impact ● Serve as primary relationship manager for key accounts, conducting regular business reviews and strategic planning sessions Market Development & Community Relations ● Establish the team as a prominent community partner and advocate for women's professional sports in Dallas ● Identify and pursue partnerships with local businesses, healthcare systems, educational institutions, and community organizations ● Represent the organization at networking events, chamber of commerce functions, and industry conferences ● Develop relationships with local media partners and advertising agencies Required Qualifications ● Bachelor's degree in Business, Marketing, Sports Management, or related field ● 3-7 years of progressive experience in corporate partnerships, sponsorship sales, or business development ● Proven track record of achieving revenue targets in excess of $1M annually ● Experience in professional sports, entertainment, or related industries preferred ● Deep understanding of the Dallas-Fort Worth business landscape and key market players ● Exceptional presentation, negotiation, and relationship-building skills ● Proficiency in CRM systems, partnership management platforms, and Microsoft Office Suite ● Strong analytical skills with ability to create compelling ROI presentations and partnership proposals Preferred Qualifications ● Previous experience launching or working with a startup sports franchise ● Knowledge of women's professional sports landscape and volleyball specifically ● Existing relationships within Dallas-Fort Worth corporate community ● Experience with Major League Volleyball league, professional volleyball, or Olympic sports Key Competencies ● Entrepreneurial Mindset: Comfortable working in a startup environment with ambiguity and evolving priorities ● Revenue Focus: Driven by measurable results and revenue generation goals ● Relationship Builder: Natural networker with ability to establish trust and credibility quickly ● Creative Problem Solver: Ability to develop innovative partnership concepts and overcome obstacles ● Team Collaborator: Works effectively across departments to deliver exceptional partner experiences ● Market Knowledge: Understanding of Dallas business culture and decision-making processes ● Communication Excellence: Exceptional written and verbal communication skills What We Offer ● Competitive base salary plus performance-based commission structure ● Comprehensive benefits package ● Flexible work arrangements with emphasis on results ● Professional development opportunities ● Season tickets and hospitality access for networking and entertainment ● Opportunity to build something meaningful in women's professional sports Reporting Structure This position reports directly to the Team President/CEO and works closely with the marketing team, and league partnerships department. The successful candidate will have direct input into strategic decision-making and franchise development initiatives. Location & Travel Position based in Dallas, Texas with expectation of regular travel throughout DFW metroplex for client meetings, networking events, and community appearances. Some national travel may be required for league meetings and industry conferences. Ready to help launch professional women's volleyball in Dallas while building a thriving business? We're looking for a passionate advocate for women's sports who can combine business acumen with genuine excitement for our mission. Join us in creating something special for the Dallas community while advancing women's professional athletics. This is an exceptional ground-floor opportunity to shape the future of professional women's sports in one of America's most dynamic markets. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.

Your role Are you a real estate expert with strong negotiation skills? Have you got a track record in maximizing portfolio performance? Do you want to be part of formulating and implementing our strategies? We're looking for a detail-oriented Real Estate Analyst to: * provide analytical and asset management support on a portfolio of approximately 12 to 16 Commercial and Industrial investment properties. Key functions include: * financial analysis, including monitoring asset operating performance against business plans and tracking key property-level financials; * maintain and update ARGUS Enterprise models quarterly, incorporating leasing activity, market data, and capital forecasts; * support the asset managers in the preparation and accuracy of reports including Hold/Sells analyses, update Valuation Reviews, and Internal Forecasts; * participate in discussions with third-party brokers to evaluate market conditions and leasing activity; * support the asset manager in preparing investment proposals and throughout execution phases of lease transactions. Perform lease analyses, including NPV, IRR, payback, and net effective rent calculations; * Support the asset manager in the planning and execution of property capital projects; * support the asset manager in the development of the property level annual operating budget and business plan, including expected leasing activity, income/expense review and capital planning. * assist in the monitoring of development projects by analyzing and processing construction draw requests, review of tenant build-out improvement packages, strategy discussions with partners, and internal stake-holders; * conduct research and provide support for broader real estate team initiatives, portfolio strategy discussions, and operational improvements; * assist and participate in the evaluation of property performance relative to competition and the objectives established in the annual operating plan (i.e. market repositioning, development of tenant retention programs, management of lease expirations, management of capital improvements); * assist in due diligence of potential acquisitions including expense analysis, lease and underwriting review, and cash flow modeling; * assist in property dispositions, including analysis of potential sales price, interaction with sales brokers and preparation of internal Investment Committee brief; * occasional travel to assigned properties; * opportunity to engage in Property Technology (Prop-Tech), Income Innovation projects and Sustainability initiatives with exposure to senior leadership; * opportunity to attend industry conferences on behalf of the firm or with senior leaders to creatively develop/expand new partnership and vendor relationships; * assist and lead special assignments as needed to support the Asset Management team. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 3+ years of hands-on experience in commercial real estate, preferably in Asset Management, Acquisitions, or Underwriting; strong understanding of time value of money and discounted cash flow analysis; * BS degree in business, finance, economics, or real estate desired; * expert level proficiency in Word, Excel, and Argus Enterprise; * strong analytical and quantitative reasoning skills; * strong oral and written communication skills; * time management/organizational skills including ability to prioritize work to consistently meet deadlines; * visual software experience highly desired; skills around data or financial management highly encouraged with Power BI/Tableau, RealPage & VTS software and other similar software; * negotiation, organizational, and time management skills; * team building - ability to develop good working relationship with others. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

The 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

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.

**Investment Accountant II** **The Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to accounting records. Under general supervision, this job works directly with third party property managers, auditors, and tax specialist.** **Key Responsibilities and Duties** + Audits monthly accounting and reporting by third-party property managers for multiple real estate holdings and performs various analysis. + Reviews monthly reporting of joint venture investments and prepares corresponding equity package. + Prepares general ledger account reconciliations and reports + Required to meet strict daily and monthly deadlines + Prepares workpapers for SEC and investor reporting + Primary accounting contact for questions and issues from third-party property managers. + Prepares fund-level accounting entries and valuation adjustments ensuring they are in compliance with GAAP and internal guidelines. + Assists with audit and tax requests as necessary. + Regularly interacts with management, peers, and internal and external business partners. + Assists Managers in projects and ad hoc requests as necessary **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required Qualifications:** - 2+ years accounting experience **Preferred Qualifications:** - 3+ years real estate/property accounting experience - University degree in Accounting, Finance, or Business - Knowledge of Yardi system - CPA Certification - Strong proficiency in Excel - Knowledge of Power Query Related Skills Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling **Anticipated Posting End Date:** 2026-02-02 Base Pay Range: $29.57/hr - $41.44/hr 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** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about 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)

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. 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. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide range of experiences - there's no blueprint, although there are skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment - Able to communicate clearly and professionally verbally and in writing - Ability to prioritize multiple tasks and navigate multiple business systems - Demonstrate care, compassion, and empathy - A learner's mindset, being coachable and open to feedback - Performs well in a scheduled work environment - Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. **Key Responsibilities and Duties** + Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning + Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations. + Answers participant questions by communicating financial plan details and providing further explanation when necessary. + Executes transactions and service requests on behalf of participant. + Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed. + Refers participant to business partners when appropriate to help participant achieved their desired outcome. **Educational Requirements** + Associate's Degree or Equivalent Experience Preferred **Work Experience** + No Experience Required **FINRA Registrations** + SRC Indicator: Series 6 or 7; Series 63 **Licenses and Certifications** + Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 5IC **Other Notes** + Hybrid office presence. + Candidates with SIE may be eligible for a $1500 bonus. + The Start Date will be April 13th, 2026 + Hours of operation are Mon - Fri 7:00 am to 9:00 pm Central Time. + Must be able to successfully complete employment screening, including a Credit Report background check. + Interview will be in-person. + TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700 Related Skills Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness **Anticipated Posting End Date:** 2026-02-16 Base Pay Range: $22.60/hr - $28.85/hr 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)

Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across Vanguard leaders and crew drive faster, stronger, risk-informed decisions. Within GR&S, the Enterprise Security and Fraud (ES&F) sub-division is responsible for the global protection of Vanguard crew, property, data, and client assets. We are the trusted advisors that protect the pride of Vanguard with state-of-the-art security and fraud capabilities. We are a world-class destination of highly engaged, passionate, and diverse talent expected to continuously learn and develop in an ever-changing security landscape. Our crew are our greatest resource - by joining our team you will build collaborative long-term relationships and enjoy a suite of benefits that includes comprehensive health and wellness care, work-life balance, and an investment in your future at its core. Core Responsibilities 1. Demonstrates knowledge, skills, and ability to conduct formal incident investigations, lead advanced incident handling scenarios including internal and external data breaches, abnormal network and host activity, and assess risk derived from a platform or data-lake. 2. Mentor junior level analysts and assist when needed. 3. Provide support for escalated Incident Ticket resolution 4. Designs and implements cyber security and operations procedures, tasks and reports. Identifies process gaps and recommends solutions to improve workflow and mitigate risk. 5. Serves as a security expert in application development, database design, network, and/or platform (operating system) efforts, helping security project teams comply with enterprise and IT security policies, industry regulations, and best practices. 6. Participates in special projects and performs other duties as assigned. Qualifications 7+ years experience in a cyber security, cyber investigations, cyber threat intelligence, or combination of these three roles. Undergraduate degree in Technical discipline, Computer Science or related field required. Graduate degree preferred. CISSP Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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

Searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment! The Expertise and Skills You Bring * Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred * 2-4 years of experience in a pension and benefit consulting firm or related industry required * Preferably at least 3-5 actuarial exams completed * Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA) * You have strong critical thinking and problem-solving skills * You are a leader with self-motivation and determination to succeed * You have excellent oral and written communication skills * You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment * You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance * Training and assisting Analysts to ensure the continued development of staff * Help with coordinating and managing projects and budgets * Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing) * Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies * Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients. 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 $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

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.

2088639 Vice President, Network Operations Note: Fidelity will not provide sponsorship for this role. The Role The Fidelity Enterprise Infrastructure and Operations (EI&O) Datacenter and Network team is seeking a seasoned technology executive with deep expertise in network operations. This individual will play a critical role in shaping and leading the operational strategy for Fidelity's global network, ensuring resilience, scalability, and efficiency across a complex enterprise environment. This role is accountable for establishing and executing a network operating model that emphasizes observability, automation-driven operational procedures, disciplined ITSM practices, and proactive issue mitigation. The leader will collaborate closely with network engineering teams to manage operational readiness for all changes and enhancements, while fostering strong partnerships across geographically diverse teams. Success in this role requires not only technical excellence but also the ability to provide innovative thought leadership and drive transformation at scale. Key priorities include delivering best-in-class incident management through tiered support and automated remediation, implementing robust observability with predictive analytics across all network layers, and overseeing service introduction for new capabilities and enhancements. Additionally, the role demands exceptional communication skills to clearly articulate complex issues, inspire critical thinking and action, and challenge the status quo by leading operating model changes that improve quality, stability, and efficiency. The Expertise You Have and The Skills You Bring * 15+ years of experience in enterprise operations and IT networking field * Experience operating and supporting large-scale multivendor network environments * Experience with network monitoring, troubleshooting and observability * Experience with technology lifecycle management, vulnerability management and industry best practices * Experience with enterprise IT service management platforms and ITIL * Experience with Lean / Agile based technology delivery teams * Capable of partnering with and influencing individuals at all organizational levels * Experience and knowledge in building strategies and a vision for implementing improvements. * Experience supporting cloud-based networking technologies * Strong problem solving, critical thinking, and analytical reasoning skills * Ability to partner and collaborate with other technical leadership and their teams * Strong leadership and communication skills including the ability to influence other teams, build associate development plans, coach and mentor others * Ability to lead root cause analysis (RCA) to prevent recurrences and identify potential technology, training or process remediation * Candidate should have experience with IP networking (LAN/WAN, SDWAN, MPLS), network security, traffic management, DDI, proxies, infrastructure automation (Python, Ansible), and network monitoring tools. 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 Consultant on the FIA Data Product and Governance 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 data distribution, aggregation, and analysis for the FIA business. You will play a critical role in helping to analyze report impacts based on source data and format changes and support data governance, quality assurance, and compliance initiatives. You will lean into your growth mindset to stay current with emerging cloud technologies and analytics trends and create dashboards, reports, and visualizations to communicate insights to stakeholders. The Expertise and Skills You Bring * Bachelor's degree with 5-8 years of experience * 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. * Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. * Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle. * 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. * Working knowledge on SQL, to perform basic querying and analyzing data (e.g., Oracle, Postgres, Snowflake). * Knowledge and understanding of reporting and dashboard tools (e.g., PowerBI, Tableau.) * Foundational understanding of Cloud & related technologies (Cloud Practitioner certification a plus) * Strong execution background with the ability to multi-task and prioritize for efficiency and business need. * Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve. * Effectively translate business needs into technical requirements for developers and designers. * Ability to break a Jira story down into small components, understand the underlying purpose and be able to test. * Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise. * Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business. * Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results. * Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. The Team You will be a member of the Core Wealth Platform Product 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. In this role you will partner with a variety of key stakeholders including other Teams withing the Platform Area, Wealth Digital Experience, Fidelity Insurance Agency (FIA), Fidelity Insurance Group (FIG), and Brokerage and enterprise 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.

Launch Your Technology Career at Fidelity Investments Are you ready to start your technology career with Fidelity Investments? Join our dynamic technology team and contribute to projects that make a real impact. As a full-time associate, you will work on innovative initiatives, gain hands-on experience, and collaborate with industry experts, all while building a foundation for a successful career in tech. THE ROLE As an early career technologist, you will have the opportunity to work on high impact projects such as: Contact Center Routing Rules Analysis: Help untangle 20K+ routing rules that steer phone, email, and chat to the right associates as we build a rules intelligence layer as part of our next generation Contact Center. You'll catalog current rules, design a simplification framework and proposal, and prototype an AI data model to translate rules to the next platform. You'll get hands on with Amazon MemoryDB, OpenSearch, and Bedrock and drive measurable impact by cutting rule volume, accelerating business changes and improving customer experience. THE SKILLS YOU BRING * Degree in Information Systems, Analytics or related field * Strong system analysis capabilities and problem-solving skills * Familiarity with XML development * AI/ML mindset and willingness to learn emerging technologies WHY FIDELITY * Contribute to projects that enable critical technology transformation. * Work alongside experienced professionals who will guide your development. * Gain hands-on experience in system analysis, automation, and enterprise-scale technology solutions. * Build a strong foundation for long-term success in Fidelity's technology organization Note: The role does not offer visa sponsorship 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.

**Wealth Client Relationship Manager** The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date. **Key Responsibilities and Duties** + Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. + Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. + Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. + Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). + Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. + Identifies sales and asset retention opportunities. + Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. + Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience + Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date **Preferred:** + 3+ years of financial services experience + Series 7 and 66 (or 63 & 65) completed + Life and Health Insurance License completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-02-27 Base Pay Range: $62,500/yr - $87,500/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)

Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed. + Monitoring appropriate federal, state and local tax regulations and obligations. + Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions. + Working with business units to keep them informed about tax implications of their operation. + Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required Qualifications:** + 3+ years of corporate tax experience **Preferred Qualifications:** + 5+ years of corporate tax experience + University degree in Accounting + Master's degree in Taxation + Insurance industry and/or Big 4 Firm experience + CPA license + Proficient in Microsoft suite applications. + Demonstrates strong analytical skills + Strong communication and organizational skills + Experience with PeopleSoft and Checkpoint Research a plus **Additional Job Duties:** + Prepare and review accrual journal entries, post and reconcile to financials + Aiding in research and analysis of legislative changes + Implementing process improvements, system enhancements and increase efficiencies Related Skills Accounting Standards, Adaptability, Automation, Continuous Improvement Mindset, Data Analysis, Financial Acumen, Relationship Management, Strategic Thinking, Taxation, Tax Compliance, Tax Efficiency, Tax Research **Anticipated Posting End Date:** 2026-01-27 Base Pay Range: $74,500/yr - $118,000/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)

**Financial Planner** The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates. This job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines. **Key Responsibilities and Duties** + Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements. + Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate. + Provides planning points via email to financial advisory consultants to address client concerns and planning considerations. + Responds to questions from wealth management advisors pertaining to specific plans, general planning questions or status updates on in process work, during scheduled shifts of the Advice and Planning Help desk, with accuracy, objectivity, and professionalism. + Assists and supports wealth management advisory teams in their use of desktop planning tools. + Contributes to department and company quality standards by reviewing plans built by wealth management advisors and other client-facing associates. + May lead small projects and make decisions that have moderate impact on the business. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Certifications** + Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required at the time of application **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **NOTE:** We are hiring for two positions. Candidates must possess CFP or be close to completion of exam/certification at the time of application. Thank you. Related Skills Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis **Anticipated Posting End Date:** 2026-02-02 Base Pay Range: $74,300/yr - $90,000/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)

The Brokerage Technology Customer Communications team, in Fidelity Wealth Technology, is looking for a passionate systems analyst to dig into legacy systems to support modernization. Our Systems Analysts work closely with architecture and software engineering to deliver a roadmap for new systems. The Purpose As a Principal Systems Analyst on the team, you will be expected to quickly gain understanding of the components of our applications, data flow, integrations and inputs and outputs of the platform. The ideal candidate should be curious, detailed oriented and collaborative. The Expertise You Have * Deep knowledge of Mainframe COBOL, VSAM files, Batch/Online Process, Batch Scheduler, IOM (Input/Output Modules) and CICS. * Proven experience with Structured Query Language (SQL) preferably worked with DB2, Oracle and/or Postgres and digging into data using logging tools. * Proven professional experience as a Systems Analyst for software solutions, preference around modernizing from legacy to cloud systems. Knowledge of payment systems is a bonus. * Experience researching, optimizing, developing, and authoring solution requirements, user stories, and specifications for moderate to complex software systems. * Proven experience with Agile development methodologies * Excellent analytical, problem-solving & interpersonal skills * Bachelor's Degree Computer Science or related technology discipline. The Skills You Bring * You have a real passion for accuracy, clarity, and elimination of ambiguity. * You are deeply effective in written and verbal communications and are dedicated to tailoring content to the appropriate audience (business vs. technology, associate vs. management, etc.) * You are a self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements * You understand how technology can automate business processes and can effectively propose, challenge, and engage in ideation with systems architecture, business operations and partner technology teams in formulating software designs and solutions. * Good interpersonal and leadership and influencing skills (without direct authority of others) * Self-driven, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results * Strong coaching, mentoring, and facilitation skills The Value You Deliver * Facilitating flow of requirements from the business to the technology team * Reducing requirements and design risk and resulting costs associated with errors * Exercise a passion for keeping your knowledge up to date with evolving technology * Take ownership and accountability for figuring out what needs to be done 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.

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.