Post job

J.P. Morgan jobs in Fort Worth, TX - 173 jobs

  • Senior Executive Assistant

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams. The Expertise and Skills You Bring * A bachelor's degree is preferred, or secretarial certificate with related work experience. * 3+ years of relevant experience preferably in a professional office environment. * Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity. * Ability to be proactive and communicate effectively with all levels of Fidelity. * Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly. * Experience with driving process improvements and demonstrate creativity in solving issues. * You have unrivaled attention to detail and consistent delivery of the highest quality of work. * Strong collaboration skills and enjoy working with a diverse and high performing team. * Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses. * Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed. * Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed. * Communicating as liaison with other internal departments. * Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials. * Provide support for onsite visits and events in coordination with aligned teams. * Knowledge Librarian for internal user procedure documents. * Perform project related duties as needed. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Administration 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.
    $70k-97k yearly est. 8d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Senior AI Application Security Pentester

    The Vanguard Group 4.6company rating

    Dallas, TX job

    Core Responsibilities Lead AI Security Assessments: Design and execute penetration tests targeting AI applications, LLM integrations, and machine learning workflows. Identify Vulnerabilities: Conduct adversarial testing, model robustness evaluations, and risk analyses to uncover weaknesses in AI architectures, training data, and deployment environments. Collaborate Across Teams: Work closely with engineering and data science teams to implement secure development practices and mitigate AI-specific risks. Develop Best Practices: Establish security standards for AI systems, update policies, and recommend enhancements to address emerging threats. Ensure Compliance: Validate adherence to ethical, regulatory, and industry standards for AI security. Stay Ahead of Trends: Act as a subject matter expert on AI security, monitoring evolving threats and technologies. Support Broader Security Initiatives: Participate in enterprise-wide security assessments, risk analyses, and contingency planning for critical systems. Qualifications Experience: Minimum 8 years in IT security, application security, or penetration testing, with hands-on experience in AI/ML environments preferred. Education: Undergraduate degree in a related field or equivalent combination of training and experience. Certifications: Preferred credentials include CISSP, GPEN, GWAPT, CEH, or similar. Technical Skills: Strong knowledge of penetration testing methodologies and tools. Familiarity with AI/ML frameworks, adversarial attack techniques, and model security. Understanding of secure coding practices and cloud environments. 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.
    $101k-124k yearly est. Auto-Apply 54d ago
  • Director, Risk

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role Director, Asset Management Risk - Resiliency & Operational Risk Strategy A strategic leadership role shaping the resiliency, governance, and risk posture of Fidelity's global Asset Management organization. We are seeking a Director of Asset Management Risk to lead a critical and highly visible function responsible for advancing the resiliency, continuity, and operational risk capabilities across Fidelity's Asset Management (AM) business. This is a unique opportunity for a seasoned risk leader to influence enterprise‑wide strategy, elevate risk maturity, and guide the organization through a complex and rapidly evolving risk landscape. In this role, you will bring thought leadership, strategic insight, and strong collaboration skills to help the organization anticipate risks, strengthen controls, and enhance preparedness for business and technology disruptions. You'll work across trading, technology, operations, investment teams, and enterprise partners-positioning this role at the center of AM's operational and strategic ecosystem. The Opportunity As Director, you will: * Set direction for AM's resiliency and continuity strategy, ensuring alignment with enterprise standards while tailoring approaches to the unique needs of our global investment business. * Provide senior‑level risk advisory support on assessments, governance, issue escalation, program enhancements, and emerging threat analysis. * Lead a disciplined approach to continuity planning, crisis readiness, and recovery strategy, ensuring AM is positioned to operate effectively during and after disruptive events. * Oversee testing and validation of AM's technology and vendor resiliency programs, partnering closely with Fidelity's enterprise technology teams. * Direct the review and governance of information barriers and control frameworks across business units. * Drive a data‑driven approach to risk identification and decision‑making through automated workflows, dashboards, predictive analytics, and leading risk indicators. * Represent AM Risk in enterprise working groups, governance forums, and key senior‑leadership discussions. This role offers substantial exposure to senior executives, opportunities to influence enterprise risk posture, and the ability to shape the long‑term resiliency and operational strategy for the Asset Management business. What Makes This Role Exciting * Enterprise Impact: Your strategies will directly influence how Asset Management prepares for, responds to, and recovers from operational and technology risks. * Strategic Leadership: You'll shape the future of resiliency practices and advance AM's operational risk maturity. * Cross‑Functional Influence: You'll work across the entire business-trading, technology, operations, investments, data analytics, compliance, and enterprise partners. * Innovation Opportunity: Drive adoption of advanced analytics, automation, and modern resiliency engineering practices, including cloud‑based (AWS) resiliency. * Executive Visibility: Present insights, recommendations, and risk intelligence to senior leaders across AM and the enterprise. * Career Acceleration: This role positions you as a trusted advisor, thought leader, and enterprise‑wide influencer in a domain that is increasingly critical to financial services. The Expertise You Bring * Bachelor's degree preferred * Extensive experience in operational risk, business resiliency, technology risk, or related leadership roles * Strong command of data analysis * Deep understanding of continuity planning, technology recovery, and cloud resiliency practices * Experience advising senior leaders and influencing risk‑related decisions * Familiarity with Asset Management or Investment Management tech and operations The Skills You Bring * Proven leadership experience driving risk or resiliency programs at scale * Ability to translate complex risks into actionable insights for senior leaders * Excellence in executive‑level communication, presentation, and stakeholder engagement * Ability to build consensus and influence across diverse business and tech teams * Strong project and program management discipline * Demonstrated ability to design metrics, dashboards, and leading indicators that inform strategic decisions * Strong judgment, critical thinking, and problem‑solving skills in time‑sensitive environments Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk provides strategic direction and risk intelligence to leaders across Fidelity's AM business. We proactively identify, analyze, and monitor risks to safeguard the interests of the firm, clients, and associates. By partnering with business and technology leaders, we strengthen controls, streamline processes, and elevate the resiliency and stability of the organization. As a director on our team, you will play a key leadership role in driving a more resilient and risk‑aware Asset Management organization. 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
    $110k-222k yearly 10d ago
  • VP, IPO Consultant - Stock Plan Services

    Fidelity Investments 4.6company rating

    Westlake, TX job

    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.
    $115k-162k yearly est. 8d ago
  • Senior Associate, Actuary

    Fidelity Investments 4.6company rating

    Westlake, TX job

    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
    $80k-153k yearly 10d ago
  • Director, Communication Consultant

    Fidelity Investments 4.6company rating

    Westlake, TX job

    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.
    $61k-83k yearly est. 4d ago
  • Real Estate Investment Accountant II

    Nuveen Investments 4.9company rating

    Frisco, TX job

    **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:** 2026-01-26 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)
    $29.6-41.4 hourly 4d ago
  • Financial Services Consultant - Registered - Frisco, TX National Contact Center

    Nuveen Investments 4.9company rating

    Frisco, TX job

    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)
    $47k-66.7k yearly 12d ago
  • Director, TA Treasury Operations - Fidelity Fund and Investment Ops (FFIO)

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role The Director in TA Treasury Operations will be a strategic leader responsible for overseeing the governance, execution, and continuous improvement of enterprise-wide money movement processes supporting shareholder and client activity. This role ensures operational excellence across payment rails, including SWIFT, Fedwire, CHIPS, and emerging payment technologies. The Director will lead a high-performing team, manage key banking relationships, and drive initiatives that enhance the customer experience, mitigate risk, and ensure compliance with regulatory and internal policies. You will collaborate with other teams within Fidelity Funds and Investment Operations (FFIO) and business associates across the firm and will interact with senior members of FFIO's organizations with a high degree of autonomy. The Expertise and Skills You Bring * Bachelor's degree required; advanced degree or professional certification (e.g., CTP) preferred * Subject matter expert in treasury, banking, or investment operations, with a strong focus on money movement and payment systems * Deep understanding of domestic and international payment rails, including SWIFT, Fedwire, CHIPS, and ACH * Proven experience managing audits, risk controls, and regulatory compliance * Strong leadership, communication, and stakeholder management skills * Proficiency in Microsoft Office and treasury systems; experience with Excel macros (UDAs) is a plus * Outstanding analytical, conceptual thinking, project management, and problem-solving capabilities * Strong collaborative spirit and team-focused approach * Skilled in synthesizing sophisticated information into logical and easy-to-understand presentations for diverse audiences * Lead dialogue with key partners and offer well-reasoned recommendations to advise decision-making * Encourage and empower others, while building key partnerships * Strategic problem solver, who has a focus on innovation and driving results The Team The TA Treasury Operations Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting and tax work. The Alternative Accounting Team provides operational support for as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity's alternative and digital products as well as the ETF funds within FFIO. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $86k-121k yearly est. 57d ago
  • Vice President, Network Operations

    Fidelity Investments 4.6company rating

    Westlake, TX job

    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.
    $78k-104k yearly est. 10d ago
  • Business Analyst Consultant - FIA Data Product & Governance team

    Fidelity Investments 4.6company rating

    Westlake, TX job

    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.
    $75k-96k yearly est. 31d ago
  • Senior Director, Portfolio Architect - Corporate Technology

    Nuveen Investments 4.9company rating

    Dallas, TX job

    Sr Dir, Portfolio Architect - Corporate Technology The Portfolio Architect for Corporate Technology will lead the architectural strategy and design for TIAA's Corporate Technology ecosystem, encompassing Law and Policy, Risk & Compliance, Finance, Audit, Corporate Services, and People Team technology platforms. This role will drive the holistic development and integration of technology capabilities across the corporate portfolio, ensuring alignment with enterprise architecture principles while enabling business transformation and operational excellence. BACKGROUND TIAA is on a journey to modernize and transform Business and Technical Capabilities into next generation capabilities leveraging cloud and advanced techniques. The Portfolio Architect will serve as a key partner to Corporate Technology stakeholders, working closely with the Enterprise Architecture function, business leaders, and cross-functional teams to deliver integrated solutions that support TIAA's corporate functions. **Key Responsibilities and Duties** + Lead the development and evolution of the Corporate Technology architecture roadmap, encompassing Law and Policy, Risk & Compliance, Finance, Audit, Corporate Services and People Team technology ecosystems. + Define and maintain capability maps for Corporate Technology functions, identifying current state, target state, and transformation pathways. + Create reference architectures and design patterns that promote consistency, reusability, and scalability across the corporate portfolio. + Partner with Enterprise Architecture team to ensure Corporate Technology architectures align with/contributes to enterprise-wide architectural principles, patterns in support of company standards. + Collaborate with business stakeholders and delivery organizations across Legal, Risk & Compliance, Finance, and People teams to translate business requirements into technical specifications and architectural solutions. + Lead business process modeling and value stream analysis to understand current state processes across Corporate Technology functions, identifying optimization opportunities and supporting process improvement initiatives. + Create models for mapping Corporate Technology functions as compositions of platform capabilities, supporting TIAA's evolution toward a product-centric operating model. + Define principles for Build/Buy decisions and technology selection criteria specific to Corporate Technology needs. + Drive architectural governance processes to ensure solutions align with enterprise standards, strategic objectives and good architecture practices. + Influence without authority to drive architectural best practices and standards adoption across diverse stakeholder groups. + Develop and maintain business capability models and capability maturity assessments for Corporate Technology functions, identifying gaps and opportunities for improvement while supporting capability-based planning and investment decisions. + Establish and maintain architectural documentation, standards, and guidelines for Corporate Technology. + Support project delivery by providing architectural guidance, oversight and governance throughout the development lifecycle. + Represent the Corporate Functions Technology team in the Technical Architecture Governance and the AI Center of Excellence (COE) processes. **Educational Requirements** + Bachelor's Degree Required **Work Experience** + 8 Years Required; 10 Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 10IC **Required Skills:** + 8+years of progressive experience in enterprise architecture, solution architecture, or related technical leadership roles. + Experience in financial services, with preference for experience in Legal, Risk & Compliance, Finance, or HR technology domains. + Experience with cloud technologies, modern architecture patterns, and/or enterprise integration approaches. + Bachelor's degree in Computer Science, Information Systems, or relevant field. **Preferred Qualifications:** + 10+years of progressive experience in enterprise architecture, solution architecture, or related technical leadership roles. + Proventrack recordof leading architectural initiatives in complex, regulated environments. + Experience with enterprise architecture tenants including Technical Debt Management, Application Lifecycle Management, Products Portfolio Management. + Ability to influence without authority and drive consensus across diverse stakeholder groupsin fast pacedevolvingenvironments. + Experience with Domain Driven Design, Data Mesh,AI, Gen AI, Agenticand capability-driven architecture methodologies. + Excellentcommunication and presentation skills with experience in executive stakeholder management. + Experience working in individual contributor roles while providing technical leadership across multiple teams. Related Skills Agile Methodology, Continuous Integration and Deployment, Data Analysis, Debugging, DevOps, Enterprise Application Integration, Operating Systems Management, Problem Solving, Programming, Software Development, Software Development Life Cycle, Web Application Development **Anticipated Posting End Date:** 2026-01-17 Base Pay Range: $146,000/yr - $175,000/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)
    $146k-175k yearly 4d ago
  • Portfolio Strategist

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role We are looking for experienced investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better portfolios. We prefer candidates who were analysts at our client firms and/or asset management firms. * Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction. * Synthesize the best of Fidelity's intellectual capital and incorporate thought leadership into portfolio construction: * Gain a deep understanding of Fidelity's business cycle framework and asset allocation views from our Asset Allocation Research Team (AART). * Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments. * Distill investment and market insights and establish a sound grasp of Fidelity's investment approach through quarterly meetings with Fidelity's top portfolio managers. * Advance market commentary, asset class and sector strategy, and macro views from Fidelity's Capital Market Strategy Group (CMSG) * Communicate key findings & actionable guidance in a clear, concise & inspiring manner. * Present at Portfolio Construction Institute events and other client speaking engagements. * Work alongside business partners in investment product & distribution, macro strategy, investment sales, custody & clearing relationship management. The Expertise and Skill You Bring * 5-12 years' relevant work experience. Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable. * CFA Charter holder. * MBA or master's degree preferred. * FINRA Series 7 & 63 licenses required within four months of joining. * Proven investment acumen, with the ability to respectfully challenge others' investment views. * Strong understanding of the mutual fund and ETF landscape. * Dynamic problem solver capable of independently completing complex portfolio analyses. * Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace & persuasiveness. * Strong sales communication & writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions. * Developer of positive relationships with select internal & external partners. * Note: Fidelity will not provide immigration sponsorship for this position. The Team The Portfolio Construction Guidance Team (PCG) is a part of the Portfolio Construction Solutions Team within Fidelity Institutional (FI). We work closely with Fidelity's Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Adviser (FIWA), Fidelity's Model Team, and sales and marketing teams. We are responsible for providing portfolio construction insights to our advisory clients. No relocation will be provided for this role. The base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Investment Operations
    $65k-89k yearly est. 12d ago
  • Application Threat Modeler, Specialist

    The Vanguard Group 4.6company rating

    Dallas, TX job

    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.
    $87k-117k yearly est. Auto-Apply 19d ago
  • Real Estate Asset Analyst - Commercial

    UBS 4.5company rating

    Dallas, TX job

    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.
    $70k-106k yearly est. 12d ago
  • Administrative Officer

    UBS 4.5company rating

    Plano, TX job

    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.
    $70k-115k yearly est. 12d ago
  • Virtual Financial Consulting Director

    Nuveen Investments 4.9company rating

    Frisco, TX job

    **Virtual Financial Consulting** The Virtual Financial Consulting role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This role supports institutions aligned to regional structures and develops strategies and services for offering financial planning advice via in person, phone and video chats to help clients accomplish their immediate and long-term financial goals. **Key Responsibilities and Duties** + Monitors Virtual Financial Consultants' responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets. + Educates and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. + Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated complaints or disputes. + Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. + Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives. + Maintains and grows strong relationship with Institutional Plan Sponsors. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 24 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 9PL **Required:** + 5+ years of financial services experience + Series 7, 63, and 24 completed within 120 days of start date **Preferred:** + 7+ years of financial services experience + Series 7, 63, and 24 completed Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling **Anticipated Posting End Date:** 2026-01-21 Base Pay Range: $130,000/yr - $175,000/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)
    $130k-175k yearly 3d ago
  • Frontend UI Architect

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Director, Digital Experience Solutions Architect The Role We are seeking an experienced hands-on Digital Experience Solutions Architect to collaboratively drive end-to-end architecture solutioning for Wealth Solutions and Financial Planning and Advice Experiences at Fidelity. In this role, you will work closely with multiple teams across various business and technical domains to understand the business domain and business requirements to lead Proofs-of-Concept (POCs) and architect solutions that meet changing business priorities and initiatives while assuring adherence to Enterprise standards for application, data, platform, and infrastructure layers. The ideal candidate will bring a deep understanding of the Financial Services business domain and provide leadership in computing services and platform engineering to champion consolidation efforts across Fidelity Technology initiatives by driving solution adoption, tech debt reduction, and roadmap evolution in conjunction with business goals. You will proactively facilitate effective in-person and remote engagements across hybrid teams to drive, manage, & monitor comprehensive Architectural Strategy execution. This includes, but is not limited to, Business Capability Analysis, Customer Journey Mapping, Architecture Design and Documentation, Technology and Solution Evaluations, Domain Modeling, Front-End Architecture, API Strategy, Microservices Architecture, Cloud Adoption, Automation, and DevSecOps. In general, we are looking for a solid Solutions Architect with a proven track-record of working with multiple teams to lead and drive end-to-end architecture in a complex space. The Skills and Experience You Bring * Proven experience in defining and driving Technology Architecture evolution of complex tech stacks. This includes managing the Architecture Lifecycle of multiple concurrent solutions through strong communication skills, organizational skills, cross-functional collaboration (stakeholder management), business analysis, architecture definition, diagramming, documentation, POC creation, presentation skills, influential ability, and an ability to make progress despite ambiguity. * Proven experience in engineering large-scale web applications end-to-end, with a focus on Customer Experience, Operational Excellence, Security, Reliability, Performance Efficiency, and Cost Optimization. * Proficient in Cloud Architecture, Services, and Patterns. Hands-on experience with Core AWS services is a must-have, e.g. Amazon VPC, DNS, ELB, CloudFront, API Gateway, IAM, EC2, EKS, Lambda, Step Functions, SNS, SQS, EMR, S3, RDS Oracle/PostgreSQL, DynamoDB, Secrets Manager, CloudFormation/Terraform, Data Lake, Data Fabric, Service Mesh, Event-Driven Architecture, Resiliency, Disaster Recovery, etc. * Proven experience in Microservices Architecture with REST. * Proven experience in Kubernetes (EKS preferred). * Proven hands-on experience with the Front-End technologies such as Angular, NX Workspace, NodeJS, and NestJS are a must. * Proven experience in DevSecOps and CI/CD automation (Jenkins Core and GitOps preferred). * Proficient in Cloud/On-Premises Networking Topologies. * Proven experience with Full-Stack JavaScript/TypeScript are a must. * Java Micronaut or Spring framework preferred. * Strong understanding of common Architecture Principles, Patterns, and trade-offs. * Strong understanding of Domain-Driven Design, and an ability to apply it to new and existing domains. * Strong understanding of the Twelve-Factor App. * Ability to work both independently and with all levels of the organization, including technical and non-technical team members. * Flexible, growth-oriented mindset with a strong sense of ownership. 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.
    $68k-85k yearly est. 43d ago
  • Sr Tax Accountant

    Nuveen Investments 4.9company rating

    Frisco, TX job

    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)
    $74.5k-118k yearly 29d ago
  • Principal Systems Analyst

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role The Principal Systems Analyst will be the main liaison between our business, product, and development teams. You will take business requirements and turn them into workable tasks. You will be part of a highly collaborative, multi-functional and geographically distributed scrum teams. You will be responsible for providing leadership on complex systems analysis for projects as well as playing an influential role with our business partners to develop recommendations that address critical business needs and opportunities. You will have responsibility for release management coordination and participate in scaling ceremonies and activities as you manage interdependencies across squads. You will examine and drive team performance through metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. The Expertise and Skills You Bring * Bachelor's degree with 9+ years business or systems analysis experience and systems development * Experience with JIRA, Confluence, and SharePoint * At least 5 years of experience working in an agile environment * Familiarity with Enterprise Content Management (ECM) principles, CMIS standards, and document management best practices preferred * Excellent written and oral communication skills, allowing you to interview Business partners to understand project objectives, use cases and requirements * Strong analytical skills, enabling you to research, document and review existing systems and recommend designs for achieving requirements for self-contained projects within a larger program * Proficiency in assisting in the writing of user requirements and all the supporting documentation * Background in workflow analysis preferred * Ability to diagram business processes and system workflows * Expertise in conveying technical concepts with internal customers, technical team members, and/or other technical contributors across the organization * Willingness to actively participate in defining project scope/backlog, while recommending solutions to project issues * Possess an analytical and consulting approach - able to ask engaging questions to help tease out requirements details and technical implementation options * Dedicated and highly motivated with the ability to quickly grasp new technologies and business concepts * Experience helping the team to remove impediments and facilitate agile ceremonies such as the daily scrum, sprint planning, backlog refinement and retrospectives. using Atlassian Stack (Jira, Confluence, etc.) and collaboration tools * Experience working with Squad Leader and Scrum Teams to maintain the Product and Sprint backlog * You are adaptable, and comfortable working in a fast-past environment with constant changes The Team The WI Operations Modernization Chapter consists of a team of technologists and BPM experts, dedicated to modernizing and transforming the systems that run Fidelity Workplace Investing's operations. We focus on building cloud-based applications to modernize legacy software that run our operations and support the transformation of our workflows to a modern BPM platform. 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.
    $77k-93k yearly est. 2d ago

Learn more about J.P. Morgan jobs

Most common locations at J.P. Morgan