J.P. Morgan jobs in Salt Lake City, UT - 24 jobs

The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring * Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. * Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. * A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. * Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. * A desire for growth and a mindset that generates long term success through adaptability and personal accountability. * Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. * Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales 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.

Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. * You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. * You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. * As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring * Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads * Knowledge or experience in sales or the consultative relationship process * Demonstrate accountability and a goal-oriented mindset * Natural and demonstrated success in asking deeper questions to fully understand the client's situation * Ability and flexibility to work in a "hybrid" work setting, both at home and in office * Comfortable with technology and ability to navigate multiple systems simultaneously * Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver * Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce * Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions * Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations * Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: * Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) * Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, Sales 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.

Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time and resources efficiently and effectively + Develops and implements strategic and tactical plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals. + Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance. + Works in a team environment to maintain a book of business and meet or exceed annual sales targets. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 3+ years financial services experience + Series 7, 63 and 65 (or 66) completed within 120 days of start date **Preferred:** + 5+ years financial services experience + Series 7, 63 and 65 (or 66) completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated Posting End Date:** 2026-02-28 Base Pay Range: $80,000/yr - $95,000/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)

Our Site Reliability Engineering group within Enterprise Infrastructure combines Operations Excellence with the Development Experience to deliver services at high scale, high availability with resilience by using automation and Infrastructure Code. We build reliability into our ecosystem by applying best practices in Resiliency Engineering, Automation, Observability & Chaos Testing. The team comes from diverse technical backgrounds, and the responsibilities provide the opportunity for a variety of challenges. Ideal candidates will have a background in either software engineering or systems engineering with a desire to learn the other or previous experience as an SRE. We are looking for a Systems Thinking, SRE Engineer who has helped teams scale through production insights, operational automation, developer guidance, real-time metrics, automation, automation, automation! The Expertise You Have and The Skills You Bring * Bachelor's degree or higher in a technology related field (e.g. Engineering, Computer Science, etc.) required, Master's degree a plus. * 5+ years of hands-on experience deploying and/or supporting highly distributed multi-tiered systems at scale. * 1-2 years of experience in Cloud development (AWS) and migration skills; Experience with building and operating highly resilient platforms in AWS cloud environments * 2-4 years of experience in software development with Python, NodeJS, or Java with a focus on SDLC and automation * Hands-on experience with container orchestration, preferably with Kubernetes * Ability to automate with various scripting languages (Python, Shell scripting, etc) * Experience managing systems using infrastructure as code tools (IAM, ARM, Terraform, Chef) * Solid understanding of Cloud Computing and DevOps concepts including CI/CD pipelines * Hands on experience with one or more observability tools (Prometheus, Grafana, ELK/OpenSearch, OpenTelemetry, Datadog, etc) * Experienced in Instrumentation with systems skills on building and operating, monitoring, logging, alerting services of distributed systems at scale. * Proven experience in maintaining scalability and resiliency of complex environment. * Proven experience in implementing advanced observability practices and techniques at scale. * Ability to triage, execute root cause analysis, and be decisive under pressure. * Experience managing and interpreting large datasets using query languages and visualization tools. * Ability to work with a variety of individuals and groups, both in person and virtually, in a constructive and collaborative manner and build and maintain effective relationships. * Help define and execute a comprehensive reliability and observability strategy, ensuring that Fidelity's systems are always available when our customers need them. * Bring together technical, procedural, and financial data to reduce toil and increase efficiency. * You will execute plans for technical standardization and process refinement within the engineering organization, especially for Site Reliability Engineers. * Troubleshoot stack-wide engineering issues related to hardware, software, network, applications, and cloud service providers. * Coach peer SREs and development teams on how to build highly available systems. 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.

Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. + Supports the execution of strategic initiatives; includes tracking metrics and milestones. + Builds effective relationships with internal/external stakeholders. + Analyzes data and information to provide insights and recommendations. + Leads the planning, coordinating and implementing department events. + Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group. + Coordinates and monitors budgets and reporting on results vs. budget. + Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities. + Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. + Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. + Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). + Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries. + Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements + Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. + Makes travel arrangements, booking flight/hotel reservations as needed. + Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. + Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. + Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. + Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). + Collaborates with internal and external stakeholders in order to deliver on business objectives. + Organizes work information to ensure accuracy and completeness. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 3-5 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $41,714.00 - $65,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

This exciting role will lead one of Fidelity's Stock Plan Services (SPS) Relationship Management teams! This leader will play a key role in crafting the future of this important growth business. Fidelity Stock Plan Services & Non-Qual is Fidelity's equity compensation administration services business, providing administrative support services for clients and individual support and guidance to equity and NQ plan participants. The Role The SPS Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of client relationships. Primary responsibility is the effective leadership of a team of Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 150+ SPS client relationships. This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CHRO, SVP of Total Rewards) of existing and prospective customers. Effectiveness in the role requires superior executive presence and benefits, executive and equity compensation, and financial services acumen. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business to improve business results. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. In addition to playing an integral role in the SPS business, the position also requires partnering closely with other businesses across the Fidelity enterprise. The Expertise and Skills You Bring * Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. * Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. * Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans. * Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity. * Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing. * Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses. * Transparent and credible presence in the Equity Compensation industry * Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills. * Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes. * Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity. * Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results. * Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent. * Coach and mentor to provide continued career development and evaluate performance. * Provide leadership to build an empowered, diverse and inclusive team culture * Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline. * Ensure that team is compliant with all appropriate rules and regulatory requirements. * 15+ years of professional experience, 5+ years in institutional (B2B) sales and relationship management, with a proven record of driving results and demonstrating successful leadership across diverse roles is preferred. * Series 7, 24 & 63 licenses are required. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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 24 - FINRA, Series 63 - FINRA Category: Sales

The Role Are you ready to make a significant impact by developing world-class software solutions? As a Senior Software Engineer at Fidelity Investments you collaboratively conceive and develop innovative AI experiences that empower our customers to invest smarter. You will be responsible for building, maintaining, and advancing codebases in a full stack environment using innovative technologies. As a member of our team you will, * Build solutions to support and scale our capabilities. * Lead feature development, taking things from concept to deployment alongside our autonomous, multi-functional team. * Collaborating with diverse functional teams to ensure seamless integration and performance of our systems. An ideal candidate embodies drive and confidence. They care deeply about people, including customers and associates. They demonstrate a genuine interest in technology and focus on what is crucial and strategic in the big picture. The Expertise and Skills You Bring * Proven experience as a full-stack developer characterized by a significant emphasis on JavaScript. * A passion for technology and can navigate your way across sophisticated and evolving landscapes by staying on top of the latest trends and thrive by sharing knowledge. * Outstanding problem-solving skills and the ability to efficiently implement innovative solutions. * Have an approach of test first development and are experienced in modern test frameworks. We believe that quality is everyone's job. * A collaborative approach with a strong enthusiasm for continuous learning and improvement. * Have great communication skills and technical expertise to drive and participate in meaningful discussions. * Strong intellectual curiosity and willingness to explore new technology opportunities. * Demonstrable experience with major JavaScript frameworks (Angular specifically). * Strong Experience with Automation Tools/Frameworks (Jest, Cucumber, Cypress, etc.). * Proven experience with DevOps, CI/CD using tools like Jenkins, uDeploy, Cloud Formation etc. * Robust intellectual curiosity coupled with an eagerness to investigate new technology. The Team At Fidelity, we have a steadfast dedication to our clients and a culture that flourishes with innovation and collaboration. Our team of mature and skilled developers is passionate about crafting outstanding experiences for our customers. By joining us, you will contribute to the development of advanced AI systems that assist customers with transactions and provide valuable information across the Fidelity network. We gravitate toward those who demonstrate curiosity, step up and take a lead, and own the outcome. Our enthusiasm for a culture of learning and mobility drives us to stay at the forefront of our craft and technological advancement. Our greatest asset is our people, and we are dedicated to building an enduring culture of inclusion and belonging. 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.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). + Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. + Supports customer transactions needs based on customer traffic. + Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services is an asset. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. **Salary:** $41,714.00 - $65,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 01/15/2026 Address: 142 E. 200 South Job Family Group: Commercial Sales & Service Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. * Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. * Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. * Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks. * Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards. * Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines. * Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently. * Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences. * Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions. * Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning. * Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. * Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. * Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. * Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. * Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. * Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. * Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. * Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. * Provides specialized consulting, analytical and technical support. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works independently and regularly handles non-routine situations. * Broader work or accountabilities may be assigned as needed. Qualifications: * 5 - 7 years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred. * Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. * Deep knowledge and technical proficiency gained through extensive education and business experience. Intermediate level of proficiency: * Structuring Deals * People Management Advanced level of proficiency: * Treasury Management * Cash Management * Payment Technologies * Financial Analysis * Risk Assessment * Quality Assurance Auditing * Regulatory Compliance * Data Analysis Reporting * Sales CRM * Problem Solving * Collaboration Salary: $66,600.00 - $124,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Director, Facilities & Operations The Role Are you passionate about real estate? Do you thrive in fast-paced settings? Do you strive for excellence in operations and customer service? Can you work within matrix organizations and influence and inspire others? If so, Fidelity Real Estate is seeking a Director, Facilities & Operations to join our global Facilities & Operations team! In partnership with our outsourced facility management alliance partner, the Director, Facilities & Operations will be based at the Salt Lake City, UT office and oversee all operational aspects of our Salt Lake City, UT, Albuquerque, NM, Denver, CO and San Francisco, CA offices comprising of ~ 500,000 square feet in total and other locations as may be assigned. This leader will drive asset value through critical thinking, effective expense management and infrastructure planning, as well as focusing on associate needs. To do this, the Director will collaborate with many groups inside and outside of Fidelity Real Estate, which requires strong interpersonal abilities. This role reports to the VP, Facilities & Operations and will have a team of peers across the globe for support and camaraderie. The Expertise and Skills You Bring * Bachelor's degree in business, facilities management, architecture, engineering or other related area is preferred. * Graduate degree in a related field is desirable. * 10+ years of real estate management experience with increasing responsibility is preferred. * You have shown strength in project management, property, asset and facilities management, real estate finance/accounting and leasing, with particular skill in at least one area. * You can work through ambiguity to drive solutions. * You excel at oral communication and listening skills. * You are customer service-focused and easily forge strong relationships. * You are quick-thinking and remain calm during stressful or emergent situations. * Leading a team focused on delivering quality services to enable the success of Fidelity businesses. * Leading resources that handle the day-to-day functions of facilities management: operational risk management, vendor management, critical infrastructure & engineering, repairs & maintenance, amenities (hospitality, fitness & food & beverage), cleaning, landscaping, and others. * Ensuring outsourced resources provide quality property and facility management services, per their contractual agreement, with a focus on risk mitigation and operational excellence. * Financial stewardship: reviewing and approving all building expenses and working closely with Fidelity Real Estate Finance on tracking, validating, and controlling costs. * Developing an annual and multi-year regional operating and infrastructure capital plan to be presented to senior leaders on an ongoing basis. * Partnering with Real Estate teams (Amenities and Program Management, Project Design and Delivery, and others) to align priorities, develop and implement regional programs and projects. * Partnering with Engineering Services to ensure consistent standards and performance are achieved across the region. * Cultivating key partnerships with Global Security & Investigations, Enterprise Infrastructure and Enterprise Business Resiliency to ensure that business unit contingency needs are met during an event. * Supporting the Sustainability Office and Regional Sustainability Workstreams to develop and implement solutions that promote environmental initiatives. * Drafting/sending communications regarding building disruptions or campus work, with action plans to address. Other Requirements * 24X7 on-call coverage. * 100% of time on-site. * ~ 25% travel. Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally within the US and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet the needs of our customers at all levels. We run more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, two data centers and more than 200 retail investor centers. Facilities & Operations is responsible for ensuring a safe and productive workspace experience for all Fidelity associates and maintaining best-in-class real estate that reflects the Fidelity brand for our visitors and clients. We demonstrate operational excellence in all facets of our daily work. Certifications: Category: Real Estate 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.

Working Hours - 12:30pm to 11:30pm (Shift rotation for every 3rd weekend work) The Role Fidelity Digital Asset Services is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client trading and operational needs as well and drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the team, sharing best practices and driving successful results. The Expertise and Skills we're looking for * Bachelor's Degree preferred * 5+ years of trade & post trade execution support & knowledge of trading and industry practices/tools * In depth knowledge of front to back trade lifecycle * Daily workflow management experience in setting shifts and ensuring work is completed within SLA * Strong attention to detail and experience in reviewing others work * Experience and demonstration of working within a procedure and controls operational environment - familiar with audit process * Strong process management & decision-making skills * Prior experience in taking the lead on key projects or initiatives * Experience in supporting testing in UAT & Production environments * Knowledge of trading technologies & API/FIX & other trading frameworks * Deep knowledge of Institutional clients, accounts (e.g. hedge funds) * Understanding and demonstration of quantitative & analytical skills and experience with associated platforms * Relationship building skills across teams, business units, and national peers * Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, Power point * Cryptocurrency knowledge an advantage * Your excellent interpersonal, verbal, and written communication skills * Your ability to work well on global teams and in fast-paced, cross-collaborative environments * Your ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required * Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions * Your passion for thought leadership in innovation & promotion of change amongst the group * Your success in navigating and thriving in a dynamic, growing new business * Your understanding of risk inherent to Institutional trade execution The Value You Deliver At Fidelity, collaboration isn't just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you'll deliver are: * Coaching and developing a team of associates to deliver an outstanding experience to our clients * Prioritizing and handling critical issues/exceptions that are received from clients/ business * Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures * Driving high satisfaction, quality, and efficiency for both the client and FDAS * Delivering superior results quickly and efficiently, utilizing effective time management skills * Driving innovation through curiosity and comprehensive understanding of business processes and challenges The Team Fidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help launch Institutional relationship capabilities and help bring the vision for the future to life. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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.

Director, Product Management (Fidelity Private Shares) We are seeking a product manager to join the growing product team for Fidelity's private company equity management platform, Fidelity Private Shares, within Fidelity Labs. We are passionate about what we do and build products that tackle real world complexity. Our team delivers innovative technology, robust industry experience and expertise, and seamless service to our customers. As Product Manager, you'll apply your expertise to creating solutions that will change how startups, lawyers, and investors think about managing company ownership. In this key role, you will influence the broader strategic decisions and roadmaps, ensure alignment of development work through ongoing planning and prioritization, iteration, and innovation, and bring teams together to drive results. You'll be responsible for a range of Product Management activities, including: * Synthesize product feedback, market trends, and research into clear product requirements * Research regulations, best practices, and other subject matter to inform product requirements and definition * Define features and create product specification documentation * Consult with technical team to assess feasibility, clarify use cases, and guide development of features and enhancements * Draft or review product content for accuracy and comprehension * Conduct product acceptance testing and validation * Communicate release information to sales, marketing & support teams The Expertise and Skills You Bring * Background in equity management, stock plan administration, corporate law, venture capital, or related field * Familiarity with startup and private company ecosystem * 10+ years of work experience * Bachelor's degree or higher (or equivalent practical experience) * Strong communication and ability to make complex concepts accessible * Motivation to work collaboratively to drive product initiatives from idea to market * Adaptable and able to manage multiple priorities * High degree of self-motivation and natural curiosity to learn new things The Team Fidelity Labs is Fidelity Investments' in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life-building new technology, adapting quickly, and moon-shot ambition-with the scale and stability of an industry leader. Learn more at labs.fidelity.com. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call ************, prompt 2, option 2 if you would like to request an accommodation. 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: Information Technology

Solutions Architect, Front End Hiring for multiple positions and experiences ranges, placement is based on your background. At Fidelity Enterprise Architecture (FEA), we are seeking an experienced User Experience Architect to drive end-to-end architecture for the Brokerage business domain. In this role, you will work directly with product teams across the retail investing space (brokerage accounts, managed services, banking services, etc) and the workplace investing space (401ks, health-insurance related accounts, etc) to design solutions that meet business priorities and initiatives. What you will be responsible for This role will be a very hands-on role driving the overall technical and experience architecture. You will be responsible for all aspects of the solution, from security to data strategy, and work closely with all areas of engineering to best align architecture needs. You will collaboratively work across other product areas and multiple business units influencing and driving the digital modernization efforts within. In general, we are looking for a solid User Experience Architect that can lead and drive the end-to-end architecture of multiple teams in a complex space. The Expertise we're looking for… The following is a selection of skills (but not a hard list of requirements) that will help you thrive in this role: * Proven experience in architecture, including scalability, resilience, security, and data architecture. * Experienced in engineering web and/or mobile applications end to end, with a focus on customer experience, scale, security, and performance * Proficient in principles of API design and it's applications * Experience with enterprise API implementation, using REST * Ability to break down user interfaces into smaller reusable pieces and large-scale migrations * Experience with reactive and functional programming concepts. * Experience building highly scalable architecture to support Omnichannel experience platforms * NX generator, executor creation, and dependency graphs within NX monorepos What to expect? An initial conversation with the assigned Technical Recruiter for overall job expectations and employment requirements. Then you will have a conversation with one of the Architecture Leads operating in the Fidelity Enterprise Architecture group. After that, 3-part multi-panel interview where you should expect to discuss questions and scenarios around end-to-end architectural solutioning, technical background, and leadership topics with a group of your potential future peers. The base salary range for this position is $126,000-255,000 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: Information Technology

Job Description:Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads Knowledge or experience in sales or the consultative relationship process Demonstrate accountability and a goal-oriented mindset Natural and demonstrated success in asking deeper questions to fully understand the client's situation Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales 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.

Application Deadline: 01/30/2026 Address: 142 E. 200 South Job Family Group: Business Management Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. * Supports the execution of strategic initiatives; includes tracking metrics and milestones. * Builds effective relationships with internal/external stakeholders. * Analyzes data and information to provide insights and recommendations. * Leads the planning, coordinating and implementing department events. * Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group. * Coordinates and monitors budgets and reporting on results vs. budget. * Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities. * Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. * Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. * Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). * Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries. * Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements * Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. * Makes travel arrangements, booking flight/hotel reservations as needed. * Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. * Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. * Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. * Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). * Collaborates with internal and external stakeholders in order to deliver on business objectives. * Organizes work information to ensure accuracy and completeness. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 3-5 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. + Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. + Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. + Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks. + Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards. + Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines. + Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently. + Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences. + Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions. + Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning. + Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. + Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. + Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. + Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. + Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. + Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 5 - 7 years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Intermediate level of proficiency: + Structuring Deals + People Management Advanced level of proficiency: + Treasury Management + Cash Management + Payment Technologies + Financial Analysis + Risk Assessment + Quality Assurance Auditing + Regulatory Compliance + Data Analysis Reporting + Sales CRM + Problem Solving + Collaboration **Salary:** $66,600.00 - $124,200.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 02/08/2026 Address: 2011 Blackstone Rd. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall customer experience. * Contributes to business results and the overall experience delivered. * May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. * Appropriate lending qualifications and designations. * Working knowledge of personal and small business customer needs and solutions. * Working knowledge of retail investments and lending products. * Experience in financial services is an asset. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. * Passionate commitment to helping our customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. + Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. + Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. + Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. + Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. + Identifies key market segments and leverages industry trends to drive business growth and expand the client base. + Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. + Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. + Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. + Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. + Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. + Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. + Identifies share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. + Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. + If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Project Management + Customer Service + Problem Solving + Negotiation + Customer Relationship Building Expert level of proficiency: + Financial Analysis **Salary:** $88,800.00 - $165,600.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.