National Financial Partners Corp job in Boston, MA
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Job Summary:
The Sr. Vice President has local and regional responsibility for multiple highly complex clients. This Sr. Leadership role reports directly to the Northeast Regional Managing Director. This is an exciting opportunity to shape strategy & expand Influence in the Northeast. This newly created position for the Northeast region offers a unique opportunity to develop a strategic vision and cultivate a powerful network in an area experiencing consistent and dynamic growth. As a key leader, you will build, innovate, and drive meaningful impact-positioning yourself at the forefront of regional success.
In this role, you will work with Producers to help manage and grow their book of business. You will strategize with Producers in acquiring and marketing new business, work to ensure a seamless renewal process for clients, and effectively deliver the resources of NFP to our clients. You will provide expert guidance on all commercial coverage lines, with specialized knowledge in Private Equity, Construction, and Real Estate. Along with your leadership experience, you should have experience servicing or providing oversight of a Commercial Lines BOB with large lines of accounts and complex P&C risk.
This is a full-time, hybrid role based in either NYC, Boston, or Albany, NY. While you will have flexibility in your work schedule, a significant number of Advisors and clients are located in and around the NYC tri-state area, making periodic client visits within the region essential. For this reason, it is highly beneficial to be located in the NYC tri-state area and have the ability to travel as needed.
Essential Duties and Responsibilities:
* Strategize and drive new business growth with producers.
* Maintain ongoing relationships with complex and large clients; Act as the subject matter expert on Property & Casualty and carrier products and services.
* Prepares renewal proposals for presentation to client, as well as new business proposals.
* May visit clients to review insurance programs or introduce new products.
* Act on and complete client requests and/or action items that may arise throughout the year. Including but not limited to meeting with Advisors and Account Management Teams on a regular basis to assist with renewal and communication strategy and address client concerns.
* May take over client account management on complex accounts.
Strategic Responsibilities:
* Partner with Producers to provide strategic guidance and tactical support to grow to help manage their book of business, which will include Real Estate, Construction and Private Equity.
* Liaise between Producer and Account Management staff to effectively deliver NFP services to clients.
* Provide oversight and accountability on client deliverables throughout the year (i.e., renewal policies/summary delivery, stewardship reports, pre-renewal strategies, etc.).
* Build and maintain effective NFP corporate relationships.
* Assist in finding, selecting, & training the next Strategic Client Managers in the future as the book of business supports the growth.
New Business:
* Effectively communicate with prospective clients throughout the new business sales cycle.
* Assist in closing prospective clients alongside the Producer to include helping on proposals/pitch presentations, analytics, service deliverables, service calendars, etc.
* Provide new clients with strategic guidance on timeline/deliverables with NFP.
* Assist Producers in obtaining necessary data from prospects and follow up on open items when full submission is not fully completed and received.
* Assist assigned Producers in obtaining full submissions from prospects and follow up on open opportunities and prospects.
* Prepare and edit proposals from Marketing and present to prospects, with assistance from Producers.
* Research, gather details and enter and track leads for Producers using the Salesforce System.
* Attend sales calls, partner with Producer to help evaluate and drive the close.
Marketing/Renewals:
* Responsible for acting on and completing client requests and/or action items that may arise throughout the year with assistance from Account Management teams, including but not limited to:
* Responding to new coverage requests, gathering information on a new company, acquisition or project, communicating with carrier markets for quotes and reviewing for accuracy
* Meet with Advisor on a regular basis to assist with renewal and communication strategy and address client concerns
* Serve as the line of communication between the Advisor and Account Management team to ensure that the renewal process is moving forward in a timely manner; maintain and manage the renewal calendar, perform appropriate outreach and ensure effective communication to clients and Advisors regarding updates on incumbent and alternative options
* Negotiate with underwriters as needed
* Provide feedback and guidance on proposals as needed
* Lead proposal meetings with clients with or without Advisor presence
* Document meeting takeaways and next steps; ensure proper execution and follow-up
Client Retention:
* Coordinate and run midyear/stewardship meetings with clients.
* Coordinate broader NFP resources (i.e., Private Equity, Construction, Real Estate Practice, etc.).
* Develop and communicate client strategies with broader NFP resources to the local Account Management staff.
Knowledge, Skills, and/or Abilities:
* Knowledge of all areas of commercial property & casualty insurance coverage with a strong acumen in Real Estate, Private Equity and Construction
* Ability to build relationships and drive business growth and retention
* Be a self-starter, work independently, anticipate client and team needs and make sound independent decisions
* Effective time management and decision-making skills and diligent follow-up skills
* Ability to express ideas clearly in both written and oral communications and have excellent presentation skills
* Strong Microsoft Excel and PowerPoint skills
* Commanding presentation and public speaking abilities
* Ability to work in/travel to defined office/s and client visits
* Ability to work independently and anticipate client and team needs
* Ability to successfully interact with a variety of people/personalities while displaying strong leadership skills
* Must be able to read, analyze and reconcile financial reports
* Possess technical expertise plus good analytical and problem-solving skills
* Ability to handle situations in a calm, courteous and professional manner
Education and/or Experience:
* BA/BS preferred; Master's degree in relevant subject (e.g., business, statistics, math/science, and actuarial science) highly desirable
* More than 15 years of industry and product line experience
* Must have retail brokerage experience (can be in addition to, but not limited to only Carrier, Wholesaler, and Intermediary agencies)
Certificates, Licenses, Registration:
* Property & Casualty Broker's License required upon hire
* CPCU or other P&C designation preferred
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $205,000 - $250,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$205k-250k yearly 35d ago
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Senior Account Executive - Private Client (HNW)
National Financial Partners Corp 4.3
National Financial Partners Corp job in Boston, MA
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their Supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages.
Essential Duties and Responsibilities:
* Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
* level facilitates requests and needs of the carriers on behalf of NFP's clients.
* Works with the Claims Department on relevant claims for assigned clients.
* Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
* Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
* May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives.
* Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
* Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
Knowledge, Skills, and/or Abilities:
* Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people/personalities
* Strong leadership skills
* Must be able to read, analyze and reconcile financial reports
* Possess technical expertise plus good analytical and problem-solving skills
* Ability to handle situations in a calm, courteous and professional manner
Education and/or Experience:
* BA/BS preferred
* Typically more than 8 years industry and product line experience.
Certificates, Licenses, Registration:
* Property & Casualty Broker's License required
* CIC, CPCU or other P&C designation preferred.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 - $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$56k-132k yearly 6d ago
Summer 2026 Intern - Participant Engagement
Empower Retirement 4.3
Boston, MA job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Summer 2026 Intern - Participant Engagement
Location: Boston, MA (on-site & in-person)
Duration: 10 weeks from May 27, 2026 to July 31, 2026
Schedule: Full-Time (40 hours/week)
Compensation: $22.00 - $23.00 per hour (based on academic level)
Empower is a leader in financial planning and retirement solutions, committed to helping people achieve financial freedom. We serve millions of individuals, employers, and advisors through personalized products, smart technology, and a people-first approach.
Program Overview
Empower's Summer Internship Program offers an immersive 10-week experience designed to develop rising professionals with an interest in financial services. Our interns thrive in a fast-paced, growth-oriented environment while gaining valuable insights into our business, culture, and mission.
Each intern is paired with a dedicated manager, mentor, and executive sponsor, and will work on a meaningful summer project. This program includes:
Hands on-experience with real business initiatives
Exposure to senior leadership and cross-functional teams
Networking opportunities
Professional and personal development workshops
At the conclusion of the internship, each intern presents their work to business leaders, showcasing the impact they've made.
What you'll do
As a Participant Engagement Intern, you will:
Analyze operational and engagement data to identify trends, pain points, and opportunities for process improvement
Evaluate project effort, time, and cost drivers to support decision-making and workflow optimization
Determine optimal execution paths by assessing quantitative and qualitative data inputs
Collaborate with team members to provide insight driven recommendations that enhance participant outcomes
Apply analytical, business, and problem-solving skills to real projects that directly support business goals
Over the course of the 10-week internship, you will contribute to either a defined individual project and/or collaborative team initiatives. You are expected to deliver meaningful contributions and results, with ongoing support, guidance, and feedback from your team.
What you bring
We're seeking college students who demonstrate a balance of technical aptitude, professionalism, and curiosity. Ideal candidates will bring the following:
Required Qualifications:
Currently enrolled in a college or university (Bachelor's or Master's program)
Minimum cumulative GPA of 3.0
Available for full 10-week program (May 27 - July 31, 2026)
Must reside near or be able to reliably commute to Boston, MA (in-person internship)
Experience with Microsoft Office Suite (Excel, Word, PowerPoint)
Authorization to work in the U.S. without current or future visa sponsorship (CPT/OPT not supported)
Core Competencies:
Strong verbal and written communication skills
Ability to work independently and within a collaborative team
Analytical mindset with strong critical thinking and problem-solving skills
Professional curiosity and eagerness to learn new tools, processes, and concepts
Ability to build productive partnerships with team members and stakeholders
Accountability and follow-through on assigned goals and project milestones
Customer-service mindset aligned with delivering high-quality work
Self-directed with a proactive approach to learning
What will set you apart
At least 2 years of academic progress toward a bachelor's degree
Preferred majors: Business Administration, Finance, Economics, or other relevant business fields
Hands-on experience with data analytics projects or workflow/process improvement initiatives
Microsoft Excel certification or demonstrated advanced Excel skills
Important notes
Applications are reviewed on a rolling basis.
High-performing interns may be considered for return offers or full-time opportunities post-graduation.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
Base Salary Range
$47,800.00 - $65,725.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-12-2026
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$47.8k-65.7k yearly Auto-Apply 22d ago
Senior Branch Financial Advisor - Boston, MA Investor Center
Empower Retirement 4.3
Boston, MA job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Senior Branch Advisor is a trusted financial partner for Empower customers, delivering personal, thoughtful, and goal-based financial guidance. Based in our Boston Investor Center, this advisor meets with clients in person to provide holistic financial planning, investment advice, and guidance across all stages of life. Whether helping someone grow their savings, consolidate outside accounts, or plan for retirement, this role is about making a meaningful impact-one conversation at a time.
The Senior Branch Advisor works closely with the Branch Director and cross-functional teams to ensure clients receive a consistent, high-quality experience. This role also serves as a bridge between Empower's workplace retirement plan clients and retail wealth solutions-helping participants make the most of their workplace benefits while exploring opportunities beyond the plan.
What You Will Do
Meet with Empower clients, participants and prospects in person to understand their goals and provide personalized financial advice
Offer solutions for a wide range of needs: retirement income planning, education savings, investing, risk management, and more
Help clients make confident decisions about consolidating outside assets (typically over $100K) into Empower-managed accounts
Use Empower's planning tools and digital experience to create clear, actionable financial plans
Provide workplace participants-particularly those approaching retirement or facing complex financial questions-with tailored guidance beyond their plan benefits
Be an expert on the full suite of wealth capabilities, products, and services
Collaborate with plan sponsors, internal advisors, and Relationship Management to identify participants who may benefit from working with a Senior Advisor
Partner with the Branch Director to drive the branch's success and provide leadership support
Collaborate with Empower's Relationship Management and operations teams to ensure smooth onboarding and excellent client service
Track client progress and maintain accurate records using Salesforce CRM
Participate in local community outreach and educational events to promote Empower's mission
Support junior advisors through informal coaching or mentorship
What You Will Bring
Bachelor's degree or an equivalent combination of education and professional work experience
5+ years of experience in financial planning, investment advising, or wealth management
FINRA Series 7, 63, 65 (or 66) registrations within established timelines
Confidence in working with high-net-worth individuals and complex financial situations
Clear, engaging communication and listening skills
Strong knowledge of investments, retirement plans, and financial planning principles
FINRA fingerprinting required upon hire
What Will Set You Apart
MBA preferred
CRPC or CFP preferred
Track record of strong performance to KPIs in prior licensed Advisory positions
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$131,100.00 - $190,125.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-20-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
$131.1k-190.1k yearly Auto-Apply 26d ago
Senior Scrum Master, Digital Assets
Fidelity 4.2
Boston, MA job
The Role
As a Senior Scrum Master, you will blend deep scrum expertise with a passion for mentoring, coaching and constant improvement. As part of a highly collaborative team, you will advise, mentor, coach, and train on performance against agile values, practices, and processes to accelerate team value delivery. In partnership with the Squad Leader, you will maintain a backlog, help to remove impediments, and facilitate agile events such as the daily scrum, sprint planning, backlog refinement and retrospectives. You will participate in scaling activities as you manage interdependencies across teams. You will examine and improve team performance through metrics and find opportunities with the team to fully realize the benefits of working in an agile structure.
The Expertise and Skills You Bring
4 years of hands-on experience as a scrum master
Jira and Jira Align experience required
Bachelor's degree and/or equivalent experience preferred.
Certified Scrum Master preferred.
Demonstrated expertise in application of Agile/Scrum Principles to help accelerate value delivery.
Excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization.
Demonstrate a continuous improvement approach.
Quality Execution - attention to detail with unwavering dedication to quality
Partnerships - develop positive relationships and champion a collaborative team environment
Leadership - demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams
Note: Fidelity will not provide immigration sponsorship for this position
The Team
Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
The Fidelity Digital Assets Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.
#cryptojobs
The base salary range for this position is $85,000-171,000 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:Program/Project Management
$85k-171k yearly 23d ago
Organizational Development Consultant
GCG 3.7
Boston, MA job
GCG is looking for a skilled **Organizational Development Consultant to join our Talent team** ! As our Organizational Development Consultant, you will lead the charge in executing enterprise-wide talent development strategies that elevate performance, engagement, and leadership development across the organization. You will collaborate closely with HR Business Partners to support talent reviews, succession planning, and performance management, while managing and facilitating key development programs.
You will oversee the ongoing refinement and evolution of our new Talent Management System (Cornerstone), owning administration of the system, reporting, and ongoing adjustments to LMS content and training delivery. You will also facilitate workshops, virtual and in-person training, and team-building sessions as well as create and manage in-person and self-directed leadership, capability building, and onboarding programs aligned with organizational development goals and business priorities.
This is a highly collaborative, visible, and impact-driven role where you'll partner with senior leaders and HR business partners to align talent priorities with business objectives, ensuring we attract top talent and create conditions for them to thrive.You will playa crucial part in ensuring that employees are equipped with the knowledge and skills needed to excel in their roles and contribute to the organization's success.
**What you'll do**
+ Partner with HR Business Partners to write and track Individual Development Plans (IDPs) for key talent, ensuring alignment with career aspirations and organizational needs
+ Lead the refinement and continuous improvement of a Talent Management System (TMS) to support performance management, learning, succession, and career development
+ Collaborate with IT, HRIS, and external vendors to ensure successful system configuration, integration, and adoption
+ Drive change management and user training to ensure effective system utilization across the organization
+ Monitor system performance and user feedback to identify enhancements and ensure alignment with evolving business needs
+ Lead the design and delivery of learning programs that enhance employee skills and capabilities
+ Facilitate development programs, onsite and virtual training, and other organizational effectiveness solutions to embed team capability-building
+ Inform and participate in the design and development of online, self-directed learning; occasional creation of just-in-time training to meet emergent business needs
+ Establish and manage development planning schedules to ensure targeted growth for successors and high-potential employees
+ Oversee and refine the performance management process, ensuring it drives accountability and continuous improvement
+ Implement tools and frameworks to support goal setting, feedback, and performance reviews
+ Develop strategies to enhance employee engagement and retention
+ Analyze engagement data and recommend actionable improvements
+ Use talent analytics and insights from the TMS to inform decision-making and measure the impact of talent initiatives
+ Provide regular reporting to senior leadership on key talent metrics
**What you'll bring**
+ 4+ years experience in learning & development, organizational development, or talent management in a corporate environment
+ Exceptional communication, facilitation, and project management skills
+ Demonstrated ability to influence leaders without formal authority
+ Experience administering a full-cycle performance management process (1+ years)
+ Experience leading and facilitating 9-box talent review and succession planning (1+ years)
+ Hands-on experience implementing or administering Cornerstone or similar systems
+ Proficiency with Office 365
+ Experience with interactive virtual instructor-led training platforms (Microsoft Teams preferred)
+ Proficiency in course authoring tools such as Storyline, Rise 360, or Adobe Captivate
**What we offer**
+ **Competitive base salary ranging from $140,000 to $150,000 depending on applicable experience; eligibility for annual bonus** based on company and individual performance
+ **Comprehensive Health Coverage** : Multiple medical plan options (CDHP and PPO) to get you the coverage you need
+ **Robust Financial Security** : Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans
+ **Generous Time Off** : PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs
+ **Wellness & Support Programs** : Employee Assistance Program (EAP), wellness incentives, and telehealth access
+ **Extras That Matter** : Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind
+ **An employee-centric company** that values and truly appreciates our most important asset: You!
**About GCG**
At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve.
_GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._ _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._
_These duties and responsibilities listed above are judged to be "essential functions" in terms of the Americans With Disabilities Act, or ADA. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Furthermore, the above statements are intended to describe the general nature and level of work being performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed by such a person._
_\#LI-remote_
**Job Locations** _US-Remote_
**ID** _2025-1916_
**Category** _Human Resources_
**Position Type** _Regular Full-Time_
$140k-150k yearly 60d+ ago
Director, Asset Management Compliance Programs and Sub-Adviser Oversight
Fidelity Brokerage Services 4.2
Merrimack, NH job
The Role
The Director, Asset Management Compliance Program and Sub-adviser Oversight, will play a key role in supporting the build out of new compliance programs, overseeing various program requirements, including mutual fund, institutional adviser, and NFA/CFTC compliance, as well as performing ongoing oversight of Board approved sub-advisers. You will interact with compliance leaders within Asset Management and across the firm to ensure program requirements are carried out appropriately. This exciting and varied role allows you to use your communication, organization, and critical thinking skills to manage day-to-day deliverables of the fund and adviser compliance programs while evaluating the impact of regulatory and business changes and implementing program enhancements.
The Expertise and Skills You Bring
Bachelor's degree or equivalent
Strong compliance, risk, and/or regulatory experience in the financial services industry
Typically, 10+ years industry-related experience
Strong understanding of asset management laws and regulations, including investment company, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments or digital assets.
Broad familiarity with Fidelity's Asset Management business and fund service providers across the firm
Ability to understand complex issues and compliance requirements and to provide clear and concise explanations in written and verbal communications, including to senior members of Fidelity
Proven time and project management skills
Outstanding organizational skills and people and program management while also contributing a high volume of individual work
Driven to evaluate opportunities for process improvements through technology and other creative solutions
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Drive regulatory compliance for Fidelity's asset management business by overseeing key service providers, providing guidance on program elements, and providing support and reporting to chief compliance officers and fund boards.
The Team
Asset Management Compliance ('AMC') works closely with Fidelity's investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.
The base salary range for this position is $103,000-211,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Compliance
$63k-76k yearly est. Auto-Apply 6d ago
Summer 2026 Intern - Retirement Sales and Plan Consulting
Empower Retirement 4.3
Boston, MA job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Summer 2026 Intern - Retirement Sales and Plan Consulting
Location: Boston, MA or Greenwood Village, CO (on-site & in-person)
Duration: 10 weeks from May 27, 2026 to July 31, 2026
Schedule: Full-Time (40 hours/week)
Compensation: $22.00 - $23.00 per hour (based on academic level)
Empower is a leader in financial planning and retirement solutions, committed to helping people achieve financial freedom. We serve millions of individuals, employers, and advisors through personalized products, smart technology, and a people-first approach.
Program Overview
Empower's Summer Internship Program offers an immersive 10-week experience designed to develop rising professionals with an interest in financial services. Our interns thrive in a fast-paced, growth-oriented environment while gaining valuable insights into our business, culture, and mission.
Each intern is paired with a dedicated manager, mentor, and executive sponsor, and will work on a meaningful summer project. This program includes:
Hands on-experience with real business initiatives
Exposure to senior leadership and cross-functional teams
Networking opportunities
Professional and personal development workshops
At the conclusion of the internship, each intern presents their work to business leaders, showcasing the impact they've made.
What you'll do
As a Retirement Sales and Plan Consulting Intern, you will:
Collect, organize, and analyze key real business data from sales consultations and performance results to uncover trends that influence client engagement and sales effectiveness.
Design and prototype a scalable database solution for tracking win/loss outcomes and consultation insights, helping the team improve transparency and decision-making.
Standardize and backload historical sales and consultation data to build a reliable, consolidated reporting framework foundation used across the business.
Build and test reporting templates and dashboards that surface key themes, uncover performance drivers, and tell a compelling story through data.
Partner with Sales and Consulting teams to refine metrics, validate insights, and support leadership with clear, data-backed recommendations.
Over the course of the 10-week internship, you will contribute to both individual and team-driving project work, with ongoing support, guidance, and feedback from your team.
What you bring
We're seeking college students who demonstrate a balance of technical aptitude, professionalism, and curiosity. Ideal candidates will bring the following:
Required Qualifications:
Currently enrolled in a college or university (Bachelor's or Master's program)
Minimum cumulative GPA of 3.0
Available for full 10-week program (May 27 - July 31, 2026)
Must reside near or be able to reliably commute to either Boston, MA or Greenwood Village, CO (in-person internship)
Experience with Microsoft Office Suite (Excel, Word, PowerPoint)
Authorization to work in the U.S. without current or future visa sponsorship (CPT/OPT not supported)
Core Competencies:
Strong verbal and written communication skills
Ability to work independently and within a collaborative team
Critical thinking and problem-solving mindset
Self-directed with a proactive approach to learning
Professional curiosity and eagerness to explore new tools and ideas
Demonstrated accountability and follow-through on individual or team-based goals
What will set you apart
At least 2 years of academic progress toward a bachelor's degree
Preferred majors: Finance, Economics, or other relevant business fields
Experience with data visualization tools (Power BI, Tableau, Salesforce reporting)
Analytical mindset with interest in business process improvement
Hands-on experience in data analytics, business intelligence, or database design
Important notes
Applications are reviewed on a rolling basis.
High-performing interns may be considered for return offers or full-time opportunities post-graduation.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
Base Salary Range
$47,800.00 - $65,725.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-12-2026
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$47.8k-65.7k yearly Auto-Apply 25d ago
Senior Executive Assistant
Fidelity Brokerage Services 4.2
Merrimack, NH job
The Role
Welcome to our team of administrative support for the Digital Assets Technology Business. In this role, you will provide top-tier administrative support to the Chief Technology Officer.
The role requires excellent communications skills and the ability to prioritize tasks as you serve as a focal point of a multifaceted, fast-paced organization working closely with senior business leaders across the enterprise. As a key member of the Digital Assets Technology team, you will influence the outcomes of the team by assisting with key meetings, events, programs, and serving as a critical point of contact and coordinator with large-scale efforts. Bringing strong relationship management skills, you will help coordinate critical leadership and business management routines across the Brokerage organization.
The Expertise and Skills You Bring
A bachelor's degree strongly preferred
5+ years of demonstrated experience supporting senior leaders within a corporate environment
Experience managing complex calendars
Highly motivated and extremely proactive
Ability to multi-task and adjust to rapidly shifting priorities
Highly collaborative mindset and flexible to tackle new tasks
Detail-oriented with strong organizational skills
Strong Microsoft Office software knowledge (Outlook, Word, Excel, and PowerPoint)
Effective time management skills with ability to prioritize and handle multiple tasks simultaneously
Comfort with tight deadlines and ability to work effectively under time constraints and pressure.
Willingness to utilize resources to problem-solve
Ability to work independently and be flexible
Strong written and verbal communication skills
Ability to effectively interact with various levels of management within the organization.
Trustworthy with highly confidential material
Flexible and willing to assist with a variety of other duties, as needed; Willing to adjust work style to suit an evolving organization
Professional and friendly demeanor, strong ability to develop and foster relationships across broad set of partners
The Team
Fidelity Digital Assets℠ adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
The administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized and valued by their colleagues as key members of their group, department, or organizational team. You work directly with, and provide support to, management at all levels of the company and frequently deal directly with business partners as well.
Certifications:Category:Administration
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$69k-89k yearly est. Auto-Apply 28d ago
Research Analyst, Commercial Real Estate
Fidelity Brokerage Services 4.2
Boston, MA job
The Team
Pembroke is an international real estate advisor that acquires, develops, and manages properties and places - specializing in mixed-use, office, and residential environments in the world's leading cities. We're united by a belief that real estate is more than just buildings. Our mission is to create long-term value through our global expertise, local knowledge, and passion for real estate. Comprised of experts across a variety of fields, our team consistently strives for excellence, achieves with integrity, and embraces collaboration.
Over the past twenty-five years, we've grown to include offices in Boston, San Francisco, London, Munich, Stockholm, Sydney, Tokyo, and Washington DC, and manage approximately 9.4 million sq ft/876,000 sq m in North America, Europe, and Asia Pacific. Facilitating the private capital of our investors FMR LLC and FIL Limited, we invest in global markets with long-term growth potential.
By combining a global point of view with local expertise, we're able to create and manage world-class properties that deliver the best outcomes for our tenants, investors, and the communities in which we work. For more information, visit our website: ****************
The Role
Pembroke is seeking a highly motivated research analyst to join Pembroke's Global Investment team. This role will support market research, investment strategy, portfolio analytics and investor reporting across Pembroke's international portfolio. The ideal candidate will have 2-3 years of experience in market research, valuation, and/or data analytics. Candidates will need to exhibit strong analytical skills, including proficiency in Data Visualization Tools (PowerBI), Excel, Argus, and PowerPoint.
Key Responsibilities
Market Research
Conduct macroeconomic, sectoral, regional, and deal-specific market research to support strategic decision making (i.e. underwriting of acquisitions/dispositions, capital project decisions, and long-term market selection).
Provide data-driven insights, trends and outlook comparisons across asset classes and geographies.
Analyze 3rd party reports/white papers and attend industry events; summarize insights for internal stakeholders.
Manage market research/data budgeting and procurement process. Serve as key relationship contact with all service providers; provide ongoing maintenance database of key market analytics, forecasts, supply/demand, rent and other statistics.
Investor Reporting
Prepare quarterly and annual investor reporting deliverables including president's letters, valuation summaries, market snapshots, and key portfolio performance trends.
Collaborate with key internal stakeholders including Asset Management and Finance, to ensure accuracy, consistency, and timeliness of performance data and presentation commentary.
Maintain reporting templates and improve automation where possible.
Valuation & Performance Analytics
Support global portfolio valuation process, working with global Asset Management and Accounting Teams to review Fair Market Value assumptions / submissions and prepare accompanying quarterly presentation material.
Work directly with 3rd party appraisers as necessary. Update and manage quarterly returns data in addition to supporting year-end audit processes.
As required, build and maintain financial models (i.e.: DCF) using both Excel and ARGUS Enterprise to calculate and review quarterly asset valuations, project detailed cash flows, and forecast investment returns for asset-level decision-making.
Partner with Technology Team to:
Improve data aggregation and visualization across platforms.
Develop tools for performance analytics, NAV reporting, and market intelligence.
The Expertise and Skills You Bring
Bachelor's degree in Business, Economics, Finance, Data Analytics or related field.
2-3 years of market research, real estate valuation, or business/data analytics experience in the commercial real estate industry with a reputable research house, investment or brokerage firm.
Advanced proficiency in Excel, PowerBI (Tableau) and PowerPoint. Ability to synthesize complex data into clear narratives.
Familiarity with Argus Enterprise, Yardi Elevate, CoStar, MSCI, Hyperion/PBCS, Green St, and/or similar commercial real estate platforms.
Excellent written and verbal communication skills and strong presentation / PowerPoint skills.
Detail-oriented with the ability to manage multiple priorities in fast-paced, collaborative environment without sacrificing accuracy.
Demonstrated interest in real estate and desire to develop within the industry. Global, multi-sector experience a plus.
Ability to produce results, meet deadlines, and manage complex and shifting priorities in a high-expectation work culture.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $67,000-127,000 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:Pembroke Real Estate
$67k-127k yearly Auto-Apply 60d+ ago
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northeast region
Empower Retirement 4.3
Andover, MA job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Ideal candidate lives in the Boston or New York area and is excited to meet with clients in person, if needed.
The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.
At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor - Practice Lead, you bring that mission and vision to life-ensuring that every client interaction is Easy, Personal, and Enlightening.
This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience.
This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.
What You Will Do
Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients
Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients
Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive.
Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
An ability to clearly explain the ‘Personal Strategy' investment strategy; recommend, implement, and review investment strategies that align with clients' risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.
Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
Travel required to meet with clients face-to-face and build strong relationships.
What You Will Bring
Bachelor's degree in business or related discipline or equivalent experience
10+ years related work experience in financial services and client experience
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
FINRA Series 65 required
FINRA fingerprinting required
CFP strongly preferred
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
Exceptional at delivering effective client consultations - always composed, professional, and skilled at establishing trust and building long-term client relationships
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention
What Will Set You Apart
Prior experience as a high performing Advisor & Planner in the Personal Strategy solution
#pjpw
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$131,100.00 - $190,125.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
02-03-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
$131.1k-190.1k yearly Auto-Apply 7d ago
Sr Strategic Buyer - Engineered Solutions
GCG 3.7
Providence, RI job
**GCG Connectivity & Power Solutions (CPS)** is seeking a **Senior Strategic Buyer** to support customer-designed solutions by developing and executing sourcing strategies that ensure on-time, high-quality, and cost-effective supply. This is a high-visibility, strategic individual contributor role that bridges procurement, product management, quality, and commercial teams to deliver complex, customer-specific solutions that power industries across North America.
In this role, you'll take full ownership of purchasing activities tied to engineered solutions-managing vendors, ensuring compliance with AS9100 quality standards, and driving cross-functional accountability. You'll be a trusted advisor and key collaborator who combines sourcing strategy, analytical rigor, and hands-on execution to keep programs running smoothly and customers satisfied.
If you're a proactive, results-oriented professional who thrives on managing complexity, building supplier partnerships, and driving outcomes, this is a chance to make a measurable impact and grow within a dynamic, customer-focused organization.
**This role offers a remote work arrangement however occasional travel will be required to corporate facilities as well as supplier facilities. Strong preference for candidates in Eastern and Central Time Zones to align with work schedules of the division's procurement team.**
**What You'll Do**
+ Lead procurement activities for customer-designed solutions, ensuring compliance with quality and documentation standards (AS9100, FAIR, PPAP)
+ Develop and execute sourcing strategies that meet customer specifications, contractual obligations, and cost objectives
+ Build and strengthen supplier partnerships through regular business reviews, performance tracking, and continuous improvement initiatives
+ Coordinate supply and demand planning activities to align inbound materials with customer forecasts
+ Manage and communicate project timelines, deliverables, and risks across procurement, product management, quality, and sales teams
+ Support supplier onboarding, qualification, and new product approval processes
+ Track and report KPIs, including supplier on-time delivery, cost performance, and project milestones
+ Manage internal costing and forecasting processes, ensuring clear visibility to pricing, lead times, and working capital impacts
+ Collaborate cross-functionally to resolve supply issues, improve data integrity, and optimize procurement efficiency
+ Travel as needed (up to 10%) to suppliers and partners for business reviews and relationship management
**What You'll Bring**
+ Bachelor's degree in Business Administration, Supply Chain, or a related field, or equivalent experience
+ 5+ years of experience in procurement or supply chain management, preferably within distribution or contract manufacturing environments
+ Proven ability to manage complex sourcing projects and communicate effectively across multiple departments
+ Strong analytical and problem-solving skills with a sense of ownership and follow-through
+ Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and ERP systems (Oracle, Rubicon, or similar)
+ Familiarity with AS9100 standards and first article production processes (FAIR/PPAP) preferred
+ Experience interpreting 2D drawings and working within a technical manufacturing environment preferred
+ Background in wire harnessing, custom assemblies, or engineered electrical solutions is a plus
**What We Offer**
+ **Competitive base** salary ranging from $90,000 to $100,000, dependent on relevant experience; eligibility for annual bonus based on company and individual performance
+ **Comprehensive Health Coverage:** Multiple medical plan options (CDHP and PPO) to get you the coverage you need
+ **Robust Financial Security:** Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans
+ **Generous Time Off:** PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs
+ **Wellness & Support Programs:** Employee Assistance Program (EAP), wellness incentives, and telehealth access
+ **Extras That Matter:** Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind
+ An employee-centric company that values and truly appreciates our most important asset: You!
**Our Use of AI in Recruiting**
At GCG, we use AI technology to assist with our interviews by automating note-taking, allowing our hiring teams to focus fully on the conversation. This technology supports efficiency and accuracy in capturing candidate insights during interviews but is not used to evaluate resumes. All resume reviews and candidate assessments are conducted directly by our corporate recruiting team and hiring managers to ensure a thoughtful, human-centered approach.
**About GCG**
At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve.
GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
\#LI-Remote
\#LI-AW1
**Job Locations** _US-Remote_
**ID** _2025-1939_
**Category** _Purchasing_
**Position Type** _Regular Full-Time_
$90k-100k yearly 60d+ ago
Principal Systems Analyst
Fidelity Brokerage Services 4.2
Merrimack, NH job
The Role Within Asset Management Technology, Strategic Advisors Technology (SAT) is seeking a Principal Systems Analyst to play a vital role in one of Fidelity's critical strategic programs. In this role you will partner with Fidelity business stakeholders to understand their key business drivers and business requirements. This is not just about gathering requirements & running workshops; it's about understanding the 'why' behind them. You will then work with your Development Team and technology counterparts to translate these into user stories and deliver high quality, innovative and timely solutions.
We are looking for a self-driven individual who possesses excellent business acumen and continually strives to advance quality excellence.
As a member of the systems analyst/product owner team you will contribute to the delivery of new features/functionality that supports the growing Managed Accounts Trading business. You will work closely with other analysts, product managers, squad leads, engineers, and architects to define the right solution. You'll use your critical thinking skills to develop solutions for the business use cases.
The Expertise and Skills You Bring
Degree in Computer Science, Mathematics or Finance from an accredited college/university and at least seven years demonstrated work experience in Business or Systems Analysis.
This role requires a dedicated, curious, and passionate Principal Analyst who brings strong skills in the following areas:
Provide business and systems analysis for an agile scrum team on complex projects.
Facilitate business discovery and communicate complex business needs into clear actionable systems requirements through research and evaluation of alternative solutions.
Passionate about understanding user business flows with a proven track record for using this knowledge to create comprehensive analysis proposals and test cases for supporting systems.
Experience of the Financial Industry (Asset Management) and Trading strongly desired.
Experience in working with business partners to elicit requirements by running workshops, writing detailed requirements documents
You can independently run effective requirements gathering workshops with business stakeholders, using a variety of methods to elicit and understand needs e.g. process flows, user journey mapping
You can conceptualize and capture a problem or feature need and leverage different methods to convey the requirement to engineers and business partners e.g. process models, data models
You have a strong understanding of principles of good software design and can work with engineers and architects to craft an optimal solution approach
Proficient in navigating modern technologies, including service-based application tiers, SQL, and API design and validation. Experienced in data analysis using SQL & can read and interpret data models.
You can summarize up scope and status to business partners & senior leaders
You have strong attention-to-detail and work effectively with developers, business analysts, and system administrators as part of an agile team.
You have excellent collaboration skills and can work with other analysts in multiple locations.
You are comfortable with having trade off conversations with business partners.
You are experienced in coordinating and running User Acceptance Testing (UAT) sessions, along with developing and managing content to support end-user training.
The Team
Due to the breadth and complexity of the Managed Accounts product offerings and complex trading needs, our technology must keep pace with changes in investment markets, trading strategies, and client personalization. The Release and Trading team in Managed Accounts works directly with investment manager and traders using a suite of technologies and digital tools to build solutions. Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. AMT is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enable Asset Management to achieve competitive advantage globally.
The base salary range for this position is $89,000-180,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Job Title: Director, Asset Management Treasurers Office, Alternative Product Oversight
The Role
As a Director of Alternative Product Oversight in Asset Management's Treasurers Office, you will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm.
The Expertise And Skills You Bring
Bachelor's degree in accounting preferable.
A minimum of 10+ years industry or equivalent experience
Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting
Exceptional research and analytical skills
A motivated self-starter committed to accuracy, quality and completion of tasks
Knowledge of operational risk management and internal controls, governance and oversight processes
Outstanding verbal, written and formal presentations communication skills
Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
CPA a plus.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #FidelityAlts
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment Operations
$110k-222k yearly Auto-Apply 55d ago
Senior Associate, Corporate Development
Fidelity Brokerage Services 4.2
Boston, MA job
Sr. Associate, Corporate Development
The Role Reporting to the Senior Vice President, Corporate Development, the Senior Associate will support the Corporate Development team and business partners in the valuation and due diligence process of potential acquisitions and strategic investments. Additionally, this role will be responsible for assisting the team with originating new opportunities that are strategically aligned with our business and with strategic evaluations of core and non-core businesses. Other responsibilities include staying current on industry trends and monitoring strategic moves of top competitors/industry leaders as well as researching current and future trends in the financial services industry.
The Expertise & Skills You Bring
4+ years of experience in Corporate Development, Private Equity, Investment Banking, or Venture Capital preferred
Advanced financial modeling and valuation skills with expertise in constructing complex models are required
Strategic mindset and strong business acumen to evaluate potential acquisitions, investments, partnerships, etc.
Excellent research and communication skills - the ability to gather, synthesize, and clearly communicate executive-level materials on companies, products, and industries
Superior organizational and process/project management skills. Demonstrated ability to coordinate cross-functional work teams
Results-oriented, versatile and self-motivated
Financial Service industry experience is preferred
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Corporate Development Group is a multidisciplinary team that works closely with all Fidelity's Business Units and levels of the organization to evaluate strategic opportunities. These opportunities include potential investments, acquisitions, divestitures, partnerships, and strategic alliances, as well as business unit evaluations and reviews.
The base salary range for this position is $89,000-180,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Consulting
$89k-180k yearly Auto-Apply 60d+ ago
Financial Representative
National Financial Network-Guardian 4.3
National Financial Network-Guardian job in Middleton, MA
Job DescriptionFinancial Representative National Financial Network - NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network ] is looking for individuals like you to join our team as a Financial Representative.
As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
· Desire to help others achieve their goals and dreams through cultivating long-term relationships.
· Ambitious, entrepreneurial, and looking for career growth and development.
What you'll be doing… · Work with clients to understand their goals, concerns, and current financial information.
Analyze information to create a plan with appropriate strategies, products and services.
· Develop and maintain a base of clients who value your input and guidance.
· Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.
What we provide… · Development and training-locally, virtually and nationally-to support you as you build your practice with us.
· Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
· Mentorship and joint-work opportunities.
· A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
· Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Please visit the following to learn more about us…www.
NatFin.
Net Agency of The Guardian Life Insurance Company of America, New York, NY.
The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
$31k-49k yearly est. 22d ago
Fixed Income and Alternative Security Reference Data Leader
Fidelity Brokerage Services 4.2
Merrimack, NH job
The Role
Consolidated Data Services is seeking a dynamic and results-driven operations leader to help establish and oversee a newly formed Security Reference Team based in Merrimack, NH. This role centers on leading and supporting the operations team to achieve excellence in day-to-day execution and continuous improvement.
This position emphasizes Operations; it is not a Technology role.
We're looking for a candidate with experience in fixed Income assets and alternative investment instruments such as private credit and broadly syndicated loans (BSLs). The successful candidate will lead efforts to ensure the accuracy, timeliness, and governance of security reference data that supports Fidelity's investment professionals across the globe.
This role offers the opportunity to:
Help oversee the day to day operations of a high-performing team focused on complex instrument security reference data.
Partner closely with global investment managers and key business partners on our Fixed Income and High Income trading desks to ensure best in class setup and maintenance of critical reference data.
Deliver trusted reference data that enables efficient and informed investment decision-making.
Shape operational processes and data standards for a growing and evolving asset class.
If you're passionate about data quality, operational leadership, and supporting investment excellence in the fixed income, as well as private credit and BSL space, we encourage you to apply.
The Expertise and Skills You Bring
Bachelor's degree in Business/Finance or related field required
Financial Services Industry experience working with security reference data preferred
Knowledge in alternative instruments such as Term Loans, Private Credit, Revolvers, and Real Estate Loans
Overall knowledge of Securities in the financial industry
Experienced in managing projects and/or small teams of people in and agile environment
Ability to multi-task, work under pressure, and meet tight deadlines
Team player who takes initiative and thinks across Fidelity
Hands on work style with “can do” attitude with strong desire to make things happen
Preferred experience with Security Reference Data Storage, Large Industry Market Data Vendors, and other data providers in the industry.
Strong leader and mentor that builds productive and collaborate relationships with team members
You are a team player who takes initiative and leads to achieve team goals
Highly motivated, flexible, quality focused team player with excellent organizational skills
Ability to work at different levels of detail and can concisely summarize complex issues
Solid organizational and project management skills to navigate high volume setting with tight deadlines
Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners
Strong learning agility to quickly understand and connect key concepts and dependencies
Formulates both tactical and strategic plans to increase productivity and to reduce risk
Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
Make recommendations for global operational enhancements
Participates in new product forums and works with GDS management consultancy team to stay abreast of industry news and developments
Reviews database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues
Participates and/or leads Operations Support projects and initiatives involving multiple business partners, provide subject matter expertise
Note: Fidelity will not provide immigration sponsorship for this position
The Team
The team is part of Consolidated Data Services (CDS), which is responsible for FFIO data strategy and governance, data management, advanced data analytics, vendor relations, research and market data services, and more.
“CDS” is part of Fidelity Fund and Investment Operations (FFIO) which provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products.
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.
$93k-123k yearly est. Auto-Apply 5d ago
Principal Business Analyst
Fidelity Brokerage Services 4.2
Smithfield, RI job
The Role
As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:
• Requirements Gathering & Analysis
• User Stories and Acceptance Criteria• Legal, Risk, and Compliance Review and Approval
• Testing and Validation
• Customer Rollout Strategy, Planning, and Execution
• Customer Data and Feedback Analysis and Reporting
In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand data sources, understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution.
The Skills and Expertise You Bring:
Bachelor's degree required
8+ years of business analysis experience delivering digital experiences to customers.
Strong understanding of the digital product life cycle.
Customer-focused with a passion to solve challenges through a data driven approach. Expertise with Tableau, Power BI etc. is preferred. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage.
Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.
Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage.
Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage.
Having financial domain knowledge is a plus.
Experience working in an agile team required
An affinity for technology and stay up to date on industry innovations
Note: Fidelity will not provide immigration sponsorship for this position
The Team
This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.
Certifications:Category:Product Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$83k-101k yearly est. Auto-Apply 28d ago
Manager, Event Marketing
Fidelity 4.2
Smithfield, RI job
The Role
Do you want to have an impact on our customers' businesses and be part of a highly collaborative, cross-functional team committed to improving the value of our event programs within Fidelity? We are looking for an Event Marketing Manager who possesses knowledge of all phases of the event lifecycle, including planning, implementation, and post-event data analysis.
This event marketer will work alongside our business partners to provide innovative approaches that focus on the marketing, promotion, and execution of events to our key clients and prospects. This person will ensure that our programming aligns with our business objectives, bringing proprietary insights to the market, while also adhering to brand guidelines. The result will be deeper relationships with our clients and generate demand for our products and services. Key areas of responsibility include:
Work with key marketing and business partners, managing event operations and execution for third party industry events.
Manage sponsorship deliverables, including but not limited to, speaker alignment and preparation, thought leadership placement, brand strategy and overall attendee experience/engagement.
Provide critical thinking to sponsorship booth builds, including determining content and ensuring visible calls-to-action.
Cultivate, establish, and manage high caliber industry partnerships.
Collaborate on presentation content/creation and ensure compelling, accurate and compliant content is delivered at all events.
Partner with our Marketing Effectiveness team, deliver post event reports with data-driven analysis including attendee feedback, program analysis against goals and recommendations for future event improvements.
The Expertise and Skills You Bring
You are highly motivated and an organized individual with the ability and desire to lead multiple projects simultaneously.
You are passionate about process and attention to detail.
Collaboration is vital! You cultivate working relationships with partners at all stages of the event planning process.
You are adept at scoping and delivering on a project timeline, while maintaining ongoing communications with everyone involved.
Quick and clear headedness under pressure; your ability to thrive in a very fast-paced, demanding environment.
Preferred work experience in related areas of program/project management, event management, content management, or marketing, with the ability to influence key partners (business partners, compliance, internal Marketing teams).
A customer-first perspective drives your work, from conceptualization to execution. How will we address customers' problems rather than how will we sell product?
Knowledge of project management tools including Salesforce, Workfront and CVENT preferred.
Bachelor's degree in relevant field of study.
The Team
This dynamic and collaborative event marketing team is part of Fidelity Institutional and Asset Management marketing organization, supporting institutional investors and financial intermediaries (banks, broker dealers, registered investment advisors). Our team is passionate about raising the voice of Fidelity in the marketplace by driving an event marketing strategy aligned to our business goals and objectives. We develop event experiences that will provoke conversation and help drive action, ultimately to help our clients succeed and grow. We partner with various groups across Fidelity to ensure we bring the best to our customers.
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:Category:Marketing, 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.
$72k-89k yearly est. 60d+ ago
Sr. Fraud Technology Risk Analyst
Fidelity Brokerage Services 4.2
Merrimack, NH job
The Role
Are you passionate about protecting customers and the enterprise from fraud risk?
The Enterprise Technology Risk & Analytics (ETRA) group is seeking a seasoned professional to join the Fraud Risk Technology function. The Fraud Technology Risk Analyst will serve as a key member of the second line of defense, providing independent oversight and effective challenge of fraud-related technology risks across the enterprise. This role is responsible for evaluating fraud risk controls, monitoring emerging threats, and ensuring alignment with regulatory expectations and industry best practices. You will collaborate extensively with Fidelity's risk organization, first line fraud teams and business groups, providing subject matter expertise to support the fraud risk management program.
The Expertise and Skills You Bring
Bachelor's degree in Information Security, Risk Management, Computer Science, or related field.
Minimum of 5-8 years of experience in technology risk, fraud risk management, or cybersecurity.
Strong understanding of fraud schemes, detection technologies, and risk management frameworks.
Strong analytical, communication, and presentation skills with the ability to influence across levels.
Preferred Qualifications: Professional certifications such as Certified Fraud Examiner (CFE), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), or Certified in Risk and Information Systems Control (CRISC).
Experience in financial services or other highly regulated industries.
Knowledge of machine learning or AI-based fraud detection systems.
Your excellent verbal and written communication skills enable you to prepare and present recommendations to fraud risk partners and senior management.
Your affinity for solving complex problems, comfort with ambiguous situations, and your ability to help find innovative ways to mitigate fraud risk using your advanced analytical and critical thinking skills.
The ability to perform independent review of fraud risk management practices within technology and business units.
Monitor and assess emerging fraud threats and their potential impact on the organization's technology environment.
Experience in the development and execution of fraud risk assessments and scenario analyses.
The ability to evaluate the design and effectiveness of fraud detection and prevention controls in technology platforms.
Partner with cybersecurity, fraud operations, and data analytics teams to identify control gaps and recommend remediation strategies.
Review and validate control testing results and issue remediation plans.
Contribute to the development and maintenance of fraud risk management policies, standards, and procedures.
Enable compliance with applicable regulatory requirements and alignment with industry frameworks (e.g., FFIEC, NIST, ISO27001, AICPA Trust Principles).
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You will report to the Technology Risk leader and manage a small team of technology risk associates. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes across the enterprise. Technology Risk is part of the broader Legal, Risk and Compliance group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity's brand. You will also work closely with other Enterprise Technology Risk teams and Centers of Excellence as well as Fidelity technology and business owners, Operational Risk teams, and Fidelity external auditors and regulators.
Certifications:Category:Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.