National Financial Network jobs in Boston, MA

- 90 jobs

SVP, Commercial Insurance, Strategic Bus. Partner (NY, Boston-hybrid/remote)
National Financial Partners Corp 4.3
National Financial Partners Corp job in Norwell, 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 9d 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. 26d ago
Sr Strategic Buyer - Engineered Solutions
GCG 3.7
Boston, MA 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 38d ago
Director of Design, Fidelity Stock Transfer
Fidelity Brokerage Services 4.2
Boston, MA job
The Role Fidelity Stock Transfer within Fidelity Labs is looking for a Director of Design to lead the visual design, user research, and content design in the next phase of our growth. The Expertise and Skills You Bring Deep expertise in visual design, user research, and content design Experience creating and driving towards top level business KPIs People management skills with a strong interest in coaching and growing your teams' career vitality Desire and ability to be both a highly functioning individual contributor and people manager Highly empathic to users, your business partners, and the business objectives Ability to be a strategic thinker and low ego and willing to do what's best for the business each day 10+ years of successful experience building lovable, lasting products Embraces flexibility when business and product pivots occur Strong communication and collaboration skills Knowledge of Financial Services and a student of the markets Technical acumen highly desired Note: Fidelity is not providing immigration sponsorship for this position The Team We are Fidelity Labs, Fidelity Investments' in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life-building from scratch, adapting quickly, and moon-shot ambition-with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. This opportunity is brought to you by Fidelity Labs. Learn more at labs.fidelity.com. 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:Real Estate
$103k-211k yearly Auto-Apply 35d ago
Principal Data Scientist
Fidelity Brokerage Services 4.2
Boston, MA job
Within Fidelity's Enterprise Technology Artificial Intelligence Center of Excellence (ET AI CoE), you will help shape the next generation of AI at Fidelity, designing and building critical AI capabilities and services that will benefit institutional and retail clients for years to come. You'll engage directly with business partners to navigate the complexities of artificial intelligence, advanced analytics, and machine learning, delivering scalable, production-ready solutions that drive customer and business value. As a Principal Data Scientist, you will be a hands-on technical leader and mentor, guiding standard processes across NLP, speech analytics, and generative AI model development. You'll join a team passionate about innovation, working with modern cloud and open-source technologies while solving some of the financial industry's most exciting data challenges. The Team Our AI team propels Fidelity forward by researching, developing, and scaling sophisticated AI algorithms, models, frameworks, platforms, and technologies that transform customer experiences and drive measurable business outcomes. As a Principal Data Scientist, you will play a vital technical leadership role: mentoring and uplifting other engineers, building collaborative partnerships, and setting the tone for quality and innovation. Our diverse group draws on multidisciplinary strengths: Data Science, ML engineering, software, and domain expertise to continually advance Fidelity's position at the forefront of applied AI. The Expertise You Bring Advanced degree or equivalent experience (Master's or PhD) in Computer Science, Machine Learning, Data Science, Engineering, or a related field, or equivalent practical experience. Experience designing, building, and deploying AI/ML models in production environments, with deep understanding of MLOps standards (scalable architectures, reproducibility, monitoring, CI/CD, and compliance). Extensive hands-on expertise with: Natural Language Processing (NLP) and computational linguistics, including entity recognition, text summarization, and conversational analytics. Programming in Python (primary), with experience in modern ML libraries (PyTorch, transformers, etc.). Cloud-based workflows (AWS SageMaker, Bedrock, Athena, Snowflake). RAG pipelines for retrieval-augmented generation, enabling context-aware responses and integration of external knowledge sources. Demonstrated technical leadership: mentoring and upskilling data scientists, conducting peer code/design reviews, driving architectural decisions, and championing engineering excellence. Ability to communicate complex technical topics clearly and persuasively to both technical and non-technical partners (including strong technical writing/documentation skills). Experience working with audio data pipelines, speech recognition (ASR), audio-to-audio processing, and conversational AI (including dialogue systems, call transcription, or voice assistants). Experience with modern real-time and streaming data technologies (such as Apache Kafka, AWS Kinesis, Apache Pulsar, or cloud-native event streaming platforms). Hands-on CUDA/GPU optimization experience for accelerating AI/ML workloads. Ability to decompose research or tactical deliverables into modular, reusable, strategic capabilities/services. Excellent communication and presentation skills while being comfortable collaborating in team settings. The Value You Deliver You will be a trusted AI partner helping business, product, and engineering partners translate business requirements into real-world next-generation AI-driven solutions. The ideal candidate combines expert open-source AI/ML modeling with hands-on technical experience to build algorithms, models and, occasionally, applications that surface insights and deliver value (revenue and/or cost saving benefits, customer experiences/journeys, and increased efficiencies through automation/optimization). The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Data Analytics and Insights
$71k-89k yearly est. Auto-Apply 3d ago
Private Credit Associate, Strategic Advisers
Fidelity Brokerage Services 4.2
Boston, MA job
The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity's investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts. The Team Private Markets Research SAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection. The Position In this role, you will work under the guidance of senior team members and the Private Credit Portfolio Manager to perform investment manager and market research. As an initial core member of the Private Credit Research team, you will support the sourcing, due diligence, monitoring, investor reporting, and execution of private credit investments. This role will have an initial focus on Direct Lending, with exposure to various private credit investment strategies and geographies over time. Qualifications Bachelor's degree required; CFA or progress toward CFA a plus 3+ years of relevant investment experience; performing private credit manager due diligence preferred, co-investment diligence experience a plus Solid understanding of private credit market fundamentals, credit principles, and capital structures Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner Ability to work collaboratively in a team environment Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tools Location Boston, Massachusetts The base salary range for this position is $100,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Category:Investment Professionals
$100k-200k yearly Auto-Apply 60d+ 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 49d ago
Facilities HVAC Maintenance Technician
Fidelity Brokerage Services 4.2
Boston, MA job
As a member of Fidelity's Engineering Operations team, you will be directly responsible for ensuring that equipment operates reliably and the uptime of the facility in maximized. Reporting to the Engineering Manager, you'll be self-performing or overseeing vendor-performed maintenance on critical equipment serving data centers and offices. You'll also coordinate or perform reactive maintenance, troubleshooting, repairs in response to work orders. The Expertise You Have and Skills You Bring High School diploma, GED, trade school or equivalent required 5+ years of commercial/industrial HVAC service experience desired but consideration will be given to exceptional applicants with other applicable experience 3+ years of related facilities experience 2+ years of experience in a mission critical environment is a plus State Refrigeration Technician License is a plus Demonstrates the ability to install, repair and maintain mechanical equipment, and related components in compliance with the National Codes and generally accepted industry practices. Willingness to work shift work and overtime including potential overnight shifts. Ability to be conduct themselves professionally in a wide variety of business environments. Ability to read and interpret engineering drawings, construction documents and O&M manuals. Your knowledge of computer applications such as Excel, Word, Power Point, Outlook, CMMS and BMS systems. Ability to develop and maintain procedures such as SOP, MOP etc. You are highly organized and diligent to balance maintenance priorities and procedures. The Value You Deliver Performs preventive and remedial maintenance work on building mechanical, plumbing and HVAC. Has a good understanding of the electrical systems to assure critical distribution systems including the chiller plant, generators and UPS requirements are met with minimal adverse business impact. Demonstrates the ability to monitor multiple building systems, correcting deficient performance through building automation system adjustments, on-site remedial maintenance and effective emergency response actions when required. Demonstrates the ability to employ one-line diagrams and schematic to locate, isolate and correct mechanical issues, potential leaks and faulty equipment. Ability to schedule and coordinate vendors/contractors performing remedial repair activities. Demonstrates the ability to work with and provide assistance to the engineering staff. Utilizes tools, processes, procedures, and notifies/advises superiors as appropriate to ensure the consistent flow of information and activities. Complete daily log entries / update engineering staff via email. Assist with all department projects, plans and improvements. Completing all critical maintenance on time and with attention to detail. Ability to be on-call or work extended hours as needed. Certifications:Category:Real Estate Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts. Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine. This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof. Link to CDC definition of "fully vaccinated" for COVID-19.
$47k-57k yearly est. Auto-Apply 60d+ 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 35d ago
Electrical Engineering Technician - Leominster, MA
GCG 3.7
Leominster, MA job
GCG Custom Engineered Solutions (CES) is currently seeking an experienced **Electrical Engineer Technician** to support our data center prefabricated electrical product line. In this role, you will serve as the technical liaison between Engineering, Purchasing, and Production-ensuring efficient assembly processes, high-quality standards, and on-time delivery of customer-specific electrical solutions, including power whips, PDU cables, and other prefabricated electrical assemblies. As an Electrical Engineer Technician, you'll leverage your strong low-voltage wiring knowledge to guide production activities, troubleshoot technical challenges, and drive continuous improvements. This position requires initiative, hands-on support, and the ability to communicate effectively across cross-functional teams in a fast-paced, customer-driven environment. **Location:** 100 Jytek Drive, Leominster, MA 48309 **What You'll Do** + Interpret customer drawings and schematics to develop clear and efficient production processes + Design and document build procedures for power whips, PDU cables, and related electrical assemblies + Collaborate with Engineering and Purchasing to identify and approve alternate materials or components + Provide hands-on technical support to assembly operators, ensuring compliance with electrical and safety standards + Coordinate and lead daily production activities to ensure efficient workflow, resource allocation, and high-quality output + Review and refine production documentation to ensure scalability, repeatability, and adherence to company standards + Support continuous improvement initiatives to enhance quality, reduce cost, and improve delivery performance + Develop and implement continuity and hi-pot test programs to verify compliance with electrical safety requirements + Ensure compliance with NEC, UL, and other applicable electrical codes and standards **What You'll Bring** + 5+ years of experience in electrical assembly, wiring, prefabrication, or related manufacturing within low-voltage distribution + Strong ability to read and interpret complex electrical drawings, schematics, and wiring diagrams for multi-phase systems + Knowledge of voltage configurations, grounding practices, and phase balancing + Experience working with electrical materials, components, and sourcing alternatives + Hands-on experience leading or guiding production or assembly teams + Strong problem-solving skills and the ability to communicate across technical and non-technical teams + Familiarity with data center electrical infrastructure (highly desirable) + Technical degree, journeyman license, or equivalent experience in electrical engineering or a related field + Knowledge of lean manufacturing or process improvement methodologies + Experience with ERP or MRP systems for managing production and material flow + Ability to train and mentor production staff on electrical best practices + Adaptability to a fast-paced, customer-driven environment **What We Offer** + **Competitive annual salary between $65,000 and $80,000** + **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 Custom Engineered Solutions (CES)** Paige, a GCG company, has been delivering innovative wire and cable solutions for over 65 years. Serving industries including renewable energy, data communications, industrial applications, irrigation, and more, we are committed to engineering excellence, customer-driven innovation, and high-quality products that help businesses solve complex challenges with tailored solutions. Built on a foundation of expertise, flexibility, and humility, we are dedicated to solving customer challenges, adapting to their needs, and continuously improving. At Paige, we remove ego from the equation, fostering a collaborative, customer-focused culture that drives long-term growth, innovation, and enduring partnerships. Join us and be part of a company shaping the future of connectivity. **Equal Opportunity Employer Statement** 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-onsite_ _\#LI-CF1_ **Job Locations** _US-MA-Leominster_ **ID** _2025-1967_ **Category** _Engineering_ **Position Type** _Regular Full-Time_
$65k-80k yearly 21d ago
Medical Assistant FCI Devens
Fidelity Partners 4.2
Ayer, MA job
Federal Medical Center-Devens H ealth Services Department 142 Patton Road Ayer, Massachusetts 01432 Citizenship Requirements: Must be a U.S. Citizen. Clearance Requirements: National Background Check with Inquires, Fingerprints and Drug Screen. Type of Employment: Full-Time, 40 hours per week. Period of Performance: 01 December 2025 30 November 2030 (Option to Extend Services) Estimate Pay: $22.93 - $28.02/hr Paid Time Off per Year: Up to 80-hours per year, occurring on day one. Sick Leave per Year: Up to 56-hours per year, occurring on day one. Paid Federal Holidays: Eleven (11) Paid Federal Holidays Working Hours The Medical Assistant will normally work from Monday through Thursday from 6:00am to 4:30pm with a 30-minute unpaid lunch break. The Medical Assistant will not work more than 40 hours a week. Summary of Duties The Medical Assistant will provide medical assistant services for those Adults in Custody (AIC) referred to them by the Health Services Department at FMC Devens. Services rendered shall be professional in nature, and consistent with community standards of care. The Medical Assistant has sole responsibility and discretion for choosing and implementing the manner and method of performing tasks outlined in this Statement of Work (provided all requirements are met in accordance with the policies described below). Contractor shall adhere to all applicable federal, state, and local regulations during the performance of duties. Qualifications Must have High school diploma or equivalent (GED) Must have completed a Medical Assistant course of study. A minimum of one (1) year experience as Medical Assistant. Must be Cardio-Pulmonary Resuscitation (CPR) certified either by the American Red Cross (ARC)or the American Heart Association (AHA). Preferred Qualifications Certification in CMA, RMA, NCMA or CCMA Have experience in the field of medicine dealing with ill patients/adults in custody either in a hospital or clinic facility. **Copies of all certifications and resume must be emailed to **************************** Attire The contractor is expected to wear professional clothing while on duty (scrub uniforms are approved). The attire worn shall also be appropriate for the correctional environment in which the contract employee will be performing. Duties and Responsibilities Taking patient medical histories and preparing medical data for provider visits. Preparing pertinent forms for physicians and/or Advanced Practice Providers. Maintaining office and patient care-related supplies. Performing and recording patient vital signs in the electronic medical record. Filing/scanning medical records and providing patient education. Assisting with initial patient triage and chronic care clinics. Preparing exam rooms and assisting in minor surgical and diagnostic procedures. Assisting providers during examinations by handing instruments and performing basic procedures. Answering phones and managing patient requests. Educating patients on basic health conditions and treatment plans. Scheduling patient appointments COMPENSATION AND BENEFITS: Competitive Compensation package Comprehensive benefits including medical, dental and vision options. Outstanding career growth potential. ABOUT US: Fidelity Partners is a Inc. 5000, USA company that provides medical, technical, logistical, and administrative services to the federal government and commercial Clients across the country. Fidelity offers competitive salaries and benefits packages. Qualified applicants are encouraged to learn more about us at ************************ or call us at ************** or Join our Team Fidelity Partners provides equal employment without regard to race, color, religion, sex, national origin, age, disability, or in accordance with applicable federal state, and local laws (EoE). Package Details
$22.9-28 hourly Easy Apply 60d+ ago
Team Lead, Investment Risk Technology
Fidelity Brokerage Services 4.2
Boston, MA job
The Role We are seeking an experienced and dynamic leader to head the development of our Investment Risk Platform for Asset Management at Fidelity. This individual will play a pivotal role in designing, building, and scaling a cutting-edge risk management system that empowers investment teams with actionable insights into factor models, risk exposures, and portfolio performance. The ideal candidate will have a proven track record of successfully developing similar systems, deep expertise in investment risk concepts, and the ability to collaborate effectively across technical and investment teams at all levels. As part of our team, you will have the opportunity to shape the future of investment risk management within a forward-thinking financial services organization. You will work alongside talented professionals who are passionate about leveraging technology to drive smarter investment decisions while fostering innovation at scale. Key Responsibilities of this role include: Platform Development & Leadership Lead the design, development, and implementation of the Investment Risk Platform, ensuring scalability, reliability, and alignment with business goals. Drive innovation by integrating advanced analytics, factor models, and machine learning techniques into the platform. Oversee and contribute towards the end-to-end lifecycle of platform development, including requirements gathering, architecture design, coding, testing, deployment, and ongoing maintenance. Risk Modeling & Analytics Develop and implement robust factor models to assess portfolio risk exposures across multiple asset classes. Collaborate with investment teams to identify key risk drivers and translate them into actionable metrics within the platform. Ensure the platform provides accurate reporting and analytics on risk metrics such as volatility, tracking error, Value-at-Risk (VaR), stress testing results, and attribution analysis. Cross-Team Collaboration Act as a bridge between technical teams (engineering, data science, analytics) and investment teams (portfolio managers, analysts) to ensure alignment on objectives and priorities. Communicate complex technical concepts to non-technical stakeholders in an accessible manner while understanding investment professionals' needs deeply. Facilitate regular meetings with stakeholders to gather feedback and refine platform features. Leadership & Strategy Build and mentor a high-performing team of developers and analysts dedicated to the Investment Risk Platform. Stay abreast of industry trends in risk management technologies and methodologies to ensure our platform remains best-in-class. Collaborate with senior leadership to define long-term strategies for enhancing risk management capabilities across the organization. Communication Skills Proven ability to lead cross-functional teams in a fast-paced environment while managing competing priorities effectively. Exceptional communication skills with the ability to convey technical ideas clearly to both technical and non-technical audiences. Strong interpersonal skills with a collaborative mindset to work seamlessly across organizational boundaries. The Expertise and Skills You Bring Demonstrated experience in building investment risk platforms or similar systems within financial services organizations. Strong programming skills in languages such as Python, R, or Java; familiarity with data visualization tools like Tableau or Power BI is a plus. Proficiency in working with large-scale data systems (e.g., SQL databases, cloud platforms like AWS or Azure). Expertise in quantitative finance concepts including factor models (e.g., Fama-French), risk exposures (e.g., beta, alpha), portfolio optimization techniques, and statistical modeling. Deep understanding of financial markets across asset classes such as equities, fixed income, derivatives, etc. Familiarity with regulatory requirements related to investment risk management. Preferred Qualifications Advanced degree (Master's or PhD) in Finance, Economics, Computer Science, Data Science, or related fields. Experience working with portfolio management systems such as Bloomberg PORT or BlackRock Aladdin is highly desirable. Knowledge of machine learning applications in financial risk modeling is a strong plus. The Team Asset Management Technology (AMT) provides technology solutions and support to all the Investment Management, Research, Trading, and Investment Operations functions globally. The Quantitative Research & Investing Technology team is a dynamic, high-impact environment that offers opportunities to work on complex and innovative risk management systems and opportunities to shape the future of Fidelity's Multi-Asset Class Risk Platform and influence key decisions at the intersection of technology and asset management. The base salary range for this position is $140,000-285,000 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
$75k-90k yearly est. Auto-Apply 8d 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 57d ago
Director, NQDC Growth Strategy
Fidelity Brokerage Services 4.2
Boston, MA job
Job Description:The Role Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We're looking for a dynamic, motivated Director, NQDC Growth Strategy to join our team! You will work across product, marketing, consulting, and sales to develop and implement strategies to achieve growth objectives for our industry leading NQDC Product. You will need to deliver measurable growth results by keeping up with market trends, conducting or sponsoring new analysis, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you! The Expertise and Skills You Bring 10+ years of related financial services experience, preferably in product management, product marketing, and/or project management 5+ years of experience supporting NQDC administration or NQDC product management Experience leading or supporting the growth of a new product, brand, or business in B2B and/or B2C environments History of solving for ambiguity and 'crafting from scratch' History of developing opportunities in white space as an analytical problem solver who can connect the dots to fuel growth History of evangelizing narratives and driving projects forward through rallying teammates to action Bachelor's degree or equivalent experience preferred Experience supporting the enablement of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization You have a continuous improvement approach, are willing to challenge the status quo and push for new thinking, and enable an agile way of working Strong communication, interpersonal and relationship building skills with which you influence and engage externally with partners and customers and internally, across Fidelity and at all levels of the firm You're capable of leading, influencing, and motivating colleagues without formal authority You're energized by working collaboratively to deliver agreed-upon business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress Ability to develop and implement growth strategies that deliver measurable results. You know how to adjust these strategies as the products and markets evolve The Value You Deliver Partner with the Product Area Leader to execute on the go-to-market strategy by managing facets of business health, including but not limited to: NQDC pipeline management - establish and reinforce best practices Working closely with Sales and Workplace Consulting to target proactive business development opportunities Competitive intelligence and benchmarking initiatives Working closely with our partners in Marketing to advance a robust B2B marketing plan, including a full inventory and prioritization of new or revised materials Establishing NQDC educational content partnerships for internal and external consumption Creating and maintaining NQDC capabilities and segmentation guides Propose strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. The Team Fidelity Stock Plan Services (SPS) is Fidelity's equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity's Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions: Delivering Customer Value: Listening and adapting to our customers' (Sponsors and Participants) needs to deliver the best SPS and NQDC experience. Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs. Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people. Workplace Investing's NQDC offering provides companies with outstanding administration for their nonqualified plans. NQDC Product Development supports the business and technology work streams that deliver against approved initiatives including new experiences for participants and plan sponsors and improvements to existing experiences. Note: Fidelity is not providing immigration sponsorship for this position 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:Product Management
$110k-222k yearly Auto-Apply 43d ago
Financial Advisor
CCR Wealth Management 4.3
Lynn, MA job
CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If youre an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you! Founded in 1998, CCR Wealth Management is a thriving independent wealth management firm with offices in 6 states and headquartered in Westborough, MA. Weve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team. Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary, excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers. Who You Are Dedicated and client-focused financial professional looking for the next step in your career Thrive in a team-oriented environment Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients Highly organized, proactive, solution-oriented Motivated to grow within a supportive and dynamic firm Responsibilities Work closely with senior advisors to support and manage their client relationships Cultivate relationships with prospective clients and leverage our expensive referral networks to drive business growth Develop a pipeline of new businesses through networking, prospecting, and centers of influence Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning Stay ahead of market trends and proactively recommend strategies that align with clients evolving financial needs Qualifications 3-5 years of relevant industry experience in wealth management and/or financial planning Strong interpersonal and communication skills to build trust and lasting client relationships The ability to translate complex financial concepts into clear, actionable guidance for clients A proven track record of business development and client network expansion Bachelors degree from a nationally recognized institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses strongly preferred CFP designation strongly preferred or the ability to obtain it within a designated timeframe
$95k-166k yearly est. 8d ago
Principal Systems Analyst - Trading (IWMS)
Fidelity Brokerage Services 4.2
Smithfield, RI job
The Role and the Team IWMS (Institutional Wealth Management Services) is seeking an experienced Systems Analyst to join us in the design and development of innovative technology for financial advisors and their clients using the latest technology stack in a collaborative and engaging environment. You will play a leading role in the agile development of web applications used by thousands of Investment Professionals to deliver comprehensive brokerage solutions to their customers. You will drive the technical analysis and support of our IWMS Trading systems, including gap analysis and code research from user interface to middleware and backend. You will work closely with Product Owners and development teams to design, build, test, and deliver complex software solutions. Our development teams are highly collaborative and encourage creativity, innovation, and excellence. Your experience, skills, and input will be critical to our shared success. The Expertise and Skills You Bring 10+ years of hands-on analysis experience supporting the development of complex, enterprise software solutions. B.S. in Finance, Computer Science, Management Information Systems, or equivalent experience. Brokerage experience and familiarity with Trading capabilities strongly preferred. Experience researching, optimizing, developing, and authoring solution requirements, user stories, and specifications for moderate to complex software systems. Experience in various systems analysis methodologies, including data analysis, data mapping, flowcharts, use-case development, story writing, set-up & configuration of systems, gap analysis, user acceptance testing, and product documentation. Solid grasp and experience with Structured Query Language (SQL), querying relational databases, and programming in general. Proven experience working with APIs - REST, SOAP, JSON, XML. Experience collaborating with a User Experience Design team to gather and document user requirements, finalize front-end interfaces, ensure consistent user experience across platforms, and work with design tools like Figma. Experience with agile development methodologies and collaborating with product teams, engineering teams, and business stakeholders. Experience with generative AI tools to increase efficiency and quality. Excellent facilitation, communication, and analytical skills. Proactive, organized, highly responsive, and committed to quality. Real passion for accuracy, clarity, and elimination of ambiguity. Self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements. Dedicated, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results. Certifications:Category:Information Technology Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$78k-90k yearly est. Auto-Apply 31d ago
Director, Strategic Program Management
Fidelity Brokerage Services 4.2
Smithfield, RI job
The Role Are you an upbeat leader that thrives while working with teams to design and deliver exceptional products to clients? The FIT organization is seeking a strong program leader to be responsible for leading activities associated with the delivery, readiness and overall execution of FI programs and FI and IWMS projects. The role will require hands-on planning, program management and cross BU collaboration on large-scale, strategic program and projects. This individual will work closely with the executive sponsors, Product Areas and Stakeholders to ensure that the initiative stays on track and delivers value to our customers. The Expertise and Skills You Bring Demonstrated experience collaborating and building positive relationships within a sophisticated agile organization, ideally in financial services. Outstanding communication, interpersonal and presentation skills, with specific strengths in communicating with senior leaders. Ability to enable and drive synchronization and partnership between squads and program team for clear communication and effective execution. Excellent problem-solving skills and the ability to think through problems, assess a variety of factors and recommend solutions. Flexibility and the skill to both lead and contribute to workstreams are a must. Consistent track record leading sophisticated programs by balancing execution, priorities, dependencies, risk factors, compliance to regulatory and internal controls while meeting client expectations. Strong attention to detail as well as effective time management abilities Demonstrated self-starter that thrives in an independent environment Relevant program management and technology leadership focus is significantly beneficial. Demonstrated ability working within a product management, project management team or relevant experience is preferred. Assimilate business needs with operational, technical and readiness requirements of a program. Drive and enable strategic programs within Fidelity Institutional and across Fidelity within our agile framework. Partner with business unit partners, domains, product areas, business owner(s), and technology teams to develop scope and project tasks. Developing realistic, workable iterative plans, identifying dependencies and risks and providing transparency to leadership around progress. Provide leadership and oversight associated with balancing customer expectations during iterative development, coordinating customer communications, and implementing effective governance. Liaise with legal, risk, compliance, and audit as required. Champion standard tools and agile ways of working (e.g., JIRA Align) to run program activities, track dependencies, create qualitative and quantitative executive reporting. Liaise with initiative executive sponsors to ensure continued alignment with initiative's objectives. Note: Fidelity will not provide immigration sponsorship for this position. The Team Fidelity Institutional Technology enables business partners to win in their respective marketplaces by designing, building, and maintaining technology platforms and products for Fidelity Institutional (FI). FI offers investment insights, strategies, and solutions, as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors. Strategic Enablement partners with strategy, business and technology leaders to construct and complete programs that maximize value for FI and its customers. We believe that the most impactful results happen when professional role expertise and business expertise converge to produce a well-informed business outcome. Mix in a strong sense of community and you have an organization that can deliver software solutions that are flexible to meet the needs in the constantly evolving landscape that we compete in and provide the best customer experience for our clients. Certifications:Category:Program/Project 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.
$92k-111k yearly est. Auto-Apply 6d ago
Compliance Analyst
Fidelity Brokerage Services 4.2
Boston, MA job
The Analyst within the Compliance Governance and Oversight team at Fidelity Digital Assets (FDAS) plays a crucial role in ensuring the organization's adherence to regulatory standards and internal policies in the dynamic digital assets sector. This position involves supporting compliance initiatives, developing control frameworks, and promoting ethical conduct across the organization. As a member of the Compliance Testing team, this role focuses on supporting the development and execution of testing and risk assessments for compliance needs. This role is integral to FDAS's commitment to ethical conduct and compliance with regulatory and legal obligations, ensuring that the organization operates within the bounds of applicable laws and maintains the trust of its stakeholders. The Role • Regulatory Risk and Control Mapping: Assist in developing and executing programs that map regulatory risks and controls, ensuring compliance with applicable laws and regulations. • Compliance Testing: Support the development of a compliance testing program and testing activities including collaborating across business functions and reporting to leadership. • Compliance Risk Assessment: Support the compliance risk assessment planning, execution, and evaluation process, as needed. The Expertise and Skills You Bring • Educational Background: A bachelor's degree is required, degrees in law, finance, business administration, or a related field is preferred. • Experience: A minimum of 4 years in compliance, risk management, or legal roles, with experience in highly regulated industries like financial services. Strong attention to detail and experience working on procedures and controls. • Regulatory Knowledge: Familiarity with compliance laws, regulations, and industry standards, particularly those relevant to digital assets and financial services. • Testing Experience: Exposure testing approaches through risk assessment, control testing, compliance testing, audit, gap analysis, or other investigative processes. • Analytical and Problem-Solving Skills: Ability to identify compliance vulnerabilities and develop corrective action plans. • Communication and Leadership: Strong interpersonal skills to effectively collaborate in a fast-paced environment with various departments to cultivate a culture of compliance. • Project Management: Comfort in dynamic environments, ability to shift priorities and manage projects across multiple functions and timelines. • Certifications: Professional certifications such as Certified Compliance & Ethics Professional (CCEP) are advantageous. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $74,000-141,000 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
$74k-141k yearly Auto-Apply 9d ago
Vice President, Business Contracts- Retirement Services
Fidelity Brokerage Services 4.2
Smithfield, RI job
In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of existing and new business contract negotiation. The Team This role sits within the Sales organization in Workplace Investing. We work with prospects and existing clients through the sales process, renewal process, and during significant contractual changes during their relationship with Fidelity. Our group helps ensure that our prospects and clients have a positive, collaborative experience during the contracting process with Fidelity. The focus of the role is to provide contractual support on business related components of the contract. The Expertise You Have College degree preferred 10+ years of Relationship Management, Client Service, Implementation Project Management experience; preferably within Retirement/401K/Benefits industry. FINRA SIE, Series 7, and 63 required; may be obtained in role The Skills You Bring Extensive benefits/outsourcing experience with a strong knowledge of Fidelity contract provisions Understanding of exception management processes and overall contract negotiation strategy/techniques Ability to build effective relationships, influence outcomes and drive decisions with key senior internal and external executives Proven capability to deliver to tight timeframes and be successful in fast moving environments Outstanding oral and written presentation skills Strong communication and facilitation skills with ability to describe and solve complex issues using clear, simple terms Outstanding meeting facilitation and management skills Maintains a solid working knowledge or understanding of the Fidelity organization and Fidelity's vast array of products, services, business solutions and structure Comprehensive project management skills Strong attention to detail and organizational skills Flexibility and positive Team attitude Product domain knowledge and expertise (e.g., Defined Contribution, Defined Benefit, Health and Welfare) The Value You Deliver Serving as the primary point of contact, both internally and externally, to manage business negotiations and contract processes with clients, external search consultants, procurement, and legal counsel Responsible for oversight of the contract process for new business and renewals, ensuring completion within required deadlines Strategize with Managing Director (MD) on client renewal and with Account Executives (AE) on new sales opportunities Initiating and facilitate renewal kick-off meetings to confirm renewal timeline, strategy, deliverables, and business owners Consulting with the Sales team, Rebid team, or Managing Director in the development of business issue contract documentation Working collaboratively with clients, Fidelity Contracts Team and internal business partners during contract negotiations in order to develop creative, flexible and integrated contract solutions in support of relationship management goals. Mitigate contractual risk to the firm while maintaining overall client satisfaction with contracting process Overall responsibility for the development, negotiation and final business documentation for the contract Agreement between Fidelity and our customers Seeking solutions for service delivery & performance guarantees based on client requests during the contract process Understanding of Fidelity pricing models and fee levers Facilitating debrief meeting with stakeholders (formal hand-off to the team) Responsible for all contract deal tracking and reporting within Salesforce Ensuring contract decisions are supported by standard or approved exceptions for service model, SLAs, pricing, and terms Overall responsibility for resolving business related issues throughout the negotiation process Overall responsibility for the development, negotiation and final business documentation for the contract Managing the escalation process Providing periodic updates on relevant topics and contract trends to senior management. Identify areas for contract process improvement or redesign and work to implement changes. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Sales Support 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.
$105k-129k yearly est. Auto-Apply 14d ago
Director, Meetings & Events
Fidelity Brokerage Services 4.2
Smithfield, RI job
The Role The Director of Meetings & Events will design and deliver exceptional event experiences that engage associates, clients, and/or prospects while advancing the firm's strategic objectives. With a strong understanding of the business, this individual translates priorities into high-impact programs that reflect the firm's brand, culture, and mission. This role leads the planning and execution of a broad range of events-from multi-day conferences to targeted client engagements-overseeing budgets, timelines, production, and cross-functional teams. The Director partners closely with senior leadership and business stakeholders to ensure each program achieves its intended outcomes and delivers measurable value. A skilled communicator and collaborator, the Director fosters transparency, alignment, and accountability across all project teams. They bring deep expertise in event logistics, including speaker and vendor management, production scheduling, and on-site operations, ensuring every detail is flawlessly executed. The ideal candidate is adept at producing in-person, virtual, and hybrid experiences, leveraging technology to enhance engagement and impact. This is a high-visibility leadership role for a strategic, creative, and disciplined professional who consistently delivers best-in-class events that strengthen relationships and drive business results. The Expertise and Skills You Bring Bachelor's degree preferred; minimum of 10 years' progressive experience leading large-scale, high-profile events within a corporate or financial services environment. Proven expertise in developing and executing complex, multi-day proprietary, internal, and industry events, with demonstrated success in achieving strategic business objectives. Exceptional leadership skills with the ability to direct cross-functional teams, manage multiple concurrent programs, and deliver results under tight deadlines. Comprehensive command of all aspects of event management, including production, audiovisual, food and beverage, décor, accommodations, attendee communications, and collateral development. Advanced experience negotiating and managing vendor contracts, with deep understanding of meeting and event contractual terms and budget optimization. Strong executive presence and communication skills-both written and verbal-with the ability to interact effectively with senior leaders, stakeholders, and external suppliers. Strategic thinker with a record of applying creativity, sound judgment, and adaptability to drive innovation and continuous improvement across event programs. Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word). Experience with event registration and mobile app platforms; Cvent proficiency strongly preferred. Working knowledge of Zoom Meeting and Zoom Webinar platforms. Serve as event project lead, establishing timelines, managing planning milestones, and ensuring alignment among cross-functional teams. Partner with senior management, marketing, product, and business leaders to define event strategy, objectives, and key performance indicators. Design and deliver impactful event experiences that strengthen client relationships, elevate brand presence, and advance firm priorities. Oversee agenda and content development, collaborating with speakers and ensuring alignment with messaging and brand standards. Evaluate event outcomes against defined goals, analyze results, and recommend enhancements to optimize future performance. Manage mid- to large-scale budgets with fiscal discipline, ensuring effective allocation of resources and measurable return on investment when possible. Operate effectively in a dynamic environment, exercising initiative, professionalism, and discretion; flexibility to travel domestically up to 30% and work varied hours as required. The Team The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives. Certifications:Category:Event 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.
$68k-81k yearly est. Auto-Apply 15d ago

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