National Financial Network jobs in New York, NY - 73 jobs

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. Summary: The Account Executive plays a pivotal role in our Executive Benefits division, guiding clients through a seamless implementation experience while delivering best-in-class service. In this position, you'll be at the center of client relationships, collaborating with Account Management, insurance carriers, and Relationship Managers to ensure every enrollment is executed with precision. Success in this role requires strong executive presence, the ability to communicate confidently with senior leaders, and the professionalism to represent our firm at the highest level. If you thrive on building strong partnerships, solving complex challenges, and driving meaningful impact for corporate clients, this role puts you right where you can shine. This role can be remote; however, candidates within a commutable distance to New York City will be expected to follow a hybrid in office schedule. Job Accountabilities: * Cultivate and strengthen relationships with corporate clients, serving as their primary point of contact throughout and after the enrollment process. * Partner with insurance carriers across all phases of implementation to ensure timely, accurate, and high-quality deliverables. * Identify opportunities to expand business with existing clients and actively supports new prospect efforts as needed. * Work directly with corporate clients to gather data and information required to prepare for enrollments. * Participate in Kick-Off and Progress meetings for assigned cases, ensuring alignment and smooth execution. * Support all departmental processes involving CRM workflows, modeling best practices and collaborating with Operations Management as a department co-champion. * Provide case support and responsive guidance to Relationship Managers and Client Service Associates. * Build strong internal partnerships across Relationship Managers, Client Service Associates, and cross-functional teams. * Represent Lenox professionally in all interactions with carrier and vendor partners, fostering collaborative and productive relationships. * Collaborate with department leadership on strategic initiatives that drive growth and operational excellence. * Contribute to special projects and offers recommendations to enhance workflows and overall efficiency. Education & Experience: * BA/BS preferred. * Strong executive presence with the ability to communicate confidently and effectively with senior leaders and corporate stakeholders. * Typically 8+ years of industry and product-line experience. * 4-5 years of health and welfare consulting experience recommended. 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 $77,000.00 - $115,000.00. 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 and Lenox Advisors is an inclusive Equal Employment Opportunity employer.

The Role The Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity's risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program. Key responsibilities will include: Provide independent risk oversight and challenge to 1st line fraud and operational functions. Develop and maintain fraud risk management policies and standards to define governance structure, roles and responsibilities, and control requirements. Oversee fraud risk incident and issue management, ensuring timely escalation, root cause analysis, and end-to-end remediation. Collaborate with stakeholders to define fraud risk metrics, key risk indicators (KRIs), and reporting frameworks that support risk appetite and tolerance management Prepare and deliver executive-level materials for risk governance forums and committees, including fraud risk updates, emerging trends, and strategic recommendations Drive fraud risk advisory support to key stakeholders in the development of new products, services, and key business projects, ensuring proactive risk identification and control design. Lead independent risk assessments and control testing / validation to optimize control effectiveness and efficiency. Deliver assessment report to senior leadership, ensure appropriate issue classification, ownership, and remediation tracking The Expertise and Skills You Bring Key experience and expertise factors: 10+ years of risk management experience in roles such as Fraud Risk Management, Operational Risk Management, or Enterprise Risk Management at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies. Risk oversight experience preferred Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response. Experiences in development of risk management policies, standards, and frameworks. Strong knowledge of Operational Risk Management practices and approaches - including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners. Project management skills preferred. Excellent social skills including succinct written and verbal communication. Ability to deliver engaging and persuasive presentations and reporting. Ability to build and maintain collaborative working relationships with partner teams. Note: Fidelity is not providing immigration sponsorship for this position The Team The Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity's fraud risk management program. The team is part of the Risk organization supporting Fidelity's Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity's Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group's mission is close collaboration with partners throughout the Firm - including Business Leaders, Legal, Compliance, Audit, and Security - in pursuit of our common goal of protecting the Firm, its associates, and customers. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk

The Role The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Manager, Implementation Project Management will be required to handle small to mid-level deals with and may assist on larger, more sophisticated clients to include: Onboarding of new Fidelity Registered Investment Advisors. Supporting existing advisors who are converting a book of business onto the platform. Leading small to mid-level Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions. The Expertise You Have Series 7 required Bachelor's degree in business or finance or equivalent experience. Advanced degree preferred 3 - 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences Experience with a full breadth of investment solutions, products and services provided to Fidelity clients The Skills You Bring Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment Strong Project Management skills Excellent analytical skills Solid understanding of securities regulation SRO rules and standard industry policies and procedures Solid understanding of Fidelity brokerage policy and procedures Solid understanding of FBSI, XTRAC and EXCEL Outstanding verbal, and written communication, and presentation skills Ability to travel up to 10% of time The Value You Deliver Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion. Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index. Act as a liaison on behalf of client to FIWMS organization to address client issues. Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues. Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes. Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise. The Team Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses and ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services' (FIWMS) platform. The Team also works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service. The base salary range for this position is $66,000-125,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Series 07 - FINRACategory:Client Service

The Role As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios. The Expertise and Skills Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy Juris Doctorate (ERISA specialty) Your responsibilities will include: Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity Contribute to Workplace Consulting's thought leadership efforts, ensuring clients understand current and evolving regulations Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs Skills required for the role: Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus Outstanding partnership skills and ability to inventively influence others across groups Strong critical thinking and problem-solving skills Excellent oral and written communication skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. Resourceful and Organized: Adept at balancing multiple priorities-while staying focused and organized. Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $130,000-264,000 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

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: ******************** Summary: Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. Job Accountabilities: Pre-Sale and New Business * Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. * Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long term care applications. * Schedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines. * Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC. * Partners with the New Business Team to manage all new business cases using MOSAIC as the system of record for status/notes/tasks and communicating with RM and client as necessary. * Participates in Relationship Manager/New Business case management calls. * Reviews insurance policies and prepares them for delivery; follows up on delivery requirements when needed. * Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses. * Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers. * Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions. * Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries. * Coordinates tasks and responsibilities for all joint work. Client Service * Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes. * Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process. * Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager. * Interacts on a daily basis with insurance carriers and vendors to ensure proper and timely execution of client service requests. * Takes a proactive lead on conserving the Relationship Manager's existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases. * Ability to follow through on a variety of requests and ability to create resolution on client and/or service related matters. * Creates client correspondence as needed according to the Lenox Style Guide. Business Operations * Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files. * Manages the Relationship Manager's calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms. * Ensures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy information. * Participates in occasional training and development sessions as directed by department(s) and Regional Manager. * Creates feeder lists as requested. * Partners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses. Required Knowledge: * Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook). * Familiarity with business principles and practices. * Familiarity working with Client Database Management systems. * Knowledge of Customer Service disciplines. Required Skills/Abilities: * Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.). * Ability to interact with clients diplomatically and professionally. * Strong attention to detail with the ability to prioritize multiple tasks in a fast-paced sales environment. * Ability to work independently and also to collaborate with teams. * Proficient in Microsoft Outlook, Excel, Word and PowerPoint. * Organizational, planning and critical thinking skills. * Ability to multitask. Required Behaviors/Attitudes: * Initiative. * Team oriented; demonstrates a service attitude. * Cares about delivering quality. * Planning & Organizing. * Confident / Assertive. * Dependable. * Take personal ownership for delivery of superior results; conscientious. * Demonstrate strong commitment to meeting the needs of internal and external clients. Education and Experience: * High School Diploma required. * College Degree preferred. * 1-3 years of Customer Service experience. * 3-5 years of industry experience 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 $60,000 - $75,000. 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 and Lenox Advisors is an inclusive Equal Employment Opportunity employer.

The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts 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:Legal

Principal Blockchain Platform Engineer (AWS/EKS, Bitcoin/Litecoin/Ethereum) The Role We're seeking a Principal Blockchain Infrastructure Engineer to design, build, and operate production‑grade blockchain infrastructure on AWS and Kubernetes (EKS). You'll manage the full lifecycle of node operations for Bitcoin, Litecoin, and Ethereum-ensuring performance, reliability, security, and scalability. This role is critical for delivering robust RPC services, validator operations, and data pipelines. The Expertise and Skills You Bring Bachelor's degree in computer science or related field required 8+ years in infrastructure/SRE/DevOps roles, with 3+ years operating blockchain nodes in production. Deep expertise with AWS (EKS, EC2, EBS/EFS, VPC, NLB/ALB, CloudWatch, IAM, KMS) and Kubernetes/EKS. Strong IaC: Terraform, Helm; CI/CD pipelines. Hands‑on experience with: Staking validator operations Ethereum: execution + consensus clients; JWT, checkpoint sync, archival strategies. Bitcoin/Litecoin: bitcoind/litecoind, txindex, mempool policies, pruning/archive. Observability: Prometheus/Grafana, Splunk, Datadog, alerting, log aggregation. Experience with hardfork upgrade planning and reorg mitigation strategies. Experience with high‑throughput RPC products and global traffic management. Programming proficiency in Python, Bash; strong Linux systems skills. What You'll Do Architect and maintain containerized blockchain nodes on AWS/EKS using Terraform, Helm, and CI/CD pipelines. Operate Bitcoin/Litecoin full/archive nodes (UTXO set, mempool, pruning, peer policies) with high‑availability RPC and optimized disk I/O. Operate Ethereum execution clients (e.g., Geth, Nethermind, Erigon, Besu) and consensus clients (e.g., Prysm, Lighthouse, Teku, Nimbus); manage beacon/execution pairings, JWT secrets, and checkpoint sync. Implement observability and telemetry using Prometheus/Grafana, Splunk, and Datadog for metrics, logs, and distributed tracing. Own backup/restore/DR strategies: snapshots, archive retention, multi‑AZ and multi‑region failover. Ensure hardfork readiness: plan and execute client upgrades, compatibility testing, and rollback strategies. Monitor and mitigate chain reorganizations (reorgs): implement alerts, RPC consistency checks, and failover strategies for deep reorg scenarios. Lead incident response, post‑mortems, and resilience testing; drive SRE practices and continuous improvement. Stay current with node software packaging and releases: track upstream client updates, security patches, and dependency changes. Implement zero-downtime deployment strategies for node upgrades using rolling updates, canary releases, and Kubernetes best practices. Participate in on-call rotation to provide 24/7 support for production incidents, ensuring rapid response and resolution within defined SLAs. The Team Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. Within Fidelity Digital Assets , the Wallet Blockchain Platform Team is responsible for the backend services and APIs that support digital assets transactions on networks such as Bitcoin and Ethereum. The team will also lead tokenization efforts. The base salary range for this position is $107,000-216,000 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

The Role As a Senior Associate within the Operations and Service Group, you will provide superior service to our clients as part of the Corporate Actions Dividend team. The Dividend team is responsible for the allocation and reconciliation of dividend and interest distributions. The key function of this role is to ensure all distributions are processed timely and accurately, have the appropriate management oversight and are escalated as needed. Additional duties include assisting in project management responsibilities and partnering with the Client Service and Support teams. Individual is expected to be a key contributor to a positive and inclusive workplace environment and have a strong dedication to teamwork and shared success. The Expertise and Skills You Bring Strong relationship building skills with a focus on our clients and internal business partners Initiative to tackle problems, improve processes and learn new functions Flexibility, adaptability, and a desire to work in a strong team-based environment Superior Customer Service skills Helping to develop and manage goals to effectively drive process and service improvement The ability to provide superior phone service to our clients in a fast-paced, time-sensitive environment Proficient in Excel 3 years of industry related experience in either a brokerage firm, bank, clearing firm or mutual fund company Note: Fidelity will not provide immigration sponsorship for this position. The Team Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication, and commitment to excellence. The OSG Corporate Action Dividend Team provides operational excellence across the firm to various lines of business within the company. Our greatest asset is our people. The base salary range for this position is $48,000-91,000 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:Brokerage Operations

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRACategory:Customer Service, Relationship Management, Sales

Manager, Credit Risk As a Manager Credit Risk, you will independently assess and evaluate the credit worthiness of bank and broker-dealer counterparties across Fidelity platforms, primarily including National Financial Services (NFS, which includes Fidelity Capital Markets), FDIC Bank Sweep, Treasury, and Enterprise Services. You will also monitor the credit and market exposure to these counterparts. You will perform a qualitative and quantitative analysis of the financial condition of the firm, the products and markets in which the firm is engaged, the strength of the firm's management team and whether there is any reputational risk in doing business with the counterpart. You will monitor credit limit usage for assigned counterparts, identify issues, and escalate with proposed solutions to the Vice President of Credit Risk as needed. The Team The Fidelity Institutional (FI) Credit Risk Management Team sits within the Fidelity Enterprise Risk Management organization and is part of the Credit and Counterparty Center of Excellence. The team is responsible for credit risk assessments of new and existing counterparties/clients including but not limited to banks, broker-dealers, hedge funds, registered investment advisers and corporations. The Expertise You Have Bachelor's degree in finance, economics, or accounting 3+ years of related credit experience CFA or CFA Candidacy helpful but not required, or willingness to obtain The Skills You Bring Strong analytical, written, and oral communication skills that will be leveraged in influencing decisions Your ability to work effectively in a trading environment, prioritize workload and contribute as a member of a dynamic, fast paced team Strong teammate who is proactive, takes initiative, and communicates effectively with others Your experience with Bloomberg, S&P Capital IQ, PowerPoint, Excel, Tableau/Power BI a plus The Value You Deliver Performing written credit analysis on assigned new and existing bank/broker-dealer counterparts and establishing appropriate credit limits and guidelines based on analysis Monitoring and escalating credit and market exposure as necessary, utilizing various financial tools to assess, monitor, and measure daily counterparty activity Collaborating with the FCM trading desks, product teams, middle and back offices, treasury, as well as legal, risk, compliance partners to resolve issues and support the needs of the business/products Participating in the development, enhancement and testing of risk management systems Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk

Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Internship Description: Our 10-week Summer Internship Program is designed to offer students a challenging, meaningful, and supportive experience that mirrors the responsibilities and opportunities of a full-time employee. The program begins with an orientation that provides a comprehensive overview of the firm, along with the chance to learn directly from senior leaders. Following an in-depth two-week training period, the Human Resources intern will engage in impactful projects that support key HR initiatives, offering exposure to various HR functions and providing hands-on experience. Throughout the program, interns will also participate in challenges, mentoring sessions, and networking events. At Wealthspire, we are deeply committed to our Summer Internship Program, as it plays a key role in developing future talent and fostering a strong pipeline for our HR team. Key Responsibilities: * Assist with HR periodic reports and track key metrics. Analyze data to create HR presentations. * Help maintain the Human Resources Intranet page and prepare communications for posting. * Support onboarding and offboarding processes. * Assist with the annual review of job descriptions. * Support training and development initiatives for employees. * Assist with maintaining and updating the Human Resources Information System (HRIS). * Perform daily administrative tasks to ensure the smooth functioning of the HR department. * Collaborate with various departments to ensure the successful completion of tasks and projects. Qualifications & Skills: * Excellent verbal and written communication skills * Client service mentality * Attention to detail * Positive attitude and team player * High level of integrity and strict adherence to protecting confidential information * Good organizational and planning skills * Ability to manage time effectively * Ability to effectively utilize Microsoft Word, Excel and PowerPoint Education and/or Experience: * Rising senior of a four-year university preferred. * Demonstrated leadership experience in college, community, internship, or co-op experience Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. The hourly range for this position is $20.00 - $27.00 per hour. 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. Wealthspire is an inclusive Equal Employment Opportunity employer. StJohn2025

We are currently sourcing for a Software Engineer for CAT Regulatory Reporting Team to work in Jersey City, New Jersey. The Role Software Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support. Designing and implementing technology solutions for the Fidelity Capital Markets Regulatory Reporting business Working closely with our business partners to contribute to business-critical initiatives Demonstrate software engineering excellence through continuous integration, continuous deployment, Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology Collaborate with multiple stakeholders/large cross functional teams as part of work delivery Follows practices and contribute towards innovative solutions to increase productivity This is a hands-on role where you will write code for product features The Expertise and Skills You Bring Bachelor's degree in computer science or related field required At least 10 years of software engineering experience Strong background in designing and developing large Reporting Platforms. Extensive experience with KDB+ Proficient in Linux , python and Java Familiar with Control M Highly proficient in managing High volume of data set. Proficient in SQL and a working knowledge of relational and time series databases Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services An understanding of microservice architecture and on Prem and cloud-based deployments Ability to build reliable software that can withstand unreliable environments Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome Solid analytical, communication, and organizational skills An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space. Have the drive and ability to deliver software with a high degree of automation Proficient with version control systems and can handle development for multiple releases in parallel Have the spirit and willingness to contribute to org level innovation Have a learning mindset and is able to demonstrate versatility in addition to your specialization Should have the ability to work effectively with both partners and project team members Have Knowledge of Agile methodologies or iterative development processes Have Knowledge of Acceptance test-driven development a plus. Have Ability to take ownership Coach team members and take accountability for the deliverables Excellent collaboration and Interpersonal skills Great attitude, being a mentor, team player and effective contributor You have Focus on productivity Experience in Capital markets or Crypto Currency specifically with exposure to Trading, Algo Trading. The Team As a Software Engineer you will be an integral part of the Regulatory Reporting team. You'll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient on Prem and cloud-based services utilizing modern software development practices. You will get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. The Fidelity Regulatory Reporting Team is responsible for platform services and APIs that report CAT 605 and 606 reporting to FINRA. Platform contains highly advanced KDB software that ingests high volumes of equity and options trading data and generates relevant reports and sends it to FINRA daily. The base salary range for this position is $107,000-216,000 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

The Role Quantitative Research and Investments (QRI) is seeking an experienced quantitative risk professional to contribute to the development and enhancement of Fidelity Asset Management's risk analytics platform. The risk analytics platform supports ex-ante risk, VaR, attribution, stress testing and scenario analysis across all asset classes, and is leveraged by investment professionals across Fidelity for risk management, portfolio construction, and alpha research. The successful candidate will have two separate mandates. First is to develop the specifications and codebase needed to compute risk analytics not currently supported by the platform, and then collaborate with quantitative developers to deploy these analytics into production. Particular focus will be given to optimizing run-time performance, scalability, and robustness of the core risk calculators on the platform. The second mandate focuses on research to improve Fidelity's factor models and specific risk forecasts. The factor model research will focus on both liquid alternative (e.g. arbitrage, macro, ARP, managed futures) and illiquid alternative (e.g. private credit, infrastructure, real estate, and private equity) asset classes. A second area of research will focus on collaboration with QRI's data science researchers to extract insights from alpha research to improve specific risk forecasts. In addition to focusing on the development of core functionality and methodological improvements, a key part of the role is communicating with portfolio and risk managers across the firm to ensure the platform can be effectively leveraged as part of the investment decision making process. The successful evolution of the platform will require balancing long term strategic enhancements with tactical enhancements required by the business. The role sits within the Platform and Analytics Group (PAG) within QRI. PAG works alongside quantitative researchers in QRI, and across Asset Management, to develop and maintain the infrastructure that enables R&D for alpha generation, risk modeling and portfolio construction. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity's fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The Value You Deliver Design the specifications and code for core risk capabilities of Fidelity's risk management platform including decompositions of ex-ante risk, stress testing, attribution, and tail risk Work with database engineers, software and quantitative developers to deploy new risk analytics into Fidelity's production environment Collaborate with investment professionals across Fidelity Asset Management to ensure that risk platform enhancements satisfy end user business requirements Deliver complex projects with multiple stakeholders Education and Experience Masters or equivalent experience in Mathematics, Economics, Statistics, Quantitative Finance, or a similarly quantitative field 5+ years of experience within risk management, market risk analytics or quantitative research. A demonstrated ability to partner with both quantitative and fundamental investors and technologists. Prior work experience in financial modeling (e.g., risk models, analytics) or data science and model deployment to production environment is strongly desired. Experience with data handling (ETL, data joining with SQL, cleaning, processing, summarizing, descriptive analysis), and building and back-testing statistical and econometric models The Skills You Bring Programming skills in Python and database languages Experience implementing statistical models that apply cross-sectional and time-series econometrics, dimensionality reduction, and optimization techniques Demonstrated effective communication with both internal and external stakeholders 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

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Relationship Management, Sales

The Role As the Trading Product Area Leader, you blend deep expertise of order management, execution management and post trade execution capabilities with a dedication to delivery excellence and customer value. This product area is accountable for Digital Asset Trading capabilities used by Fidelity Digital Assets platform consumers, Institutional clients and the Execution Services team. You will define and evolve the vision for electronic trading capabilities and ensure continued alignment and prioritization of work with other key initiatives through effective planning. In an agile structure, you will partner with other leaders to establish product area level strategic priorities based on an understanding of product strategy and customer needs that enables execution of these priorities by the cross-functional squads aligned to your product area. You will support these squads as they continuously improve planning, execution and implementation practices, learning from failures while celebrating success, towards improving the value that can be delivered by: Proactively partnering with delivery leaders, partners and stakeholders to: understand the needs of customers and other partners define, evolve and communicate strategic priorities and progress plan, develop and maintain planning roadmaps that enable execution of the domain and broader business strategy define & measure performance through objectives and KPI's to define and deliver agreed upon business, financial, technology, and people results evaluate and resolve capacity needs aligned with strategic priorities, making trade-offs where necessary ensure squad optimization to improve value delivery execute on roadmap by regularly evaluating progress, removing impediments, calling out issues and communicating status Enabling an agile and frictionless organization by continuously demonstrating agile leadership behaviors and values Supporting and encouraging squad leaders to build appropriate learning opportunities to develop skills Assessing industry and customer trends and sharing insights, knowledge, and developments across product areas and squads Compelling enterprise-wide alignment through collaboration, knowledge sharing and breaking down silos to achieve the best results for Fidelity Working with Chapter Area and other Product Area Leaders to incorporate technical strategic items into roadmaps for prioritization that enables consistent use of platforms and APIs, minimizes redundancy and manage IT, and to improve agile and product management maturity Developing your own knowledge and bring the latest thinking to your role to empower others with that knowledge. The Expertise and Skills You Bring 10+ years of Electronic Trading experience 7+ years of product management experience leading teams in execution management with subject matter expertise in at least 2 of the following areas: Order Crossing, Order Routing, Algos, FIX Client Connectivity. Experience managing product owners, leading agile teams and engaging with senior internal and external customers and partners Financial services experience. Digital Asset experience a plus Jira and JiraAlign experience preferred You have senior level experience defining strategic roadmaps and leading the development of solutions and offerings aligned with and in support of the strategic direction of the business You are a committed and inspirational leader, capable of setting strategic direction and encouraging others to deliver results to achieve desired outcomes You have a continuous improvement approach and encourage and enable an agile way of working You have strong communication, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses You have or are committed to building a balance of technology and non-technology skills in order to fully appreciate the broad needs of our business and customers The Team Fidelity Digital Assets is a subsidiary of Fidelity Investments dedicated to building products and services that help institutional and retail investors access digital asset markets. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. The Trading Product Area Leader role sits within the Product Delivery team that is central to enhancing and delivering platform capabilities that power our Digital Asset product offerings and business needs. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business while always seeking to increase the value we provide through our product delivery practice. As the leader of the Fidelity Digital Assets Trading Product Area you would have the opportunity to directly contribute towards this future. The base salary range for this position is $130,000-264,000 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

Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: The primary responsibilities of the Actuarial Intern will be to support the Property and Casualty Actuarial and Analytics team. Tasks and projects in the past have included: * Build a monte carlo claim simulation in R * Create a dashboard displaying loss development triangles from a SQL database * Make process enhancements to actuarial pricing and reserving excel workbooks. The intern will have the opportunity to attend regular meetings with the Property and Casualty team as well as staff meetings and training with interns from other departments. Essential Duties and Responsibilities: To perform this job successfully, individual must be able to perform the following essential duties satisfactorily: * Import data, perform calculations, and format reports using Excel. * Identify and download data from external sources to support analysis. * Learn and apply fundamental actuarial principles and techniques. * Utilize analytical software and scripting tools to automate processes and enhance efficiency. * Collaborate with your manager and co-interns to brainstorm ideas, solve problems, and achieve project goals. Knowledge, Skills and/or Abilities: * Strong oral and written communication skills * Requires attention to detail, good organization skills, and the ability to work independently * Proficiency with MS Office products, including Outlook, Word, Excel and PowerPoint * Experience in a coding language such as SQL, R or python * Dedicated work ethic with a commitment to client service excellence * Experience working in a team environment Education and/or Experience: * Pursuit of degree in actuarial sciences, mathematics or computer science with a GPA above 3.0. * Initiation in the Casualty Actuarial Society exams a plus * Insurance knowledge or experience a plus Certificates, Licenses, Registration: None Required The base salary range for this position is $20.00 - $25.00. 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. StJohn2025

Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service

Who We Are Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Internship Description Our 10 week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program. Internship Description * Assist with data intensive projects related to money manager due diligence * Help conduct investment manager research and analysis with members of the investment team * Research client issues as directed and construct/present responses * Learn Morningstar Direct, Tamarac, Microsoft Dynamic CRM and SharePoint systems * Support the CIO, OCIO, Chief Market Strategist and other members of the team with one-off investment-projects Qualifications * Pursuing Bachelor's Degree in Finance (preferred) with a graduation date before August 2027 * Interest in investment, wealth management, risk management * Working knowledge of Microsoft Office Suite (particularly excel and power point) preferred * Continuously exhibits personal integrity and professional initiative * Capacity to think critically and devise creative solutions * Must be organized, detail-oriented and able to manage and prioritize tasks. * Demonstrates a commitment to accuracy by delivering high quality work. * Collaborative and able to work effectively with others Benefits * Practical experience with broad applications * Shadowing, mentoring, and training opportunities with seasoned professionals * Opportunity for full time employment after graduation * Competitive hourly rate throughout the internship Diversity, Equity, Inclusion, and Belonging at Wealthspire Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. * Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. * Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. * Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. The hourly range for this position is $20.00 - $27.00 per hour. 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. Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: We are seeking an experienced, energetic, multi-tasking full-time individual who will receive immediate responsibilities upon employment. In this position you must be dependable, organized and exceptionally attentive to detail. Responsibilities include, but are not limited to: * Daily and ongoing communication with plan sponsor and advisors * Collection of annual census data and subsequent processing to produce appropriate client output, testing and contributions. * Generate plan documents and complete plan amendments * Interpret plan documents and IRS / DOL regulations * Provide expertise, legislative technical support and plan design guidance for Defined Contribution and Defined Benefit Plans * Ability to complete contribution calculations for all types of allocations * Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy. * Preparation of form 5500 and appropriate schedules for DB and DC Plans * Calculate contributions and income for unincorporated businesses * Complete quality control review process of output prior to client delivery * Meet deadlines, both internal and regulatory, in the delivery of service * Ability to review participant distribution and loan application Preferred Qualifications: * Working knowledge and proficiency of ERISA, IRS, DOL and PBGC Laws and recent regulations * Prior pension experience preferred. * Familiarity with cash balance and traditional defined benefit plans, defined contribution plans comparability allocations, DB-DC Combo * Experience using FT William and PensionPro software a plus * Experience with non-qualified, 457(b) and 457(f) plans a plus * Excellent written and verbal communication skills * Strong independent thinking and problem resolution skills * Strong analytical, problem solving and communication skills * Ability to work independently and multi-task * Effective oral and written communication skills. * Work in a team-oriented environment under minimal supervision * Efficient use of Microsoft products including Word and Excel. * Attention to detail and quality control required * Bachelor degree in Mathematics, Actuarial Science, Accounting or Finance preferred * Progress on actuarial exams a plus but not required. * ASPPA designation required or obtained within 12 months of employment 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 $55,000 - $75,000. 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.