Your role Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We're looking for a receptionist to: * greet and assist clients and visitors to the branch, providing exceptional service * create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function
* coordinate branch office business meetings and maintain the branch calendar
* support the branch management team administratively
* maintain risk awareness and regulatory knowledge
Detailed salary information:
* Massachusetts: the salary range for this role is $70000 to $75000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 2-3 years of relevant branch operations experience
* high school diploma or equivalent (college degree a plus)
* proven written and verbal communication skill
* independent, motivated, proactive and focused to take action
* passionate about the client experience, with strong interpersonal skills
* self-starter who is comfortable managing complex and evolving situations
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$70k-75k yearly 36d ago
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Supervisory Officer
UBS 4.5
UBS job in Boston, MA
Your role Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We're looking for a Supervisory Officer to: * drive initiatives related to sales supervision, compliance and business risk, including implementation and education
* manage review of various supervision processes and procedures
* serve as a point of contact regarding matters that need attention or on issues that cannot be resolved, and escalate issues as required
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Detailed salary information:
* Boston: the salary range for this role is $95000 to $120000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 2+ years of experience as a risk/supervisory manager, or other substantive leadership role with a leading financial institution
* series 7, 8 (or 9/10), 66 (or 63/65); insurance a plus
* track record of leadership, mentoring and coaching success
* great communicator comfortable address difficult conversations
* reliable when working independently, with sound judgment relating to issue escalation
* quickly adaptable to changing market situations, technology and business needs
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$95k-120k yearly 33d ago
Head of Data Analytics & Quality Insights
Fidelity Investments Inc. 4.6
Boston, MA job
A leading financial services firm in Boston is looking for a Lead in Data Analytics and Quality Insights. This role focuses on providing analytical and process improvement support while working with various data sources. Candidates should have a Bachelor's degree and 5+ years of experience in data analysis. Proficiency in tools like Tableau and SQL is required. The position offers a hybrid work model with onsite obligations every other week.
#J-18808-Ljbffr
$81k-121k yearly est. 5d ago
Director, Client Executive
The Bank of New York Mellon 4.4
Boston, MA job
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Director, Client Executive to join our Asset Servicing team. This role can be located in Boston, MA or New York City, NY.
In this role, you'll make an impact in the following ways:
* Serve in a consultative role to large, global investment managers, advising client top leadership on the best way to achieve short- and long- term strategic objectives. Assigned clients are key to the business units achievement of its goals and objectives.
* Independently develop the strategic plan for managing and growing existing global client relationships, with a focus on organic revenue growth and enterprise client engagement
* Provide clients with industry expertise sharing trends as well as current and potential impact on the client business model.
* Promotes firm services/product offerings that solve client challenges and achieve account growth. May evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
* Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank.
* Driving a transformation agenda where required, around people and go to market strategies
* Identify and lead new client acquisitions, including prospecting across the enterprise and externally
* Continue to build BNY's presence through participation in events, industry forums, and conferences
To be successful in this role, we're seeking the following:
* Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
* 12+ years of professional experience, preferably in client management roles with commercial accountability for top line growth is required, track record of success required
* Knowledge and experience with senior leadership with investment managers preferred
* Technical knowledge of fund and investment operations a plus
* A passion for the business, 'drive to win' and outperformance mindset
* Ability to establish and maintain C-Suite relationships with large global investment managers
* Intellectual curiosity; desire to constantly learn and continuously improve
* Ability to influence and drive performance internally, even when not a direct manager to teams
* Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $150,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
$150k-273k yearly 33d ago
Senior Scrum Master, Digital Assets
Fidelity Investments 4.6
Boston, MA job
The Role As a Senior Scrum Master, you will blend deep scrum expertise with a passion for mentoring, coaching and constant improvement. As part of a highly collaborative team, you will advise, mentor, coach, and train on performance against agile values, practices, and processes to accelerate team value delivery. In partnership with the Squad Leader, you will maintain a backlog, help to remove impediments, and facilitate agile events such as the daily scrum, sprint planning, backlog refinement and retrospectives. You will participate in scaling activities as you manage interdependencies across teams. You will examine and improve team performance through metrics and find opportunities with the team to fully realize the benefits of working in an agile structure.
The Expertise and Skills You Bring
* 4 years of hands-on experience as a scrum master
* Jira and Jira Align experience required
* Bachelor's degree and/or equivalent experience preferred.
* Certified Scrum Master preferred.
* Demonstrated expertise in application of Agile/Scrum Principles to help accelerate value delivery.
* Excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization.
* Demonstrate a continuous improvement approach.
* Quality Execution - attention to detail with unwavering dedication to quality
* Partnerships - develop positive relationships and champion a collaborative team environment
* Leadership - demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams
Note: Fidelity will not provide immigration sponsorship for this position
The Team
Fidelity Digital Assets , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
The Fidelity Digital Assets Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.
#cryptojobs
The base salary range for this position is $85,000-171,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Program/Project Management
$85k-171k yearly 30d ago
Senior Executive Assistant
Fidelity Investments 4.6
Merrimack, NH job
The Role This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams.
The Expertise and Skills You Bring
* A bachelor's degree is preferred, or secretarial certificate with related work experience.
* 3+ years of relevant experience preferably in a professional office environment.
* Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity.
* Ability to be proactive and communicate effectively with all levels of Fidelity.
* Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly.
* Experience with driving process improvements and demonstrate creativity in solving issues.
* You have unrivaled attention to detail and consistent delivery of the highest quality of work.
* Strong collaboration skills and enjoy working with a diverse and high performing team.
* Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses.
* Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed.
* Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed.
* Communicating as liaison with other internal departments.
* Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials.
* Provide support for onsite visits and events in coordination with aligned teams.
* Knowledge Librarian for internal user procedure documents.
* Perform project related duties as needed.
Note: Fidelity is not providing immigration sponsorship for this position
Certifications:
Category:
Administration
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$70k-101k yearly est. 9d ago
Vice President of Accounting - VC Fund Administration
Fidelity Investments 4.6
Boston, MA job
Join Fidelity Private Shares and become a key part of the team that is tackling the real-world complexity of back-office operations for venture capital fund administration. We are building a platform to deliver seamless, accurate, and expert fund administration services that empower our VC clients to focus on what they do best: investing.
The Role
Fidelity is seeking a Vice President of Accounting to help define a new product offering and serve VC clients in their fund accounting and administration. The ideal candidate will have a start-up mentality with an interest in building a digital-forward solution for fund administration, an expertise in VC Fund Accounting with excellent client engagement.
You'll be responsible for a range of fund administration activities, including:
* Complete accounting activities for funds of venture capital clients. This is inclusive of close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles.
* Lead and manage client engagements, acting as the primary point of contact for clients, and ensuring high-quality service delivery.
* Consult on the innovation of building a new, digital-forward solution for fund administration, showcasing a start-up mentality and experience in working closely with product development.
The Expertise and Skills You Bring
* 8-12+ years of fund accounting experience in venture capital. Experience working at a fund administrator is required
* Deep venture capital industry experience and a strong background in partnership accounting.
* Experience with Limited Partnership Agreements and LLC Operating Agreements including interpretations of key LPA provisions and applications in practice. Experience and understanding of traditional close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles.
* A deep understanding of US GAAP and the calculations and related journal entries associated with key fund transactions including management fees, syndication costs, organization costs, fund expenses, investment transactions, and capital activity.
* Proficiency and experience building financial statements and familiarity with common annual financial statement footnotes
* An understanding of tax as to the annual K-1 reporting process and common deadlines.
* Experience working in Allvue is a plus.
* Possess strong client and relationship management skills to drive outcomes and meet customer needs
* Operational mindset with a strong focus on building repeatable, scalable processes
* Excellent written and verbal communications skills
* Skilled at building relationships at all levels of the organization
* Comfort with ambiguity; self-starter and entrepreneurial; inclusive attitude
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are Fidelity Labs, Fidelity Investments' in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life-building from scratch, adapting quickly, and moon-shot ambition-with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com.
The base salary range for this position is $118,000-226,000 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:
Operations
$118k-226k yearly 5d ago
Senior Associate, Corporate Development
Fidelity Investments 4.6
Boston, MA job
Sr. Associate, Corporate Development The Role Reporting to the Senior Vice President, Corporate Development, the Senior Associate will support the Corporate Development team and business partners in the valuation and due diligence process of potential acquisitions and strategic investments. Additionally, this role will be responsible for assisting the team with originating new opportunities that are strategically aligned with our business and with strategic evaluations of core and non-core businesses. Other responsibilities include staying current on industry trends and monitoring strategic moves of top competitors/industry leaders as well as researching current and future trends in the financial services industry.
The Expertise & Skills You Bring
* 4+ years of experience in Corporate Development, Private Equity, Investment Banking, or Venture Capital preferred
* Advanced financial modeling and valuation skills with expertise in constructing complex models are required
* Strategic mindset and strong business acumen to evaluate potential acquisitions, investments, partnerships, etc.
* Excellent research and communication skills - the ability to gather, synthesize, and clearly communicate executive-level materials on companies, products, and industries
* Superior organizational and process/project management skills. Demonstrated ability to coordinate cross-functional work teams
* Results-oriented, versatile and self-motivated
* Financial Service industry experience is preferred
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Corporate Development Group is a multidisciplinary team that works closely with all Fidelity's Business Units and levels of the organization to evaluate strategic opportunities. These opportunities include potential investments, acquisitions, divestitures, partnerships, and strategic alliances, as well as business unit evaluations and reviews.
The base salary range for this position is $89,000-180,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Consulting
$89k-180k yearly 17d ago
Analyst, Fidelity Consulting
Fidelity Investments 4.6
Boston, MA job
The Role As an Analyst, you will provide your expertise meaningfully to projects that seek to tackle Fidelity's most pressing business challenges. You will: deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation, all while working reciprocally in a team setting. In addition to project work, you will be given opportunity to partake in independent or small group projects to develop creative new ideas for Fidelity.
The Expertise & Skills you bring
* You hold a bachelor's degree
* You have 2-3 years of work experience; prior management consulting, strategy, financial services or similar experience preferred
* Experience with team project work, general management, and/or analytics and conceptual problem solving
* Analytically minded with strong written and verbal communication skills
* The expert ability to create business insights and participate in all-star teams
* You have strong research and problem-solving skills, including the ability to synthesize findings and develop practical, concrete recommendations
* You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations
* Your intellectual curiosity and tenacity to develop creative approaches to problem solving
* You have a strong attention to detail and comfort with ambiguity
* You possess a can-do attitude and eagerness to learn
* You have proven experience working on consulting teams to address business challenges for clients / business partners, or experience in an analytic role in the Financial Services industry
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Consulting (FC) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity's future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity's future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges - preparing you for increasing leadership roles and advancing your career.
The base salary range for this position is $60,000-115,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Program/Project Management
$60k-115k yearly 11d ago
Client Associate
UBS 4.5
UBS job in Hudson, NH
Your role * Collaborate closely with financial advisors and team associates to support day-to-day operations * Provide exceptional customer service to clients via phone, email, and in person * Assist with client communications, scheduling, and follow-ups
* Support marketing efforts including event coordination, client outreach, and basic marketing materials
* Maintain organized records and assist with general administrative tasks
* Help ensure a positive, professional client experience at all touchpoints
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* Prior experience in customer service, marketing, administrative support, or team-based environments
* Strong communication and interpersonal skills
* Detail-oriented with excellent organizational abilities
* Comfortable working in a collaborative, fast-paced team setting
* Proficiency with basic office technology (email, CRM systems, Microsoft Office, or similar tools)
* Professional demeanor and client-first mindset
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$63k-104k yearly est. 5d ago
Director, Fraud Risk Oversight
Fidelity Investments 4.6
Merrimack, NH job
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
$110k-222k yearly 17d ago
Fixed Income and Alternative Security Reference Data Leader
Fidelity Investments 4.6
Merrimack, NH job
The Role Consolidated Data Services is seeking a dynamic and results-driven operations leader to help establish and oversee a newly formed Security Reference Team based in Merrimack, NH. This role centers on leading and supporting the operations team to achieve excellence in day-to-day execution and continuous improvement.
This position emphasizes Operations; it is not a Technology role.
We're looking for a candidate with experience in fixed Income assets and alternative investment instruments such as private credit and broadly syndicated loans (BSLs). The successful candidate will lead efforts to ensure the accuracy, timeliness, and governance of security reference data that supports Fidelity's investment professionals across the globe.
This role offers the opportunity to:
* Help oversee the day to day operations of a high-performing team focused on complex instrument security reference data.
* Partner closely with global investment managers and key business partners on our Fixed Income and High Income trading desks to ensure best in class setup and maintenance of critical reference data.
* Deliver trusted reference data that enables efficient and informed investment decision-making.
* Shape operational processes and data standards for a growing and evolving asset class.
If you're passionate about data quality, operational leadership, and supporting investment excellence in the fixed income, as well as private credit and BSL space, we encourage you to apply.
The Expertise and Skills You Bring
* Bachelor's degree in Business/Finance or related field required
* Financial Services Industry experience working with security reference data preferred
* Knowledge in alternative instruments such as Term Loans, Private Credit, Revolvers, and Real Estate Loans
* Overall knowledge of Securities in the financial industry
* Experienced in managing projects and/or small teams of people in and agile environment
* Ability to multi-task, work under pressure, and meet tight deadlines
* Team player who takes initiative and thinks across Fidelity
* Hands on work style with "can do" attitude with strong desire to make things happen
* Preferred experience with Security Reference Data Storage, Large Industry Market Data Vendors, and other data providers in the industry.
* Strong leader and mentor that builds productive and collaborate relationships with team members
* You are a team player who takes initiative and leads to achieve team goals
* Highly motivated, flexible, quality focused team player with excellent organizational skills
* Ability to work at different levels of detail and can concisely summarize complex issues
* Solid organizational and project management skills to navigate high volume setting with tight deadlines
* Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners
* Strong learning agility to quickly understand and connect key concepts and dependencies
* Formulates both tactical and strategic plans to increase productivity and to reduce risk
* Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
* Make recommendations for global operational enhancements
* Participates in new product forums and works with GDS management consultancy team to stay abreast of industry news and developments
* Reviews database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues
* Participates and/or leads Operations Support projects and initiatives involving multiple business partners, provide subject matter expertise
Note: Fidelity will not provide immigration sponsorship for this position
The Team
The team is part of Consolidated Data Services (CDS), which is responsible for FFIO data strategy and governance, data management, advanced data analytics, vendor relations, research and market data services, and more.
"CDS" is part of Fidelity Fund and Investment Operations (FFIO) which provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products.
Certifications:
Category:
Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$93k-161k yearly est. 9d ago
VP, IPO Consultant - Stock Plan Services
Fidelity Investments 4.6
Merrimack, NH job
The Role Make a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity's cross-functional support.
The Team
You will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, and Fidelity Private Shares. You will be the face of Fidelity's IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO.
The Expertise and Skills You Bring
* 15+ years of experience in equity compensation, IPO advisory, or relevant legal experience.
* Series 7/63 licenses required (or obtained within first 120 days).
* Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications.
* Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)
* Bachelor's degree required; CEP designation preferred.
* Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management.
* Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite.
* Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, Communications, Implementation, and Fidelity Private Shares.
* Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design.
* Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities.
* Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness.
* Thought leadership to elevate Fidelity's brand through webinars, whitepapers, and industry events.
The Value You Deliver
* Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions.
* Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution.
* Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions.
* Elevate Fidelity's brand as IPO-proficient through thought leadership and market engagement.
* Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)
* Support implementation teams during private-to-public transitions
Note: Fidelity is not providing immigration sponsorship for this position.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Business Strategy
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$112k-148k yearly est. 9d ago
Estate Settlement Officer
The Bank of New York Mellon 4.4
Boston, MA job
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role can be located in Philadelphia, PA, New York, NY, Boston, MA, Greenwich, CT, Los Angeles, CA, or Menlo Park, CA.
In this role, you'll make an impact in the following ways:
* Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee.
* Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management.
* Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors.
* Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families.
* Will be expected to assess, identify and escalate/address risk-related issues.
* Orchestrate the varied administrative tasks through the support of the Wealth Management team.
* May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge.
* In some instances, this role may be focused on Estate settlements.
* Specific knowledge as to the settlement of estates and probates will be required.
* Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts.
* Full knowledge of policies and procedures are essential to the Specialist role.
* Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable.
* Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions.
* Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees.
* Frequent and regular/scheduled interaction with clients, including in-person client meetings.
* Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework.
* Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures.
* Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities.
* Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records.
* Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments.
* Work with teams on opportunities sourced by other functional team members.
* Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice.
To be successful in this role, we're seeking the following:
* Bachelor's degree or the equivalent combination of education and experience is required.
* Advanced/graduate degree preferred or equivalent work experience.
* 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships.
* The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors.
* CTFA, CFP strongly preferred. Complimentary professional designations a plus.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $164,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
$68k-164.5k yearly 40d ago
IT - System Analyst
Fidelity Investments 4.6
Merrimack, NH job
Launch Your Technology Career at Fidelity Investments Are you ready to start your technology career with Fidelity Investments? Join our dynamic technology team and contribute to projects that make a real impact. As a full-time associate, you will work on innovative initiatives, gain hands-on experience, and collaborate with industry experts, all while building a foundation for a successful career in tech.
THE ROLE
As an early career technologist, you will have the opportunity to work on high impact projects such as:
Contact Center Routing Rules Analysis:
Help untangle 20K+ routing rules that steer phone, email, and chat to the right associates as we build a rules intelligence layer as part of our next generation Contact Center. You'll catalog current rules, design a simplification framework and proposal, and prototype an AI data model to translate rules to the next platform. You'll get hands on with Amazon MemoryDB, OpenSearch, and Bedrock and drive measurable impact by cutting rule volume, accelerating business changes and improving customer experience.
THE SKILLS YOU BRING
* Degree in Information Systems, Analytics or related field
* Strong system analysis capabilities and problem-solving skills
* Familiarity with XML development
* AI/ML mindset and willingness to learn emerging technologies
WHY FIDELITY
* Contribute to projects that enable critical technology transformation.
* Work alongside experienced professionals who will guide your development.
* Gain hands-on experience in system analysis, automation, and enterprise-scale technology solutions.
* Build a strong foundation for long-term success in Fidelity's technology organization
Note: The role does not offer visa sponsorship
Certifications:
Category:
Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$59k-73k yearly est. 3d ago
2027 Financial Advisory Summer Analyst Program - Boston Technology
Lazard Ltd. 4.9
Boston, MA job
Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight.
Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
In this role, you will become an integral member of the Boston Technology Banking Group, joining a highly collaborative team which provides financial advisory services to Lazard's clients within the Technology space.
Day-to-day activities of Summer Analysts are dependent on your prior experience and abilities, and include: financial analysis and modeling, company and industry research, participating in the development of client presentations, and interacting with senior bankers and clients. Assignments fall into a range of categories, including M&A, divestitures, general and strategic advisory, and capital markets. Summer Analysts are expected to spend 9 weeks at the Firm.
You'll need to have:
* Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028
* Top academic performance
* Motivation, creativity, maturity, and poise
* Strong quantitative background
* Strong analytical skills
* Excellent oral and written communication skills
* Strong attention to detail
* Ability to multi-task
What we offer
You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm.
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Does this sound like you?
Apply! We'll get in touch on the next steps.
Representation at Lazard
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
$120k yearly 3d ago
Manager, Institutional Publishing
Fidelity Investments 4.6
Merrimack, NH job
The Role The Institutional Publishing Manager is responsible for creating compelling, timely presentations for institutional clients and prospects that help bring to life how Fidelity's investment strategies can address their unique needs. You'll partner closely with investment, product, data analysis, and institutional sales and relationship teams to deliver dynamic presentation materials that help win new business and grow important client relationships. You'll also partner with technology teams to automate presentation production and publishing. This is a fast-paced marketing role that provides a great opportunity to collaborate across the institutional and asset management organization on strategically important work.
The Expertise and Skills You Bring
* Minimum Bachelor's Degree
* 3+ years of experience working in financial services industry in a marketing, communications, data analyst, data production or project management capacity
* Knowledge of financial services and/or investment products
* Highly organized with strong project management skills, consistently setting and meeting deadlines, prioritizing work, and handling fast paced timelines
* Strong interpersonal and verbal communication skills, comfort collaborating across a range of levels, and able to use good judgement in engaging business partners
* Proficient with PowerPoint; able to translate data and technical information into clear, compelling charts, tables and other appealing visualizations and apply our design standards
* Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data
* Experience with Workfront, Seismic, and/or Tableau preferred
* Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications
* Imagination and curiosity to explore new ways to scale and automate production processes
The Team
Our marketing team partners closely with Fidelity investment teams to produce and scale impactful and timely investment content crafted to help institutional investors understand how Fidelity can address their unique investment challenges. Come explore our dynamic team!
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Category:
Marketing
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.
$63k-82k yearly est. 5d ago
Sr. Fraud Technology Risk Analyst
Fidelity Investments 4.6
Merrimack, NH job
The Role Are you passionate about protecting customers and the enterprise from fraud risk? The Enterprise Technology Risk & Analytics (ETRA) group is seeking a seasoned professional to join the Fraud Risk Technology function. The Fraud Technology Risk Analyst will serve as a key member of the second line of defense, providing independent oversight and effective challenge of fraud-related technology risks across the enterprise. This role is responsible for evaluating fraud risk controls, monitoring emerging threats, and ensuring alignment with regulatory expectations and industry best practices. You will collaborate extensively with Fidelity's risk organization, first line fraud teams and business groups, providing subject matter expertise to support the fraud risk management program.
The Expertise and Skills You Bring
* Bachelor's degree in Information Security, Risk Management, Computer Science, or related field.
* Minimum of 5-8 years of experience in technology risk, fraud risk management, or cybersecurity.
* Strong understanding of fraud schemes, detection technologies, and risk management frameworks.
* Strong analytical, communication, and presentation skills with the ability to influence across levels.
* Preferred Qualifications: Professional certifications such as Certified Fraud Examiner (CFE), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), or Certified in Risk and Information Systems Control (CRISC).
* Experience in financial services or other highly regulated industries.
* Knowledge of machine learning or AI-based fraud detection systems.
* Your excellent verbal and written communication skills enable you to prepare and present recommendations to fraud risk partners and senior management.
* Your affinity for solving complex problems, comfort with ambiguous situations, and your ability to help find innovative ways to mitigate fraud risk using your advanced analytical and critical thinking skills.
* The ability to perform independent review of fraud risk management practices within technology and business units.
* Monitor and assess emerging fraud threats and their potential impact on the organization's technology environment.
* Experience in the development and execution of fraud risk assessments and scenario analyses.
* The ability to evaluate the design and effectiveness of fraud detection and prevention controls in technology platforms.
* Partner with cybersecurity, fraud operations, and data analytics teams to identify control gaps and recommend remediation strategies.
* Review and validate control testing results and issue remediation plans.
* Contribute to the development and maintenance of fraud risk management policies, standards, and procedures.
* Enable compliance with applicable regulatory requirements and alignment with industry frameworks (e.g., FFIEC, NIST, ISO27001, AICPA Trust Principles).
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You will report to the Technology Risk leader and manage a small team of technology risk associates. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes across the enterprise. Technology Risk is part of the broader Legal, Risk and Compliance group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity's brand. You will also work closely with other Enterprise Technology Risk teams and Centers of Excellence as well as Fidelity technology and business owners, Operational Risk teams, and Fidelity external auditors and regulators.
Certifications:
Category:
Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$85k-118k yearly est. 17d ago
Director, Corporate Development
Fidelity Investments 4.6
Boston, MA job
The Role Reporting to the Senior Vice President, Corporate Development, the Director will support the Corporate Development team and business partners in the valuation and due diligence process of potential acquisitions and strategic investments including the coordination of due diligence activities with internal teams. Additionally, this role will be responsible for originating new opportunities that are strategically aligned with our business and assisting the team with strategic evaluations of core and non-core businesses. Other responsibilities include staying current on industry trends and monitoring strategic moves of top competitors/industry leaders as well as researching current and future trends in the financial services industry.
The Expertise & Skills You Bring
* 5+ years of experience in Corporate Development, Finance, Mergers and Acquisitions, Investment Banking or Corporate Venture Capital
* Proven Track Record in successfully originating, negotiating and closing strategic investments and/or acquisitions that delivered strategic and financial impact
* Excellent research and communication skills - the ability to gather and synthesize materials on companies, products, industries and effectively communicate findings
* Superior organizational and process/project management skills. Demonstrated ability to coordinate cross-functional work teams
* Advanced analytical, financial modeling and valuation skills are required
* Mentoring/coaching and leadership skills
* Results-oriented, versatile and self-motivated
* Financial Service industry experience is preferred
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Corporate Development Group is a multidisciplinary team that works closely with all Fidelity's Business Units and levels of the organization to evaluate strategic opportunities. These opportunities include potential investments, acquisitions, divestitures, and strategic alliances, as well as business unit evaluations and reviews.
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:
Business Strategy
$110k-222k yearly 3d ago
Principal Systems Analyst
Fidelity Investments 4.6
Merrimack, NH job
Job Title: Principal System Analyst The Role As a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and technical expertise with a passion for delivering results. You are the end-to-end gatekeeper of the team mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable team members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.
* Defining, refining, and communicating the teams' mission and roadmap to empower and establish team and partner support and alignment.
* Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team
* Defining, evaluating, and communicating results against acceptance criteria
* Inspecting and evaluating progress, and removing impediments
* Measuring performance against established objectives that deliver on agreed upon business, technology, and people results
* Collaborating and coordinating with Technical Leads and Scrum Masters to establish team capacity and capability and enabling team member growth, development, and learning.
* Making informed trade-off decisions to strike the right balance between quality, cost, and timelines
* Scaled up ideas which would further business objectives and capabilities
The Expertise and Skills You Bring
* Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field; CFA / CFP designation or post-graduate degree in finance or a related field a plus
* 6+ years of proven experience in end-to-end technology solution delivery
* Experience designing, developing, and maintaining dynamic products and solutions.
* Financial services experience, preferred.
* Jira and Jira Align experience preferred.
* Experience in Asset Management industry is preferred.
* Take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered
* Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these
* Have deep understanding of the industry landscape around Quant research space with focus on creative solutioning approach to build quantitative investing platforms
* Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams
* Continuously improve and encourage an agile way of working
* Establish and maintain unquestioning relationships as you work multi-functionally across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach
* Intellectually curious and model a culture of continuous learning, mentoring, and coaching
* Committed to developing a balance of technology and non-technology skills to fully appreciate the broad needs of our customers
* Proven experience with minimum viable product definition and product backlog management
* Adept at detecting scope changes and raising issues
The Team
You work in partnership with the Quantitative Research Investments stakeholders, other Squad Leaders, Scrum Master, and Technology Leaders aligned to your team. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture.
Certifications:
Category:
Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.