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Reposted 9 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Senior Tax Manager oversees tax operations, manages staff, ensures compliance, and develops policies for Fidelity's investment products, including tax returns and international filings.
Top Skills: GenevaInvestoneYardi
Reposted 9 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech
The Tax Manager is responsible for U.S. and Canadian tax compliance for alternative investment products, ensuring accurate reporting and compliance with tax agencies.
Top Skills: GenevaInvestoneYardi
10 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Entry level
Entry level
Fintech
As a Financial Representative, you'll engage with clients, support branch success, identify opportunities, and work towards obtaining financial licenses.
Top Skills: FinraSeries 66Series 7
10 Days AgoSaved
In-Office
Pasadena, CA, USA
45K-70K Annually
Entry level
45K-70K Annually
Entry level
Fintech
As a Financial Services Representative, you will support customers over the phone, resolving inquiries about accounts and trades while undergoing training for relevant licenses.
Top Skills: Finra
10 Days AgoSaved
In-Office
6 Locations
80K-153K Annually
Senior level
80K-153K Annually
Senior level
Fintech
The Senior Associate is responsible for completing government Form 5500 filings, managing client relationships, mentoring colleagues, and ensuring compliance with regulations.
Top Skills: Database ToolsExcelForm 5500 Filing SoftwarePowerPointWord
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10 Days AgoSaved
In-Office
Mountain View, CA, USA
70K-105K Annually
Mid level
70K-105K Annually
Mid level
Fintech
As a Planning Consultant, you'll build client relationships, offer financial planning services, and manage client interactions through effective profiling and consultations.
Top Skills: Salesforce
10 Days AgoSaved
In-Office
Chicago, IL, USA
45K-70K Annually
Entry level
45K-70K Annually
Entry level
Fintech
As a Financial Services Representative, you'll support customers through phone calls, helping with account inquiries and transactions while obtaining necessary FINRA licenses and developing your financial services career.
10 Days AgoSaved
In-Office
Naperville, IL, USA
45K-70K Annually
Entry level
45K-70K Annually
Entry level
Fintech
Support Fidelity's customers through inbound calls, help with account inquiries, complete training for financial licenses, and develop customer service skills.
Top Skills: FinraSeries 66Series 7
10 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Lead the Fixed Income Engineering team, define technical strategies, promote engineering excellence, and mentor engineers to enhance team performance.
Top Skills: AngularJavaKafkaOraclePl/SqlPython
Reposted 16 Days AgoSaved
In-Office
Merrimack, NH, USA
Mid level
Mid level
Fintech
The Lead Pension Administrator manages Defined Benefit calculations, resolves complex client issues, mentors team members, and ensures compliance with service agreements.
Top Skills: ExcelOutlookWord
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