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Reposted 2 Days AgoSaved
In-Office
Merrimack, NH, USA
Senior level
Senior level
Fintech
Advises Marketing, Product, Distribution, Custody, Clearing, and Platform teams on regulatory compliance. Reviews marketing communications, monitors regulatory developments, provides guidance, develops disclosures and policies, and supports campaigns, social media, product launches, sales training, and cross-firm initiatives. The role requires strong knowledge of financial services regulations, analytical ability, communication skills, and collaboration with Compliance, Legal, Product, and business partners.
Top Skills: ExcelFinra 2210Msrb RulesNfa/Cftc RegulationsPowerPointSec Marketing Rules
2 Days AgoSaved
In-Office
Covington, KY, USA
Expert/Leader
Expert/Leader
Fintech
Principal AI/ML Engineer responsible for architecting and leading enterprise-scale cognitive computing and conversational AI solutions. The role involves NLP model development, MLOps automation, cloud deployment, REST API integration, scalable software delivery, architecture direction, team leadership, coaching, and cross-functional stakeholder collaboration.
Top Skills: AWSAzureDockerGCPKubernetesMachine LearningMlopsNatural Language ProcessingNode.jsPythonRest Apis
2 Days AgoSaved
In-Office
Nichols Hills, OK, USA
Junior
Junior
Fintech
Build and strengthen relationships with Fidelity’s high-value clients, support branch teams, organize Financial Consultants, and align daily activities with client needs. The role involves cultivating a book of business, identifying opportunities to add value, facilitating targeted appointments, and delivering personalized financial service within a regulated, compliance-focused environment.
2 Days AgoSaved
In-Office
Merrimack, NH, USA
Expert/Leader
Expert/Leader
Fintech
Vice President, Brokerage Risk will lead operational risk governance for Fidelity’s brokerage businesses. Responsibilities include advising senior leaders, managing risk identification and monitoring, developing key risk indicators, supporting risk committees, investigating incidents, assessing new products and services, analyzing emerging trends, and guiding remediation. The role leads a risk team and partners with business and cross-functional stakeholders across brokerage operations, client services, digital products, and engineering.
Top Skills: Archer Grc
Reposted 2 Days AgoSaved
In-Office
Covington, KY, USA
Senior level
Senior level
Fintech
Leads business analysis for Fidelity Health Solutions products, translating healthcare business needs into prioritized backlogs, user stories, acceptance criteria, and technology solutions. Collaborates with product managers, developers, QA, vendors, and business partners throughout the Agile development lifecycle. Conducts requirements analysis, testing, deployment support, documentation, training, and solution enablement while managing multiple initiatives and facilitating cross-functional teams.
Top Skills: Agile ScrumAPIsJIRAExcelMicrosoft PowerpointMicrosoft VisioMicrosoft WordSQL
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2 Days AgoSaved
In-Office
Nichols Hills, OK, USA
Junior
Junior
Fintech
Provides personalized financial planning consultations, conducts joint client appointments, and develops strategies to strengthen client relationships. Identifies opportunities for asset consolidation, referrals, and plan implementation while using Salesforce and Glance to manage client engagement. Partners with Financial Consultants and Wealth Planners on complex planning needs, makes outbound calls, supports client education, and mentors fellow associates.
Top Skills: GlanceSalesforce
2 Days AgoSaved
In-Office
Merrimack, NH, USA
Senior level
Senior level
Fintech
Supports enterprise HR data, analytics, planning, and compensation platforms. Translates business needs into requirements, user stories, solution designs, configurations, testing strategies, and scalable workflows. Partners with HR, Compensation, Engineering, Design, and business stakeholders to deliver enhancements, resolve issues, manage UAT and defects, validate data, and support platform roadmaps. Performs SQL-based analysis, large-dataset validation, root-cause analysis, stakeholder management, and continuous process and user-experience improvement.
Top Skills: Hr Cloud PlatformsExcelPower BISQL
2 Days AgoSaved
In-Office
2 Locations
66K-125K Annually
Entry level
66K-125K Annually
Entry level
Fintech
Build and deepen relationships with executives enrolled in employer-sponsored benefits plans. Provide benefits education, financial planning guidance, and advice across brokerage, insurance, estate, retirement, and equity compensation. Partner with Executive Planning Consultants on client strategies, business development, marketing initiatives, compliance quality control, and issue resolution.
Top Skills: ErisaFinraSeries 66Series 7
Reposted 2 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
Leads data management operations for a security reference team, overseeing workload distribution, data quality, risk controls, helpdesk and project assignments, and complex data inquiries. Manages cross-functional operational projects, develops procedures, drives process improvements, analyzes data using SQL, and partners with business and technology teams. Provides people leadership for hiring, coaching, and performance management while supporting investment operations across trading, accounting, compliance, performance, and analytics.
Top Skills: BloombergCusipwebSQL
Reposted 2 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
Develop and deploy production-grade AI and machine learning systems using LLMs, RAG, and agentic AI frameworks. Build scalable data foundations, APIs, and cloud infrastructure while implementing monitoring, governance, observability, and MLOps practices. Partner with technical and business teams to deliver AI solutions for lead generation, recommendations, coverage optimization, and client engagement. Evaluate emerging technologies and ensure solutions are reliable, secure, maintainable, and aligned with business outcomes.
Top Skills: Agentic AiAirflowAPIsAWSCloud ComputingDbtLangchainLanggraphLarge Language Models (Llms)MlopsPythonRetrieval-Augmented Generation (Rag)Snowflake
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