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Reposted 19 Days AgoSaved
In-Office
Boston, MA, USA
85K-171K Annually
Senior level
85K-171K Annually
Senior level
Fintech
The Senior Manager will oversee the Alternative Investment program, conducting due diligence, managing risks, and creating reports for stakeholders.
Top Skills: ComplianceFinancial ReportingInvestment ManagementOperational Due DiligenceRisk Management
Reposted 20 Days AgoSaved
In-Office
Boston, MA, USA
126K-255K Annually
Senior level
126K-255K Annually
Senior level
Fintech
Lead and grow a 8-10 person engineering organization building cloud-native portfolio construction platforms. Drive technical strategy, deliver scalable resilient solutions, partner with product and architecture, and champion adoption of AI-assisted development tools to accelerate developer productivity and engineering quality.
Top Skills: AngularClaudeCloud-Native ArchitecturesGithub CopilotJavaKafkaOracle
20 Days AgoSaved
In-Office
Seal Beach, CA, USA
66K-125K Annually
Junior
66K-125K Annually
Junior
Fintech
Provide financial planning consultations, educate clients using Fidelity guidance tools, uncover opportunities for deeper engagement and asset consolidation, support Financial Consultants/Wealth Planners, maintain organized client contact strategies with Salesforce, and mentor peers to enhance client relationships.
Top Skills: GlanceSalesforce
Reposted 20 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Design, build, and maintain scalable ETL pipelines and data models for a multi-terabyte investment data platform. Optimize database performance, support production systems (on-call), and apply DevOps and Agile practices to deliver high-quality data engineering solutions for asset management use cases.
Top Skills: AutosysAWSData WarehousingDockerGitInformaticaJavaJenkinsMavenOracle Pl/SqlPythonRest ApiSnowflakeSQL
20 Days AgoSaved
In-Office
Seal Beach, CA, USA
48K-91K Annually
Junior
48K-91K Annually
Junior
Fintech
Manage and deepen relationships with high-value Fidelity clients by scheduling targeted appointments, supporting Financial Consultants, and delivering personalized financial planning guidance. Maintain compliance, identify opportunities to grow client relationships, and provide polished, client-focused service.
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20 Days AgoSaved
In-Office
Glen Allen, VA, USA
96K-210K Annually
Senior level
96K-210K Annually
Senior level
Fintech
Build and maintain long-term relationships with high-net-worth clients, deliver comprehensive wealth planning and investment strategies, implement multigenerational and tax/retirement/protection planning, use sophisticated planning tools, drive client retention and referrals, and collaborate with peers to grow share of wallet and ensure high client satisfaction.
20 Days AgoSaved
In-Office
Merrimack, NH, USA
Expert/Leader
Expert/Leader
Fintech
Support taxable corporate bond strategies by sourcing and executing trades, maintaining dealer relationships, contributing to desk quantitative analytics, partnering with PMs, analysts and internal teams, and representing the trading desk in meetings and client engagements.
20 Days AgoSaved
In-Office
Greensboro, NC, USA
Entry level
Entry level
Fintech
Work in an investor center delivering customized financial plans using Fidelity's planning tools. Engage existing clients and warm leads, recommend investment solutions, conduct one-on-one appointments, grow relationships through proactive outreach, and refer complex needs to wealth management partners. Requires strong product knowledge, consultative communication, and in-branch attendance.
Top Skills: Fidelity Planning Tools
20 Days AgoSaved
In-Office
Seattle, WA, USA
60K-75K Annually
Mid level
60K-75K Annually
Mid level
Fintech
Provide face-to-face financial guidance in a Fidelity Investor Center, deepen client relationships, develop comprehensive investment and retirement plans, recommend investment strategies, and grow client assets using the firm's open-architecture platform and resources.
Top Skills: FinraSecurities Industry Essentials (Sie)Series 66Series 7
20 Days AgoSaved
In-Office
Boston, MA, USA
60K-92K Annually
Senior level
60K-92K Annually
Senior level
Fintech
Provide high-level administrative support to three senior Corporate Communications leaders: manage calendars, travel, and expenses; coordinate meetings, events, and leadership offsites; handle vendor processes and document workflows; onboard new hires; field escalations; maintain confidentiality and improve team efficiency.
Top Skills: ConcurDocusignEreviewExcelOutlookPowerPointWord
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