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20 Days AgoSaved
In-Office
Merrimack, NH, USA
Senior level
Senior level
Fintech
The Manager, Corporate Actions Production Support oversees daily Corporate Actions operations, coordinates information flow between stakeholders, ensures accuracy and timeliness, and drives operational improvements.
Top Skills: Agile MethodologyCorporate ActionsCustody EnvironmentFund AccountingMutual Fund OperationsProject Management
20 Days AgoSaved
In-Office
Grand Blanc, MI, USA
Entry level
Entry level
Fintech
As an Investment Consultant, you'll build relationships with mass affluent clients, providing tailored financial plans and investment solutions, focusing on their needs and growing Fidelity's assets.
Top Skills: CfpFinra Series 63Finra Series 65Finra Series 7Investment Solutions
20 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Senior Manager, Data Analytics and Insights will leverage data analytics to provide insights into workspace usage, develop predictive analytics, and enhance reporting capabilities across the organization, collaborating with various stakeholders.
Top Skills: AlationAlteryxData AnalyticsPower BISnowflakeSQLTableau
20 Days AgoSaved
In-Office
Greenville, DE, USA
Mid level
Mid level
Fintech
The Financial Consultant engages with customers for personalized financial planning, utilizing existing client bases and investment strategies, while providing guidance and fostering relationships.
Top Skills: Finra Series 66Finra Series 7
20 Days AgoSaved
In-Office
Chicago, IL, USA
59K-74K Annually
Entry level
59K-74K Annually
Entry level
Fintech
As an Investment Consultant, you will develop financial plans, engage with clients, and provide investment solutions while leveraging Fidelity's tools and services.
Top Skills: Fidelity Guidance Tools
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Reposted 20 Days AgoSaved
In-Office
Westlake, TX, USA
Senior level
Senior level
Fintech
As a Senior Implementation Specialist, you will provide high-quality account management and support to advisors, ensuring timely resolutions and effective communication while managing multiple priorities and enhancing client experiences.
Reposted 20 Days AgoSaved
In-Office
Tulsa, OK, USA
Entry level
Entry level
Fintech
As a Financial Representative, you will support clients by building relationships through exceptional service and compliance knowledge, while learning essential licensing material.
Top Skills: Finra
20 Days AgoSaved
In-Office
Houston, TX, USA
Junior
Junior
Fintech
The Relationship Manager nurtures valuable client relationships at Fidelity, ensuring personalized service and support to enhance client engagement and satisfaction.
Reposted 20 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Support Corporate Services finance by leading budgeting, forecasting, activity-based costing, capacity planning, and month-end close. Deliver financial analysis, variance commentary, and strategic guidance to business partners, build models, and mentor colleagues while collaborating across Finance and senior leadership.
Top Skills: AnaplanExcelPower BIPowerPoint
Reposted 20 Days AgoSaved
In-Office
Home, WA, USA
95K-186K Annually
Expert/Leader
95K-186K Annually
Expert/Leader
Fintech
The Regional Philanthropic Consultant will lead charitable planning efforts, engage with intermediaries, and integrate charitable giving into wealth management strategies.
Top Skills: CapCfp
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