Principal Financial Group Jobs

Ameriprise Financial Services, LLC has been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management, and insurance capabilities, Ameriprise serves the full range of individual and institutional investors' financial needs. The company has corporate locations throughout the U.S. and across the globe, with advisor offices in all 50 states. Role Description This is a full-time hybrid role for a Client Relationship Manager based in Columbia, MD. Some work from home is acceptable. Most employees in similar roles average 2 days/week in office and 3 days/week from home. The primary responsibilities are as follows: Builds and maintains client relationships, ensuring client satisfaction for a referable experience Assists financial advisor with client meeting prep and follow-up Documents notes during all of the advisor's client meetings Completes money movement requests as needed following client meetings Supports financial advisor with client ad-hoc requests via phone and email and ensures that advisor is following through with their workload and tasks Qualifications Ability to build and maintain client relationships Excellent communication and interpersonal skills Strong organizational and time management abilities Exceptional attention to detail Experience with Salesforce is a plus Experience in the financial services industry encouraged but not required Bachelor's degree in Finance, Business, Economics, or related field encouraged but not required Salary & Benefits Starting salary range is based on experience Compensation is expected to grow beyond the starting range as you progress in the role and demonstrate value to the team Additional performance-based incentives and career advancement opportunities available Company-sponsored health insurance Company-sponsored life and disability insurance 401(k) plan with employer matching PTO and holiday pay Financial assistance for professional growth opportunities Annual bonuses for achieving individual goals Company-sponsored team trip for achieving annual team goals

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Albuquerque site. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expect… As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences. Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. Rewards & Recognition: Your achievements will be celebrated as you progress through the program. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role. The Skills You Bring Ability to establish rapport and relationships through effective communication Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.) Proficiency in navigating and troubleshooting basic technology issues or systems. Handle a variety of situations and conversations driving towards a resolution suitable for all Self-motivated teammate with strong social skills who brings energy and passion to the team Minimum 1 year of customer service experience High School diploma or GED required The Value You Deliver A passion for helping people Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making Provide outstanding customer service and communication via voice or digital channels Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates Shifts and Hours: Monday - Friday. Training hours are 7:30am - 4:00pm MST and post training must be able to work an 8hr shift between the hours of 7:00am - 10:00pm MST Fidelity Investments does not offer work visas for this role Certifications:Category:Customer Service Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Accounts Receivable Clerk, Accounting Manager, and Residential Real Estate Agent and others in the Accounting and Finance to apply.

Job Description:The Role Reporting to the VP of Operations, the Associate supports Fidelity Digital Asset Management (FDAM) by performing the day-to-day operations of digital asset investment products. In this diverse role, the associate will interact with fund management, business partners, fund administrators, distribution channels, and investment professionals and will perform activities that reach across each of these domains. This person will support the investment lifecycle and associated processes, coordinate the flow of funds into/out of investment products, ensure operational risks and controls are appropriately aligned. The Expertise and Skills You Bring 3-5 years of shown experience in financial services, preferably in fund/investment operations Bachelor's degree required; emphasis on business and/or financial services preferred Foundational understanding of financial services back, middle, and front office operations Quality delivery and execution; attention to detail is paramount Strong communication and interpersonal skills with the ability to collaborate optimally Experience working in a fast paced, multifaceted asset management environment Desire to work alongside investment professionals and senior leaders Detailed communication and follow through are needed Strong analytical mentality; critical problem solver Ability to complete operational processes Forward thinking and identifying improvements and ways to reduce operational risk Bold, ambitious, and entrepreneurial spirit The Team Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity's retail customers and intermediary and institutional clients. The Fund Operations team is a highly collaborative group working on projects across the FDAM organization to enable new operational capabilities and product launches. #cryptojobs Certifications:Category:Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

The Purpose of Your Role To be a part of the Money Market Technology Team, a group within Fidelity Investment Asset Management Technology division that crafts, develops, and supports Portfolio & Cash Management, Trading, and Market Surveillance software applications for the Fixed Income Money Market business. Fidelity's Money Market Business is the market leader in managing over $900 Billion in customer assets. The Expertise We're Looking For We are seeking an experienced software developer to contribute to ongoing project work of the trading, cash management, and market surveillance applications used by the Money Market Desk. The ideal candidate will have experience in either user interface or Java server side and SQL (Oracle) development, with a strong curiosity about building business application for financial services. You will join an agile scrum team and play a hands-on role in the design, development, and testing of software application for the Money Market product line. A strong understanding of the software development lifecycle process, preference is with Scrum / Agile Bachelor's degree in computer science, Mathematics, or Engineering or similar. 10+ Years of Experience The Skills You Bring You have strong technical and programing skills: Experience and knowledge of User Interface programming skills such as Angular. Experience and knowledge of Java (server-side) object-oriented programming skills and/or Python development is a plus Experience and knowledge on developing REST API's. Experience and knowledge on AWS is a plus. Familiarity with functional programming skills (preferably Scala) is a plus. Knowledge of messaging frameworks such as Kafka is a plus. Knowledge of SQL development Fast learner and an excellent teammate You can efficiently work on a small development team, as well as lead in-depth technical designs. You are self-motivated, guided, and have a strong customer focus and results oriented approach. You have strong written and verbal communication skills to successfully engage with the technical team. The Value You Deliver Deliver time-to-market solutions, helping business partners use technology in an exploratory, highly iterative environment. Help our investment teams evolve their investment processes, to meet both short-term needs and long-term trends, using technology. Primary Responsibilities Work with product owners and business analysts to understand the business and technical requirements. Define the system requirements and technical design for specific components within a release. Active hands-on role in design and development for either user interface (Angular or C#/.Net;) or Java, Python or Scala/AKKA based middle tier services. Collaborate with Architecture, Data Services, and other Technology Teams Coordinate and deploy product releases. Be part of an on-call rotation to provide Level 3 production support for our applications. Develop, document, and communicate design artifacts within the team. Maintain trusted relationships with business partners. Able to be highly productive in an agile project delivery environment. How Your Work Impacts the Organization Fidelity Asset Management Technology provides worldwide technology and support to all the Portfolio Management, Research, Trading, and Investment Operations functions. Asset Management Technology is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enables the business to achieve competitive advantage globally. Certifications:Category:Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Job Description:The Role Reporting to the VP of Investment Operations, the Associate supports Fidelity Digital Asset Management (FDAM) by performing the day-to-day operations of digital asset investment products. In this diverse role, the associate will interact with the front office, business partners, fund administrators, investment professionals, software engineers, trading counterparties, and external vendors and will perform activities that reach across each of these domains. This person will support the investment lifecycle and associated processes, coordinate the flow of funds into/out of investment products, and ensure operational risks and controls are appropriately aligned. The Expertise and Skills You Bring 2-4 years of shown experience in financial services, preferably in investment operations, trade operations, or back/middle office operations; prior cryptocurrency experience a plus Bachelor's degree required; emphasis on business and/or financial services preferred Foundational understanding of financial services back, middle, and front office operations Quality delivery and execution; attention to detail is paramount Strong communication and interpersonal skills with the ability to collaborate optimally Experience working in a fast paced, multifaceted asset management environment Desire to work alongside investment professionals and senior leaders Strong analytical mentality; critical problem solver Ability to complete operational processes Forward thinking and identifying improvements and ways to reduce operational risk Bold, ambitious, and entrepreneurial spirit Strong interest in cryptocurrency Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity's retail customers and intermediary and institutional clients. The Investment Operations team is a highly collaborative group working on projects across the FDAM organization to enable new operational capabilities and product launches. The base salary range for this position is $58,000-$91,000 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. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications:Category:Investment Operations We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The planning assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides client relationship and general practice management support through gathering client data, helping prepare other client deliverables and touch points such as greeting cards, organizing client files, setting up new business and performing other business management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing the logistics of a client seminar. Please note: Despite being “hybrid”, applicants should be local to the greater Philadelphia/Bucks County area. Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: 75% Administrative / Business Management Prepare correspondence for advisor signature Copy and follow-up with home office on related issues Coordinate marketing events for the practice Schedule client appointments and prepare agendas and forms for appointments Conduct client appointment reminder calls and check-in calls on follow up items Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Manage the flow of wholesalers in the office. Submit/track any invoices for agreed upon payments Assist the paraplanner(s), associate financial advisor(s) and advisor(s) Perform other allowable duties as assigned by the financial advisor(s) 25% Client Care Greet clients upon arrival Set up and maintain client management system Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks Document client contact/calls Key Traits of a Successful Planning Assistant: Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor's practice Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations: College degree preferred, but High School degree with experience considered Work Location/Arrangements: Office locations in Langhorne/Oxford Valley and Doylestown. Training will take place in an office environment but will have flexibility to work remotely once training is complete. Compensation: Competitive pay based on industry standards and candidate experience. Opportunity for incentive pay (bonus, profit share, etc.) At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

The Team Pembroke is an international real estate advisor that acquires, develops and manages properties and places - specializing in mixed-use and office environments in the world's leading cities. We believe that properties that stand the test of time deserve a lot of time. So, we take a different approach: a thoughtful approach. Facilitating patient capital of FMR LLC (Fidelity Investments) and FIL (Fidelity International Limited), we invest in global markets with long-term growth potential. Over the past twenty years, we've grown to include offices in Boston, Hamburg, London, Munich, Stockholm, Sydney, Tokyo, and Washington DC, and manage approximately 762,000 sq m/8.2m sq ft in North America, Europe, and Asia Pacific. By combining a global point of view with local expertise, we're able to create and manage world-class properties that deliver the best outcomes for our tenants, investors and the communities in which we work. At Pembroke, we're united by a belief that real estate is more than just buildings. Our mission is to create long-term value through our global expertise, local knowledge and passion for real estate. Comprised of experts across a variety of fields, our team consistently strives for excellence, achieves with integrity and embraces collaboration. Working together, we create places people love. For more information, visit our website: **************** The Role We are searching for a dynamic and experienced human resources professional to join Pembroke's HR team. Working from our Boston office and reporting to the Vice President of Human Resources, you will work closely with associates and managers across Pembroke's US offices providing HR services, including recruiting, manager engagement, associate development, performance management and in collaboration with Fidelity HR SMEs, support for compensation, benefits, employee relations and HR operations. You will also collaborate with Pembroke HR and business colleagues to create and deliver HR projects that support our global priorities. The ideal candidate for this role has a strong focus on internal client engagement and satisfaction, is a creative problem-solver, can work independently and effectively prioritize, and possesses strong analytical skills and exceptional communication skills. This is an exciting role for a mid-career HR professional interested in joining a global HR team and partnering across a diverse organization. Recruit, select, hire, and onboard new US associates at multiple levels, partnering with managers and Fidelity Talent Acquisition. Develop, lead and participate in global HR projects, considering the diverse needs of a global workforce and ensuring that programs promote an inclusive and respectful work culture. Support associates and managers through the performance management process, including coaching managers on assessing performance, delivering feedback, and supporting career development. Partner with Learning and Talent colleagues to enhance and deliver talent and development programs (i.e., Pembroke Training programs, Fuel50, Manager Training). Collaborate with Pembroke HR Operations, Compensation and Finance colleagues to own global reporting (including headcount, budget and forecasting, and ad hoc reports). Guide and support managers to thoroughly and effectively resolve employee relations issues in collaboration with Fidelity Employee Relations. Evolve the global HR team to balance Enterprise HR services, processes, and communications to align with Pembroke's global community and expectations. Efficiently oversee the annual talent and performance management cycles, overseeing a project plan to ensure appropriate sequencing of activities to meet deadlines and timely and relevant communications to associates and managers. Manage the Boston-based Office Management and Administrative Assistant team (4 associates), as well as an HR Operations associate. The Expertise and Skills You Bring: Bachelor's degree plus 7-10+ years of experience in human resources functional or generalist role(s), with relevant experience in at least 2-3 areas (i.e., associate engagement, analysis and reporting, performance management, recruitment, employee relations). Interest in, and willingness to learn, the commercial real estate business. Exceptional written and verbal communication skills, the ability to collaborate across multiple communication channels and time-zones. Ability to assimilate, analyze and present data for a variety of audiences. Excellent attention to detail, organizational, and project management skills. A willingness and ability to adapt to changing work priorities and react with appropriate flexibility. A proactive and planful approach and the ability to achieve goals both independently and as part of a team. Sound judgement and proven ability in handling sensitive matters with tact and diplomacy. Highly proficient in MS Office, particularly Excel and PowerPoint; Workday HRIS experience preferred. At Pembroke, we believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pembroke will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the Pembroke Human Resources team by sending an email to ****************** Pembroke's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite three days a week (Monday, Wednesday, and day of choice) in a Pembroke office or site. #J-18808-Ljbffr

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto High Net Worth Representative We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Jose, CA Metro area! While you will work from home, you must reside near the Greater San Jose, CA area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We're Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring You have a broad-based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Ability to effectively influence others and use consultative skills to enrich the customer experience Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. The base salary range for this position is $46,000 - $75,000 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. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Relationship Management, Sales We welcome those with experience in jobs such as Payroll Specialist, Financial Analyst, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.

As a systems analyst on the team, you will be expected to quickly gain understanding of all the components of our applications and will work with the team to deliver best in class customer experience solutions. The ideal candidate should show ease at making personal connections, be confident in leading and constructively challenging with a dedicated approach to solving problems and overcoming obstacles. The Expertise You Have 5+ years professional experience as a Systems Analyst for software solutions Proven experience researching, optimizing, developing and authoring solution requirements, user stories, and specifications for moderate to complex software systems Proven experience with Structured Query Language (SQL) and programming in general Strong understanding and experience with complex relational database schemas and SQL management tools Proven experience working with REST, SOAP, JSON and APIs Proven experience with Agile development methodologies Deep knowledge of scrum tools - Jira experience desirable Excellent analytical skills Good knowledge of Behaviour Driven Development - Gherkin/Cucumber Release coordination Reverse engineer code to understand business logic and develop prototypes- Excel Macros/Java/Angular Produce artifacts - business flow diagrams, context diagrams Have good understanding of solution architecture Build OpenAPI contracts Prod incidents analysis - Splunk queries, build dashboards/alerts Bachelor's Degree Computer Science or related technology discipline The Skills You Bring You are a detail-oriented person with a real passion for accuracy, clarity, and elimination of ambiguity You are deeply effective in written and verbal communications and are dedicated to tailoring content to the appropriate audience (business vs. technology, associate vs. management, etc.) You are a self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements You understand how technology can automate business processes and can effectively propose, challenge and engage in ideation with business and technology teams in formulating software designs and solutions Assist in identification, isolation, resolution, and communication of problems within the production and nonproduction environment and perform troubleshooting. You are flexible and can adjust your work schedule to accommodate both U.S. and China-based teams and associates Good interpersonal and leadership and influencing skills (without direct authority of others) Self-driven, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results The Value You Deliver Ensuring the technology team is building the right software solutions and components to maximize customer experience Facilitating flow of requirements from the business to the technology team Reducing requirements and design risk and resulting costs associated with rework and redesign Exercise a passion for keeping your knowledge up-to-date with the latest and greatest Help maintain the high level of integrity in the team Take ownership and accountability for figuring out what needs to be done Certifications:Category:Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Job Description:Fidelity Digital Assets (FDA) is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Senior Business Analyst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future. #cryptojobs The Role We're looking for a collaborative, team-focused Senior Product Delivery Analyst with phenomenal interpersonal skills that can work across business and technology departments and teams. This role has the unique opportunity to work on defined products and program wide initiatives. The Product Delivery Analyst plays a critical role in requirements gathering sessions, documenting detailed epics, user stories, test scenarios, and user acceptance test cases. You will collaborate closely with team members in the operations, client service, business development, risk, compliance, legal and technology areas. This role requires a dedicated, curious, and passionate analyst who can: Support and author conceptual, logical, and physical data models Create project documentation including current/future state diagrams, process flows, business requirements, test cases and issue tracking Support organizational testing, readiness, and deployment activities throughout each release Perform analysis using screen mockups, data, use cases and other relevant analysis tools Provide constructive feedback for future process and product improvements Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met The Expertise and Skills You Bring Bachelor's degree preferred Demonstrated knowledge (5+ years) of business analyst techniques, for example: business rules analysis, risk analysis, user story documentation, and acceptance testing documentation. Jira and Jira Align experience preferred Experience in financial services, cloud/AWS, APIs, cryptocurrency trading and custody a plus Discovery - crafting current/future state diagrams, process flows, use cases that position prioritized areas for delivery success Quality Execution - attention to detail with unwavering dedication to quality that is not limited to sign off. Ensure business readiness that ultimately delivers a seamless implementation. 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 The Team The FDA Product Delivery team is central to enhancing and delivering platform capabilities that serve FDA 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. Certifications:Category:Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

The Head of Identity & Access Management (IAM) Controls & Governance is a senior leadership role responsible for developing, implementing, and overseeing the organization's IAM strategies, policies, and procedures. This position ensures that all IAM processes comply with regulatory requirements and align with the organization's objectives, thereby safeguarding sensitive information and maintaining robust access controls. Strategic Leadership: Develop and execute a comprehensive IAM strategy that aligns with organizational goals and regulatory requirements. Lead the design and implementation of IAM frameworks, including policies, standards, and procedures. Governance and Compliance: Ensure IAM programs comply with organizational and regulatory requirements. Review procedures related to data collection, storage, retrieval, and disclosure to ensure compliance with data protection regulations. Coordinate internal and external audit-related tasks to facilitate timely resolution of audit findings. Risk Management: Conduct ongoing reviews of IAM programs to identify and mitigate risks. Recognize potential areas where existing policies, standards, and procedures require change, and recommend solutions to address identified gaps. Experience reviewing / updating Policy, Standards and Procedures in the context of NIST, COBIT, ISO 27000 frameworks. Experience building and conducting Risk Control Self Assessments Experience developing related KRIs, establishing thresholds and building out risk heatmaps/dashboards to drive transparency Team Leadership: Manage and mentor a team of IAM professionals, fostering a culture of continuous improvement and professional development. Provide functional leadership during technology enhancements, upgrades, and implementations, working successfully as a liaison with various internal business and technical partners. Stakeholder Collaboration: Collaborate with IT, cybersecurity, audit, compliance, legal, and other stakeholders to define access policies, user roles, and access control procedures. Advise clients in assessing security requirements and controls to ensure security and compliance controls are implemented as planned. Qualifications: Education: Bachelor's degree in Information Security, Computer Science, or a related field; advanced degrees preferred. Experience: Minimum of 8 years of experience in IAM or a related field, with at least 5 years in a leadership or managerial role. Demonstrated experience in developing and implementing IAM strategies and frameworks. Experience with identity and access management tools, such as Active Directory, LDAP, and Azure AD. Certifications: Relevant certifications such as Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), or Certified Information Systems Auditor (CISA) are highly desirable. Skills: Strong understanding of IAM concepts, including role-based access control, single sign-on, and identity federation. Excellent project management skills with the ability to manage multiple initiatives simultaneously. Strong analytical and problem-solving abilities. Exceptional communication and interpersonal skills, with the ability to effectively communicate complex technical concepts to non-technical stakeholders. Preferred Qualifications: Experience in the technology or financial services industry. Familiarity with regulatory requirements related to IAM, such as PCI DSS, HIPAA, or GDPR. Experience with cloud-based IAM solutions and services. The base salary range for this position is $124,000-$262,000 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. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications:Category:Information Technology We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

FI Data Architecture is seeking an individual who is looking for an ambitious and exciting opportunity as a Principal Data Architect to help drive and influence the future of FIT's capabilities. You work with squad leaders, product area leaders, and application development teams to help cultivate innovation, drive standardization, and deliver exciting new data solutions to build our next generation data ecosystems, as well as provide hands-on solutions for pattern reference implementations and other squad support needs. Your initial role would be to drive the technology data strategy for the Wealth Advisor portfolio, specifically on Billing modernization and enhancements on Research and Models. The role will expand to other areas such as shared operations data stores and data warehouses on Snowflake. The Expertise and Skills You Bring A bachelor's degree in a technology related field required (Comp Science, Engineering, etc.). Master's degree would be a strong plus. 10+ years of industry experience in data engineering, analytics, design, and development of enterprise data solutions in multiple technology platforms, frameworks, and languages. Experience in Modern Data Architecture techniques and Cloud Data Technologies. Data Modeling experience would be a strong plus. Demonstrated technology and personal leadership experience in architecting, designing and successfully building highly scalable and resilient data solutions. Proven experience in Relational, NoSQL, Data Warehouse, Data Lake, Streaming Technologies, Master Data Management, Distributed Databases, Snowflake, Reporting & Analytics. Extensive knowledge and experience in architecting modern data integration frameworks, highly scalable distributed systems using open source and emerging data architecture designs and patterns, experience with batch processing and data movement technologies. Ability to provide technical leadership and hands on day-to-day solutions to agile teams, preparing the design artifacts and implementation of solutions. Software development skills and experience a strong plus. Understanding of the agile development process and DevOps practices. Ability to work both independently and with all levels of the organization, including technical and non-technical team members. Certification in AWS Cloud-based Architecture preferred. Build and maintain effective relationships with Product Area/Squad/Chapter leads across FIT Architecture. Strong presentation skills both written and verbal, including the ability to influence and negotiate. Solid technical background with a willingness to continually learn and apply knowledge with hands-on development. Passionate about what you do and are eager to tackle new challenges. Ensure technology decisions align with architecture standards and strategies. Experience with Technology and Architecture governance. The Team You will play a very hands-on role driving the overall Data Architecture within Fidelity Institutional Technology. You will work closely influencing Business Sponsors, Scrum Masters and Peer Architects while driving Fidelity Brokerage Technology's digital modernization efforts. Fidelity Institutional harnesses Fidelity's unique range of capabilities to deliver customized investment, trading, and financial solutions and market insights that help clients cut through complexity and achieve better outcomes. FI offers a wide range of products including comprehensive Wealth Management platforms, Trading capabilities, Funds Network, Alternative Products, SMAs, Models, Active ETFs, Prime Brokerage capabilities, Salesforce solutions and more. The Data architecture team creates effective data solutions, with an objective to modernize the data platforms, improve and prepare our systems for business growth, increase efficiency with agility and, ultimately, the unlocking of new value for investment professionals, businesses, institutions, and employees. We strive towards creating systems for gathering the right data and incorporating it fully for operations and analytics to drive the business forward, with best of the breed data solutions to collect, store, and analyze the data to generate insights. Certifications:Category:Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

The Role The Senior Product Manager is part of a team that enables the Legal Technology Management group to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Legal Department associates. The Senior Product Manager conducts and provides end-to-end project oversight, business analysis and works closely with the stakeholders and the Corporate Technology Group to ensure they have a proven understanding of the Department's current and future technology product needs. The Senior Product owner also runs and maintains a prioritized backlog, helps test solutions, and is an active participant in building effective business partner relationships. The Expertise and Skills You Bring Bachelor's degree or equivalent experience with 8+ years of experience developing digital solutions, technology delivery, vendor management Document Management experience (iManage, Net Docs, SharePoint), strongly desirable Experience with Legal technology tools such as Matter Management applications, Legal Holds applications, Search/AI tools a plus An eye for identifying overly complex processes and developing simple and scalable alternatives Build stakeholders' relationships to manage expectations and agree on clear goals, objectives, and timelines Able to understand the technology and software architecture of an application. Has an understanding conceptually of API's v Database v AD Groups, UI v UX etc. Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along. Ensuring cross-functional alignment with other departments across the company through effective communications, strong relationships, and a deep understanding of the business Proficient in MS Office Suite of products and MIRO or similar workflow tools Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measure results Ability to think strategically about business goals and roadmap how the unique elements fit together Ability to build credibility and trust with diverse partners and understands how to influence without authority Ability to encourage, prioritize, and coordinate delivery, providing strategic guidance to align efforts while clearly communicating progress, decisions, blockers, and risks to partners. Experience collaborating and translating business requirements into action for designers and developers in an agile environment. Working experience within an agile (SCRUM, XP, Kanban, etc.) development environment, Agile ceremony management expertise or desire to quickly adopt Experience in use of JIRA or desire to quickly adopt Demonstrate the ability to work in a fast paced, collaborative, client-centric environment and possess a positive, can-do demeanor Confident communication skills, both oral and written, with ability to present and converse with both technical colleagues and attorneys The Value You Deliver Assisting in defining and implementing Legal technology strategy roadmap Collaborating with partners during the visioning and concept development of a product Working closely with stakeholders to ensure that the Minimum Viable Product (MVP) is clear and understood by the delivery teams Solving application related problems, making decisions, completing trade-off analysis to stay on track towards business deliverable commitments Assessing value, developing cases, and prioritizing stories, epics and themes to ensure work is aligned with technology strategy and results in maximum value Working with end-users to define testing environment and acceptance criteria; explains the criticality of their active involvement in test design and all testing phases Defining, creating, and implementing test plans and cases; estimating time, effort and resources required. Drafting key objectives and results, strategies and analyzing the product data to make business decisions Certifications:Category:Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

The Role Are you passionate about using data and research to understand workforce trends and shape talent strategies? Do you thrive on uncovering insights that drive strategic talent decisions? Are you motivated to solve complex talent challenges with a mix of research, analytics, and market intelligence? If so, we want you to join our exciting team! In this high-impact role, you will lead strategic research initiatives that inform and shape talent strategies, helping to attract, develop, and retain top talent while ensuring our workforce is future-ready. As a key member of the Talent Strategy, Programs, and Analytics team, you will collaborate with Talent leaders and HR business partners to identify and prioritize strategic opportunities. Together, you will develop and execute a research agenda that uncovers workforce trends, talent practices, and labor market dynamics. Your work will guide executive decision-making and drive innovative, evidence-based talent strategies and solutions that enhance our candidate experience and elevate associate career vitality. The Expertise and Skills You Bring Experience: 10+ years of experience in talent analytics, workforce research, or a relevant field Education: Bachelor's degree, Master's in a related field preferred Exceptional Research and Analytical Skills: Highly proficient in gathering, synthesizing, and analyzing data on companies, markets, industries, and competitors to drive insight and decision-making Compelling Storyteller: Exceptional ability to synthesize data into impactful narratives that influence senior executives Strategic Thinker: Proven ability to translate complex workforce data into clear, actionable talent strategies Strong Data Analysis Skills: Extensive experience in research methodologies and manipulating large data sets including people and talent analytics Curiosity and Innovation: Driven by curiosity, continuously seeking to understand and analyze data, and proactively nurturing intellectual and social curiosity Self-Motivation and Initiative: Ability to work independently, originate, plan, and execute initiatives with a bias towards action Creative Problem-Solver: Passion for tackling complex challenges with a mix of data, research, and strategic insights Collaborative Partner: Strong stakeholder management skills, working cross-functionally with HR and business leaders Technology & Tools Specialist: Hands-on experience with HR technologies, people analytics platforms, and labor market intelligence tools Leadership and Relationship Management: Strong leadership abilities and stakeholder engagement experience, with a successful track record of managing key research programs and external vendors Note: Fidelity is not providing immigration sponsorship for this position The Team At Fidelity, our greatest asset is our associates. As a key member of the Talent Strategy, Programs, and Analytics team within the Enterprise HR Talent organization, you will inform and shape talent strategies, helping to attract, develop, and retain top talent while ensuring our workforce is future-ready. By applying strategic research and talent intelligence, you will help drive strong talent performance, career vitality, and long-term success for our associates. You will collaborate with business stakeholders, HR partners, and platform leaders across various teams dedicated to reimagining Fidelity's talent platforms and building toward a one-HR approach. The critical work you lead will be instrumental in driving our Talent organization's objectives, streamlining processes to maximize efficiency and effectiveness, and elevating the experiences of both candidates and associates within Fidelity. Certifications: Category: Marketing Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. #J-18808-Ljbffr

The Role As a Support Analyst within the Enterprise Infrastructure & Operations group, you will be responsible for providing first line technical support to internal customers within Fidelity's Digital Asset Management group. The Asset Management Helpdesk Team provides dedicated level 1 application support to FDAM Portfolio Managers, Research Analysts, Traders and other Investment Management professionals. Our team works with both investment & technology professionals to support Asset Management Technology (AMT). AMT is an integral part of Asset Management and is responsible for delivering innovative, scalable, industry-leading investment tools that enable Fidelity to achieve a competitive advantage globally. Your day-to-day work Monitor incoming support channels (email & Teams) Triage complex issues and escalate appropriately Act as liaison between business and technology teams Perform testing and validations for various software applications Create process enhancements and automations Analyze data/metrics and create action plans Create support documentation (Op Docs, SOPs, Playbooks) The Team Our team is chartered with providing technology support to an evolving, dynamic and complex group of internal customers within Fidelity. Our team works in partnership with Asset Management and Enterprise Technology teams to support investment professionals in Fidelity's Asset Management group. We interact daily with Research Analysts, Portfolio Managers, Traders and Operations staff and seek to provide them with best-in-class support. As a team, we aim to provide the highest level of customer service and support and continually challenge ourselves to grow and learn. The Expertise and Skills You Bring Basic knowledge of blockchain, infrastructure, staking, custody and crypto technologies and principles Familiarity with Crypto Exchanges, Crypto Compliance and Altcoins Excellent written and oral communication skills Passionate about providing exceptional customer experience Highly proficient supporting Windows 10,11, MacOS, Office365 Working knowledge of at least one programming language (Python, Go) Experience writing complex SQL queries Experience supporting EMS/OMS trading applications Strong analytical and organizational skills Experience working in Financial Services preferred (trade lifecycle, settlements) Strong troubleshooting skills Familiarity with ITSM tools and concepts #cryptojobs Certifications:Category:Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

**What You'll Do** We're looking for an Associate Actuary to join our Variable Annuities team. In this role, you'll lead the pricing and product development efforts related to our traditional VA products! We're looking for someone who will: + Work collaboratively with actuarial and product teams to deliver on our growth strategy. + Own and coordinate the calculation of strategic metrics across the variable annuity line of business, including profit and growth metrics that go to the board + Lead efforts of analysis and recommendations for actuarial assumption review on our traditional VA block. + Collaborate with the Retirement Income Solutions (RIS) Modeling Team in providing critical review and modeling assistance for the variable annuities forecast model and cash flow testing models. + Provide analysis and support for a variety of potential cross-team initiatives such as claims management, large case sales, data analysis, and more. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! **Who You Are** + Bachelor's degree in math, actuarial science, finance or related field. + A Fellow of the Society of Actuaries, or global equivalent + 6+ years actuarial experience + Knowledge of pertinent laws, regulations, the Actuarial Standards of Practice promulgated by the Actuarial Standards Board, and the Code of Professional Conduct of the AAA and the SoA is required + Self motivated with excellent problem solving, leadership, and analytical skills. + Ability to work both independently and collaboratively required + Excellent communication, interpersonal, and time management skills required. + Demonstrates the ability to navigate change and a mindset of continuous improvement. Effectively guides and encourages others through change. + Knowledge of Excel and VBA required. **Skills That Will Help You Stand Out** + Knowledge of Variable Annuities products, or ability to learn quickly. + Skill in ALFA modeling, or ability to learn quickly + Knowledge of product pricing and financial statements, or ability to learn quickly + Skill in programming language (SAS, R, Python, or similar, or ability to learn). **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $123000 - $167000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** Yes **Additional Information** **Work Environments** This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You'll work with your leader to figure out which option may align best based on several factors. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 2/19/2025 **Most Recently Posted Date** 2/19/2025 LinkedIn Remote Hashtag \#LI-Remote

The Role As an experienced leader, you will spearhead the execution of quantitative research initiatives, proficiently navigating the Software Development Lifecycle (SDLC) with a comprehensive full-stack approach. Your technology knowledge covers a broad spectrum of technologies, including R, Python, and PL/SQL databases, positioning you as a full-stack software engineer who capitalizes on enterprise technology. You are committed to constructing high-quality, scalable, robust, resilient and efficient analytical and software solutions that propel investment processes forward. You excel in analyzing information to determine, recommend, and plan the installation of new systems or modifications to existing ones. You lead the software engineering team and collaborate with various investment teams on projects encompassing portfolio construction, risk management, alpha research, and the development of new quantitative product software. Your leadership ensures the delivery of innovative solutions within the ever-evolving realm of investment technology. You will possess: A Bachelor's degree in Computer Science, Financial Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and six (6) years of experience as a Principal Quant Developer or similar role. Alternatively, a Master's degree (or equivalent foreign education) in the same fields, accompanied by four (4) years of experience as a Quantitative Development Director or similar role. This experience should include building high-quality, robust, and efficient systems and solutions for financial investment decisions, utilizing R, Python, PL/SQL databases, and quantitative techniques. In this role, you have demonstrated expertise and expected to: Implementing and maintaining cutting-edge investment tools and strategies developed by quantitative researchers. Analyze and design systems to implement quantitative models for systematic financial investments using R and Python. This includes developing time series forecasting models, multi-asset class portfolio construction strategies, risk management tools, alpha research, and simulation-based algorithms to build investment strategies. Design and build data analytics life cycles for internal and vendor-based financial systems such as MSCI Barra and Morningstar. Build algorithms for large-scale data processing and investment risk calculations using distributed computing and parallel processing techniques. Expert in Mathematical Optimization techniques, including LP, NLP, MIP, and familiarity with optimization tools, e.g., Axioma, CPLEX, or Gurobi. Create dashboards for alpha and beta performance analysis using Python Dash, R Shiny, and Tableau. Design and implement large-scale data pipelines, models, and interfaces on Amazon Web Services (AWS) and on-premise computing environments. Build automated diagnostic reporting processes for model management. Develop methodologies, data models, and performance-tuned PL/SQL queries to build data pipelines for standardization, cleansing, and aggregating data. Design and implement highly scalable production-ready systems that comply with software engineering practices using DevOps tools. Perform Continuous Integration (CI) and Continuous Deployment (CD) pipelines (using Linux and Jenkins), code versioning (using GitHub), batch scheduling (using Autosys and Airflow), and create REST APIs (using FAST API and Flask). Additionally, create executables using AWS Lambda, S3, and EC2. Lead software technology teams, leveraging quantitative development best practices, building teams, acquiring strategic talent, and resource planning. The Team Our team is dedicated to the implementation of multi-asset-class quantitative models for systematic financial investments, crafted by ‘our adept quant researchers. These models serve the investment professionals at Fidelity Asset Management, encompassing analysts and portfolio managers across various domains such as equities, fixed income, liquid alternatives, and other asset classes. The scope of our quantitative models is extensive, including alpha signals, risk exposures, and factors integral to portfolio engineering and construction. We cater to a broad array of financial solutions, including separately managed accounts, systematic funds, thematic funds, workplace investing, and more. Certifications:Category:Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The planning assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides client relationship and general practice management support through gathering client data, helping prepare other client deliverables and touch points such as greeting cards, organizing client files, setting up new business and performing other business management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing the logistics of a client seminar. Please note: Despite being "hybrid", applicants should be local to the greater Philadelphia/Bucks County area. Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: 75% Administrative / Business Management * Prepare correspondence for advisor signature * Copy and follow-up with home office on related issues * Coordinate marketing events for the practice * Schedule client appointments and prepare agendas and forms for appointments * Conduct client appointment reminder calls and check-in calls on follow up items * Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts * Manage the flow of wholesalers in the office. Submit/track any invoices for agreed upon payments * Assist the paraplanner(s), associate financial advisor(s) and advisor(s) * Perform other allowable duties as assigned by the financial advisor(s) 25% Client Care * Greet clients upon arrival * Set up and maintain client management system * Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks * Document client contact/calls Key Traits of a Successful Planning Assistant: * Direct attention to detail and organization * Effective communication with clients and other advisors/staff * Effective and efficient time management * Polite and clear phone manner * Ability to multi-task * Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial * Ability to support and provide guidance for compliance within the advisor's practice * Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations: * College degree preferred, but High School degree with experience considered Work Location/Arrangements: * Office locations in Langhorne/Oxford Valley and Doylestown. * Training will take place in an office environment but will have flexibility to work remotely once training is complete. Compensation: * Competitive pay based on industry standards and candidate experience. * Opportunity for incentive pay (bonus, profit share, etc.) At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

National Account Chief UW GB - UO07FESr UW Natl Acct - UO08GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. Experience: + Responsible for the overall management of Group Life & Disability underwriting (5,000 or more lives) for National Accounts. + Includes all pre and post-sale underwriting, profit management, renewal processing, policy issue and changes for assigned business segment. + Demonstrates a solid, consistent technical proficiency of underwriting guidelines and underlying risk management philosophy. + Establishes solid relationships with all internal and external business partners. + Actively drives and participates in an assigned amount of project work and special assignments. + Partners with the field to ensure deliver on service goals. + Quotes new business opportunities for Core products and underwrites renewals. + Works directly with sales representatives and brokers on new business, renewals, and service issues + Demonstrates advanced understanding of the elements of pricing to include risk factors, retention, and reinsurance. + Interfaces with the sales force regarding underwriting issues and decisions + Negotiates prices and benefits with sales representatives and brokers. + Mentors Regional Account underwriters and other staff members + Look to leverage additional resources around key cases to facilitate better risk management, stimulate innovative thinking, provide creative solutions and potentially different perspectives. + Seek to understand your individual marketplace dynamics and those of the general market to maximize our chances of success. You'll Be a Good Match if You Have: + A customer-first mindset, putting our customers at the center of everything you do. + A passion for making decisions through both analyzing h data and employing critical thinking skills. + A team spirit and desire to work collaboratively. + A financial mindset to help make the best decisions. + Ability to own our work and following through on commitments. + Ability to decipher and execute within a fluid and changing business environment. + An understanding of how to build relationships and trust among diverse groups. + The ability to advance their careers into technical OR leadership positions. Qualifications: + Bachelor's Degree strongly preferred, or equivalent combination of education, training, and experience + 5 years of Group Benefits underwriting experience + Demonstrated success in developing and maintaining solid relationships with all internal and external business partners. + Excellent communication, interpersonal and presentation skills + An ability to think analytically about business problems, make recommendations and propose solutions. + High energy self-starter, who is resilient and has an entrepreneurial spirit. + Demonstration of solid time, organizational, and desk management skills + Goal-oriented and delivers outcomes. + Ability to challenge the status quo and compete to win. + Superior technical knowledge and sound decision-making and analytical skills Salary $88,080 - $144,120 This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $88,080 - $144,120 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Culture & Employee Insights (***************************************************** | Diversity, Equity and Inclusion (********************************************************* | Benefits (********************************************* Human achievement is at the heart of what we do. We believe that with the right encouragement and support, people are capable of achieving amazing things. We put our belief into action by ensuring individuals and businesses are well protected, and by going even further - making an impact in ways that go beyond an insurance policy. Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines - from developing the latest technology to creating and promoting our products to evaluating future financial risks. We're also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it's the right thing to do, and because when our customers, communities and employees succeed, we all do. About Us (************************************* Culture & Employee Insights (***************************************************** Diversity, Equity and Inclusion (********************************************************* Benefits (********************************************* Legal Notice (***************************************** Accessibility StatementProducer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information)