Company Profile

Job Description: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: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy Champion Forest As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 ...

Job Description: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: Portland, Vancouver, Beaverton, Tigard As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and ...

Job Description: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: Mequon, Milwaukee As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this ...

Job Description:The RoleIn Workplace Investing, the Client Team Manager's primary responsibility is providing day-to-day management of a team of associates that perform Defined Benefit administration services to Fidelity Defined Benefit clients. The Client Team Manager will also have overall responsibility for the client relationships on a book of clients as a representative of and the Defined Benefit Mid-Market service delivery team. The Expertise and Skills You Bring Bachelor's Degree or ...

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our ...

Job Description:*Remote position located in IL, KY, OH, MO, MN, TX*As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services & Non-Qual (SPSNQ) is Fidelity's equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity's SPSNQ business manages relationships ...

Job Description:The Role Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:Sales Execution & Advisor Engagement: Drive adoption of Fidelity's turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities. Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities ...

Job Description:We are currently sourcing for a Principal Trading Engineer (Java, Algo, SOR) for crypto Trading to work in Jersey City, New Jersey. The RoleThe Principal Trading Engineering (Java, Algo, SOR) will be working in development and delivery of high quality, timely and maintainable software solutions in an Agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support. In this role, ...

Job Description: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 Bilingual Financial Customer Associates (FCA) in our Westlake site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable ...

Job Description:Senior Legal Technology Project ManagerThe RoleWe are seeking a Senior Legal Technology Project Manager to lead complex, high-impact initiatives that modernize and streamline the Legal Department's technology landscape. This role is ideal for a strategic thinker and experienced project leader who thrives in a fast-paced law firm or corporate environment and is confident making decisions, managing stakeholders, and driving results. As an individual contributor within the Legal ...