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ESI Partner Experience CoordinatorPlease note that we do not offer visa sponsorship for this position.Position SummaryThis position is responsible for supporting the Partner Experience Group, which fosters partnerships with key stakeholders doing business with ESI. Creating experiences that positively impact the ability for everyone to deliver on our promises.Essential Duties and Responsibilities include the following. Other duties as assigned.<ul><li>Support education and training for representatives in all aspects of doing business with ESI.</li><li>Responsible for supporting the firm’s transition process for bringing experienced representatives with books of business.</li><li>Responsible for assisting experienced representatives’ transition over to ESI, which in some instances may involve utilization of software tools to facilitate the transfer of accounts.</li><li>Support and provide training and other campaigns to educate RR’s and IAR’s on the products and services available at ESI, as well as how to do business with ESI.</li><li>Support and participate in forming cross-functional partnerships with all other business units and groups throughout the organization to deliver business results.</li><li>Effectively and efficiently handle high volume of calls into ESI Support Line.</li></ul>Experience Requirements<ul><li>Bachelor's Degree or equivalent combination of education and experience</li><li>3-5 years in Financial Services Industry required, preferably in a Sales Support, Training, or onboarding capacity</li><li>Familiarity with PCs and ability to learn new programs quickly.</li><li>Proficient in MS Office Suite, including Word, Excel, and PowerPoint</li><li>Demonstrated ability to perform quality work in a fast-paced environment.</li><li>Must be a collaborator and the ability to prioritize tasks.</li><li>Strong interpersonal, communication and organizational skills</li><li>Maintain confidentiality of company information&nbsp;&nbsp;</li><li>Ability to pass background and fingerprint check.</li><li>Demonstrated written and oral communication skills.</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li><li>The base salary range for this role is between $22.24 - $41.23 hourly. We are open to varying levels of experience above the minimum requirements.</li></ul>Preferred Qualifications:<ul><li>FINRA Series 7&nbsp;</li><li>3-5 years knowledge of Broker/Dealer and RIA products and services</li><li>Experience training and onboarding new Sales representatives or Registered Representatives and Financial Advisors</li></ul><h6>In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6>#LI-DO#LI-Hybrid<h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

ESI Partner Experience Coordinator

<h3>Job Description:</h3>*This is a remote role in San Francisco.The Fidelity Private Shares Team is growing and looking for a VP, Private Market Business Development. The Team is focused on supporting the innovation economy through a robust equity administration platform. We offer solutions and capabilities that support companies, their employees, and community stakeholders during the entire corporate lifecycle. This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community. We are looking for a VP, Private Market Business Development to accelerate our efforts in San Francisco by growing and deepening relationships in the start-up ecosystem. In this role, you will be focused on building and managing external relationships with centers of influence to accelerate industry awareness and adoption of our solutions within your market. Creating champions of Fidelity as a thought leader and solution provider in the space along with driving sales growth will make you successful in this role:<ul><li>Owning your market by driving sales growth, channel partnerships, and deepening relationships/reach</li><li>Field engagement through meetings with current and prospective Center’s of Influence such as Law-firms, Venture Capital firms, accelerators/incubators, etc..</li><li>Identifying scalable and repeatable practices to drive industry adoption of our solutions</li><li>Constructing strategic communications and content to increase engagement</li><li>Lead event strategy within your market through attending and hosting events (25% travel)</li><li>Collaborate with business development peers to strategically manage national relationships across markets</li><li>Work cross-functionally with Sales, Customer Success, Marketing, and Product to provide feedback from the market</li></ul>The Expertise We’re Looking for and The Skills You Bring <ul><li>5+ years of relevant experience in Partnerships, Business Development, or other relevant ecosystem building roles</li><li>Strong presentation and networking skills, driving engagement with key decision makers</li><li>Experience and understanding of SaaS business models</li><li>Knowledge of the venture ecosystem</li><li>Experience building out new markets and expanding networks</li><li>Network of Relationships with law firms and venture capital firms</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. We have been a leader in servicing public companies for their equity administration needs for two decades and we have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Fidelity Investments

VP, Business Partner Manager (Remote - San Francisco)

<h3>Job Description:</h3>Are you passionate about helping your team meet their sales goals? Fidelity investments is a leading provider of retirement plan solutions, dedicated to helping businesses and their employees achieve financial security. We are seeking a motivated and dynamic Internal Wholesaler to join our team and drive the sales (to corporations through financial advisors) of Fidelity’s 401(K) Recordkeeping Platform and Multi-Product Solutions. Sales will focus on the “Core Market,” i.e. small businesses with assets under administration (AUA) under $50 million.The Role: The Internal Wholesaler will play a crucial role in supporting the promotion and sale (to corporations via financial advisors) of Fidelity’s 401(K) Recordkeeping Platform and Multi-Product Solutions. This position involves building and maintaining relationships with advisors, providing product expertise, and providing administrative support to the external sales team (Retirement Directors) to achieve sales targets.The Value You Deliver:<ul><li>Pipeline Management &amp; Deal Advancement: Assist external wholesalers -- Retirement Directors (RDs) -- in developing strategies for advancing leads into opportunities and opportunities into new clients. Ensure that sales pipeline is prioritized, updated, and advanced appropriately. Participate actively in the development and successful execution of the territory business plan.</li><li>Administrative Sales Assistance: Assist external wholesalers -- Retirement Directors (RDs) -- in facilitating communication, providing administrative support, and assisting with the overall sales process to build and maintain relationships with financial advisors. This role will also handle email correspondence, calendar management, coordinate travel arrangements, and track sales activities.</li><li>Advisor Relationships: Maintain regular contact with financial advisors, answering inquiries, providing product information, initiate follow-up calls and serve as an accessible contact point for advisors when RDs are unavailable, or when difficulty is encountered in following up with Managing Directors (MDs)</li><li>Product Expertise: Stay updated on the features and benefits of Fidelity’s 401(K) Recordkeeping Platform and Multi-Product Solutions and communicate this information to advisors and clients upon request.</li><li>Meeting Preparation &amp; Follow-up: Assisting with meeting scheduling and preparation, gathering relevant information, and ensuring timely follow-up with financial advisors after meetings.</li><li>Reporting Support: Maintain accurate records of sales activities, client interactions, and pipeline status in the Salesforce CRM system.</li></ul>The Skills You Bring:<ul><li>Strong communication, presentation, and relationship-building skills</li><li>Excellent organizational and time management skills: to handle multiple tasks, prioritize deadlines, and manage a busy workload</li><li>Proven MS Office skills, including Word, Excel, and Outlook</li><li>Proficiency in Salesforce CRM software is preferred.</li><li>Desire to have a “Sales as a Destination” career with upward mobility in client facing sales roles</li><li>Self-motivated</li><li>Goal-oriented</li><li>Creativity</li><li>Able to work independently, as well as part of a team.</li></ul>The Expertise You Have:<ul><li>Education: Bachelor’s degree in Business, Finance, or a related field; or equivalent experience.</li><li>Experience: Minimum of 2-4 years of experience in financial services, preferably in retirement plan sales or wholesaling.</li><li>Licenses: FINRA Series 7 and Series 63 licenses required, or to be obtained within six months of being hired into position.</li></ul>The Team: Fidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The Internal Wholesaler is an important part of our selling team and helps to sell Fidelity’s 401(K) Recordkeeping Platform and Multi-Product Solutions through financial advisors. Your work plays a vital role in growing profitable long-term relationships.Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of two assigned weeks per four-week period.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesFidelity’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.

Internal Wholesaler- Retirement Services

<h3>Job Description:</h3>The RoleSVP, Alternatives Institutional Portfolio ManagerThe SVP Alternatives IPM will work closely with Fidelity’s private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company.The TeamLocated in Boston, MA, the Alternative Product Development Team ('Alternatives') is part of Fidelity’s Enterprise Services Division that manages the firm’s growth initiatives sponsoring new business creation and innovation. The Alternatives team works closely with Fidelity’s Asset Management Division as well Fidelity’s proprietary alternative investment companies within the Devonshire Investments to bring alternative real estate and PE multi-strategy investments to market.The Purpose of Your Role and the Value You DeliverThe Institutional PM will be one of the senior advocates of Fidelity’s private equity multi-strat and direct real estate products, representing them to existing and prospective institutional and intermediary clients and gatekeepers, internal distribution, operations, marketing and asset management business partners. The Institutional PM will be vital to supporting the growth of Fidelity’s private markets offering.Primary Responsibilities <ul><li>Contribute to the go-to-market sales strategy for the private equity multi-strategy and direct real estate products which will include working with various sales organizations internally to define target market segments and specific prospects, and creating pricing structures and key terms.</li><li>Work with various sales and portfolio teams on complete alternative selling process from sourcing and meeting with prospective investors, educating internal sales teams, working through prospect’s due diligence process to client reporting.</li><li>Meet with existing clients to provide portfolio and performance updates.</li><li>Work with marketing on creating the client facing collateral.</li><li>Provide client and consultant feedback to senior leaders.</li><li>Identify thought leadership and other events to drive awareness of Fidelity’s capabilities.</li><li>Partner with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases.</li><li>Collaborate on new products and be creative in bringing value to our clients.</li></ul>The Expertise We’re Looking For<ul><li>Series 7, Series 24, Series 63</li><li>Experience in the private markets industry, specifically real estate, infrastructure or private equity</li><li>15+ years’ experience working within alternatives in product development, relationship management and sales</li><li>Ability to explain complex products and structures for various levels of staff and clients</li><li>Excellent writing skills and experience in creating product promotion materials, articles and in public speaking</li><li>Deep understanding of private market regulations.</li></ul>The Skills You Bring<ul><li>Outstanding collaboration skills, with an ability to work with and across portfolio managers, product development, senior managers, legal and compliance, salespeople and relationship managers across various channels.</li></ul><ul><li>Experience with owning outcomes and driving solutions.</li><li>Experienced analytical skills and attention to detail.</li><li>Always seeking accurate, complete, and timely information.</li><li>Address concerns and questions from clients in a thorough and thoughtful manner.</li><li>You are a hands-on contributor who enjoys working with a high-performing team and delivering results.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Private EquityFidelity’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.

SVP, Alternatives Institutional Portfolio Manager

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative -Tukwila, WA

<h3>Job Description:</h3>CONSULTANT, BUSINESS ANALYST – Fidelity Health Care Employee Digital ExperienceAs a Business Analyst Consultant, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!The Team The Business Analyst (BA) is part of the Fidelity Health Business Analyst Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in health care applications from inception to delivery. Your squad in the Health Care Employee Digital Experience Product Area is focused on building API integration enhancements to support a reimagined customer enrollment experience. You will partner with the Squad Leader, the development team, and stakeholders to analyze HOBS recordkeeping system Data/tables and draft requirements to support enrollment and other life events functionality.The Expertise You Have <ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</li><li>6+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams</li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</li><li>Experience with Data analysis, SQL or basic database concepts is a plus</li><li>HOBS recordkeeping is a plus</li><li>API experience is a plus</li></ul>The Skills You Bring<ul><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog</li><li>Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster</li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals</li><li>Highly organized and have a proven ability to prioritize and work under tight deadlines</li><li>Skilled at building relationships, fostering strong teams, and influencing others</li><li>Self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</li><li>Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvement</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver<ul><li>Working in a Scrum Agile environment to deliver software</li><li>Leading and conducting business analyses to formulate and make recommendations</li><li>Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.)</li><li>Collaborate with business partners, development teams, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle</li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication</li><li>Prioritize multiple initiatives and business analysis tasks at the same time</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

Consultant, Business Analysis

<h3>Job Description:</h3>Job Description:At Fidelity’s Artificial Intelligence Center of Excellence (COE), you won’t be just tinkering around the edges, you’ll be building critical solutions that will benefit our clients for years to come. We work closely with business stakeholders, collect requirements and deliver high value AI/ML solutions that drive customer and business value. Those of us who love to work with data see this as the pinnacle of opportunities that you cannot find anywhere else in the industry.The AI COE is seeking a Senior Data Scientist with experience in Conversational AI, Generative Large Language Models, Natural Language Processing, Machine learning, various deep learning related technologies, predictive and prescriptive analytics.The Expertise You Have· PhD in Computer Science with extensive research papers on Natural Language Processing, OR Master’s Degree in Computer Science, Statistics, Data Science or similar technical discipline with at least 3 years relevant professional experience· Deep understanding of Machine Learning, Deep Learning algorithms, and Large Language Models both in terms of application and training ground up.· Understanding of fundamental NLP and machine learning algorithms – classification, summarization, semantic parsing, question answering· Familiarity with running machine learning models from HuggingFace and other popular libraries. Understanding different LLMs and their pros and cns.· Familiarity with the application and training of open-source generative large language models – e.g., prompt engineering, prompt-tuning, instruction fine-tuning· Knowledge of most of the following quantitative fields: Natural Language Processing, Information Retrieval, Machine Comprehension, Question Answering/Conversational AI, Reinforcement Learning, Knowledge Graph, Causal Inference, and Design of Experiment· Statistical and data science programming skills, such as Python and RThe Skills You Bring· Experience in Big Data, search, NLP, and chatbot technologies such as Elasticsearch and Solr· Knowledge of Deep Learning and related tools such as TensorFlow, Keras, MXNET, or H2O is preferred· Experience deploying NLP solutions in a commercial environmentThe Value You Deliver· Manage and guide data science and data engineering elements of AI projects· Set a strategic direction for data identification, collection and qualification activities· Lead data analysis for multiple projects with diverse scope and complex business and technical challenges across several business units and functions· Implement new technologies in a production environment with product, IT, and data engineering teams· Present reports and findings to senior level technical and non-technical audiencesCertifications:Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly ina way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” We invite you to Find Your Fidelity at fidelitycareers.com.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.

Senior Data Scientist

<h3>Job Description:</h3><h3>Financial Consultant</h3>If 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 clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Marin, CA

<h3>Job Description:</h3><h3>The Role</h3>Interested in leading a dynamic and fun squad within a multifaceted, and growing organization? Join us as we execute on our vision to deliver innovate solutions to drive all aspects of IICG and IWMS client management and growth!Institutional Wealth Management Services (IWMS) and the Intermediary Investment Client Group (IICG) use Client Relationship Management (CRM) and as a key driver of the associate experience for sales, relationship management, consulting &amp; client service teams. IWMS has been using the Salesforce platform a key strategic asset &amp; capability since 2018. IICG will migrate from a homegrown CRM to Salesforce in Q3 2025.The squad leader will lead one of the squads tasked with reimagining and building out the IICG sales team experience using Salesforce. Once IICG migrates to Salesforce, this squad leader will change focus to delivering on the long-term strategic roadmaps supporting IWMS and IICG. As the squad leader, you blend the ability to align business needs and technology with a passion for delivering results. You will ensure alignment on the “what” and “when” work is to be performed through ongoing planning and prioritization of a product backlog.<h3>Note: Fidelity will not provide immigration sponsorship for this position </h3><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelors or equivalent with 10+ years of experience</li><li>5-10 years of experience in product leadership, management, product development or strategy</li><li>Salesforce experience preferred</li><li>Jira and Jira Align experience preferred</li><li>You possess excellent interpersonal and communication skills with which you build and maintain strong cross-functional partnerships and relationships at all levels of the organization</li><li>You possess outstanding organization skills with proven experience leading technology teams</li><li>You are an empowering leader who is proficient in Agile</li><li>You have a level of curiosity, creativity, and willingness to challenge the status quo</li><li>You have expertise in applying Salesforce capabilities to drive client/business value</li><li>Defining, refining, and communicating the squads' mission and roadmap to empower and establish team and partner support and alignment</li><li>Partnering with senior business leadership to understand the details of our business and their specific needs as we cultivate our business users into a thriving data driven organization</li><li>Collaborating and coordinating with Chapter Leaders and Scrum Masters to build squad capacity and capability and enabling squad member growth, development, and learning</li><li>Bring to bear the power of Salesforce to implement meaningful changes and deliver insights to key user groups</li></ul><h3>The Team </h3>This role is part of the CRM Product Area supporting both IWMS (in FBOT) and IICG (in FI). The product area sits in the IWMS Go-To-Market and Strategy organization. The squad leader will lead a cross-functional team in close partnership with the other CRM squad leaders, chapter leaders, and squad leaders across FI’s Marketing, Portfolio Construction and Data product areas.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

Squad Leader, CRM Strategy

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Sr. Client Manager (CLM) position is responsible for managing a portfolio of approximately 75-100 merchants from B2C and B2B companies representing approximately $1B in annual American Express charge volume. These are well-known brands across various industries and verticals including restaurant, retail, entertainment, manufacturing and professional services.&nbsp;Responsibilities include managing and expanding American Express’ merchant relationships through developing and delivering valuable insights, solutions, consultation, and creativity. This includes establishing deep, mutually beneficial, and profitable, relationships with the merchants and driving incremental revenue to the merchant and Amex. By understanding the merchant's organization and industry and applying knowledge of American Express, CLMs serve as consultants within Amex to develop and sell Amex solutions that help merchants manage and optimize their investments, payment processing and card acceptance experiences.Do you enjoy a dynamic, collaborative work environment where you can make a mark? Are you someone who knows how to drive significant business results and new partnerships? Are you excited to join a team culture that is opportunistic, innovative, accountable, customer-oriented, and results-focused? If so, this role is for you.<ul><li>Manage a portfolio of approximately 75-100 strategic cross-industry merchants</li><li>Establish and build strong relationships through consistent in-person interaction with merchants regarding their business model, industry, marketplace, etc.</li><li>Identify and expand existing business relationships, increase acceptance with merchants, and develop strategic portfolio / account plans</li><li>Provide proactive consultation to drive business growth and improve customer satisfaction</li><li>Develop and execute strategic account plans to grow Amex revenue, market share and profitability</li><li>Increase Amex relevance by consistently and effectively communicating the value story</li><li>Consistently track / evaluate business results with a focus on moving opportunities through sales pipeline</li><li>Build and leverage relationships with internal network to efficiently execute against account growth plans</li><li>Increase Merchant Satisfaction (NPS score)</li></ul>Minimum Qualifications<ul><li>Strong track record of relationship management and consultative selling skills with a demonstrated ability to establish, maintain and deepen partnerships with customers, and identify and drive profitability within the portfolio</li><li>Strong analytical skills with a focus on manipulating merchant metrics in excel to determine portfolio strategy / approach</li><li>Strong negotiation, influencing and collaboration skills are required</li><li>Highly customer focused, a self-starter and a results-driven individual</li><li>Ability to articulate value proposition and connect it to the customer’s business model</li><li>Strong presentation/negotiation skills and the ability to build rapport and credibility</li><li>Proven success of influencing and collaborating with C-level decision makers</li><li>Excellent oral/written communication and be proficient in MS Office applications</li><li>Ability to communicate frequently, candidly, and clearly</li><li>Ability to listen and adapt/pivot approach</li><li>Bachelors Required</li><li>50% Travel required withing Michigan and Detroit</li></ul>Preferred Qualifications<ul><li>Exceptional financial analysis expertise, both qualitative and analytical, with the ability to prepare financial analysis to support value propositions and support growth proposals</li><li>Minimum of 5 years of proven success in account management/sales and portfolio planning</li><li>Knowledge of the Merchant / acquiring business and/or the U.S. payments industry are strongly preferred.</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

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