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via Vanguard Careers
posted_at: 21 hours agoschedule_type: Full-time
Investment Insights and Consulting
Our product family provides investment analytics to support our institutional business. Our ground breaking technology solutions play a vital role in supporting our institutional investor. We are seeking a talented leader to join our dynamic team and lead the development of internal software solutions for our Asset Management business...
As the Delivery Lead for our Investment Tools development team, you will play
Investment Insights and Consulting
Our product family provides investment analytics to support our institutional business. Our ground breaking technology solutions play a vital role in supporting our institutional investor. We are seeking a talented leader to join our dynamic team and lead the development of internal software solutions for our Asset Management business...
As the Delivery Lead for our Investment Tools development team, you will play a critical role leading all aspects of the end-to-end delivery of software solutions. You will lead a highly skilled team of software engineers, collaborate with collaborators, and drive successful execution of new tools using the latest technologies. This is an exciting opportunity to gain valuable experience for aspiring Delivery Managers. In this role you will have the opportunity to hone your leadership skills, collaborate with cross-functional teams, drive strategy of investment products, and work closely with sourcing engagements. This role will provide the experience required to progress into higher-level delivery management roles within the organization, providing a platform to showcase your abilities and make lasting impact on our software development process.
Core Responsibilities
1. Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
2. Responsible for delivering software releases relating to the product for the business units. Works with business clients to determine scope, and develops environmental requirements for each project.
3. Works closely with management to develop and implement staffing and operational plans. Participates in the development of short and long term department goals. Monitors and reports on service delivery metrics and overall performance.
4. Develops and implements changes to department policies and procedures to meet changing business needs and to achieve department objectives. Identifies opportunities for continuous improvement.
5. Leads quality initiatives to improve the delivery of service levels. Works with senior management in the planning, development, and execution of short and long range goals.
6. Presents status, metrics, and department initiatives at meetings with management and project peers. Maintains relationships with technical teams, IT, and business partners.
7. Participates in the development of the department budget. Reviews expenses and ensures department operates within budgetary guidelines.
8. Ensures staff complies with information technology and information security policies and procedures, and verifies that deliverables meet requirements.
9. Participates in special projects and performs other duties as assigned.
Qualifications
• Minimum of eight years related work experience, with at least five years of project management experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position Show more details...
Our product family provides investment analytics to support our institutional business. Our ground breaking technology solutions play a vital role in supporting our institutional investor. We are seeking a talented leader to join our dynamic team and lead the development of internal software solutions for our Asset Management business...
As the Delivery Lead for our Investment Tools development team, you will play a critical role leading all aspects of the end-to-end delivery of software solutions. You will lead a highly skilled team of software engineers, collaborate with collaborators, and drive successful execution of new tools using the latest technologies. This is an exciting opportunity to gain valuable experience for aspiring Delivery Managers. In this role you will have the opportunity to hone your leadership skills, collaborate with cross-functional teams, drive strategy of investment products, and work closely with sourcing engagements. This role will provide the experience required to progress into higher-level delivery management roles within the organization, providing a platform to showcase your abilities and make lasting impact on our software development process.
Core Responsibilities
1. Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
2. Responsible for delivering software releases relating to the product for the business units. Works with business clients to determine scope, and develops environmental requirements for each project.
3. Works closely with management to develop and implement staffing and operational plans. Participates in the development of short and long term department goals. Monitors and reports on service delivery metrics and overall performance.
4. Develops and implements changes to department policies and procedures to meet changing business needs and to achieve department objectives. Identifies opportunities for continuous improvement.
5. Leads quality initiatives to improve the delivery of service levels. Works with senior management in the planning, development, and execution of short and long range goals.
6. Presents status, metrics, and department initiatives at meetings with management and project peers. Maintains relationships with technical teams, IT, and business partners.
7. Participates in the development of the department budget. Reviews expenses and ensures department operates within budgetary guidelines.
8. Ensures staff complies with information technology and information security policies and procedures, and verifies that deliverables meet requirements.
9. Participates in special projects and performs other duties as assigned.
Qualifications
• Minimum of eight years related work experience, with at least five years of project management experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position Show more details...
via Schwab Jobs
posted_at: 3 days agoschedule_type: Full-time
Your Opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs...
To learn more about our client offerings visit: Charles Schwab - Investor Services.
What you
Your Opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs...
To learn more about our client offerings visit: Charles Schwab - Investor Services.
What you have
Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Investment Consultant will pursue this mission through:
• Proactive outbound calls to existing Schwab clients, finding opportunities through needs-based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.
• Create initial relationships with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.
• Identify and refer additional opportunities to Branch Financial Consultants.
• Delivering unparalleled value and excellent service.
We are looking for people with a passion for helping clients.
We value integrity, open communication, perseverance, and continuous service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for extraordinary financial rewards, consider a career as an Investment Consultant at Charles Schwab.
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
• A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
• 2 years of experience in the financial services industry preferred
• Business development experience highly preferred
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process Show more details...
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs...
To learn more about our client offerings visit: Charles Schwab - Investor Services.
What you have
Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Investment Consultant will pursue this mission through:
• Proactive outbound calls to existing Schwab clients, finding opportunities through needs-based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.
• Create initial relationships with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.
• Identify and refer additional opportunities to Branch Financial Consultants.
• Delivering unparalleled value and excellent service.
We are looking for people with a passion for helping clients.
We value integrity, open communication, perseverance, and continuous service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for extraordinary financial rewards, consider a career as an Investment Consultant at Charles Schwab.
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
• A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
• 2 years of experience in the financial services industry preferred
• Business development experience highly preferred
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process Show more details...
via Fidelity Investments
posted_at: 3 days agoschedule_type: Full-time
Job Description:
Investment Consultant...
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and
Job Description:
Investment Consultant...
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
The Expertise We’re Looking For
• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
• You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Being coachable, collaborative, and curious are your "go to" attributes
• Outstanding consultative selling and organizational skills
• In a team-based, fast paced environment you take initiative and exceed expectations
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. 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!
The Value You Deliver
• Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
• With our open architecture, you offer a wide broad range of financial solutions
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Company Overview
Fidelity 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 Us
At 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, we have been recognized by our employees as a Best Place to Work in 2023. 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.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity 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 HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3 Show more details...
Investment Consultant...
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
The Expertise We’re Looking For
• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
• You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Being coachable, collaborative, and curious are your "go to" attributes
• Outstanding consultative selling and organizational skills
• In a team-based, fast paced environment you take initiative and exceed expectations
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. 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!
The Value You Deliver
• Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
• With our open architecture, you offer a wide broad range of financial solutions
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Company Overview
Fidelity 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 Us
At 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, we have been recognized by our employees as a Best Place to Work in 2023. 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.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity 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 HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3 Show more details...
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