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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...
via CFA Institute Career Center
posted_at: 3 days agoschedule_type: Full-time
The ND Department of Trust Lands offers an excellent benefit package, including a fully paid family health insurance plan, flexible spending accounts, paid vacation and sick leave, retirement plan, 457 deferred compensation plan, voluntary insurance benefits to include dental, vision, life insurance, and opportunities for advancement.
The ND Department of Trust Lands is charged with managing the... permanent educational trust funds and assets under
The ND Department of Trust Lands offers an excellent benefit package, including a fully paid family health insurance plan, flexible spending accounts, paid vacation and sick leave, retirement plan, 457 deferred compensation plan, voluntary insurance benefits to include dental, vision, life insurance, and opportunities for advancement.
The ND Department of Trust Lands is charged with managing the... permanent educational trust funds and assets under the Board of University and School Lands control. Learn more at land.nd.gov.
The Investment Officer plays an integral role in asset allocation, portfolio construction and risk management of the $7 billion investment portfolio. This entails researching asset classes, evaluating investment managers, measuring portfolio risks, monitoring compliance guidelines, and providing the Land Board with the analysis and recommendations needed to make prudent investment decisions.
Summary of Work:
• Perform research and analysis to underwrite investment managers and service providers.
• Create financial models to monitor investment manager performance and risk.
• Collaborate with consultant to review portfolio allocations and make recommendations.
• Prepare asset allocation and performance reports for presentation at monthly Land Board meetings.
• Manage recordkeeping of contracts, statements, and investment manager correspondences.
• Participate in meetings with investment managers and maintain appropriate records of such interactions.
• Work with general counsel to negotiate investment management contracts.
• Work with custody bank to ensure timely and accurate reporting.
• Support operations function with statement/invoice reconciliation and cash flow management.
• Support accounting function to close the books and fulfill auditor requests related to investments.
Minimum Qualifications:
• Bachelor’s degree in accounting, business, economics, finance, mathematics or closely related field and five years of professional work experience in fund investment analysis.
• A Master’s degree in one of the above fields may substitute for two years of the experience requirement.
Desired Knowledge, Skills, and Abilities:
• Master of Business Administration (MBA)
• Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) credentials
• High degree of proficiency with Microsoft, database management and investment-related software.
• Excellent interpersonal, verbal, and written communication skills Show more details...
The ND Department of Trust Lands is charged with managing the... permanent educational trust funds and assets under the Board of University and School Lands control. Learn more at land.nd.gov.
The Investment Officer plays an integral role in asset allocation, portfolio construction and risk management of the $7 billion investment portfolio. This entails researching asset classes, evaluating investment managers, measuring portfolio risks, monitoring compliance guidelines, and providing the Land Board with the analysis and recommendations needed to make prudent investment decisions.
Summary of Work:
• Perform research and analysis to underwrite investment managers and service providers.
• Create financial models to monitor investment manager performance and risk.
• Collaborate with consultant to review portfolio allocations and make recommendations.
• Prepare asset allocation and performance reports for presentation at monthly Land Board meetings.
• Manage recordkeeping of contracts, statements, and investment manager correspondences.
• Participate in meetings with investment managers and maintain appropriate records of such interactions.
• Work with general counsel to negotiate investment management contracts.
• Work with custody bank to ensure timely and accurate reporting.
• Support operations function with statement/invoice reconciliation and cash flow management.
• Support accounting function to close the books and fulfill auditor requests related to investments.
Minimum Qualifications:
• Bachelor’s degree in accounting, business, economics, finance, mathematics or closely related field and five years of professional work experience in fund investment analysis.
• A Master’s degree in one of the above fields may substitute for two years of the experience requirement.
Desired Knowledge, Skills, and Abilities:
• Master of Business Administration (MBA)
• Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) credentials
• High degree of proficiency with Microsoft, database management and investment-related software.
• Excellent interpersonal, verbal, and written communication skills Show more details...
via LinkedIn
posted_at: 8 hours agoschedule_type: Full-timework_from_home: 1
Looking for a strong project manager to work with front office team such as portfolio managers, traders and analysts. The Asset Management Senior Project Manager is responsible for the overall coordination of certain investment initiatives including ownership of project artifacts (e.g. project plan, RAID Log, Project Charter, Timeline, Budget, communication plan, JIRA Cards etc.), quality of... effort, monitoring scope, resource assignment and escalation
Looking for a strong project manager to work with front office team such as portfolio managers, traders and analysts. The Asset Management Senior Project Manager is responsible for the overall coordination of certain investment initiatives including ownership of project artifacts (e.g. project plan, RAID Log, Project Charter, Timeline, Budget, communication plan, JIRA Cards etc.), quality of... effort, monitoring scope, resource assignment and escalation of issues. The incumbent manages and leads the work stream project team(s) and other project management resources effectively and efficiently, influencing and driving to meet timelines and objectives, while ensuring business requirements are met.
Salary - $140k to $150k base range
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Coordinates and controls the overall implementation of the projects and/or coordination of cross functional business priorities and BAU production support prioritization/execution by performing the following:
o Develops and defines project plans and prioritization queue management
o Works with front office, legal, investment accounting, risk, treasury, IT and operations teams to understand key diligence items for each area and plans related solutions
o Oversight and coordination of all stream leads; monitors stream interdependencies and removes obstacles
o Coordinates and assigns project, business, accounting and IT resources to specific project tasks
o Facilitates project meetings, elicits requirements and group collaboration, sets agendas and provides project status reports as outlined within the communication plan.
o Resolves bottlenecks, issues, resource conflicts and escalates to senior management as necessary
o Reports overall project status to all levels within the organization
o Chairs weekly status meeting on project progress and outstanding issues
o Controls the scope of the project
o Monitors the budget, milestones and dependencies
o Maintains the project paper trail and establishment of project deliverables
o Provides leadership, motivation, feedback and recognition to the project team
o Mitigates risk and providing insight and direction on how to approach and effectively accomplish project tasks based on experience with the project life cycle
o Collects and compiles information and prepare materials for project-level Steering Committee meetings as requested by Program Manager
o Prioritizes and constantly assesses project team activities to align with key business/IT objectives
o Works with business/IT stakeholders and Steering Committee to agree on project objectives, scope, budget, timeline, resourcing and prioritization at the outset of each initiative
o Acts as a Business Analyst where needed by documenting requirements, process flows, desktop procedures, test scripts and architectural diagrams as project requires
• Manages strategic business initiatives that require coordination of multiple teams across Investment Ops, IT , Investment Accounting, Legal, Internal Controls, Compliance and Reinsurance
• Coordinates operational readiness efforts on behalf of Investment Operations and/or IT to achieve business priorities such as Portfolio Onboarding and Third-Party Transactions (e.g. Reinsurance and Third-Party Asset Management Outsourcing)
• Defines and manages User Acceptance Testing
• Identifies user training needs and manages user training
• Integrates the Transition Management Plan into implementation work plan.
• Reports transition management activities, deliverables and status to the Program Management Team and Work Stream Sponsor and, as required, the Steering Team and Executive Sponsor.
• Identifies and escalates upcoming issues to the work stream sponsor.
• Ensures use of proper project management methodologies and templates.
• Manages project risks, issues, mitigation actions, change management, and operational readiness.
• Identifies process improvements that are required to deliver the initiative goals and objectives.
• Provides Quality Review of key project deliverables.
• Facilitates the successful delivery of cross-functional investment projects, partnering and working in conjunction with external partners and clients.
• Performs other related work as assigned.
SUPERVISORY RESPONSIBILITIES:
Direct Reports: None
General Description of Indirect Reports (2 and 3-downs): None
EDUCATION AND/OR EXPERIENCE:
• Bachelor’s degree in Accounting, Finance, Economics or related field of study, plus five (5) years of progressively responsible relevant work experience at an investment bank, investment manager, large insurance company or elsewhere in the investment/financial services industry; or equivalent combination of education and/or experience.
• Experience in managing complex investment projects, with an understanding of key legal/accounting/operational matters required.
• Proven track record of working with and delivering for front office investment stakeholders is required
CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
• Project Management Professional (PMP) certification preferred
KNOWLEDGE, SKILLS AND ABILITIES:
• Deep knowledge of asset management operational, systems and other related regulations, best practices and procedures.
• Ability to communicate effectively with front office investment professionals and translate/interpret business requirements into actionable tasks
• Strong customer service orientation.
• Effective verbal and written communication skills.
• Ability to work cooperatively and successfully with employees, customers, and other outside third parties.
• Strong organizational and planning skills.
• Strong systems aptitude
• Knowledge and experience facilitating projects and BAU activities in an Agile framework
• Proficient in the use of Microsoft Office Suite
• Ability to write reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions
• Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to successfully handle pressure and meet deadlines in a fast-paced work Show more details...
Salary - $140k to $150k base range
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Coordinates and controls the overall implementation of the projects and/or coordination of cross functional business priorities and BAU production support prioritization/execution by performing the following:
o Develops and defines project plans and prioritization queue management
o Works with front office, legal, investment accounting, risk, treasury, IT and operations teams to understand key diligence items for each area and plans related solutions
o Oversight and coordination of all stream leads; monitors stream interdependencies and removes obstacles
o Coordinates and assigns project, business, accounting and IT resources to specific project tasks
o Facilitates project meetings, elicits requirements and group collaboration, sets agendas and provides project status reports as outlined within the communication plan.
o Resolves bottlenecks, issues, resource conflicts and escalates to senior management as necessary
o Reports overall project status to all levels within the organization
o Chairs weekly status meeting on project progress and outstanding issues
o Controls the scope of the project
o Monitors the budget, milestones and dependencies
o Maintains the project paper trail and establishment of project deliverables
o Provides leadership, motivation, feedback and recognition to the project team
o Mitigates risk and providing insight and direction on how to approach and effectively accomplish project tasks based on experience with the project life cycle
o Collects and compiles information and prepare materials for project-level Steering Committee meetings as requested by Program Manager
o Prioritizes and constantly assesses project team activities to align with key business/IT objectives
o Works with business/IT stakeholders and Steering Committee to agree on project objectives, scope, budget, timeline, resourcing and prioritization at the outset of each initiative
o Acts as a Business Analyst where needed by documenting requirements, process flows, desktop procedures, test scripts and architectural diagrams as project requires
• Manages strategic business initiatives that require coordination of multiple teams across Investment Ops, IT , Investment Accounting, Legal, Internal Controls, Compliance and Reinsurance
• Coordinates operational readiness efforts on behalf of Investment Operations and/or IT to achieve business priorities such as Portfolio Onboarding and Third-Party Transactions (e.g. Reinsurance and Third-Party Asset Management Outsourcing)
• Defines and manages User Acceptance Testing
• Identifies user training needs and manages user training
• Integrates the Transition Management Plan into implementation work plan.
• Reports transition management activities, deliverables and status to the Program Management Team and Work Stream Sponsor and, as required, the Steering Team and Executive Sponsor.
• Identifies and escalates upcoming issues to the work stream sponsor.
• Ensures use of proper project management methodologies and templates.
• Manages project risks, issues, mitigation actions, change management, and operational readiness.
• Identifies process improvements that are required to deliver the initiative goals and objectives.
• Provides Quality Review of key project deliverables.
• Facilitates the successful delivery of cross-functional investment projects, partnering and working in conjunction with external partners and clients.
• Performs other related work as assigned.
SUPERVISORY RESPONSIBILITIES:
Direct Reports: None
General Description of Indirect Reports (2 and 3-downs): None
EDUCATION AND/OR EXPERIENCE:
• Bachelor’s degree in Accounting, Finance, Economics or related field of study, plus five (5) years of progressively responsible relevant work experience at an investment bank, investment manager, large insurance company or elsewhere in the investment/financial services industry; or equivalent combination of education and/or experience.
• Experience in managing complex investment projects, with an understanding of key legal/accounting/operational matters required.
• Proven track record of working with and delivering for front office investment stakeholders is required
CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
• Project Management Professional (PMP) certification preferred
KNOWLEDGE, SKILLS AND ABILITIES:
• Deep knowledge of asset management operational, systems and other related regulations, best practices and procedures.
• Ability to communicate effectively with front office investment professionals and translate/interpret business requirements into actionable tasks
• Strong customer service orientation.
• Effective verbal and written communication skills.
• Ability to work cooperatively and successfully with employees, customers, and other outside third parties.
• Strong organizational and planning skills.
• Strong systems aptitude
• Knowledge and experience facilitating projects and BAU activities in an Agile framework
• Proficient in the use of Microsoft Office Suite
• Ability to write reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions
• Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to successfully handle pressure and meet deadlines in a fast-paced work Show more details...
via WJHL Jobs
posted_at: 2 days agoschedule_type: Full-timesalary: 150K–200K a year
At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.
As a future VP - Global Health Investing, you will report to Head of Healthcare, and you will be part of AXA IM Alts...
DISCOVER your opportunity
Contribute to deployment of the Global Health
At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.
As a future VP - Global Health Investing, you will report to Head of Healthcare, and you will be part of AXA IM Alts...
DISCOVER your opportunity
Contribute to deployment of the Global Health PE investment strategies
Transaction modelling, execution, management and monitoring
Build relationships with companies, co-investors, entrepreneurs and strategics to access deal flow, help with deal execution and drive exits
Deliver both financial and impact returns through the portfolio
Your role and responsibilities will include
Pipeline
Originate new deal-flow; leveraging existing network and creating new leads
Screen and rank the pipeline opportunities effectively
Conduct due diligence on the clinical, financial, regulatory, commercial and impact aspects of potential investments
Write initial deal screening memos as well as extensive investment memos
Deal Execution
Support the execution of direct investments in companies for the global health strategies
Investment analysis and financial modelling both before and after investments are made
Understand the impact opportunity-set being addressed and provide input to maximize impact
Lead negotiations; assess and establish innovative deal structures
Investment Team
Actively manage the relationship with portfolio companies including via Board engagement, creation of tracking plans and regular interaction with management teams
Contribute to sourcing, meeting management, database maintenance, valuation exercises, reporting, analysis and investment recommendations
Assist companies with clinical, regulatory, commercial, impact and exit strategies
External Stakeholder Management
Interface with third party service providers relating to due diligence and deal execution; interact with fund investors to provide information and reports on the portfolio's financial and impact performance
Internal Stakeholder Management
Liaise with all internal stakeholders including risk, compliance, legal, operations, audit and build effective working relationships and processes to ensure efficient execution
Project Management
Assist in co-ordinating projects in the private equity impact investing team including new product development; process improvement; system implementation; portfolio management; reporting
Extract impact data from transactions and build a methodology to report
Your Profile
Your qualifications and experience
Knowledge of the healthcare industry and extensive experience in investing or management consulting, investment banking or private equity-backed healthcare companies
Experience through the investment life cycle, from sourcing to diligence to execution and exit
Ability to build sophisticated financial and valuation models
Previous experience in the healthcare and impact investment sector is preferable
Knowledge of emerging markets and global health is preferable
Familiarity with medical device/pharmaceutical/vaccine clinical and regulatory pathways
Comfort with life sciences
Ability to bring new ideas to the investment process
Entrepreneurial attitude and highly motivated individual who is able to function at a high level in an ever-changing environment
Strong interpersonal and communication skills
Self-starter with the ability to work to deadlines and manage multiple projects effectively
Highly numerical and analytical
Minimum 7 years of relevant professional experience
Preferable advanced University degree with relevant focus for global health investing
The pay range for this position is ($150,000 - $200,000 ). Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay Show more details...
As a future VP - Global Health Investing, you will report to Head of Healthcare, and you will be part of AXA IM Alts...
DISCOVER your opportunity
Contribute to deployment of the Global Health PE investment strategies
Transaction modelling, execution, management and monitoring
Build relationships with companies, co-investors, entrepreneurs and strategics to access deal flow, help with deal execution and drive exits
Deliver both financial and impact returns through the portfolio
Your role and responsibilities will include
Pipeline
Originate new deal-flow; leveraging existing network and creating new leads
Screen and rank the pipeline opportunities effectively
Conduct due diligence on the clinical, financial, regulatory, commercial and impact aspects of potential investments
Write initial deal screening memos as well as extensive investment memos
Deal Execution
Support the execution of direct investments in companies for the global health strategies
Investment analysis and financial modelling both before and after investments are made
Understand the impact opportunity-set being addressed and provide input to maximize impact
Lead negotiations; assess and establish innovative deal structures
Investment Team
Actively manage the relationship with portfolio companies including via Board engagement, creation of tracking plans and regular interaction with management teams
Contribute to sourcing, meeting management, database maintenance, valuation exercises, reporting, analysis and investment recommendations
Assist companies with clinical, regulatory, commercial, impact and exit strategies
External Stakeholder Management
Interface with third party service providers relating to due diligence and deal execution; interact with fund investors to provide information and reports on the portfolio's financial and impact performance
Internal Stakeholder Management
Liaise with all internal stakeholders including risk, compliance, legal, operations, audit and build effective working relationships and processes to ensure efficient execution
Project Management
Assist in co-ordinating projects in the private equity impact investing team including new product development; process improvement; system implementation; portfolio management; reporting
Extract impact data from transactions and build a methodology to report
Your Profile
Your qualifications and experience
Knowledge of the healthcare industry and extensive experience in investing or management consulting, investment banking or private equity-backed healthcare companies
Experience through the investment life cycle, from sourcing to diligence to execution and exit
Ability to build sophisticated financial and valuation models
Previous experience in the healthcare and impact investment sector is preferable
Knowledge of emerging markets and global health is preferable
Familiarity with medical device/pharmaceutical/vaccine clinical and regulatory pathways
Comfort with life sciences
Ability to bring new ideas to the investment process
Entrepreneurial attitude and highly motivated individual who is able to function at a high level in an ever-changing environment
Strong interpersonal and communication skills
Self-starter with the ability to work to deadlines and manage multiple projects effectively
Highly numerical and analytical
Minimum 7 years of relevant professional experience
Preferable advanced University degree with relevant focus for global health investing
The pay range for this position is ($150,000 - $200,000 ). Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay Show more details...
via My ArkLaMiss Jobs
posted_at: 1 day agoschedule_type: Full-time
The Role:
The Business Lead, SoFi Invest is responsible for driving growth of SoFi's Invest business. The role is responsible for leading a cross functional team of Product, Marketing, Content and others to drive growth of new and existing members and assets. At SoFi, Business Unit Leaders (BULs) and Business Leads (BLs) are the business leaders accountable for the ultimate performance of the... business - our version of GMs.
What You'll Do:
• Manage
The Role:
The Business Lead, SoFi Invest is responsible for driving growth of SoFi's Invest business. The role is responsible for leading a cross functional team of Product, Marketing, Content and others to drive growth of new and existing members and assets. At SoFi, Business Unit Leaders (BULs) and Business Leads (BLs) are the business leaders accountable for the ultimate performance of the... business - our version of GMs.
What You'll Do:
• Manage the monthly, quarterly and annual deliverables for the Invest's growth as measured by customer accounts and overall assets
• Continuously manage the prioritization of Marketing, Product and other initiatives that deliver against customer growth and engagement
• Work with the full cross-functional team (marketing, product, design, engineering, compliance, risk, and operations) for your lines of business & initiatives, to help them execute on the strategic vision
• Define and lead end to end onboarding experience across marketing, product, servicing and other functions
• Keep a pulse on industry trends and competitor actions to ensure SoFi is winning on the market
• Work with Marketing to drive optimal marketing spend
• Participate in business development activities as needed with key stakeholders
• Develop and provide regular reporting on business performance/analytics and ensure timely communication to the Executive Team and the Board
• Actively engage in shaping the SoFi Invest strategy that is in sync with the overall Member vision and integrating seamlessly with other consumer products
• Manage financial and non-financial reporting and deliverables engaging with key stakeholders across all functions. Communicate key insights from reporting to the Invest team, SoFi Executive team, SoFi Board of Directors
What You'll Need:
• Minimum of 5 years in General Management and/or top-tier strategy experience, ideally in fintech or financial services
• 10+ years of experience overall across strategic and general management roles
• Demonstrated track record of delivering business growth and hitting OKRs
• Strong focus on customer experience and convenience
• A good blend of demonstrated business, marketing, design and execution skills preferable
• Full stack operator - ability to both create and execute the business strategy; with clear objectives, but limited, ambiguous, or varied direction
• Ability to operate cross-functionally, leading and influencing colleagues over whom you have no direct authority, ultimately leading to timely tactical decision making to advance our objectives
• Flexible and collaborative approach to problem solving and ideation
• Excellent written and oral communicator
Nice To Have:
• MBA preferred
• Experience leading and building investing businesses
• Experience in consulting, investment banking, or in a similarly demanding role Show more details...
The Business Lead, SoFi Invest is responsible for driving growth of SoFi's Invest business. The role is responsible for leading a cross functional team of Product, Marketing, Content and others to drive growth of new and existing members and assets. At SoFi, Business Unit Leaders (BULs) and Business Leads (BLs) are the business leaders accountable for the ultimate performance of the... business - our version of GMs.
What You'll Do:
• Manage the monthly, quarterly and annual deliverables for the Invest's growth as measured by customer accounts and overall assets
• Continuously manage the prioritization of Marketing, Product and other initiatives that deliver against customer growth and engagement
• Work with the full cross-functional team (marketing, product, design, engineering, compliance, risk, and operations) for your lines of business & initiatives, to help them execute on the strategic vision
• Define and lead end to end onboarding experience across marketing, product, servicing and other functions
• Keep a pulse on industry trends and competitor actions to ensure SoFi is winning on the market
• Work with Marketing to drive optimal marketing spend
• Participate in business development activities as needed with key stakeholders
• Develop and provide regular reporting on business performance/analytics and ensure timely communication to the Executive Team and the Board
• Actively engage in shaping the SoFi Invest strategy that is in sync with the overall Member vision and integrating seamlessly with other consumer products
• Manage financial and non-financial reporting and deliverables engaging with key stakeholders across all functions. Communicate key insights from reporting to the Invest team, SoFi Executive team, SoFi Board of Directors
What You'll Need:
• Minimum of 5 years in General Management and/or top-tier strategy experience, ideally in fintech or financial services
• 10+ years of experience overall across strategic and general management roles
• Demonstrated track record of delivering business growth and hitting OKRs
• Strong focus on customer experience and convenience
• A good blend of demonstrated business, marketing, design and execution skills preferable
• Full stack operator - ability to both create and execute the business strategy; with clear objectives, but limited, ambiguous, or varied direction
• Ability to operate cross-functionally, leading and influencing colleagues over whom you have no direct authority, ultimately leading to timely tactical decision making to advance our objectives
• Flexible and collaborative approach to problem solving and ideation
• Excellent written and oral communicator
Nice To Have:
• MBA preferred
• Experience leading and building investing businesses
• Experience in consulting, investment banking, or in a similarly demanding role Show more details...
via Flexitime.careers
posted_at: 21 hours agoschedule_type: Full-time
The Investment Management and Finance Risk team (IMFR) within the Global Risk and Security division (GR&S) at Vanguard is responsible for providing independent investment risk oversight and advice for the firm’s internally managed assets. The team identifies portfolio & market risks, quantifies our portfolio’s exposures to these risks to help manage them, and administers the risk governance... process in collaboration with portfolio and senior
The Investment Management and Finance Risk team (IMFR) within the Global Risk and Security division (GR&S) at Vanguard is responsible for providing independent investment risk oversight and advice for the firm’s internally managed assets. The team identifies portfolio & market risks, quantifies our portfolio’s exposures to these risks to help manage them, and administers the risk governance... process in collaboration with portfolio and senior management teams. The team also conducts ad-hoc research and analysis to enhance our understanding of risks and in support of a more risk-aware culture.
What we’re looking for:
We’re looking for a self-directed experienced candidate with excellent quantitative (applied statistical analysis and programming) and communication skills, a passion for markets, buy-side risk management experience, and the ability to thrive in a dynamic environment. The role provides the successful candidate with opportunities to develop & quickly assume more responsibility within a rapidly changing & growing department.
Core Responsibilities
• Develops, implements, and maintains an effective and efficient risk management infrastructure to manage, measure, monitor, and report aggregate global equity investments risk exposures.
• Researches and evaluates best practices for equity investment and business activities to control various risks. Researches equity investment risk management policies and procedures, limits, and guidelines. Gathers and analyzes data from various equity fund management units and provides improvement recommendations.
• Develops and implements technology-based tools and metrics, and performs statistical data analysis to report, monitor, measure, and manage various aspects of equity investment risk exposures. Presents thorough, clear, and insightful analysis to senior leaders, portfolio managers, and traders.
• Develops and implements processes, tools, and techniques to evaluate and validate equity investments models. Implements ongoing model validation processes.
• Develops and maintains knowledge of financial markets, quantitative drivers, and general investment themes in order to bring an informed perspective to the risk management processes. Develops a deep understanding of Vanguard's equity investment management functional areas. Keeps abreast of current issues in business operations and incorporates changing business needs into risk analysis.
• Participates in special projects and performs other duties as assigned.
Qualifications
• Minimum of five years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Progress towards professional certification (CFA, FRM) preferred.
Special Factors
• This is a hybrid role with Tues, Wed, Thurs in the office and Mon, Fri is remote.
• Vanguard is not offering visa sponsorship for this position.
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 Show more details...
What we’re looking for:
We’re looking for a self-directed experienced candidate with excellent quantitative (applied statistical analysis and programming) and communication skills, a passion for markets, buy-side risk management experience, and the ability to thrive in a dynamic environment. The role provides the successful candidate with opportunities to develop & quickly assume more responsibility within a rapidly changing & growing department.
Core Responsibilities
• Develops, implements, and maintains an effective and efficient risk management infrastructure to manage, measure, monitor, and report aggregate global equity investments risk exposures.
• Researches and evaluates best practices for equity investment and business activities to control various risks. Researches equity investment risk management policies and procedures, limits, and guidelines. Gathers and analyzes data from various equity fund management units and provides improvement recommendations.
• Develops and implements technology-based tools and metrics, and performs statistical data analysis to report, monitor, measure, and manage various aspects of equity investment risk exposures. Presents thorough, clear, and insightful analysis to senior leaders, portfolio managers, and traders.
• Develops and implements processes, tools, and techniques to evaluate and validate equity investments models. Implements ongoing model validation processes.
• Develops and maintains knowledge of financial markets, quantitative drivers, and general investment themes in order to bring an informed perspective to the risk management processes. Develops a deep understanding of Vanguard's equity investment management functional areas. Keeps abreast of current issues in business operations and incorporates changing business needs into risk analysis.
• Participates in special projects and performs other duties as assigned.
Qualifications
• Minimum of five years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Progress towards professional certification (CFA, FRM) preferred.
Special Factors
• This is a hybrid role with Tues, Wed, Thurs in the office and Mon, Fri is remote.
• Vanguard is not offering visa sponsorship for this position.
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 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, Series 66 - 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, Series 66 - 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...
via UPS Jobs
posted_at: 2 days agoschedule_type: Full-time
Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to... cultivate your skills and take you to the next level.
Job
Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to... cultivate your skills and take you to the next level.
Job Description:
The Director of Investment Financial Planning and Accounting is responsible for managing accounting, financial reporting, audit, and administration for the UPS Defined Benefit Pension Plans (the “Plans”). He/She implements and oversees financial controls and procedures to ensure the accuracy of investment valuations and the financial books and records of the Plans. This position ensures accurate and timely preparation of pension investment disclosures required for UPS related financial statements (e.g., UPS Plan financials, UPS 10-K, etc.). This position facilitates and manages the internal and external audits of the Plans’ financials and UPS 10-K as they relate to Plan assets. He/She develops and manages relationships with stakeholders (e.g., Benefit Accounting, auditors, external investment managers, vendors, and other service providers etc.). The Director of Investment Financial Planning and Accounting ensures compliance with FASB ASC 820 and other GAAP reporting requirements related to the assets of the Plans. This position manages Senior Accounting Analyst(s) and reports to the Senior Director of Finance and Operations.
The Director of Investment Financial Planning and Accounting must have high ethical standards and a commitment to maintain fiduciary responsibilities. He/She is a detail-oriented person who shall demonstrate strong accounting proficiency along with the proven ability to conduct research to solve complex business problems and remain current on regulatory requirements. He/She will have an in-depth understanding of complex financial data (e.g. options, futures, swaps, etc.) and be able to apply advanced principles in developing actions that support strategic direction and financial reporting. The Director of Investment Financial Planning and Accounting will work closely with all members of the UPS Investment Team and possess excellent written and oral communication skills. He/She shall demonstrate strong leadership and team management abilities and enjoys working in a collaborative environment. This position requires a self-motivated and organized person who has the ability to manage concurring deliverable deadlines and can work in a self-directed manner. The ideal candidate will have knowledge of pension investments and the related accounting and financial planning aspects as well as a desire to develop a deep understanding of global capital markets including both private and public markets investment characteristics. This position must have strong knowledge of Microsoft Excel and Microsoft Power Point and be able to work with third-party platforms/databases to produce customized reports and interpret/analyze data as necessary
Employee Type:
Permanent
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
Other Criteria:
Employer will not sponsor visas for position. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.
Basic Qualifications:
Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.
Company: UNITED PARCEL SERVICE
Category: Finance & Accounting
Requisition Number: R23013359
Location: Atlanta,Georgia Show more details...
Job Description:
The Director of Investment Financial Planning and Accounting is responsible for managing accounting, financial reporting, audit, and administration for the UPS Defined Benefit Pension Plans (the “Plans”). He/She implements and oversees financial controls and procedures to ensure the accuracy of investment valuations and the financial books and records of the Plans. This position ensures accurate and timely preparation of pension investment disclosures required for UPS related financial statements (e.g., UPS Plan financials, UPS 10-K, etc.). This position facilitates and manages the internal and external audits of the Plans’ financials and UPS 10-K as they relate to Plan assets. He/She develops and manages relationships with stakeholders (e.g., Benefit Accounting, auditors, external investment managers, vendors, and other service providers etc.). The Director of Investment Financial Planning and Accounting ensures compliance with FASB ASC 820 and other GAAP reporting requirements related to the assets of the Plans. This position manages Senior Accounting Analyst(s) and reports to the Senior Director of Finance and Operations.
The Director of Investment Financial Planning and Accounting must have high ethical standards and a commitment to maintain fiduciary responsibilities. He/She is a detail-oriented person who shall demonstrate strong accounting proficiency along with the proven ability to conduct research to solve complex business problems and remain current on regulatory requirements. He/She will have an in-depth understanding of complex financial data (e.g. options, futures, swaps, etc.) and be able to apply advanced principles in developing actions that support strategic direction and financial reporting. The Director of Investment Financial Planning and Accounting will work closely with all members of the UPS Investment Team and possess excellent written and oral communication skills. He/She shall demonstrate strong leadership and team management abilities and enjoys working in a collaborative environment. This position requires a self-motivated and organized person who has the ability to manage concurring deliverable deadlines and can work in a self-directed manner. The ideal candidate will have knowledge of pension investments and the related accounting and financial planning aspects as well as a desire to develop a deep understanding of global capital markets including both private and public markets investment characteristics. This position must have strong knowledge of Microsoft Excel and Microsoft Power Point and be able to work with third-party platforms/databases to produce customized reports and interpret/analyze data as necessary
Employee Type:
Permanent
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
Other Criteria:
Employer will not sponsor visas for position. UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.
Basic Qualifications:
Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.
Company: UNITED PARCEL SERVICE
Category: Finance & Accounting
Requisition Number: R23013359
Location: Atlanta,Georgia Show more details...
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