4 jobs found in Covington, KY

Fidelity Investments Job Description: Compliance Director, Cash Management and Payments The Role The Compliance Director position is a role within the Wealth and Brokerage (W&B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to the Fidelity Brokerage Services (FBS) broker-dealer. This role may support a diverse variety of products and service initiatives; however, it will largely be focused on payment capabilities and cash management features. The Expertise and Skills You Bring Prior experience with payment capabilities and cash management features, such as debit cards and credit cards and the related regulations is strictly required. Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings. Familiar with and developed a payment/debit card program with a focus on policies and...

Fidelity Investments Job Description: Position Description The WI Strategic Design and Analytics Manager supports the Workplace CAPS organization, and specifically the Quality Management function, in proactive identification of significant risk and implementation or enhancement of mitigating controls, operational improvements, and automation. This position requires an organized, creative, and collaborative associate with deep risk, control, and process knowledge. Responsible for the development of automated workflows, dashboards, and data queries that support establishment of systemic controls to mitigate gaps in the control environment. This includes data-driven proactive risk identification, automation of manual processes, and providing high-quality data analysis where system reporting is not available or insufficient. The focus of this work spans all WI operational areas, requiring collaboration with management across Quality, Operations, Systems/Technology, Product,...

Fidelity Investments Job Description: Senior/Director, Client Service Manager The Role You will be the primary Fidelity client service contact for Defined Contribution (e.g., Qualified, Non-Qualified) and Workplace Benefits for some of Fidelity's largest institutional clients. As the main contact, you collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients. The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity's offering. You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service. The Team The Strategic Market CSM organization provides record keeping to more than 330 clients representing more than $1.5 trillion assets under administration and 11 million participants. Our clients view us as a trusted partner who demonstrates expertise in client...

Fidelity Investments Job Description: The Role Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences. Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results Leading the testing service team to find solutions when complex issues or errors arise. Assist in setting proper expectations for new clients (sales) and plan sponsor contacts Building the confidence of clients in Fidelity's services by offering solutions to test failures The Expertise and Skills You Bring Bachelor's Degree Required 5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing...