5 financial advisor jobs found

Fidelity Investments Job Description: The Role The Senior Manager, Trade Operations is responsible for managing day to day operations of the equity settlement team based in Merrimack in markets across the US Canada and Latin America region. Reporting locally to the director of trade operations, the senior manager of Equity operations will partner closely with their colleagues and peers in both the Dublin, HK and US teams to ensure that all trades executed by our trading desks are getting confirmed, matched and settled in line with internal controls and procedures. Ensure that all equity trades are confirmed, matched, and settled on time. Identify changes to the operating environment it is of pivotal importance that these are communicated out to the wider Fidelity group so that lessons can be learnt and experiences shared. Operating to strict quality limits, the Senior Manager will be heavily involved in maintaining quality and ensuring work efficiency and best...

Fidelity Investments Job Description: The Role As an ETF & Alternative Asset Analyst Team Lead within the ETF Operations team, you will be involved in all aspects of operations performed by the team. In conjunction with building and maintaining AP relationships, the focus on this team will include trade confirmation, instruction, settlements and use of collateral. This will be a collaborative role with the rest of trade operations and the ETF services organization in Fidelity's Fund and Investment Operations (FFIO). Handle AP inquiries related to creation/redemption activity Provide expertise in ETF product development and implementation Provide training as subject matter expert (SME) Provide ETF subject matter expertise and knowledge to support development of Fidelity's ETF capabilities Create / update operational processes and procedures for new products Works to recommend changes to systems, processes, responsibilities, etc. Participate in testing of new...

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: We are seeking a detail-oriented and collaborative Quality Assurance P roduct Analyst to support the full product development lifecycle. This role is responsible for gathering and documenting detailed front-end requirements, defining testing strategies, and executing product acceptance testing to ensure high-quality product delivery. This role will work closely with product managers, engineers, and business stakeholders to translate business needs into actionable user stories and ensure solutions meet expectations through detailed testing. Responsibilities include: Discovery & Requirements Definition Write and maintain detailed requirements that meet the Definition of Ready Collaborate with UX, Legal, Compliance, Risk, and Business stakeholders to define product requirements and ensure alignment with regulatory and operational standards Maintain and update analysis artifacts (e.g., use cases, process flows, business...