3 jobs found in Jersey City

Fidelity Investments Job Description: The Role We are looking for a motivated, analytical, and detail-oriented individual who will join our Planning and Operations team within the Wealth Advisory Managed Solutions (WAMS) organization. The Senior Manager of WAMS Planning will be responsible for driving effective management and prioritization for the WAMS business and technology footprint with the following core responsibilities: Drive annual planning exercises and support ongoing management of the WAMS organization's goals, KPIs, budget, multi-year-plan, headcount, and squads. Coordinate quarterly FI and WAMS scorecard updates. Drive WAMS budget management and identify areas to reallocate funds as needed throughout the year, partnering with Finance and business leads. Monitor key capabilities and gaps to advise future staffing decisions and understand capacity utilization across WAMS. Maintain connectivity across product areas and vendor/procurement teams to...

Fidelity Investments Job Description: The Role We are looking for a motivated, strategic, and execution-oriented individual who will join our Planning and Operations team within the Wealth Advisory Managed Solutions (WAMS) organization. The Senior Manager of WAMS Business Oversight will be responsible for supporting the governance and oversight of both WAMS and Fidelity Institutional Wealth Advisor (FIWA) through centralized frameworks, streamlined processes, and effective controls with the following core responsibilities: Maintain and execute governance and oversight frameworks, processes, and standards; collaborate with product leaders to drive consistent adoption of frameworks and processes. Provide oversight of service providers, including sub-advisors, model managers, and implementation managers, supporting our investment advisor (IA) sponsored products. Manage and run the WAMS & FIWA executive governance structures (committees, reporting, charters, etc.);...

Fidelity Investments Job Description: Job Title: Vice President, Wealth Strategy & Planning The Role The Vice President of Wealth Strategy and Planning will report into the Head of Wealth Strategy, working with all levels of management across the Fidelity Wealth & Brokerage Business Units. Would you like to play a central role in helping millions of Fidelity's customers reach their goals and live the lives they always dreamed of? In Fidelity's Wealth business, we serve the financial needs of millions of individual investors with a comprehensive range of investment products and services. Our common purpose as an organization is to inspire better futures for our clients, associates and Fidelity. Across our business we take great pride in building strong and lasting relationships with our clients, providing sound investment guidance, and delivering a best-in-class client experience. Core responsibilities of this role include: Aggregating competitive insights...