23 jobs found in Westlake

Fidelity Investments Job Description: The Role Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, pricing, trading, mergers, and acquisitions? Then you are ideal candidate for one of Fidelity's most exciting and dynamic teams! Our goal is to hire YOU, the curious and growth-minded individual, who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your professional competence and build your professional brand. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic - these are must haves! Classes start soon. If you are driven by...

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 FFIO's Global Middle Office is seeking a highly motivated Senior Analyst to fill a role in our Reconciliation department with dynamic responsibilities. This role will be responsible for a range of the Claims Team tasks but will also assist the team with complex position confirmations. Limited opportunities for tax reclaims, audit support, and other work also exist. The Expertise and The Skills You Bring Experience with FCR and/or any type of reconciliation work strongly preferred Experience with Outlook, Word, and Excel strongly preferred Experience with InvestOne strongly preferred Knowledge of custodian, transfer agent, and auditor functions preferred Knowledge of Agile practices and an Agile mindset preferred Bachelor's or other degree preferred Highly motivated-a self-starter who is eager to learn Diplomatic: excellent communication skills Strong work ethic, motivation, and proactive Outstanding ability to...

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...

Fidelity Investments Job Description: Principal Systems Analyst The Brokerage Technology Customer Communications team, in Fidelity Wealth Technology, is looking for a passionate systems analyst to dig into legacy systems to support modernization. Our Systems Analysts work closely with architecture and software engineering to deliver a roadmap for new systems. The Purpose As a Principal Systems Analyst on the team, you will be expected to quickly gain understanding of the components of our applications, data flow, integrations and inputs and outputs of the platform. The ideal candidate should be curious, detailed oriented and collaborative. The Expertise You Have Deep knowledge of Mainframe COBOL, VSAM files, Batch/Online Process, Batch Scheduler, IOM (Input/Output Modules) and CICS. Proven experience with Structured Query Language (SQL) preferably worked with DB2, Oracle and/or Postgres and digging into data using logging tools. Proven professional...

Fidelity Investments Job Description: At Fidelity, we are seeking a highly motivated and experienced Application Security Architect to drive strategic security initiatives across our entire technology landscape. In this role, you will work directly with product and engineering teams across Brokerage Recordkeeping Technology (BRT), Trade Management Engineering (TME), and Enterprise teams to design secure solutions that meet business priorities for initiatives. The Team You will a member of the Architecture team that provides the direction, decisions and solutions for Brokerage Recordkeeping Technology and Trade Management Engineering groups. Throughout the implementation of the proposed solutions, you will work closely with the product and engineering teams and with the enterprise to lead the efforts to come up innovative Security Architecture solutions and strategies. Qualifications Bachelor's degree in Computer Science, Information Technology, or a related field....

Fidelity Investments Job Description: Director, Performance Consulting, Corporate Services The Role The Director, Performance Consultant supports associate performance and help business units meet their goals. Provides strategic consultation on projects and develops learning experiences to build workforce capability, now and for the future. You will work with leaders to scope learning requests, prioritize the team's work, to develop and deliver impactful learning solutions as well as evaluate the impact of the learning solutions. In this role you'll be accountable for the overall quality and measurability of learning products. The Expertise and Skills You Bring Bachelor Degree with ten years of experience in learning & development. Financial Services experience is preferred. Show up as a business partner with the ability to understand the business while translating learning needs and impact within the business context Provide end to end oversight to...

Fidelity Investments Job Description: Fidelity Investments Workplace Investing (WI) organization is seeking an experienced mainframe Software Engineer to join our Custom Client Solutions team within the Stock Plan Services (SPS) Technology organization. The person will play a key role in developing and delivering client specific enhancements on our Legacy Application to support our Plan Administration System. This role demands significant collaboration with members of various business and IT groups throughout the lifecycle of a typical project. Stock Plan Services administers equity compensation programs on behalf of public and private companies offering various compensations programs such as: Employee Stock Purchase Plans, Restricted Stock Awards/Units, Stock Option Plans, Stock Appreciation Rights and Performance based Awards. Currently SPS services over 1.6M participants employed by over 300 clients and spread out in 150 countries. The business is looking to further expand...

Fidelity Investments Job Description: The Role The Senior Representative, Brokerage Operations will be expected to deliver world class service to internal and external clients by settling their trade and transfer obligations timely and accurately while adhering to policies, procedures, and regulatory guidelines. The associate will utilize internal as well as external systems and partner with various departments to settle DTCC related transactions. Responsibilities will include reviewing and processing exceptions and other tasks associated with DTCC Settlements. The Expertise and Skills You Bring College degree preferred 3+ years of DTCC Settlement systems (Settlement Web; DTCC Portal; etc.) experience required Understanding of industry regulations Attention to details while being efficient and effective Ability to communicate effectively with internal and external business partners Highly motivated with the ability to complete assigned tasks in a timely...

Fidelity Investments Job Description: The Team Asset Management Compliance ('AMC') works closely with Fidelity's investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the industry. In support of the FMR and Strategic Advisers Sub-Adviser compliance programs, the AMC Sub-Adviser Oversight Team performs initial due diligence on prospective sub-adviser candidates and ongoing oversight of Board approved sub-advisers. We interact frequently with Fidelity control partners, including Legal, Treasurer's...

Fidelity Investments Job Description: SENIOR MANAGER, ENTERPRISE TECHNOLOGY HR DATA ANALYTICS AND OPERATIONS The Role Be a part of the Enterprise Technology Human Resources team! Our team is responsible for driving and delivering technology and function-wide HR and talent strategies for Fidelity Technology organization. The Senior Manager, HR Data Analytics & Operations supports HR Operations for Enterprise Technology through both ad-hoc and programmatic initiatives. Responsibilities include managing operational transactions, reports, and requests that enable HR oversight. Acting as a subject matter expert in human capital data across Fidelity's Technology organizations, the Senior Manager delivers targeted research and analytics to inform decision-making across ET, the CIO Council, and the broader technology function. The position requires strong business communication skills to collaborate with senior leaders, sponsors, peers, and suppliers, translating insights...

Fidelity Investments Job Description: Job Description: The Role As a Chapter Leader in Architecture for the Wealth Solutions Platforms , you will lead a team of architects and shape the strategic technical direction across multiple product domains and key capabilities. This role blends deep technical expertise with people leadership to deliver scalable, resilient, and innovative solutions that power Fidelity's Wealth business. You will work across all facets of architecture - including infrastructure, data, security, resilience, integration, and performance to build next-generation software components at one of the world's largest high-volume FinTech companies. In an agile (Scrum) environment, you will collaborate with business sponsors, product owners, engineers, and fellow architects to design, test, and implement technology solutions. You will also mentor engineers and architects, ensuring alignment with enterprise architecture standards and best practices. As a...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position This role offers tremendous exposure to industry leading Cryptographic processes & practices, hands-on exposure to Hardware Security Modules, exposure to Blockchain/Digital Currencies, and leading systems monitoring tools & technologies. We are looking for a new team member who can make an immediate impact and who demonstrates curiosity to learn, is willing to step up and take ownership of their projects and thrive by sharing knowledge. You will be part of a highly talented Cybersecurity Dev/Ops team that designs, builds, and supports critical solutions for Fidelity cryptocurrency infrastructure. The Expertise You Have and The Skills You Bring Bachelor's degree in computer science or equivalent technology discipline 6+ years of experience in a distributed IT Engineering and/or support function 2+ years of experience with implementing and...

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...

Fidelity Investments Job Description: Onboarding and Implementation Manager Note: Fidelity is not providing immigration sponsorship for this position The Role Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they've signed on. Your job is to bring their onboarding journey to life-making it simple, engaging, and impactful. You'll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: End-to-end implementation - Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for...

Fidelity Investments Job Description: Senior Executive Assistant The Role This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams. The Expertise and Skills You Bring * A bachelor's degree preferred, or secretarial certificate/ related work experience. * 3+ years of relevant experience preferably in a professional office environment * Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity. * Ability to be proactive and communicate effectively with all levels of Fidelity. * Possess strong Microsoft Office software experience and have the aptitude to learn new technology...

Fidelity Investments Job Description: Fidelity's Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans! Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond. You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements...

Fidelity Investments Job Description: Client Service Manager Note: Fidelity is not providing immigration sponsorship for this position The Role Fidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. In this role, you will deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform-through inbound support tickets, our self-help library, and other educational materials. Primary responsibilities include: Engage with customers to resolve issues that come through as support tickets to our team Partner with Customer Success, Sales, Product and Engineering to diagnose and solve problems Craft well written, tailored communications to help customers resolve their issues Serve as a trusted advisor with an open,...

Fidelity Investments Job Description: The Role Are you a hardworking analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with us! We are looking for a Senior Performance and Attribution Analyst, who will support multiple types of investment performance analytics including security selection, market selection, asset allocation, and risk for a broad range of Fidelity Portfolios. The Senior Analyst will respond to inquiries from the investment staff and senior leaders about attribution results and will collaborate with index, accounting, and advisor analytics data teams for attribution data needs. You will participate in new product development initiatives with advisors and the investment product groups to ensure attribution requirements are met when new strategies come to market. You will facilitate discussions with the technology team and other business partners to define requirements for each product launch or fund...