23 jobs found in Westlake

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...

Fidelity Investments Job Description: Note Fidelity will not provide immigration sponsorship for this position The Role As a Software Engineer in Test , you will join Fidelity's Enterprise Cybersecurity business unit within the Workforce Identity & Access Management product line team. This dynamic, high-visibility team provides access lifecycle control solutions across all Fidelity business units. Your primary focus will be on test automation for our migration to an enterprise SailPoint IdentityIQ platform, which will enhance management of access rights across our global enterprise. The Expertise and Skills You Bring Education & Experience B.S. in Computer Science, Computer Engineering, or a related technical field. 6+ years of experience in software test automation for application UIs, services/APIs, and data quality. Technical Expertise Automation of functional, regression, performance, and chaos testing. Unit testing frameworks: JUnit,...

Fidelity Investments Job Description: The Role Are you inspired by complex technological challenges in a unique business domain? We are seeking a Senior Systems Analyst to play a pivotal role in analyzing, designing, developing, testing, and deploying innovative products and enterprise capabilities that support our family engagement focused web applications. In this role, you'll collaborate closely with business and technology leaders to translate vision and ideas into scalable, creative solutions delivered through agile, iterative sprints. You'll have the opportunity to expand your knowledge of business processes, explore emerging technologies, and apply your expertise to drive the success of your team and our mission. Your responsibilities include: Working closely with business partners to understand project objectives, use cases and requirements Assisting in defining project scope/backlog Partnering with solution and infrastructure architects, scrum masters,...

Fidelity Investments Job Description: Please Note: Fidelity will not provide visa sponsorship for this position. Senior Data Analytics and Insights Analyst The Role Advanced Process Solutions (APS) within Enterprise Technology is seeking a Senior Data Analytics and Insights Analyst to join our team. In this role you will provide Data Analytics and Insights to our leaders and stakeholders providing thoughtful insights that lead to executive decisions, better experiences, and outcomes. Are you known for creating compelling, actionable insights with your data and analytic skills? Come join a world-class analytics team and work in an agile way to help power Fidelity forward. The Expertise and Skills you Bring: Possess 5+ years' experience and a bachelor's degree or equivalent experience. 2+ years of demonstrated experience in Data Management, Data Analytics, or any relevant field. Demonstrated expertise in one or more of the following disciplines: Data Governance,...

Fidelity Investments Job Description: The Role As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity's Financial Wellness and Education offerings. The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets. The Expertise and Skills You Bring Experience in employee benefits communications and/or financial services preferred Client consultation experience 5+ years creating communication strategies FINRA Series 7 and 63 licenses preferred (or required within 90 days) Highly organized Ability to work independently or collaboratively based on the circumstances Creative problem solving Strong attention to...

Fidelity Investments Job Description: The Role As the SVP and Head of AI/ML Technology, you will oversee the execution of the company's AI strategy. Your responsibilities include establishing the vision for an Enterprise AI/ML Platform that encompasses every stage of the Model Development Life Cycle (MDLC), from initial experimentation through to production. Additionally, you will guide the development and deployment of standardized Core & Common AI Solutions - reusable services designed to deliver measurable business value. Achieving success means enabling secure, ethical, and impactful AI deployment throughout the organization. This position requires a technology leader who brings both engineering and product perspectives to enterprise-level artificial intelligence and machine learning infrastructure. You will ensure Fidelity can securely discover, develop, deploy, and oversee models at scale across the company. This position reports directly to the SVP & CIO,...

Fidelity Investments Job Description: The Role As the SVP and Head of Enterprise Analytics Platform, you will be responsible for defining and executing the long-term vision and strategy for the firm's analytical technology stack, which supports enterprise-wide descriptive, diagnostic, and predictive analytics at Fidelity Investments. This position is accountable for leading the strategic advancement of the analytics platform beyond its current capabilities, ensuring that it consistently delivers excellence in scalability, performance, reliability, and cost-efficiency across all Fidelity business units. Additionally, this role is tasked with overseeing both the development of future-state solutions and the effective management and governance of the existing Snowflake-on-AWS environment. This position reports directly to the SVP & CIO, Global Head of Enterprise Data and AI. The preferred locations for this role are Boston, MA; Westlake, TX; or Durham, NC, though...

Fidelity Investments Job Description: Vice President, Planning & Engagement The Role The Vice President of Planning & Engagement partners with Fidelity's largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants. As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity's participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning & Advice, our premium advice solution for plan participants. The trust you help build with your clients...

Fidelity Investments Job Description: The Role Do you find fulfillment in helping others succeed? Are you interested in joining a dynamic team focused on increasing associate knowledge and skills, driving culture and impacting broader organizational goals? In partnership with the Fidelity Intermediary Investment Client Group Sales Team, this role is essential in identifying and deploying learning solutions to help build a stronger sales team. You will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches etc. Industry knowledge & investment sophistication will be critical as you will train our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace. You will also be responsible for reinforcement training of existing knowledge and skills in addition to acting as a subject matter expert on curriculum topics and...

Fidelity Investments Job Description: Director, Debit Card Fraud Risk Fraud Risk & Control Job Description The Fraud Risk and Control's (FRC) Debit Card Team is responsible for ensuring that the Fraud Program for Fidelity's Debit Card portfolios are effectively protecting customers and Fidelity from the risk of fraud while delivering a remarkable customer experience. As a Director in the Debit Card Fraud Team, you will be responsible to support the design and oversight of the Debit Card Fraud Management Program as well as to support Debit Card related strategic initiatives with fraud control subject matter expertise. You will deliver value to the team by providing analytical insights, fraud control and debit card subject matter expertise as well as participating in the daily operation of the team to prevent and detect fraud and mitigate its impact. Specifically, you will: Design dashboards, reports and Key Performance Indicators and monitor that fraud losses,...

Fidelity Investments Job Description: The Role Our Content Studio team is looking for a multi-faceted designer to join our creative team within Workplace Marketing. We're looking for highly motivated individuals who thrive in a fast-paced and collaborative environment and are comfortable in a start-up atmosphere. As a member of this team, you will design marketing and thought leadership collateral, from PowerPoint presentations to social media graphics to data visualization-heavy whitepapers. You'll work closely with our Marketing partners to ensure that we go to market in a coordinated manner and will explore content delivery via richer formats (video, podcasts, etc.) The ideal candidate is a strong visual communicator and an energetic self-starter. Responsibilities of the role include Designing marketing collateral in PowerPoint, Adobe Creative Cloud Ensure all deliverables meet accessibility standards Managing multiple projects simultaneously The...

Fidelity Investments Job Description: Join Fidelity Fund & Investment Operations (FFIO) as a Contract Negotiator and play a critical role in supporting global derivatives trading for one of the world's leading asset managers. This is an opportunity to work on complex, high-impact agreements and collaborate with top legal and business professionals across the industry. Proficiency in equity derivatives documentation is critical to supporting a rapidly growing and strategically important area within Fidelity's Asset Management business. Key responsibilities include: Negotiate a wide range of trading agreements, including ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs), and Prime Brokerage Agreements. Familiarity with 2002 ISDA Equity Derivatives Definition Ensure documentation meets global...

Fidelity Investments Job Description: As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on Advanced Analytics initiatives and programs supporting Marketing. These initiatives will drive optimization and efficiency for Fidelity Workplace Investing (WI) Marketing across all channels (Paid, Owned, Earned, and Shared) and a diverse array of tactics. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. The Expertise We're Looking For Bachelor's or equivalent with 5+ years of experience. In depth knowledge of Marketing Analytics including Marketing Mix Modeling (MMM), incrementality testing, and omni-channel customer journey mapping. Strong knowledge of statistical and econometric methods and techniques...

Fidelity Investments Job Description: The Role This is an end-to-end Technical Solution Architecture role that spans across multiple product areas within the Cash Solutions domain. You will work with business and technology leadership to define interim and target architectures, roadmaps, and blueprints to help deliver technical products that enable business capabilities for our clients. You will be working on all aspects of architecture including infrastructure, data, security, resilience, integration, performance and others to build next generation software components at one of the largest high-volume FinTech companies in the world. You will partner with business sponsors, product owners, engineers and other architects in an agile (scrum) environment to design, test, and implement technology solutions while mentoring engineers throughout the process using architecture standards and guidelines. As a member of the architecture team, you will work with product and...

Fidelity Investments Job Description: Solutions Architect, Front End Hiring for multiple positions and experiences ranges, placement is based on your background. At Fidelity Enterprise Architecture (FEA), we are seeking an experienced User Experience Architect to drive end-to-end architecture for the Brokerage business domain. In this role, you will work directly with product teams across the retail investing space (brokerage accounts, managed services, banking services, etc) and the workplace investing space (401ks, health-insurance related accounts, etc) to design solutions that meet business priorities and initiatives. What you will be responsible for This role will be a very hands-on role driving the overall technical and experience architecture. You will be responsible for all aspects of the solution, from security to data strategy, and work closely with all areas of engineering to best align architecture needs. You will collaboratively work across other...