61 jobs found in Smithfield, RI

Fidelity Investments Job Description: Principal Data Science Engineer - Financial Crimes The Role Financial Crimes Models & Analytics is seeking a Principal Data Science Engineer to lead the design, development, and optimization of our transaction monitoring surveillance models. You will partner with our Data Scientists, Business Intelligence analysts, Investigators, and Compliance professionals to translate regulatory requirements into scalable, rules based & machine learning detection models. This role requires a unique blend of banking, brokerage, anti-money laundering (AML) & fraud knowledge, as well as data analysis, data engineering, and AI/ML expertise. If you're passionate about feature engineering, analytics, and machine learning to help fight financial crime, this is an excellent opportunity for you! The responsibilities of this role: Collaborate with team members and compliance partners to understand AML typologies and red...

Fidelity Investments Job Description: Abandoned Property Analyst The Role The objective of this role is to facilitate reconciliation, file reports and remittance of property to the states for those customers that are lost. The Expertise and Skills You Bring A bachelor's degree is required. 1-3 years' work experience in the brokerage, mutual fund or financial services industry is preferred. Intermediate level of Microsoft Office suite (Excel, PowerPoint, Word) skills preferred. Attention to detail and accuracy. Basic math skills; reconciliation experience preferred. Computer proficiency, knowledge of, or ability to learn, internal Fidelity programs (XTRAC, FBSI, CDV, etc.). Knowledge of brokerage/OSG preferred. Prepare reconciliation spreadsheets for each state related to abandoned property. Reconcile state accounts and produce reporting records as necessary for each state. Communicate with state administrators or their agents to obtain...

Fidelity Investments Job Description: Strategy, Communications, and Engagement Analyst The Role The Strategy, Communications, and Engagement Analyst, will support the critical initiatives in the Process Improvement vertical. In this role, you will be responsible for coordinating and delivering quality solutions that meet business objectives by providing strong business operations and communications stakeholder engagement expertise to partners throughout Fidelity's fraud risk organization. The Expertise and Skills You Bring 2+ years of experience in strategic communications or project management Experience contributing to complex, multi-workstream programs Experience working in fast-paced, matrixed environments, ideally within technology or financial services organizations Strong verbal and written communication skills with experience building executive presentations Experience presenting to senior leadership Financial services experience preferred...

Fidelity Investments Job Description: The Role We provide outstanding customer service to clients through innovation, dedication and commitment to quality! The Client Training Specialist is responsible for delivering product, operational services, and technical Wealthscape platform training, and consultative services to registered investment advisors (RIA's) virtually or in person. We are considered a subject matter expert on the products and services the company offers and assist in the development of training materials and documentation. The Expertise You Have Bachelor's degree or equivalent work experience Series 7 and 63 licenses required. Series 63 can be obtained within 90 days 4+ years of work experience in either a financial services or brokerage company Training Delivery experience preferred The Skills You Bring Proficiency with MS Office tools; specifically, Power Point and Excel Superior knowledge of FCCS products and services preferred...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. Senior Software Engineer in Test The Role Fidelity is seeking a Senior Software Engineer in Test to join the Fidelity Institutional Technology Development team. In this role, you will apply strong software development and test automation expertise to design, test, deploy, and maintain high-quality solutions, with a focus on improving delivery speed, efficiency, and overall product quality. You will partner closely with Agile team members to lead quality practices across the development lifecycle, including defining and implementing test strategies, building automation frameworks, and developing automated and functional tests (unit, integration, and end-to-end). The role also involves driving quality within CI/CD pipelines, performing quality inspections and audits, coaching developers on quality best practices, and collaborating on test coverage, release...

Fidelity Investments Job Description: Senior Executive Assistant The Role The administrative staff at Fidelity plays a vital role in the company's success, and the individuals serving in these positions are recognized by their colleagues as key members of their group, department, or interpersonal team. You will work directly with, and provide support to, management at all levels of the company and frequently share best practices. As an important member of the FI IWMS Admin Team, you will provide comprehensive administrative support to executives. In this role, you will support team members with day-to-day administrative needs and directly interact with business partners. You will be asked to prioritize multiple tasks simultaneously and serve as the point of contact in a multifaceted, fast-paced business environment. The Expertise and Skills You Bring Bachelor's degree is strongly preferred, but not required Must have 5+ years of senior executive admin...

Fidelity Investments Job Description: Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For Proven Leadership Experience Previous Management or Leadership Experience in financial services is a plus Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days The Purpose of Your Role The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to...

Fidelity Investments Job Description: Legal Product Manager The Role: This product manager will be a key member of the asset management legal team and provide legal support to our attorneys and business partners across a diverse range of private investment vehicles and fund structures. You'll assist in the fund of fund investment transactional process and support the formation, organization and ongoing administration of private funds. The Skills and Expertise You Bring: BA or BS degree; paralegal certificate strongly preferred. A minimum of 7+ years of relevant experience within a corporate legal department, law firm or financial services environment. Experience with alternative investment products and private markets is required, with support of a high-volume transactional practice a plus. Proficiency in Microsoft 365 applications - Outlook, Word, Excel, PowerPoint. Exceptional judgment, problem-solving skills and intellectual curiosity. Highly organized,...

Fidelity Investments Job Description: Communications Manager, Retail Leadership Communications The Role As a Communications Manager for Retail Leadership Communications you will work directly for the VP, Retail Leadership Communications, who oversees leadership communications for strategy, finance and HR across the Wealth & Brokerage business units. You will support the development and execution of internal communications programs that support business objectives and align with Fidelity enterprise priorities. While aligned to internal communications initiatives for this business, this role will also engage and support the needs of the external communications team, providing a unique opportunity to develop both internal and external communications skills. The Expertise and Skills You Bring Bachelor's degree 3-5+ years of relevant experience Financial services knowledge preferred Constantly exploring new, creative, and engaging ways to engage employees...

Fidelity Investments Job Description: Planning and Advice Associate As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationshipbuilding, planning, and service to sales skills through a structured development path with comprehensive training and licensing support. Key Responsibilities As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations. Guide clients using Fidelity's planning tools, research, and investment solutions. Handle inbound...

Fidelity Investments Job Description: The Role As a member of the ET Vendor Management team, you will lead a portfolio of moderate to high complexity vendors across Enterprise Technology and supporting the team with other critical initiatives. This role requires a strong focus with vendor risk, vendor performance and impacting overall financial benefit to the firm. You will collaborate with ET Business partners to support their goals and initiatives, while holding our external vendors accountable through contract compliance. The primary vendors in this opportunity will focus on vendors within the ET ecosystem. The Expertise and skills you bring: Bachelor's degree required or equivalent (and relevant) experience. 5 plus years of relevant experience in Vendor Management, Procurement or Risk related roles. You are an excellent communicator and have strong facilitation, able to influence others and comfortable with interacting with all levels of the organization. You...

Fidelity Investments Job Description: Job Title: Director, Proposal Services Note: Fidelity will not provide immigration sponsorship for this position The Role The Director of Proposal Services leads a highperforming team responsible for delivering worldclass sales collateral that drives growth and retention across Workplace Investing (WI). You will oversee Sr. Proposal Consultants and Team Leads who support sales pursuits and client retention across all WI products and segments, from CORE to Strategic. In this role, you provide strategic direction and daily leadership, serve as a primary escalation point for Sales and Managing Directors, and implement strategies that elevate quality, efficiency, and overall sales effectiveness within the Sales Optimization, Acceleration, and Retention (SOAR) organization. Your mission: create an exceptional sales and retention experience for clients and prospects while fostering meaningful career development and vitality for...

Fidelity Investments Job Description: Role The Prospect Development Specialist will be responsible for marketing Fidelity Family Office Services (FFOS) to internal business partners, driving new business opportunities from these channels while supporting our Sales Executives with strategic new business wins. The PDS, will have the opportunity to think creatively about how to message the FFOS offering, manage a sales pipeline and engage directly with some of Fidelity's most sophisticated investors. Role Objectives Internal Channel Development Own and manage relationships with internal business partners (PI Phones/Branches, SPS, FCM, ERG, CGF, WI, etc.) to create new FFOS sales opportunities Ensure FFOS value proposition is communicated effectively and associate population understands what a profile relationship look like Create a repeatable cadence of communication to maintain heightened associate awareness Efficiently manage sales pipeline Profile...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position The Role As the Delivery Program Manager for a defined body of work, you will partner with multiple Product Teams to deliver a medium to large-scale, complex Program in iterations. We value the ability to closely partner with leaders, engineers, architects, and teams across business units. You will be accountable for coordinating, improving, and maximizing delivery of value across multiple Product Teams; working with leaders to facilitate scope of work and prioritization; and help to develop Program roadmaps and release plans. You will also develop and drive the Program's execution strategy and will be accountable for ensuring that the scaled events take place and are productive and positive. You will facilitate both strategic and tactical discussions with the Product Teams and Delivery teams to achieve a common objective. Additionally, you will: coordinate...

Fidelity Investments Job Description: Job Description The Asset Management Technology, Graph Technology Team is seeking a highly motivated Full Stack/Machine Learning Engineer. You are passionate about building and deploying production-grade AI applications in the finance domain. In this role, you will be a key technical contributor, owning the entire lifecycle of ML-powered applications. You will collaborate closely with investment professionals (such as quants and portfolio managers) to design, build, deploy, and maintain end-to-end solutions that drive investment decisions. THE EXPERTISE AND SKILLS YOU BRING An advanced degree or equivalent experience in Software Engineering, Computer Science, or a related technical field. 4+ years of experience in a full-stack software or machine learning engineering role, with a proven track record of shipping end-to-end ML products. Strong proficiency in building scalable backend services and APIs (e.g., using...

Fidelity Investments Job Description: The Role As a member of the ET Vendor Management team, you will be responsible for managing a portfolio of low to moderately complex vendors across Enterprise Technology and supporting the team with other initiatives. This role will have a strong focus with vendor risk, vendor performance and impacting overall financial benefit to the firm. You will collaborate with ET Business partners to support their goals and initiatives, while holding our external vendors accountable through contract compliance. This role will provide vendor management support to multiple groups within the ET business unit, providing exposure to various lines of businesses, and provides a unique opportunity for growth within the Vendor Management organization. The Expertise and skills you bring Bachelor's degree or advanced degree. Minimum 5 years experience You have familiarity with Vendor Management and/or Procurement tools and processes You are organized...

Fidelity Investments Job Description: The Role As a member of the Enterprise Technology Vendor Management team, you will lead a portfolio of medium-to-high complexity technology vendors across Enterprise Technology. This role requires a strong focus on vendor risk, vendor performance and impacting overall financial benefit to the firm. You will collaborate with Business partners across multiple functional areas to support the vendor technology strategy across the organization. You will lead performance oversight to ensure our external vendors are accountable through contract compliance. The primary vendors in this opportunity will focus on vendors supporting large and complex vendors, however may include other vendor segments as needed. The Expertise You Have: Bachelor's degree required or equivalent (and relevant) experience. 7 plus years of work experience in Vendor Management, Procurement or Risk related roles. Extensive Fidelity expertise and work experience...

Creative Circle Our financial services client is looking for a Conversation Designer to join their team! This is a 40 hr/week, hybrid role. Candidates can be located in Westwood, MA, Charlotte, NC, Johnston, RI, Iselin NJ, or Plano, TX! The Conversation Designer will be responsible for creating, refining, and optimizing natural, human like voice interactions within our AWS Connect IVR system. This role will focus on designing intuitive conversational flows that enhance the customer experience and improve the effectiveness of our Voice Bot. Key Responsibilities: - Design conversational workflows and dialogue scripts for AWS Connect based IVR experiences. - Develop voice interaction models that align with business goals, customer needs, and best in class conversational design principles. - Collaborate closely with product, engineering, and operations teams to ensure smooth implementation of designed experiences. - Analyze call data and customer feedback to identify...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. ***For local applicants, the role will follow a hybrid schedule during the training period and...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of the Role: The Sales Assistant provides comprehensive administrative, operational, and client service support to the sales team, helping ensure the timely execution of sales activities and a high-quality client experience. This role is responsible for maintaining accurate records, supporting proposal and presentation development, coordinating schedules, and assisting with day-to-day sales operations. The Sales Assistant collaborates closely with cross-functional teams to support business...