31 associate wealth advisor jobs found

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position Technical Project/Program Manager The Role As a player-coach Delivery Project Manager within a technology organization, you will provide both hands on project leadership and strategic guidance to mature BRT's project management discipline. You will partner closely with Product, Engineering, Architecture, and Delivery teams to drive execution of medium to largescale, complex technology projects delivered iteratively. You will be accountable for coordinated execution, risk and dependency management, scope alignment, and stakeholder engagement across diverse teams. You will drive the creation of Project roadmaps and release plans, lead strategic and tactical planning sessions, and ensure that BRT's scaled delivery events are productive, transparent, and aligned to strategic outcomes. As a player-coach, you will also develop the capabilities of other Project...

Fidelity Investments Job Description: Job Title: Consultant, Business Analysis The Role The primary objective of the role is to provide a wide range of consultation, analytics, and strategic support. Our contribution drives data-driven decisions, improves outcomes and financial results for the broader organization. You will be conducting consultative analytics and crafting executive level recommendations for organizational collaborators and line finance. You will also provide a broad range of ad hoc analytical support to business partners and offer mentorship to your team members. The analyses and insights delivered are important components to drive business planning and ongoing decision making! The Expertise & Skills You Bring The ideal candidate will have 7+ years in the financial service industry, with experience using data and analytics to drive and inform strategy. Capacity Planning knowledge is advantageous. Degree, experience, or equivalent experience in...

Fidelity Investments Job Description: Product Designer (Fidelity Labs - Fidelity Private Shares) At Fidelity Private Shares, we empower business innovators by simplifying the complex logistics of running a startup. We provide the tools that help founders easily raise funds from investors and reward employees with equity ownership, handling the heavy lifting of compliance and paperwork so they can focus on innovating. Join us in championing the entrepreneurs who are building the businesses that will shape our future. Situated in Fidelity Labs, we blend the fast-paced, innovative culture of a tech startup with the rock-solid foundation of a Fortune 500 company. We tackle ambitious challenges-like democratizing private markets-with the creative freedom to fail fast and iterate, all while leveraging Fidelity's vast network, data, and financial strength. It is an environment designed for builders who want to move at startup speed but demand the impact and reach of an industry...

Fidelity Investments Job Description: The Role As an integral part of the Quantitative Research and Investing (QRI) group, the portfolio optimization team is responsible for research into mathematical techniques to improve the performance, net of taxes, of client portfolios and funds. As a part of the optimization team and working closely with investment and technology teams, you will design novel mathematical approaches to solve difficult portfolio optimization problems efficiently and reliably. You will work closely with research teams to understand the breadth and scope of their optimization problems, to correctly model them in a research environment. Using your experience, you will deliver heuristics and reformulations which allow solvers to quickly converge to optimal solutions for specific classes of such problems, for both taxable and non-taxable portfolios. While your role will be focused on research, you will partner with team members to direct the implementation...

Fidelity Investments Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience,...

Fidelity Investments Job Description: The Purpose of Your Role As a critical member of the Operations and Service Group, you will provide superior service to our clients as the point of contact for Mutual Fund Product Database. The Product Database team is responsible for data integrity of Mutual Fund prospectus data and internal trading rules. This role will ensure all transactions within the Product Database Team are processed accurately, have the appropriate management oversight and/or are escalated as needed. Additional duties include assisting in project management responsibilities and partnering with the Client Service and Support teams. Individual is expected to be key contributor to a positive and inclusive workplace environment and have a strong commitment to teamwork and shared success. The Expertise we're looking For College degree preferred 3-5 years of industry-related experience in either a brokerage firm, clearing firm or mutual fund company Sub...

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: Summary Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The...

New York Life Insurance Company Location Designation: Fully Onsite Field Service Onsite Relationship Specialist Business Unit Overview Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in...