- Fidelity TalentSource LLC (Boston, MA)
- … Middle Office team handles all aspects of support for Fidelity s hedge fund investment manager client base. This includes trade processing, client ... for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services ?...of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s ... institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and...Portfolio Advisory Services and through Fidelity s Wealth Management Advisory … more
- SNI Certes (Minneapolis, MN)
- …a professional services firm in the MSP area who is looking to hire a Tax Manager - Client Relationship to join their team. This can be a fully remote or ... complex individual, partnership, S-Corp, Corporate and state tax returns Manage client engagements, risk management, billing and engagement profitability Be a… more
- Rose International (Atlanta, GA)
- …visibilityEstablish operational best practices around plan development, media investment management, systems and tools and streamlined measurementMinimum ... business challenges and prioritiesPreferred QualificationsExperience within both agency and client organizationsExperience working in a fast-paced, ambiguous environments, with… more
- Creative Financial Staffing (Houston, TX)
- …CPA is preferred. Experience at a large-tier public accounting firm. Experience in investment management and/or client services . Proficient in Sage Intacct ... Our investment management client is seeking an experienced Senior Accounting Manager to assist their family office sector of the organization along with the … more
- Fidelity TalentSource LLC (Boston, MA)
- …The IPM will drive new business opportunities by helping to formulate strategic investment solutions and will service clients through investment policy ... platforms. Investment infrastructure / product management support to improve investment solution offerings and implementations, including marketing, client … more
- Fidelity TalentSource LLC (Boston, MA)
- …product structure selection and design, pricing, market and competitive positioning, client portfolio positioning and articulation of investment cases for ... Job Description:RoleThe Digital Asset Product Manager will work on product development, management, strategy,...being at the forefront of developing business models in investment products and financial services and providing… more
- Fidelity TalentSource LLC (Boston, MA)
- …markets and innovation, being at the forefront of developing business models in investment products and financial services and providing effective investment ... obtained while in role). The TeamFidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to… more
- Fidelity TalentSource LLC (Covington, KY)
- Job Description:The Role A Senior Communication Manager in Fidelity Stock Plan Services (SPS) is a self-starter and an integral member of a Plan Sponsor s ... service team, responsible for developing creative and strategic multichannel communication and engagement plans for our SPS clients. We take proactive ownership in… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …eg, asset managers, banks, regulatory agencies (required)Experience with brokerage products and services , brokerage operations, or client service operations ... Job Description:Sr. Manager , Brokerage Risk The Brokerage Risk team advises...team covers a wide array of brokerage products and services including core brokerage operations, fraud, digitization and transformation… more
- Fidelity TalentSource LLC (Chicago, IL)
- … client relationships through long term mentorshipCollaborating with the Relationship Manager team company wideBeing responsible for the client contact ... Job Description:Relationship Manager As a Relationship Manager , you...your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …you will bring our clients from post-sale implementation and onboarding into ongoing service and support. You will provide administrative services and serve as ... from the very beginning, you will ensure the client recognizes the quality of service being...quality and efficiency.Collaboration within the domain and the ongoing service team will ensure services are delivered… more
- Creative Financial Staffing (San Francisco, CA)
- …Clients Responsibilities: Act as point of contact and relationship manager for client , family, and outside service providers. Manage outside service ... tax issues, investments, financial and estate planning, and philanthropy. Skills: Strong client service orientation and technical skill set, problem solving… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …lending appetite and providing continuous analysis of the risks inherent in each client s portfolio and investment strategy. \u00A0Portfolios are analyzed and ... deep dive analysis on the larger and more complex client portfolios.\u00A0Become an expert in Central Counterparty (CCP) models...closely with vendors that provide critical data and modeling services in support of the firm s stress testing… more
- Segal (Tempe, AZ)
- …targeting existing and prospective clients in the Public Sector market.The Consultant guides client service teams and plays a proactive role in mentoring and ... We are currently recruiting for a Consulting Actuary/ Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …Actuarial, Field Support (sales), and Training functions as well as our Client Communications team to position and deliver high value financial solutions.The Product ... Manager will also have a strong understanding of demographic...required.10+ years of strategic and tactical product management (Financial Services experience strongly preferred).FINRA Series 6 and 63 licenses… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:Director, Associate Technology Success Manager The Role As the Director, Associate Technology Success Manager you will be responsible for ... teams and product teams across Fidelity.\u00A0Utilizing input from over 7,000 client -facing associates and their leadership teams, you will enhance technology usage… more
- Segal (Chicago, IL)
- …skills, and impact.Strong familiarity of multiple employee benefits and/or other service offerings.Demonstrated experience and success in managing client ... providing strategic oversight to assigned and new public sector client relationships that has the effect of maximizing the...The Senior Consultant is broadly knowledgeable about the consulting services in the public sector market, and viewed as… more
- Fidelity TalentSource LLC (Covington, KY)
- …on the expectations for this role (required)Experience with brokerage products and services , brokerage operations, or client service operations including ... Job Description: Manager , Brokerage Risk The Brokerage Risk team advises...risk, compliance, legal, or audit experience at complex financial services institutions, eg, asset managers, banks, regulatory agencies (required)Technical… more
- Fidelity TalentSource LLC (Smithfield, RI)
- As a Program Manager supporting WI initiatives, you are responsible for delivering quality solutions by supporting the successful planning, execution, and delivery ... The nature of the work will vary, spanning from regulatory efforts, client commitments, organizational initiatives to product launches. This individual will be… more
