- 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 (Boston, MA)
- …the product strategy, development, management, and advocacy of Fidelity s suite of investment products and services we make available to institutional customers. ... on behalf of institutional clients that choose to outsource investment discretion to an external asset manager .\u00A0... industry. Current team members have a range of investment -focused product, consulting, fund research, or client -facing… more
- Fidelity TalentSource LLC (Boston, MA)
- …registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s ... Portfolio Advisory Services and through Fidelity s Wealth Management Advisory ...dynamic group, tasked with developing innovative ways to manage client investment portfolios at scale. You will… more
- Fidelity TalentSource LLC (Covington, KY)
- …environment, problem solve, and make decisions. The TeamAs a member of a dynamic Client Services Management organization, the work you do every single day will ... client issuesYou exemplify strong interpersonal skills and customer service approach to solving problems.You have ability to initiate...have a direct impact to both our Client Services Mission and Client… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The Role You will be the primary Fidelity client service contact for Defined Contribution and emerging Workplace products for some of Fidelity s ... participants. Our clients view us as a trusted partner who demonstrates expertise in client services , specializes in workplace benefits and uses the power of… 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
- 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 (Jacksonville, FL)
- …for the Book of Business with supporting functions ( Client Service Manager , Testing and Reporting Analyst) providing services through the MD to the ... experience.Series 7 & 63 required.3+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.Your retirement… 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 (Boston, MA)
- … 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
- 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 (Westlake, TX)
- …communication strategy as well as providing production consultative support and recommendations to the Client Service Team and/or client . The Sr. CPM will be ... be acquired within 120 daysFidelity experience preferredAnalytical thinking; customer service orientation; decisivenessExcellent organizational and project management skillsExcellent and… more
- Chenega Corporation (Washington, DC)
- …People and Exceptional Performance! Eagle One Solutions, Inc., a Chenega Professional Services ' company, is looking for a Project Manager to support ... a large federal IT organization. The Project Manager will support various engineering disciplines such as industrial, production systems, process systems,… 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
- Fidelity TalentSource LLC (Boston, MA)
- …Word skills required. Prior experience with JIRA a plus. Knowledge of Financial Service Industry and our Products and Services preferred, including experience ... Channel Marketing Manager Fidelity TalentSource is your destination for discovering...as well as a background working within the financial services category. The Expertise We're Looking For Bachelor's Degree… 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
