Fidelity Investments jobs

Senior Systems Analyst - Business Enablement, Data & Analytics 3 Locations posted: Posted Today

Client Support Specialist - Greater Sacramento, CA Area (REMOTE) 3 Locations posted: Posted 2 Days Ago

Senior Archer GRC Solution Engineer 2 Locations posted: Posted Today

Associate Wealth Advisor Stamford, CT NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. Position Summary NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. This position requires a presence in the Stamford office five days a week. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management

Associate Trust Investment Officer 2 Locations posted: Posted 30+ Days Ago

Client Support Specialist – Greater Los Angeles, CA Area (REMOTE) 9 Locations posted: Posted 2 Days Ago

Crypto Research Associate, Finance Chicago, IL posted: Posted 2 Days Ago

Principal Technology Risk Analyst 3 Locations posted: Posted 2 Days Ago

Senior Pre-Sales Solutions Consultant, Asset Finance 2 Locations posted: Posted 30+ Days Ago

Client Support Specialist - Greater Nashville, TN Area (REMOTE) 2 Locations posted: Posted 2 Days Ago

Principal Software Engineer - Oracle/PLSQL 3 Locations posted: Posted 2 Days Ago

Equity Algorithmic Execution Specialist Boston, MA posted: Posted 2 Days Ago

Director, Software Engineering (UI) Merrimack, NH posted: Posted 2 Days Ago

Director, Employer Marketing, Financial Help & Advice 3 Locations posted: Posted 2 Days Ago

Senior Manager, Business Process Improvement 4 Locations posted: Posted Yesterday

Client Support Specialist - Greater Cleveland, OH Area (REMOTE) 3 Locations posted: Posted 2 Days Ago

Planning Consultant - Jacksonville, FL Jacksonville, FL posted: Posted 2 Days Ago

Space Planner, Sr. Manager Westlake, TX posted: Posted 2 Days Ago

Client Support Specialist - Greater Philadelphia, PA Area (REMOTE) 6 Locations posted: Posted 2 Days Ago

Branch Leader- Oakdale, MN Oakdale, MN posted: Posted 2 Days Ago

Senior Analyst, European Loan Operations Dublin, Ireland posted: Posted Yesterday

Senior Fund Accountant - Private Wealth Charlotte We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: The Senior Fund Accountant will support the day-to-day fund accounting, valuation, analysis and oversight of US and non-US Funds. The Senior Fund Accountant will work closely with StepStone Private Wealth Fund Accounting and StepStone Group Monitoring and Reporting teams. Essential Job Functions: This hands-on, detail-oriented position will: - Track daily investment activity, including funding investments and overseeing investment related expenses - Managing investment portfolio forecasts, GAAP, accruals and comparison to actuals - Provide assistance with updates to portfolio management data (SPI) based on daily reconciliations - Assist in the preparation of monthly Valuation Committee materials - Oversee communications with deal teams regarding investment valuations and GP updates - Complete operational due diligence on each GP/investment - Assist in the preparation and sign-off of net asset values - Prepare workpapers and supporting documentation for the annual financial statement audit - Support the accounting team in the closing of transactions, including responding to information requests, review of allocations, review of reporting requirements and other support and analysis as needed - Track daily cash activity, including prompting administrator wires and overseeing invoice/expense payments - Managing fund forecasts and comparing to actuals - Reconcile foreign exchange

Client Support Specialist - Greater Columbus, OH Area (REMOTE) Columbus, OH posted: Posted 2 Days Ago

Account Executive New York Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can't easily access today through beautiful, scalable, and easy-to-use technology. Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company. Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup-backed by the support and stability of a Fortune 500 company. About You With a passion for sales, finance and technology, you are looking to join a collaborative sales team within a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple work streams in parallel while continuously prioritizing what's most important. You are a high-output, self-motivated self-starter, able to learn fast and execute while also thriving within a collaborative, team oriented environment. You are excited to join an early stage financial technology startup, and are motivated by the prospect of joining our sales team. You will be able to seamlessly own and maintain existing relationships with existing Flourish clients, while also being ready to build new relationships with a