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Senior Manager - Health & Wealth
LOS ANGELES, CALIFORNIA, UNITED STATES
...standards, and in compliance with applicable laws (Federal, State and local). Manage large complex relationships with external parties, including insurance, brokerage, consulting, recordkeeping, audit, legal and investment vendors, to ensure procedural and fiduciary requirements of the plans...
Senior Manager - Health & Wealth
SACRAMENTO, CALIFORNIA, UNITED STATES
...standards, and in compliance with applicable laws (Federal, State and local). Manage large complex relationships with external parties, including insurance, brokerage, consulting, recordkeeping, audit, legal and investment vendors, to ensure procedural and fiduciary requirements of the plans...
Phlebotomist
STOCKTON, CALIFORNIA, US
...levels and minimizing investment. Support meeting daily, weekly and monthly deadlines and maintain Center's operational records. Monitor donor retention, ensure efficient donor flow, and implement donor retention improvement and corrective action plans, as required. Ensure compliance with...
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Relationship Manager- Burbank, CA
BURBANK, CALIFORNIA, US
...driven, and detailed compliance environment Ability to think creatively and be comfortable making decisions with the support of your team Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain...
Relationship Manager - Palo Alto, CA
PALO ALTO, CALIFORNIA, US
...driven, and detailed compliance environment Ability to think creatively and be comfortable making decisions with the support of your team Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain...
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Assistant Branch Leader - Santa Barbara, CA
SANTA BARBARA, CALIFORNIA, US
Job Description: A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs...
Wealth Management Planning Consultant - Orange County, CA area
IRVINE, CALIFORNIA, US
...in accordance with compliance guidelines The Value You Deliver Handling inbound calls and emails generated by a book of clients and collaborating on customer communications Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage...
Wealth Management Planning Consultant - South Bay Area
PALO ALTO, CALIFORNIA, US
...the page to see all associated job requirements, and any responsibilities successful candidates can expect. The Expertise We're Looking For FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license Financial Services...
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Senior Manager - Health & Wealth
SPRINGFIELD, ILLINOIS, UNITED STATES
...standards, and in compliance with applicable laws (Federal, State and local). Manage large complex relationships with external parties, including insurance, brokerage, consulting, recordkeeping, audit, legal and investment vendors, to ensure procedural and fiduciary requirements of the plans...
Senior Manager - Health & Wealth
PHOENIX, ARIZONA, UNITED STATES
...standards, and in compliance with applicable laws (Federal, State and local). Manage large complex relationships with external parties, including insurance, brokerage, consulting, recordkeeping, audit, legal and investment vendors, to ensure procedural and fiduciary requirements of the plans...
Sales Associate (NYC-Based FinTech SaaS)
NEW YORK, NEW YORK, US
Job Description Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. Salary Range: 60,000 - 80,000 Per Year As a member of the IntegriDATA sales team, you inspire hedge fund and private equity firms to work smarter with...
Associate Actuary
BOSTON, MASSACHUSETTS, US
Job Description: Associate Actuary Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. Fidelity Investments Life Insurance Company (FILI) is looking for an Associate Actuary to help drive our future state of reserve...
Associate General Counsel
NEW YORK, NEW YORK, US
Evergreen Trading is a media investment firm headquartered in NYC. Please make sure you read the following details carefully before making any applications. We help brands achieve their goals by leveraging their unwanted assets to purchase media. Our unique approach allows clients to improve their...
Mandarin speaking - Stock Plan Services Associate
SALT LAKE CITY, UTAH, US
...of Your Role As an associate in Stock Plan Services, you will partner with Fidelity Workplace Investing to service our participants at the highest level possible. As a multilingual Stock Plan Associate you will be expected to provide live language support to our international participants in...
Senior Associate, Stock Plan Administration
ENGLEWOOD, COLORADO, US
...administrative support, compliance, and reporting services. Provide day to day stock plan administration support to client, may include loading new grants, handling equity vesting/distributions, crafting service requests, and managing indicative records. Act as the conduit between client's...
Manager, Compliance Advisor
MERRIMACK, NEW HAMPSHIRE, US
Job Description: The Role Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description. The Compliance Advisor is responsible for conducting compliance activities in support of Fidelity's retail annuity and life insurance business...
Fund Administration Associate
BOSTON, MASSACHUSETTS, US
...issues with auditors, compliance and custodian bank personnel if needed. Assist in product initiative tasks surrounding fund and share class mergers, launches and closings and in-kind transactions. Prepare dividend distribution rates for review by Accounting Manager. Ensure communication of...
Director Software Engineering
DURHAM, NORTH CAROLINA, US
Job Description: The Role Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. Investment Compliance Technology team is seeking a Senior Java/Scala tech lead to work on the development and enhancement of a brand-new...
Senior Legal Counsel, Fidelity Private Wealth/Institutional Distribution
SMITHFIELD, RHODE ISLAND, US
...registered investment advisers (RIA), and institutional investor issues associated with alternatives matters. Experience working with placement agents, broker-dealers, and alternatives marketplaces Experience handling private offering advertising and performance issues under FINRA...
Chapter Leader - FHA and FI Data
BOSTON, MASSACHUSETTS, US
Job Description:The Role As the FHA & FI (FAMS, High Income, Alternatives & Fixed Income) Data Chapter Leader, you blend deep data expertise & a passion for the craft of software engineering with a strong ability to coach, mentor, and develop associates. Please make sure you read the following...
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