field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

job_organization_name

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant - Broomfield, CO

<h3>Job Description:</h3>The GroupHeadquartered in Boston, the High Income &amp; Alternatives division manages approximately $125B in assets under management (AUM). The group’s investments span “across the capital structure,” including high-yield bonds, leveraged loans, convertible bonds, alternative credit, structured credit, and equities. Fundamental research forms the backbone of the group’s investment process.The Real Estate Debt group is part of the High Income &amp; Alternatives division and manages approximately $10B in AUM. The group manages funds and separately managed accounts that invest in common stock, preferred stock, bonds, loans, private real estate debt and commercial mortgage-backed securities on behalf of retail and institutional investors.The RoleWe are hiring for an originator based in the Western U.S. to support our growing pipeline in that region. Reporting to the Managing Director of Research, the originator will have direct responsibility for sourcing and executing on high yielding loans secured by commercial real estate. Primary responsibilities include sourcing, underwriting, and negotiating subordinate debt. Prospective candidates should have prior experience in all facets of commercial real estate lending including upfront collateral analysis, loan structuring and closing and ongoing asset management. Familiarity with all the major real estate asset classes is preferred. The role requires a deep understanding of structured finance transactions, specifically mezzanine loan and preferred equity structures and the related documentation.The Value You Deliver<ul><li>Grow and maintain a network of origination partners and deal sponsors (owner/operators, sponsors/developers, private lenders, investment bankers, brokers, asset managers) to facilitate a steady flow of investment opportunities</li><li>Help with the collection and analysis of market data</li><li>Assess credit risk associated with commercial real estate assets</li><li>Appropriately determine real estate collateral values</li><li>Negotiate term sheets and loan documentation</li></ul>The Expertise and Skills You BringWe are seeking candidates who have the following characteristics:<ul><li>7+ years of relevant real estate investment experience, including at least 4 years of real estate loan origination experience</li><li>Strong origination partner and deal sponsor relationships</li><li>Excellent written and verbal communication skills</li><li>Strong financial analytical skills</li><li>Comfortable collaborating within a team, but also able to work independently and drive new lending opportunities</li><li>Strong work ethic and ability to meet time sensitive deadlines</li><li>Willingness to travel</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Director, Real Estate Debt Originations

Who We Are Johns Manville is a leading manufacturer and marketer of premium-quality insulation and commercial roofing, along with glass fibers and nonwovens for commercial, industrial and residential applications. Our products are used in a wide variety of industries including building products, aerospace, automotive and transportation, filtration, commercial interiors, waterproofing and wind energy.A proud member of the Berkshire Hathaway family of companies, we serve customers in more than 80 countries around the globe. We are committed to delivering positive and powerful experiences, because we are successful only when our employees and customers thrive. We are passionate, we care about people, we perform at a superior level, and we protect others and our environments.Pay Range$41,600.00-$51,000.00 AnnualThis is the base salary pay range that an applicant can expect to make upon hire. &nbsp; Pay within this range will vary based upon relevant experience, skills, and education among other factors.The Engineered Products team is looking for a part-time intern (10-15 hours per week) to support our North America Nonwovens product management team in gathering market intelligence information for portfolio specific products and realizing the sales objectives of the division.Responsibilities:&nbsp; <ul><li>Summarize Market Intelligence Reports and Trends:<ul><li>Review and condense key insights from reports.</li><li>Identify and highlight significant market trends and developments.</li><li>Develop and implement market plans.</li></ul></li><li>Update Market News:<ul><li>Regularly monitor and update the latest market news.</li><li>Disseminate important news to relevant stakeholders.</li></ul></li><li>Analyze and Report Trade Statistics:<ul><li>Collect and analyze trade data.</li><li>Prepare detailed trade reports.</li></ul></li><li>Competitive Intelligence with commercial team.</li><li>Support Portfolio Projects through Ad-Hoc Analysis:<ul><li>Provide data-driven insights for portfolio projects.</li><li>Perform ad-hoc analysis to support decision-making.</li></ul></li><li>Support Portfolio Roadmap development.</li><li>Global collaboration with NA/EU Portfolio Team.</li></ul>Requirements: (education, skills and abilities)<ul><li>At least two years of university studies in applicable field such as engineering, economics, mathematics or business.</li><li>Analytical Skills:&nbsp;Ability to analyze data and extract meaningful insights.</li><li>Research Skills:&nbsp;Proficiency in conducting thorough and accurate research.</li><li>Communication Skills:&nbsp;Strong written and verbal communication skills for summarizing reports and presenting findings.</li><li>Attention to Detail:&nbsp;Keen eye for detail to ensure accuracy in reports and analysis.</li></ul><ul><li>Proactive Attitude:&nbsp;Willingness to take initiative and support various projects as needed.</li><li>Ability to work independently and in a team environment (Solid).</li><li>Adaptability and eager to learn product management tools.</li></ul><ul><li>Work environment is typical of an office setting in Denver and 30% home office.</li><li>Timely planning: work efficiently and prioritize. You are a problem solver.</li></ul>Incumbent must be physically able to perform essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.Please Keep in Mind If you do not meet 100% of these requirements, we at JM still want to hear from you. So, if you are interested in the role, we encourage you to apply so we can learn how your skills and talents can contribute to our team.Benefits Johns Manville (JM) offers a wide range of benefits to employees. Some are subsidized by the company and others are fully employee-paid. Health benefits include a choice of comprehensive medical plans, a dental plan, vision plan, wellness program and critical illness insurance. JM sponsors a 401(k) plan which includes a sizeable company match. JM offers paid vacation and also provides paid sick and parental leave for eligible employees.Additionally, Johns Manville provides basic life Insurance, short-term and long-term disability coverage, an employee assistance program, and business travel accident coverage. Supplemental life insurance and accidental death and dismemberment insurance are available as well. The company also offers a variety of tax saving accounts; health spending account, traditional flexible spending account, and a dependent care spending account. JM also offers a tuition reimbursement program for undergraduate and certain graduate programs.Diversity &amp; Inclusion Johns Manville believes diversity and inclusion in our workplace is critical for the long-term success of our company. We are committed to retaining, developing and attracting a diverse workforce that fosters an inclusive work environment in which all employees are treated with dignity and respect. This is the right thing to do for our employees, our company and our communities. Our D&amp;I council is composed of employees from locations across North American &amp; Europe who meet regularly and work to promote and foster an environment of inclusion. Born from our D&amp;I council is our network of employee resource groups (ERGs) that are focused on supporting diverse communities in the workplace. Review more about our diversity &amp; inclusion initiatives on JM’s Career page.Incumbent must be physically able to perform essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.We are proud to be an Equal Opportunity/Affirmative Action employer. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Johns Manville

Product Management Co-Op / Intern

<h3>Job Description:</h3>Job DescriptionThe RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center. Regional Center in state of Colorado.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul>The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamicsThe base salary range for this position is $120,000 - $185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

VP, Advanced Planning - REMOTE - Denver, CO

*** This is a remote position, with a preference for candidates located in the Denver Metro area. ***Position Summary Location3 is looking for a Project Coordinator to provide project management support across client teams. This position will assist with project coordination and will support the Director of Resource Management. The Project Coordinator will be able to multitask, problem solve, and manage multiple timelines on occasion. A successful team contributor will perform tactical tasks effectively and with minimal supervision, develop collaborative relationships with team members, display communication and act proactively.In addition, the right candidate will embody our company values:<ul><li>WE LOVE NEW IDEAS - Curiosity is in our DNA</li><li>WE ARE IN IT TOGETHER - Be a person people count on</li><li>WE ARE PROBLEM SOLVERS - Thinking critically to bring solutions to the table</li><li>WE DO THE RIGHT THING - Make choices everyone can stand behind</li></ul>Location3 is committed to creating a diverse and inclusive company culture, and our team does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under law. Additionally, Location3 is committed to diverse and equitable hiring practices. If you are a candidate who identifies as diverse and would like to self-identify, please let us know. Providing this information is completely voluntary.Expected Salary - $50,000 annually depending on experience. It's Necessary<ul><li>Bachelor's degree in business administration, communications or related field</li><li>Excellent writing and communication skills</li><li>Strong attention to detail</li><li>Interest in project planning and project management</li><li>Ability to work as a team player and demonstrate adaptability</li><li>Ability to take initiative, self-starter</li><li>Positive attitude</li><li>Ability to work under pressure and multi-task</li><li>Ability to work well with others while maintaining degree of autonomy</li><li>Strong organizational skills</li><li>Proficient in Microsoft office</li></ul>About UsCreative Thinkers, Data Geeks &amp; Digital Enthusiasts - Location3 Media is a digital marketing company built to improve the findability and performance of consumer and retail brands through enterprise-level and local digital marketing solutions. Founded in 1999 and located in the heart of Denver, Location3 has a staff of 60+ full-time employees who service global, national, and local brands. More than half of Location3's client base has worked with the agency for at least three years, as Location3 improves the findability and performance of every client they partner with.Why Us?Location3 is looking for passionate people with innovative thinking who want to work with a performance-driven team. We emphasize working hard to bring our clients the results they seek and celebrating those wins together in a positive and fun work environment. We offer the benefit of being a remote work organization, but we also strongly believe that collaboration is key to driving outcomes. Our company culture, our ongoing education and training programs, and our technology infrastructure all contribute to that goal. We also believe that bonding is equally important - whether it's in-person or over Teams. We have a dedicated in-person annual company retreat that includes our annual golf day as well as remote monthly events like learning hours, team happy hours, and team trivia that help to create synergy among colleagues and teams. On top of working and playing hard together, we also offer a very competitive benefits package, complete with medical, dental, vision, matching 401K, a wellbeing stipend, every other Friday off, remote work equipment, a remote equipment reimbursement and more.

Project Coordinator

*This is a remote position, but we are currently only able to hire within the U.S.About the Company:Location3 is the preferred digital partner of multi-location brands and franchise systems, delivering enterprise strategy with local activation. Founded in 1999, we focus on helping our partners optimize their own data and technology systems, drive brand awareness, increase units and customers, and maximize revenue potential through excellence in digital marketing. Our local marketing platform, LOCALACT, gives business owners the software and support needed to also advertise their businesses online and understand local marketing performance across search, social, video, audio, display, and more. &nbsp;Location3 is committed to creating a diverse and inclusive company culture, and our team does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under law. Additionally, Location3 is committed to diverse and equitable hiring practices. If you are a candidate that identifies as diverse and would like to self-identify, you can do so in the application. In addition, the right candidate will embody our company values of being: &nbsp;<ul><li>WE LOVE NEW IDEAS - Curiosity is in our DNA</li><li>WE ARE IN IT TOGETHER - Be a person people count on</li><li>WE ARE PROBLEM SOLVERS - THinking critically to bring solutions to the table</li><li>WE DO THE RIGHT THING - Make choices everyone can stand behind</li></ul>Expected Salary: $60,000 - $70,000 annually depending on experience.The primary role of the project manager is to drive the planning and execution of campaigns, adhering to strict deadlines and defined budgets.Successful Characteristics· Optimistic leader· Ability to digest data and quickly decide what is significant and what is not· Ability to prioritize and re-evaluate priorities on the fly· Ask good questions and listen to stakeholders· Self-aware enough to understand how their communication comes across to others· Ability to communicate clearly according to a both prescribed schedule and as-needed· A level of experience in the area they are project managing· Ability to cultivate networks internally and externallyResponsibilities&nbsp;· Define project scope, goals, budgets and deliverables that support client and business goals in collaboration with client leads, planners, clients and senior management.· Develop detailed project plan including any or all of the following: work breakdown structure, Gantt charts, resource assignment matrix, budget estimate (if applicable), and critical path breakdown· Review business cases provided by clients or management· Effectively communicate project plan to team members and other key stakeholders, clearly and timely · Liaise with team and project stakeholders on an ongoing basis· Set and continually manage project expectations with team members and other stakeholders· Delegate tasks and milestones to appropriate team members· Track milestones and deadlines within project plan· Track deliverables for both team and clients· Develop and deliver progress reports and status updates to clients and stakeholders· Continue to troubleshoot areas in need of development, managing risks as they arise· Proactively manage changes to project plan, business case, or project charter and develop contingency plans for changes· Present contingency plans or changes in project plan for team for approval· Develop and present project or campaign post mortems, identifying areas for development or improvement· Develop best practices for use and management of project management software and tools by company· Serve as the information hub for team members, providing timely, accurate information as needed· Coordinate monthly and quarterly project plans· Serve as secondary client contact – client communication should center around campaign updatesPosition Requirements&nbsp;· Experience at working both independently and in a team-oriented, collaborative environment is essential· Can conform to shifting priorities, demands, and timelines through analytical and problem-solving capabilities· Reacts to project adjustments and alterations promptly and efficiently· Flexible during times of change· Ability to read communication styles of team members and clients who come from a broad spectrum of disciplines· Persuasive, encouraging, and motivating· Ability to elicit cooperation from a wide variety of sources, including upper management, clients, and other departments· Strong written and oral communication skills· Strong interpersonal skills· Adept and conducting resources and troubleshooting project-related issues and products· Must be able to learn, understand and apply new technologies and products· Customer service skills and asset· Ability to effectively prioritize and execute tasks in a high-pressure environment is crucialAbout UsCreative Thinkers, Data Geeks &amp; Digital Enthusiasts - Location3 Media is a digital marketing company built to improve the findability and performance of consumer and retail brands through enterprise-level and local digital marketing solutions. Founded in 1999 and located in the heart of Denver, Location3 has a staff of 60+ full-time employees who service global, national, and local brands. More than half of Location3's client base has worked with the agency for at least three years, as Location3 improves the findability and performance of every client they partner with.Why Us?Location3 is looking for passionate people with innovative thinking who want to work with a performance-driven team. We emphasize working hard to bring our clients the results they seek and celebrating those wins together in a positive and fun work environment. We offer the benefit of being a remote work organization, but we also strongly believe that collaboration is key to driving outcomes. Our company culture, our ongoing education and training programs, and our technology infrastructure all contribute to that goal. We also believe that bonding is equally important - whether it's in-person or over Teams. We have a dedicated in-person annual company retreat that includes our annual golf day as well as remote monthly events like learning hours, team happy hours, and team trivia that help to create synergy among colleagues and teams. On top of working and playing hard together, we also offer a very competitive benefits package, complete with medical, dental, vision, matching 401K, a wellbeing stipend, every other Friday off, every other half-Wednesday off, remote work equipment, a remote equipment reimbursement and more.

Project Manager

<h3>Job Description:</h3>Locations: West Coast Region (TX, AZ, CO, CA, WA, OR) The RoleFidelity Labs is looking for a Senior Director– SaaS Sales Executive to join a new startup. The startup’s focus is building innovative AI-driven SaaS technology for financial services. This role will be responsible for working closely with prospects and internal teams to manage a SaaS sales pipeline. Experience with successfully carrying a SaaS sales quota is a requirement. We are looking for candidates who can support a Midwest US territory.The Expertise and Skills You Bring<ul><li>High touch enterprise sales with experience driving all stages of deals (discovery calls to closing the deal).</li><li>Demonstrated experience beating sales quota. Variable compensation is based on meeting quota.</li><li>Experience scaling ARR revenue for start ups as a sales hunter. </li><li>Experience selling RegTech SaaS is preferred. Travel is required. </li><li>In-depth knowledge of the US Financial Services Compliance space with deep rolodex of senior compliance contacts is preferred.</li><li>Ability to represent the company at industry events as an expert.</li><li>Executing as a senior sales leader and closing deals by managing and growing the pipeline. </li><li>Working collaboratively with internal partners and relationship managers to source and cultivate new opportunities.</li><li>Experience utilizing a CRM (such as Hubspot) to manage sales cycles and provide accurate forecasts. </li><li>Experience managing strategic opportunities with medium to long term sales cycles.</li><li>Experience building a go-to-market strategy and corporate sales plan for new products.</li><li>You are self-driven and make things happen and show a strong desire to succeed.</li><li>You get deals done while you are client focused and passionate about delivering value for your clients.</li><li>You are a straight talking sales hunter and show integrity in all your client and non-client interactions.</li><li>Prior experience mentoring and influencing without authority is preferred. You thrive in a collaborative environment and can communicate effectively.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWe are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>.The base salary range for this position is $90,000-$204,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Sales

Sr. Director of SaaS Sales

<h3>Job Description:</h3>The GroupStrategic Advisers is hiring a Portfolio Engineer to join the Systematic Portfolio Engineering team. The role will be located at either our Boston or Denver office, working collaboratively with team colleagues in the US and Ireland. You will be part of a dynamic group, tasked with developing innovative ways to manage client portfolios at scale. Team members will work across multiple focus areas, including:<ul><li>Investment management of client managed account products at scale (monitoring portfolio characteristics &amp; risk exposures, evaluating portfolio quality and approving trades, configuring platform to implement targeted trades)</li><li>Quantitative analysis and oversight of portfolio holdings &amp; risk exposures across millions of client accounts</li><li>Investment automation &amp; platform architecture (working with our technology group to innovate on our platform, providing prototypes, requirements and business context)</li><li>Research &amp; Development to continually improve our scaled investment management methodologies</li></ul>Experience and Education<ul><li>Undergraduate degree in Finance, Economics, Math, Physics, Computer Science, Engineering or related field</li><li>Postgraduate qualification in Quantitative Finance or similar area preferred</li><li>CFA / CAIA designation preferred</li></ul><ul><li>10+ years’ experience of working in the asset management industry (e.g., fund management, investment risk management, quantitative research, trade implementation / portfolio construction, research analyst)</li><li>Experience of owning investment decisions in single or multi asset class investment strategies</li><li>Experience of quantitative approaches to investing would be beneficial</li><li>Proven ability to work effectively in a highly collaborative, team-oriented environment</li></ul>The Skills You Bring<ul><li>Solid understanding of capital markets and asset management industry</li><li>Knowledge of modern portfolio theory and quantitative portfolio construction methods</li><li>Experience of working with databases (SQL)</li><li>Ability to quantitatively analyse financial datasets (in tools like R, Python, Matlab or similar)</li></ul>Other skills and knowledge that could set candidates apart:<ul><li>Knowledge of portfolio optimization software (e.g. Axioma, Northfield, Barra)</li><li>Knowledge of tax-sensitive investment methodologies</li><li>Ability to work with object-oriented programming languages (e.g. Java)</li><li>Ability to carry out quantitative research on investment strategies</li><li>Data visualization experience</li><li>Strong communication skills (ability to convey quant analysis / research to a broad non-specialist audience)</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Portfolio Engineer

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.The base salary range for this position is - per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Customer Service

Fidelity’s Licensing Accelerator Program (SIE®)  - Denver, CO

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> The base salary range for this position is $42,000 - $60,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales

18 Project Management / Professional Services Jobs in Colorado