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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Credit Risk Oversight organization within Global Risk and Compliance (GRC) is responsible for independently overseeing and challenging the company’s credit risk taking and credit risk management activities, including the comprehensive identification, management, and mitigation of credit risks within the company’s risk appetite.The Director will lead a team of risk professionals who conduct independent credit risk assessments of commercial rating and underwriting decisions, develop monitoring rules, review credit risk processes, and take part in projects that provide credible challenge to 1st line credit risk teams.&nbsp;&nbsp; The candidate should have experience in commercial credit risk management, data &amp; analytics, risk appetite limit setting, portfolio monitoring and relevant regulatory regulations, and guidance.Key Responsibilities:<ul><li>Conduct independent review of wholesale rating and underwriting decisions and provide credible challenge to first line teams.Assess adherence to credit policies and procedures and bank regulations.</li><li>Conduct quantitative analysis on risk management data to drive insights and recommendations for first-line teams.</li><li>Collaborate with Business Unit Risk teams to enhance decision processes or address major credit issues.</li><li>Identify credit risk metrics (e.g. KRIs and KPIs) to continuously monitor and oversee risk.</li><li>Develop requirements to support the next generation risk capabilities </li><li>Produce credit risk dashboards for AXP Risk Committees including tracking risk appetite metrics.</li><li>Analyze trends in the charge and lending portfolios and conduct deep dive analysis to understand key drivers.</li></ul>Qualifications:<ul><li>7+ years of Banking or Credit risk management experience and strong experience related to Commercial credit extension and management.</li><li>Familiarity with banking regulations, particularly those imposed by OCC and Federal Reserve.&nbsp;</li><li>Knowledge of macroeconomic trends and its impact on borrower repayment.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.</li><li>Demonstrates the courage to challenge the status quo.</li><li>Project management skills, ability to deliver high quality results while meeting deadlines, department and personal goals.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.</li><li>Experience with data-driven analytical tools is helpful (e.g. SQL, SAS, R, Python)</li><li>Bachelor’s degree with high GPA and a degree (or substantial coursework) in Finance, Accounting, Economics, or Business.&nbsp;</li></ul>Leadership Skills<ul><li>A colleague who can build, encourage, and mentor a team with a passion for risk management governance;</li><li>Strong collaboration and influential leadership skills with the ability to build positive relationships across teams and levels of seniority;</li><li>Self-confident with a strong sense of integrity and the ability and willingness to challenge and be challenged;</li><li>Ability to communicate oversight findings to credit risk peers, business partners, and senior executives;</li><li>Strong verbal and written communication skills.</li></ul>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

American Express

Director-Risk Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Credit Risk Oversight organization within Global Risk and Compliance (GRC) is responsible for independently overseeing and challenging the company’s credit risk taking and credit risk management activities, including the comprehensive identification, management, and mitigation of credit risks within the company’s risk appetite.The candidate is responsible to conduct independent credit risk assessments of commercial rating and underwriting decisions, develop monitoring rules, review credit risk processes, and take part in projects that provide credible challenge to 1st line credit risk teams. &nbsp; The candidate should have experience in commercial credit risk management, data &amp; analytics, risk appetite limit setting, portfolio monitoring and relevant regulatory regulations, and guidance.Key Responsibilities:<ul><li>Conduct independent review of wholesale rating and underwriting decisions and provide credible challenge to first line teams.Assess adherence to credit policies and procedures and bank regulations.</li><li>Conduct quantitative analysis on risk management data to drive insights and recommendations for first-line teams.</li><li>Collaborate with Business Unit Risk teams to enhance decision processes or address major credit issues.</li><li>Identify credit risk metrics (e.g. KRIs and KPIs) to continuously monitor and oversee risk.</li><li>Develop requirements to support the next generation risk capabilities </li><li>Produce credit risk dashboards for AXP Risk Committees including tracking risk appetite metrics.</li><li>Analyze trends in the charge and lending portfolios and conduct deep dive analysis to understand key drivers.</li></ul>Qualifications:<ul><li>5+ years of Banking or Credit risk management experience and strong experience related to Commercial credit extension and management.</li><li>Familiarity with banking regulations, particularly those imposed by OCC and Federal Reserve.&nbsp;</li><li>Knowledge of macroeconomic trends and its impact on borrower repayment.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.</li><li>Demonstrates the courage to challenge the status quo.</li><li>Project management skills, ability to deliver high quality results while meeting deadlines, department and personal goals.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.</li><li>Experience with data-driven analytical tools is helpful (e.g. SQL, SAS, R, Python)</li><li>Bachelor’s degree with high GPA and a degree (or substantial coursework) in Finance, Accounting, Economics, or Business.&nbsp;</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

Manager-Risk Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.The SOX Governance and Advisory team within Controllership (1LOD) plays a critical role in supporting the enterprise by developing and executing a risk-based plan to assess and enhance the company’s internal controls over financial reporting. The team utilizes a robust governance framework and testing program to manage financial reporting risk in compliance with the company’s 2LOD objectives and requirements of the Sarbanes Oxley Act.The team is looking for a Director of SOX IT Testing to build and lead a team of high-performing professionals in the review, documentation, evaluation and testing of SOX relevant IT general controls for both on-premises and cloud environments, including system security, logical and physical access, software development, change management, backup, and cybersecurity controls. The role involves extensive collaboration with Technology, internal audit, and external audit teamsThe Director, SOX IT Testing will:<ul><li>Set and communicate the strategic direction for the IT SOX testing program on an annual basis</li><li>Identify key technology and data risks relevant to ICFR and work with SOX IT Risk Advisory to mitigate risks and strengthen SOX controls</li><li>Lead the test design, documentation, and testing of IT general controls</li><li>Prepare and publish test results, including any observations/recommendations to key stakeholders</li><li>Promote innovative solutions and thought leadership within the SOX testing team</li><li>Collaborate with internal and external auditors to facilitate SOX audits and ensure timely completion and resolution of issues</li><li>Stay current on change in SOX requirements and leading practices, cybersecurity regulations, and IT risk management best practices</li></ul>Required Qualifications:<ul><li>8+ years of IT controls auditing and/or consulting</li><li>Demonstrated experience understanding risk assessment of IT processes, examining IT controls, and evaluating their design and operational effectiveness</li><li>Strong understanding of financial reporting risk and requirements of the Sarbanes-Oxley act as well as internal control frameworks (e.g., COSO)</li><li>Excellent project management, communication, and interpersonal skills, with an ability to interact and obtain buy-in from senior tech counterparts</li><li>Demonstrated history and ability to manage large teams, spread over geographies&nbsp;and with varying backgrounds</li></ul>Preferred Qualifications: <ul><li>Bachelor's Degree in Accounting, Finance, Management Information Systems, Computer and Information Science, Business, or a related field </li><li>Certified Public Accountant (CPA),&nbsp;Certified Internal Auditor (CIA), or Certified Information Systems Auditor (CISA) certification </li><li>Demonstrating thought leadership in financial reporting and IT risks </li><li>Knowledge in Oracle, security and cloud technologies </li><li>Knowledge of COSO Framework and CoBIT </li><li>Knowledge of industry best practices for technology controls including frameworks from NIST, ISO, and ITIL</li></ul>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Director - SOX IT - Risk Management - Finance

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX! <h3>The Role</h3> The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls <h3>The Expertise and Skills You Bring</h3> <ul> <li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul> <h3>The Team</h3> The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features. <h3>COVID Work Policy</h3> Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. <h3>Dynamic Working – Post Pandemic</h3> Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Fidelity TalentSource

Brokerage Operations Representative

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Salt Lake City, Utah or Westlake, TX. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day. The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Grants Analyst

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li></ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday </li></ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

Client Experience Specialist

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/tx0gn13m/fid-2025-tpbs-fca-region2.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 6:30: MT am – 10:00pm MT<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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.

Fidelity Investments

Financial Customer Associate - Salt Lake City

<h3>Job Description:</h3>The RoleOur Fidelity Private Shares (FPS) team is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. The primary responsibility of this role is supporting users of the FPS platform—through inbound support tickets, our self-help library, and other educational materials. In addition, you will assist in gathering and assembling client data for our implementation process as needed. This involves reviewing and organizing client cap table data for import into the FPS platform, so attention to detail and comfort with numbers and data is essential.Alongside this work, you will consult with our developers to solve problems and communicate customer feedback to our product team. This role will also provide opportunities to help support other initiatives that our client service team undertakes. The Expertise and Skills You Bring <ul><li>Candidates should have 3-5 years of experience supporting customers in a B2B SaaS company. No legal or technical experience is required, although familiarity with the subject matter or equity management platforms is beneficial.</li><li>Our team members possess excellent verbal and written communication skills, an ability to keep multiple projects organized and moving forward, and a willingness to dive in and learn new things.</li><li>We look for people who are empathetic, tech-savvy, and interested in working with startups from seed to mid-stage.</li><li>Familiarity with Zendesk or a similar ticket tracking product is helpful.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamOur customer success team is known among our competitors for providing great service and an easy onboarding process. We collaborate frequently with product and development teams and stay in close touch with our sales team as they bring in new clients. While we have “branches” of support and customer success, we are a small team and our collaborative, helpful attitudes are essential ingredients in our success. In addition, the Private Market group routinely collaborates with our Stock Plan Services colleagues supporting pre-IPO and public companies. <h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’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.

Client Service Manager, Private Market Client Services

<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.<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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.

Fidelity’s Licensing Accelerator Program (SIE®) - Salt Lake City, UT

<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> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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.

11 Project Management / Professional Services Jobs in Salt Lake City, UT, USA