United States or Massachusetts or New York City or Chicago or Ohio or Detroit or Houston or Boston
$88k-$107k/yrHybridFull Time
Bottom Line: Provides college access and career guidance to first-generation students.
6+ YOEBachelor's degree or equivalent experience and 6–8 years in program design, implementation, or fidelity in youth-serving, education, or nonprofit settings; requires standards, curriculum, partnership, and cross-functional leadership experience.
Vice President, Fidelity Workplace Consulting - Health & Welfare
Merrimack or Covington or New York City or Chicago or Greenwood Village or Smithfield or Westlake
$130k-$264k/yrRemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
15+ YOE15+ years managing health and welfare plans, preferably in benefits consulting or brokerage; requires client relationship, communication, financial analysis, consulting sales, and team leadership expertise.
Mission Wealth: Provides holistic wealth management and financial planning services.
2+ YOEBachelor's degree and 2+ years client service experience in financial industry; proficiency with custodial platforms (Fidelity, Schwab, TD), Salesforce, and Microsoft Office; strong attention to detail, communication, and problem-solving.
Fidelity, Schwab, TD, Microsoft Office, Salesforce
AonNYSE: AON: Global professional services firm providing risk and people solutions.
1+ YOEBachelor's degree required, 1–3 years financial industry experience, proficiency in Microsoft Suite and Adobe, CRM and custodial portal experience (Charles Schwab/Fidelity) preferred, understands money movement transactions and brokerage account types.
Microsoft Suite, Adobe, CRM, Charles Schwab, Fidelity
Regina Caeli Academy: Classical homeschool hybrid academy for Catholic families.
No teaching certification or formal experience required; training provided. Requires Catholic faith, Oath of Fidelity, strong communication, organization, punctuality, background check, Safe Child training, and mandatory training attendance.
1+ YOE1+ year RIA experience, familiarity with major custodians (Fidelity, Charles Schwab), Salesforce and Microsoft Office/G-Suite proficiency, strong communication and attention to detail; bachelor or associate degree preferred.
Salesforce, Microsoft Office Suite, G-Suite, NetDocs, Docusign
Gordon Rees Scully Mansukhani: Provides legal representation in litigation and business transaction matters.
1+ YOE1+ years insurance coverage litigation experience preferred (fidelity/crime policies a plus). Strong analytical and writing skills, ability to manage cases independently and collaborate on strategy. Submit cover letter, resume, and writing sample.
Arlington or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$94k-$294k/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
7+ YOE3+ Mgmt7+ years in Product Design; 4+ years leading product design engagements; experience with design systems, high-fidelity UI, and AI-enabled design; 3+ years coaching designers; agile experience; knowledge of AI design practices.
Wealthspire: Provides integrated wealth management and financial advisory services.
1+ YOEBachelor's degree required, 1–3 years financial industry experience, proficiency with Microsoft Suite and Adobe, CRM experience, knowledge of brokerage account types and money movement processes.
Microsoft Suite, Adobe, CRM, Charles Schwab, Fidelity
Hub International: Provides global insurance brokerage and risk management services.
2+ YOE2+ years RIA or financial services operations experience; Series 65/66 preferred; familiarity with custodial and advisory documentation; strong attention to detail and communication.
3+ YOEThree years of financial operations experience, portfolio reconciliations, Addepar or similar platform experience, advanced Microsoft Excel, custodian experience, analytical skills, and a bachelor's degree preferred.
Addepar, Microsoft Excel, Pershing, Schwab, Fidelity
Cresset: Cresset provides personalized wealth management and family office services.
10+ YOE5+ MgmtBachelor's or equivalent, 10+ years in wealth management, 5+ years managing advisor teams, proven track record in advisor development, sales management, and client relationship leadership.
Salesforce, Addepar, Microsoft Power BI, Fidelity, Pershing, Schwab
Cresset: Independent multi-family office and private investment firm.
10+ YOE5+ MgmtBachelor's degree or equivalent,10+ years in wealth management serving ultra-high-net-worth clients,5+ years leading advisor teams,strong leadership, coaching, strategic and analytical skills.
Salesforce, Addepar, Power BI, Fidelity, Pershing, Schwab
MedlineNasdaq: MDLN: Manufactures and distributes medical supplies and clinical solutions.
3+ YOERequires 3–5 years in equity administration or related HR/finance, equity plan knowledge, analytical and communication skills, confidentiality, deadline management, and Microsoft Office proficiency.
3+ YOE3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro
Tiger Analytics: Provides AI and advanced analytics consulting for global enterprises.
10+ YOERequires 10–12 years in financial services, wealth management or RIA experience, Tamarac custodial data integration, Salesforce CRM, workflow design, troubleshooting, and autonomous project ownership.
Tamarac, Salesforce CRM, Financial Services Cloud, Charles Schwab, Fidelity
San Francisco or Los Angeles or Denver or Austin or Chicago or New York City or Seattle or Toronto
$130k-$150k/yrRemoteFull Time
Invoca: AI platform for conversation intelligence and revenue execution.
5+ YOERequires 5+ years of quota-carrying B2B SaaS closing experience, complex sales-cycle expertise, AI or automation familiarity, outbound pipeline development, and strong discovery and communication skills.
AI agents, conversational AI, voice/SMS automation, Fidelity, SpringHealth