JOB DESCRIPTION: The Expertise We’re Looking For Innovative leader with a passion for FinTech, a deep understanding of the wealth management industry and broader landscape of new entrants Experience working with large wealth management firms (with a focus on broker dealers, large RIAs/MFOs), and banks, passionate about technology strategy and empowerment Accomplished in developing technology strategy, crafting solutions and implementing and leading change 10 years wealth management, FinTech or related experience BS/BA degree required Series 7 & 63 required (pass within 90 days) The Purpose of Your Role The Vice President, Technology Consultant leads engagements with large wealth management firms that are looking to develop and implement a technology strategy to drive business results. You must be proficient in understanding the trends, opportunities and challenges facing these firms, as well as the impact and opportunities these create. You will work with C-Level firm executives...
Jan 20, 2021
JOB DESCRIPTION: The Expertise We’re Looking For Innovative leader with a passion for FinTech, a deep understanding of the wealth management industry and broader landscape of new entrants Experience working with large wealth management firms (with a focus on broker dealers, large RIAs/MFOs), and banks, passionate about technology strategy and empowerment Accomplished in developing technology strategy, crafting solutions and implementing and leading change 10 years wealth management, FinTech or related experience BS/BA degree required Series 7 & 63 required (pass within 90 days) The Purpose of Your Role The Vice President, Technology Consultant leads engagements with large wealth management firms that are looking to develop and implement a technology strategy to drive business results. You must be proficient in understanding the trends, opportunities and challenges facing these firms, as well as the impact and opportunities these create. You will work with C-Level firm executives...
JOB DESCRIPTION: Customer Knowledge and Strategic Insights: Director, Analytics and Research, Women’s Team Are you passionate about analyzing different data sources (e.g., customer attributes, transactional history, digital activity, phone call recordings, research surveys, etc.) to uncover key patterns to drive strategic decisions? Do you have a demonstrated track record of generating the insights that help teams develop great customer experiences? If yes, come join a world-class analytics and research team and work in agile way to help teams create the best customer experiences in the Financial Services industry. The Team As part of CKSI (Customer Knowledge & Strategic Insights Group) and embedded in the Women Investors Team, you will work with an existing team of passionate cross-functional members to understand women’s mindset and insights and collaborate across Personal & Workplace Investing to test, define and deliver engaging experiences for women, share learnings and...
Jan 20, 2021
JOB DESCRIPTION: Customer Knowledge and Strategic Insights: Director, Analytics and Research, Women’s Team Are you passionate about analyzing different data sources (e.g., customer attributes, transactional history, digital activity, phone call recordings, research surveys, etc.) to uncover key patterns to drive strategic decisions? Do you have a demonstrated track record of generating the insights that help teams develop great customer experiences? If yes, come join a world-class analytics and research team and work in agile way to help teams create the best customer experiences in the Financial Services industry. The Team As part of CKSI (Customer Knowledge & Strategic Insights Group) and embedded in the Women Investors Team, you will work with an existing team of passionate cross-functional members to understand women’s mindset and insights and collaborate across Personal & Workplace Investing to test, define and deliver engaging experiences for women, share learnings and...
Business Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Business Analyst to work in Westlake, TX or Smithfield, RI. Are you an analytically minded individual who is intellectually curious, thinks critically, takes initiative and has a passion for learning new skills? Our team transforms the trading and investing experience for its customers. With the constantly evolving competitive landscape within financial services, and the rise in mobile investing and Fintech disruptors, there is constant demand for strategic problem solvers with analytical skills to drive new initiatives. Join a world-class brokerage team and work in an agile way to inform the creation of the best customer experiences and go-to-market strategies in the Financial Services industry. The Team The Brokerage Chapter is a collection of deep subject-matter experts with a mission to provide best in class digital...
Jan 20, 2021
Business Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Business Analyst to work in Westlake, TX or Smithfield, RI. Are you an analytically minded individual who is intellectually curious, thinks critically, takes initiative and has a passion for learning new skills? Our team transforms the trading and investing experience for its customers. With the constantly evolving competitive landscape within financial services, and the rise in mobile investing and Fintech disruptors, there is constant demand for strategic problem solvers with analytical skills to drive new initiatives. Join a world-class brokerage team and work in an agile way to inform the creation of the best customer experiences and go-to-market strategies in the Financial Services industry. The Team The Brokerage Chapter is a collection of deep subject-matter experts with a mission to provide best in class digital...
