Director/Consultant, Wealth Product - Smithfield, RI

We are seeking a results-focused and motivated associate who flourishes when working with internal and external teams to deliver outstanding Credit Card products and services. · Understanding the needs and problems of our customers, by partnering with our customer research team t ...

We are advancing a multi‑year investment in Private Markets aimed at delivering integrated, technology‑enabled solutions and expanding the ecosystem that supports private asset investing. · We keep our clients at the heart of everything we do, and smart, engaged employees are ess ...

Wealth R&D Team OverviewThe Wealth Research & Development (R&D) team at State Street is a newer strategic innovation group focused on designing and delivering next-generation wealth management solutions. · This team operates as an incubator for new ideas, leveraging advanced tech ...

+Wealth business serves the financial needs of millions of individual investors with a comprehensive range of investment products and services. · +* Aggregating competitive insights from Fidelity Wealth and Fidelity Brokerage to provide unified Retail competitive intelligence* Le ...

The Director of Wealth Management Investment Narrative will partner with Strategic Advisers and Asset Management Marketing to create informational client-friendly content that communicates the actions being taken in their advisory accounts by their investment team. · ...

The Director of Wealth Management Investment Narrative will partner with Strategic Advisers (the leading portfolio manager for wealth) and Asset Management Marketing to create informational, client-friendly content that will communicate the actions being taken in their advisory a ...

+Job summary+The Vice President of Wealth Strategy and Planning will report into the Head of Wealth Strategy, working with all levels of management across the Fidelity Wealth & Brokerage Business Units. · +Qualifications+Aggregating competitive insights from Fidelity Wealth and F ...

We are seeking a Principal Product Analyst who will leverage their expertise in Business Analysis and Product Management to drive high-impact technical solutions that empower financial professionals and enhance client outcomes. · ...

We are looking for a strategic, data-driven professional to help transform how we measure and optimize performance. · In this role, you'll go beyond traditional reporting; collaborate with senior leadership to develop innovative products that provide significant understanding of ...

As Vice President of Security Architecture, you are responsible for the strategic direction for security for the systems supporting Institutional Wealth Management Services. · ...

Fidelity Institutional is seeking a senior manager to join the planning and operations team. · Develop business strategy for WAMS. · Support mid to long-term cross-organizational strategy. · Contribute to shaping an overall operating model. · ...

Join our dynamic team dedicated to business enablement and improvements as a Product Analyst leveraging your expertise in Business Analysis and Product Management to drive high-impact technical solutions that empower financial professionals. · ...

The Role · Are you passionate about making a difference by utilizing your deep understanding of Investment Products, bridging the gap between product innovation and client needs? Join our dynamic, cross-functional team dedicated to business enablement and improvements. · ...

We are looking for a strategic data-driven professional to help transform how we measure and optimize performance. · You'll synthesize data into clear impactful intelligence using advanced analytics and visualization techniques to influence key business decisions. · Collaboration ...

We are seeking a strategic and innovative leader to own and advance the ETF product strategy across our brokerage business, · Fidelity is looking for a passionate individual to shape the future of ETFs in a rapidly evolving digital investment landscape. · ...

+Job summary · Fidelity Investments is sourcing for a Campaign Manager (Data Analyst) to work in Smithfield · +ResponsibilitiesWork with structured databases and fluency in SQLSolid understanding of big data and cloud technologies like Snowflake and AWS Athena preferredDigital ma ...

The Director, Marketing – Non-Qualified Deferred Compensation (NQDC) will lead B2B product marketing efforts to support new client acquisition and ongoing plan sponsor engagement with our offering · This role is for a seasoned marketer with experience building go-to-market strate ...

+As Vice President of Security Architecture, you are responsible for the strategic direction for security for the systems supporting Institutional Wealth Management Services... · ...

Job Description · Please Note: We are unable to provide visa sponsorship for this position. · As a Senior Analyst, Channel Marketing (Owned), you will be supporting the development and execution of Owned Channel strategy, recommendations and implementation, including decisioning ...

+The Trade Service Analyst role involves troubleshooting trade related issues and providing guidance and solutions to clients. · +BS/BA Degree (preferred; or at least 2 years' experience in financial services related field) · Series 7 licensing required · General trading knowledg ...