Investment Account Specialist

Job SummaryThe Investment Operations Specialist plays a critical role in ensuring the smooth processing of non-traditional investment requests. This position is responsible for reviewing submissions to verify that all necessary documentation is included and that ownership is properly established through the client's self-directed IRA.Key...

*This position is eligible for a hybrid schedule after the probationary period.JOB SUMMARY:The Client Account Operations Specialist within the Account Services and Transfers division is responsible for accurately and efficiently processing new client accounts, managing incoming and outgoing transfers, and handling file maintenance requests in accordance with...

Job Description:Fidelity TalentSource LLC is seeking a highly motivated and detail-oriented Investment Sales Associate to join our team. As an Investment Sales Associate, you will be responsible for consulting with financial advisor clients via phone and Zoom, providing valuable market insight, investment product overviews, and portfolio construction ideas...

Job Description:The RoleThe Director, Alternative Accounting will oversee all aspects of accounting operations across a wide range of product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and Crypto. This role requires expertise in daily deliverable oversight, pivotal initiatives, business performance evaluation, and executive...

Job OverviewThe Onboarding Specialist for the Sales EI team plays a crucial role in supporting institutional relationships by serving as a point of contact for establishing and funding new accounts. This position requires a strong focus on enhancing and expanding client relationships to improve client satisfaction and provide additional opportunities or...

Job SummaryThe Operations Associate II for the Account Services and Transfers department plays a critical role in ensuring the seamless processing of new accounts, incoming and outgoing transfers, and file maintenance requests. This position requires a high level of accuracy, efficiency, and attention to detail, as well as excellent customer service and...

Job Description:The Director, Alternative Accounting is a key member of the FFIO Alternative Accounting Team, responsible for overseeing all aspects of accounting operations across various product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and Crypto. This role requires expertise in daily deliverable oversight, pivotal...

Job Description:The Director, Alternative Accounting is a key member of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. This role is responsible for overseeing all aspects of accounting operations for Fidelity's alternative products, including fund structures with varying complexities. The successful...

Job Title: Director, Alternative AccountingAbout the Role:The Director, Alternative Accounting will oversee all aspects of accounting operations for Fidelity's alternative products, including fund structures with varying complexities. This role requires expertise in partnership accounting, investor allocations, and complex management and incentive fee...

Job Description:The RoleThis position is a member of the FFIO Alternative Accounting Team and is responsible for overseeing all aspects of accounting operations across a wide range of product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and Crypto. The role requires expertise related to daily deliverable oversight, pivotal...

Job SummaryThe Senior Accounting Director will oversee all aspects of accounting operations across a wide range of product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and Crypto. This role requires expertise in daily deliverable oversight, pivotal initiatives, business performance evaluation, and executive relationship...

Job Description:We are seeking a highly motivated technologist and leader to join our support organization as a Principal Site Reliability and Support Specialist.In this role, the resource will serve as a production support and SRE specialist for supporting FFIO Business Units Infrastructure and Applications.Your key partners are Fund Accounting, Pricing,...

Job Description:The Director, Alternative Accounting is a key member of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. This role is responsible for overseeing all aspects of accounting operations across a wide range of product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and...

Job Summary:Fidelity Workplace Investing is seeking a professional individual with a strong interest in supporting Fidelity Health You will be a leader in the Reimbursement Account Services organization, a dynamic team, supporting a fast-growing product. You will be dedicated to supporting a team of Reimbursement Account Managers who have responsibility for...

{"Job Overview": "At Equity Trust, we empower individual investors and financial professionals to achieve their investment goals. As a Dedicated Operations Associate, you will play a critical role in delivering exceptional client experiences and ensuring the smooth operation of our business.Responsibilities and Duties:* Process new client accounts, incoming...

Job Title: Account Executive IIAt Equity Trust, we are seeking a highly motivated and results-driven Account Executive II to join our team. As an Account Executive II, you will play a critical role in creating leads and opportunities by profiling prospects and developing new business relationships.Key Responsibilities:Develop and execute sales strategies to...

Job OverviewThe Account Executive plays a crucial role in creating leads and opportunities by profiling prospects. This position requires a full-time schedule in-office and involves making outbound phone calls to leads with current and past interest.Responsibilities and DutiesQualify prospective clients and educate them on potential benefits and how...

Job Description:The Contract Specialist will manage the contracts team mailbox by assisting internal business partners with their requests and questions. This role will work closely with sales, relationship management, and implementation teams to drive efficient contract processes in support of Fidelity's defined contribution, defined benefit, tax-exempt,...

Job Description:Fidelity Investments is seeking a talented individual to join our Early Career Operations Program, a comprehensive experience designed to prepare recent graduates for a career in operations. As a participant in this program, you will be placed in a full-time position and immersed in our business team from day one.The Fidelity YOU Program...

Job Description:The Contract Specialist will manage the contracts team mailbox by assisting internal business partners with their requests and questions. This role will work closely with sales, relationship management, and implementation teams to drive efficient contract processes in support of Fidelity's defined contribution, defined benefit, tax-exempt,...