Investment Relationship Manager

About Equity TrustEmpowering individual investors and financial professionals by removing barriers to investment freedom, Equity Trust is an industry-leading custodian of alternative assets in tax-advantaged accounts. With a 45-year track record of excellence, we streamline the investment experience through optimized solutions, processes, and service.Job...

Key ResponsibilitiesAs a Client Relationship Manager, you will play a vital role in building and maintaining strong relationships with our clients.Your primary focus will be on providing exceptional service, resolving issues promptly, and ensuring our clients receive the highest level of support.

About Equity TrustWe empower individual investors and financial professionals by removing the barriers to investment freedom. As an IRS-approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.Job SummaryThis role supports the operations team in maintaining accurate and efficient...

About the RoleFidelity Investments, a leading provider of financial services, is seeking a skilled Customer Relationship Development Expert to join its team in Westlake, TX. This exciting opportunity offers a chance to grow your career while making a meaningful impact on customers' lives.Job DescriptionIn this role, you will be responsible for providing...

About the Opportunity:">This is a highly sought-after position for an experienced Operational Leadership Manager to join our team at Equity Trust Company. The role offers a competitive salary of $115,000 per year, based on industry standards and the company's commitment to attracting top talent.Job Summary:">The Senior Manager of Operations provides...

About the RoleWe are seeking a seasoned Chief Operating Officer for Investment Operations to lead our operational activities and drive growth and profitability. This role is based out of our Westlake, OH location and offers a hybrid schedule after the initial training period.Job OverviewThe Chief Operating Officer, Operations provides strategic direction and...

Job Overview">We are seeking an experienced Enterprise Training Program Manager to join our team at Fidelity Investments. As a key member of the GSI Strategy & Planning team, you will play a vital role in supporting our security training programs, communications, and cross-functional projects.About the Role">This is an exciting opportunity for a strategic...

Embark on a challenging role as a Strategic Product Manager Leader at Fidelity TalentSource LLC, where you will spearhead technology support for Employee Compliance programs. This position requires a blend of technical product and leadership expertise to deliver results.Job OverviewThis role involves partnering with cross-functional teams to influence...

About UsAt Technology Recovery Group, we value our employees and strive to create a positive work environment that promotes growth and success. We believe in investing in our people and providing them with the tools and resources they need to excel in their roles.Our company culture emphasizes teamwork, innovation, and customer satisfaction. We are committed...

Fidelity Charitable seeks a Director, Portfolio Oversight to join the Investment Operations team. This role requires a blend of financial expertise, attention to detail, and leadership skills to manage multiple teams and implement processes that optimize operational efficiency.The ideal candidate will oversee reconciliation processes ensuring accuracy,...

Job Title:Director, Workload Automation Engineering TXAbout This RoleFidelity s Capital Markets - Business Control Group plays a pivotal role in ensuring that controls function as expected and improvements are implemented in a timely manner. As an Enterprise Automation Director, you will be part of a control consulting function aiming to enhance the...

About the RoleWe are seeking a Senior Product Manager to lead the development of innovative technology solutions for our accounting and analytics business processes. As a key member of our Financial Management Technology team, you will be responsible for driving strategic initiatives and collaborating with cross-functional teams to deliver high-quality...

About the RoleAs a Senior Technology Project Manager at Fidelity Investments, you will oversee the implementation of technology projects in the Investor Center/Remote Office space. Your expertise will be crucial in ensuring timely and successful project deliveries.

About the RoleWe are seeking a highly skilled Senior Information Security Risk Manager to join our team at Fidelity Investments. As a key member of our organization, you will be responsible for managing and mitigating information technology risks that impact our business operations.

Do you have a passion for driving business growth and operational excellence? We are seeking a highly skilled Operational Strategy Manager to join our team at TravelCenters of America.Estimated Salary: $180,000 - $250,000 per yearIn this role, you will be responsible for developing and executing strategic plans and initiatives that drive revenue and net...

About the Role">As a key member of our Financial Management Technology Product Area, we are seeking a highly skilled and experienced Director, Product Owner - Accounting Reporting & Analytics Technology ">This leadership role is responsible for driving strategic initiatives and delivering business results through innovative technology solutions.">The ideal...

Company OverviewFidelity Investments is a leading financial services company with a mission to strengthen the financial well-being of its clients. We help individuals invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and...

About the RoleAs a Product Innovation Leader on our Financial Management Technology team at Fidelity Investments, you will be responsible for driving innovation and delivering cutting-edge technology solutions that improve business processes and capabilities.We are looking for a seasoned leader with experience in designing, developing, and maintaining...

Job Summary">This highly motivated role is responsible for leading technology projects in the Investor Center/Remote Office space, including project management, technology rollouts, and site openings. The ideal candidate will have experience in project planning, establishing milestones/schedules, maintaining/project status, and interpersonal skills.The...

About the Role:Fidelity Investments, a leading financial services company, is seeking an experienced Technical Project Manager to lead web application projects. This role will be responsible for translating business requirements into system requirements using JIRA and Agile/SCRUM methodology.Key Responsibilities:Collaborate with business partners and...