Jobs at CPP Investments
283,388 open positions
Financial Consultant - Wilmington, DE
Company: Fidelity Investments
Location: Wilmington, DE
Posted Oct 04, 2024
Fidelity Investments is seeking a Financial Consultant to join their team. The role involves engaging with clients face-to-face, offering personalized financial planning, and nurturing relationships with an existing client base. Fidelity provides a stable business model with an existing client base and institutional feeders of business. The company empowers professional growth, flexibility, and support for long-term success. The ideal candidate should have previous success in building relationships, uncovering needs, and recommending solutions. They should be FINRA Series 7 & 63 licensed, and Series 65 or 66 licensed or able to acquire these upon hire. A degree and/or other professional certifications are helpful, and Fidelity offers Tuition Reimbursement for those who do not already have a CFP or degree. The candidate should be able to thoughtfully introduce clients to different investment strategies, be coachable, collaborative, and curious, and committed to delivering an outstanding customer experience. Fidelity offers a competitive total rewards package, training, and a hybrid working model. The company values honesty, integrity, and the safety of its associates and customers within a heavily regulated industry.
Customer Relationship Advocate Career Development Experience- Covington, KY
Company: Fidelity Investments
Location: Covington, KY
Posted Oct 04, 2024
Fidelity Investments is offering a unique career development experience for Customer Relationship Advocates (CRAs). This role involves supporting customers with various financial needs, while also providing dedicated time for personal growth and career development. CRAs will learn about the financial services industry, develop skills, and gain new experiences. The first four months involve preparing for FINRA licensing exams, fully paid for and sponsored by Fidelity. Subsequent months involve taking customer calls with increasing complexity. The role offers celebration of achievements, career coaching, and opportunities for career mobility. No finance background or college degree is required. Fidelity provides comprehensive benefits, including maternal and parental leave, tuition reimbursement, and a 401(K) match.
Director, Software Engineering
Company: Fidelity Investments
Location: Other US Location
Posted Oct 04, 2024
The job description is for a Director of Software Engineering position, requiring a strong background in software engineering, Agile methodologies, and technical leadership. The role involves developing and implementing comprehensive test strategies, architecting and coordinating responsive applications, and implementing Continuous Integration/Continuous Deployment pipelines.
Financial Services Representative - Albuquerque, NM
Company: Fidelity Investments
Location: Albuquerque, NM
Posted Oct 04, 2024
Fidelity Investments is offering a Financial Services Representative position with comprehensive training and career development opportunities. The role involves supporting customers over the phone and in Investor Centers, with the potential to work remotely. The company provides paid training for Series 7 & 66 licenses, personalized support, and career guidance. Successful candidates will receive a Series 7 & 66 license, develop skills, and transition to full-time on-site work in an Investor Center. Fidelity values its employees, offering benefits such as maternal and parental leave, tuition reimbursement, and a range of health insurance options. The company is committed to fostering a culture of inclusion and diversity.
Financial Services Representative - Greenville, SC
Company: Fidelity Investments
Location: Greenville, SC
Posted Oct 04, 2024
Fidelity Investments is offering a Financial Services Representative position with comprehensive training and career development opportunities. The role involves supporting customers over the phone and in Investor Centers, with the potential to work remotely. The company provides paid training for Series 7 & 66 licenses, personalized support, and career guides. Successful candidates will receive a Series 07 - FINRA, Series 66 - FINRA certification. Fidelity values honesty, integrity, and diversity, offering flexible benefits and a hybrid working model. The company is committed to creating an inclusive culture and providing reasonable accommodations for applicants with disabilities.
Senior Manager, Platform Product Management
Company: Fidelity Investments
Location: Other US Location
Posted Oct 04, 2024
The job description is for a Product Analyst who will work with the Fidelity Workplace Investing Agile Model. The role requires strong analytical and problem-solving skills, and the ability to collaborate with teams and stakeholders. The Product Analyst will be responsible for analyzing business requirements, developing and executing business acceptance test plans, and implementing solutions to ensure high-quality products.
Financial Consultant - Santa Monica, CA
Company: Fidelity Investments
Location: Santa Monica, CA
Posted Oct 04, 2024
Fidelity Investments is seeking a Financial Consultant to join their team. The role involves engaging with clients face-to-face, offering personalized financial planning, and nurturing relationships with an existing client base. Fidelity provides a stable business model with an existing client base and institutional feeders of business. The company empowers professional growth, flexibility, and support for long-term success. The ideal candidate should have previous success in building relationships, uncovering needs, and recommending solutions. They should be FINRA Series 7 & 63 licensed, and Series 65 or 66 licensed or able to acquire these upon hire. A degree and/or other professional certifications are helpful, and Fidelity offers Tuition Reimbursement for those who do not already have a CFP or degree. The role offers a competitive total rewards package, including a stable base salary, comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off, parental leave, charitable giving employee match program, and educational assistance. The base salary range for this position is $55,000 - $75,000 per year, depending on job responsibilities, geographic location, candidate's relevant experience, and other factors.
VP, Pre-IPO Account Executive, Stock Plan Sales (Remote)
Company: Fidelity Investments
Location: San Francisco, CA
Posted Oct 04, 2024
Fidelity Investments is seeking a seasoned sales professional with 5+ years of institutional sales experience for a remote role leading sales pursuits with late-stage private companies. The ideal candidate will have a proven track record of sales success, experience with pre-IPO companies, and strong communication and organizational skills. The role involves driving growth across all geographical markets, partnering with other Fidelity businesses, and demonstrating Fidelity's capabilities. The base salary range is $112,000-$255,000 per year, with additional benefits including comprehensive health care, retirement plans, and flexible work arrangements. Fidelity values diversity and inclusion, and offers reasonable accommodations for applicants with disabilities.
Senior Institutional Client Operations Specialist
Company: Fisher Investments
Location: Camas, WA
Posted Oct 04, 2024
The Fisher Investments Institutional Group (FIIG) is seeking a Senior Client Operations Analyst to manage the onboarding of new institutional segregated and fund accounts, assist with complex client service requests, and improve current processes. The role involves working with international institutional clients, custodians, and internal teams, and requires a Bachelor's degree, 2-3 years of financial services experience, and project management skills. The compensation is $70,000 - $95,000 base salary per year in WA, with a discretionary bonus. Fisher Investments offers comprehensive benefits and a positive work culture.
Senior Application Developer
Company: Fisher Investments
Location: Plano, TX
Posted Oct 04, 2024
Fisher Asset Management, LLC is seeking a Senior Application Developer in Plano, TX. The role involves designing, architecting, and developing major components of projects, enhancing functionality of Enterprise applications, and writing functional/technical specifications. The ideal candidate should have a bachelor's degree in a relevant field and 7 years of experience in application development, particularly in financial services, insurance, or healthcare. Key skills include proficiency in Microsoft BizTalk Server, ESB, WCF Service, SSIS, C#, .Net Core, JavaScript, HTML, XML, CSS, and Azure SQL. The company offers comprehensive benefits including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO.
Senior User Experience Designer
Company: Fidelity Investments
Location: North Smithfield, RI
Posted Oct 04, 2024
Fidelity Investments is seeking a Senior User Experience Designer with 4+ years of experience in UX or related fields. The role involves leading design strategy, contributing to product strategy, and collaborating with agile teams. The ideal candidate should have a digital portfolio, strong design skills, and the ability to design across various channels. Fidelity values design and offers a range of opportunities for learning. The role supports Fidelity Brokerage and the User Experience Design team, providing simple and accessible digital experiences to customers.
Portfolio Counselor
Company: Fisher Investments
Location: Camas, WA
Posted Oct 04, 2024
Fisher Investments is seeking a Portfolio Counselor for their New Client Conversion (NCC) group. This professional-level role involves onboarding high-net-worth clients, educating them on Fisher's investment philosophy, and aligning portfolio strategies with clients' goals. The role offers a base salary, bonus, and commission, with uncapped performance-based compensation. Fisher Investments is known for its inclusive culture, learning and development framework, and exceptional benefits, including 100% paid medical premiums and a 50% 401(k) match.