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Manager, Asset Management Risk (Crypto) Note: Fidelity is not providing immigration sponsorship for this position. The Manager, Asset Management Risk (Crypto) is responsible for delivering operational risk oversight for Fidelity Digital Asset Management and its related businesses. In this role, you will work across business, technology, product, legal, compliance, and operations to assess operational readiness for launching innovative crypto and blockchain products. You will evaluate, communicate, and manage operational risks associated with digital-asset initiatives and emerging regulatory developments, while developing tools and analytics to monitor operational risks across Fidelity’s digital‑assets ecosystem. The ideal candidate brings experience shaping end‑to‑end product operating models, identifying control gaps early, and partnering closely with product teams to embed strong risk and control practices throughout the product lifecycle. They possess deep technical and business expertise across blockchains, token standards, cryptocurrency products and services, and the broader DeFi ecosystem, paired with exceptional communication, presentation, and writing skills. We are seeking a strategic problem solver with a consulting mindset, creativity, analytical rigor, outstanding organizational skills, and meticulous attention to detail. The candidate should also demonstrate an entrepreneurial mindset—proactively seeking answers, driving resolution in ambiguous environments, and navigating novel blockchain‑related risk concepts with confidence. They must be comfortable operating amid uncertainty, independently exploring solutions, and shaping frameworks where established guidance may not yet exist. Support the development and launch of innovative new products involving crypto and blockchain technology in a risk-managed way Perform proactive and targeted data analysis and risk assessments to identify risks for management. Protect Fidelity by demonstrating and furthering standards related to process/risk/control frameworks and risk assessments as they relate to crypto products. The Expertise and Skills You Bring 5+ years of relevant work experience, ideally building crypto/blockchain products and services Deep understanding of blockchain features and capabilities, including but not limited to: • Blockchain transactions and the ability to conduct blockchain analysis, with experience in trade execution, settlement, and reconciliation processes for crypto assets, • Blockchain Architecture (L1s, L2s, cross-bridges, and oracles), • Crypto market structure (trade execution venues, derivatives market, regulatory frameworks, and liquidity providers), • Tokenization (on-chain asset creation, token standards, use cases, operational considerations), • Smart Contracts (vulnerabilities, permission structure, interpreting audit reports), • Staking (e.g., delegation models), • Crypto custody (hot/cold wallets, private key management, and working knowledge of multi-signature vs multi-party computation arrangements) Strong interpersonal skills, with a demonstrated ability to partner and influence across the organization and collaborate in an interdisciplinary fashion Dexterity in cultivating close working relationships with business, technology, operations, legal, and compliance teams Comfort navigating ambiguity and working in a high-growth, fast-paced environment Demonstrated ability to operate autonomously to achieve results in a dynamic organization where priorities shift to meet evolving business needs Executive level presentation skills Natural intellectual curiosity, initiative, and love for learning new skills and capabilities, with a desire to stay abreast of the latest innovations across the industry Financial services experience, in combination with the skills mentioned above, is preferred Project management experience a plus Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & programming languages, a plus CFA and/or FRM certifications a plus Bachelor’s degree required The Team Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-$153,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Risk

The Role We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products. This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments. The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change. Key Responsibilities Strategic Platform Architecture Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems. Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services. Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data. Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement. Organizational Design & Leadership Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision. Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments. Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability. Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance. Governance and Controls, Technology, Infrastructure & Integration Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms. Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities. Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity. Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards. Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios. Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains. Cross-Functional Leadership & Stakeholder Management Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance. Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies. Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives. Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline. Industry & Ecosystem Engagement Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations. Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms. Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets. Qualifications Professional Experience 15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance. Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets. Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance. Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results. Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products. Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation. Technical & Strategic Competencies Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols. Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks. Expertise in designing data architecture, reconciliation, and control frameworks. Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management. Leadership Attributes Visionary yet pragmatic leader who combines strategic insight with operational execution. Exceptional communicator capable of aligning diverse senior stakeholders around a common mission. Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance. Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Investment Operations

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Extensive knowledge of investment solutions Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills, • You have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Extensive knowledge of investment solutions Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills, • You have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Extensive knowledge of investment solutions Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills, • You have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Extensive knowledge of investment solutions Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills, • You have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of _ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRASales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRASales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Client Relationship Manager, Advisor Channel New York, NY (Hybrid: 3-4 days/week in office) Industry Focus: Wealth Management | RIA | Fintech Travel: ~2-3x per month (Please apply via Ethic's website here. Response time will be faster.) The Role We’re looking for a Senior Associate/Lead to join our lean, fast-paced, high-impact Growth team. You’ll play a pivotal role in Ethic’s next phase of growth—driving new relationships, accelerating our sales pipeline, and helping expand our presence across the RIA landscape. This role is perfect for a results-driven, entrepreneurial professional who thrives in dynamic environments and wants to make a real mark in the fintech and wealth management ecosystem. This role will report directly to the General Manager of the Advisor client channel. What you’ll do: As a Senior Associate/Lead on the Growth team at Ethic you will develop and cultivate strong relationships with financial advisors and investment teams at independent RIAs and network-style wealth management firms to partner in delivering Ethic solutions. More specifically you will: • Expand Ethic’s Reach: Increase the volume and quality of new opportunities with our client base through proactive prospecting, creative sourcing, and conference engagement. Proactively surface and develop opportunities with advisors at the firms we work with through a deep understanding of their goals and needs, accelerating the adoption of our offering and securing new, high-value engagements to drive asset and ultimately revenue growth., • Own the Pipeline: through each stage of an opportunity, demonstrate ownership of the sales cycle and workflows to ensure a strong client experience and ultimate outcome., • Drive Organizational Excellence: Oversee and optimize client documentation processes, including agreements, context documentation, and Salesforce, to ensure robust data integrity and enable superior cross-team collaboration. Collaborate with our Client Success, Build, and Investments teams to ensure an exceptional and consistent client experience across all touchpoints, proactively addressing complex client needs and driving client loyalty., • Stay in Motion: Represent Ethic at industry conferences and client events, and bring back actionable insights to refine our approach. Synthesize and action industry learnings and client feedback to critically inform our product and investment roadmaps, and champion internal understanding of evolving market needs., • Exemplify World Class & In Service of Others: reflect our principles in your day to day interactions with colleagues and clients. Who you are: • You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:, • We are In Service of others - our clients, our colleagues, the company, and the world., • We strive to be World Class - the best at what we do., • You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems., • You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team., • You can communicate clearly and concisely in a variety of mediums., • You operate with high integrity, doing the right thing when no one is looking., • You take a long-term view towards contributing to a strong team with a culture of feedback., • You’re passionate about positively impacting the future of our planet and humanity. What you’ll bring to the table: • 4–6 years of experience in business development, sales, or relationship management within wealth management, fintech, or asset management., • Wealth Management Industry Knowledge: Strong understanding of the wealth management industry landscape, including how various RIAs are structured and how to strategically position Ethic's solutions for maximum impact and adoption., • Proactivity & Initiative: Demonstrated leadership in anticipating client and market needs, independently driving client initiatives, and consistently seeking out significant value-add opportunities for the firm., • Exceptional Communication (Written and Verbal): The ability to articulate relevant financial concepts with clarity and persuasiveness to investment teams and advisors; highly effective negotiation and presentation skills., • Financial Acumen & Product Knowledge: Strong understanding of direct indexing, portfolio management, and financial markets.., • Interpersonal Skills & Relationship Building: A highly developed aptitude for building and nurturing deep, strategic relationships with key decision-makers and influencers, both externally and internally, fostering long-term partnerships., • Active Listening: Advanced capacity to deeply understand and interpret complex client needs, unspoken concerns, and strategic objectives, leading to proactive and tailored solutions., • Problem-Solving: Strong ability to diagnose complex client and business challenges, collaborate with cross-functional teams to identify root causes, and develop innovative, impactful solutions., • Analytical Skills: Ability to analyze financial data, identify strategic trends, understand client portfolios, and interpret the broader implications of market movements for client strategy., • Salesforce Proficiency: Experience in leveraging Salesforce for strategic client management, pipeline forecasting, and generating actionable insights for business development., • Organizational Skills & Attention to Detail: Exceptional ability to manage multiple high-priority initiatives, and strategically prioritize workload. About Ethic: We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients. We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City. Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world. Compensation & Benefits: Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits. The base salary for this role will range from $110,000-$120,000 per year, commensurate with experience, alongside a competitive variable compensation package. Our benefits package includes; • Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents), • 401k with sustainable investment options and a 3.5% employer match, • Unlimited paid time off, • 16-weeks of paid parental leave, • Annual $600 wellness & education stipend, • Annual $1,000 professional development reimbursement, • Sponsored employee resource groups, • Regular lunch & learns and volunteering opportunities, • A fully-stocked office in lower Manhattan Location: New York, NY Submit an application: If you are interested in applying for this role, please submit both a resume and a cover letter below.

Service Advisor Location: Hybrid; based in Westfield, NJ Compensation: $100,000 to $110,000 base salary plus bonus opportunity | Full-Time | W2 with benefits About the Role: Our client is seeking a Service Advisor to join an established and growing wealth management team in a role designed for someone who wants to deepen their planning and client relationship experience today, while building toward an advisor-track future over time. This is a client-facing position where you will work closely with a senior advisor, gain meaningful exposure to high-quality client work, and play an active role in financial planning, investment implementation, and relationship management. For the right person, this is an opportunity to step into a strong team, learn from an experienced advisor, and grow into greater client ownership. What You’ll Do: • Partner closely with a senior advisor to prepare and deliver comprehensive financial plans, • Participate in and lead client meetings, playing an active role in follow-up, planning discussions, and ongoing relationship support, • Serve as a responsive point of contact for clients and help deliver a high-touch service experience, • Implement investment recommendations and support account-related transactions, • Analyze client data to identify planning opportunities and next-step recommendations, • Maintain accurate documentation across CRM and financial planning systems, • Support client retention, relationship deepening, and overall client satisfaction, • Learn the firm’s planning philosophy, technology stack, and service model while continuing to grow your advisory skill set What We’re Looking For: • 5+ years of experience in a Service Advisor, Associate Advisor, or similar client-facing wealth management role, • Active Series 65 or Series 66 license, • Strong foundation in financial planning, investments, and client relationship management, • Experience working in an RIA environment preferred, • Someone who is proactive, polished, and motivated to grow over time into increased client responsibility, • Strong organizational skills with the ability to manage multiple priorities effectively, • Clear communicator who works well as part of a collaborative team, • Bachelor’s degree in Finance, Business, or a related field preferred, • CFP designation or progress toward CFP preferred; experience with Fidelity or Schwab platforms is a plus Why This Role: • Ideal for someone who wants to become a stronger advisor and eventually grow into relationship ownership, • Learn directly from an experienced senior advisor in a high-quality, client-facing environment, • Build deeper planning, investment, and client management skills inside a respected firm, • Opportunity to earn increasing responsibility and take on client relationships over time, • Join a collaborative team where growth is supported, and strong performance is noticed Firm Highlights: • Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business for at least one year and has a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff, along with an engagement & satisfaction survey completed by at least 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge for inclusion in this award listing., • Inc 5000 in 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which comprises more than 5,000 companies and represents virtually all of the capitalization of the entire U.S. stock market.

Astra is building mission-critical infrastructure for moving money at scale. Our platform processes billions in annual transaction volume with 99.9%+ uptime, powering real-time transfers, bank debits, card disbursements, and complex financial compliance systems. We provide APIs and automation tools that enable businesses to move money programmatically while maintaining strict regulatory requirements. We're looking for a Staff-level Product Lead to own Astra's platform layer – the APIs, developer experience, control plane, and foundational infrastructure products that sit above the rails and make Astra the Payments Cloud rather than just a payments gateway. This is an IC role with principal-level scope: you'll shape the architecture of how customers interact with Astra, how they configure and extend the platform, and how Astra scales to serve increasingly sophisticated builders. You'll work directly with the Leadership Team and partner deeply with engineering, solutions, and go-to-market. The right person thinks like a platform architect, writes like an API designer, and ships like someone who has felt the consequences of a bad developer experience at 2am. Astra's core API platform: authentication, versioning, pagination, rate limiting, error taxonomy, and the developer contracts that customers build on The control plane product: configuration surfaces, rule engines, programmable routing logic, and the levers customers use to customize money movement behavior Webhook and event architecture: delivery guarantees, retry logic, event schema design, and the observability customers need to build reliable integrations Developer experience: documentation quality, SDK surface, sandbox fidelity, onboarding flows, and the time-to-first-transaction metric Platform extensibility: how customers compose Astra's primitives – triggers, conditions, actions – to build complex payment workflows without custom engineering Platform reliability and SLA products: how Astra communicates uptime, exposes status, and gives customers visibility into degradation Long-term platform strategy: how Astra evolves from a multi-rail API into a programmable payments infrastructure layer, including agentic payment use cases Define and maintain Astra's API contract philosophy – versioning strategy, backwards compatibility standards, deprecation policies, and schema design principles Write detailed platform specs that engineering can ship from: precise, edge-case-aware, and grounded in how real customers build Own the platform roadmap – balancing foundational investments (auth, observability, extensibility) against customer-facing features and reliability work Conduct technical discovery with Astra's most sophisticated customers to identify platform gaps and extensibility needs Partner with engineering to review API design, maintain developer ergonomics standards, and hold the bar on platform quality Work with solutions and implementation teams to understand where customers get stuck, break, or build workarounds – and translate that into platform requirements Drive the developer experience roadmap in partnership with docs, solutions engineering, and DevRel functions as they mature Represent platform strategy in customer conversations, partnership discussions, and technical due diligence processes Required Experience 6+ years of product management experience, with at least 3 years building developer-facing platform or API products at a technical infrastructure company Deep expertise in API design – REST, webhooks, event-driven architecture – and strong opinions about what makes a platform great to build on Experience owning a platform roadmap across authentication, configuration, extensibility, and observability layers Strong understanding of how infrastructure companies create lock-in through developer experience, not just features Comfort reasoning about systems-level tradeoffs: latency vs. consistency, configurability vs. complexity, generality vs. opinionation Track record of operating as a principal-level IC – setting direction, influencing without authority, and driving outcomes across engineering and go-to-market Exceptional written communication; you can produce a platform spec that is simultaneously a product document and a technical contract Payments context is a plus, not a requirement – but intellectual curiosity about how money moves is required Preferred Experience Experience building platform products at a BaaS, payments infrastructure, or developer tools company Familiarity with the control plane / data plane architecture pattern as applied to developer platforms Background in workflow or rules-engine product design – if-this-then-that style programmability at the infrastructure layer Exposure to agentic AI use cases and how AI-native systems impose new requirements on payment infrastructure (context, controls, micropayment patterns) You'll define the platform architecture of a company that has real ambitions to be category-defining infrastructure – the Snowflake of payments You'll work directly with the founding team and the company's first Director of Product, with significant influence on product culture and engineering culture Astra is profitable at Series B – the growth trajectory is funded, not a bet on future capital raises The platform problems here are genuinely hard: multi-rail orchestration, programmable money movement, agentic payment primitives – this is not a CRUD application Competitive compensation with equity in a growing fintech company. Remote-first culture with flexible working arrangements Small team, big impact — your work directly supports Astra’s ability to scale responsibly Professional growth opportunities in compliance and risk management Mission-driven — build infrastructure that powers financial innovation while meeting the highest regulatory standards Astra is a remote-first company hiring only within the U.S. We value thoughtful collaboration, clarity, and initiative. We’re proud to be an equal opportunity employer and are committed to building a diverse and inclusive team.

Job Description: The Role We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products. This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments. The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change. Key Responsibilities Strategic Platform Architecture Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems. Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services. Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data. Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement. Organizational Design & Leadership Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision. Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments. Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability. Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance. Governance and Controls, Technology, Infrastructure & Integration Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms. Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities. Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity. Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards. Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios. Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains. Cross-Functional Leadership & Stakeholder Management Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance. Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies. Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives. Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline. Industry & Ecosystem Engagement Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations. Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms. Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets. Qualifications Professional Experience 15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance. Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets. Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance. Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results. Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products. Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation. Technical & Strategic Competencies Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols. Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks. Expertise in designing data architecture, reconciliation, and control frameworks. Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management. Leadership Attributes Visionary yet pragmatic leader who combines strategic insight with operational execution. Exceptional communicator capable of aligning diverse senior stakeholders around a common mission. Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance. Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Category:Investment Operations

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-State area! While you will work from home, you must reside near the Greater Tri-State area as occasional in-person participation with your peers is an important part of our culture. And our benefit pr

Note: Fidelity will not provide immigration sponsorship for this position. OSG provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication, and commitment to excellence. Please be advised that Fidelity's business is governed by the provisions of the S

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionAbout Invoca Invoca is the industry leader and innovator in AI and machine learning-powered Conversation Intelligence. With over 300 employees, 2,000+ customers, and $100M in revenue, there are tremendous opportunities to continue growing the business. We are building a world-class SaaS company and have raised over $184M from leading venture capitalists, including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures. About the Team Our Revenue Operations, Strategy and Enablement organization is designed as a unified, end-to-end revenue engine — aligning Strategy, Operations, Systems, and Enablement across the full customer lifecycle. We have eliminated traditional Sales, Marketing, and Customer Success Ops silos and replaced them with clear ownership across planning, execution, and infrastructure, within our GTM operating model. The Revenue Operations pillar owns how our revenue engine operates day-to-day. We are the team that translates business needs into operational solutions — defining the processes, workflows, and lifecycle structures that power scalable, efficient GTM execution across Marketing, Sales, and Customer Success. About the Role We're seeking a highly operational, process-driven, and strategic Director of Revenue Operations to own end-to-end operational process and procedure design across our full revenue lifecycle. This is not a systems or analytics role — it is a role for someone who excels at translating business needs into operational solutions: defining how the revenue engine runs, how teams collaborate, how workflows are governed, and how the customer journey is operationalized from first touch through retention. This role will partner closely with our Revenue Systems, Data & AI team to translate operational requirements into scalable system design and implementation, ensuring that what we define operationally is built and embedded into the tech stack. You will manage a cross-functional team covering Marketing Ops, Sales Ops, Customer Success Ops and Customer Education, while personally ensuring CS Ops process design is embedded as a core part of your end-to-end lifecycle ownership. This role reports to the VP Revenue Operations, Strategy and Enablement, and partners closely across Sales, Marketing, Customer Success, and Finance leadership. You Will Own End-to-End Operational Process & Procedure • Design and govern GTM operational processes across the full revenue lifecycle — from the first Marketing touch through Customer Success retention, • Define lifecycle stage definitions, entry/exit criteria, and cross-functional handoff standards, ensuring they are consistently applied and improved over time, • Govern lead routing, account assignment, territory execution, and workflow design across all GTM functions, • Own pipeline governance and inspection frameworks in partnership with the Revenue Strategy, Planning & Analytics pillar, • Identify and systematically eliminate operational friction across the revenue lifecycle Translate Business Needs into Operational Solutions • Act as the primary translator between business strategy and operational execution — defining not just what the goals are, but precisely how teams execute against them, • Work directly with Sales, Marketing, and CS leadership to understand business needs and design the operational model to support them, • Partner with Revenue Systems, Data & AI to translate operational requirements into scalable system design and implementation, ensuring what is defined operationally is accurately built into the tech stack, • Build operational frameworks and documentation that scale with business growth and increasing organizational complexity, • Ensure that AI and automation investments are grounded in sound operational process design, partnering with Revenue Systems, Data & AI on use case prioritization Lead and Develop Your Team • Lead and develop Revenue Operations Managers covering Marketing Ops and Sales Ops, providing direction, coaching, and clear prioritization, • Personally own CS Ops process design — including post-sale process optimization, customer health scoring logic, and customer lifecycle communications — as part of your end-to-end lifecycle remit, • Oversee Customer Education alignment to lifecycle stages, partnering with instructional design and content managers to connect Academy learning pathways to operational lifecycle moments, • Maintain content and tooling standard alignment between Customer Education and Revenue Training & Enablement Drive Cross-Functional Alignment & Adoption • Serve as the operational liaison across Sales, Marketing, CS, and Finance leadership, representing the operational model and advocating for process integrity, • Partner with Revenue Strategy, Planning & Analytics on territory execution, pipeline governance, and performance frameworks, • Align operational workflow rollouts with Revenue Training & Enablement to ensure field readiness and adoption, • Drive adoption of new processes and workflows across the GTM field, measuring effectiveness and iterating continuously Continuously Improve the Revenue Engine • Bring a data-informed perspective to process improvement, leveraging analytics insights from the Revenue Strategy, Planning & Analytics pillar, • Continuously evaluate operational processes for efficiency, scalability, and adoption across the field, • Stay ahead of best practices in revenue operations and bring a clear point of view on how emerging tools and AI capabilities can be operationally embeddedYou Have, • 8–12+ years of experience in Revenue Operations, GTM operations, or closely related roles in B2B SaaS, • Proven track record designing and governing end-to-end GTM processes across Marketing, Sales, and Customer Success, • Deep understanding of the full revenue lifecycle and how operational process design drives GTM execution, • Experience translating business strategy into operational frameworks and procedures, • Strong partnership experience working with systems/technical teams to translate operational requirements into scalable implementations, • Experience managing and developing operational teams across multiple GTM functions, • Demonstrated ability to drive cross-functional alignment across Sales, Marketing, CS, and Finance, • Strong analytical mindset — able to use data and insights to inform process design and improvement, • Exceptional communication and stakeholder management skills across all levels of the organization, • Comfort operating in a fast-moving, high-growth environment where structure is built, not inherited, • Experience with modern GTM tech stacks (Salesforce, Marketo, Gainsight, Gong, Salesloft) and how system design intersects with operational process, • Hands-on AI fluency — able to independently build, test, and deploy AI-powered workflows and automations, not just evaluate or direct others to do so; brings both a strategic point of view on where AI applies and the technical capability to prove it out themselves 📍 Location: This is a remote-first role. We are currently hiring in the following locations: 📍 United States: Greater Los Angeles Area (including Santa Barbara and San Diego) · SF Bay Area · Denver Metro · Austin Metro · Chicago Metro · Greater NYC Area Canada: Toronto (AI/ML technical roles only) Candidates must be based within ~2 hour drive of these areas. Occasional business travel may be required. Please note that we are unable to provide initial visa sponsorship for this position. Salary, Benefits, & Perks At Invoca, all new hires in the U.S. receive benefits starting on day one of employment. Our benefits offerings include: Please note that benefits for teammates outside the U.S. may vary in accordance with their country's laws and regulations. • Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed., • Paid Holidays – Invoca provides 20 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family., • Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options to choose what works best for you and your family. Fertility assistance is also included., • Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%., • Stock Options – All employees are invited to share in Invoca's success through stock options., • Mental Health Program– Well-being support on a broad range of issues is available through our SpringHealth program., • Paid Family Leave – Up to 12 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members., • Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs., • InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service., • Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more., • Position Base Range - Salary Range $139,000-$208,000 / plus bonus potentialDEI Statement We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace. #LI-Remote

Job Description Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at www.kapitus.com/careers All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus' recruiting process in general should email recruiting@kapitus.com Kapitus is seeking a strategic and execution-oriented Director of Product to lead high-impact product initiatives across the organization. This role will partner closely with executive leadership and cross-functional teams to shape product strategy, drive measurable business outcomes, and ensure disciplined execution across products and platforms. While this is a Director-level role, it will initially operate as a senior individual contributor with end-to-end portfolio accountability. This leader must be equally comfortable defining strategy and driving execution. As the product function matures, this individual will build and lead a team of Product Owners and Business Analysts. This role serves as a critical bridge between business priorities and technical delivery, ensuring that product investments improve revenue performance, operational efficiency, scalability, and customer experience. What You'll Do: Product Strategy & Business Case Development · Partner with the VP of Product to shape product vision, portfolio priorities, and long-term roadmap · Develop clear business cases for new initiatives, including ROI analysis, cost considerations, risk assessment, and success metrics · Translate company objectives into outcome-driven roadmaps grounded in measurable impact · Ensure alignment across Product, Engineering, Sales, Operations, Legal, and Finance · Drive prioritization decisions based on business value, effort, and strategic fit Market Research & Opportunity Assessment · Conduct market research, competitive analysis, and customer discovery to inform product direction · Evaluate build vs. buy decisions through structured analysis · Identify growth opportunities, monetization strategies, and operational efficiency improvements · Present insights and recommendations to executive stakeholders with clarity and confidence Vendor Evaluation, Management & Onboarding · Identify, evaluate, and select third-party vendors or technology partners when appropriate, in accordance with vendor onboarding and compliance requirements · Lead due diligence, contract evaluation, and implementation planning in partnership with Legal, Finance, and Technology · Oversee vendor onboarding and integration into internal systems and workflows · Monitor vendor performance, ROI, and ongoing value realization Hands-On Product Ownership (Immediate Need) · Act as Product Owner for key initiatives until additional roles are hired · Ensure solutions are scalable, repeatable, and well-documented · Drive initiatives from concept through launch and post-release performance measurement Operational Foundation & Team Building · Refine product management processes, documentation standards, and intake frameworks · Establish and enforce scalable prioritization and governance models · Participate in hiring and onboarding of future Product Owners and Business Analysts · Mentor and develop team members as the organization grows Execution & Accountability · Ensure predictable delivery and strong cross-functional communication · Serve as escalation point for product trade-offs and decision-making · Define and track KPIs tied to revenue, operational efficiency, and customer impact · Continuously refine processes to improve speed, quality, and transparency · Scale impact through strong judgment, prioritization discipline, and process improvement before expanding team size What We're Looking For: · Bachelor's degree in Business, Information Systems, Computer Engineering, or a related field; MBA or other advanced degree preferred · 8–12+ years of product management experience with demonstrated ownership of complex initiatives, platforms, or portfolios · Experience in fintech, lending, financial services, or other regulated or risk-managed environments, with a strong understanding of financial systems, processes, and industry best practices · Proven track record of delivering measurable business outcomes, including revenue growth, operational efficiency gains, or improvements in sales performance · Ability to operate strategically while driving execution, managing both long-term product direction and day-to-day delivery outcomes · Strong business judgment and the ability to make principled tradeoffs when balancing risk, speed, and value · Intellectual agility and comfort operating in ambiguity within fast-moving or evolving environments · Demonstrated ability to scale impact through sound judgment, prioritization, and operational discipline before expanding headcount · Demonstrated ability to influence senior leaders and external partners, building alignment and trust across cross-functional stakeholders · Excellent verbal and written communication skills, with the ability to engage effectively in executive forums and translate complex concepts for both technical and non-technical audiences · Strong analytical and problem-solving capabilities, with a data-driven approach and attention to detail · High accountability with a bias toward measurable outcomes, continuous improvement, and operational excellence Preferred Skills: · Experience in managing sales related products and processes · Experience with Salesforce and API integrations · Demonstrated ownership of measurable business outcomes · Professional certifications in Product Management and/or Agile Practices Kapitus Total Rewards Package Includes: Competitive Base Salary Range of $157,100-$252,000 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience. Annual Incentive Compensation Eligibility – Up to 15% annually • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life., • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses., • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being., • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense., • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events., • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones., • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work., • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:, • Pet and car insurance discounts., • Financial services such as LegalShield., • Relaxation and stress management tools., • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life., • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy., • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities., • Paid Time Off and Sick Time., • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.

Job Description Job Summary The Director will lead the production and ongoing management of investment-related deliverables for the Company's institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform. This role serves as a senior technical and strategic resource across the institutional investment team, providing thought partnership to portfolio managers, independently driving cross-functional initiatives, and developing new analytical capabilities with minimal direction. A core focus of the role is portfolio oversight and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions across ALM, new business, and in-force management workstreams. The position reports to the AVP of Investments and works closely with external asset managers and internal stakeholders across Investments, Treasury, Actuarial, Finance, and FP&A to ensure alignment, execution, and continuity of investment-related initiatives. Duties and Responsibilities Inforce Management/Asset Liability Management (ALM) • Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions., • Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes., • Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency., • Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives., • Proactively identify emerging risks, inconsistencies, or misalignments before they become material issues. Strategic Asset Allocation (SAA)/New Business Planning • Lead the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company's institutional business lines and offshore reinsurance entities., • Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity., • Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives., • Provide analytical support for pricing, new business onboarding, and long-term portfolio planning. Tactical Asset Allocation (TAA) • Drive intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations., • Assess trade-offs between yield, liquidity, risk, and capital impact when evaluating tactical allocation decisions. Investment Operations & Stakeholder Coordination • Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely., • Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign., • Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports., • Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning., • Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis., • Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis., • Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs., • Assist in the development and informal mentoring of analysts or interns, as appropriate., • Serve as a senior thought partner to portfolio managers on complex analytical, modeling, and investment strategy questions — including ALM frameworks, reinvestment modeling, hedging strategy, and capital efficiency trade-offs — enabling the broader team to operate with greater speed and depth., • Proactively identify and lead new strategic initiatives across the institutional investment team, including model enhancements, process improvements, and analytical frameworks that expand team capabilities and support senior leadership decision-making. Experience and Education Requirements • Bachelor's degree in mathematics, economics, investments or related field, • 10+ years of investment-related experience, • CFA and/or ASA designation preferable Knowledge, Skills & Abilities • Advanced technical and financial modeling skills with the ability to automate/streamline current processes, • Effective verbal and written communication skills, • Superior analytical and problem-solving skills, • Proficiency in MS Excel and PowerPoint, • Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) #LI-JB1 #LI-Remote Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com. Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.

Job Description About Invoca Invoca is an AI-powered revenue execution platform that brings together marketing, commerce, and contact center teams to turn every customer interaction into measurable, profitable growth. Join our dynamic, fast-growing team, where innovation and collaboration are at the core of our culture. The Opportunity: Architecting Invoca's Platform Foundation As Invoca accelerates the modernization of its platform—moving from a monolith to a service-oriented architecture leveraging IaaS, PaaS, and SaaS solutions—we are adopting a Platform as a Service strategy. This is a high-impact role where you will be instrumental in building the scalable, reliable, and widely-adopted technical foundations for our entire engineering organization. Your success will directly translate into improved engineering velocity, reduced technical debt, and clear alignment between platform investments and core business outcomes. About the Team You will be a key member of the Architecture team, partnering directly with the Site Reliability Engineering (SRE) and Developer Enablement teams. • Developer Enablement: Builds, maintains, and supports the tooling, gems, libraries, CI/CD, and foundational services (like Identity) that all Invoca services rely on., • SRE: Provides the core infrastructure, observability, and stability to enable engineering teams to build new services and scale our platform effectively. Your Role and Impact We are seeking a Platform Technical Product Manager (TPM) to partner with technical leadership to define the strategy, roadmap, and execution for our internal platform capabilities. This role requires a systems mindset, sitting at the intersection of engineering, architecture, and product to build scalable, reliable, and reusable platform services that power our product ecosystem. You will partner closely with Engineering, Infrastructure, Security, Data, and Product teams to ensure our platform enables fast innovation, high system reliability, and long-term scalability. This is a highly technical role that requires deep systems thinking, strong execution skills, and the ability to translate business needs into robust technical solutions. You will report to the Sr. Director of Architecture in this role. • Platform Strategy & Vision: Partner to define and drive the vision, strategy, and roadmap for core platform services (e.g., APIs, infrastructure, identity, observability, internal tooling), ensuring platform investments directly align with company-level product and business goals., • Technical Debt & Velocity: Proactively identify and champion opportunities to reduce technical debt, improve platform scalability, and accelerate overall development velocity across the organization., • Cross-Functional Leadership: Partner with engineering leaders to define architectural direction and platform standards. Collaborate with Product Managers and other stakeholders to understand platform dependencies and drive alignment across multiple engineering teams. Work closely with security, compliance, and platform teams to ensure platform reliability and governance., • Roadmap & Execution: Translate platform strategy into clear, prioritized roadmaps and technical requirements (product briefs, epics, user stories). Define and track success metrics, including SLAs, performance benchmarks, and internal adoption rates., • Technical Decision-Making: Evaluate complex build vs. borrow vs. buy decisions and vendor integrations. Participate in architectural reviews and design discussions, leveraging a deep understanding of APIs, distributed systems, cloud infrastructure (AWS/GCP), and data architectures., • Platform Adoption & Enablement: Ensure platform services are well-documented, discoverable, and user-friendly. Actively gather internal customer feedback to continuously improve the overall developer experience and track and improve platform adoption across engineering teams. Core Qualifications (What You'll Need) We are looking for a proven track record of impact and experience, recognizing that this is not always tied to a strict number of years. • Experience & Impact:, • 5+ years of hands-on experience in a platform, infrastructure, or other engineering-heavy role, which includes 2+ years of dedicated Product Management experience. (Equivalent experience leading complex technical initiatives is highly valued)., • Proven track record of successfully leading and delivering complex, cross-team technical initiatives in an Agile/Scrum environment., • Exceptional prioritization and decision-making skills with an analytical, data-driven approach., • Technical Fluency:, • Strong working knowledge of distributed systems, APIs, cloud infrastructure (AWS/GCP), and data platforms., • Familiarity with CI/CD, DevOps practices, and system reliability principles., • Ability to read technical documentation and engage credibly in architecture-level design discussions., • Soft Skills & Leadership:, • Demonstrated ability to influence without direct authority across multiple technical teams., • Strong written and verbal communication skills, able to articulate technical trade-offs to both engineers and business stakeholders. Bonus Experience (Great to Have) • Experience building platforms in high-scale or enterprise SaaS environments., • Background in software engineering or technical architecture., • Experience with observability, identity, security, or internal developer platforms., • Familiarity with AI/ML infrastructure or data-intensive systems., • Experience supporting enterprise-grade security and compliance standards. 📍 Location This is a remote-first role. We are currently hiring in the following locations: 📍 United States: Greater Los Angeles Area (including Santa Barbara and San Diego) · SF Bay Area · Denver Metro · Austin Metro · Chicago Metro · Greater NYC Area Canada: Toronto (AI/ML technical roles only) Candidates must be based within ~2 hour drive of these areas. Occasional business travel may be required. Salary, Benefits & Perks: At Invoca, all new hires in the U.S. receive benefits starting on day one of employment. Our benefits offerings include: Please note that benefits for teammates outside the U.S. may vary in accordance with their country's laws and regulations. • Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed., • Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family., • Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options so you can choose what works best for you and your family. Fertility assistance is also included., • Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%., • Stock Options – All employees are invited to share in Invoca's success through stock options., • Mental Health Program– Well-being support on a broad range of issues is available through our SpringHealth program., • Paid Family Leave – Up to 6 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members., • Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs., • InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service., • Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more., • Position Base Range - Salary Range $117,000-$175,000 / plus bonus potential Diversity, Equity & Inclusion Invoca is committed to building an inclusive culture that values diverse perspectives and experiences. We are proud to be an equal opportunity employer #LI-Remote

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA,

Job DescriptionSenior Software Engineer I (Octothorpe) About Invoca: Invoca is the leading AI-powered conversation intelligence platform. We empower marketing, sales, customer experience, and contact center teams to unlock the intent and insights within every customer interaction – driving better customer experiences, increased revenue, and improved operational efficiency. Join our dynamic, fast-growing team, where innovation and collaboration are at the core of our culture. About the Team: Octothorpe is a platform multiplier team: we build, maintain, and support tooling for connecting pieces of the platform (gems/libraries, CI/CD, shared infrastructure patterns) to improve the lives of service owners. Invoca's Release Engineering "North Star" is that any change that supports a service (code/config/infra/secrets/process settings) flows through a standard build & deploy process with CI, config validation, security checks, health checks, and rollback quickly and reliably. Octothorpe owns and evolves the tooling and processes that power developer autonomy, automation, standardization, tight feedback loops, and staging/production parity. About the Role: As a Senior Software Engineer I on Octothorpe, you'll be an individual contributor reporting to the Sr. Software Engineering Manager. You'll focus on turning our internal engineering platform vision into reality by strengthening our CI/CD, driving key Ruby/Rails platform upgrades, and making authentication/authorization safer and more standardized across services. You'll operate as an expert within the team's domains: solving large-scope problems, leading small efforts from design through rollout, and helping your teammates remove bottlenecks. The work is highly cross-functional and platform-oriented. You Will: Own and evolve CI/CD "paved road" tooling • Build and maintain reliable, scalable CI/CD workflows (guardrails, automation, reusable patterns/templates)., • Enhance Backstage as the unified developer portal, improving CI/CD visibility, deployment tracking, and self-service workflows., • Improve developer feedback loops: reduce flaky pipelines, speed up builds/tests, and increase observability of the release toolchain., • Operationally support release tooling (triage, incident follow-ups, preventative improvements).Drive Ruby/Rails platform upgrades (monolith + ecosystem), • Lead or heavily contribute to Ruby and Rails upgrade efforts, including:, • Coordinating cross-repo changes (application, Docker/CI images, shared gems, test strategy)., • Creating safe rollout plans (canaries, staged deploys, rollback paths) and enabling other teams through docs/runbooks.Platform enablement, • Build and improve self-service tooling and Golden Path workflows through Backstage, CI/CD templates, and standardized patterns so service teams can safely own their own infra, config, and auth changes without gatekeepers., • Help standardize and operationalize Auth0 and other authentication/authorization patterns across environments, • Partner with service teams to drive Golden Path adoption, unblock migrations, and turn platform investments into org-wide leverage.Embrace AI to accelerate delivery and improve developer experience, • Use AI-assisted development responsibly to increase throughput and quality (e.g., faster iteration, better testing strategies, improved docs/runbooks)., • Help the org adopt AI tools safely and effectively by sharing best practices and patterns. You Have: • CI/CD, Release Engineering, (Buildkite/Backstage), • ArgoCD, Kubernetes, • Ruby, Ruby on Rails, Bundler, dependency management, • Runtime/framework upgrades (Ruby upgrades, Rails upgrades), • Auth0 (or similar IdP), OAuth/OIDC concepts, M2M authentication, • Terraform / infrastructure-as-code (nice-to-have), • Observability, on-call/operational support, incident analysis, • AI-assisted development (Cursor, Claude Code) and best-practice sharing, • Working experience in a PAAS environment 📍 Location This is a remote-first role. We are currently hiring in the following locations: 📍 United States: Greater Los Angeles Area (including Santa Barbara and San Diego) · SF Bay Area · Denver Metro · Austin Metro · Chicago Metro · Greater NYC Area Canada: Toronto (AI/ML technical roles only) Candidates must be based within ~2 hour drive of these areas. Occasional business travel may be required. Salary, Benefits & Perks: At Invoca, all new hires in the U.S. receive benefits starting on day one of employment. Our benefits offerings include: Please note that benefits for teammates outside the U.S. may vary in accordance with their country's laws and regulations. • Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed., • Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family., • Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options so you can choose what works best for you and your family. Fertility assistance is also included., • Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%., • Stock Options – All employees are invited to share in Invoca's success through stock options., • Mental Health Program– Well-being support on a broad range of issues is available through our SpringHealth program., • Paid Family Leave – Up to 12 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members., • Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs., • InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service., • Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more., • Position Base Range - Salary Range $127,000-$191,000 / plus bonus potentialDEI Statement We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

Job DescriptionAbout Handshake Handshake is the career network for the AI economy. 20 million knowledge workers, 1,600 educational institutions, 1 million employers (including 100% of the Fortune 50), and every foundational AI lab trust Handshake to power career discovery, hiring, and upskilling, from freelance AI training gigs to first internships to full-time careers and beyond. This unique value is leading to unparalleled growth; in 2025, we tripled our ARR at scale. Why join Handshake now: Shape how every career evolves in the AI economy, at global scale, with impact your friends, family and peers can see and feel Work hand-in-hand with world-class AI labs, Fortune 500 partners and the world’s top educational institutions Join a team with leadership from Scale AI, Meta, xAI, Notion, Coinbase, and Palantir, among others Build a massive, fast-growing business with billions in revenue Your role Partner with product, engineering, data, research, and operations to define and build the vision for operator independence and self-serve tooling. Develop strategic product visions and collaborate with partners to sequence them into pragmatic phases. Collaborate closely with Model Enablement and Fellow Experience squads—your work enables theirs. Partner with operations leaders and stay close to operators’ workflows. Run pilots, shadow users, uncover pain points, and translate insights into prioritized investments. Tackle complex, ambiguous human-centered problems and translate them into clear, simple solutions. Own design end-to-end—from concept through production—iterating quickly through research, user journeys, wireframes, prototypes, and high-fidelity designs with a strong point of view on craft. Raise the bar for design culture and execution through systems thinking, product reasoning, pixel-level precision, facilitation, and mentoring. Your experience 7+ years of product design experience, ideally working on enterprise products, operations tooling, or internal platforms. Strong communicator who clearly articulates design decisions, tradeoffs, and the thinking behind them to partners and leadership. Deep visual and interaction design expertise, with a proven track record of shipped work and measurable impact. Experience designing complex systems, workflows, or platforms with many moving parts and stakeholders. Highly collaborative, valuing diverse perspectives and incorporating them into the design process to achieve better outcomes. Design-led thinker who raises the bar by embedding design thinking into day-to-day work and helping others grow. Impact-driven, with the ability to prioritize ruthlessly and focus on the work that matters most. Hands-on, willing to roll up your sleeves and take ownership—nothing is “someone else’s problem”. Deeply motivated by Handshake’s mission. Humble, kind, and curious, with a desire to keep learning and help others grow. Bonus if you have experience in operator or driver management, workflow or task management systems, or building internal tools for operations teams at a high-growth company. We Offer Handshake delivers benefits that help you feel supported and thrive at work and in life. The below benefits are for full-time US employees. 🎯 Ownership: Equity in a fast-growing company 💰 Financial Wellness: 401(k) match, competitive compensation, financial coaching 🍼 Family Support: Paid parental leave, fertility benefits, parental coaching 💝 Wellbeing: Medical, dental, and vision, mental health support, $500 wellness stipend 📚 Growth: $2,000 learning stipend, ongoing development 💻 Remote & Office: Internet, commuting, and free lunch/gym in our SF office 🏝 Time Off: Flexible PTO, 15 holidays + 2 flex days 🤝 Connection: Team outings & referral bonuses Explore our mission, values, and comprehensive US benefits at joinhandshake.com/careers. Compensation Range: $190K - $240K

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the fina

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR zmFnpjpwxr

The ideal candidate brings a bachelor's degree in Finance or a STEM-related field and 5+ years of relevant risk management experience, preferably within Prime Brokerage or institutional collateralized lending. You have knowledge of financial markets, investment products, and core brokerage functions

The Treasury Department, part of Fidelity's Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), which provides brokerage, operational, risk management, and technology solutions to ban

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives yo