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accounting advisory senior associate

asset & wealth management, wealth product design, designer, vice president - new york Jobs in New York

asset & wealth management, wealth product design, designer, vice president - new york

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partnerships associate - asset management Jobs in New York

partnerships associate - asset management

senior asset manager

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The Creative team supports both global and regional marketing priorities, delivering brand and campaign design across institutional and B2B marketing segments. Our in-house agency-style creative team supports 1,000+ projects and pieces each year. The department's mission is to produce distinctive work that visually and linguistically communicate J.P. Morgan broad range of products and services</p><p>
As a Senior Brand &amp; Marketing designer within Asset Management, you will develop and execute content plans for inclusive, usable product experiences and play a pivotal role in shaping customer experiences through content. You will lead important initiatives and solutions to complex problems and collaborate with cross-functional teams. You will leverage your expertise in content design and content architecture, providing guidance and direction in the narrative structure of products and services.</p><p><b>
Job responsibilities:</b></p><ul><li>
Develop and implement content design strategies for multiple components of a product or a series of small products, ensuring alignment with business requirements and user experience goals.</li><li>
Facilitate end-to-end discovery workshops with designers to gain a better understanding of the underlying narrative and optimal content architecture required to make the product intuitive and highly usable.</li><li>
Use content models and taxonomies to design, structure, and organize digital content to effectively guide customers through the experience and simplify complex technical concepts.</li><li>
Collaborate with cross-product teams to develop consistent voice and narrative structures across products and services.</li><li>
Champion inclusive language for a diverse audience, ensuring seamless, positive interactions throughout the customer journey.</li></ul><p><b>
Required qualifications, capabilities, and skills:</b></p><ul><li>
5+ years of experience or equivalent expertise in content design, editing, writing, strategy, process, and architecture, focusing on digital products and platforms.</li><li>
Ability to design effective content architecture, organizing and structuring content for enhanced user experience and easy navigation within products or websites.</li><li>
Expertise in written and verbal storytelling, crafting clear, engaging content that effectively clarifies complex concepts for diverse audiences, adhering to industry standards and best practices.</li><li>
Extensive experience facilitating workshops for product and experience design, creating compelling content journeys.</li><li>
Advanced technical literacy and deep understanding of content platforms and their impact on user experience.</li><li>
A design portfolio is required for consideration</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Senior Brand & Marketing Designer- Asset Management

Girls Who Invest

<div>
 Partnerships Associate - Asset Management - Girls Who Invest
 <br/>
 <br/>
 New York, NY (Hybrid - in office 3 days per week)
 <br/>
 <br/>
 <strong>
  About The Organization
  <br/>
  <br/>
 </strong>
 Girls Who Invest (GWI) is a nonprofit dedicated to transforming the investment management industry by attracting and advancing women investors, change-makers, and leaders.
 <br/>
 <br/>
 GWI supports first- and second-year college students through tuition-free education programs, while also providing career advisory services, community-building initiatives, and lifelong Alumni support. Our comprehensive approach focuses on fostering long-term professional development, retention, and advancement.
 <br/>
 <br/>
 The GWI community is made up of thousands of investors, industry leaders, supporters, and 130 Partner firms dedicated to advancing and retaining talent. To date, over 4,000 GWI Alumni have been educated and trained in just nine years. Of our Alumni working full time, more than 75% stay in the industry. To learn more, visit girlswhoinvest.org.
 <br/>
 <br/>
 <strong>
  About The Opportunity
  <br/>
  <br/>
 </strong>
 The Partnerships Associate plays a critical role in managing and supporting GWI's partner firm relationships and revenue. These partners are made up of industry leading investment management firms and other institutional investors, which provide internships for GWI scholars, as well as funding through philanthropic donations. This position will support, help manage, and cultivate GWI's partner firms. Specific responsibilities include developing and executing partner engagement events and activities, supporting the Head of Partnerships and Giving and Director of Partnerships with the cultivation and stewardship of the full range of partners, and coordinating partner communications and documentation. The Partnerships Associate will also ensure seamless partnership operational processes that enable GWI's partners to successfully engage with our mission, scholars, and alumni.
 <br/>
 <br/>
 The Partnerships Associate works closely with the entire Partnerships and Giving team, as well as collaborates with teams across the organization including Career Advancement, Programs, Finance, and Communications.
 <br/>
 <br/>
 This role is externally facing and detail oriented, requiring exceptional relationship management, events management, communication, and organizational skills, with the capacity to manage multiple priorities in a fast-paced environment. The ideal candidate will be highly responsive, proactive, and committed to delivering excellent service to GWI's partner community.
 <br/>
 <br/>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  KEY RESPONSIBILITIES
  <br/>
  <br/>
 </strong>
 <strong>
  Partnership Fundraising and Support
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support programmatic engagement with GWI, including annual partnership renewals and securing internship opportunities for GWI programs
  </li>
  <li>
   May eventually manage and grow a small portfolio of partners as lead with a revenue goal developed in conjunction with senior leadership
  </li>
  <li>
   Support new partner development by assisting with identification and cultivation of prospective partner relationships including sending follow up materials, updating the leads tracker and participating in pitch conversations as appropriate
  </li>
  <li>
   Assist the Director of Partnerships in executing the comprehensive partner revenue and engagement strategy, ensuring all tactical elements are completed on time
  </li>
  <ul>
   <li>
    Support tracking progress toward annual partner revenue goals
   </li>
   <li>
    Maintain and update prospect tracking systems with current status and next steps
   </li>
   <li>
    Execute partner renewals process including preparation of renewal materials, commitment letters, and follow-up communications
   </li>
  </ul>
  <li>
   Support material creation and slides to update Board and Advisory Board on partnership activity and revenue goals
  </li>
  <li>
   Collect and organize data to support partner impact metrics and reporting; prepare regular reports on partner engagement and activity in conjunction with the Manager, Evaluation, Data and Technology
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Partnership Management and Engagement
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support day-to-day relationship management for the full portfolio of GWI's existing Program Partners and potentially lead day-to-day management of your portfolio as the role evolves
  </li>
  <li>
   Manage and execute partner engagement events and activities including participation in GWI panels, dinners, volunteering opportunities, and recognition initiatives under the guidance of the Director of Partnerships. Partner engagements include:
  </li>
  <ul>
   <li>
    Coordinating panels and keynote speakers during the summer programming and other key GWI events such as Alumni Conference and regional convenings
   </li>
   <li>
    Coordinating partner events
   </li>
   <li>
    Alumni hiring initiatives
   </li>
  </ul>
  <li>
   Implement the Partner Communications Strategy by managing regular touchpoints, newsletters, updates, and acknowledgments in coordination with the Director of Communications and Marketing
  </li>
  <li>
   Maintain partner contact list updates
  </li>
  <li>
   Provide support for Leadership Circle partner management, including meeting coordination, materials preparation, and follow-up
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Operations &amp; Process Management
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Collaborate closely with the Career Advancement, Program, and Admissions teams to support partnership activities aligned with programmatic needs, including but not limited to the internship process
  </li>
  <li>
   Execute systems and processes designed to scale partner engagement while maintaining a high-touch experience
  </li>
  <li>
   Maintain organized documentation of all partner interactions, commitments, and deliverables
  </li>
  <li>
   Help track Partnership revenue and support revenue reconciliation process with finance and accounting
  </li>
  <li>
   Work collaboratively with the entire Partnerships and Giving team, providing support where needed to ensure team success
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  ABOUT THE SUCCESSFUL CANDIDATE:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   3-5 years of experience in partnerships, business development, fundraising, client relations, or related field; experience in asset management or financial services preferred
  </li>
  <li>
   Client relationship management and/or donor engagement experience required; experience personally raising funds a plus
  </li>
  <li>
   Excellent written and verbal communication skills; able to communicate effectively with senior leaders at partner firms
  </li>
  <li>
   Highly responsive to partner and internal requests with strong commitment to timely follow-through
  </li>
  <li>
   Experience planning and executing client or donor events strongly preferred
  </li>
  <li>
   Demonstrated track record of managing multiple projects and deadlines simultaneously with exceptional attention to detail
  </li>
  <li>
   Outstanding organizational and project management skills with ability to create systems and processes that enhance efficiency
  </li>
  <li>
   Proficiency with CRM systems and databases; experience with Google Suite and Microsoft Office; Salesforce experience a strong plus
  </li>
  <li>
   Strong analytical skills with ability to work with data, create reports, and derive insights
  </li>
  <li>
   Proven ability to work both independently and collaboratively as part of a team
  </li>
  <li>
   Enthusiastic self-starter with a proactive attitude
  </li>
  <li>
   Passion for GWI's mission and community
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  EDUCATION
 </strong>
 : Bachelor's degree is highly preferred
 <br/>
 <br/>
 <strong>
  TRAVEL
 </strong>
 : Limited local and domestic travel expected. Event attendance required on select evenings and weekends.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <strong>
  GIRLS WHO INVEST'S PRINCIPLES:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Performance: Building investment teams to drive better outcomes and create meaningful impact
  </li>
  <li>
   Innovation: Always innovating to create the best programs for our participants and partners to help individuals stay and thrive in an evolving investment landscape
  </li>
  <li>
   Community: Accelerating careers through the power of community and connection
  </li>
  <li>
   Respect: Ensuring all who interact with GWI encounter an inclusive, respectful environment that welcomes each other's unique skills and perspectives
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  COMPENSATION
 </strong>
 : Current compensation range expected: $90,000 - $100,000 per year. The starting pay will depend on a variety of factors that may include but are not limited to experience, education, training, and certification. GWI offers a strong and competitive benefits package.
 <br/>
 <br/>
 <em>
  Girls Who Invest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to 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.
 </em>
</div>


Partnerships Associate - Asset Management

Franklin Templeton

<div><div>Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients&rsquo; portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.</div><div></div><div>
Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you&rsquo;ll get exposed to different cultures, people, and business development happening around the world.</div><div></div><div>
Senior Content Creator</div><div></div><div>
Fiduciary Trust International is seeking a Senior Content Creator to lead the creation of compelling content with a strong focus on wealth management sales and marketing content. You will be responsible for developing persuasive presentations, pitch decks and other client-facing collateral that clearly communicates value and drives business development. Acting as the editorial lead and writer for wealth planning, you will craft scripts for videos and webinars to educate, engage, and influence key audiences.<br>
<br>
The Senior Content Creator contributes to brand storytelling, website copy, and ad hoc writing projects, supporting marketing campaigns and client outreach.</div><div></div><div>
The ideal candidate is a strategic thinker and exceptional communicator who can collaborate with subject matter experts and creative teams to deliver content that advances both marketing and sales goals. A strong understanding of how to write sales-oriented copy, alongside expertise in SEO best practices, is essential.</div><div></div><div>
How You Will Add Value</div><div></div><div>
Thought Leadership &amp; Content Strategy:</div><ul><li>
Develop content ideas based on SEO results, website analytics and themes.</li><li>
Lead the editorial board for wealth planning content, overseeing topic selection, content pipeline, contributor coordination and alignment with business strategy.</li><li>
Create compelling thought leadership content in collaboration with internal experts&mdash;covering topics such as tax planning, estate strategies, financial planning, and wealth transfer.</li><li>
Write scripts for educational videos and webinars, ensuring the content is clear, compliant, engaging, and aligned with audience needs.</li><li>
Develop short and long-form content, blogs, articles, infographics, and other assets that establish our authority in wealth management and financial planning.</li><li>
Develop client testimonials for the website and pitch materials</li></ul><div></div><div>
Brand and Web Copywriting:</div><ul><li>
Write and edit brand-consistent messaging for webpages, digital experiences and marketing campaigns.</li><li>
Utilize language across content to maximize SEO results</li><li>
Craft content for homepage messaging, product/service pages, and campaign landing pages.</li><li>
Support executive communications with high-impact storytelling aligned to our brand.</li></ul><div></div><div>
Presentations:</div><ul><li>
Develop content and storylines for prospect and client presentations and slides</li><li>
Build out slide libraries for pitchbooks and educational presentations</li></ul><div></div><div>
Editorial Operations &amp; Content Management:</div><ul><li>
Lead the wealth planning editorial calendar and manage the production workflow from concept to publication.</li><li>
Coordinate reviews and approvals for all content assets, including video and webinar materials.</li><li>
Work closely with cross-functional teams to align content with marketing campaigns and client journey strategies.</li><li>
Track and report on content performance and engagement metrics; adjust strategies accordingly.</li></ul><div></div><div>
Ad Hoc and Cross-Functional Writing Support:</div><ul><li>
Deliver writing support for various initiatives including emails, brochures, client letters, internal communications, award submissions and scripts for speakers leading FTI-hosted events and sponsorships.</li><li>
Adapt messaging across channels, audiences, and formats as new business needs arise.</li><li>
Use AI tools for content drafting, repurposing and optimization where appropriate.</li></ul><div></div><div>
What Will Help You Be Successful in This Role</div><div></div><div>
Experience and Education:</div><ul><li><div>
BA in Communications, Journalism, Marketing or related field; MBA a plus</div></li><li>
10+ years of writing and content strategy experience within asset or wealth management required</li><li>
Expertise in developing thought leadership in financial planning and wealth advisory contexts</li><li>
Demonstrated experience writing scripts for videos, webinars, and other presentation-based formats</li><li>
Strong project management skills and ability to manage multiple priorities in a matrixed organization</li></ul><div></div><div>
Technical Skills:</div><ul><li><div>
Familiarity with AI content tools, SEO, and digital publishing best practices</div></li><li>
Proven success managing editorial boards or content calendars with cross-functional stakeholders</li><li>
Strong storytelling skills with a mastery of structure, tone and technical accuracy</li></ul><div></div><div>
Learn More: Click below links to learn more about Fiduciary Trust International &ndash;</div><ul><li><div>
Fiduciary Trust International</div> LinkedIn Company Page</li><li><div>
The Story of Fiduciary Trust International</div></li></ul><div></div><div><i>
Compensation</i><i>: Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental &amp; caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $150,000 - $165,000, depending on location and level of relevant experience, plus discretionary bonus.</i></div><div></div><div>
#LI-US</div><div>
#Hybrid</div><div></div><div><div><div><div>
Experience our welcoming culture and reach your professional and personal potential!</div><div><br>
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there&rsquo;s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.<br>
<br>
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life&rsquo;s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.</div><div></div><div><div>
Learn more about the wide range of benefits we offer at Franklin Templeton</div><br>
<ul><li>Most benefits vary by location. Ask your recruiter about benefits in your country.</li></ul></div><div></div><div>
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.</div><div></div><div>
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to <div>accommodations@franklintempleton.com</div>. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.</div></div></div></div></div>

Senior Content Creator - Wealth Management

Fidelity Investments

Job Description: <p><strong>The Role</strong> </p> <p>As an Alternatives Private Equity/ Real Assets Product/Squad Lead, you will blend private equity/ real assets expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the "what" and "when" of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. </p> <p>You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private equity/ real assets to ensure you bring the latest thinking to your role. </p> <p>You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. </p> <ul><li><p>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </p></li></ul> <ul><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </p></li></ul> <ul><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </p></li></ul> <ul><li><p>Inspecting and evaluating progress, and removing impediments for your squad </p></li></ul> <ul><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria </p></li></ul> <ul><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </p></li></ul> <p><strong>The Expertise and Skills You Bring</strong> </p> <ul><li><p>6+ years' experience preferred including <strong>alternatives</strong><strong> products</strong> servicing with an asset manager, fund administration firm or custodian. </p></li></ul> <ul><li><p>Bachelor's Degree or equivalent experience. </p></li></ul> <ul><li><p><strong>Advanced knowledge of broad and deep operations of private equity/ real assets products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments. </strong></p></li></ul> <ul><li><p>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </p></li></ul> <ul><li><p>CAIA and /or CFA is a plus. </p></li></ul> <ul><li><p>Agile and Jira experience preferred</p></li></ul> <p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p> <p><strong>The Team</strong> </p> <p>The Director, Alternatives Private Equity/ Real Assets Product/Squad Lead will join a team of 50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. </p> <p>This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. </p><p><strong></strong></p><p><strong></strong></p> The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p> Certifications: Category: Product Management

Product Lead, Alternatives Private Equity and Real Assets

<div><h2 class="jobSectionHeader"><b>Description</b></h2>
<div>
<p>The Alternative Asset Insurance Solutions Division is dedicated to providing exceptional service and innovative solutions to private equity sponsors and strategic buyers. We are seeking an experienced and highly motivated Insurance Due Diligence Project Manager to join our team. The successful candidate will be responsible for managing and executing insurance due diligence projects, ensuring comprehensive analysis and assessment of the insurance-related costs, liabilities and risk exposures of mergers, acquisitions, and other corporate transactions. We are committed to fostering a collaborative and dynamic work environment where every team member can thrive and contribute to our success.</p>
<p><b>
The Role</b></p>
<ul>
<li>Leading and managing the insurance due diligence process from initial engagement through the transaction close and the transition to the WTW service team</li>
<li>Developing project plans to ensure all deliverables are met within scope and timeline.</li>
<li>Conducting comprehensive reviews and analyses of insurance policies, programs, and coverage to identify key risk exposures and provide recommendations to mitigate identified risks and optimize insurance coverage</li>
<li>Prepare detailed due diligence reports summarizing findings, assessments, and recommendations and presenting those findings to the deal team, highlighting key risks and suggested mitigation strategies.</li>
<li>Ensuring continuous communication and establishing clear expectations for both external and internal constituents</li>
<li>Serving as a strong role model and influence on others for best practices including a commitment to collaboration and team dynamics.</li>
<li>Staying updated on industry trends, regulatory changes, and best practices in insurance due diligence.</li>
<li>Ensuring that client engagement, contract formation, and service delivery processes fully comply with WTW policies across all territorial, legal, and regulatory domains.</li>
</ul></div><h2 class="jobSectionHeader"><b>Qualifications</b></h2>
<div>
<p><b>The Requirements</b></p>
<ul>
<li>Minimum of 5+ years of experience in insurance due diligence, client management, insurance broking or related field</li>
<li>Self-motivated with the ability to work within a fast-paced, dynamic environment where superior time-management, organization, and prioritization skills are essential</li>
<li>Bachelor&rsquo;s Degree</li>
<li>Valid insurance broker license required.</li>
<li>Strong communication skills (verbal and written), along with proficiency in numerical analysis, presentation, and organization.</li>
<li>Exceptional interpersonal skills, including the ability to build and maintain long-term relationships.</li>
<li>A broad understanding of property and casualty insurance policies, coverage types, and risk assessment methodologies.</li>
<li>Excellent organizational, analytical and problem-solving skills.</li>
<li>Professional designations such as CPCU, ARM, or equivalent is a plus.</li>
<li>Previous managerial or leadership experience in a client-facing role is highly advantageous.</li>
<li>Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).</li>
</ul>
<p>Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.</p>
<p><b>
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.</b></p>
<p><b>
Compensation and Benefits</b></p>
<p>
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).</p>
<p>
Compensation</p>
<p>
The base salary compensation range being offered for this role is $150,000&ndash; $250,000 USD per year. This role is also eligible for an annual short-term incentive bonus.</p>
<div><div><div><div><div><div><div>
<p><b>Company Benefits (US locations)</b></p>
<p>
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p>
<ul>
<li><b>Health and Welfare Benefits:</b> Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&amp;D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</li>
<li><b>Leave Benefits:</b> Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), <b>Paid Time Off</b> (<i>Washington State only</i>)</li>
<li><b>Retirement Benefits:</b> Contributory Pension Plan and Savings Plan (401k).</li>
</ul>
<p>This is a hybrid role based out of New York.</p>
<p>
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.</p>
<p><b>
EOE, including disability/vets</b></p></div></div></div></div></div></div></div></div></div>

Senior Project Manager, Alternative Asset Insurance Solutions

Fernridge Group

<div>
 <p>
  <strong>
   Senior Transaction Manager (New York, NY):
  </strong>
  Our client, a leading credit and real estate focused alternative asset management firm with north of $10B AUM, is seeking an attorney to join their growing legal team. This individual will work closely with both the General Counsel and Chief Transaction Counsel.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Highlights:
 </p>
 <ul>
  <li>
   Opportunity to join a growing, actively fundraising firm, in a newly created capacity working alongside a talented and lean legal and deal team
  </li>
  <li>
   New hire will focus on the structuring and closing of RE loans, as well as the ownership and operation of real properties from both a legal and business standpoint
  </li>
  <li>
   Highly visible and interactive role across teams and all levels internally
  </li>
  <li>
   Hybrid work (4 days in) and excellent work/life balance, benefits, and compensation
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Responsibilities:
 </p>
 <ul>
  <li>
   Structure, close and securitize the firm&rsquo;s commercial real estate loan originations
  </li>
  <li>
   Track closing process and progress of all transactions in house
  </li>
  <li>
   Assist Asset Management with loan amendments, modifications and workouts
  </li>
  <li>
   Review and approve loan documentation, purchase and sale agreements and legal diligence prior to every closing
  </li>
  <li>
   Review and approve securitization documentation, including confirmation of related representations and DDQ information
  </li>
  <li>
   Negotiate warehouse and similar financing arrangements for Firm's assets
  </li>
  <li>
   Draft and/or review other legal documents, including confidentiality agreements, third party engagement letters, scopes of work, etc.
  </li>
  <li>
   Be a resource to CRE group, with focus on origination deal teams, on issues with legal and other ramifications
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Qualifications:
 </p>
 <ul>
  <li>
   JD required
  </li>
  <li>
   3 - 6 years of relevant experience in private practice
  </li>
  <li>
   Experience working on commercial real estate debt and equity transactions and documents
  </li>
  <li>
   Experience with real estate asset management, including loan modifications, workouts and sales, as well as real property dispositions
  </li>
  <li>
   Knowledge of corporate structures and documentation, including REIT formation
  </li>
  <li>
   Ability to take initiative/ownership/responsibility of work product
  </li>
 </ul>
 <p>
 </p>
</div>


Legal Counsel

Selby Jennings

<div>
 <p>
  <strong>
   Investment Analyst - Principal Investments (Private Credit &amp; Equity)
  </strong>
 </p>
 <p>
  A leading global asset manager is seeking a driven and analytical Investment Analyst to join its Principal Investments team. This team manages approximately $40 billion in assets and invests across both private credit and equity. The firm offers a dynamic buy-side platform with broad deal exposure, consistent transaction experience, and direct access to senior investment professionals.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Key Responsibilities:
 </p>
 <ul>
  <li>
   Support deal execution across private credit and equity investments
  </li>
  <li>
   Conduct financial modeling, including LBO and valuation analyses
  </li>
  <li>
   Prepare investment memos and presentations for internal stakeholders
  </li>
  <li>
   Participate in due diligence and market research
  </li>
  <li>
   Collaborate with senior team members across the investment life cycle
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Requirements:
 </p>
 <ul>
  <li>
   <strong>
    Strictly 1-2 years of post-undergraduate professional experience
   </strong>
  </li>
  <li>
   Prior experience in investment banking, ideally in M&amp;A or Leveraged Finance
  </li>
  <li>
   Strong proficiency in Excel and financial modeling (especially LBO models)
  </li>
  <li>
   Background at a Bulge Bracket, Elite Boutique, or Middle Market investment bank
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Compensation:
 </p>
 <ul>
  <li>
   Competitive base salary and performance-based bonus
  </li>
  <li>
   Comprehensive benefits package
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  This is an exceptional opportunity to join a high-performing team with strong career development prospects and exposure to a diverse range of investment opportunities!
 </p>
</div>


Investment Analyst

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