SVP, Head of Investment Sales Desk FidelitySVP, Head of Investment Sales DeskSmithfield, Rhode IslandRemoteSales 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. As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels.
Director, Investment Analysis - Alternatives FidelityDirector, Investment Analysis - AlternativesSmithfield, Rhode IslandRemotePlease 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. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm.
Investment Management Consultant II - Smithfield FidelityInvestment Management Consultant II - SmithfieldSmithfield, Rhode IslandRemoteSales 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. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystRI$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
Investment Sales Associate Berkshire BankInvestment Sales AssociateProvidence, RI$52,000–$90,498 / yearPurpose/Objective: The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Audit Supervisor | Alternative Investment Group CBIZ IncAudit Supervisor | Alternative Investment GroupProvidence, RISupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
Audit Manager | Alternative Investment Group CBIZ IncAudit Manager | Alternative Investment GroupProvidence, RISupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumRiverside, RI$28.85–$36.06 / hourThis includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Customer Associate - Fidelity Investments Skills for Rhode Islands FutureFinancial Customer Associate - Fidelity InvestmentsSmithfield, RIIf hired, you'll learn about the financial services industry, develop your skills, and gain new experiences and can expect the following: You will join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. Indulge in the local delicacies like clam cakes and Rhode Island chowder, catch a game of the Pawtucket Red Sox at McCoy Stadium, or immerse yourself in culture at the Providence Performing Arts Center.
Relationship Banker, Barrington, RI Santander USRelationship Banker, Barrington, RIBarrington, RIEducation:** + High school diploma, GED: or equivalent - Required + Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred **Qualifications:** + 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) + 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.