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<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: RegistrationAll Locations: 1601 Washington StreetPosition Summary: As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth. As a member of the Patient Access Team you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience. The Patient Access Coordinator will be expected to book, cancel, reschedule, and check out appointments and answer phones according to the Registration department guidelines.Essential Duties and Responsibilities:<ul><li>Check-out appointments and create follow up visits or recalls.</li><li>Book, cancel and/or reschedule appointments as needed for patients walking in.</li><li>Answer Phones.</li><li>Document clear and concise telephone encounters or RX refill request and route appropriately.</li><li>Navigate and document in the Electronic Medical Record (Epic), to access relevant and appropriate information.</li></ul>Qualifications and Requirements:<ul><li>HS Diploma/GED.</li><li>Minimum of 1 year customer service and/or administrative experience.</li><li>Excellent written and verbal communication, judgement and problem solving skills.</li><li>Bilingual fluency Spanish/English required.</li><li>Knowledge of medical terminology and experience working with electronic medical record technology a plus.</li><li>Proficient in Microsoft Office Suite.</li></ul>

Coordinator, Patient Access SE

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: RegistrationAll Locations: 1601 Washington StreetPosition Summary: Primarily performs all registration and scheduling related activities in the South End Patient Access Department. This includes the delivery of exceptional customer service and the accurate and comprehensive collection, verification, and of demographic, insurance, and account information. In addition, the PAC supports various clinical department operations by answering incoming calls to the South End, performing primary functions such as appointment scheduling, coordinating refill requests, appropriately screening of calls that need to be transferred to a nurse, messages to providers, and outreach calls to patients by provider request. As a member of the Patient Access team, your goal is to maximize health center revenues through accurate comprehensive demographic, and account information and verified insurance coverage while facilitating efficient patient flow within the South End Location. A successful candidate would demonstrates superior customer service, written and verbal communication, judgment and problem solving skills. Schedule: Monday-Friday, 8am-5pm and includes evening, weekend or holiday rotationsESSENTIAL DUTIES &amp; RESPONSIBILITIES<ul><li>Promotes a welcoming environment, being mindful of body language and side conversations, while consistently focusing on making patients feel welcomed by being attentive and responsive to their situation.</li><li>Communicates accurately and clearly to make sure patient/colleague understands information provided</li><li>Demonstrates the willingness to problem solve independently and the judgment to know when to seek assistance from others</li><li>Is responsive to feedback and demonstrates ability to apply feedback</li><li>Maintains a positive attitude</li><li>Adheres to Attendance, Punctuality, Dress code, Cell phone &amp; all NeighborHealth policies such as privacy, patient identification and infection control.</li><li>Maintain excellent punctuality and attendance.</li><li>Timely and accurate completion and submission of timesheets</li><li>Exhibits attentiveness at work by following NeighborHealth cell phone policy.</li><li>Attends and actively participates in staff meetings and trainings.</li><li>Maintains cooperative working relationships and builds team identity within the department, the Patient Access team and across the organization</li><li>Demonstrates self-motivation and independence by making optimal use of standby time</li><li>Understands the importance of covering all areas/tasks as needed to fulfill core departmental functions.</li><li>Verifies insurance per dept protocol using external insurance websites/portals and or RTE</li><li>Works within the scope of the departmental guidelines</li><li>Takes detailed messages and documents/sends via the appropriate communication tool</li><li>Proficient in the use of the electronic medical record (Epic) as it pertains to department-based workflows/guidelines as well as other electronic network tools such as Workday, Outlook, MyChart.</li><li>Reports delays in supply orders, safety and equipment problems, and malfunctioning or missing equipment.</li><li>Interacts in manner that is mindful of the individual by being sensitive to culture, age, gender and lifestyle</li><li>Strives to find common ground when interacting with patients and colleagues</li><li>SE PA Staff have a dual role: call center agents and registration staff. 50% or more of their time, they are functioning as call center agents.</li><li>Promptly answers all incoming calls via Touchpoint for the following queues: Main line, Primary Care, Hass Center, Nutrition, Vision, Patient Services, and Behavioral Health. Also assist with the COVID lines as needed. Back up agents for Women’s Health, Pediatrics and Recovery Services lines.</li><li>*plan to take service lines as prime agents</li><li>Meets departmental metric of completing 60-90 calls per day</li><li>Appropriately schedules, cancels, and or reschedules appointments for the following departments: Primary Care, Hass Center, Nutrition, Vision, Patient Services, Behavioral Health,, and the COVID Department</li><li>Appropriately creates telephone and refill encounters and routes to the appropriate pools</li><li>Appropriate create COVID lab orders in Epic and create negative test result letters as needed</li><li>Appropriately refers patients to other departments when required and announces all warm transfer calls, in accordance to guidelines, to assure optimal delivery of customer service&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Knowledge of “red flag”/urgent symptoms; know when immediate nurse involvement is needed&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Assists in escalated complaints that are not specifically requesting a supervisor and creates CRMs&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Follows the check in/registration guidelines</li><li>Follows check out guidelines when at the Hass, covering in BH/Dental/Vision departments in person</li><li>Process co-pay, self-payment posting as appropriate and cash handling following NeighborHealth protocol</li><li>Monitors waiting rooms when covering Registration</li><li>Process UDS, Privacy Notice, Consent to Bill/Treat forms, Care Partner forms, PHQ9, MVA/WC forms.</li><li>Faxing sorting and distribution</li><li>Complete pre-registration WQs for Primary Care (includes WH and Pedi), Nutrition, Vision, BH, Dental, Recovery Services, Neurology, Acupuncture, and Pedi Asthma</li><li>Complete the telehealth reports for all departments/providers at South End</li><li>Completes the Nutrition WQ/outreaches in the SE Internal WQ</li><li>Completes the in basket/staff messages request from providers</li></ul>EDUCATION: <ul><li>High School Diploma or G.E. Equivalent required.</li></ul>EXPERIENCE:<ul><li>One year of customer service experience previous experience in health insurance or medical setting strongly preferred.</li></ul>SKILLS/ABILITIES:<ul><li>Bilingual in English and Spanish required. </li><li>Demonstrates ability to work in a fast paced environment performing multiple tasks simultaneously.</li></ul>BENEFITS:<ul><li>Medical, dental, and vision coverage</li><li>Life and disability insurance</li><li>401(k) retirement plan</li><li>Tuition reimbursement</li><li>Flexible spending and transportation accounts</li><li>Paid holidays, vacations, sick, and personal time</li><li>Generous staff development benefit</li><li>Excellent malpractice coverage</li><li>Pet insurance</li><li>Free parking</li><li>And much more</li></ul>RATE: $21/hr

Coordinator Patient Access SECHC

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>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</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>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!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Financial Consultant - Hingham, MA

<h3>Job Description:</h3>The RoleAs the Emerging Products Sales Manager in Workplace Investing, you will be part of the Sales Senior Management team, leading a national sales team responsible for growth of new Workplace Giving and Student Debt business for Workplace Investing across all markets.In this role, you will strategically oversee all pipeline sales management and reporting while leading and coaching Account Executive (AE) performance, specifically with opportunity advancement. You will also collaborate with business partners, including Relationship Management, to foster the best chances for opportunity development.In addition, you will support senior leadership with goal development by segment and communication with AE’s and others across the organization. This will require effective documentation and communication. Accountability is key.The Expertise and Skills You Have<ul><li>Proven empathetic leadership experience</li><li>Sales and/or sales process experience</li><li>Strong coaching ability</li><li>Industry experience preferred, but not required</li><li>You should bring strong communication and collaboration skills to the role that can be applied to your team, our internal business and the marketplace</li><li>You should have excellent creative and strategic thinking skills that can be applied both to our sales process, as well as strategically to how we go to market</li><li>You should bring exceptionally strong interpersonal skills, emotional intelligence and empathy in managing your team, internal and external relationships in a proactive, energetic and customer-obsessed way.</li><li>You must demonstrate a strong ability to be a quick study – aptitude and intelligence will be important in this fast-moving part of our business</li><li>You should have a strong comfort with data and data analytics to help leverage and drive better decision-making on our go to market strategy and where to focus our sales efforts</li><li>Coaching, leading and managing a team of proven sales professionals</li><li>Engaging and collaborating internally with key partners across Relationship Management, Operations, Marketing, Product, Finance and other parts of the business to lead on our go to market strategy in these spaces</li><li>Representing voice of the market and voice of the customer amongst the extended leadership team within Fidelity</li><li>Setting direction for our sales organization and the overall growth of our business as part of the senior sales management team that drives Fidelity’s leadership in the marketplace</li><li>As part of the senior sales management team, creating an inclusive and fun environment which results in your team and WI Sales being one of the best places to work in any industry</li></ul>The TeamThe SVP, Emerging Products Sales Manager leads a team of tenured AE’s who are dispersed geographically around the country. This team enjoys support in a number of areas of the sales process by individuals in our sales support organization. The AE’s lead a complex B2B sales process that ultimately culminates in a team sale, involving various representatives of our Workplace Investing business, including but not limited to Relationship Management, Operations, Implementation and Communications. The SVP, Emerging Products Sales Manager also works with key partners in Finance, Marketing, Reporting and other functions to optimize our go to market strategy.The base salary range for this position is $150,000-$200,000 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.<h3>Certifications:</h3><h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

SVP, Emerging Product Sales Manager

<h3>Job Description:</h3>As the Health &amp; Welfare (H&amp;W) Sales Manager in Workplace Investing, you will be part of the Sales Senior Management team, leading a national sales team responsible for growth of new H&amp;W business for Workplace Investing across all markets.In this role, you will strategically oversee all pipeline sales management and reporting while leading and coaching Account Executive (AE) performance, specifically with opportunity advancement. You will also collaborate with business partners, including Relationship Management, to foster the best chances for opportunity development.In addition, you will support senior leadership with goal development by segment and communication with AE’s and others across the organization. This will require effective documentation and communication. Accountability is key.The Expertise and Skills You Have<ul><li>Proven empathetic leadership experience</li><li>Sales and/or sales process experience</li><li>Strong coaching ability</li><li>Industry experience preferred, but not required</li><li>You should bring strong communication and collaboration skills to the role that can be applied to your team, our internal business and the marketplace</li><li>You should have excellent creative and strategic thinking skills that can be applied both to our sales process, as well as strategically to how we go to market</li><li>You should bring exceptionally strong interpersonal skills, emotional intelligence and empathy in managing your team, internal and external relationships in a proactive, energetic and customer-obsessed way.</li><li>You must demonstrate a strong ability to be a quick study – aptitude and intelligence will be important in this fast-moving part of our business</li><li>You should have a strong comfort with data and data analytics to help leverage and drive better decision-making on our go to market strategy and where to focus our sales efforts</li><li>Coaching, leading and managing a team of proven sales professionals</li><li>Engaging and collaborating internally with key partners across Relationship Management, Operations, Marketing, Product, Finance and other parts of the business to lead on our go to market strategy in these spaces</li><li>Representing voice of the market and voice of the customer amongst the extended leadership team within Fidelity</li><li>Setting direction for our sales organization and the overall growth of our business as part of the senior sales management team that drives Fidelity’s leadership in the marketplace</li><li>As part of the senior sales management team, creating an inclusive and fun environment which results in your team and WI Sales being one of the best places to work in any industry</li></ul>The TeamThe SVP, H&amp;W Sales Manager leads a team of tenured AE’s who are dispersed geographically around the country. This team enjoys support in a number of areas of the sales process by individuals in our sales support organization. The AE’s lead a complex B2B sales process that ultimately culminates in a team sale, involving various representatives of our Workplace Investing business, including but not limited to Relationship Management, Operations, Implementation and Communications. The SVP, H&amp;W Sales Manager also works with key partners in Finance, Marketing, Reporting and other functions to optimize our go to market strategy.The base salary range for this position is $150,000-$200,000 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.<h3>Certifications:</h3><h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

SVP, Health &Welfare Sales Manager

<h3>Job Description:</h3>The GroupHeadquartered in Boston, the High Income &amp; Alternatives group manages over $100 billion in assets under management (AUM). The group’s investments span “across the capital structure,” including high-yield bonds, leveraged loans, convertible bonds, alternative credit, structured credit, and equities. Fundamental research forms the backbone of the group’s investment process. The team allocates capital from various Fidelity funds and separately managed accounts (SMAs) for institutional and retail clients. Additionally, it oversees Fidelity Investments’ global collateralized loan obligation (CLO) issuance business, encompassing the USD Ballyrock CLOs and the EUR Grand Harbor CLOs, with a combined CLO AUM of $11 billion.The RoleThe Structured Credit Research Analyst will evaluate and manage investments in structured credit products, including MBS, ABS, and CLOs. The ideal candidate will leverage their deep understanding of structured finance markets to provide actionable insights and contribute to all phases of the investment process, from sourcing, through underwriting and negotiation, to investment realization.The Value You Deliver<ul><li>Support investment activities in public and private structured credit investments. Perform in-depth collateral and credit analysis and on-going monitoring of RMBS, ABS, and structured corporate credit securities such as CLOs and private debt rated feeders.</li><li>Source and perform initial screening of potential investments; participate in marketing calls.</li><li>Conduct due diligence, negotiate terms, and develop quantitative models for underwriting and stress testing investments suitable for Fidelity funds and clients.</li><li>Communicate investment recommendations through detailed investment reports and presentations.</li><li>Contribute to internal publications, providing market updates, marketing insights, and funds reporting.</li><li>Identify market trends and regulatory changes impacting structured finance.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree in finance, economics, or a related field; advanced degree or CFA designation preferred.</li><li>3-5 years of direct experience in the securitized products markets.</li><li>Proficiency in RMBS security analysis is essential, with additional experience in ABS, CLOs, and/or other structured products highly desirable. Previous experience in structuring, trading, or research at an investment bank, or in investing in securitized assets at an investment manager, is required.</li><li>Comprehensive understanding of structured finance markets, including issuers’ business models, roles of service providers, rating methodologies, and key drivers of security/asset performance.</li><li>Solid understanding of securitization structures. Proven ability to generate collateral performance assumptions, evaluate credit risks and negotiate deal terms.</li><li>Strong skills in fixed income mathematics; comfortable running bonds through Intex and Bloomberg. Proficiency in data analysis tools (SQL, Tableau, etc.), and advanced programming skills are a plus. </li><li>Exceptional analytical, communication, and presentation skills, with strong attention to detail.</li><li>Ability to collaborate effectively in a team environment, working closely with analysts, portfolio managers, and cross-functional teams. A high level of integrity is essential.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Structured Credit Research Analyst

<h3>Job Description:</h3>The Role You are a seasoned AI engineer with a deep understanding of how LLMs work and can be integrated into a modern information-processing stack. You Will Have <ul><li>Significant, demonstrated experience in solving complex business tasks by harnessing state-of-the-art LLMs to extract, analyze, summarize, and otherwise operate with information in a large variety of document types. </li></ul><ul><li>Excellent knowledge of Gen AI tool stack -- understanding how to parse and chunk documents for specific kinds of application tasks, embeddings, retrieval augmented generation, designing complex information-processing flows with LLMs inside, crafting text instructions to reliably elicit desired task behavior from LLMs </li></ul><ul><li>Deep expertise in Python, in particular being productive with idiomatic Pythonic techniques and standard libraries, so that sophisticated systems can be built quickly with a small amount of code. </li></ul><ul><li>Excellent knowledge of standard tools of the trade for machine learning engineers, such as WandB for ML flow, Prodigy, and open-source tools for data/document annotation. </li></ul><ul><li>The ability to design, run and evaluate a series of experiments that will enhance your team's understanding of how specific LLMs can be used to accomplish specific tasks. </li></ul><ul><li>Bachelor’s in computer science or related area, plus five years of experience, or a Master's with two years of experience. </li></ul><ul><li>Experience in finance, broadly, and investing specifically is highly desirable. </li></ul>The Team We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals in Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks. These tasks include summarizing documents (from different points of view), answering questions about passages, extracting terms from documents, comparing extracted information across time, across deals, consolidating and restating agreements (with their amendments), identifying trends, monitoring changes in the state of the world that are relevant to a particular professional, generating plausible scenarios, analyzing and decomposing into factors, generating reports. Assistants are personalized to their principal, deliver results with high quality, and are expected to get better over time, with increased interaction with their principals and with the world. <h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Director, GenAI Technology

<h3>Job Description:</h3>Description With over one Trillion of dollars in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelity’s Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions. Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity’s Portfolio Advisory Services and through Fidelity’s Wealth Management Advisory Services. We construct and manage asset allocation portfolios for over 3.5 million customer accounts. Strategic Advisers is looking for an Investment Manager to join the Client Investment Risk Management (CIRM) team in our Boston office. The CIRM team monitors unintended investment risks in millions of customer accounts to ensure client outcomes match intentions and no portfolio left behind. This team is responsible for the impact analysis and remediation whenever issues arise that could affect SAI’s client accounts. Primary Responsibilities You will play a significant role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies, optimized participant level portfolios, and unified managed household assets in retail and workplace accounts. You will collaborate with many business partners to enhance our independent bottom-up risk framework for all managed account products. You will combine investment expertise with a high degree of technical proficiency to provide tax-sensitive, customized management of multi-asset class portfolios to our clients. You will also develop tax-aware transition strategies for high-net-worth clients. Client Investment Risk Management <ul><li>Work within the Portfolio Engineering group to prototype and provide technical design requirements for innovative approaches to analyze and monitor client portfolio investment risk and characteristics. </li></ul><ul><li>Collaborate with other parts of SAI and Fidelity, including Business Oversight, Portfolio Management, Research, Technology, and Operations to improve our process of managing client investment risk. </li></ul><ul><li>Partner with SAI’s embedded Data Scientist team to develop next generation of risk prediction and management programs via AI and Machine Learning. </li></ul><ul><li>Lead the end-to-end issues remediation process and collaborate with compliance, legal, business risk, operation, and investment teams to handle complex service recoveries. </li></ul><ul><li>Communicate CIRM’s vision and process to business partners across the organization. </li></ul>Portfolio Management <ul><li>Manage individual client portfolios consistent with Strategic Advisers' investment philosophy and the unique personalization of each client portfolio. Implement investment strategies based on market movements, tax management opportunities, changes in model portfolio or investment choices. </li></ul><ul><li>Apply analytical and problem-solving skills to efficiently implement sophisticated portfolio construction across multiple account registration types while being able to decipher and clearly understand the impacts on investment risk and return characteristics. </li></ul><ul><li>Create and manage hypothetical first trade analysis for individual client portfolios consistent with Strategic Advisers' investment philosophy and unique client portfolio characteristics. </li></ul><ul><li>Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning to achieve superior pre- and after-tax returns consistent with the SAI’s investment philosophy. </li></ul><ul><li>Present detailed investment processes, philosophies, and capital market dynamics to internal colleagues and potentially external clients. </li></ul><ul><li>Craft customized communication incorporating analysis on performance attribution, portfolio positioning and market review for specific client portfolios. </li></ul><ul><li>Monitor and carry out fiduciary responsibilities with a high-level of integrity. </li></ul>Experience and Education <ul><li>Degree in Finance, Economics, Accounting, Computer Science, Data Science, or Engineering. Graduate degree preferred. </li></ul><ul><li>Five to ten years investment experience in research, portfolio management, trading, risk management or technology development in these fields </li></ul><ul><li>Experience with AI/Machine Learning algorithms and implementation is a plus. </li></ul>Skills and Knowledge <ul><li>Strong skills in SQL and data visualization via Tableau or Power BI. Python or R programming skill is a plus. </li></ul><ul><li>Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment. </li></ul><ul><li>Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving, and the ability to multi-task. </li></ul><ul><li>Proven ability to communicate and work effectively in a highly team-oriented environment. </li></ul>Location Boston, MA Fidelity Investments is an equal opportunity employer. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Accommodation Language Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 2 For roles based in Germany: Contact <a href="mailto:accomodationsgermany@fmr.com" target="_blank">accomodationsgermany@fmr.com</a> For roles based in Ireland: Contact <a href="mailto:accomodationsireland@fmr.com" target="_blank">accomodationsireland@fmr.com</a> Fidelity Privacy policy <h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Investment Manager

<h3>Job Description:</h3>The GroupQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The RoleWe are seeking a Common Risk Platform Product Lead to join the QRI team. In this role, you will be responsible for the technical design and development of Fidelity’s next generation Multi-Asset Class Risk Platform. This platform supports ex-ante risk, VaR, attribution, stress testing and scenario analysis across all asset classes, and is used by investment professionals across Fidelity for risk management, portfolio construction, and alpha research.The ideal candidate will both have the technology expertise to optimize run-time performance, scalability, and robustness of the platform and also have the strong leadership and people management skills to effectively manage a small team of senior developers.In addition to being responsible for the technical design and the management of the end-to-end systems development lifecycle of the platform, a key component of this role is communicating with portfolio and risk managers across the firm to ensure the platform can be optimally used as part of the investment decision making process. The successful evolution of the platform will require balancing long term strategic enhancements with tactical improvements required by the business.The Value You Deliver<ul><li>System Development &amp; Architecture: Lead the architecture and development of robust, scalable systems for investment risk and portfolio analytics, with a focus on multi-asset class risk modeling, performance attribution, and optimization.</li><li>Team Management &amp; Mentorship: Lead, mentor, and build a team of talented quant developers, fostering a collaborative, high-performance environment. Provide technical leadership and guidance in all stages of the software development lifecycle.</li><li>Technical Leadership: Provide technical leadership in building scalable, high-performance systems that handle large volumes of data, ensuring the systems can support complex risk models at scale.</li><li>Collaboration &amp; Stakeholder Engagement: Work closely with senior leaders in Asset Management Technology (AMT) and business stakeholders to design and implement sophisticated quantitative risk and portfolio analytics systems that support decision-making processes in asset management. Translate business requirements into scalable, high-performance technical solutions.</li><li>Technology and Innovation: Lead the adoption of modern software engineering practices, including CI/CD, containerization (Docker), serverless architectures, and cloud technologies to enhance development and operational efficiency.</li><li>Quantitative Risk &amp; Performance Systems: Work with business partners to design and implement sophisticated quantitative risk and portfolio analytics systems that support decision-making processes in asset management.</li></ul>The Expertise and Skills You Bring<ul><li>Industry Experience: 10+ years of experience in software development, quantitative development, or financial technology, with a strong focus on investment risk systems in buy-side asset management firms.</li><li>Quantitative Risk Models: Strong knowledge of risk modeling, including factor-based risk models, scenario analysis, stress testing, and factor attribution.</li><li>Programming &amp; Data Handling:<ul><li>Proficiency in Python (especially libraries like Pandas, NumPy, Dash) for building data-driven applications.</li><li>Familiarity with C++ for performance-critical systems.</li><li>Experience with containerization (Docker), serverless computing, and API management.</li><li>Familiarity with front-end technologies like HTML5, JavaScript, CSS3, and Angular.</li><li>Experience with CI/CD pipelines, infrastructure-as-code, and test-driven development.</li><li>Proficiency with data pipeline engineering, ETL processes, and working with big data technologies for processing large datasets efficiently.</li><li>Strong experience with performance at scale, parallel computing, and high-performance computing.</li><li>Proficient in system architecture and design.</li></ul></li><li>Leadership &amp; Mentorship: Proven ability to lead and mentor teams of quantitative developers, fostering an environment of collaboration, innovation, and continuous improvement in risk and software development practices.</li><li>Educational Background: Bachelor’s or higher degree in Computer Science, Applied Mathematics, Financial Engineering, or a related quantitative field.</li></ul>What We Offer<ul><li>A dynamic, high-impact environment that offers opportunities to work on complex and innovative risk management systems.</li><li>Leadership opportunities to shape the future of Fidelity’s Multi-Asset Class Risk Platform and influence key decisions at the intersection of technology and asset management.</li><li>A collaborative work environment focused on professional growth, technical excellence, and cross-functional teamwork.</li><li>Competitive compensation, including performance-based incentives, and a comprehensive benefits package.</li></ul>The base salary range for this position is $120,000 - $200,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Common Risk Platform Product Lead

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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