Director, Model Portfolios Job at Fidelity Investments

Director, Model Portfolios

Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey mo...

Location

United States , New York, NY; NJ Work From Home

Salary:

100000.00 - 155000.00 USD / Year

Fidelity Investments

Expiration Date

Until further notice

Requirements

Bachelor's degree required
MBA, CFA or equivalent graduate degree a plus
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience

Job Responsibility

Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space

What we offer

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Fulltime

Senior Director, Design - Model Experience

Microsoft Superintelligence team's mission is to empower every person and every ...

Location

United States , Redmond

Salary:

163000.00 - 296400.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Product Design, Human-Computer Interaction, Interaction Design, Communication Design, Linguistics, or related field AND 8+ years experience in product design, experience design, or a related creative discipline
OR Master's Degree in a related field AND 6+ years experience
OR equivalent experience (e.g., demonstrated track record of shipping design work that shaped product identity and user experience)
2+ years of experience managing or mentoring designers, with a strong preference for player-coach roles where you remained deeply hands-on
A portfolio that demonstrates exceptional craft in interaction design, visual design, or content/personality design — with evidence of personal IC contribution, not just direction-setting
Experience designing for AI, LLM, or conversational systems — or a demonstrated deep understanding of how language, tone, and personality affect user trust and experience
Comfort working across disciplines: you can review SFT data quality with a linguist in the morning and critique a Figma prototype in the afternoon
Track record of shipping products end-to-end in ambiguous, fast-moving environments where you owned both the vision and the details

Job Responsibility

Own the creative vision for model experience: Define and evolve how our AI models look, feel, speak, and interact across all surfaces — establishing a coherent design language that spans personality, tone, visual design, and interaction patterns
Do the work yourself: Personally produce high-quality IC output — whether that's crafting model personality specifications, designing interaction prototypes, defining prompt taxonomies, or building evaluation frameworks for response quality. You lead by example
Shape model personality and tone: Work directly with model researchers to define and refine the model's character, voice, and communication style. Translate abstract personality goals into concrete SFT data strategy, quality rubrics, and evaluation criteria
Drive UX for key product surfaces: Own the experience design for MM Labs, Playground, marketing pages, and model specification tools. Ensure every surface reflects world-class design craft and a deep understanding of how users interact with AI
Coach and grow a small team: Manage 4-5 direct reports across model design and UX design. Set direction, run rigorous critiques, unblock your team, and raise the quality bar — while keeping your own hands in the work
Bridge linguistics and design: Serve as the connective tissue between model behavior (how the model responds) and product experience (how users perceive and interact with those responses). Ensure linguistic quality and design craft reinforce each other
Partner across research and engineering: Collaborate closely with model researchers, product managers, and engineers to influence model training priorities, evaluation rubrics, and user-facing capabilities from the earliest stages of development
Build evaluation systems for design quality: Define what good looks like for model personality and UX. Build rubrics, run evaluations, and create feedback loops that connect user experience insights back to model training

Fulltime

New

Avp- Corporate Banking Analyst (Sponsor Portfolio Management And Leverage Underwriting)

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

July 09, 2026

Requirements

2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
MBA, CA, CFA or master's in finance from a premier education institute
2+yrs of experience in Credit Underwriting / Credit risk / Credit Rating
Strong knowledge of accounting and financial concepts
Knowledge of database tools – FactSet, Thomson one, Capital IQ, Factiva, Levin Insights, LCD News and Bloomberg
Knowledge of VBA, Tableau, Power BI etc. would be an added advantage
Strong inclination towards building a career in Fixed Income and Credit domain
Good understanding of corporate finance, financial statement, Ratio analysis, cash flow analysis, and ability to create in-depth financial models
Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
Ability to proficiently use Microsoft Office Applications - Power Point and Excel

Job Responsibility

Build and maintain financials models to assist senior bankers in analyzing growth opportunities for clients
Manage the Sponsor portfolio exposure and assess the credit quality and monitor the portfolio on continuous basis, assist in tracking, underwriting, reviews, covenant monitoring activities
Support the US team to assess the proposal for feasibility based on stage of company, sustainability and scalability of the business model

Fulltime

!

New

Senior Manager - Construction and Commissioning

Location

United Kingdom , Aberdeen

Salary:

Not provided

Aker Solutions

Expiration Date

July 06, 2026

Requirements

Strategic leadership
multi-disciplinary team leadership
stakeholder influence
organisational performance management
commercial awareness
ability to manage complexity

Job Responsibility

Lead a multi-disciplinary function across the UK Life Cycle portfolio
Define and execute the Construction & Commissioning functional strategy
Lead a multi-disciplinary team of managers and specialists
Establish a scalable operating model
Provide senior leadership oversight across the portfolio
Support Project Directors and intervene at a strategic level on key issues
Lead a culture of safety, compliance, and accountability
Ensure commissioning is embedded in delivery strategy
Lead workforce planning and resource allocation
Own financial and cost performance for the function

What we offer

Solid pension and insurance coverage
Well-being: access to free fitness facilities, sport groups and equipment rental, and a variety of cabins for rent
Remote work flexibility: work from home up to two days per week
Vibrant Young Professional network

Fulltime

!

New

Sales Director, Enterprise

As the Sales Director Enterprise (France), you will serve as a senior member of ...

Location

France , Paris

Salary:

Not provided

Palo Alto Networks Italia

Expiration Date

Until further notice

Requirements

Proven second-line leadership with a track record of building and managing field-based sales teams/managers within a rapidly growing sales environment
Experience and knowledge of the cyber security market, information security, and/or enterprise networking industries
Year-over-year track record of successfully managing enterprise sales pipelines and consistently delivering against challenging revenue targets and organizational quotas
Strong experience working with, and leveraging channel partners and strategic security alliance models in the French region
Highly driven individual with an execution focus, a strong sense of urgency, and an entrepreneurial mindset
Exceptional at influencing others, both internally and externally
Fluency in French and English is required
Based in France with a willingness to travel regionally

Job Responsibility

Manage, lead, and mentor a team of field-based District Sales Managers and senior sellers to exceed revenue targets
Lead the development of a winning regional team, including active recruiting, hiring, training, and continuous development
Successfully influence, inspire, and guide others through organizational growth and market changes
Work closely with District Sales Managers to drive strategic account plans
Deep dive into weekly territory pipelines and forecasting activities
Drive, oversee, and participate in team selling opportunities
Communicate effectively with leaders at all levels, establishing open, trusting, and influential relationships with Enterprise C-suite executives and partners
Maintain in-depth technical knowledge of our cybersecurity and networking portfolio
Act as the senior regional anchor, capable of successfully managing significant client escalations and critical business issues

Fulltime

New

Sales Director, Enterprise

Location

France , Paris

Salary:

Not provided

Palo Alto Networks

Expiration Date

Until further notice

Requirements

Proven Second-Line Leadership: Significant success as a proven second-line sales leader with a track record of building and managing field-based sales teams/managers within a rapidly growing sales environment
Cybersecurity & Tech Domain Expertise: Experience and knowledge of the cyber security market, information security, and/or enterprise networking industries
Consistent Track Record: A year-over-year track record of successfully managing enterprise sales pipelines and consistently delivering against challenging revenue targets and organizational quotas
Ecosystem Knowledge: Strong experience working with, and leveraging channel partners and strategic security alliance models in the French region
Mindset & Execution: Highly driven individual with an execution focus, a strong sense of urgency, and an entrepreneurial mindset
holds self and the team accountable to high standards
Cross-Functional Collaboration: Exceptional at influencing others, both internally and externally. Proven ability to build excellent rapport, establish consensus, and collaborate effectively across various functional groups (e.g., SEs, Marketing, Product, Legal) to achieve business goals
Language & Location: Fluency in French and English is required. Based in France with a willingness to travel regionally for key customer and team engagement

Job Responsibility

Second-Line Management: Manage, lead, and mentor a team of field-based District Sales Managers and senior sellers to exceed revenue targets, build a robust pipeline, and secure new enterprise customer logos across France
Talent Acquisition & Culture: Lead the development of a winning regional team, including active recruiting, hiring, training, and continuous development, while steadfastly upholding our corporate core values
Change Management: Successfully influence, inspire, and guide others through organizational growth and market changes, maintaining a resilient, forward-thinking approach when faced with setbacks
Territory Planning & Account Management: Work closely with District Sales Managers to drive strategic account plans, actively engaging in territory planning, development, and relationship cultivation to maximize business growth
Pipeline & Forecast Accuracy: Deep dive into weekly territory pipelines and forecasting activities within a matrixed organization to establish clear goals, coach direct reports on closure strategies, and deliver accurate executive forecasts
Deal Support & Team Selling: Drive, oversee, and participate in team selling opportunities. Bring direct support to the field by participating in and leading key prospect meetings to assist your team in closing high-value enterprise opportunities
Relationship Building: Communicate effectively with leaders at all levels, establishing open, trusting, and influential relationships with Enterprise C-suite executives as well as our partners
Holistic Problem Solving: Maintain an in-depth technical knowledge of our cybersecurity and networking portfolio to deeply understand customers' priorities and guide your team in solving complex enterprise security challenges
Escalation Management: Act as the senior regional anchor, capable of successfully managing significant client escalations and critical business issues to resolution

Fulltime

New

Director, Pricing, Services

Services is a key growth driver for EEMEA. The Network Services team accelerates...

Location

Türkiye , Istanbul

Salary:

Not provided

Mastercard

Expiration Date

July 10, 2026

Requirements

10 Years in Commercial Strategy, Pricing or Revenue Operations ideally in Fintech, SaaS or Platform businesses
Strong commercial acumen and command of unit economics, pricing architecture and margin management – proven ability to translate analytical outputs into commercial insights and strategic recommendations that drive revenue growth, margin improvement, and business performance across complex portfolios
Payments & Commercialization Expertise – Deep understanding of the payments ecosystem — including card and acceptance economics, pricing levers, partner dynamics, and digital commercialization models. Experience supporting product monetization and go-to-market execution across multiple payment flows and distribution channels
Business Case & Portfolio Leadership – Skilled at overseeing the development of business cases and portfolio analytics frameworks. Ability to synthesize insights across multiple initiatives to inform prioritization, investment decisions, and commercialization strategy
Stakeholder Management & Influence – Strong relationship builder with the credibility to engage senior leaders across Product, Finance, Data & Services, and Market Development. Able to simplify complex insights into clear, compelling narratives that influence strategic and financial decisions
Customer & Market Orientation – Deep appreciation of customer economics, partner value drivers, and market trends, ensuring portfolio analytics are grounded in commercial realities and client impact
Collaboration & Cross-Functional Partnership- Demonstrated ability to operate effectively in a matrixed, global environment, fostering alignment and joint ownership across regional and functional teams
Leadership & People Management – Experienced leader with a track record of developing high-performing analytical and commercialisation teams in a hybrid setting (virtual). Adept at coaching, prioritization, and ensuring analytical rigor and insight quality across deliverables
Outcome-Driven Mindset – Focused on driving measurable impact improving portfolio yield, accelerating monetization and enabling smarter commercial decision-making across the Services business

Job Responsibility

Design and optimize commercial models- including subscription, usage-based, outcome-based, and hybrid structures to align monetization with customer value, product profitability and enterprise growth objectives. This includes, but it is not limited to, quantify value, revenue potential, margin impact, cost-to-serve and ROI to inform investment and go/no-go decisions
Govern pricing frameworks across all Services product lines and distribution channels establishing pricing guardrails, margin management and deal governance to ensure commercial discipline and alignment with EEMEA Services’ financial goals
Lead end-to-end commercialization and G2M of new Services products, concepts and solutions from proposal design, syndication and approvals to customer communication - ensuring market readiness, scalability and commercial viability across channels and customer segments
Embed enterprise-wide pricing and commercialization governance by partnering cross-functionally with Finance, Legal, Product and Sales to institutionalize pricing discipline, align commercial decisions with strategic priorities and ensure consistency in market execution
Provide strategic recommendation and oversight for pricing and commercialization practices across the region, building organizational capability, advancing analytics maturity and ensuring decisions balance growth, yield and enterprise value creation

Fulltime

!

New

Tech And Cyber Testing Utility Head, Director

The Technology and Cyber Compliance and Operational Risk Office (TCCORO) at Citi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of relevant experience in technology and cyber risk management, operational risk, compliance, audit, or related control functions within global financial services
Extensive experience in planning, executing, and reporting on compliance testing reviews, operational risk assessments, and regulatory issue validation activities
Senior level experience in a related role with experience in business, functional and people management, with proven abilities in executing concurrently on a portfolio of high-quality deliverables to stakeholders according to strict timetables
Proven experience in building and leading teams and functions, with demonstrated ability to scale operations and standardize methodologies
Subject matter expert in one or more industry standard risk management frameworks (including ISO27001, COBIT, TOGAF and CRI for example), and an in-depth understanding of risk mitigation strategies
Self-motivated and goal-oriented with the ability to seize the initiative, garner consensus and develop and implement an effective strategy
Demonstrates a high level of analytical rigor in formulating strategies, goals and measuring results
Sense of urgency in implementing programs and evaluating priorities
decisive, action-oriented and practical
Willingness to challenge and question the status quo, making recommendations for options and best solutions

Job Responsibility

Manages a staff of risk officers at various levels, with direct accountability for hiring and organizational structure
Has direct oversight for compensation, performance appraisals, staff development, training, etc
Provides input on performance and compensation recommendations for risk officers and utilities that provide risk related services on a matrix basis
Create a positive team environment, monitoring workloads, and supporting work-life quality of team members, and providing candid, meaningful feedback in a timely manner
Oversee the development, implementation, and execution of the TCCORO central assessment support team's operational risk management and compliance assessment programs in accordance with the ORM framework and ICRM policy requirements
Establish and execute the functional strategy for CAST, ensuring comprehensive coverage of technology and cyber compliance and operational risks and TCCORO coverage areas
Manage the planning, execution, and reporting of compliance monitoring and testing assessment activities, and Capability Maturity Assessments (CMA) utilizing AI solutions to simplify and optimize execution
Develop a robust engagement model with all TCCORO coverage teams including business segments, functions, and regional clusters
Oversee the performance of independent assessment activities (testing and ongoing monitoring) to assess the design and effectiveness of key controls designed to address technology and cyber compliance and operational risks

Fulltime

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Director, Model Portfolios

Job Description

Job Responsibility

Requirements

What we offer

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