Senior UX Designers typically: * Lead the design strategy and execution on their product team, with ... services like wealth management, retirement planning, brokerage services, workplace plan ...
Senior UX Designers typically: * Lead the design strategy and execution on their product team, with ... services like wealth management, retirement planning, brokerage services, workplace plan ...
Senior UX Designer
Smithfield, RI · On-site
Senior UX Designer Location: Smithfield, RI Fidelity Investments is looking for a Senior User ... services like wealth management, retirement planning, brokerage services, workplace plan ...
Quick apply
Senior UX Designer
Smithfield, RI · On-site
Senior UX Designer Location: Smithfield, RI Fidelity Investments is looking for a Senior User ... services like wealth management, retirement planning, brokerage services, workplace plan ...
Finance Sr Manager - Deposits
Johnston, RI · Hybrid
$110K - $150K/yr
Experience supporting Private Bank, Wealth Management, or deposit-focused businesses * Familiarity ... It offers visibility to senior leadership, exposure to a complex and evolving business, and the ...
Finance Sr Manager - Deposits
Johnston, RI · Hybrid
$110K - $150K/yr
Experience supporting Private Bank, Wealth Management, or deposit-focused businesses * Familiarity ... It offers visibility to senior leadership, exposure to a complex and evolving business, and the ...
Finance Sr Manager - Deposits
Johnston, RI · Hybrid
$110K - $150K/yr
Experience supporting Private Bank, Wealth Management, or deposit-focused businesses * Familiarity ... It offers visibility to senior leadership, exposure to a complex and evolving business, and the ...
Finance Sr Manager - Deposits
Johnston, RI · Hybrid
$110K - $150K/yr
Experience supporting Private Bank, Wealth Management, or deposit-focused businesses * Familiarity ... It offers visibility to senior leadership, exposure to a complex and evolving business, and the ...
As a Senior Manager, Human Resources in Fidelity Wealth Home Office, you will use your energy ... Participating in talent management initiatives to identify, assess, develop, engage, and reward ...
As a Senior Manager, Human Resources in Fidelity Wealth Home Office, you will use your energy ... Participating in talent management initiatives to identify, assess, develop, engage, and reward ...
Senior Systems Analyst
Smithfield, RI · On-site
Senior Systems Analyst Note: Fidelity will not provide immigration sponsorship for this position ... Financial services domain experience (investment or wealth management) * Experience with tools such ...
Senior Systems Analyst
Smithfield, RI · On-site
Senior Systems Analyst Note: Fidelity will not provide immigration sponsorship for this position ... Financial services domain experience (investment or wealth management) * Experience with tools such ...
Senior Systems Analyst
Smithfield, RI · On-site
Senior Systems Analyst Note: Fidelity will not provide immigration sponsorship for this position ... Financial services domain experience (investment or wealth management) * Experience with tools such ...
Senior Systems Analyst
Smithfield, RI · On-site
Senior Systems Analyst Note: Fidelity will not provide immigration sponsorship for this position ... Financial services domain experience (investment or wealth management) * Experience with tools such ...
Trade Ops Group Manager
Johnston, RI · On-site
The role serves as the senior owner of trading and trade operations strategy, execution oversight ... operations within wealth management, asset management, or broker dealer environments. * Deep ...
Trade Ops Group Manager
Johnston, RI · On-site
The role serves as the senior owner of trading and trade operations strategy, execution oversight ... operations within wealth management, asset management, or broker dealer environments. * Deep ...
Trade Ops Group Manager
Johnston, RI · On-site
The role serves as the senior owner of trading and trade operations strategy, execution oversight ... operations within wealth management, asset management, or broker dealer environments. * Deep ...
Trade Ops Group Manager
Johnston, RI · On-site
The role serves as the senior owner of trading and trade operations strategy, execution oversight ... operations within wealth management, asset management, or broker dealer environments. * Deep ...
Principal Compensation Partner
Carolina, RI · Remote
$165K - $250K/yr
Acts as a resource to senior management, executives, and wider business units on all aspects of ... Compensation or Variable Pay Program Design and Governance in areas of Wealth Management, Consumer ...
Principal Compensation Partner
Carolina, RI · Remote
$165K - $250K/yr
Acts as a resource to senior management, executives, and wider business units on all aspects of ... Compensation or Variable Pay Program Design and Governance in areas of Wealth Management, Consumer ...
Principal Compensation Partner
Carolina, RI · Remote
$165K - $250K/yr
Acts as a resource to senior management, executives, and wider business units on all aspects of ... Compensation or Variable Pay Program Design and Governance in areas of Wealth Management, Consumer ...
Principal Compensation Partner
Carolina, RI · Remote
$165K - $250K/yr
Acts as a resource to senior management, executives, and wider business units on all aspects of ... Compensation or Variable Pay Program Design and Governance in areas of Wealth Management, Consumer ...
Be Seen First
Financial Advisor
Providence, RI · On-site
$85K - $100K/yr
We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...
Quick apply
Be Seen First
Financial Advisor
Providence, RI · On-site
$85K - $100K/yr
We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...
Be Seen First
Financial Advisor
Providence, RI · On-site
$85K - $100K/yr
We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...
Quick apply
Be Seen First
Financial Advisor
Providence, RI · On-site
$85K - $100K/yr
We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...
Senior Research Analyst, Prospect Development
Providence, RI · On-site
$117K - $117K/yr
The Senior Research Analyst interprets complex wealth indicators-including equity holdings ... Proven ability to manage multiple projects and competing priorities, solve problems effectively ...
Senior Research Analyst, Prospect Development
Providence, RI · On-site
$117K - $117K/yr
The Senior Research Analyst interprets complex wealth indicators-including equity holdings ... Proven ability to manage multiple projects and competing priorities, solve problems effectively ...
$175K - $220K/yr
... senior management calls and exceptional client management serving as a trusted advisor. * Develop ... wealth management and deposits to facilitate cross-selling and enhance the customer experience.
$175K - $220K/yr
... senior management calls and exceptional client management serving as a trusted advisor. * Develop ... wealth management and deposits to facilitate cross-selling and enhance the customer experience.
$175K - $220K/yr
... senior management calls and exceptional client management serving as a trusted advisor. * Develop ... wealth management and deposits to facilitate cross-selling and enhance the customer experience.
$175K - $220K/yr
... senior management calls and exceptional client management serving as a trusted advisor. * Develop ... wealth management and deposits to facilitate cross-selling and enhance the customer experience.
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy. * Exceptional interpersonal and relationship-building skills, enabling ...
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy. * Exceptional interpersonal and relationship-building skills, enabling ...
Portfolio Manager II
Providence, RI · On-site
$105K - $175K/yr
... in partnership with Senior Managers. Key responsibilities include evaluating, designing ... wealth management, private banking and/or trust field * Knowledge of fiduciary and financial ...
Portfolio Manager II
Providence, RI · On-site
$105K - $175K/yr
... in partnership with Senior Managers. Key responsibilities include evaluating, designing ... wealth management, private banking and/or trust field * Knowledge of fiduciary and financial ...
Portfolio Manager II
Providence, RI · On-site
$105K - $175K/yr
... in partnership with Senior Managers. Key responsibilities include evaluating, designing ... wealth management, private banking and/or trust field * Knowledge of fiduciary and financial ...
Portfolio Manager II
Providence, RI · On-site
$105K - $175K/yr
... in partnership with Senior Managers. Key responsibilities include evaluating, designing ... wealth management, private banking and/or trust field * Knowledge of fiduciary and financial ...
HR Business Partner
Johnston, RI · On-site
$224K - $288K/yr
Influence senior stakeholders through data, market insights, and forward-looking workforce ... Financial services experience preferred, with focus on Private Banking and/or Wealth Management.
HR Business Partner
Johnston, RI · On-site
$224K - $288K/yr
Influence senior stakeholders through data, market insights, and forward-looking workforce ... Financial services experience preferred, with focus on Private Banking and/or Wealth Management.
Senior Rbc Wealth Management information
How does a Senior RBC Wealth Management professional typically collaborate with other teams to deliver comprehensive client solutions?
What are the key skills and qualifications needed to thrive as a Senior RBC Wealth Management professional?
What is the difference between Senior Rbc Wealth Management vs Financial Advisor?
| Aspect | Senior Rbc Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, or equivalent | CFP, Series 7, 66/65 |
| Work Environment | Bank branches, private client offices | Independent or firm-based, client meetings |
| Employer & Industry | Royal Bank of Canada, banking & wealth management | Various financial firms, independent practices |
Senior Rbc Wealth Management professionals typically hold advanced certifications like CFP or CFA and work within RBC's banking environment, focusing on high-net-worth clients. Financial Advisors may have similar certifications but often work independently or for different firms, serving a broader client base. The roles overlap in client advisory skills but differ in employer setting and scope of services.
What does a Senior RBC Wealth Management professional do?
Full-time
Re-posted 2 days ago
Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
The Role
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Investments is looking for a Senior User Experience Designer who is passionate about their craft and making investing approachable for all audiences. We are redefining the financial services industry by changing the way we work and putting the customer first. It's a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design.
Senior UX Designers typically:
- Lead the design strategy and execution on their product team, with some guidance and coaching
- Help define the design work and deliver business outcomes on the product team
- Consult with the product owner to help inform product strategy
- Contribute to the culture of the UXD group
The Expertise and Skills You Bring
- 4 plus years of UX or related experience is preferred
- A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred
- Experience working on agile teams delivering value in digital products preferred
- Experience running and/or using research to support evidence-focused design decisions preferred
- A digital portfolio we can review online is required
- An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing
- Ability to design across all channels including web, native, and automated
- Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives
- A foundation of development knowledge, both web and mobile
- Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better
- Partnering with user research to understand the customer problems to tackle
- Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions
- Experience using AI-powered tools and technologies to augment the design process, generate insights, accelerate problem-solving, and deliver improved user experiences
- An unwavering curiosity to ask why
- Design brings you happiness
The Team
About the Cash Solutions UXD team
Join the UX Design team creating best-in-class products that our customers use to manage their cash and specialty savings. As a Senior Designer aligned to Credit Cards, you'll help shape the end-to-end customer journey, from onboarding and account setup to payments, rewards, and account management. You'll design across native and web and collaborate with partners across Fidelity to make our financial experiences intuitive, seamless, and rewarding.
This role supports Wealth at Fidelity, a group that helps a wide array of customers with services like wealth management, retirement planning, brokerage services, workplace plan administration, college savings, and financial planning and engagement programs. This role also supports Fidelity's User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
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About Fidelity
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