More than a job

Skyrocket your career by revolutionizing the way financial professionals do business

We're bringing the annuity industry into the future and could use your help!
Explore our open positions.

Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

We offer more than just a job. We provide a space for you to challenge yourself and others, build relationships, and grow your career, all while helping us revolutionize retirement outcomes. Our cutting-edge and growing platform offers an entrepreneurial atmosphere for all our employees.

FIDx offers a competitive benefits package including:

  • Health, dental, and vision insurance
  • 401k and company match
  • Short term disability
  • 4 weeks of annual PTO & personal/sick days
  • 10 holidays and 2 floating holidays
  • Competitive pay and annual bonuses

We work in a hybrid model with the team in-office 3 days/week for collaboration and team building. We provide lunches, snacks, and a stocked beverage fridge. Employees have access to the fully equipped gym and the Chester Valley Trail that runs right outside of our office.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Explore more below and join our growing team!

Application developer

About the Opportunity:
This diverse and dynamic Application Developer plays a critical role in the ongoing success and growth of the company. The Application Developer is responsible for work of considerable difficulty in planning, assigning and directing computer applications program design, development and implementation. This person is entrepreneurial, self-directed and passionate about providing exceptional experiences for customers, advisors, investors, clients, and employees. Because this is a growing entrepreneurial organization, this position will need to work across many disciplines, interacting effectively throughout the organization and fully leveraging the resources available. The position will provide a challenge, satisfaction and the opportunity for continued career growth.

Essential Functions:
• Plans, assigns and directs the activities of professional and technical personnel involved in the design, development and systems analysis functions required to create new computer applications programs or install and implement software purchased from outside vendors.
• Reviews and analyzes existing applications programs and programs in development to ensure efficiency and effectiveness of those programs.
• Conducts meetings with appropriate employees to determine data processing requirements based on new project priorities, security measures and system needs.
• Assigns and reviews the design layout for programs required for special deliverables.
• Provides technical assistance to the company for special hardware or software systems required to implement new programs.
• Troubleshoots hardware and software failure to determine causes for system failure and to implement solutions.
• Provides technical information and advice to the department regarding network interconnections and overall data processing.
• Reviews performance of applications programs to ensure program efficiency, program documentation, and to ensure that output meets the needs of user departments.

• Prepares regular reports for management showing functioning of the system, status of program development and needs.
• Communicates effectively with team members, customers, and stakeholders, both verbally and in writing.
• Responsible for working with project teams and end-users to coordinate systems testing, training, and support.
• Monitors and reports on progress against plan, escalating issues to the team.
• Communicate with co-workers, management, clients, and others in a courteous and professional manner.

Education, Skill, and Experience Required:
• Bachelor’s Degree in computer or information science or related experience
• Computer Science or IT qualifications preferred
• Minimum 3-4 years of related technical experience.
• Knowledge, experience, and proficiency in implementing a multi-service and system operation preferred.
• Ability to communicate effectively with an array of diverse customers and employees.
• Must be highly collaborative, respectful and productive working across a wide array of vendors, employees, leadership team, board members, and partners.
• Capability to interact with, support and participate as a member of our management team
• Strong decision-making and organizational skills
• Reliable, detail-oriented and highly motivated
• Knowledgeable and experienced enough to step right into a fast-paced work environment.

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. Please send your resume and cover letter to info@fid-x.com to be considered for this role.

Apply now

 

Cybersecurity Engineer

About Us:
FIDx, based in Berwyn, Pennsylvania, is a groundbreaking, technology start-up, that is modernizing annuity distribution. By partnering with industry-leading insurance carriers, wealth management platforms, and financial advisors, we built a platform to deliver a seamless end-to-end digital experience for every aspect of an annuity transaction. This allows financial advisors to fully integrate annuities into the financial advisory ecosystem, leading to better outcomes for their clients.

About the Opportunity:

We are looking for a Cybersecurity Engineer with an analytical mind and a detailed understanding of cybersecurity methodologies. Cyber security engineers are expected to have meticulous attention to detail, outstanding problem-solving skills, work comfortably under pressure, and deliver on tight deadlines.

The Cybersecurity Engineer participates in implementing security-related standards, procedures, and guidelines appropriate to securing the existing environment at FIDx while working across the organization. The engineer will be responsible for performing and analysis of security code reviews, firewall rule implementation, and review, infrastructure audits, vulnerability assessments, assisting with SOC 2 audit requirements, and implementing/working with security related technology such as SIEMs, firewalls, IPS/IDS, and Azure security.

Job Responsibilities:

  • Work across the organization to ensure that security requirements are met and align with business objectives.
  • Identify cybersecurity issues and assist in creating mitigating controls.
  • Perform internal penetration testing and network vulnerability assessments.
  • Perform static and dynamic code analysis for C#, SQL Server, and .NET code.
  • Review, revise and recommend changes for policies and procedures at FIDx.
  • Investigate security-related alerts and work with tools such as Splunk, Crowdstrike Falcon, ControlMap, and others to identify and mitigate threats.
  • Assist in performing internal auditing and tasks related to SOC 2 Type 2 external audit.
  • Ability to interact with the Legal department is a plus.
  •  

Skills Required:

  • Bachelor in a technical field, with Cybersecurity, preferred.
  • Preference for PNPT, OSCP, or other types of cybersecurity certifications.
  • Understanding of NIST, ISO, or other Information Security Management systems.
  • Understanding of OWASP Top 10 and how that can be applied towards C#, SQL Server, and .NET Framework/Core.
  • Solid understanding of networking technology.
  • Experience with Microsoft Azure.
  • Ability to work with Kali Linux and various cybersecurity tools such as Burp Suite, Metasploit, and others.
  • Python / PowerShell experience.
  •  

Software Experience:

  • Kali Linux
  • Burp Suite
  • Splunk
  • FortiGate Appliance
  • Microsoft Office

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Our Berwyn office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.


FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Please send your resume and cover letter to info@fid-x.com to be considered for this role. 

Apply now

 

Director, Platform Support & Operations

About Us:
FIDx, based in Berwyn, Pennsylvania, is a groundbreaking technology start-up that modernizes annuity distribution. By partnering with industry-leading insurance carriers, wealth management platforms, and financial advisors, we built a platform to deliver a seamless end-to-end digital experience for every aspect of an annuity transaction. This allows financial advisors to fully integrate annuities into the financial advisory ecosystem, leading to better outcomes for their clients.

About the Opportunity:

The ideal candidate is entrepreneurial, passionate about leading others, and providing exceptional experiences for customers, advisors, investors, clients, and team members. This role will be responsible for assessing the current state, drafting policies and procedures, and implementing an approach of quality, continuous improvement, and high performance.

Director, Platform Support and Operations is responsible for leading the organization's platform support function and team, providing superior customer service to all clients. The position will work closely with other departments to understand requirements and develop solutions aligned with the greater organization's objectives. This role will enable each employee and the department to succeed and serve as a resource to the team regarding policies, and procedures, remediating client complaints and enforcing organizational standards. This role will act as a working team member who will contribute to the resolution.

Responsibilities:

  • Design and maintain a system to provide an amazing customer experience.
  • Target maximization of first-contact issue resolution.
  • Create and execute, in collaboration with other IT departments, a root-cause analysis function and track projects to decrease incidents and ticket volume through projects and continuous improvement initiatives.
  • May require work after-hours or weekends based on issue or resolution.
  • Work with management on productivity reporting, capacity planning, and staffing.
  • Foster an environment that encourages information sharing, team-based results, cross-training, and focuses on quick and effective problem resolution.
  • Coach and provide feedback to team members; monitor annual goals, conduct performance reviews, and ensure effective onboarding of new team members.
  • Provide feedback to leadership regarding service failures or client concerns.
  • Seek feedback regularly and suggest and/or implement process improvements when necessary.
  • Hire, lead, and motivate IT employees to achieve goals that contribute to the success of the business.
  • Identify gap areas, the need for upgrades, and opportunities for improvement.
  • Build and maintain relationships with external partners, clients, and vendors.
  • Integrate best practices and technology standards across the organization.
  • Monitor and improve day-to-day operations of the Platform support organization.
  • Ability to visualize and create operational and support dashboards. This includes creating reports on trend analysis, SLA's and KPI's to improve the resiliency of the platform and team.
  • Provide guidance and lead resolution of technical issues as they arise, along with strategic leadership for the organization and hands-on tactical daily leadership.
  • Drive issue triage, problem-solving, and root cause analysis with sensitivity to timely situations.
  • Must be willing and able to get into technical details and lead heavy technical solution sessions.
  • Guide support teams toward issue resolution through effective engagement and communication with both clients and internal stakeholders.
  • Communicate complex technical issues to clients through non-technical terms.
    • Procure, implement, and maintain a customer support platform solution for the documentation, organization, response to and reporting of client support requests.
    • Exercise sound judgment in understanding the business impact of service disruptions and prompt and appropriate escalations.
    • Establish a support model for new applications, new functionality, and new processes.
    • Ensure process documentation and SOPs are created, updated, and utilized consistently.

Skills Required:

  • Experience of 7+ years or more supporting production applications
  • Previous experience working with financial technology preferred
  • Application support management
  • Integration support and troubleshooting
  • Delivery-driven mindset, ensuring expectations are managed and earning the confidence of the business to achieve overall company strategy
  • Strong systems, investigative and problem-solving skills
  • Excellent analytical skills with the ability to identify issues and appropriate resolutions
  • Ability to manage multiple concurrent projects and initiatives
  • Excellent written, diagrammatic, and oral communications skills and ability to clearly define projects, objectives, goals, schedules, and assignments
  • Ability to work effectively with business personnel at all levels as well as with outside vendors and contractors
  • Customer experience focused with an excellent track record
  • Respond to emergency situations effectively, maintaining poise and focus
  • Experience designing, supporting, and implementing SaaS-based applications preferred
  • Solid understanding of incident management policies/procedures
  • Ability to rapidly understand and assimilate new technologies
  • Experience working with business and technology leaders to identify and implement support models that benefit the organization
  • Insurance knowledge and experience are a plus

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Our Berwyn office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Please send your resume and cover letter to info@fid-x.com to be considered for this role. 

Apply now

 

Associate Delivery Manager

About the Opportunity:

FIDx is looking for a candidate with experience in project management, analysis, system flows and business architecture to support client implementations. Experience working with cross-functional teams, driving deliverables, and organization skills are required.

The Associate Delivery Manager will be responsible for supporting the due diligence, solution design, implementation/onboarding, and post-go-live efforts for several client launches (likely simultaneous). Launches include, but are not limited to, broad launches, day 2 developments, new product additions, account opening integrations, etc.

Essential Functions:

  • Be responsible for managing the client solution design (operational processes as well as system functionality), conversion approach, implementation plan, and go-live activities for launches

  • Regularly report progress, roadblocks, and committed dates to executive management

  • Manage the definition of services, in/out scope discussions with the client and internal stakeholders

  • Maintain a project plan for the entire lifecycle of each launch

  • Create and manage SOWs for client implementations, including third-party SOWs

  • Collaborate with other teams to share approaches, develop best practices, and improve team capabilities to successfully onboard clients

  • Coordinate with a test environment and team for internal and external testing

  • Organize and conduct implementation project status meetings, including communicating status to internal and external stakeholders

  • Responsible for managing scope, driving dates, and deliverables throughout the entire implementation process

  • Track client feedback/requests and incorporate in the standard process where appropriate

  • Work closely with Sales, Product, and Technology to ensure alignment with strategic goals and key business decisions regarding products, services, and key business initiatives

  • Understand the firm’s strategic plans, business, process, and architecture and apply in the solution design process

Education, Skill, and Experience Preferred:

  • Demonstrate understanding of Investment Management Operations processes, technology, and procedures, and an ability to learn quickly
  • Experience implementing technology at broker-dealers and RIAs
  • Strong communication and interpersonal skills, written and oral; confident in interaction with senior stakeholders
  • Strong analytical skills including process analysis. Very strong interest in the underlying detail of the analysis is a must
  • 3+ years of process/project management experience required
  • Ability to organize, prioritize, balance key tasks, and manage time effectively
  • Comfortable facilitating project working groups and possesses strong data gathering skills
  • Knowledge of products and processes related to the financial services industry and advisor processes and tools is preferred
  • Proficiency in Excel, PowerPoint, and project management tools (e.g., Jira) 
  • Experience with designing new solutions by analyzing requirements, studying system capabilities, and writing specifications

Additional Requirements:
• Travel and flexible working hours may be required
• Candidate must be self-motivated, adaptable and show initiative
• Strong Excel, Word, PowerPoint skills required. Visio skills preferred
• Candidate must be self-assured and react well within critical deadline situations

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Our Berwyn office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Apply now

Product Owner

Job Title: Product Owner

About Us:
FIDx, based in Berwyn, Pennsylvania, is a groundbreaking, technology start-up, that is modernizing annuity and insurance distribution. By partnering with industry leading insurance carriers, wealth management platforms and financial advisors, we built a platform to deliver a seamless end-to-end digital experience. This allows financial advisors to fully integrate annuities and other protection products into the financial advisory ecosystem, leading to better outcomes for their clients. 

About the Opportunity:
We are hiring a Product Owner that has a passion for leading teams, building products, and solving problems. You will join a start-up team of technologists and insurance experts.

 

Key Accountabilities/Decision Making & Influence:

  • Serve as the voice of the client.
  • Work with internal and external customers to analyze the needs and align product roadmap to strategic goals.
  • Owns a product roadmap.
  • Develop scope and define backlog items that guide the Agile software development team.
  • Solve product-related problems, make decisions, complete trade-off analysis to stay on track towards business deliverable commitments.
  • Draft key objectives and results, strategies and apply the data for the product to make business decisions.
  • Possess a fundamental understanding of end-to-end customer experience integration and dependencies.
  • Collaborate with stakeholders during the visioning and concept development of a product.
  • Accountable for the created product(s), delivering in the product model and communicating the product needs with business partners.
  • Assess value, develops cases, and prioritizes stories, and themes to ensure work focuses on those with a maximum value that are aligned with product strategy.
  • Develop and maintain an appropriately prioritized backlog of user stories for implementation.
  • Act as an ambassador for the product internally and externally and as the primary contact for queries related to the product.
  • Develop appropriately detailed specifications for the product features so they are clearly understood by the development teams.
  • A leader of the team and within the organization.
  • Represents team in front of stakeholders, clients, or users.
  • Work closely with product management and senior management to create a product that fits the company portfolio.
  • Research and analyze market, the users, and the roadmap for the product.
  • Provide competitive insight and differentiating ideas.
  • Increase an understanding of Agile practices, new technologies opportunities and other new trends.

 

Knowledge, Skills & Attributes:

  • Entrepreneurship skills or experience.
  • Creative thinker.
  • Strategic thinking.
  • Product Management.
  • Management of stakeholders and their expectation.
  • Deep understanding and experience with Agile methodologies.
  • Ability to work with cross-functional teams to deliver on a common goal.
  • Interpersonal skills and developing relationships with team members and customers.
  • Experience with a definition of minimum marketable features and minimum viable products.
  • Knows how to define the product roadmap.
  • Outstanding communication, presentation, and leadership skills.
  • Organizational and time management skills.
  • Analytical and problem-solving skills
  • Attention to details.
  • Discipline.
  • Active listening.
  • Overall understanding of technologies used in the product           

 

Preferred qualifications:

  • You have knowledge of insurance and the financial services industry.
  • You have experience working in an Agile/Scrum environment.
  • You have a growth mindset and enjoy creating creative, simple solutions to complex problems.
  • You lead through influence and can quickly establish collaborative relationships with internal and external partners.

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early stage company, some work outside of typical business hours and during weekends will be required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Please send your resume and cover letter to info@fid-x.com to be considered for this role. 

Apply now

Associate Product Owner

About Us:
FIDx, based in Berwyn, Pennsylvania, is a groundbreaking, technology start-up, that is modernizing annuity distribution. By partnering with industry leading insurance carriers, wealth management platforms and financial advisors, we built a platform to deliver a seamless end-to-end digital experience for every aspect of an annuity transaction. This allows financial advisors to fully integrate annuities into the financial advisory ecosystem, leading to better outcomes for their clients.

About the Opportunity:
We are hiring an Associate Product Owner that has a passion for leading teams, building products, and solving problems. You will join a start-up team of technologists and insurance experts.

Key Accountabilities/Decision Making & Influence:

  • Serve as the voice of the client.
  • Work with internal and external customers to analyze the needs and align product roadmap to strategic goals.
  • Assists Product Owners in creating and maintaining a product roadmap.
  • Develop scope and define backlog items that guide Agile software development teams.
  • Solve product-related problems, make decisions, complete trade-off analysis to stay on track towards business deliverable commitments.
  • Draft key objectives and results, strategies and apply the data for the product to make business decisions.
  • Possess a fundamental understanding of end-to-end customer experience integration and dependencies.
  • Collaborate with Product Owners and stakeholders during the visioning and concept development of a product.
  • Assist the Product Owner in creating product(s), delivering in the product model, and communicating the product needs with business partners.
  • Assess value, develops cases, and prioritizes stories, and themes to ensure work focuses on those with a maximum value that are aligned with product strategy.
  • Develop and maintain an appropriately prioritized backlog of user stories for implementation.
  • Act as an ambassador for the product internally and externally and as the primary contact for queries related to the product.
  • Develop appropriately detailed specifications for the product features so they are clearly understood by the development teams.
  • A leader of the team and within the organization.
  • Represents team in front of stakeholders, clients, or users.
  • Work closely with product management and senior management to create a product that fits the company portfolio.
  • Assist Product Owner in research and analysis of the market, the users, and the roadmap for the product.
  • Provide competitive insight and differentiating ideas.
  • Increase an understanding of Agile practices, new technologies opportunities and other new trends.
  • As a scrum team member, assist the team wherever necessary (including testing, regression testing, automated testing, analysis, refinement, story writing, etc.).

Knowledge, Skills & Attributes:

  • Proven ability to quickly learn complex topics
  • Creative and strategic thinking
  • Ability to manage stakeholders and their expectations
  • Understanding of and experience with Agile methodologies
  • Ability to work with cross-functional teams to deliver on a common goal
  • Excellent interpersonal skills and ability to develop relationships with team members and customers
  • Outstanding communication, presentation, and leadership skills
  • Advanced organizational and time management skills
  • Good analytical and problem-solving skills
  • Very detail-oriented
  • Disciplined and able to manage individual work with minimal direction
  • Active listening

Preferred qualifications:

  • You have knowledge of insurance and the financial services industry.
  • You have experience working in an Agile/Scrum environment.
  • You have a growth mindset and enjoy creating creative, simple solutions to complex problems.
  • You lead through influence and can quickly establish collaborative relationships with internal and external partners.

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Please send your resume and cover letter to info@fid-x.com to be considered for this role. 

Apply now

Scrum Master

About Us:
FIDx, based in Berwyn, Pennsylvania, is a groundbreaking, technology start-up, that is modernizing annuity distribution. By partnering with industry leading insurance carriers, wealth management platforms and financial advisors, we built a platform to deliver a seamless end-to-end digital experience for every aspect of an annuity transaction. This allows financial advisors to fully integrate annuities into the financial advisory ecosystem, leading to better outcomes for their clients.

About the Opportunity:
The Scrum Master is a dynamic and critical role in the ongoing success and growth of the company. This role will support and enable the Product Owner and the Implementation team and drive a highly effective team through facilitation, reporting, coaching, and planning. This role is responsible for all scrum events including sprint planning, daily scrum, sprint review, and retrospective. This role will communicate with senior leaders within the firm and external partners to communicate status, overcome roadblocks, and drive decision-making.


This person is entrepreneurial, self-directed, and passionate about providing exceptional experiences for customers, advisors, investors, clients, and employees. Because this is a growing entrepreneurial organization, this position will need to work across many disciplines, interacting effectively throughout the organization and fully leveraging the resources available. The position will provide a challenge, satisfaction, and the opportunity for continued career growth.

Essential Functions:

  • Guiding and coaching the Scrum Team on how to use Agile practices and principles to deliver high-quality products and services to our customers.
  • Facilitates and supports all scrum events: Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective.
  • Works with Scrum Team, as well as internal and external stakeholders, to influence and drive decision making and support the organizational projects or product teams.
  • Resolves cross-team impediments with other members of the organization.
  • Creates, manages, and ensures accuracy of team reporting, including epic management and forecasting, sprint burndowns, etc.
  • Writes and coordinates release notes and pre-release notes.
  • Assists leadership with project management of other initiatives, often involving external third parties.
  • Manages internal and external commitments and timelines, to ensure leadership and the Scrum Team are positioned to successfully deliver.
  • Possess strong written and oral communication skills, along with the ability to interact professionally with a diverse range of team members.
  • Communicate with co-workers, management, clients and others in a courteous and professional manner.
  • Foster a culture of innovation, transparency, customer service, and accountability.

Education, Skill and Experience Required:

  • Bachelor’s degree and 2 years of product or project development experience, or 3 years of project development experience on an Agile Team or an equivalent combination of education and work experience
  • Knowledge of an agile framework or method (i.e. Scrum, Kanban), or understanding of software development life cycle models as well as in-depth knowledge of traditional project management principles and practices
  • Experience working and collaborating with teams and facilitating meetings
  • Experience in financial services and insurance/annuities organizations
  • Product Knowledge of Insurance Annuities and/or Financial Investment Products preferred
  • Working knowledge of JIRA preferred
  • Strong experience with MS Excel, Word, and PowerPoint
  • Strong analytical skills
  • Exceptional verbal and written communication skills.
  • Ability to communicate effectively with an array of diverse partners and team members.
  • Must be highly collaborative, respectful, and effective working across a wide array of vendors, employees, leadership team, board members, carriers, etc.
  • Strong decision-making and organizational skills.
  • Reliable, detail-oriented and highly motivated.
  • Knowledgeable and experienced enough to step right into a fast-paced work environment.

Work Environment:

This job operates in an office and professional environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. On occasion the job will require going out in the field, visiting vendors.


Physical Demands:
This is mostly sedentary outside of travel in an office space. This would require the ability to sit at a desk, frequent walking, bend or stand as necessary.

Position Type and Expected Hours of Work:
This is a full-time position, an exempt position. Designated days and schedules will be primarily Monday-Friday though will also be based on the needs of the operation and business, requiring weekends, nights, and early mornings; especially given the state and early stages of the company.

Travel:
Travel is required minimally, based on the needs of the operation and business.

Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law

Please send your resume and cover letter to info@fid-x.com to be considered for this role. 

Apply now

Client Support Specialist

About the Opportunity:

FIDx is looking for a candidate with experience in project management, technical support and problem resolution to help execute flawless client implementations. Experience in creating test plans and driving deliverables are required.

The Client Support Specialist will be responsible for managing and overseeing the integration testing and platform readiness for several client launches (likely simultaneous). Launches include, but not limited to, broad launches, day 2 developments, new product additions, account opening integrations, etc.

Essential Functions:

  • Be responsible for managing the testing efforts for client solution designs (operational processes as well as system functionality)
  • Regularly report progress, roadblocks, and committed dates to executive management
  • Have a clear understanding of client-specific services and in/out scope items
  • Maintain a test plan for the entire lifecycle of each launch
  • Collaborate with other teams to share approaches, develop best practices, and improve team capabilities to successfully onboard clients
  • Coordinate with a test environment and team for internal and external testing
  • Communicate status to internal and external stakeholders
  • Responsible for managing scope, driving dates, and deliverables throughout the entire testing process
  • Understand the firm’s strategic plans, business, process, and architecture and apply in the solution design process
  • Work with internal and external business teams to assess and streamline processes to mitigate risk, cost, or issues and generate efficiencies

Education, Skill, and Experience Preferred:

  • Demonstrate understanding of Investment Management Operations processes, technology, and procedures, and an ability to learn quickly
  • Experience creating test plans
  • Experience implementing or testing technology at broker-dealers and RIAs
  • Strong communication and interpersonal skills, written and oral
  • Strong analytical skills including process analysis
  • 2+ years of project management, business analyst or similar experience required
  • Ability to organize, prioritize, balance key tasks, and manage time effectively
  • Knowledge of products and processes related to the financial services industry and advisor processes and tools is preferred
  • Proficiency in Excel, PowerPoint, and project management tools (e.g., Jira, Monday.com)


Additional Requirements:

  • Travel and flexible working hours may be required
  • Candidate must be self-motivated, adaptable, and show initiative
  • Strong Excel, Word, and PowerPoint skills required. Visio skills preferred
  • Candidate must be self-assured and react well within critical deadline situations

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Our Berwyn office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Apply now

Power BI Developer

About the Opportunity:

The ideal candidate is entrepreneurial and providing exceptional experiences for customers, advisors, investors, clients, and employees.
This person is entrepreneurial, self-directed, and passionate about providing exceptional experiences for customers, advisors, investors, clients, and employees. Because this is a growing entrepreneurial organization, this position will need to work across many disciplines, interacting effectively throughout the organization and fully leveraging the resources available. The position will provide challenge, satisfaction, and the opportunity for continued career growth.

Essential Functions:

  • Design and develop Microsoft Power BI reports and dashboards (operational, strategic & analytical) including data set ingestion and transformation, Data Modeling, and Data Analysis Expressions (DAX)
  • Work with cross-functional teams to gather and document reporting and data requirements that meet stakeholder needs
  • Use technical expertise and acquired business knowledge to assist stakeholders with understanding the “art of the possible”
  • Be experienced in tools and systems on MS SQL Server BI Stack, including SSRS and TSQL, Power Query, PowerBI, and DAX
  • Use descriptive, diagnostic, predictive, and prescriptive analysis to solve business problems
  • Be able to quickly shape data into reporting and analytics solutions
  • Create and maintain a change control process and operational guidelines to ensure high quality and alignment to business benefit
  • Have knowledge of database fundamentals such as multidimensional database design and relational database design

Responsibilities:

  • Create dashboards and visual interactive reports using Power BI for multiple internal and external stakeholders
  • Design, develop, and deploy Power BI scripts and perform efficient detailed analysis
  • Perform DAX queries and functions in Power BI
  • To create charts and document data with algorithms, parameters, models, and relations explanations
  • Use visualization best practices to create meaningful, actionable reports


Skills and Experience:

  • 3+ years' relevant work experience
  • BS or MS in computer science or information systems along with work experience in financial services, annuities, and/or financial planning preferred
  • Experience in data preparation, data gateway, and data warehousing projects
  • Experience working with Microsoft Business Intelligence Stack having Power BI, SSAS, SSRS, and SSIS
  • Experience with Power BI
  • SQL

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Our Berwyn office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Apply now

Director of Business Architecture

About the Opportunity:

The ideal candidate is entrepreneurial, passionate about leading others, and providing exceptional experiences for customers, advisors, investors, clients, and employees. The Director of Business Architecture will be responsible for developing business capability maps describing the primary business functions of FIDx platforms, including the areas of the organization that perform those functions, and describing value streams, process models, and data and information mappings. This role will be responsible for interacting with departmental leadership, external clients, and integration partners.

Essential Functions:

  • Entrepreneurial - Experience building platforms from scratch, working in a fast-paced environment, and institutional-level skills that can be applied to smaller orgs
  • Leadership Presence – Ability to lead by influence
  • Analytical Thinking – Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business
  • Process Management – Knowledge of business process improvement tools and techniques and ability to understand, monitor, update or enhance existing business or work processes
  • Software Development Life Cycle – Strong/deep expertise in Agile delivery for delivering new or enhanced software products to the marketplace

Responsibilities:

  • Interface with Product Managers/Owners, Product Architects, Technical Architecture, Developers, Client Implementation, Sales, Marketing, and other groups to document and create business capability maps
  • Maintain a deep knowledge of evolving trends in technology, FinTech, and Insurance Tech
  • Write proposals for new projects describing the proposed business architecture and describe/educate other groups on proposed solutions
  • Contribute to the creation of RFPs and SOWs for client projects to ensure proposed work is in line with business capabilities or, if not, clearly state the new capabilities required for successful delivery
  • Assists with product roadmap creation, business cases, vendor management, and benefit harvesting
  • Leads through influence and can quickly establish collaborative relationships with internal and external partners
  • Instills a culture of continuous improvement
  • Provides recommendations on remediation or process changes and influencing timely implementation to improve performance


Skills and Experience:

  • 7+ years of planning and analysis experience including experience in senior Business Analysis, Business Architecture, Technical Architecture, or Solutions Architecture roles
  • Experience delivering business architecture diagrams using various tools including Microsoft Office, Visio, Lucidchart or others
  • Exceptional verbal and written communication skills
  • Experience with business process modeling, enterprise architecture, and associated tools
  • Group session facilitation and the ability to draw out contributions from stakeholders and participants and build consensus on the vision for a solution
  • Ability to work with and integrate technologies and platforms among multiple partners to design overall proposed solutions
  • Modeling and graphical representation of solution components
  • Ability to visualize growth and build high-level models for future analysis and maturing the current business architecture
  • Ability to translate complex subjects into actionable recommendations
  • Financial services experience and insurance/annuity knowledge
  • Process and analytical-oriented, with skills across process, project, risk, technology, and people management
  • A strategic thinker who can effectively influence and execute against a strategy
  • Driven to deliver results and able to influence across a large group of stakeholders to achieve those results
  • Process-minded, with the ability to anticipate and resolve potential challenges within processes
  • Team-focused, with demonstrated strong relationship-building and collaboration skills
  • Strong decision-making and organizational skills

Position Type and Expected Hours of Work:
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Our Berwyn office is currently open on Monday, Tuesday, and Thursday with team members working from home on Wednesday and Friday. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Apply now

Director of Marketing

Director of Marketing 

FIDx, a groundbreaking fintech modernizing access to protection and income solutions, is looking for a highly motivated and seasoned marketing professional to lead, develop and execute marketing programs in coordination with some of the largest Annuity Carriers in the industry. The Director of Marketing develops strategic and integrated marketing plans, aligned with business objectives, to drive awareness and adoption of the FIDx platform in tight coordination with our Annuity Carrier partners. The candidate will work closely with leadership to understand sales goals and focus, while collaborating with sales, product management, and other functional teams to develop and execute advisor-facing marketing programs. 

Key Responsibilities: 

  • Develop and lead go to market strategy with Carriers to support and align with the business objectives and sales goals, turning strategy into value through exceptional go to market execution 
  • Obtain a deep understanding of the goals and strategies of each of our Carrier Partners with the ability to: 
  • Act as a consultant to their Marketing Organizations to help them drive adoption of the platform and their solutions 
  • Deliver materials that support promoting the platform within the Carrier’s distribution network 
  • Drive joint event/external comms opportunities, ie., webinars, thought leadership, social and more 
  • Secure FIDx presence at Carrier Sales Events (ie., mid-year and national meetings)  
  • Connect Carrier efforts to Distribution firm efforts aligned to platform utilization 
  • Bring Carrier goals and feedback to the FIDx leadership team 
  • Help develop proposals for onboarding new Carriers 
  • Work with FIDx Marketing and Carrier Marketing teams to launch newly available products on the platform and more...
  • Collaborate with internal stakeholders on strategic goal setting and prioritization of opportunities to advance efforts to evolve new ways to go to market 
  • Defining market segmentation to determine the most effective integrated, segment-focused strategies aligned with business objectives 
  • Results-oriented mindset with the ability to drive incremental gains in Marketing initiated/influenced pipeline by leveraging data and insights to optimize engagement strategies 
  • Standardize go-live activities across different carriers and channels in line with go-to-market strategy 
  • Partner with peers as a member of the Marketing leadership team, working collaboratively to advance marketing strategy, capabilities and process 
  • Oversee multiple large-scale projects simultaneously, including development and execution plans for marketing campaigns and programs, managing strategy through to completion, to ensure high standards are met. This includes but is not
    limited to timeliness, accuracy, quality, and legal compliance  
  • Oversee the development and implementation of collateral materials and digital tools for new initiatives/strategies 
  • Think creatively and strategically to leverage internal and external relationships in order to develop innovative marketing initiatives and help drive messaging and goals through Carriers and Distribution partners  
  • Form strong relationships to build consensus, alignment and engagement with key partners across the organization, including Sales, Product, Technology and Compliance  

 QUALIFICATIONS: 

  • Bachelor’s degree or greater 
  • 10+ years of Marketing experience working in or closely with Annuity Carriers 
  • Must demonstrate a deep understanding of the Annuity business and the wholesaler/advisor dynamics  
  • Successful track record of leading projects with a demonstrated ability to flex between strategy and tactical 
  • Stellar relationship capabilities – this person will be working across multiple Carriers at different levels of leadership throughout the firm 
  • Strong oral communications and presentation skills 
  • Strong customer focus and ability to collaborate with users and customers to understand and anticipate their needs and translate them into marketing requirements. 
  • Strong organizational skills with ability to meet tight deadlines in a fluid, fast-paced environment 
  • Experienced in distribution or close collaboration with sales channels with outcome driven KPIs is preferred. 
  • High collaborative skills and ability to interface across organizational levels and cultures 
  • Willingness and ability to travel ~10-15% 

Apply now

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