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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an RPA (Robotic Process Automation) Analyst to work in Fidelity’s Charitable group in Westlake, TX! <h3>The Role</h3> The Fidelity Charitable light automation analyst will be supporting Fidelity Charitable’ s operational teams with various automation and reporting/data needs. Your responsibilities will range from applying groundbreaking tools such as RPA, Power Automate, Tableau and others to ultimately help the teams achieve their goals. <h3>The Expertise and Skills You Bring</h3> <ul> <li>Drive customer experience for both internal and external partners</li> <li>Experience with various light automation tools (RPA: Blue Prism, Power Automate, macro development) preferred.</li> <li>Should be comfortable with SQL queries.</li> <li>Minimum of 12 months’ experience in design, configuration, testing and support of automated processes and data reporting.</li> <li>Experience working closely with business functions, developing, and analyzing requirements, creating test cases, and preparing reports, user guides, and other supporting materials.</li> <li>Comfortable challenging the status quo and proposing new opportunities to business partners.</li> <li>Excellent analytical and quantitative problem-solving skills; ability to interpret data to drive business decisions.</li> <li>Demonstrate a high level of accuracy/attention to detail.</li> <li>Ability to work independently and manage multiple projects, as well as collaborate within a team.</li> </ul> <h3>The Purpose of Your Role:</h3> <ul> <li>Work with authorities and process owners across Fidelity Charitable to understand and assist with the development of their automated solution design, ensuring they deliver a solution that meets RPA/UDA technical requirements.</li> <li>Assist businesses with opportunity assessments to identify and prioritize business processes that are potential candidates for automation.</li> <li>Help business units retrieve necessary data and help to analyze.</li> <li>Act as a central point of knowledge and control owner for automation capabilities and support the development and testing of proof-of-concept initiatives.</li> <li>Provide support and resolution of any production incidents or outages related to automated solutions.</li> <li>Fully and clearly document business processes.</li> </ul> <h3>The Team</h3> Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Our culture is compassionate, empowered, and innovative. You will build a legacy, embody the vision of our founder, and shape the future of philanthropy. As part of Fidelity Charitable’s Data &amp; Shared Services Product Area, you will join a team responsible for the robust data ecosystem the Charity relies upon to deliver significant philanthropic benefit to our donors and non-profit organizations. Personally, you will have a key role in developing a culture of quality data, by embedding Data Quality principles in the Charity’s core business and technical functions.

Fidelity TalentSource

RPA Analyst

The Associate Client Service Manager (CSM) is part of the Client Service Management team within the DC Plan Services organization. This role serves as the primary client-facing associate responsible for maintaining the operational integrity of the retirement plan. The Associate CSM works in a team-based service environment and is accountable for plan-level record keeping and operational activities related to the tax-exempt church retirement plans that apply the Simplified Contribution Platform (SCP). SCP is an online portal through which plan administrators (e.g. church treasurers or business directors) submit retirement plan contributions for their employees. The ACSM provides frontline customer service support to SCP users, who are responsible for the operational plan design and ongoing administration of their church retirement program. This role also coordinates and prioritizes the efforts of the operational service team and serves as the customer concern point for plan-level operational issues. It supports clients in a “pooled” service model, meaning there is no dedicated book of business for this role. This is primarily a phone-based role, typically taking 20-30 inbound calls from plan administrators daily, depending on the time of year (e.g.: higher during year end). Service requests, emails, projects, and other responsibilities will fill in the time between calls. Our hours of operation are 8:00 AM - 6:00 PM ET. Primary Responsibilities <ul> <li>Respond to SCP client phone calls regarding plan and participant-level issues </li><li>Address client emails related to the Simplified Contribution Platform </li><li>Provide SCP training and support to clients </li><li>Assist first-time SCP users with platform access, logging in, ACH bank account setup, and contribution submissions to their 403(b) plan </li><li>Collaborate with internal business partners to ensure timely resolution of client escalations </li><li>Serve as the customer concern point for operational issues and service recovery efforts </li><li>Obtain formal direction from authorized client representative </li><li>Educate and train clients on service changes and ensure proper implementation </li><li>Review changes to ensure accuracy and alignment with client requests </li><li>Support the CSM Work Group Leaders and Managers with special projects and management routines </li></ul> Education and Experience <ul> <li>Bachelor's degree preferred </li><li>2-5 years of proven experience in a customer service role, preferably a call center </li><li>Experience building and maintaining relationships with key client operational decision-makers </li><li>Experience facilitating client interactions via phone or in person </li></ul> Skills and Knowledge <ul> <li>Demonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needs </li><li>Ability to maintain control of situations through effective positioning and escalation </li><li>Critical thinking and problem solving skills </li><li>Mastery of influencing and active listening skills </li><li>Exceptional client service and consultative skills </li><li>Takes control of situations, brings teams together and facilitates problem solving </li><li>Accountability and ownership of outcomes </li><li>Strong regulatory knowledge of 403 (b) plans </li><li>Strong leadership and team collaboration skills </li><li>Technical and operations knowledge </li><li>Ability to priortize tasks, meet goals, and manage deadlines </li><li>Sound judgment and ability to influence and implement strategies with clients </li><li>Customer service oriented, including the ability to represent firm in post-sale meetings and relationship management </li><li>Proficiency in Microsoft Office applications is a plus </li></ul>

Associate Client Services Manager

<h3>Job Description:</h3>Fidelity Workplace Investing is seeking a Principal Data Scientist to support initiatives around personalization and customization. This position will work with technical professionals in engineering and with managers of market research and product development teams. The assignments may include exploratory analysis, feature engineering, experimentation, forecasting, numerical optimization, real time model and LLM.As Data Scientists, we support projects across many areas and ensure the highest degree of quality. You must be a great teammate who thrives in a small, highly effective work environment and communicates with confidence to all levels of Workplace Investing. The ideal Data Scientist handles projects from start to finish. i.e., they can work with website professionals on experimental design, gather required data in any shape and size, process it into useful features, train machine learning models, and assist technical teams to move models into production and measure business results.The Skills You Bring<ul><li>Statistical and data science programming with proficiency in Python and SQL. Experience writing testable, modular code.</li><li>Expert in training regression and classification models using typical ML algorithms, data extraction and feature engineering, creating model documentation, and explaining model output (such as features and performance) to non-technical audiences.</li><li>Extensive experience in developing and/or deploying scalable AI solutions using LLM, knowledge graph, reinforcement learning, optimization, and/or real-time models to solve business problems.</li><li>Independently lead data science projects from end to end. Conduct technical reviews and mentor junior data scientists.</li><li>Experiences in financial services and marketing a plus.</li><li>Committed to continuous learning and able to pick up new knowledge quickly.</li></ul>Education<ul><li>PhD with 2+ years of working experiences or Master’s Degree with 5+ years working experiences in a quantitative field (e.g. Statistics, Computer Sciences, Operational Research, Data Science or Applied Mathematics), with applied research experience.</li></ul>How Your Work Impacts the OrganizationData Scientists in Fidelity Workplace Investments use sophisticated machine learning and optimization to deliver personalized experiences to our customers. Your work will help participants learn how to plan for their financial future and prepare for impending life changes.<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.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.

Fidelity Investments

Principal Data Scientist

The Role As a Scrum Master, you’ll be a part of highly collaborative, cross-functional Scrum teams within the Fidelity Brokerage division of Fidelity. You will advise and lead Squads on Agile values, practices, and processes to ensure they are fully functional, productive, and focused on Sprint goals. Everyone craves a way of working that empowers them to unleash their best work and inspire better futures for more people. Our way of working will enable you to deliver what matters most to our business, our clients, and our Associates. By being wired for speed and innovation with support, coaching, and a regular dose of inspiration, your skill sets will be applied to our initiatives, providing you the opportunity to quickly make a difference in our customers’ lives! The Expertise and Skills You Bring <ul> <li>Strong proficiency and experience with encouraging Agile behaviors, reinforcing practices, norms and routines, and supporting overall Squad performance and efficiency</li> <li>Excellent understanding and previous application of Agile/Scrum Fundamentals – WHY and HOW</li> <li>Proficient with Agile enabling tools like Jira/Jira Align</li> <li>Ability to identify team improvement opportunities and look externally for best practices to support continuous improvement</li> <li>Strong proficiency in facilitiating and coordinating logistics for Agile routines and practices, e.g., Backlog Refinement, Planning, Daily Scrum, and Retrospectives</li> <li>Proficient in ensuring healthy backlogs are maintained and accurately balanced across team members</li> <li>Proficient in producing, maintaining, updating, and explaining process metrics and artifacts to ensure understanding of how efficiently and effectively Squads are operating, and accurate and clear communications to Squads and their partners</li> <li>Excellent experience partnering with other Scrum Masters and working across multiple Squads contributing to the same initiatives</li> <li>Demonstrated experience working in a technology delivery environment</li> <li>Bachelor’s degree/undergraduate degree/equivalent experience required</li> <li>Scrum certification required (CSM or PSM)</li> </ul> The Team Fidelity Brokerage Delivery Enablement is a team of Scrum Masters, Delivery Program Managers, and Agile Coaches who partner with leaders &amp; teams to inspect, adapt &amp; mature high-impact delivery solutions, cultivate an empowered delivery culture with insights, coaching &amp; enablement, and champion continuous improvements that guide us toward business agility. We are focused on building a highly integrated organization, aimed at maximizing value delivery for Fidelity Brokerage. Our core capabilities include delivery insights, delivery planning &amp; alignment and delivery coaching

Agile Scrum Master

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. Responding to leads in a timely fashion, answering questions, providing information and helping guide customers effectively from phone and internet contact to an in-store experience while providing an exceptional customer experience is key.With your outstanding communication and listening skills, you’ll help our customers select their perfect vehicle, negotiate terms to ensure that payment options meet their lifestyles, budgets, and expectations and close the deal. Our e-Commerce Sales Associates provide an exceptional customer experience both before and after purchase, driving loyalty by following up to ensure customer satisfaction and helping transition customers to the Service department to support their ownership experience.<h2>What are the requirements for this job?</h2><ul><li>High school diploma or equivalent</li><li>Proven ability to provide an exceptional customer experience</li><li>Drive to set and achieve targeted goals</li><li>Prior sales experience, retail preferred</li><li>Demonstrated communication, consultative, interpersonal and organizational skills</li><li>The willingness to follow up with customers</li><li>Experience and desire to work with technology</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li><li>Why should I come work for AutoNation?</li><li>You want to work for a car dealer that has a strong moral compass and treats all of its associates with respect</li></ul>Sales, Auto, Automotive, Sales Person, Sales people, Car, Cars, Chevy, Ford, Dodge, GM, GMC, Jeep, Chrysler, CDJR, Honda, Toyota, Nissan, Subaru, VW, Volkswagen, Kia, Hyundai, Fiat, BMW, Mercedes, Lexus, Acura, Infiniti, Cadillac, Chevrolet, Lincoln, Lotus, Lucid Motors, Maserati, Mazda, MB, Mercedes Benz, Mercedes-Benz, MINI, Mitsubishi, Nissan, Polestar, Porsche, RAM, Rivian, Rolls Royce, Rolls-Royce, SAAB, Saturn, Scion, SMART, Subaru, Suzuki, Tesla, Volkswagen, Volkswagen, VW, Volvo, Daimler, Stellantis, Renault, Tata, Zhejiang Geely, ZGH, Lithia, Sewell, Used cars, Customer Service, phone sales, retail, automotive, sales, service, parts, automobiles, cars, trucks, computer, internet, consultant, brand ambassador, product specialist, ecommerce, commerce, CDK, service writer, service writing<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

Sales Retail/eCommerce Associate - AutoNation Ford Arlington

Workplace Investing Technology The Role Come join the Workplace Investing Scrum Master Chapter! As a Scrum Master you blend deep Scrum expertise with a passion for mentoring, coaching, and continuous improvement. As part of highly collaborative Agile team(s), you will advise on performance against Agile values, practices, metrics, and processes to accelerate value delivery. In partnership with the Product Owner, you will maintain a backlog, help to remove impediments, and ensure effective Agile events. You will support the team by engaging with team members and product area leadership to reinforce and embed an Agile approach into the day-to-day work. This role often requires coordinating the efforts and releases of multiple systems teams to deliver a seamlessly integrated solution to our customers. The Expertise and Skills You Bring Here are the key skills and areas of expertise that are critical for success in this role: <ul> <li>Bachelor’s Degree/undergraduate degree/equivalent preferred </li><li>Introductory Scrum Master certification required; advanced certification preferred </li><li>Strong influencing, negotiation, and coaching experience with development teams in a volatile, uncertain, complex, and ambiguous (VUCA) environment. </li><li>Substantial experience working with or in Agile teams with good understanding of Agile practices and tools (Jira, Kanban, Lean), technology, and value delivery for customers </li><li>Working closely with the Product Owner to plan and complete the highest priority work as per the product roadmap through well-executed sprints </li><li>Accelerating overall team performance, efficiency, and value delivered by engaging within and across teams to find opportunities to improve Agile maturity and metrics, and providing coaching, training, and resources </li><li>Ensuring Agile events are planned for and effective (e.g. sprint planning, daily meetings, retrospectives and as appropriate, Scrum of Scrums) </li><li>Maintaining and updating team performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the team members and transparency to other partners </li><li>Organizing and presenting ideas and information logically and concisely to a variety of audiences </li><li>Handling multiple, competing priorities simultaneously </li><li>Coaching and mentoring complex teams </li><li>Participating in a community of practice, providing Scrum knowledge to members of your product area and identifying opportunities for continuous improvement within the product area. </li></ul> The Team The Workplace Investing Scrum Master Chapter is committed to coaching, developing, and empowering Scrum Masters to lead development teams that embrace the Agile mindset. We have established a learning culture that amplifies best practices, delivers consistent, predictable, and impactful results, celebrates diversity and inclusion, creates a safe and respectful environment, and provides career guidance and mobility opportunities for Scrum Masters. We build trusted, collaborative relationships with our product and technology partners across Fidelity and embrace customer-focused methodologies that enable innovation and drive valuable product delivery. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. We invite you to Find Your Fidelity at <a href="http://fidelitycareers.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. 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, contact the HR 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 3. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

At Texas Roadhouse, we are a people-first company that just happens to serve steaks. Legendary Food and Legendary Service is who we are. We’re about loving what you’re doing today and preparing you for what you’ll be doing tomorrow. Are you ready to be a Roadie?Love the smell of fresh-baked bread? If so, we have the job for you. Texas Roadhouse is looking for a Baker who believes in made from scratch food and loves baking.As a Baker your responsibilities would include:<ul><li>Following proper sanitation guidelines</li><li>Preparing food that is up to Texas Roadhouse standards</li><li>Baking our famous fresh baked bread</li><li>Exhibiting teamwork</li></ul>If you think you would be a legendary Baker, apply today!At Texas Roadhouse, our Roadies are the heart and soul of our company. We have a fun culture with flexible work schedules, discounts in our restaurants, friendly competitions, recognition, formal training, and career growth opportunities.Our Roadies are paid weekly. In addition, we offer one of the industry’s most competitive total rewards packages after one year of service to Roadies that meet our benefit eligibility requirements. The total rewards package includes, but is not limited to, the following:<ul><li>A choice of medical plans that are best in class</li><li>Dental and Vision Insurance</li><li>Tuition Reimbursement up to $5,250 annually</li><li>Paid vacation time</li><li>Short-Term Disability</li><li>Life, Accident, and Critical Illness insurance</li><li>Identity Theft Protection</li><li>Employee Assistance Program</li><li>Business Travel Insurance</li><li>Annual holiday bonus</li></ul>We are proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, gender, pregnancy, gender identity, disability, veteran status, sexual orientation, citizenship, national origin, or any other legally-protected status. We encourage and welcome all applicants to apply.

Texas Roadhouse

Baker

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP 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>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’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.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.

Planning Consultant - Southlake, TX

<h3>Job Description:</h3>We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 66 licenses allowing you to provide fundamental financial guidance and mentorship in the public sector.The Expertise We’re Looking For<ul><li>A college degree is encouraged yet not required</li><li>Customer service, sales, phone or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is a great addition to your experience</li><li>Series 7 license is to be obtained within three months of hire</li><li>Series 66 license within 90 days of passing the Series 7exam</li></ul>The Purpose of Your RoleThe Associate Retirement Planner is not only a voice for Fidelity but also a key member of the regional center team. You will open up conversations, listen for needs, identify new opportunities, and help springboard appointments for phone and field consultants.The Skills You Bring<ul><li>Superb interpersonal, customer interaction, and communication skills</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Consistent attention to detail and prioritization ability</li><li>Computer literacy having worked with multiple applications in the past</li></ul>The Value You Deliver<ul><li>You are developing rapport with Fidelity’s non-profit and public sector clients daily</li><li>You will directly impact TEM opportunities by identifying needs</li><li>You will learn how to handle a book of business while working closely with the Participant Engagement team.</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience.</li></ul>How Your Work Impacts the OrganizationYou will be an instrumental partner to individuals and families planning for retirement.You’ll play a meaningful role in promoting customer dedication.You will dedicatedly work with business partners and team members to understand the relevant details of your client’s needs and goals.<h3>Certifications:</h3>Series 07 - 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.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.

Retirement Planner Associate - Westlake, TX

<h3>Job Description:</h3>Director, Observability Platform ManagementThe RoleWe are seeking a seasoned Engineering Leader to spearhead our observability platform management initiatives. In this role, you will leverage your technical expertise and leadership acumen to guide a high-performing team of software engineers in building, maintaining, scaling and supporting our enterprise observability platform. Our platform is built on a modern open-source technology stack, including Grafana, Prometheus, ELK, and OpenTelemetry.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent in a technology related field (e.g. Computer Science, Engineering, etc.) required.</li><li>Platform management experience (ideally with observability platform) focusing on platform Maintainability, Scalability, Availability, Reliability, Performance, and Resilience. Experience with complementary platforms such as Container Orchestration, Streaming API a plus but not required.</li><li>Deep expertise in at least two of the following Prometheus, Grafana, ELK Stack, OpenTelemetry, Victoria Metrics. Experience with Click House, Loki, Influx DB, Graphite a plus but not required</li><li>Demonstrated experience managing large-scale observability agent and pipeline deployments with focus on performance optimization, security hardening, and resource management through automation-first approaches</li><li>Proven leadership skills with demonstrated ability to quarterback engineering teams to deliver scalable robust solutions.</li><li>Forward thinking and strategic approach to be able to recognize and connect patterns to both enhance and simplify your platform</li><li>Expertise in Observability technologies and practices and well-grounded in the knowledge of engineering and continuous delivery practices.</li><li>Hands-on experience across major cloud providers such as AWS, Azure, GCP</li><li>Champion of engineering excellence practices including CI/CD, design reviews, code reviews, and comprehensive testing strategies</li><li>Understanding of the different Observability approaches and how to apply them and when.</li><li>Deep understanding and experience in developing and applying security controls in public cloud</li><li>You have a solid understanding of IT services, IT Service Management in an Enterprise context and cloud delivery models including IaaS, SaaS, and PaaS; automation; containers; auto-scaling, virtual compute, storage, and networking; identity and access management; configuration management, incident management, problem management, asset management, logging and audit.</li><li>Passionate about technology and delivering solutions to solve business problems using cloud native technologies</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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.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.

621 Jobs in Blue Mound, TX 76131, USA