field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h4><i>At Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process.</i><i>We want you to know that we encourage you to apply if this job excites you, even if you don’t meet 100% of the requirements. You may just be the right candidate for this role, or another role and make your mark at Mill Creek.</i></h4><p>The Service Technician Level II maintains the physical condition and appearance of the community. This position is accountable for identifying problems, completing service requests, and making repairs in order to maintain the material and aesthetic condition of the community. The Service Technician Level II works in accordance with operating and safety standards, ensuring requests and repairs are made in a reliable, timely manner. Anticipates and evaluates potential problems. This position strives to maintain the highest level of attention to the operational needs of the community.</p><h4>Essential Functions/Responsibilities</h4><ul><li>Assist in organizing and performing general duties, preventative maintenance, and repairs consistent with Mill Creek Residential operating and safety standards&nbsp;</li><li>Thoroughly inspect vacated apartments, document necessary renovations, and re-inspect completed&nbsp; units for the highest quality of work and superior presentation</li><li>Routinely perform duties to restore apartments to “make ready” status</li><li>Respond to problems with successful repairs: HVAC, electrical, plumbing, appliances, carpentry, emergency systems, flooring, hardware accessories, masonry, painting, drywall, pools, spa and water features, and trash management systems</li><li>Routinely inspect community grounds and buildings to ensure safety standards and identify maintenance projects</li><li>Respond to resident requests in a timely manner, delivering excellent customer service</li><li>Promote safe work practices among on-site team</li><li>Ensure compliance with all Federal, State and local laws. Consistently abide by Fair Housing regulations</li><li>Address and complete all other duties as assigned</li><li>Embody the Mill Creek mission, values and brand promise in all that he or she does</li></ul><h4>Education and/or Experience</h4><ul><li>High School diploma or equivalent (GED) preferred.</li><li>1-3 years’ experience performing maintenance duties</li><li>Multi-Family maintenance experience helpful</li><li>HVAC and CPO certification preferred</li></ul><h4>Skills/Specialized Knowledge</h4><ul><li>Capacity to read, write, and speak English, such as, the ability to read and receive and all work instructions, service requests, comprehension of required trainings, understand labels on containers, and verbally communicate with associates, residents and vendors; complete required paperwork on own.</li><li>Accurately take measurements and perform basic arithmetic</li><li>General computer skills in Microsoft Office and property management based software</li><li>Frequently operate maintenance equipment such as, but not limited to, hand tools, power tools, user-moved aids, snow and ice removal equipment, ladders, landscaping equipment and safety devices</li><li>Safely use chemicals, paint, and general cleaning supplies</li><li>Frequently operate motorized vehicles such as, but not limited to, car, truck, van or golf cart</li></ul><h4>About the Benefits of joining the Mill Creek Team</h4><ul><li>Competitive compensation</li><li>Comprehensive medical, dental and vision</li><li>Employer sponsored short and long term disability, Life and ADD insurance</li><li>401k with employer matching</li><li>Paid time off benefits: Vacation, Sick, Holidays</li></ul><p><i>Mill Creek is an Equal Opportunity Employer</i></p><h4><b>Are you ready to contribute to the success of Mill Creek Residential?&nbsp; If so, apply today and become part of an organization that believes in uncompromising integrity, celebrating successes, continuous improvement, and working hard, smart and together!</b></h4>

Mill Creek Residential

Service Tech II

<h4><i>At Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process.</i><i>We want you to know that we encourage you to apply if this job excites you, even if you don’t meet 100% of the requirements. You may just be the right candidate for this role, or another role and make your mark at Mill Creek.</i></h4><p>The Service Technician Level III (Assistant Service Manager), maintains the physical condition and appearance of the community. This position is accountable for identifying problems, completing service requests, and making repairs in order to maintain the material and aesthetic condition of the community. The Sr. Service Technician works in accordance with operating and safety standards, ensuring requests and repairs are made in a reliable, timely manner. This leader anticipates and evaluates potential problems then proactively develops plans to counter challenges. The Sr. Service Technician consistently strives to maintain the highest level of attention to the operational needs of the community.</p><h4>Essential Functions/Responsibilities</h4><ul><li>Organize and perform general duties, preventative maintenance, and repairs consistent with Mill Creek Residential operating and safety standards&nbsp;</li><li>Respond to problems with successful repairs: HVAC, electrical, plumbing, appliances, carpentry, emergency systems, flooring, hardware accessories, masonry, painting, drywall, pools, spa and water features, and trash management systems</li><li>Respond to resident requests in a timely manner, delivering excellent customer service</li><li>Thoroughly inspect vacated apartments, document necessary renovations, and re-inspect completed units for the highest quality of work and superior presentation</li><li>Routinely inspect community grounds and buildings to ensure safety standards and identify maintenance projects</li><li>Assist in the preparation of maintenance budgets and monitor a sufficient inventory of tools and supplies</li><li>Promote safe work practices among on-site team</li><li>Ensure compliance with all Federal, State and local laws. Consistently abide by Fair Housing regulations</li><li>Address and complete all other duties as assigned</li><li>Embody the Mill Creek mission, values and brand promise in all that he or she does</li></ul><h4>Education/Experience</h4><ul><li>High School diploma or equivalent (GED) preferred</li><li>3-5 years maintenance technician experience</li><li>Multi-family housing experience helpful</li><li>CPO and EPA required</li></ul><h4>Skills/Specialized Knowledge</h4><ul><li>Capacity to read, write, and speak English, such as, the ability to read and receive and all work instructions, service requests, comprehension of required trainings, understand labels on containers, and verbally communicate with associates, residents and vendors; complete required paperwork on own.</li><li>Accurately take measurements and perform basic arithmetic</li><li>General computer skills in Microsoft Office and property management based software</li><li>Frequently operate maintenance equipment such as, but not limited to, hand tools, power tools, user-moved aids, snow and ice removal equipment, ladders, landscaping equipment and safety devices</li><li>Safely use chemicals, paint, and general cleaning supplies</li><li>Frequently operate motorized vehicles such as, but not limited to, car, truck, van or golf cart</li></ul><h4>About the Benefits of joining the Mill Creek Team</h4><ul><li>Competitive compensation</li><li>Comprehensive medical, dental and vision</li><li>Employer sponsored short and long term disability, Life and ADD insurance</li><li>401k with employer matching</li><li>Paid time off benefits: Vacation, Sick, Holidays</li></ul><p><b>*SIGN ON BONUS of $750*</b></p><p><i>Mill Creek is an Equal Opportunity Employer</i></p><h4><b>Are you ready to contribute to the success of Mill Creek Residential?&nbsp; If so, apply today and become part of an organization that believes in uncompromising integrity, celebrating successes, continuous improvement, and working hard, smart and together!</b></h4>

Service Tech III

<h4><i>At Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process.</i><i>We want you to know that we encourage you to apply if this job excites you, even if you don’t meet 100% of the requirements. You may just be the right candidate for this role, or another role and make your mark at Mill Creek.</i></h4><p>The Assistant Community Manager assists the Community Manager in supporting performance standards and maintaining all aspects of community operations. This individual works to develop, empower, and inspire associates toward the achievement of desired business outcomes. The Assistant Manager will be the “Manager on Duty” (MOD) in the absence of the Community Manager. The Assistant Community Manager may assist with scheduling and providing work assignments. This leader will consistently improve the sales process through guiding, coaching, and training Senior/Leasing Consultants.</p><h4>Essential Functions/Responsibilities</h4><p><b>Sales and Marketing</b></p><ul><li>Warmly greet prospective residents and create a personal connection while determining needs and preferences</li><li>Answer all incoming calls and handle accordingly, whether prospect call, resident issue, service request etc.</li><li>Correctly complete all lease applications, assist with application verification, and notify prospective resident of results in a timely manner</li><li>Call or visit competitive properties to update market survey on a monthly basis. Stay informed and aware of rents, specials and events promoted by competitors</li><li>Enter accurate and timely data into appropriate information systems and prepare leasing reports for the Manager as requested. Manage Entrata tasks and leads daily</li><li>Ensure the office, clubroom, apartment models, and “market ready” units are in impeccable condition</li><li>Assist in Social Media advertising as directed by the Manager</li><li>Assist in the preparation of move-ins, such as, walking apartment, preparing move-in gift, preparing move-in package (including keys, passes, etc.) as directed by the Manager</li><li>Familiar with the surrounding neighborhood and ready to confidently share information with prospects and residents</li><li>Address and complete all other duties as assigned</li></ul><p><b>Operational Standards</b></p><ul><li>Accept rents and make deposits</li><li>Maintain accurate records in Yardi. Update all rents, deposits and application fees received by residents on a daily basis.&nbsp; Issue appropriate notices when necessary (i.e. late payment notices , eviction notices, returned check memos)</li><li>Update reports daily regarding notices to vacate, vacancy report, activity report and provide pertinent information to Community Manager</li><li>Participate in Revenue Management calls when applicable</li><li>Oversee normal duties of Concierge and Leasing Consultants (based on Manager’s request and staffing structure)</li><li>Complete all new lease and renewal paperwork, including related addendums</li><li>Complete resident communications when applicable</li><li>Attend training classes/meetings as required or recommended by management</li><li>Enter accurate and timely data into appropriate information systems. Manage Entrata tasks and leads daily</li><li>Know and adhere to all policies and procedures contained in the manuals issued by Mill Creek Residential or as otherwise communicated (verbally or in writing) to associates</li><li>Ensure compliance with all Federal, State and local laws. Consistently abide by Fair Housing regulations</li><li>Address and complete all other duties as assigned</li></ul><p><b>Customer Service</b></p><ul><li>Understand and support the customer experience vision for Mill Creek Residential</li><li>Communicate service guarantees and customer service standards to prospective and current residents</li><li>Take ownership to personally address and resolve customer concerns in a timely professional manner</li><li>Support new residents during move-in process. Assist with lease renewals, move-outs, and resident transfers</li><li>Contribute ideas for improving resident satisfaction to the Community Manager</li><li>Participate in monthly property renewal program with informative letters, friendly telephone calls, and/or other means of encouraging communication as needed to increase resident retention</li><li>Accept service requests from residents and route to service department for prompt processing Follow up to ensure the request has been completed and resident is satisfied</li><li>Physically inspect property when on the grounds, pick up litter, and report any service needs to the maintenance staff and Manager</li><li>Embody the Mill Creek mission, values and brand promise in all that he or she does</li><li>Champion and enforce the Mill Creek Brand Promise, Service Standards, and Manifesto</li><li>Address and complete all other duties as assigned</li></ul><h4>Education and/or Experience</h4><ul><li>High School diploma or equivalent (GED), Bachelor’s degree preferred</li><li>2 years multi-family leasing or related property management experience or equivalent experience</li><li>Commitment to, and passionate for, providing outstanding customer service</li><li>Strong communication skills (written and verbal)</li><li>Multi Family or related property management experience, retails sales or hospitality experience</li></ul><h4>Skills/Specialized Knowledge</h4><ul><li>Clearly communicate, speak, read, and write in English as demonstrated by clear and concise written and verbal communication</li><li>Exercise professional judgement to take ownership of and resolve issues and problems with residents</li><li>In depth knowledge of community, inventory, pricing and availability as well as neighborhood and local community</li><li>Continuous research of area competitors such as pricing, amenities, features etc.</li><li>Computer skills including Microsoft Word, Excel, Entrata, Yardi and Revenue Management Software</li><li>Ability to perform basic arithmetic skills such as measurement, addition, subtraction, multiplication and division</li><li>Operate general office equipment, such as, but not limited to, personal computer, tablet, telephone and successfully program fobs and other electronic devices</li><li>Capable of travelling between two or more communities, if necessary</li><li>Report to work on time, work assigned schedules (including weekends) and accurately document/verify time worked</li></ul><h4>About the Benefits of joining the Mill Creek Team</h4><ul><li>Competitive compensation</li><li>Comprehensive medical, dental and vision</li><li>Employer sponsored short and long term disability, Life and ADD insurance</li><li>401k with employer matching</li><li>Paid time off benefits: Vacation, Sick, Holidays</li></ul><p><i>Mill Creek is an Equal Opportunity Employer</i></p><h4><b>Are you ready to contribute to the success of Mill Creek Residential?&nbsp; If so, apply today and become part of an organization that believes in uncompromising integrity, celebrating successes, continuous improvement, and working hard, smart and together!</b></h4>

Luxury High Rise Assistant Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The <strong>Analyst Associate, Billing &amp; Expense </strong>will perform daily tasks in support of expense accrual setups for new product launches and fund events, expense structure changes, monthly rate reset tasks, daily analytics to ensure expense accruals and disbursements are accurate. The analyst may be responsible for the daily accounting of expense related processing on all products supported by the team, including approximately 500+ Retail and 2,000 Institutional products as well as certain Alternative products. On a periodic basis, you may be responsible for calculating Fidelity’s revenue derived from the Fidelity Investments ’40 Act Funds, Institutional and certain registered or non-registered Funds and client billing related to the Institutional funds. Tasks within the team also support financial statement preparation and internal/external audit reviews. </p><p>You will have the opportunity to demonstrate your skills in delivering operational excellence in an agile operating model, your curiosity for end-to-end improvements and your passion for problem solving. In this role you will work extensively with other operations and technology groups across FFIO, Corporate Finance and Accounting, FMR Product and Board Support, FIAM client account executives, FMTC account managers and the Treasurer’s Office.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree preferred</li><li>Experience with Alternative products preferred</li><li>Experience working in an agile operating model preferred</li><li>Prior experience within mutual fund industry and / or experience in accounting preferred</li><li>Analytical and organizational skills as well as the ability to problem solve in order to deliver on requests from business partners and clients</li><li>Eagerness to learn new processes through individually paced on-the-job and mentor aided training opportunities</li><li>Attention to detail</li><li>Positive and collaborative attitude</li><li>Proficiency in Microsoft Office Excel</li><li>Effective communication (written and verbal) and interpersonal skills<p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p></li></ul><p><strong>The Team</strong></p><p>The Billing &amp; Expense function is within the broader Fund Operations Domain within Fidelity Fund &amp; Investment Operations (FFIO). The Billing &amp; Expense teams are responsible for the accounting of all fund expenses on the FMR, FIAM and FMTC products, including calculating &amp; invoicing management, performance, transfer agent, P&amp;B, 12b-1 &amp; sub advisory fees for FMR mutual funds, FIAM institutional clients &amp; FMTC pools. We have a steadfast commitment to delivering accurate and timely accounting of expenses to our internal customers and fund shareholders. It is a highly critical role in a fast paced, constantly evolving operations group focused on the accuracy of our mutual fund and client account expense accrual, revenue billing and invoice distribution.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Fidelity Investments

Associate Analyst, Billing & Expense

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Financial Consultant - Charlotte South

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Relationship Manager - Greenville, DE

<h3>Job Description:</h3><p><strong>VP, Fraud Detection</strong></p><p><strong>Fraud Risk &amp; Control</strong></p><p><strong>Job Description</strong></p><p>The Fraud Risk and Control’s (FRC) Detection Team is responsible for ensuring that fraudulent events such as account log-in, account opening, payment attempts, etc. occurring on Fidelity’s platform are detected and mitigated on a timely manner. FRC Detection Team leverages a combination of vendor and internally developed tools and models which enable real-time detection and interdiction at various stages of the customer lifecycle. As the VP, Fraud Detection, your role is to build strategies that make use of the various models/AI solutions and data sources available to enable timely and accurate detection of fraud events, to ensure customer interactions are risk-assessed in a contextualized and holistic manner, minimizing false positive and contributing to a remarkable customer experience. You will collaborate with product, technology and data science teams to build solutions that accurately detect and interdict fraud, while satisfying strict SLA’s and seamlessly integrating with customer experience. Specifically, you will:</p><ul><li>Leverage cutting-edge AI/Machine Learning Solutions to define Fraud Detection strategies across Fidelity’s products and business lines.</li><li>Use anomaly detection and linking/graph solutions to enable discovery of fraud rings and coordinated events.</li><li>Design profiling and trust solutions to offer intuitive and customized experiences to Fidelity’s customers.</li><li>Collaborate with partner teams to respond to fraud events, mitigate risk and customer impact.</li></ul><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Bachelor’s or master’s degree in quantitative fields with 12 years of experience in Fraud Risk management in financial institutions.</li><li>Experience in leveraging AI/Machine Learning solutions to optimize fraud detection</li><li>Hands-on experience in generating analytical insights from large-scale data using python, SQL or similar programming languages</li><li>Experience in project management and problem solving in a complex environment.</li><li>Excellent communication skills and ability to collaborate with a diverse set of key stakeholders</li></ul>The base salary range for this position is $130,000-264,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Vice President, Technology Risk

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Financial Representative - Midlothian, VA

<h3>Job Description:</h3><p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</p></li><li><p>Financial Services experience, we recommend five years</p></li><li><p>Degree and/or other professional certifications such as CFP are helpful</p></li></ul><h3>The Purpose of Your Role</h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><h3>The Skills You Bring</h3><ul><li><p>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Your appreciation for working in a dynamic and collaborative environment</p></li><li><p>Assurance that portfolios remain in accordance with compliance guidelines</p></li></ul><h3>The Value You Deliver</h3><ul><li><p>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</p></li><li><p>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</p></li><li><p>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</p></li><li><p>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</p></li></ul><h3>How Your Work Impacts the Organization</h3><p>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Wealth Management Planning Consultant - Southlake, TX

<h3>Job Description:</h3><p>The Role:</p><p>In this role you will be part of the AM Data team supporting efforts in delivering value to the business through the utilization and exploitation of data. The Director will be key in leading and providing thought leadership on key strategic areas of the program aimed at promoting highly scalable solutions and an operating model intended to maximize the organizations utilization of our data ecosystem and related capabilities.</p><p>In this capacity this individual will focus on developing and implementing strategies intended to support the growth and evolution of our business (and related frameworks), evolving and maturing the organizations approach to data management (including Common, Alternative, and Derived datasets) in partnership with stakeholders across the organization, and will look critically at the way AM is accessing and leveraging data to inform strategies focused on reducing friction and managing risk as a part of those pipelines.</p><p>This role will be highly visible, requiring meaningful experience supporting executive program messaging utilizing a variety of communication formats at different levels of the organization; tailoring critical information of a complex or involved nature, to a senior and executive audiences while often being sought out by senior leadership for expert opinions and recommendations required to provide business solutions. The Director will be critically important to ensuring AM is able to support the data needs of the organization while balancing competing priorities within AM and in our support of firm wide data initiatives, recommending or making decisions for the organization that will result in optimal outcomes for a broad range of highly complex business problems. </p><p>The Expertise and Skills You Bring</p><ul><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p>The Team:</p><p>The Asset Management (AM) Data Strategy and Governance team supports AM efforts focused on advancing and executing against both Fidelity and AM Data Strategies.</p><p>The Asset Management Data team was formed as a centralized team within Asset Management (AM) to drive a Data First mindset, given the increasing importance of building data strategy into initiatives across all aspects of the organization. The team embraces a spirit of entrepreneurship, collaboration, and innovation as we work together to navigate the data challenges of emerging businesses as well as the modernization of traditional investment and data distribution platforms methodologies.</p><p>AM Data provides strategic thought leadership, data fluency education, data governance oversight, data quality expertise, data request prioritization and a variety of other utilities to AM. We aim to help simplify engagement, accelerate delivery, integrate business perspective, and improve the quality of all things data. Working closely with leaders across Asset Management and other key Fidelity business groups, we drive a One-AM approach to data investment and priorities for the AM business. </p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

26,183 Jobs