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<p>JOB POSTING</p><p>Service and Support Administrator</p><p><strong>Summary:&nbsp; </strong>Under the general supervision of the Director of Service and Support Administration and the direct supervision of the Service and Support Administration Managers, this position is responsible for the development of a person-centered plan for individuals that promotes self-determination.&nbsp;Assists individuals and their families/guardians to explore and obtain services and supports from variety of sources.&nbsp;Assures that services delivered are in compliance with Federal, State, local rules, regulations, statutes, standards as well as Board policy, regulations and procedures and related Operating Plans.&nbsp; Must strive to meet the Agency mission. and exemplify the Agency's core values.<br><br>&nbsp;</p><p><strong>Essential Duties and Responsibilities:&nbsp;</strong>include the following. Other duties may be assigned.&nbsp;</p><ul><li>Coordinates the ongoing Individual Service Plan (ISP) process, to include thorough assessment of individuals served, coordination of ISP team meetings, development of a comprehensive ISP, ongoing reviews to ensure services and supports are provided in accordance with the ISP, verifies the ISP is designed to ensure health, safety and welfare, reflect current level of needs and services as based upon the results of the assessment process and expressed preference of individuals served.&nbsp; Ensures achievement of outcomes that are important to the individual and outcomes that are important for the individual are included in the ISP.&nbsp; &nbsp; &nbsp; &nbsp;As the team leader, addresses the balance of and any conflicts between what is important to the individual and what is important for the individual.&nbsp; &nbsp;</li><li>For assigned cases, coordinates ISP meetings in keeping with the philosophy of self-determination, plans services to meet assessed needs through one single unified ISP.&nbsp; Develops an ISP that supports the concepts and principles of self-determination in accordance with standards as defined through the Ohio Department of Developmental Disabilities rules and MCBDD policies and procedures.&nbsp; &nbsp; &nbsp; These self-determination principles and concepts will include individual’s choice of service providers, development of individuals budgets/personal resources, and individual control of services to the extent feasible for each person served.&nbsp;</li><li>Completes the writing of Individual Service Plans (ISPs) within the guidelines established by the SSA department so that the ISP is distributed to the team prior to service delivery date.&nbsp; communicates service dates, corrections, suspensions, disenrollment to Waiver Administration, coordinating changes, ISP revision/reviews, and preventative measures when applicable.&nbsp;</li><li>Will comply with all local, State, Federal rules regulations, statutes, and standards, including DODD and CMS interpretation of said rules.&nbsp;</li><li>Provides support and solicits active participation by the individual and significant others of their choice in the planning process.&nbsp;</li><li>Recommends as a team leader on each assigned individual’s ISP team, or a Medina County DD Board representative for an ICF (as assigned), so that a unified community plan of service can be developed.&nbsp;</li><li>Acts as primary point of coordination for person and between team members for the ISP. Attends meetings, hearings, etc. at sites located throughout the county and state. Assists individuals/families to exercise their rights (due process, access to financial rights and benefits, etc.).&nbsp; &nbsp; &nbsp; Provides feedback regarding the results of the ongoing service review process to individual/family and other appropriate parties. Assists the individual and their family with negotiating services, solving problems, addressing barriers, and making adjustments to the ISP as needed.&nbsp;</li><li>Promote the involvement of agencies/individuals to arrange services that significantly impact the life of the individual while eliminating duplication.&nbsp; Assist the individual in obtaining appropriate agency or community-based services.&nbsp;</li><li>Maintain records and reports in a timely and accurate manner, consistent with accreditation and regulatory standards or contracted agreement.&nbsp;</li><li>Complies with guidelines established by DODD and the Medina Board of Developmental Disabilities regarding reporting of alleged abuse and/or neglect and other incidents as outlined in OAC 5123:1-17-02: Major Unusual Incidents.&nbsp;</li><li>Maintain contact with the person served and all ISP team members in addition to maintaining effective working relationships with staff of other agencies and facilities, families, and the public.&nbsp;</li><li>May arrange for transportation for individuals or may provide transportation as a last resort.</li><li>Provides consultation to staff on specific cases.&nbsp;</li><li>In accordance with DODD requirements, will be responsible for documenting daily and submitting monthly Medicaid Waiver billing documentation in accordance with the Targeted Case Management and / or Medicaid Administrative Claiming Guide. Attends all required Targeted Case Management documentation and/or Medicaid Administrative Claiming training; identifies any training needs, and requests training and support to ensure complete and accurate documentation.</li></ul><p><strong>Qualifications:&nbsp;</strong>Bachelor's degree (B. A.) from four-year college or university required.&nbsp;</p><p>Applicant must meet the additional requirements as follows</p><ul><li>To perform this job successfully, an individual should have knowledge of Database software; Spreadsheet software, internal network functions, and Word Processing software.&nbsp; Must meet agency computer literacy requirements.&nbsp;</li><li>Must meet eligibility requirements for DODD Service and Support Certification.&nbsp;</li><li>Valid State of Ohio driver’s license required.&nbsp; Must meet agency driving requirements.&nbsp;</li><li>Must be available to work outside normal program hours and on a rotating "on-call" basis. Must be available to work a varied and flexible schedule to meet the needs of assigned individuals. Must be able to travel to various community-based sites or programs.&nbsp; Not all sites/environments are accessible regarding individuals with mobility issues.&nbsp;</li><li>Must meet all other agency employment requirements.&nbsp;</li><li>Must meet all requirements as outlined on the attached job description.</li></ul><p><strong>Salary: </strong>At least $46,603 annually; to commensurate with education and experience</p><p><strong>Hours:</strong> Full-time exempt position</p><p><strong>Available:&nbsp; </strong>Immediate Start</p><p><strong>Date Posted:&nbsp;</strong>September 30th 2025</p><p><strong>How to Apply:&nbsp; </strong>Submit employment application and resume to <a href="mailto:jobapps@mcbdd.org" target="_blank">jobapps@mcbdd.org</a></p><p><strong>Questions:&nbsp; </strong>Please contact Katie Cantrell (Human Resources Clerk) at 330-725-7751 ext. 288</p><p>The Medina County Board of Developmental Disabilities is an Equal Opportunity Employer</p><p>Posting Removal Date November 28th 2025</p>

Medina County Board of Developmental Disabilities

Service and Support Administrator

<p>Service and Support Administrator</p><p><strong>Summary:&nbsp; </strong>Under the general supervision of the Director of Service and Support Administration and the direct supervision of the Service and Support Administration Managers, this position is responsible for the development of a person-centered plan for individuals that promotes self-determination.&nbsp;Assists individuals and their families/guardians to explore and obtain services and supports from variety of sources.&nbsp;Assures that services delivered are in compliance with Federal, State, local rules, regulations, statutes, standards as well as Board policy, regulations and procedures and related Operating Plans.&nbsp; Must strive to meet the Agency mission. and exemplify the Agency's core values.<br><br>&nbsp;</p><p><strong>Essential Duties and Responsibilities:&nbsp;</strong>include the following. Other duties may be assigned.&nbsp;</p><ul><li>Coordinates the ongoing Individual Service Plan (ISP) process, to include thorough assessment of individuals served, coordination of ISP team meetings, development of a comprehensive ISP, ongoing reviews to ensure services and supports are provided in accordance with the ISP, verifies the ISP is designed to ensure health, safety and welfare, reflect current level of needs and services as based upon the results of the assessment process and expressed preference of individuals served.&nbsp; Ensures achievement of outcomes that are important to the individual and outcomes that are important for the individual are included in the ISP.&nbsp; &nbsp; &nbsp; &nbsp;As the team leader, addresses the balance of and any conflicts between what is important to the individual and what is important for the individual.&nbsp; &nbsp;</li><li>For assigned cases, coordinates ISP meetings in keeping with the philosophy of self-determination, plans services to meet assessed needs through one single unified ISP.&nbsp; Develops an ISP that supports the concepts and principles of self-determination in accordance with standards as defined through the Ohio Department of Developmental Disabilities rules and MCBDD policies and procedures.&nbsp; &nbsp; &nbsp; These self-determination principles and concepts will include individual’s choice of service providers, development of individuals budgets/personal resources, and individual control of services to the extent feasible for each person served.&nbsp;</li><li>Completes the writing of Individual Service Plans (ISPs) within the guidelines established by the SSA department so that the ISP is distributed to the team prior to service delivery date.&nbsp; communicates service dates, corrections, suspensions, disenrollment to Waiver Administration, coordinating changes, ISP revision/reviews, and preventative measures when applicable.&nbsp;</li><li>Will comply with all local, State, Federal rules regulations, statutes, and standards, including DODD and CMS interpretation of said rules.&nbsp;</li><li>Provides support and solicits active participation by the individual and significant others of their choice in the planning process.&nbsp;</li><li>Recommends as a team leader on each assigned individual’s ISP team, or a Medina County DD Board representative for an ICF (as assigned), so that a unified community plan of service can be developed.&nbsp;</li><li>Acts as primary point of coordination for person and between team members for the ISP. Attends meetings, hearings, etc. at sites located throughout the county and state. Assists individuals/families to exercise their rights (due process, access to financial rights and benefits, etc.).&nbsp; &nbsp; &nbsp; Provides feedback regarding the results of the ongoing service review process to individual/family and other appropriate parties. Assists the individual and their family with negotiating services, solving problems, addressing barriers, and making adjustments to the ISP as needed.&nbsp;</li><li>Promote the involvement of agencies/individuals to arrange services that significantly impact the life of the individual while eliminating duplication.&nbsp; Assist the individual in obtaining appropriate agency or community-based services.&nbsp;</li><li>Maintain records and reports in a timely and accurate manner, consistent with accreditation and regulatory standards or contracted agreement.&nbsp;</li><li>Complies with guidelines established by DODD and the Medina Board of Developmental Disabilities regarding reporting of alleged abuse and/or neglect and other incidents as outlined in OAC 5123:1-17-02: Major Unusual Incidents.&nbsp;</li><li>Maintain contact with the person served and all ISP team members in addition to maintaining effective working relationships with staff of other agencies and facilities, families, and the public.&nbsp;</li><li>May arrange for transportation for individuals or may provide transportation as a last resort.</li><li>Provides consultation to staff on specific cases.&nbsp;</li><li>In accordance with DODD requirements, will be responsible for documenting daily and submitting monthly Medicaid Waiver billing documentation in accordance with the Targeted Case Management and / or Medicaid Administrative Claiming Guide. Attends all required Targeted Case Management documentation and/or Medicaid Administrative Claiming training; identifies any training needs, and requests training and support to ensure complete and accurate documentation.</li></ul><p><strong>Qualifications:&nbsp;</strong>Bachelor's degree (B. A.) from four-year college or university required.&nbsp;</p><p>Applicant must meet the additional requirements as follows</p><ul><li>To perform this job successfully, an individual should have knowledge of Database software; Spreadsheet software, internal network functions, and Word Processing software.&nbsp; Must meet agency computer literacy requirements.&nbsp;</li><li>Must meet eligibility requirements for DODD Service and Support Certification.&nbsp;</li><li>Valid State of Ohio driver’s license required.&nbsp; Must meet agency driving requirements.&nbsp;</li><li>Must be available to work outside normal program hours and on a rotating "on-call" basis. Must be available to work a varied and flexible schedule to meet the needs of assigned individuals. Must be able to travel to various community-based sites or programs.&nbsp; Not all sites/environments are accessible regarding individuals with mobility issues.&nbsp;</li><li>Must meet all other agency employment requirements.&nbsp;</li><li>Must meet all requirements as outlined on the attached job description.</li></ul><p><strong>Salary: </strong>At least $46,603 annually; to commensurate with education and experience</p><p><strong>Hours:</strong> Full-time exempt position</p><p><strong>Available:&nbsp; </strong>Immediate Start</p><p><strong>Date Posted:&nbsp;</strong>August 28th 2025</p><p><strong>How to Apply:&nbsp; </strong>Submit employment application and resume to <a href="mailto:jobapps@mcbdd.org" target="_blank">jobapps@mcbdd.org</a></p><p><strong>Questions:&nbsp; </strong>Please contact Katie Cantrell (Human Resources Clerk) at 330-725-7751 ext. 288</p><p>The Medina County Board of Developmental Disabilities is an Equal Opportunity Employer</p>

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Client Relationships Group (CRG) is a division of Fidelity Institutional Wealth Management Services and is a leading provider of clearing and custody to registered investment advisors (RIAs), family offices, retirement recordkeepers, broker-dealer firms, banks and insurance companies. You will be part of a business that offers clients access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive. This role would specifically be in support of the Family Office Relationship Management team.</p><p>Vice President Relationship Manager (RM) is entrusted to work with and develop key relationships with some of the largest and most complex Single-Family Offices (SFOs) and Wealthy Families (WFs) in the country.</p><h3><strong>Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree required. MBA preferred.</li><li>15+ years of financial services, proven experience with SFO/WF/RIA industry expertise a must.</li><li>15+ years of direct client and/or financial services experience in a Sales and/or Relationship Management function.</li><li>Deep understanding of the organizational structure of an SFO/WF/RIA – including service, technology, investment and back-office operations.</li><li>Experience in wealth management and/or investment management.</li><li>Series 7 and 63 licenses required.</li><li>Proven track record in building and handling relationships with demanding and complex clients, including with the highest level of decision makers.</li><li>Ability to set a strategic direction for clients which demonstrates ultimate ownership and accountability for the relationship.</li><li>Proven ability to be successful with clients and prospects in face-to-face meetings, virtual, phone based and/or email interactions.</li><li>Financial business analysis and/or consulting experience.</li><li>Experience with meeting the evolving needs of large family offices and the Ultra High Net Worth families that they serve.</li><li>Institutional brokerage operations experience.</li><li>Strong communication and listening skills, with ability to influence and proactively create client interactions.</li><li>Strong at multi-tasking, project management with utmost attention to detail.</li><li>Ability to identify and handle at risk situations and escalate where appropriate.</li><li>Interest in and an understanding of financial markets. Solid knowledge of both traditional and alternative asset classes.</li><li>Comfortable working independently including decision making.</li><li>Travel is required (35% on average) – most clients regionalized, but some national travel.</li><li>Ability to meet in-office requirements of the role / business unit.</li><li>Demonstrate the highest levels of engagement with the team and dedication to service.</li><li>Provide overall client accountability and book management of a sophisticated portfolio of clients.</li><li>Develop key strategic relationships with the principal decision makers of each client relationship.</li><li>Provide proactive consultations to senior individuals within each relationship by clearly prioritizing a strategic plan and objectives. Develop true partnerships by helping clients successfully lead and build their business while improving the business relationship.</li><li>Conduct comprehensive quarterly and/or annual relationship reviews. Fully understand and develop solutions for client needs by partnering with client service managers on resolutions for issues.</li><li>Stay knowledgeable of changes and trends in the marketplace acquired from clients, activities and industry research. Be an active contributor to our collective intelligence to better serve our clients and make recommendations for product/service improvements.</li><li>Grow assets under administration (AUA) and find opportunities to convert to assets under management (AUM) by working closely with sales and the investment teams. Work closely with the investment team to ensure execution of investment and product solutions.</li><li>Partner closely with specialists to accurately identify, plan, influence, and implement Fidelity solutions.</li><li>Establish and demonstrate value and differentiation from our competitors.</li><li>Responsible for documenting client activities, business opportunities, business risks, and all communications with clients in the CRM on a timely basis.</li><li>Partner with Sales to develop referrals from existing client relationships.</li></ul><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3>The Team</h3><p>There is alignment of Fidelity’s success with its client’s success. The VP of Relationship Management plays a critical role in helping clients execute upon their business strategies to grow their business and operate in a more efficient and scalable manner. Asset and revenue growth is also of strategic importance in the Family Office segment, so the ability to uncover and help capture opportunity is a critical aspect of this role.</p>The base salary range for this position is $120,000 - $200,000 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><br>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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Vice President, Family Office Relationship Manager

<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>The base salary range for this position is $60,000 - $75,000 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><br>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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Mountain View, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Senior Manager in Fidelity’s Workplace Investing DC Innovation Product Area, you will be a member of a strategic product team working to acquire new clients. Day to day, you will work closely with a team of cross functional and dedicated partners (product, marketing, sales, analytics technology, legal, compliance &amp; risk partners) responsible for streamlining go-to-market processes and gaining market share in the small business space.</p><p>In this role, you will be a part of the Fidelity Advantage 401(k)SM acquisition team, focused on driving scalable growth by delivering new capabilities and enhancements to go-to-market and sales enablement activities. The ability to build strong working relationships across the organization, while enforcing clear roles and responsibilities, is a must. As a Senior Manager, you should be a highly motivated self-starter with a sense of ownership, attention to detail, and a positive ‘can do’ attitude.</p><p><strong>The Work </strong></p><ul><li>Conduct E2E analysis of acquisition processes from marketing to sales to implementation.</li><li>Support acquisition partners (product, marketing, analytics, sales, and sales support) to ensure efficient and effective processes.</li><li>Partner with acquisition team members and marketing leaders to develop compelling and effective go-to-market assets.</li><li>Partner with acquisition team members and sales leadership to increase win rate and reduce drop off between commitment and implementation. </li><li>Identify and track metrics that matter across the E2E acquisition journey.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Clearly communicate issues and feedback with team leaders and resolve in a timely manner.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Creative thinking and the ability to act as a ‘jack of all trades.’</li></ul><p><strong>The Team</strong></p><p>The Acquisition and Fiduciary Services team falls within the DC Innovations Product Area in Workplace Investing. The team focuses on driving scalable growth to Workplace Investing’s fiduciary products. Our role is to turn sales goals into achievable plans and processes that deliver outstanding growth year over year.</p>The base salary range for this position is $89,000-180,000 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>Product Management

Senior Manager, DC Innovation

<h3>Job Description:</h3><p><em><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></em></p><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.</li><li>Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li><li>In-depth knowledge of statistical and Machine Learning methods and approaches, a plus</li><li>Proficiency in Python or R, a plus</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients &amp; participants.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</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>

Senior Manager, Data Analytics & Insights

<h3>Job Description:</h3><p>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?</p><p>Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.</p><h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3><p>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.</p><h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3><p>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.</p>The base salary range for this position is $124,000 - $140,000 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><br>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>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><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales Support

VP, Regional Planning Consultant -Palo Alto/ Burlingame, CA

<h3>Job Description:</h3><p><strong>Chapter Leader, Customer Solutions - Lifetime Financial Help</strong></p><p><strong>The Role</strong></p><p>The Customer Solutions Chapter Leader position is a role that combines business and product strategy skills, knowledge of customers and financial products, and technology expertise, along with a passion for coaching and developing associates. This role, which will be aligned to the Lifetime Financial Help product area within the Strategy, Planning &amp; Advice Domain, will forge partnerships within and across chapters and product areas to deliver customer-centric solutions.</p><p>In our agile structure, this role will function both independently and as a manager of associates who are deployed to teams. The Chapter Leader hires and develops talent to deliver results by translating business objectives into actionable plans and solutions that deliver customer value. The Chapter Leader serves as a trusted business leader and consultant to Group Squad Leaders and Squad Leaders on cross product area business opportunities.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>The Expertise and Skills You Bring</h3><ul><li>Series 7 and 24 licensing to provide supervisory oversight of team is strongly preferred; willingness to obtain within 6 months of hire if not already licensed</li><li>8+ years in product management with experience across product development lifecycle – including business analysis and research, business process mapping, and the documentation of business requirements, user acceptance testing and product deployment</li><li>People leadership experience, with a consistent record in coaching, managing, agile, and analytical skills</li><li>Motivated by helping others succeed, experience leading and coaching teams, inspiring creativity and innovation, creating a culture of inclusion, experimentation, exploration, and continuous learning</li><li>Skilled at attracting, hiring, building and retaining a pool of diverse chapter members with the skills needed to deliver today and, in the future</li><li>Thrives connecting and influencing with all levels of the organization to drive change and favorable outcomes</li><li>Adept at developing a strong team that enables its members to work successfully, delivering value within the WI Delivery Model</li><li>Passionate about continuous learning with experience curating learning at scale to promote skill, career, and development growth for chapter members</li><li>Resourceful at navigating teams through organizational complexity in support of cross-domain and cross-product area work</li><li>Bachelor’s degree required</li></ul><h3>The Team</h3><p>The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 500 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing.</p><h3>Certifications:</h3><h3>Category:</h3>Product 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>

Chapter Leader, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the Director, Asset Management - Alts Investor Relations and Onboarding, you will play a significant role in shaping the strategy for managing alternative investment fund documents and facilitating investor agreements for private funds. This position provides excellent access to senior leadership and offers an opportunity to have a significant impact on our rapidly growing alternatives division.</p><p>You will be tasked with identifying, developing, and implementing scalable, repeatable processes to support private alternative investment fund operations. The role requires navigating our organization, fostering positive relationships with key collaborators, and expanding your professional network to solution for cross-division challenges. Additionally, you will need to swiftly grasp and simplify sophisticated business processes linked to new alternative investment products and communicate key concepts to a varied audience.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><p>With an outstanding work ethic, attention to detail, and dedication to excellence, you possess exceptional analytical, communication, conceptual thinking, and problem-solving abilities. Your qualifications include:</p><ul><li><p>7-10 years’ experience in financial services organizations</p></li><li><p>Expertise in implementing technology solutions as a subject matter authority</p></li><li><p>Proficiency in interpreting and working with fund legal documents, including Limited Partner Agreements, Private Placement Memorandums, and Side Letters</p></li><li><p>Prior experience collaborating with sales and account executives supporting institutional investors</p></li><li><p>Established experience in building a fund/investor term compliance monitoring system</p></li><li><p>Experience with contract processes from negotiation/initiation to document storage and term tracking</p></li><li><p>Ability to enhance visibility and clarity throughout the contract lifecycle</p></li><li><p>Demonstrated success in leading and optimizing operational processes across complementary teams</p></li><li><p>In-depth understanding of the asset management industry, with a strong grasp of alternative investments such as hedge funds, private equity, real assets, direct lending, and structured products</p></li><li><p>Effective collaboration abilities and the ability to persuade senior team members and collaborators</p></li><li><p>Adaptability and effectiveness in both leading and contributing to teams</p></li></ul><h3><strong>The Team</strong></h3><p>We are committed to encouraging a lasting culture of inclusion and belonging, attracting, developing, and retaining a diverse workforce. Our team is motivated to encourage innovation and deliver outstanding results. As part of the Fidelity Investments family, we take pride in our unwavering dedication to our clients and our collaborative approach to achieving shared goals. People are our greatest asset, and we nurture a culture of learning, growth, and mobility. Join us to be part of a team that values excellence and strives to make a meaningful difference.</p><p><strong>Note:</strong> Fidelity is not providing immigration sponsorship for this position.</p><h3><strong>Company Overview</strong></h3><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.</p><p>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>.</p><p>Fidelity’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. This hybrid role requires associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>The base salary range for this position is $110,000-222,000 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>Business Strategy

Director, Alts Investor Operations and Oversight

<h3>Job Description:</h3><p><strong>Senior Manager, Advisor Oversight – Alternative Investments</strong></p><p>Strategic Advisers’ Advisor Oversight Team partners closely with Fidelity’s investment management teams and key stakeholders to identify and mitigate risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures. The team is looking to add a Senior Manager to support the Alternative Investment component of the program. Alternative Investments include private equity, private credit, private real assets (real estate and infrastructure) and hedge funds. Reporting to the Vice President, Advisor Oversight – Alternative Investments the individual will be responsible for the following activities: </p><ul><li>Work with the team to support the development of a best-in-class Alternative Investment due diligence and oversight program covering all private assets classes, hedge fund strategies and structures.</li><li>Create Board and Committee material to support cross-functional program reporting and decision making for the Alternative Investment boards, committees and workgroups. <ul><li>Key partners include: Investment Management, Compliance, Legal, Risk, Treasurers Office, Product, and Operations.</li></ul></li><li>Participate in initial and ongoing operational due diligence and oversight for funds and programs investing in alternative investment and private asset strategies; and investment advisors managing alternatives products and funds</li><li>Evaluate control environments of potential investment advisors and managers.</li><li>Provide operational risk assessment of firms and products under consideration.</li><li>Seek to identify opportunities for improvements in program and processes through technology solutions and/or process efficiency gains</li></ul><ul><li>Team responsibilities include: <ul><li>Participate in initial operational due diligence with potential investment advisors and managers to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration.</li><li>Conduct ongoing monitoring activities to identify any material risks across the investment advisors and products, which include, but not limited to, coordination of the periodic questionnaire distribution and review across departments, oversight and assistance with collection and review of documents as needed</li><li>Prepare reports and presentations used to support board, senior management, committee and stakeholder meetings</li></ul></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>5+ years of working experience</li><li>Bachelor’s degree required</li><li>Operational Due Diligence experience at a bank, asset allocator, fund of funds, private fund or other investment platform is preferred</li><li>Your direct experience with Business Development Companies (BDC), Limited Partnerships, interval funds, tender offer funds and hedge fund structures across Alternative Investments and products is a plus</li><li>Background in investment accounting/audit, compliance, or risk management at a financial institution</li><li>Strong project management and relationship management skills</li><li>Excellent verbal, written, and interpersonal communication skills</li><li>Strong analytical skills with high attention to detail and accuracy, and strong organizational and problem-solving skills; ability to understand complex issues.</li><li>Your ability to own initiatives and issues and see them through to completion</li><li>Ability to simultaneously address multiple issues and quickly respond to shifts in priorities.</li><li>Experience working collaboratively with business, distribution, service providers, Risk, Legal, and Compliance teams</li><li>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>.</li><li>Ability to travel up to 25% of the time</li></ul><p><strong>The Team</strong></p><p>The Advisor Oversight Team partners closely with Fidelity’s investment management teams and key stakeholders to identify and manage risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures, including the growing Alternative Investment business. The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. The team is also responsible for the illiquid manager oversight program. The team interacts frequently with Fidelity portfolio management teams and product development groups as well as Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations.</p><p><strong>Note:</strong> Fidelity is not providing immigration sponsorship for this position.</p><p><strong>Company Overview </strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p>The base salary range for this position is $85,000-171,000 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>Investment Operations

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