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<h3>Service Model Design &amp; Transformation – Contingent Team Member</h3> Fidelity Wealth was established to bring us closer to our customers, tighten our focus on unique segments, and enable us to capitalize on new growth opportunities. The Wealth Distribution Service Model Design &amp; Transformation team’s role is to design, test, and implement solutions that deliver on our organization’s strategic initiatives and improve the client and associate experience. In this assignment, you will act as a member of a Design &amp; Transformation Team using scrum / agile, design thinking, process improvement methods to test solutions in the field. You will have the opportunity to drive outcomes that improve the associate and customer experience, go beyond your area of expertise, and build new skill sets while working in a challenging, fast-paced environment. <h3> The Expertise You Have</h3> <ul> <li>An understanding of financial services/wealth management industry preferred </li><li>Consulting, design thinking, transformation, and/or project management experience highly desired </li><li>Ability to gather, analyze, and synthesize data to generate insights and new solutions </li><li>Ability to design and create effective executive presentations including slide decks, infographics, and storytelling visuals </li><li>Creative thinker with strong execution capability </li><li>Ability to work as a member of a team, and to engage multiple stakeholders across a complex and highly matrixed organization, working across all levels of the organization, including senior leadership </li></ul> <h3> The Skills You Bring</h3> <ul> <li>Proven ability to collaborate in a fast-paced, complex business environment </li><li>Strong executive presence and effective communication skills </li><li>A passion and aptitude for gathering information and exploring possibilities </li><li>Experience working and interacting with individuals of all levels and disciplines </li><li>Organized, with a history of achieving goals </li><li>Strong data and analytical skills </li><li>You have a growth mindset, value learning from different perspectives, and have demonstrated the ability to break down barriers and assure team effectiveness </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Learning and incorporating Agile methodologies and events into daily work </li><li>Daily participation in Sprint activities, including; Customer/Associate based story building/sizing/completion, executing &amp; collecting experiment learnings, gathering input to inform go/no go decisions, retrospective reflection of how work is getting done </li><li>Defining outcomes with the Team Leader(s) and Team Members, one Sprint at a time </li><li>Building practical measurement plans to test and learn new solutions </li><li>Implementing solutions in the organization and facilitating change management </li><li>Regular engagement with our broader system of work to create understanding, generate new ideas and break down barriers to improving outcomes </li><li>Cross-training and supporting other Service Model Design &amp; Transformation Teams and Team Members as needed </li></ul> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Fidelity TalentSource

Program Manager

Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Covington, KY! The hourly pay rate range for this position is $22 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Role will start at 3 months, but is extendable based on performance and other factors Monday-Friday, available shift is from 8:00 AM - 6:30 PM ET (an 8-hour shift within that timeframe). The Role Do you enjoy problem solving and working in a fast-paced office environment? Join us in Inbound Operations where you will be part of a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests. You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. In this role, you will: <ul> <li>Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions. </li><li>Complete extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests. </li></ul> Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end-to-end process! The Expertise and Skills You Bring <ul> <li>High school diploma or equivalent </li><li>2 years of transaction processing experience within a professional, fast paced, corporate environment. </li><li>Work experience in a risk-controlled environment. </li><li>You have excellent communication skills </li><li>Your ability to work independently or on a team on specific tasks </li><li>Your high attention to detail </li><li>Your ability to work effectively with computer desktop applications </li><li>Your ability to effectively multi-task </li><li>You are flexible for business needs and highly adaptive to change </li><li>You have a positive demeanor and ‘can do’ approach to challenges </li><li>You possess the ability to learn and apply knowledge to make effective processing decisions </li></ul> The Team Inbound Specialized Processing provides indexing, document retrieval, correspondence processing and archiving services for multiple Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end to end operational efficiency strengthening Fidelity’s ability to provide a superior customer experience. The team provides transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, efficient and innovative service solutions through hardworking associates and processing expertise.

Transaction Processor

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Investment Consultant - Dayton, OH

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>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>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant - Cincinnati, OH

Job Title Extension Staff Assistant - Kenton County Requisition Number RE51272 Working Title Department Name 81C08: KCES Region Central Area 08 Work Location Covington, KY Grade Level 00 Salary Range Type of Position Staff Position Time Status Full-Time Required Education No set minimum requirements. Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience No set minimum requirements. Required License/Registration/Certification Driver’s License Required. Physical Requirements Lifting, pushing, pulling objects up to 50 pounds; sitting for long periods of time. Shift Monday-Friday (8:00 a.m. – 4:30 p.m.); occasional nights, weekends or holidays may be required Job Summary Job Title: Extension Staff Assistant – Kenton County Location: Covington, KY&nbsp; As an Extension Staff Assistant, you will be responsible for providing administrative support to the Extension office. General duties include office management, customer service, record keeping and newsletters, and program support while conducting yourself in a professional manner. Specific duties will include, but are not limited to, office receptionist, word processing, Quickbooks, filing, maintaining data bases &amp; mailing lists, developing and maintaining websites, designing newsletters, and providing support for county agents and program assistants. You will report to an Area Director and there will be a high level of interaction with the general public. State law may require a national and state criminal background check and a letter from the Cabinet for Health and Family Services stating the employee is clear to hire based on no findings of substantiated child abuse or neglect found through a background check of child abuse and neglect records as a condition of employment or involvement in this program. Salary Range: $18.00 – $20.00 Skills / Knowledge / Abilities Microsoft Office products including Word, Excel, Outlook, PowerPoint, Access, Publisher, Office 365, Teams, Skype for Business; Zoom; QuickBooks; organizational skills; and time management. Does this position have supervisory responsibilities? No Preferred Education/Experience Previous experience working in an administrative support role. Deadline to Apply 09/02/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Extension Staff Assistant - Kenton County

<h3>Job Description:</h3>The RoleThe Vice President, Testing &amp; Reporting Services (TRS), will lead a robust operations organization while overseeing multiple teams and managing a team of people leaders. TRS operations teams are dedicated to outstanding client service and operational excellence in support of annual compliance activities for Workplace Investing (WI) defined contribution plans. TRS supports the Strategic, Select, Large and Core markets and partners closely with Client Relationship Management and Client Service Managers and Administrators to help plan administrators comply with plan-year ERISA and DOL rules and regulations.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required; Advanced degree preferred</li><li>12+ years of relevant operations leadership experience</li><li>In-depth knowledge of the retirement plan industry</li><li>Demonstrated ability to lead in a large scale, multi-site production environment</li><li>Able to build and motivate effective, purposeful teams through coaching, empowering and mentoring skills</li><li>Excellent communications skills and proven ability to influence leaders at all levels</li><li>Outstanding strategic, analytical, conceptual thinking, and problem-solving capabilities that will advance the TRS service offering across people, process and platform.</li><li>Assume responsibility and accountability for the ownership of TRS year-end compliance operations</li><li>Monitor key performance indicators to identify and implement changes that can improve the customer experience and efficiency</li><li>Set clear goals and expectations and managing team performance to enable the team to accomplish organizational goals and maintain positive morale</li><li>Coach and develop managers and associates to their fullest potential, while empowering directs to make decisions</li><li>Think and work across Fidelity to influence and improve TRS operational performance</li><li>Develop and maintain key stakeholder, plan sponsor and business partner relationships to ensure we are working toward common goals</li></ul>The TeamTesting and Reporting Services (TRS) provides annual reporting and other services to more than 25,000 plan sponsors at Fidelity Investments. TRS’ services span several work streams: Plan Year End Summary (PYES), Form 5500, Employer Calculations &amp; Additional Testing (ECATs), Nondiscrimination Testing (NDT), and Customer Service. TRS produces more than 125,000 annual reporting campaigns which are provided electronically via our highly secure client portal – Plan Sponsor Webstation (PSW). This suite of reporting is the underpinning for our plan sponsor’s annual compliance related activity. Services we provide are provided to clients’ auditors and to governmental agencies such as the Department of Labor (DOL) or Internal Revenue Service (IRS). Our team manages Service Level Agreements and regulatory deadlines that must be met in order to avoid penalties and to maintain client satisfaction.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Testing & Reporting Services

Job Title Extension Staff Assistant - Kenton County Requisition Number RE51268 Working Title Department Name 81C08: KCES Region Central Area 08 Work Location Covington, KY Grade Level 00 Salary Range Type of Position Staff Position Time Status Full-Time Required Education No set minimum requirements. Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience No set minimum requirements. Required License/Registration/Certification Driver’s License Required. Physical Requirements Lifting, pushing, pulling objects up to 50 pounds; sitting for long periods of time. Shift Monday-Friday (8:00 a.m. – 4:30 p.m.); occasional nights, weekends or holidays may be required. Job Summary Job Title: Extension Staff Assistant – Kenton County Location: Covington, KY&nbsp; As an Extension Staff Assistant, you will be responsible for providing administrative support to the Extension office. General duties include office management, customer service, record keeping and newsletters, and program support while conducting yourself in a professional manner. Specific duties will include, but are not limited to, office receptionist, word processing, Quickbooks, filing, maintaining data bases &amp; mailing lists, developing and maintaining websites, designing newsletters, and providing support for county agents and program assistants. You will report to an Area Director and there will be a high level of interaction with the general public. State law may require a national and state criminal background check and a letter from the Cabinet for Health and Family Services stating the employee is clear to hire based on no findings of substantiated child abuse or neglect found through a background check of child abuse and neglect records as a condition of employment or involvement in this program. Salary Range: $18.00 – $20.00 Skills / Knowledge / Abilities Microsoft Office products including Word, Excel, Outlook, PowerPoint, Access, Publisher, Office 365, Teams, Skype for Business; Zoom; QuickBooks; organizational skills; and time management. Does this position have supervisory responsibilities? No Preferred Education/Experience Previous experience working in an administrative support role. Deadline to Apply 09/01/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

<h4>Our Culture</h4>EDP is a rapidly growing company — with deep experience in retail and commercial propane sales, operations and finance. We provide safe, reliable propane service to residential, commercial, industrial, and agricultural customers from Connecticut to California.We service more than&nbsp;200,000&nbsp;customers in&nbsp;24&nbsp;states, with a presence in rural America as well as in major metropolitan areas. We have become a significant player in the propane industry, recognized in 2022, 2023 and 2024 as one of the Top Ten Propane Marketers by&nbsp;LP Gas Magazine. Since our inception in 2012, EDP has helped more than 44 owners of well-run propane businesses transition to their own “next chapter” while benefiting everyone involved.Responsibilities:<ul><li>Loads, secures, transport, delivers, and unloads products to and from specified destinations</li><li>&nbsp;Provides exceptional customer service</li><li>&nbsp;Participates and promotes growth incentives</li><li>&nbsp;Perform daily inspections (DDVIR) of the truck, maintaining it in excellent working condition.</li><li>&nbsp;Must be willing to be a significant member of the service team</li><li>&nbsp;Inspects vehicle and notifies supervisor of needed equipment, supplies, or routine maintenance</li><li>&nbsp;Maintains compliance with all federal, state, DOT and company safety requirements</li><li>This role includes on-call responsibilities, as the needs of the company require that you work past your regular departure time or otherwise outside of your regular work hours</li></ul>Minimum Education:<ul><li>High school diploma, GED or equivalent training and experience.</li></ul>Minimum Work Experience:<ul><li>Previous truck driving experience preferred</li><li>Basic understanding of computer concepts and usage</li><li>Physically able to lift 75 pounds and pull objects up to 125 pounds in all weather conditions</li><li>Must possess a current and valid driver license with a driving record that meets the insurability guidelines set forth by the company’s insurance carrier.</li></ul>Required Licenses, Certifications, Registrations:<ul><li>Class A or B CDL, Hazmat and Tanker Endorsement</li></ul> <h4>We Offer Amazing Benefits!</h4>In addition to competitive wages, we are proud to offer a comprehensive benefits package to help support the physical and financial health of our employees and their families.Our benefits program allows you to customize your coverage, to select the best plans to meet your family’s needs while taking advantage of tax savings. Eligible employees have the option to enroll in any of the following options with many of them offering pre-tax premium deductions to lower your taxable income, thereby reducing your income taxes.<ul><li>Medical Insurance – multiple options to choose from</li><li>Dental Insurance</li><li>Voluntary Vision Insurance</li><li>Health Savings Account</li><li>Flexible Spending Account</li><li>Confidential Employee Assistance Program (EAP)</li><li>Voluntary Supplemental Life and AD&amp;D Insurance</li><li>Voluntary Short-Term Disability</li><li>401(K) with Company Match</li><li>Tuition Reimbursement</li><li>Propane discount</li></ul>As part of your comprehensive compensation package, we provide eligible employees with the following benefits at no cost:<ul><li>Paid Holidays &amp; Time Off</li><li>$50,000 Basic Life/AD&amp;D benefit</li><li>Long Term Disability</li></ul>Equal Opportunity Employer Minorities/Women/Protected Veterans/DisabledThis job posting does not state or imply that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by their leader.

Delivery Driver

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

Associate Client Services Manager

<h3>Job Description:</h3>VP Pre-Approved Document ConsultingThe RoleIn this role you will lead a team of Fidelity Investment’s Pre-Approved Document Consultant Leaders. The Pre-approved Document Consulting teams provide Legal Retirement Plan Document Support for our clients using Fidelity’s IRS Pre-approved Document Program. The team owns the negotiation and facilitation of our Defined Contribution Contract and Plan Documents with our Defined Contribution plan sponsors.<ul><li>Leading responsibility for 7-10 associates, including director level team leaders and associates</li><li>Serve as the face of Fidelity in negotiations with clients facilitating Contracts and plan document amendments</li><li>Build cross-company relationships and work closely with a team of professionals to deliver outstanding service to our business</li><li>Keep actively informed, and be a trusted advisor, on regulatory changes that impact Fidelity's provision of Defined compensation services related to the pre-approved program and our business partners</li></ul>The Expertise and Skills You Bring<ul><li>Minimum of 10+ years of shown experience, preferably including Defined contribution Plan, ERISA, compliance/legal experience</li><li>Strong contract drafting, review and negotiations skills</li><li>Leading Responsibility of compliance, risk, contracts Legal, or Client facing teams.</li><li>Keen knowledge of U.S. securities laws, rules and regulations, and data privacy laws</li><li>High level interpersonal and diplomacy skills</li><li>Stellar ability to simplify complicated issues and build consensus among opposing interests</li><li>Effective speaking, writing and presentation skills</li><li>Law firm or equivalent experience preferred</li><li>Requires a four (4) year college degree, MBA/JD strongly preferred</li><li>Ability to travel 25% of the time</li></ul>The TeamWe are an organization of professionals who lead the contractual, risk and business framework for client service agreements with our Pre-approved DC Plan Services clients. We are client-facing associates who collaborate with internal business partners, and negotiate with external partners, in all phases of the contracting process. We strive to build strong client relationships for one of the fastest growth areas of Fidelity.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

85 Full Time Jobs in Mason, OH, USA