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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

<h3>Job Description:</h3><p><strong>Job Title: </strong>Director, Asset Management Treasurers Office -Service Provider Oversight</p><h3>The Role:</h3><p>As a Director of Service Provider Oversight in Asset Management’s Treasurers Office, you will be responsible for supporting the oversight program related to the Fidelity Funds’ Derivative Operations. You will interact directly with FFIO (Fidelity Fund and Investment Operations) to evaluate their operations and system capabilities for all types of derivative instruments in order to ensure compliance with Fund policies, and will craft, develop, and implement processes for monitoring operational efficiency. In this role, you will also evaluate new derivative instruments and work with various groups across Fidelity to ensure appropriate policies, controls and disclosures are in place, prior to initial investment. Finally, the Director may participate in other departmental initiatives as determined by the Vice President Service Provider Oversight.</p><p>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>.</p><h3>The Expertise and Skills You Bring:</h3><ul><li>A minimum of 9 years industry or equivalent experience</li><li>4+ years mutual fund operations experience with a focus on derivative operations</li><li>Experience with alternative investment products, including liquid alternatives, a plus</li></ul><ul><li>Ability to influence business partners and build strong relationships with Senior Leaders</li><li>Excellent verbal, written and formal presentations communication skills</li><li>Possess strong research and analytical skills</li><li>Ability to apply sound judgment to spot issues, assess risks, and identify items requiring escalation</li><li>Possess excellent organizational skills</li><li>Ability to make and effectively communicate decisions</li><li>Unwavering dedication to accuracy, quality, and completion of tasks</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p>The Team:</p><p>The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Director, Asset Management Treasurers Office -Service Provider Oversight

<h3>Job Description:</h3><p><strong>Principal Quant Developer</strong></p><p><strong>The Role</strong></p><p>The Quantitative Research &amp; Investing Technology (QRIT) team within Fidelity’s Asset Management Technology group is seeking a highly motivated and curious Principal Quantitative Developer. In this role you will contribute to a dynamic and fast-paced development team supporting researchers in prototyping and delivering new systematic investment strategies. You will provide high impact solutions on various projects including alpha research, portfolio construction, and risk management. Your technology knowledge covers a broad spectrum of technologies, including R, Python, and PL/SQL databases, positioning you as a full-stack software engineer who capitalizes on enterprise technology. You are committed to constructing high-quality, scalable, robust, resilient and efficient analytical and software solutions that propel investment processes forward.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>A Bachelor’s degree in Computer Science, Financial Engineering, Information Technology, Information Systems, Mathematics, Physics, Statistics, Engineering, or a closely related field and six (6) years of experience as a Senior Quant Developer or similar role. </li><li>Alternatively, a Master’s degree (or equivalent foreign education) in the same fields, accompanied by four (4) years of experience as a Lead Quantitative Development or similar role.</li><li>This experience should include building high-quality, robust, and efficient systems and solutions for financial investment decisions, utilizing R, Python, PL/SQL databases, and quantitative techniques.</li><li>Expert in Python with experience across the development stack (full stack)</li><li>Demonstrated knowledge of mathematics, statistics, and quantitative finance</li><li>Exposure to object-oriented programming (OOP) and design patterns</li><li>Experience in at least one unit testing framework and understanding of test-driven development (TDD) concepts and methodologies</li><li>Skilled in a range of database technologies: SQL (Oracle &amp; Snowflake), NoSQL, Graph</li><li>Skilled in Batch and API technologies: such as batch scheduling (using Autosys and Airflow) and create REST APIs (using FAST API and Flask) leveraging AWS resources including Lambda, S3, EKS and EC2.</li><li>Experience implementing CI/CD and DevOps best practices. Perform Continuous Integration (CI) and Continuous Deployment (CD) pipelines (using Linux and Jenkins), code versioning using GitHub.</li><li>Analyze and design systems to implement quantitative models for systematic financial investments using R and Python. This includes developing time series forecasting models, multi-asset class portfolio construction strategies, risk management tools, alpha research, and simulation-based algorithms to build investment strategies.</li><li>A creative problem solver and a curiosity fueled by keeping up with advanced methodologies and industry trends, especially in the finance community</li><li>Domain knowledge in either equities, fixed income or alternative asset classes</li><li>Deep understanding of quantitative techniques and methods, statistics and econometrics – including probability, linear regression and time series data analysis</li><li>Thoughtfully apply advanced analytics and quantitative concepts to support investment needs and develop new solutions.</li><li>Lead the implementation of a research project through the entire software development lifecycle using a full-stack implementation.</li><li>Strong presentation and communication skills, with a knack for engaging with quant researchers and investment professionals</li><li>Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace.</li><li>Progress towards CFA (or equivalent) a plus</li></ul><p><strong>The Team</strong></p><p>The Quant Development team is part of Asset Management’s Quantitative Research &amp; Investment Technology group. We partner with Asset Management’s Advance Strategies and Research team on cutting edge projects including systematic investment strategies, portfolio construction, risk management, alpha research, and GenAI. We build high quality, robust, and highly-scalable solutions that are used to improve Asset Management’s efficiency and decision-making processes.</p>The base salary range for this position is $107,000-216,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Principal Quant Developer

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Systems Analyst on the Fidelity Insurance Agency (FIA) Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome.</p><p>In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN data.</p><p><strong>The Expertise You Have:</strong></p><ul><li><p>8+ years professional experience as a Systems Analyst for software solutions</p></li><li><p>Proven experience researching, optimizing, developing and authoring solution requirements, user stories, and specifications for moderate to complex software systems</p></li><li><p>Proven experience with Structured Query Language (SQL) and programming in general</p></li><li><p>Strong understanding and experience with complex relational database schemas and SQL management tools</p></li><li><p>Proven experience working with REST, SOAP, JSON and APIs</p></li><li><p>Proven experience with Agile development methodologies</p></li><li><p>Deep knowledge of scrum tools – Jira experience desirable</p></li><li><p>Excellent analytical skills</p></li><li><p>Good knowledge of Behavior Driven Development – Gherkin/Cucumber</p></li><li><p>Release coordination</p></li><li><p>Be able to articulate complex system interactions through diagrams and crisp documentation to a wide spectrum of audiences</p></li><li><p>Ability to understand the technical aspects of the software, including understanding of code to be able to understand the business logic, understand technical architecture</p></li><li><p>Produce artifacts – business flow diagrams</p></li><li><p>Have good understanding of solution architecture and partner with Architects, Business Analysts and tech leads</p></li><li><p>Have end to end knowledge of system interactions and be able to articulate well to different audiences both technical and non-technical</p></li><li><p>Prod incidents analysis – Splunk queries, build dashboards/alerts</p></li><li><p>Bachelor’s Degree Computer Science or related technology discipline</p></li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.</p><p>The Company</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><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Principal Systems Analyst (Java, SQL, REST APIs)

<h3>Job Description:</h3><p><strong>Senior/Director, Client Service Manager</strong></p><p><strong>The Role</strong></p><p>You will be the primary Fidelity client service contact for Defined Contribution (e.g., Qualified, Non-Qualified) and Workplace Benefits for some of Fidelity’s largest institutional clients. As the main contact, you collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients. The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity’s offering. You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.</p><p><strong>The Team</strong></p><p>The Strategic Market CSM organization provides record keeping to more than 330 clients representing more than $1.5 trillion assets under administration and 11 million participants. Our clients view us as a trusted partner who demonstrates expertise in client services, specializes in workplace benefits and uses the power of Fidelity’s community to generate greater well-being for strategic market clients.</p><p><strong>The Expertise You Bring</strong></p><ul><li>8-12+ years of experience within the financial service industry with client facing expertise</li><li>Demonstrated understanding and experience with Workplace Benefits plan administration (e.g., Defined Contribution, Non-Qualified, Heath Savings Account, Student Debt, Goal Booster with Payroll and Workplace Giving)</li><li>Bachelor’s degree or equivalent work experience</li><li>FINRA licenses permitted but not required</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Strong leader with ability to influence and navigate within a highly complicated, matrixed environment</li><li>Demonstrated ability to deliver against challenging goals and objectives</li><li>Excel in providing proactive consultation to external clients and internal partners</li><li>Possess the ability to build relationships with individuals at all levels of the organization</li><li>Strong, strategic problem solver and storyteller who can measure the effectiveness of solutions and communicate the value to business partners and clients</li><li>Proven track record to provide solutions to complicated issues; a naturally creative problem solver who can work with colleagues and business partners in new and different ways to deliver results</li><li>Balance and prioritize multiple, concurrent objectives while meeting or exceeding targets</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Handle day-to-day record keeping for a defined set of strategic market clients, representing $10-$20 billion record keeping assets</li><li>Generate new points of view, champion bold ideas, and collaborate with more than 25 Workplace Investing and Fidelity functional business partners to define innovative solutions and implement scalable practices</li><li>Possess and convey experienced knowledge of workplace products, plan sponsor plan provisions and governing body regulations</li><li>Identify, surface, and effectively lead resolution of service issues (e.g., plan design, participant, risk/compliance) with appropriate business partners</li><li>Understand client service requests and coordinate with internal business partners to effectively scope effort and cost, allocate appropriate resources, define project plan, and deliver against agreed upon timeline</li><li>Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience</li></ul><p><strong>Salary Grade</strong></p><ul><li>Senior, CSM – grade 6 or Director, CSM – grade 7 based on skills and work experience</li></ul><p><strong>Travel</strong></p><ul><li>Required – between 10% -15% of the time annually</li></ul><p>This is a hybrid role</p><h3>Certifications:</h3><h3>Category:</h3>Client Service Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior/Director, Client Service Manager

<h3>Job Description:</h3><h3><strong>Sr. Abandoned Property Analyst</strong></h3><p><strong>The Role</strong></p><h3>The objective of this role is to facilitate reconciliation, file reports and remittance of property to the states for those customers that are lost.</h3><h3><em>- Conduct search efforts for lost customers</em></h3><ul><li>Maintain documentation of all search efforts according to standardized procedures</li><li>Coordinate the reissue of checks and the transfer of shares based on customer responses</li><li> Respond to inquiries received by various state and regulatory agencies and maintain state correspondence database.</li></ul><h3><em>- Reconcile state accounts</em></h3><ul><li>Prepare reconciliation spreadsheets for each state</li><li>Reconcile state accounts and produce reporting records as necessary for each state.</li><li>Validate the reconciliation for each state</li></ul><h3><em>- Remit property to states</em></h3><ul><li>Communicate with state administrators or their agents to obtain delivery instructions for securities and mutual fund shares</li><li>Coordinate delivery of property, in accordance with state instructions, with other Fidelity Business units</li></ul><p><strong><em>- Process reclaims for customers who are located after having been reported to a state</em></strong></p><ul><li>Respond to inquiries from customers who were reported in prior years</li><li>Work with state unclaimed property departments to facilitate reclaims regarding prior years’ filings</li><li>Calculate historical dividend distributions, if applicable</li><li>Coordinate account transfers between state accounts and customer accounts upon direction from the state</li></ul><h3><em>- Respond to state requests</em></h3><ul><li>Provide information on reported property</li><li>Coordinate requests for redemptions and securities deliveries</li></ul><h3><em>- Projects</em></h3><ul><li>Work on various technical and non-technical projects such as assist in gathering requirement</li><li>Pull ad hoc reports as requested by business partners</li><li>Maintain policy and procedures</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Intermediate level of Microsoft Office suite (Excel, PowerPoint, Word) skills required; advanced skills preferred.</li><li>Attention to detail and accuracy</li><li>Basic math skills</li><li>Computer proficiency, knowledge of, or ability to learn, internal Fidelity programs (XTRAC, AWD, Service Center Desktop, FBSI, IRF, CDV, etc.)</li><li>Knowledge of brokerage/OSG and WI operations is preferred</li><li>A bachelor’s degree is required.</li><li>3-5 years’ work experience in the brokerage, mutual fund or financial services industry is required.</li></ul><h3><strong>Fidelity is not providing immigration sponsorship for this position</strong></h3><h3><strong>The Team</strong></h3><h3>How Your Work <strong>Impacts</strong> the Organization - The Abandoned Property Team is responsible for filing annual reports to each state of property that meets state law criteria to be considered unclaimed or abandoned, and for delivering that property to the state in a timely manner. The team also reconciles in-house accounts that are maintained for each state.</h3><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

Sr. Abandoned Property Analyst

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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>Customer Service

Financial Representative - Pasadena, CA

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a Strategic Advisor Technology Principal, Engineering Manager, you blend strong Software Engineering knowledge with a passion for coaching, mentoring, and developing associates. You are committed to improving the value delivered to our customers by collaborating with other leaders to establish standards for your chapter, influencing strategic decisions and building high quality software solutions. You are intellectually curious and are committed to developing your own expertise and empowering others by bringing the latest thinking to your role. In this role, you will directly manage a team of chapter members who work in autonomous squads within the Shared Services Product Area.</p><ul><li><p>Supporting, coaching, and mentoring chapter members to help them reach their full potential, identify learning and growth opportunities, and build successful careers</p></li><li><p>Driving a focus within the Chapter on leveraging Software Craftsmanship principles to continuously improve our quality and engineering standards</p></li><li><p>Proactively partnering with Chapter Area, Product Area, Center of Excellence, and Squad Leaders to:</p></li><li><p>influence strategic backlog and prioritization decisions</p></li><li><p>measure performance through established objectives and KPI’s</p></li><li><p>'align chapter members across squads and product areas to ensure the best utilization of talent</p></li><li><p>build learning opportunities and learning day content to develop associate skills</p></li><li><p>ensure the work performed is aligned with established road maps</p></li><li><p>remove impediments to delivering value</p></li><li><p>Actively sharing insights, knowledge, industry practices and developments within the Chapter and across the broader organization</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree in Computer Science or related field</p></li><li><p>Significant experience building various components of scalable enterprise applications</p></li><li><p>Experience leading, coaching, mentoring, and developing people and teams in an agile organization</p></li><li><p>Experience identifying and acquiring talent across large organizations</p></li><li><p>Excellent interpersonal and communication skills with which to build and maintain strong cross-functional relationships at all levels of the organization</p></li><li><p>Decision making experience using a data-focused approach in day-to-day leadership situations and strategic tradeoff analyses</p></li><li><p>Front-end web development using responsive frameworks like Angular</p></li><li><p>Middle-tier service development with strong API design skills</p></li><li><p>Familiarity with running software on Cloud Service Providers like Amazon Web Services</p></li><li><p>Experience with relational database development is a plus (Oracle preferred)</p></li><li><p>Financial services experience is preferred</p></li></ul><p><strong>The Team </strong></p><p>You will work in partnership with other leaders aligned to Strategic Advisor Technology group and the broader Technology domain within Asset Management. You will be part of the Engineering team that develops software applications to support Fidelity’s Managed Accounts teams. By demonstrating and promoting Fidelity’s Leadership Principles and agile leadership behaviors, you will have an opportunity to drive and sustain our innovative, collaborative team culture. The team you will be working with is highly engaged and passionate about solving problems faced by our Strategic Advisor. We are committed to evolving our agile software development process and incorporating the newest technologies and practices. We are moving towards continuous delivery using modern technologies like Angular, Java, PLSQL, NodeJS, Redux, Ionic, responsive CSS frameworks, AWS, and others.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Principal, Engineering Manager- SAT

<h3>Job Description:</h3><p><strong>Team Lead, Advisor Experience</strong></p><p>Are you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><ul><li><strong>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (<em>Flexible start and end times during training period as needed by team are requested</em>)</strong></li></ul><p><strong>The Role</strong></p><p>The Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.</p><p><strong>Company Overview </strong></p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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.</p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Team Lead, Advisor Experience

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Fund and Investment Operations (FFIO) seeks a highly experienced and motivated strategy and planning professional for the role of VP, Business Strategy. This role is a highly collaborative position which requires regular active engagement with the Head of Fidelity Fund and Investment Operations, the FFIO senior team, and other senior leaders throughout the firm. Providing thought leadership on strategic and operating goals, stability and resilience and identifying implications for business goals and objectives.</p><p><strong>The Expertise and Skills You Bring</strong><br>An advanced degree, (MBA or Bachelor’s degree with 12+ years of consulting or strategy experience), and professional accreditation is preferred. We are looking for expertise in strategy, development, portfolio planning, consulting, business enablement and engagement. Outstanding communication, story-telling ability, conceptual thinking, and problem-solving capabilities. Strong leadership skills with proven ability to motivate and achieve results through others including direct and indirect reports and business partners. Proven ability to translate strategy into action that drives clear and measurable outcomes.</p><ul><li>Proven ability to provide structure, coordination, and Chief of Staff support to ensure FFIO Senior Team engagement on relevant topics internal and external to FFIO and Fidelity Brokerage Operations &amp; Technology (FBOT).</li><li>Create, facilitate, and lead preparation of Executive, Board, and Operating Committee analyses and presentations.</li><li>Provide consulting and limited execution support on strategic programs that span multiple functions across FFIO.</li><li>Provide oversight leadership and expertise to allow FFIO to effectively and efficiently understand and manage risk, legal and regulatory duties through broad program management.</li><li>Familiarity with Fidelity’s strategic planning cycles and methodologies preferred </li></ul><p>As the VP, Business Strategy you will also be expected to facilitate the consolidation and delivery of the overall strategy for the FFIO business, manifested in a multi-year plan and supporting materials, which will include:</p><ul><li>Articulation of our top priorities and the bodies of work that will align to those priorities, along with their respective statuses and impact.</li><li>Development and maintenance of leadership scorecards that align tightly to the strategy plan.</li><li>In partnership with Finance, the budget creation that can deliver success against strategic priorities while meeting financial constraints.</li></ul><ul><li>Facilitate and support the FFIO’s leadership team’s discussion of strategic and financial priorities; coordinate the timely execution of strategy and planning deliverables across operational teams </li></ul><ul><li>Participate in and support the development of the FFIO strategy and transform the organization’s strategies, goals, and vision into execution and measurements. </li><li>Partner with Technology and Finance to lead efforts to develop business cases, which will secure approval and funding of new &amp; prospective cross FFIO initiatives. </li><li>Build and deliver updates on the financial and strategic performance of the FFIO business within FBOT and across the rest of the firm.</li><li>Partner with Technology and Finance on a variety of regular and ad-hoc financial and strategic processes to drive decision making, enable visibility and ensure tighter alignment with enterprise goals.</li><li>Team with FFIO and FBOT communications to support communications from the Head of Fidelity Fund and Investment Operations and the Head of Fund and Brokerage Operations &amp; Technology.</li><li>Develop new ideas and concepts to provoke dialog and challenge the thinking behind our strategy and plan.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p>The Team </p><p>Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services. We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms with innovative investment and technology solutions to grow their businesses. </p><p>Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you. </p><p>Fidelity Fund &amp; Investment Operations (FFIO) is a division of Fidelity Investments, which provides investment management support services to Fidelity businesses and mutual fund shareholders. FFIO provides a wide range of asset servicing functions including proxy research, information and data services, pricing, cash management, accounting, integrated solutions, relationship management, and global product services. </p>The base salary range for this position is $130,000-264,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy

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