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<p><b>Job Description and Requirements</b></p><p>The <b>Vice President of Enterprise Fraud Management</b> role demands a visionary and results-oriented individual with deep expertise in fraud risk management, data analytics, and the ability to inspire and motivate a high-performing team. Lead RBFCU's comprehensive fraud defense strategy, overseeing all aspects of prevention, detection, investigation, and loss mitigation. &nbsp;Drive a culture of proactive risk management and champion the use of data analytics and cutting-edge technology to safeguard member assets, minimize financial loss, and protect the credit union's reputation.</p><p>This position is for our <b>ASC location</b>, (main campus) located at:  <b>1 Ikea-RBFCU Pkwy, Live Oak, TX 78233</b></p><p><b>Essential Functions and Responsibilities:</b></p><ul><li>Shape RBFCU's enterprise-wide fraud prevention strategy, setting the vision and direction for a comprehensive risk management program.</li><li>Provide executive oversight of all fraud-related activities, including account takeover, identity theft, card fraud, and internal fraud. &nbsp;</li><li>Ensure timely and accurate reporting to senior management and the Board of Directors.</li><li>Chair RBFCU Fraud Committee, producing performance reporting for executives and coordinate actions and mitigation plans.</li><li>Leverage advanced analytics and fraud intelligence to identify emerging threats, measure performance, and optimize prevention strategies. &nbsp;Translate data insights into actionable plans to anticipate and mitigate fraud risk.</li><li>Foster strong partnerships across the organization, collaborating with IT, Operations, Marketing, and other departments to embed fraud prevention into business processes and product development.</li><li>Maintain a deep understanding of regulatory requirements and industry best practices, ensuring RBFCU remains at the forefront of fraud prevention and compliance.</li><li>Manage budgetary and resource allocation for the department.</li><li>Establish clear performance metrics, conduct regular reviews, and drive continuous improvement in fraud prevention processes and controls.</li><li>Champion change and lead the implementation of new technologies, strategies, and initiatives to enhance RBFCU's fraud prevention capabilities.</li><li>Represent RBFCU in industry forums and regulatory engagements to promote best practices and thought leadership in fraud management.</li></ul><p><b>Requirements:</b></p><ul><li>Bachelors degree or minimum of five years previous job related work experience in lieu of Bachelors degree</li><li>Minimum of five years previous job related Financial Institution experience</li><li>Minimum of five years previous job related supervisory/management experience</li><li><b>Must be able/willing to commute to the work location at: </b><b>1 Ikea-RBFCU Pkwy, Live Oak, TX 78233, hybrid schedule</b></li><li>Some travel required</li><li>Type and 10-key by touch. Proficient in utilizing PC, software, and other office equipment</li><li>Excellent interpersonal, organizational, communication, leadership and time management skills&nbsp;</li><li>Requires teamwork and dedication to build strong relationships with coworkers and to interact with all levels of the organization</li><li>Must have strong analytical insight and be able to problem solve and work independently&nbsp; &nbsp;</li><li>Accumulate required education and/or professional experience needed to become a Certified Fraud Examiner (CFE)</li></ul><p><i><b>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status</b></i></p>

RBFCU

Vice President - Enterprise Fraud Management

<strong>Take your career further with McLane!  </strong><br><br>McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. <br><br>The Operations Director provides leadership and guidance for DC operational functions such as Transportation, Warehousing, facilities management, building layout, racking and systems, inventory management, and quality assurance. They plan, organize, manage, and support the projects and activities required for the DC with the training, tools, facilities and equipment necessary to support growth, QA compliance and continuous improvement towards productivity and service levels. <br><br><strong>Benefits you can count on: </strong><br><ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a Director of Operations II: </strong><br><ul><li>Participate in the development of overall business planning and supply chain planning strategies and develop explicit goals and strategies closely linked to the overall business planning and supply chain process.  </li><li>Coordinate with Corporate Operations Support staff on strategies to improve service levels and Key Performance Indicators (KPIs).  </li><li>Provide leadership for the Transportation and Warehouse departments.  </li><li>Communicate the status of activities and results on an ongoing basis. Ensure all affected location and functional interests are represented and addressed; develop/recommend alterations to procedures and best practices where warranted.  </li><li>Understand, articulate, and execute all QA criterion set forth in supply chain processes.  </li><li>This position has additional duties. Special projects may be assigned at the position supervisor's discretion. </li></ul><br><strong>Qualifications you'll bring as a Director of Operations II: </strong><br><ul><li>3+ Have a bachelor's degree in Logistics, Business, Accounting, or a related field. </li><li>Have at least 5 years of experience in all facets of the foodservice distribution Industry, preferably in the QSR sector.  </li><li>Accounting, planning, and analytical experience is required.  </li><li>Preferred experience with AS/400 systems, JDE, EXCEL, Microsoft Word, and Access programs; XATA, PeopleNet or similar programs.  </li><li>Have a detailed understanding of financial statements and resulting cost implications.  </li><li>Be able to identify financial issues and provide cost effective solutions.  </li><li>Be able to use IT systems to generate and evaluate key performance data. </li><li>Have experience with multi-shift, 6- to 7-day operations.  </li><li>Have management experience with large DC and driver workforces (200+).  </li><li>Ability to cultivate and manage relationships with customers (100+, comprising 1,000-2,000 stores) and maintain high visibility with major customers, co-ops, and corporate customers. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Director of Operations

Join our team dedicated to crafting delightful desserts! We're seeking dessert enthusiasts to uphold the standards of our Bakery operations, cultivate a proficient team of associates, and ensure impeccable execution of departmental functions. Collaborating closely with the Bakery Manager, you will contribute to creating an exceptional customer experience and bolstering the success and sustainability of our department, while assuming accountability and making impactful decisions. In this role, your responsibilities will include : <br><br><ul><li> Collaborating with the Bakery Manager to facilitate smooth and efficient operations. </li><li> Managing inventory by ordering, displaying, and maintaining bakery items. </li><li> Assisting in training, developing, and motivating Associates to foster a cohesive and high-performing team. </li><li> Upholding cleanliness and sanitation standards, adhering to proper food-handling protocols. </li><li> Providing friendly and exceptional service to all customers.   </li></ul><br><br><strong>Qualifications for Success:</strong> <br><ul><li> 1+ years of experience in a leadership capacity, preferably in a managerial role, showcasing your ability to inspire and guide others effectively   </li><li> Hold a high school diploma or equivalent qualification   </li><li> Possess business acumen and excellent time management skills.   </li><li> Demonstrate a thorough understanding of and commitment to food safety practices.   </li><li> Ability to work in varied temperature-controlled environments, including refrigerators and freezers.   </li><li> Strong attention to detail, business acumen, self-motivation, and the capability to work independently.   </li><li> Flexibility to accommodate a varied schedule, including nights and weekends, to support operational needs.   </li></ul><br> <strong>Physical Requirements:</strong> <br><ul><li> Ability to lift up to 50 lbs occasionally </li><li> Ability to push and pull up to 90 lbs of force occasionally  </li><li> Occasional: Sitting and climbing; frequent standing, walking, bending, kneeling, stooping, squatting, and handling </li><li> Frequent: Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel    </li><li> Constant - Stand, handling, &amp; forward reach   </li></ul><br> <strong>Why Dierbergs is Different:</strong> <br><ul><li> Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family. </li><li> No late-night shifts - most Bakery Departments close at 7pm</li><li> You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community.    </li><li> As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success. </li><li> With a clear path for advancement, you will have the opportunity to progress to a Department Manager or store management role   </li></ul><br> <strong>What's in it for you?</strong> <br><ul><li> <strong>Health and retirement benefits</strong>, including medical, dental, vision, 401(k) and pension plans Paid time off provided, including vacation and personal days </li><li> <strong>Weekly pay</strong> </li><li> <strong>Work-life balance </strong>with flexible scheduling </li><li> <strong>Growth opportunities </strong>to support career advancement </li><li> <strong>Associate-only savings, free products, bonus points, sweepstakes,</strong> and more - being a part of our team has its perks with Dierbergs Rewards </li><li> <strong>Associate Perks Program</strong> in partnership with Working Advantage </li><li> <strong>Discounts at Starbucks kiosks</strong> within select locations </li></ul><br> At Dierbergs, we value individuals who embody our core BEhaviors: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! <br><br> This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

Dierbergs Markets Inc

Bakery Manager Trainee

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Senior Vice President, Business Development you will focus on selling Fidelity’s solutions and products to defined benefit plans, non-Fidelity record kept defined contribution plans, balance sheet assets and other institutional solutions to mid-market clients, defined as having retirement assets under $1.4B. This role will also work with public plans under $500M in retirement assets. As a key member of the professional staff, this individual will develop and implement a coherent, regionally focused business development plan and will be charged with raising significant amounts of new investment assets from institutional clients. Fidelity Institutional is dedicated to the institutional marketplace. This organization is a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income, global asset allocation and alternatives.</p><p><strong>Location: In Southeast Territory</strong></p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required, MBA desired.</p></li><li><p>CFA strongly desired.</p></li><li><p>Series 7 and 63 (or equivalent)</p></li><li><p>Strong knowledge of U.S. and international capital markets, as well as Fidelity domestic and international investment subject areas in the equity and fixed income products areas.</p></li><li><p>Defined benefit experience. Familiarity with LDI and risk management solutions.</p></li><li><p>Experience selling target date solutions</p></li><li><p>Experience selling alternative investments</p></li><li><p>Proven success covering Institutions is strongly preferred.</p></li><li><p>15 plus years or greater experience in the financial and investment management industry, with a history of successfully leading multiple client relationships for a portion of that time. Asset management client relationship experience preferred.</p></li><li><p>Proven ability to build and execute. At least ten years of institutional sales/distribution experience working with institutional clients and their consultants.</p></li><li><p>Proficient and successful in selling multi-asset class investment solutions</p></li><li><p>Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products).</p></li><li><p>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.</p></li><li><p>Strong consultative, relationship-based selling skills.</p></li><li><p>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.</p></li><li><p>Outstanding collaboration skills, ability to work appropriately with portfolio managers, trading, research and fellow sales and consultant relations professionals to position and sell the full range of investment solutions for institutional clients.</p></li><li><p>Proven ability to work across a complex organizational culture</p></li><li><p>Self-motivated, driven individual who will find value-added ways to engage with CFO/Treasurers</p></li><li><p>In conjunction with the Workplace investing relationship lead, expand new defined benefit business opportunities within the prospect base</p></li><li><p>Excellent communication skills working with various groups within the Fidelity organization</p></li><li><p>Identify new institutional client prospects, speaking engagements at conferences and raising, appropriately, the visibility of the Firm.</p></li><li><p>Must be proactive and have excellent communication and presentation skills.</p></li><li><p>Excellent interpersonal, problem solving, influencing, and consultative skills.</p></li><li><p>Excellent organizational skills follow through and ability to prioritize.</p></li><li><p>Strong leadership and team building skills.</p></li><li><p>Passion for financial markets, investment process and provision of effective investment solutions.</p></li><li><p>Develop relationships with investment consultant and advisor community</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>A key aspect of this role is the ability to engage sophisticated institutional clients to discuss a variety of investment solutions. This individual will need to be self-motivated and able to collaborate with internal partners to drive sales with institutions. The associate will regularly partner with our investment teams, both in presenting to clients, but also in order to gain expertise to represent our solutions appropriately in their territory. Located in the Southeast this position offers the opportunity to represent Fidelity's institutional investment capabilities to a broad array of complex clients.</p><h3>Certifications:</h3><h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

SVP - Institutional Sales, Mid-Market(Southeast Territory)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This is an individual contributor data science role. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.</p><p>You will have:</p><ul><li>PhD or Master's in ML, Computer Science, Statistics, Physics, or Finance (with a background in Statistics or ML), with 6+ years plus of industrial experience.</li><li>Deep expertise in Python, data-centric ML techniques including engineering principles for building efficient inference tools</li><li>Experience taking a model from research to production and realizing measurable value from it to the team or firm</li><li>Ability to work on and drive progress for multiple projects at the same time</li><li>Experience guiding business on identifying AI/ML use cases and optimally contributing to brainstorming sessions</li><li>Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results</li><li>Excellent planning, project management, leadership, and research skills</li><li>Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery including conveying statistical findings through data visualizations</li><li>Enthusiasm for learning new skills and domains, including applying state-of-the-art ML research to real-world data challenges</li><li>Experience or strong interest in quantitative finance and modeling financial markets</li></ul><p><br><strong>The Team</strong></p><p>We are a data science team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and have incorporated LLM use cases into our pipeline, amongst other emerging technologies.</p><p> es. </p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Data Science

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Planning Consultant - Fort Worth, TX

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>We are seeking a Foreign Exchange Trader to join the Equity Trading department at Fidelity. Based in Boston, this role will report to the Head of Alternatives Trading and be responsible for executing FX positions across a variety of investment strategies. Foreign Exchange is centralized desk that executes on behalf of multiple asset class investment teams at Fidelity.</p><h3><strong>The Value You Deliver</strong></h3><ul><li>Manage daily execution of global FX orders, including Spot, Forwards, Swaps and NDFs, employing a variety of execution channels to meet our best execution expectations.</li><li>Engage with global portfolio management, research, and cross asset trading teams to provide value-added macro market intelligence.</li><li>Collaborate across Fidelity advisors to provide liquidity solutions for FX needs in Alternatives strategies, including FX Options, FX Futures, and Interest rate swaps.</li><li>Represent Fidelity externally through engagement with broker-dealers, buy side peers and industry groups.</li><li>Facilitate ongoing technology work to enhance our FX trading platform, focusing on best execution, risk controls and system resiliency.</li><li>Partner with our quantitative analytics team to understand transaction costs and seek to minimize those costs on an ongoing basis.</li><li>Develop relationships with key internal partners including compliance, legal, operations, counterparty, risk, and technology, to ensure a seamless trading process.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree or higher</li><li>Minimum of 7 years of experience executing foreign exchange.</li><li>Careful attention to detail, ability to multi-task and prioritize.</li><li>Ability to work individually and in a collaborative team setting.</li><li>Possess a critical eye and willingness to offer innovative solutions.</li><li>Excellent analytical, quantitative, and critical thinking skills.</li><li>Effective communication and interpersonal skills.</li><li>Proficiency in trading platforms and financial software.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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>

Foreign Exchange Trader

<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 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - San Antonio, TX

<h3>Job Description:</h3><p><em><strong>*Remote position located in one of the following states: NY, NJ, CT, PA, RI, VT, NH, MA, ME. </strong></em></p><p>As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. </p><p><strong>The Role</strong> </p><p>In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! </p><p>The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. </p><p><strong>The Expertise You Have</strong> </p><ul><li><p>College degree preferred or equivalent work-related experience. </p></li><li><p>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </p></li><li><p>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </p></li><li><p>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </p></li></ul><p><strong>The Skills You Bring</strong> </p><ul><li><p>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. </p></li><li><p>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </p></li><li><p>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </p></li><li><p>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. </p></li><li><p>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </p></li><li><p>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. </p></li><li><p>Shown problem-solving skills. </p></li><li><p>Effective presentation skills, influence, and negotiation skills. </p></li><li><p>High emotional intelligence and interest in other human beings </p></li><li><p>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </p></li><li><p>Self-awareness and shown history of self-improvement </p></li><li><p>Analytical and critical thinking skills </p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em></p><p><strong>The Value You Deliver</strong> </p><ul><li><p>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </p></li><li><p>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </p></li><li><p>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </p></li><li><p>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. </p></li><li><p>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client </p></li><li><p>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. </p></li><li><p>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </p></li></ul>The base salary range for this position is $112,000-$255,000 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>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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Managing Director - Stock Plan Services

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform. </p><p>The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software. </p><p>In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle. </p><p> You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk &amp; Business Operations. </p><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Bachelor’s degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) </p></li><li><p>Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP) </p></li><li><p>Experience with Yardi accounting software preferred </p></li><li><p>Ability to work and lead in an operations-focused fast paced team environment</p></li><li><p>Innovation attitude – ability to identify and drive forward new ways to improve current processes</p></li><li><p>Excellent written and verbal communications skills and strong presentation capability</p></li><li><p>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint) </p></li><li><p>Advanced excel skills and experience translating accounting data into financial statement presentation </p></li></ul><p><strong>The Team</strong> </p><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success! </p><p><strong>#FFIOALTS</strong></p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<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>

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