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<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center in the Chicago, IL or St. Louis, MO locations.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.The base salary range for this position is $100,000 - $160,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Director, Advanced Planning - REMOTE - MO, IL, MN

Hiring Manager:&nbsp;Kevin R Arlic&nbsp;Job Abbreviation:&nbsp;SCD910_P5_E&nbsp;Pay Grade:&nbsp;&nbsp;Exempt - 36&nbsp;Pay Range:&nbsp;$157,800.00&nbsp;-$236,700.00&nbsp;Join the Clean Energy RevolutionBecome a Senior Advisor at Southern California Edison (SCE) on the Distribution/Vegetation Management Asset Strategy Team and build a better tomorrow. In this role, you’ll serve as a strategic consultant, responsible for developing, prioritizing, project management, and implementing comprehensive strategies for key programs. You will provide expert guidance and actionable insights to ensure safety, reliability, and regulatory compliance across SCE’s Distribution assets and vegetation management programs.Within this team, you will be involved in one or more of the following initiatives:<ul><li>Advancing Distribution grid hardening programs</li><li>Updating infrastructure replacement plans </li><li>Enhancing Maintenance &amp; Inspection activities to ensure better performance and reduce risk for SCE</li><li>Delivering risk informed scoping for Vegetation Management programs</li></ul>Additionally, this position will partner with peer organizations to ensure new asset strategies are approved internally as well as developing those concepts into SCE’s regulatory filings, such as the General Rate Case, Wildfire Mitigation Plan, and Risk Assessment Mitigation Phase.As a Senior Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?<h4>Responsibilities</h4><ul><li>Supports the development of critical regulatory and legislative initiatives to facilitate the execution of the strategic plan</li><li>Identifies system risks and evaluates risk reduction benefits of proposed mitigation strategy projects in the capital investment strategy</li><li>Leads the development and management of Asset strategies for programmatic investment decisions</li><li>Evaluates SCE's enterprise level risks and provides suitable mitigation options to senior management</li><li>Provides strategic and regulatory analysis for the company, specifically including competitive positioning, price forecasting, financial analytics, and regulatory planning scenario evaluations</li><li>Provides analyses, evaluation and management recommendations on key strategic initiatives</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Ten or more years of experience in strategic planning, setting strategies at the department or organization level.</li></ul>Preferred Qualifications:<ul><li>Master’s degree in applicable profession, business, or technical discipline</li><li>Experience with utility asset management, asset inspections, or vegetation management.</li><li>Experience working with and reviewing large amounts of geospatial and non-spatial data.</li><li>Experience conducting data quality analyses and performing high-level spot checks to ensure accuracy of information.</li><li>Experience evaluating technical solutions, risk analysis and cost benefit variables to make effective business decisions.</li><li>Experience developing communication materials (e.g., PowerPoint) and facilitate decision making conversations with senior leadership.</li><li>Experience coordinating or developing components of the General Rate Case and/or Wildfire Mitigation Plan (WMP).</li></ul>Additional Information <ul><li>This position’s work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and reside in the state of California.  Further details of this work mode will be discussed at the interview stage.The work mode can be changed based on business needs.</li></ul><ul><li>Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! </li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</li></ul><ul><li>Relocation does not apply to this position.</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Southern California Edison

Distribution/Vegetation Management Asset Strategy Senior Advisor

Overview of Role/Job Purpose:Implementation Specialist II - CS/DM (Customer Service and Device Management experience needed will lead our clients through the implementation process of our Solutions to analyze client business needs and translate them into functional and design specifications utilizing solution best practices. This customer-facing role involves managing multiple projects and relationships, supporting software development and configuration. Key responsibilities include requirements analysis, system design coordination, workshops, testing, training, and maintaining system documentation. The role also involves liaising with project managers and developers to address business and technical gapsAs a&nbsp;CS/DM specialist you will focus on the customer service and device management aspects of our Customer Information System.&nbsp; Your work will focus on the core customer and field service aspects of the business working.&nbsp; An understanding of the overall meter to cash processes is required.&nbsp; Essential Duties: <ul><li>Lead and guide clients through the implementation process taking full ownership of your specialized area from a business and technical perspective. </li><li>Analyze and model business requirements to create technical requirements.</li><li>Translate client’s business needs into functional and design specifications.</li><li>Perform the required research to identify gaps between the business requirements and the current functionality.</li><li>Develop and review requirements, business processes, and recommendations related to proposed solutions as well as functional and system design specifications.</li><li>Lead team members and peers by fostering collaboration, clearly communicating ideas and perspectives to senior management, initiating and overseeing projects, managing resources effectively, resolving issues, and ensuring accountability for both personal and team performance.</li><li>Liaise between clients/users and technology architects/developers to ensure precision and clarity in the documentation of business requirements and technology solutions.</li><li>Prepare/Review System Functional Specifications and Business and Use Case documentation.</li><li>Lead High Level Design and Best Practice sessions.</li><li>Perform Use Case walkthroughs.</li><li>Develop test cases and perform testing on changes and enhancements.</li><li>Perform System, Functional and Integration Testing to ensure product quality remains at the highest level, including dealing with workload peaks without compromising quality/standards.</li><li>Investigate production issues and assist with troubleshooting, re-creating, and resolving those.</li><li>Support all phases of the Software Development Life Cycle, including requirements analysis, design, construction, testing, implementation, and monitoring.</li><li>Work with third party vendors during requirements, design and testing phases.</li><li>Escalate and communicate issues to VertexOne Management or Clients as needed.</li><li>Work cooperatively in a team environment to meet the goals of the department and of the company.</li><li>Client on-site meetings during key phases of the project (30% travel)</li></ul>Qualifications:<ul><li>Utility and/or utility consulting experience and knowledge of Customer Information Systems (CIS) Billing systems or Enterprise Resource Planning Systems is required.</li><li>4+ years working experience as a Business Analyst or Implementation Specialist in the Software Development industry, creating detailed Business and Technical documents such as Business Requirements Documents, Design Documents, Functional/Technical Specifications, Interfaces, Web User Interface (UI) and Workflows, Use Cases, User Guides, Defect Analysis Reports etc.</li><li>Proficiency in SQL (SELECT Statements, Joins, Subqueries, Data filtering and sorting and Data Manipulation) is preferred</li><li>Understanding software development process and IT project management methodologies (Agile/Waterfall, Hybrid) and relational database principles, data analysis and incident management tools (e.g., Jira).</li><li>Proficient in common desktop applications (Microsoft Office, Microsoft Visio, etc.).</li><li>Experience working with AI tools for data analysis, process automation is preferred.</li><li>Demonstrated experience in business process design and requirements analysis.</li><li>Knowledge of and experience with Web APIs and Batch Processes is preferred.</li></ul><ul><li>Ability to promote and maintain a positive and inclusive work environment with project team members, co-workers, management, and vendors by behaving, collaborating, and communicating in a manner consistent with professional standards.</li></ul><ul><li>Skills to identify, communicate, and resolve issues effectively.</li><li>Strong ability to analyze issues and solve problems effectively.</li><li>Ability to quickly grasp new concepts and manage change through innovation and flexibility.</li><li>Ability to meet deadlines, manage multiple projects, and prioritize tasks efficiently.</li><li>Excellent at multi-tasking while maintaining high standards and productivity.</li><li>Ability to work well under pressure.</li><li>Highly self-motivated and proactive.</li></ul>Personal Attributes: <ul><li>Customer-centric mindset</li><li>Project coordination and time management</li><li>Technical aptitude and attention to detail</li><li>Cross-functional collaboration</li><li>Continuous improvement and adaptability</li></ul>JobFamilyProduct DeploymentJobFunctionIndividual ContributorPayTypeSalaryHiringMinRate85000HiringMaxRate100000

VertexOne

Implementation Specialist II - CS/DM (Customer Service and Device Management experience required, with a Utility background)

About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;JOB SUMMARY:Serves in a consulting role by evaluating the work of client’s coders in their assignment of ICD-10, CPT and/or HCPCS codes to hospital inpatient, outpatient and/or physician practice encounters.&nbsp; Performs concurrent or retrospective reviews to inventory code assignments and report the data to the client.&nbsp; Develops and delivers educational content to clients related to audit findings.ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.<ul><li>Essential Functions: Perform complex, concurrent and/or retrospective analysis of medical record documentation to Validate coded data as recognized by the AHA, CMS, AMA, AHIMA, AAPC, Coding Clinic, and CPT Assistant.</li><li>Analyze findings and identify potential root causes of produced errors.</li><li>Prepare summary reports of findings to clients, supplying specific references supporting findings contained within the provided audit report.</li><li>Provides second-level review of processes to ensure compliance with legal and procedural policies and to ensure appropriate code assignments.</li><li>Research, analyze, and respond to inquiries regarding compliance, coding, and denials.</li><li>In all situations, protect the privacy and confidentiality of patient health and client information, and follow the Standards of Ethical Coding as set forth by AHIMA and adhere to official coding guidelines and compliance practices, standards, and procedures.</li><li>Functions as a member of the Consulting Services Team which develop and provide coding education to clients.</li><li>Conduct Audits as assigned meeting the productivity standards as set by record type for each audit. The threshold for billable productive hours, when client work is available, is expected to be at or above 80%.</li><li>Prepare deliverables for the client as required for the audit scope while meeting timelines.</li><li>Conduct independent QA of their assigned audit results prior to final submission for QA review and approval. The minimum accuracy expectation is 95%.</li><li>Report work time and work products in a timely and accurate manner.</li><li>Communicates with coworkers in an open and respectful manner that promotes teamwork and knowledge sharing.</li><li>Interact with clients in a professional manner that, always, exhibits excellent relationships, work performance and communication skill so as to support the company and its business interests.</li><li>Provide schedule of planned work activities, events and sites, and any changes to same, to Management and appropriate staff.</li><li>Maintenance of professional credentials and knowledge of coding, reimbursement, and compliance issues through continuing education.</li><li>Periodic travel, as applicable.</li><li>Other duties and responsibilities, as assigned.</li></ul>Knowledge, Skills &amp; Abilities:&nbsp; Recognized credential from AHIMA or AAPC. Experience with telecommuting and electronic medical record systems required. Strong analytical skills. Proficient computer skills, specifically Microsoft Office products. Strong team player. Ability to work with multiple and diverse clients and projects. Ability to work with minimal supervision. Ability to maintain and access multiple files. Assure that work product is completed with high levels of accuracy and attention to detail. 5+ years’ experience coding and/or auditing in an acute care facility or clinic, of patient types listed in the Job Summary of this document, or other relevant experience.PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

CorroHealth

Auditing & Education Consultant - OP Facility

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant - Ann Arbor, MI

<h3>Job Description:</h3>Fidelity Labs is looking for an Applied GenAI Practitioner to help us build Large Language Models (LLMs) powered applications for financial services. You will join a new startup team to apply cutting edge Agentic AI technologies to build exciting new products, from ideation to deployment.The Experience and Skills You Bring<ul><li>Master's degree in computer science, Engineering, or similar technical field</li><li>5+ years relevant experience, ideally in financial industry</li><li>· Expert knowledge of Deep Learning frameworks such PyTorch, Jax, TensorFlow</li><li>Hands-on experience in LLM post training, alignment, fine tuning, and/or deployment a big plus</li><li>Solid skills of algorithms, data structure, system architecture, and software engineering</li><li>Highly proficient in Python. Familiarity with C++ and CUDA a plus</li><li>Experience with model serving frameworks highly desirable</li><li>Experience with large scale distributed ML systems</li><li>Performance analysis and optimization experience</li><li>In-depth understanding of LLMOps</li></ul>What We Hope You Have<ul><li>Knowledge and passion about stocks, market, trading, and investment</li><li>A pragmatic approach to problem solving</li><li>Mindset of a builder</li></ul>The TeamWe are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to craft the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://labs.fidelity.com/" target="_blank">https://labs.fidelity.com/</a>.The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Director, Data Science – GenAI

<h3>Job Description:</h3>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.<h3>Licensing and Experience</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3>Key Responsibilities </h3>Relationships<ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li></ul><h3>Strategic Book Management</h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Managing Director-401K Relationship Manager

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant - Greensboro, NC

<h3>Job Description:</h3>The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory.The Expertise We’re Looking For<ul><li>8+ years of relevant sales experience, preferably within the Retirement market and working with Investment Professionals/Employers.</li><li>Series 7 and 63 licenses required.</li></ul>The Purpose of Our RoleFidelity’s Retirement Director (field-based retirement plan specialist), will need to work collaboratively with an internal partner to develop, target and build a business plan for a specific territory. Prospective clients are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.The Skills We Bring<ul><li>The position may require overnight travel.</li><li>Strongly prefer field sales and territory management experience.</li><li>We will bring expertise and in depth knowledge of Fidelity and our comprehensive benefit offering.</li><li>You have excellent time management and interpersonal skills.</li><li>Excellent stand-up presentation, communication and listening skills.</li></ul>The Value We Deliver<ul><li>Consistent travel throughout territory to generate new sales and proposal activity.</li><li>Increase number of Investment Professionals doing business with Fidelity Investments.</li><li>Maintain and document sales activity to ensure production levels.</li><li>Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.</li><li>Sponsor and participate in client seminars and events to increase an Investment Professional's business.</li><li>Work with internal partners to provide clients with outstanding service, marketing support, and issue resolution.</li><li>Offer Investment Professionals our retirement plan expertise to help build their business through prospecting and lead generation ideas, industry trends, and insightful competitive data.</li></ul>How Our Work Impacts the OrganizationWe are responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401(k) solutions, education and services.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost 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.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.

VP, Retirement Director- 401K Sales

ResponsibilitiesPosition Summary:The Fire Prevention Associate will provide guidance and perform tasks related to Howmet’s operational and facility related fire prevention safety standards. The Fire Prevention Associate must be willing to work within the facility as a team player, supporting various areas of production &amp; maintenance when necessary. &nbsp;The Fire Prevention Associate is self-motivated and able to work under time constraints to meet production needs.&nbsp;Key Responsibilities:<ul> <li>Perform daily cleaning tasks surrounding the Oberlin machines, rooms and surrounding areas</li> <li>Maintain 5S standards in the Oberlin rooms &amp; support the facilities overall 5S system, working on projects outside of the Oberlin rooms when requested&nbsp;</li> <li>Perform routine spraybar changeout/cleanouts</li> <li>Transfer grinder swarf from bins to 55-gallon barrels regularly</li> <li>Empty swarf hoppers on the production floor as needed</li> <li>Ensure that swarf hopper bins are lightly saturated during the duration of the shift</li> <li>Perform weekly pressure washer cleaning of grinders and motor faces</li> <li>Oversee and assist in Oberlin pit cleanouts that consist of bucketing, scraping &amp; being in a confined space for a duration of time in various weather elements</li> <li>Assist with material management when not maintaining the Oberlin &amp; their rooms</li> <li>Assist with safety and environmental duties when necessary&nbsp;</li> <li>Perform inventory management as needed</li> <li>Perform other duties as requested</li></ul>QualificationsBasic Qualifications:<ul> <li>Basic computer skills</li> <li>Proficient with basic hand tools</li> <li>Ability to climb ladders and work from heights up to 25’</li> <li>Proficient in forklift operation with the ability to obtain a forklift license</li> <li>Ability to work a full-time 40-hour schedule and overtime as required</li> <li>Basic knowledge of math, math equations and use of various measuring instruments</li> <li>Must be able to stand, crouch, kneel and work overhead for periods of time exceeding 4 hours</li> <li>Ability to meet specific vision requirements including but not limited to; close/distance vision, depth perception, and the ability to adjust focus without a color differentiation deficiency</li></ul>Work Environment:The Fire Prevention Associate operates in various environments requiring PPE to be worn as outlined by EHS and OSHA. In this position, you will be exposed to working areas with various noise and weather conditions. During Oberlin cleanouts or issues involving the pit, you will be required to enter a confined space.PPE requirements consist of, but are not limited to:<ul> <li>Metatarsal Shoes</li> <li>Safety Glasses</li> <li>Cut-Resistant Gloves</li> <li>Hearing Protection</li> <li>Hard Hat</li> <li>Other PPE as necessary depending on the area</li></ul>This position reports to 1701 W. Main Street, Washington MO, 63090Education &amp; Experience:<ul> <li>High school diploma or GED required</li> <li>2+ year of experience as a forklift operator required</li> <li>1+ year of experience within a safety department preferred&nbsp;</li> <li>1+ year of experience within a maintenance role preferred</li> <li>2+ years of experience within a production environment preferred</li></ul>About us﻿Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With $7.4 Billion in revenue in 2024, our products play a crucial role in enabling fuel efficiency and lightweighting, contributing to our customers’ success and making a positive impact on the world. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2024 Environmental Social and Governance report at&nbsp;<a href="https://www.howmet.com/esg-report/" target="_blank">www.howmet.com/esg-report</a>. Follow: <a href="https://www.linkedin.com/company/howmet-aerospace" target="_blank">LinkedIn</a>, <a href="https://twitter.com/howmetaerospace" target="_blank">Twitter</a>, <a href="https://www.instagram.com/howmetaerospace/" target="_blank">Instagram</a>, <a href="https://www.facebook.com/Howmetaerospace/" target="_blank">Facebook</a>, and <a href="https://www.youtube.com/howmetaerospace" target="_blank">YouTube</a>. Equal Opportunity Employer: Howmet is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics. If you need assistance to complete your application due to a disability, please email&nbsp;<a href="mailto:TalentAcquisitionCoE_Howmet@howmet.com" target="_blank">TalentAcquisitionCoE_Howmet@howmet.com</a>

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