field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.</p><p><strong>Key responsibilities will include:</strong></p><ul><li><p>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</p></li><li><p>Develop and maintain fraud risk management policies and standards to define governance structure, roles and responsibilities, and control requirements.</p></li><li><p>Oversee fraud risk incident and issue management, ensuring timely escalation, root cause analysis, and end-to-end remediation.</p></li><li><p>Collaborate with stakeholders to define fraud risk metrics, key risk indicators (KRIs), and reporting frameworks that support risk appetite and tolerance management</p></li><li><p>Prepare and deliver executive-level materials for risk governance forums and committees, including fraud risk updates, emerging trends, and strategic recommendations</p></li><li><p>Drive fraud risk advisory support to key stakeholders in the development of new products, services, and key business projects, ensuring proactive risk identification and control design.</p></li><li><p>Lead independent risk assessments and control testing / validation to optimize control effectiveness and efficiency. Deliver assessment report to senior leadership, ensure appropriate issue classification, ownership, and remediation tracking</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p><strong>Key experience and expertise factors:</strong></p><ul><li><p>10+ years of risk management experience in roles such as Fraud Risk Management, Operational Risk Management, or Enterprise Risk Management at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies. Risk oversight experience preferred</p></li><li><p>Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</p></li><li><p>Experiences in development of risk management policies, standards, and frameworks.</p></li><li><p>Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</p></li><li><p>Project management skills preferred.</p></li><li><p>Excellent social skills including succinct written and verbal communication. Ability to deliver engaging and persuasive presentations and reporting.</p></li><li><p>Ability to build and maintain collaborative working relationships with partner teams.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Fidelity Investments

Director, Fraud Risk Oversight

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - 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 - Cleveland East, OH

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

Financial Consultant - Tigard, OR

<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<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 - St. Louis, MO

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - 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 Services Representative - Sarasota, FL

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>We are looking for a <strong>Money Movement, Banking and Lending Product Area Leader</strong>, who will apply their expertise in running high-performing Product organizations in the design, development, and implementation of our money movement, banking and lending capabilities and solutions that will deliver outstanding customer value.</p><p>You will build and advance the vision, strategy, and mission within the product domain, ensuring alignment with strategic and organizational goals. In an iterative environment, you will collaborate with Fidelity leaders to set strategic priorities based on customer needs and enable cross-functional squads to implement these priorities. You will support the teams in enhancing value through prioritization, creativity, innovation, collaboration, and decision-making. You will encourage strong product management skills along with tried iterative development and delivery. You will ensure a culture of accountability, innovation, and quality. Committed to continuous learning, you will bring the latest insights to empower your team.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Compassionate Leadership: Lead with insight, understanding the needs and concerns of your team members and collaborators. Balance insight with a strong focus on execution to achieve strategic goals.</li><li>Industry Experience: <strong>Strong industry experience related to building financial banking and lending solutions as well as multi-channel money movement capabilities across multiple channels and delivery schemas in the intermediary marketplace.</strong></li><li>Product Development: proven experience in product development and management with a consistent track record of leading and implementing complex cross-organizational programs.</li><li>Financial Technology: Extensive experience in financial technology, particularly with large-scale and complex programs. <strong>Brokerage technology experience preferred.</strong></li><li>Market Acumen: Consistent record to bring together customer and market trends and translate them into effective product strategies.</li><li>Analytical Skills: Strong analytical skills, both quantitative and qualitative, with the ability to transform insights into actionable strategies that drive measurable business impact. Experience leading financial aspects of product lines and using this data for decision-making.</li><li>Technology Stacks: <strong>Proficiency with multi-dimensional technology stacks and understanding full capability models, planning, and execution.</strong></li><li>Product Delivery: Demonstrated success in delivering technology products and services that achieve strong market acceptance, including full development and go-to-market execution.</li><li>Agile Leadership: Agile leadership experience with a commitment to continuous improvement and fostering an agile work environment.</li><li>Communication Skills: Excellent communication, interpersonal, and relationship-building skills, enabling effective influence and engagement across all levels of the organization.</li><li>Data-Driven Decision-Making: A data-driven approach to decision-making, both in day-to-day leadership and strategic tradeoff analyses.</li></ul><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team </strong></p><p>The Money Movement, Banking and Lending Product Area has end to end accountability for all money movement and banking and lending experiences for Fidelity’s intermediary clients. The vision of the Product Area is to provide digital and intuitive industry-leading capabilities through a firm’s channel-of-choice. By prioritizing end-to end experiences you will deliver fully automated solutions across the IWMS lines of business. The team is committed to empowering investment professionals and their operational support teams with efficient, intuitive, and scalable workflows that drive growth and success. The Product Area is part of the Wealthscape Product and Technology Domain through Fidelity’s Fund and Brokerage Operations Technology (FBOT) organization and works closely with business, operations and technology centers of excellence business partners.</p><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p>Join Us</p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p><p>We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 99 - FINRA<h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Product Area Leader, Money Movement, Banking and Lending

<h3>Job Description:</h3><p>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?</p><p>Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.</p><h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3><p>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.</p><h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3><p>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.</p>The base salary range for this position is $124,000 - $140,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales Support

VP, Regional Planning Consultant- Santa Monica/ Santa Barbara, CA

<h3>Job Description:</h3><h3>Compliance Advisor – Communications Review Group</h3><p><strong>The Role</strong></p><p>The Compliance Advisor is a key part of ensuring that regulatory requirements are met and aid in reducing Fidelity’s regulatory risk. Our Communications Review Group needs a driven individual to add greater value for the team and our business partners. In this role, you will be a key part of the communications review community providing dedicated compliance support to business partners and working across the team to drive efficiencies. The role may also include opportunities to work on various compliance projects which drive improved experiences for colleagues and partners.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>BA/BS in Business, Finance, Accounting, Communications, Technology, or related fields. Advanced degrees are a plus.</li><li>Minimum 5-7 years of experience in the financial services industry, compliance or at a regulatory agency. Knowledge of FINRA, SEC, MSRB rules and the like preferred.</li><li>Team player who takes initiative and works constructively with others to achieve team goals.</li><li>Experience in agile working teams is highly preferred.</li><li>You have excellent communication skills, when needed to present complex issues to various partners.</li><li>You have demonstrated strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail.</li><li>You are a proven teammate with good interpersonal skills and the ability to work collaboratively across functions while managing multiple priorities.</li><li>The ability to prioritize and balance day-to-day responsibilities with longer term projects within a fast-paced and challenging environment.</li><li>You have the ability to evaluate opportunities for improvements through technology and data-driven solutions.</li><li>You are comfortable interpreting complex requirements to make recommendations.</li><li>You are a self-starter and maintain good relationships.</li><li>Series 7 and 24 are a plus.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>This role is part of the Communications Review Group within Fidelity Wealth &amp; Brokerage Compliance. The group provides excellent compliance support to our business partners. We ensure that communication materials are compliant, accurate and prepared in accordance with applicable policies and regulations. We work closely as a team and leverage cutting edge tools and processes to meet our objectives. A successful Compliance Advisor is instrumental in optimizing practices for increased efficiency. </p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Compliance Advisor - Communications Review

<p><b>Salary Range:&nbsp;&nbsp;<b><b><b><b>$50,216.00</b></b></b></b>&nbsp;(Min.) -&nbsp;<b><b><b><b>$62,770.00</b></b></b></b>&nbsp;(Mid.) -&nbsp;<b><b><b><b>$75,324.00</b></b></b></b>&nbsp;(Max.)</b></p><p>Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time.<br><br>Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose.<br></p><h4>Job Summary</h4><p>The Care Management Coordinator II is responsible for outreach to members/caregivers, providers, Community Based Organizations (CBO), and others to help enroll our highest need members into the Care Management (CM), and Disease Management (DM) programs. The position is responsible to assess member’s strengths, challenges, needs, and barriers to care through conducting telephonic Health Risk Assessment (HRA). The position works with the member/caregiver, Care Management Specialist, Community Health Worker, and the Interdisciplinary Care Team (ICT) to support the development and implementation of the care plan and address unmet needs. </p><p>This position coordinates the flow of information between the CM team and the member/caregiver, provider, medical group, and other members of the ICT. The position supports the coordination of member care as instructed by the Care Management Specialist and outlined in the care plan including the reinforcement of health education and disease management information; coordinating benefits such as transportation and DME; and linking member to community resources to address the Social Determinants of Health (SDoH) of the member. The position is responsible to ensure the CM team meets the contractual and regulatory requirements and timelines by maintaining accurate documentation and following up with the member and provider as needed.</p><p>In addition, this position is assigned projects to support the department in meeting its regulatory and contractual requirements, such as running reports, data validation, quality checks and other projects. The position assists with the communication and coordination between programs and maintains confidentiality when communicating member information.</p><p>This position is a A Limited Duration (ALD) assignment of 12 months. </p><h4>Duties</h4><p><br>Responsible for the time sensitive processes for initiating cases, managing referrals to the department, appropriate documentation, routing of information, performing computer data input, faxing, emailing, filing of confidential member information, and maintaining logs of activity, etc. (40%)&nbsp;</p><p>Engages members to participate in the CM/Disease Management programs by reaching out and promoting the programs to address member’s unmet needs. (10%)</p><p>Completes telephonic calls to conduct the HRA with high risk members participating in the CM program. Assists the care team with developing and assessing health interventions. (10%)</p><p>Conducts telephonic outreach calls to members/caregivers regularly and evaluates and documents their progress towards their healthcare goals. Consults and collaborates with the Care Management Specialist to set up provider/specialist appointments and follow up on treatment plans. (10%)</p><p>Handles the incoming and outgoing calls to members/caregivers and providers to coordinate care as identified in the care plan. (10%)</p><p>Initiates follow up calls to members to administer screenings or confirm linkage to appropriate resources. Provides general information to members and providers about the CM and DM programs. &nbsp;(10%)</p><p>Performs other duties as assigned. (10%)</p><h4>Duties Continued</h4><h4>Education Required</h4>High School Diploma/or High School Equivalency Certificate<h4>Education Preferred</h4>Associate's Degree<h4>Experience</h4><p><b>Required:</b><br>At least &nbsp;6 months of &nbsp;experience in an administrative and customer service role in a health care/health services setting .&nbsp;</p><p><b>Preferred</b>: &nbsp;<br>1 year of Medical Assistant experience. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<br>6 months of experience processing authorizations at a managed care/health plan setting.&nbsp;</p><h4>Skills</h4><p><b>Required:</b><br>Knowledge of medical terminology</p><p>Strong verbal and written communication skills</p><p>Proficiency in Microsoft Office with a high level of accuracy</p><p>Excellent organizational, and time management skills</p><p>Detail-oriented and a team player</p><p>Excellent customer service skills with compassion and empathy</p><p>Ability to demonstrate sensitivity and respect for the opinions, perspectives, customs, and individual differences of others.&nbsp;</p><p>Ability to value diversity of people and ideas, as well as interact &nbsp;with people from a wide range of backgrounds. &nbsp;</p><p>Ability to be &nbsp;flexible, open-minded, listen to and consider others’ viewpoints.&nbsp;</p><p>Ability to work well and develop effective relationships with diverse personalities.</p><p><b>Preferred:</b><br>Bilingual in one of L.A. Care Health Plan’s threshold languages is highly desirable. English, Spanish, Chinese, Armenian, Arabic, Farsi, Khmer, Korean, Russian, Tagalog, Vietnamese.</p><h4>Licenses/Certifications Required</h4><h4>Licenses/Certifications Preferred</h4>Certified Medical Assistant (CMA)<h4>Required Training</h4><p><b>Preferred:</b><br>Motivation Interviewing&nbsp;</p><p>Trauma Informed Care</p><h4>Physical Requirements</h4>Light<h4>Additional Information</h4><p><b>Salary Range Disclaimer:</b> The expected pay range is based on many factors such as geography, experience, education, and the market.&nbsp; The range is subject to change.</p><p>This position is a limited duration position. The term of this position is a minimum one year and maximum of two years from the start date unless terminated earlier by either party. Limited duration positions are full-time positions and are eligible to receive full benefits.</p><p><br><b>L.A. Care offers&nbsp;a wide range of benefits including</b></p><ul><li>Paid Time Off (PTO)</li><li>Tuition Reimbursement</li><li>Retirement Plans</li><li>Medical, Dental and Vision</li><li>Wellness Program</li><li>Volunteer Time Off (VTO)</li></ul><p><br><strong>Nearest Major Market: </strong>Los Angeles                                                                            <br><strong>Job Segment: </strong>                    Medical Assistant, Public Health, Healthcare                                                    </p>

L.A. Care Health Plan

Care Management Coordinator II (ALD) 12 months

Company Description<br><p>By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.</p><p><strong>About the Bloomberg Center for Cities:</strong></p><p>The Bloomberg Center for Cities at Harvard University serves a global community committed to improving public management, leadership, and governance. The Center’s cross-Harvard collaboration unites expertise focused on cities across disciplines and schools to produce research, train leaders, and develop resources for global use. The Center is designed to have practical impact on the future of cities, where more than half of the world’s people now live, by informing and inspiring local government leaders, scholars, students, and others who work to improve the lives of residents around the world.</p><br>Job Description<br><p>The Center’s Strategy and Impact team provides thought partnership, evaluative analysis, and insights to guide strategy, identify impact, and continuously improve programs, support offerings, curriculum, and broader Center work. Going beyond satisfaction surveys, the team measures impact by assessing how ideas are adopted in practice. It also leads recruitment of mayors into the Center’s Program for New Mayors and the Bloomberg Harvard City Leadership Initiative, provides insights about cities to internal and external stakeholders to facilitate connections, partnerships and action, and serves as steward of Initiative data. In collaboration with the Communications team, the team showcases and amplifies impact for our donor, Harvard, and global audiences.&nbsp;</p><p>The Center is seeking an Impact Assessment and Knowledge Management Specialist to help us understand, communicate, and strengthen our impact on the next generation of city leaders. As a member of the Center’s Strategy and Impact team, they will evaluate how the Center’s student offerings—spanning fellowships, internships, research assistantships, and real-world learning in city government—shape student learning, career pathways, and city capacity. They will also build and manage systems that make impact data accessible, reliable, and actionable across the Center.&nbsp;&nbsp;</p><p>This role combines rigorous evaluation with knowledge management, translating data into insights that inform strategy, improve programming and support, and tell a compelling story of impact to stakeholders at Harvard and beyond.&nbsp;</p><p>Reporting to the Director for Impact Assessment and Evaluation, the specialist will be responsible for:&nbsp;</p><p><strong>Impact Assessment &amp; Evaluation</strong></p><ul><li>Designing and implementing evaluations of student offerings in line with theories of change and vision for impact, and in collaboration with the Center Student Engagement team.&nbsp;</li><li>Developing data collection instruments including surveys and interview guides, conducting surveys, interviews, and focus groups, and analyzing data using quantitative and qualitative methods, including thematic coding.&nbsp;</li><li>Tracking student outcomes, alumni trajectories, and progress on and impact of projects in cities.&nbsp;</li><li>Synthesizing findings into visuals, reports, and presentations for diverse audiences.&nbsp;</li><li>Recommending improvements based on evidence and contributing to new assessment tools.&nbsp;</li></ul><p><strong>Knowledge Management &amp; Data Systems</strong>&nbsp;</p><ul><li>Developing, maintaining, and managing systems and processes (including in Salesforce and Airtable) for organizing, curating, and making data and analyses accessible and useful.&nbsp;</li><li>Maintaining and strengthening infrastructure for systematic data collection and analysis in close collaboration with the Center’s operations team.&nbsp;</li><li>Providing timely analyses and data in response to stakeholder needs.&nbsp;</li><li>Ensuring data and knowledge repositories are accurate, accessible, and useful for decision-making.&nbsp;</li><li>Supporting cross-team use of impact data for learning and strategy.&nbsp;</li></ul><br>Qualifications<br><p><strong>Basic Qualifications: </strong></p><p>Bachelor’s degree and 5+ years of progressive experience in evaluation in Higher Education or Government, Education, Economics, Public Policy, Anthropology, Sociology, or another relevant field. Relevant graduate study may count toward experience.&nbsp;</p><p><br>
<strong>Additional Qualifications and Skills: </strong></p><ul><li><strong>Evaluation &amp; Analysis:</strong> Strong quantitative and qualitative research skills (experience with R, Excel Macros, qualitative analysis software a plus); experience with surveys, interviews, and thematic analysis; ability to translate data into actionable insights.</li><li><strong>Knowledge Management:</strong> Demonstrated ability to design and maintain data systems, repositories, or dashboards that support organizational learning.&nbsp;</li><li><strong>Communication &amp; Storytelling:</strong> Skilled at presenting findings to diverse audiences (academics, city leaders, funders); ability to distill complex ideas into clear narratives and visuals.&nbsp;</li><li><strong>Collaboration &amp; Project Management:</strong> Experience managing multi-stakeholder projects; ability to build trust, align teams, and bring others into the evaluation process.&nbsp;</li><li><strong>Mindset:</strong> Meticulous, organized, and detail-oriented; entrepreneurial and adaptable.&nbsp;</li><li><strong>Interests:</strong> Assessing student learning, growth, and career pathways; building public sector capacity.&nbsp;</li></ul><br>Additional Information<br><ul><li><strong>Appointment End Date: </strong>This is a fully benefits eligible term appointment through June 30, 2026 with a strong possibility of renewal.</li><li><strong>Visa Sponsorship Information: </strong>Harvard University is unable to provide visa sponsorship for this position</li><li><strong>Pre-Employment Screening: </strong>Identity, Education</li><li><strong>Other information</strong>:&nbsp;This is a full-time, on-campus position based in Cambridge, MA. Flexible remote work arrangements may be available with supervisory approval.</li></ul><p><strong>Work Format Details</strong></p><p>This position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;</p>
<p><strong>Salary Grade and Ranges</strong></p><p>This position is salary grade level 057. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;</p>
<p><strong>Benefits</strong></p><p>Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;</p><ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul><p>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;</p>
<p><strong>EEO/Non-Discrimination Commitment Statement</strong></p><p>Harvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.</p><p>Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.</p>

964 Project Management / Professional Services Jobs