field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<strong>Client Service Representative Quality Team</strong><br> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX.<br> <br> The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance.<br> <br> <strong>The Expertise We’re Looking For</strong> <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> <strong>The Purpose of Your Role</strong><br> In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring.<br> The Skills You Bring<br> Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience.<br> Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands.<br> Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions.<br> Your attention to detail and inquisitive nature will be key in helping you problem solve.<br> <strong>The Value You Deliver</strong> <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> <strong>How Your Work Impacts the Organization</strong><br> The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity TalentSource

Client Service Representative

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>Position Summary</strong></p><p>The Senior Manager, Internal Fraud Program Management &amp; Quality Assurance plays a critical leadership role in ensuring the success, consistency, and control effectiveness of the enterprise-wide Internal Fraud Program. This leader will oversee a small team of program managers responsible for driving program execution, strategic initiatives, and quality assurance across the Internal Fraud Center of Excellence (COE).</p><p>This position is accountable for establishing program discipline, ensuring adherence to enterprise standards, managing cross-functional coordination, and embedding quality assurance (QA) mechanisms that monitor control performance and operational readiness. The ideal candidate will have a strong background in program management, governance, and risk oversight — with the ability to influence across multiple stakeholders in a highly regulated, complex environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the development and execution of internal fraud program plans, ensuring alignment with enterprise fraud risk strategy and risk management frameworks.</li><li>Manage cross-functional initiatives that enhance detection, prevention, governance, and reporting capabilities within the Internal Fraud COE.</li><li>Establish and maintain program management standards, tools, and documentation consistent with enterprise PMO expectations.</li><li>Oversee tracking and delivery of program milestones, budgets, and risk mitigation activities.</li><li>Serve as the central coordination point between stakeholders across all lines of defense for internal fraud related matters</li></ul><ul><li>Design and oversee the Quality Assurance (QA) framework for internal fraud processes, ensuring consistent adherence to enterprise standards, procedures, and policies.</li><li>Lead the review and testing of internal fraud processes, controls, and rule implementations to assess design and operating effectiveness.</li><li>Identify gaps or weaknesses in process execution and partner with control owners to develop timely and effective remediation plans.</li><li>Create standardized QA scorecards and reporting to provide transparency into control health and program maturity.</li><li>Support readiness and validation activities for audits, regulatory exams, and internal reviews.</li></ul><ul><li>Partner with the Director to prepare materials and updates for governance committees, management meetings, and risk reviews.</li><li>Coordinate across the Reporting &amp; Insights and Governance teams to align quality and program performance metrics with enterprise dashboards.</li><li>Build strong partnerships with 2LOD (Operational Risk, Compliance) and 3LOD (Audit) partners to ensure alignment on QA methodology and testing outcomes.</li><li>Ensure consistent communication and engagement across program stakeholders to drive transparency and accountability.</li></ul><ul><li>Lead, mentor, and develop a small team of program managers and QA analysts to deliver high-quality results and foster professional growth.</li><li>Cultivate a culture of operational excellence, collaboration, and continuous improvement within the team.</li><li>Provide guidance and structure to ensure consistent execution, documentation, and adherence to governance processes.</li></ul><ul><li>Identify opportunities to enhance efficiency and effectiveness in program delivery and QA testing processes.</li><li>Leverage automation, workflow management tools, and data insights to strengthen QA precision and reporting.</li><li>Stay current on industry trends and best practices in fraud governance, risk management, and program quality disciplines.</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Business, Risk Management, Project Management, or related field required; Master’s preferred.</li><li>8+ years of experience in program management, risk management, or governance, ideally within financial services.</li><li>Proven experience leading program execution and quality assurance in a risk, compliance, or fraud-related function.</li><li>Prior experience managing a small team of program or project professionals.</li><li>PMP, Lean Six Sigma, or related certification a plus.</li></ul><ul><li>Strong knowledge of risk management and fraud prevention frameworks.</li><li>Expertise in program management tools, methods, and documentation practices.</li><li>Experience designing and implementing QA frameworks or testing programs.</li><li>Strong analytical and problem-solving skills with exceptional attention to detail.</li><li>Proficiency in project tracking tools (JIRA, Asana, Smartsheet) and data visualization tools (Tableau, Power BI) preferred.</li><li>Excellent communication, organization, and presentation skills.</li></ul><ul><li>Collaborative leader who drives results through influence and partnership.</li><li>Strategic thinker who can balance tactical execution with long-term program vision.</li><li>Skilled at managing multiple priorities and delivering results in a fast-paced environment.</li><li>Effective communicator capable of engaging senior stakeholders and cross-functional partners.</li></ul><p>Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position<br></p>

American Express

Senior Manager, Internal Fraud Program Management and Quality Assurance

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p>The U.S. Consumer Services Team (USCS) is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.</p><p>The U.S. Consumer Marketing team (USCM) is part of the U.S. Consumer Services Group and is responsible for making membership essential by creating and delivering world class marketing for our differentiated products and services that drives demand and inspires engaged card members across the customer lifecycle.</p><p>The Director of Change Management Strategy and Implementation will lead the adoption roadmap and training for the future marketing execution model across U.S Consumer Marketing. The Director will be responsible for driving organizational change, ensuring seamless process transition, and enabling teams to effectively manage new tools and processes, including those for Project Flywheel. Project Flywheel is the Enterprise initiative focused on advancing the end-to-end marketing execution technical and operational ecosystem to drive greater efficiency, business impact, and support the next generation of marketing processes and platforms.</p><p><strong>Key Responsibilities:&nbsp;</strong></p><ul><li>Lead the Flywheel change management rollout across U.S. Consumer Marketing to ensure a seamless transition of execution capabilities into workflows</li><li>&nbsp;Anticipate and mitigate adoption challenges</li><li>Own organization communication updates and feedback loop between U.S. Consumer Marketing and the Marketing Transformation team to drive alignment and a successful process rollout</li><li>Define, develop, and deploy training materials in partnership with the Product and Marketing Operations teams</li><li>Measure and report on training effectiveness, marketer satisfaction, and adoption</li></ul><p><strong>Minimum Qualifications:</strong></p><ul><li>Demonstrated experience leading cross-functional teams</li><li>Strong interpersonal, leadership and influencing skills with the ability to work with partners across different functions and communicate with all levels of colleagues</li><li>Strong analytical skills with the ability to identify gaps and implement scalable solutions</li><li>Self-starter with the ability to thrive in an evolving environment and a bias towards action</li><li>Team player with a passion to create the best customer experience for our Marketers</li><li>Familiarity with enterprise-wide change management efforts preferred</li><li>Bachelor's Degree required</li></ul><p>Salary Range: $123,000.00 to $215,250.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.</p>

Director, Change Management Strategy & Implementation

<h3>Job Description:</h3><h3><strong>Business Analyst Consultant, FIA OCI/FIN Record Keeping Platform Team</strong></h3><p><strong>The Role</strong></p><p>As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will participate in initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN partner data.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree with 5-8 years of experience</p></li><li><p>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</p></li><li><p>Proficiency in business acceptance testing, validation exercises, and release management. </p></li><li><p>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</p></li><li><p>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</p></li><li><p>Foundational exposure to Snowflake or similar data platforms Experience in SQL and ability to write and interpret SQL queries for data analysis and validation a plus.</p></li><li><p>Experience conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</p></li><li><p>Consistent track record of planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </p></li><li><p>Understanding of API documentation, payloads, and integration workflows.</p></li><li><p>Ability to lead initiatives and take accountability for overall program success.</p></li><li><p>Effectively translate business needs into technical requirements for developers and designers.</p></li><li><p>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</p></li><li><p>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</p></li><li><p>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</p></li><li><p>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </p></li><li><p>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</p></li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.</p><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>Certifications:</h3><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>

Fidelity Investments

Business Analyst Consultant, FIA OCI/FIN Record Keeping Platform Team

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Novi, MI

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><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><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p>The base salary range for this position is $45,000 - $47,500 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales

Workplace Planning Associate - Greenwood Village, CO

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a member of the Fidelity Digital Assets Risk Management team, you will play a key role in protecting Fidelity and its customers. You will primarily focus on the oversight of key risks, business unit policies, and other critical risk management functions supporting Fidelity Digital Assets custody and trading platform, as well as supporting the potential launch of innovative new products and services. You will be responsible for working with business and technology teams along with Compliance and Legal to support continued product growth of Fidelity Digital Assets. Active collaboration in the continued enhancement and expansion of the team’s programs will also be central to the role.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>2-5 years of experience in Compliance, Risk, or Audit, with experience in brokerage / capital markets a plus, 4-year college degree a plus</p></li><li><p>Familiarity with Fidelity’s businesses and risk programs</p></li><li><p>Strong ability to work and flourish in a fast-moving, challenging environment</p></li><li><p>Strong analytical, organizational, and problem-solving skills. Data analysis and visualization skills a plus</p></li><li><p>Interest and/or understanding of blockchain and digital assets is a plus</p></li><li><p>Your curiosity and desire to support innovative initiatives to understand and managing the risk of digital assets</p></li><li><p>Your love of solving complex problems, comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills</p></li><li><p>Independent thinker; accountable for, and skilled in, exercising sound judgment</p></li><li><p>High degree of integrity and strong work ethic; decisive with orientation toward results; positive attitude</p></li><li><p>Ability to respond to shifting priorities while maintaining progress of regularly scheduled work</p></li></ul><p><strong>Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Fidelity Digital Asset (FDA) is an exciting business unit focused on bringing industry-leading digital asset custody and trading services to institutional clients, and Fidelity Digital Assets Risk is a dynamic and innovative risk management team that enables business growth while protecting Fidelity and its customers. The team has responsibilities for operational, technology, credit, and trading risks and partnering with Fidelity Digital Assets business leaders to develop innovative solutions and foster a strong risk mindset.</p>The base salary range for this position is $80,000-153,000 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

Manager, Digital Asset/Cryptocurreny Risk Management

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and advanced analytics with a passion for delivering results. In an agile structure, we partner with partner with squads and business partners to deliver data insights and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.</p><p>The Senior Manager, Adv Data Analysis and Insights acts as a domain expert who develops targeted research and insights required to support business decision making using advanced analytics and quantitative methods. This role leads complex projects with a functional divisional impact, demonstrates strategic thinking, tactical planning, and has strong understanding of advanced analytics and python skills. This role serves as key business communicator with senior leaders, sponsors, and peers, collaborating with them to create key findings for sophisticated business problems. The Senior Manager is an individual contributor and does not directly oversee staff.<br> </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s or equivalent Degree with 6+ years of experience working with data insight solutioning. Preferred BS/MS in Engineering, Computer Science, Data Science, or a related field.</p></li><li><p>Proficient in solving business problems using Business Statistics, Quantitative methods with ability to deliver speedy outcomes in a fast-paced environment. Proven experience using statistical tools to interpret data sets, paying particular attention to trends and patterns for diagnostic and predictive analytics</p></li><li><p>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</p></li><li><p>Expertise with writing and decoding SQL and Python scripts, and proven experience working with Python libraries</p></li><li><p>Proficient with BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</p></li><li><p>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</p></li><li><p>Understanding of BI product life cycle and experience working with large data sets, preferred</p></li><li><p>Agile experience, preferred</p></li><li><p>Presentation experience to Executive and Senior Leadership, preferred</p></li><li><p>Financial services experience, preferred</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>We collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Data Analytics and Insights

<h3>Job Description:</h3><p>The Workplace Education Manager role focuses on consultation and execution to support our Workplace plan sponsor education needs, centered on the delivery of in person and virtual meetings. The Education Manager partners directly with plan sponsors, Fidelity relationship management teams, and presenters, to deliver detailed execution (coordination of educational meetings and campaigns), drive plan and participant satisfaction and facilitate positive outcomes.</p><h3>The Team</h3><p>This role supports the WI Educational Offerings in an effort to build, cultivate, and further develop lifetime relationships with our plan sponsors and participants. The educational strategies we support, bridge workplace investing and personal investing to deliver a comprehensive experience addressing the broader spectrum of savings, investing, and retirement needs.</p><h3>Role Responsibilities</h3><ul><li><p>Responds to client requests for investment education and provides additional consultation on client needs.</p></li><li><p>Uses consultative techniques to engage and partner with clients regarding more customized educational treatments across multiple delivery channels.</p></li><li><p>Proposes alternative solutions to balance client needs and objectives with internal business strategies</p></li><li><p>Drives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable services</p></li><li><p>Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations</p></li><li><p>Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes</p></li><li><p>Participates in additional department initiatives as needed</p></li></ul><h3>The Expertise You Have</h3><ul><li><p>BA/BS required</p></li><li><p>Experience in employee benefits communication and/or financial services preferred</p></li><li><p>3-5 years financial services</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You would possess strong customer service and interpersonal skills supported by specific working experience, which is needed given the relationships we have with our clients and internal partners.</p></li><li><p>You would have sound project management and problem resolution skills, with ability to complete and implement projects to completion.</p></li><li><p>A strong sense of personal responsibility for the quality of work, including accuracy,</p><p>reliability, and completeness, along with consistent responsiveness is a foundational requirement as it supports the brand of the team.</p></li><li><p>Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.</p></li><li><p>Ultimately you must be a contributing teammate who thrives in a team based environment.</p></li></ul><h3>The Value You Deliver</h3><p>Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity. Every interaction you have can deepen our existing client relationships, driving further client satisfaction. The effectiveness of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Workplace Education Manager

<p><strong>Talent Acquisition Consultant/ Recruiter&nbsp; &nbsp;</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>What will my role look like?</strong></p><p>As a Talent Acquisition Consultant, you will act as a strategic partner to drive the full life cycle of recruiting across specific functional areas. You will develop, direct, plan, and evaluate the external and internal recruitment activities to satisfy the organization's talent requirements. You are a relationship builder who will utilize extensive knowledge of your clients, industry benchmarking, best practices and knowledge of internal and external business issues to improve customer service.&nbsp;You will play a critical role in ensuring that we are hiring the talent needed for the future growth of our company.</p><p><strong>Talent Consultant Responsibilities</strong></p><ul><li>Proactively support broader recruitment strategy to help ensure delivery of qualified and diverse talent</li><li>Lead and own posting, screening, assessment, interview, offer and disposition process activities for the functional segment, ensuring outstanding candidate experience</li><li>Provide complete, accurate, and inspiring information to candidates about the company and position</li><li>Prepare candidates for their interview with National Life Group by providing detailed information on the company, business strategy, department background, job descriptions and expectation-setting</li><li>Lead and document post-interview debrief/feedback sessions with interview teams and candidates</li><li>In partnership with Hiring Leader and Head of Compensation, prepare offer letters and support offers of employment to selected candidates within the guidelines of National Life Group compensation and benefits policies</li><li>Work with Hiring Leaders to understand the business, meet hiring volumes and headcount goals, gather key input for candidate slates and provide feedback on candidates, influencing hiring decisions</li><li>Communicate proactively and in a timely manner with candidates, providing details on the selection process and Hiring Leader feedback</li><li>Lead virtual and in-person Hiring Leader Interview Training and ad hoc recruitment trainings</li><li>Use market intelligence and industry trends to develop, execute and assess online candidate search campaigns using a variety of internet search engines as a delivery vehicle to identify relevant prospects and produce quality candidates</li><li>Develop an effective pipeline of key talent potentially available for immediate hire as succession planning needs dictate</li><li>Help ensure company follows laws and regulations as it relates to online sourcing, recruiting and hiring practices</li><li>Report on effective recruiting trends and make recommendations based on recruiting data</li></ul><p><strong>Minimum Qualifications</strong></p><ul><li>A minimum of 4 years of full lifecycle, corporate recruiting or related experience, with at least 1 year of recruiting for senior level roles; preferably within a financial services organization</li><li>Bachelor’s degree from an accredited college/university or equivalent work experience</li><li>Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook</li><li>Experience with recruitment tools, technologies, and platforms such as UKG/Ultipro, Greenhouse, LinkedIn Recruiter, Talent Neuron, Predictive Index and/or others preferred</li><li>Ability to build positive relationships and collaborate with hiring leaders and candidates in an engaging and persuasive manner</li><li>Experience working in a compliance driven organization preferred</li><li>Behavioral based interviewing skills and national recruitment experience required</li></ul><ul><li>Must be able to manage competing demands while being extremely adaptable and flexible</li><li>Must be able to work in an in-office/hybrid environment</li><li>Excellent project management, writing and oral communication skills are required</li><li>Strong initiative and solid judgment abilities/skills</li><li>Experience in diversity recruitment preferred</li><li>Must have excellent professional presentation and interpersonal skills, and the ability to interact and engage all levels of management/leadership</li><li>Strong business acumen and organizational agility; critical thinker and results oriented</li><li>Must be able to pass a background check</li></ul><p><strong>What’s it like to work here?</strong></p><p>At National Life, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day.&nbsp; We believe that growth isn’t just about numbers, it's about keeping promises to our customers and each other.&nbsp; We see ourselves as “do gooders” who contribute to our company, our cause and our communities.&nbsp;</p><p>&nbsp;<strong>What You’ll Find at National Life Group:</strong></p><ul><li>Competitive pay and outstanding health, wellness and insurance benefits</li><li>401k employer match</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li><li>Onsite fitness centers at both our Vermont and Texas locations</li><li>Paid family leave</li></ul><p><strong>How You Show Up</strong></p><p>You’re a coach who knows how to guide others.&nbsp; You’re a good listener and an effective communicator who can execute, lead by example and add business value.</p><p>You want to part of a culture and a team where you have a voice, and you respect the voices of others.</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

962 Project Management / Professional Services Jobs