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Department: Information Technology
About Us:
Ballard Spahr is a renowned national law firm with more than 750 lawyers across 18 offices in the United States. A career at Ballard Spahr offers a diverse group of mentors, colleagues, friends, and strong leadership that provides support and encouragement for career growth.
Ballard Spahr is looking for a Project Manager responsible for scoping, planning, and executing projects within Ballard Spahr's Project Management Office (PMO). This individual will exercise discretion, build relationships, and develop plans while leading diverse project teams to achieve successful delivery. 
The selected individual will possess demonstrable proficiency in waterfall and some knowledge of agile concepts. This position involves building project charters, scoping custom and packaged vendor solutions (RFPs), developing all aspects of a project plan, managing project invoices and financials, managing resource commitments, and formally closing projects. The ability to understand each project's benefit, solution, technology, and activities while participating and contributing to the evolution of the PMO, including project intake, portfolio management, governance and communication, budgeting, financial management, and resource management with peer groups. This position is remote, and consideration will be given to those near the Philadelphia office or surrounding areas, with the expectation to work in the office as needed. Why Join Us? 
<ul>
<li>Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm's executive leadership.</li>
<li>Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.</li>
<li>Diversity, Equity, and Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.</li>
<li>Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.</li>
</ul>
 Your Role: 
As a Project Manager within our Information Technology-PMO, your responsibilities include, but are not limited to:
<ul>
<li>Drafting or assisting in drafting project charters, including problem statement, objectives/goals, solutions, justification/cost benefit, costs, and resources</li>
<li>Building project teams, which includes identifying team members for each required role within the project team, identifying roles and responsibilities, and building support and facilitating conflict resolutions where required</li>
<li>Facilitating solution selection, including the design of custom solutions and vendor-packaged RFPs; manages a solution evaluation plan to ensure expectations and communication are set and met</li>
<li>Timely project status reporting to key stakeholders and IT leadership, as well as presentation to firm leadership</li>
</ul>
 What We're Looking For: 
<ul>
<li>Growth Mindset: Self-motivated with a passion for growth and willing to stay updated with emerging technologies and industry trends, particularly in project management and generative.</li>
<li>Communication: Strong verbal and written communication skills. The ability to listen, understand information and ideas presented, while using analytical skills to interpret the issue at hand and develop applicable or appropriate recommendations and solutions.</li>
<li>Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.</li>
<li>Leadership: Ability to lead, drive, and support projects for successful business outcomes.</li>
</ul>
 Required Experience: 
Four plus years of project management experience and a bachelor's degree or equivalent in additional years of experience. Expertise in waterfall and understanding of concepts of agile, as well as experience with Requests for Proposals (RFPs) and delivery of vendor solutions. Experience with custom-built solutions, technologies, and integrations, as well as developing all elements of a project plan. Demonstrated skills in various software applications. Previous experience working in a law firm or legal environment is preferred. A Project Management Professional (PMP) certification, other certifications such as a Certified Scrum Master (SCM) and a Master's Degree are preferred. 
Ballard Spahr offers an excellent benefits package that includes medical, fertility benefits, travel and lodging expenses, prescription drug, dental, and vision coverage; life insurance, short and long-term disability; 401(k) retirement savings plan with a firm contribution and match; and a generous paid time off program. Additional benefits provided are health care and dependent care flexible spending accounts, and a health savings account; paid parental leave, firm subsidized emergency child and elder care services; family and medical leave; employee assistance program; and a pre-tax transportation program. The salary range for this position is from $120,000 - $130,000 depending upon experience and location. Ready to Grow with Us?
If you are ready to play a vital role in the Firm's success, we encourage you to apply and be a part of our commitment to excellence.
At Ballard Spahr, we believe that our skills, perspectives, and backgrounds drive innovation and excellence, while our unique culture fosters collaboration and success. Our culture of thriving together forms the cornerstone of how we deliver exceptional service and position our firm for a strong future. We welcome and encourage applicants from all backgrounds to apply.
Ballard Spahr is an equal opportunity employer. We offer equal consideration to all qualified applicants, regardless of race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.
The firm is not accepting resumes from search firms for this position.

Ballard Spahr LLP

Project Manager

Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeThe Salesmaster Coordinator will be responsible for managing and optimizing JCB’s CRM systems. They ensure customer data is accurately maintained, updated, and utilized effectively across sales, marketing, and customer service departments. The Salesmaster Coordinator plays an essential role in streamlining customer interactions, improving data quality, and enhancing overall business efficiency.Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Data Management: Ensure data integrity within the CRM system by implementing and maintaining data quality standards, performing regular audits, and overseeing data cleansing initiatives.</li><li>System Administration: Manage user accounts, security roles, and access permissions. Configure and customize CRM features to meet business needs and improve user experience.</li><li>Training and Support: Develop and deliver training programs for CRM users across the organization. Provide ongoing support and troubleshooting for CRM-related issues.</li><li>Process Optimization: Using CRM capabilities, identify opportunities to streamline business processes. Implement automation and workflow solutions to increase efficiency.</li><li>Reporting and Analytics: Create and maintain reports and dashboards to provide actionable insights to various stakeholders. Analyze CRM data to identify trends and opportunities for improvement.</li><li>Cross-functional Collaboration: Work closely with sales, marketing, and customer service teams to understand their CRM needs and ensure the system supports their objectives.</li><li>System Integration: Coordinate with IT and other departments to integrate CRM with other business systems, ensuring seamless data flow across the organization.</li></ul>Minimum Qualifications <ul><li>Degree in Business Administration, Information Technology or related field</li><li>1-2 years in similar role </li><li>Knowledge of CRM systems and related technologies</li><li>Ability to quickly learn and adapt to new software and updates</li><li>Experience in customer service, sales, or marketing </li><li>Strong Technical &amp; Communication Skills</li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proficient in Microsoft Office software </li><li>Comfortable in an in-person office environment</li><li>Technical competence is a plus</li><li>Must be customer service oriented, flexible, and have a high energy level</li><li>Must have excellent follow-through skills </li><li>Must have a professional, polished, and sophisticated demeanor and be comfortable in most social settings</li><li>Must be open to domestic and international travel</li><li>Desire and proven ability to learn and grow </li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp; Apply Now <h4>Other details</h4><ul><li> Job Family Administration/Support</li><li> Pay Type Salary</li></ul>

Salesmaster Coordinator

Position Announcement
Position Title: (Administrator) Site Coordinator, Full-Time at the Kingsport Instructional Service Center
The Tennessee College of Applied Technology Elizabethton is seeking a qualified and motivated individual to serve as the Site Coordinator for our Instructional Service Center in Kingsport. This full-time position plays a key role in the coordination, organization, and day-to-day operations of our Kingsport campus location. The Site Coordinator supports both the President and Vice Presidents in delivering essential academic, student services, and operational functions ensuring that the center operates efficiently and effectively.
Minimum Qualifications:
<ul>
<li>Associate degree required, bachelor’s degree or higher preferred.</li>
<li>Prior experience in secondary or post-secondary education settings.</li>
<li>Demonstrated excellence in communication and interpersonal skills.</li>
<li>Advanced computer proficiency: experience with Microsoft Office and student information systems strongly preferred.</li>
<li>Proven ability to lead, plan, and prioritize multiple projects.</li>
<li>Self-motivated with the ability to work both independently and collaboratively.</li>
<li>Highly detailed and results oriented.</li>
</ul>
General Duties:
<ul>
<li>Serve as a member of the institutional leadership team.</li>
<li>Ensure the Instructional Service Center is open and operational during appropriate hours.</li>
<li>Coordinate maintenance and security needs of the facility.&nbsp;</li>
<li>Act as the primary point of contact for all operations.</li>
<li>Assist with key administrative services including admissions, advising, registration, financial aid, and business office functions.</li>
<li>Oversee the operations of the Foundations of Technology lab.</li>
<li>Provide individual and group academic advising, including guidance on attendance and conduct when necessary.</li>
<li>Act as the primary point of contact for site-based emergencies.</li>
<li>Prepare and assist with institutional reports as needed.</li>
<li>Support local high school dual enrollment functions as needed.</li>
<li>Supervise personnel, including faculty, to support efficient daily operations</li>
<li>Perform additional duties assigned to support the campus and institutional mission.</li>
</ul>
Key Competencies &amp; Abilities:
<ul>
<li>Exceptional customer service.</li>
<li>Excellent oral and written communication skills with the ability to communicate sensitive information confidentially and clearly.</li>
<li>Creative problem-solving skills.</li>
<li>Strong attention to detail, accuracy, and ability to manage a heavy workload.</li>
<li>Familiarity with academic environments and administrative policies and procedures.</li>
<li>Superior organizational skills and the ability to prioritize and manage multiple complex tasks.</li>
</ul>
Salary: Commensurate with Tennessee College of Applied Technology salary guidelines.
Working Conditions: 
<ul>
<li>Use of a computer</li>
<li>Normal standing, sitting, and walking</li>
<li>Ability to lift up to 50 pounds, stoop, stand and work, with or without accommodation to demonstrate and perform work-based projects</li>
<li>Operating a motor vehicle to travel within the college service area and beyond as needed.</li>
</ul>
Application &amp; Resume Submission:
Qualified applicants should submit a cover letter, resume, transcripts, applicable certifications and an online application: <a href="https://tcatelizabethton.edu/about/jobs-and-employment" target="_blank">https://tcatelizabethton.edu/about/jobs-and-employment</a>. Applications will be accepted until the position is filled.
Background Check Requirement:
Employment is contingent upon the successful completion of a background check. This may include verification of employment history, education, criminal records, and other relevant factors in accordance with institutional policy and applicable laws.
NOTICE OF NON-DISCRIMINATION: The Tennessee College of Applied Technology Elizabethton
does not discriminate on the basis of race, color, religion, creed, ethnicity or national origin, sex,
disability, age status as a protected veteran or any other class protected by Federal or State laws and
regulations and by Tennessee Board of Regents policies with respect to employment, programs, and
activities. The following person has been designated to handle inquiries regarding nondiscrimination
policies: <a href="mailto:crystal.fink@tcatelizabethton.edu" target="_blank">crystal.fink@tcatelizabethton.edu</a>.

Motlow State Community College


      Site Coordinator Kingsport
    

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference. We offer team members: <ul><li>Careers with purpose</li><li>Teamwork environment</li><li>Amazing 401K Retirement Plan</li><li>Envision Paid Life Insurance</li><li>Medical, Dental, Vision, FSA Plans</li><li>10 Paid Holidays</li><li>PTO &amp; Vacation</li><li>Tuition Reimbursement</li></ul> POSITION SUMMARY The Inside Sales Coordinator serves as a vital link between the sales team, clients, and internal departments to ensure seamless sales operations and exceptional customer service. This role involves managing sales inquiries, coordinating with customers, and supporting the sales team to achieve revenue and growth objectives. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE Sales Support <ul><li>Handle inbound sales inquiries via phone, email, and online platforms, providing accurate product and service information.</li><li>Prepare and send quotations, proposals, and sales agreements.</li><li>Coordinate with the sales team to qualify leads and ensure timely follow-ups.</li><li>Track sales orders, ensuring accuracy and timely delivery to clients.</li><li>Maintain and update customer records in CRM systems.</li></ul> Customer Relationship Management <ul><li>Build and maintain strong relationships with new and existing clients.</li><li>Address customer inquiries, resolve complaints, and provide after-sales support.</li><li>Identify customer needs and recommend appropriate products or services.</li></ul> Coordination and Reporting <ul><li>Collaborate with logistics, finance, and operations teams to ensure smooth order processing and fulfillment.</li><li>Monitor and report on sales performance metrics, including pipeline activity, sales trends, and customer feedback.</li><li>Assist in the preparation of sales forecasts and budgets.</li></ul> Administrative Tasks <ul><li>Schedule and organize meetings, presentations, and training sessions for the sales team.</li><li>Ensure all sales documentation and files are up-to-date and compliant with company policies.</li><li>Support marketing campaigns by coordinating leads and tracking campaign performance.</li><li>Flexibility to perform other job duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: <ul><li>High school diploma or GED equivalent required </li><li>Bachelor’s degree in business administration, marketing or related field preferred; however, a combination of education and experience wherein the skills and abilities to perform the responsibilities and functions have been adequately demonstrated is acceptable.</li></ul> Desired Experience: &nbsp; <ul><li>2+ years of experience in inside sales, sales coordination, or customer service.</li></ul> Knowledge/Skills: <ul><li>Proficiency in CRM software (e.g., Pipe Drive, Salesforce, HubSpot).</li><li>Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).</li><li>Familiarity with ERP systems is a plus.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and multitasking abilities.</li><li>Detail-oriented with a focus on accuracy and efficiency.</li><li>Ability to work independently and as part of a team.</li><li>Sales-oriented mindset with a focus on customer satisfaction.</li><li>Ability to handle high-pressure situations with professionalism.</li><li>Analytical and problem-solving skills to address client needs effectively.</li></ul> Licenses/Certifications: &nbsp;N/A SUPERVISORY RESPONSIBILITIES Total Number of Employees Directly Supervising: &nbsp;&nbsp;0&nbsp; Number of Subordinate Supervisors Reporting to Position: 0&nbsp;&nbsp;&nbsp;&nbsp; VISION REQUIREMENTS INCLUDE Can be performed with or without assistive technology: &nbsp;X Required to perform activities such as preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact. ___Required to perform activities such as operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery. ___&nbsp;&nbsp;&nbsp;&nbsp; Required to review/inspect own assigned work, the work of others, or facilities or structures. Requires normal (or corrected to normal) vision/acuity: ___&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. COMMENTS Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.This position description is intended to convey generally the duties of this job.&nbsp; It is not an all-inclusive listing of duties, and it is not a contract, expressed or implied. “We aspire to be a world-class, recognized leader in the blind and low vision field, leading with employment and rehabilitation, through collaboration for the benefit of our employees, our partners, our community, and our industry.” “To improve the quality of life and provide inspiration and opportunity for people who are blind or visually impaired through employment, outreach, rehabilitation, education and research.”&nbsp; Envisions Core Values are the authentic, unwavering principals that define and support our culture.&nbsp; &nbsp; <ul><li>Integrity&nbsp;</li><li>Curiosity&nbsp;</li><li>Passion</li><li>Initiative</li><li>Teamwork</li><li>Excellence&nbsp;</li></ul> PHYSICAL REQUIREMENTS INCLUDE In an average workday, employee must: Task None Occasional Frequent Constant Stand x Walk x Sit x Bend/stoop x Climb x Reach above shoulders x Squat/crouch/kneel x Push/pull x Lift x Usual amount 11-25 lbs. Carry x Usual amount 11-25 lbs. Employee must use hands for repetitive action such as: Task Right Hand Left Hand Simple grasping Yes Yes Firm grasping Yes Yes Fine manipulation No No WORKING CONDITIONS INCLUDE In an average workday, employee is exposed to: Task None Occasional Frequent Constant General shop or store conditions x General office environment x Humid, extreme hot/cold temps (non-weather) x Outdoor weather conditions x Fumes or airborne particles x Fluorescent lights x Moving, mechanical parts x Toxic chemicals x Loud noise intensity levels x Risk of electrical shock x Travel for job x

Envision

Coordinator, Inside Sales

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - San Jose, CA

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Branch Leader - Sugar Land, TX

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - North LaSalle, IL

<h3>Job Description:</h3>Senior Advisor, Asset Management Compliance Center of ExcellenceAsset Management Compliance ('AMC') works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.The RoleAs a Senior Advisor in the AMC Initiatives Management Center of Excellence you will assess the impacts of new products, investment capabilities, and regulatory changes to the AMC operating model. You will build, lead, and support implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity. The Center of Excellence Senior Advisor will design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.In this role, you will lead or support a variety of initiatives with a focus on Asset Management high growth areas, such as, alternative products or digital assets. You will build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners. The Expertise You Have<ul><li>Bachelor’s degree or equivalent</li><li>At least six years financial services experience with a preference for a background in compliance, legal and/or regulatory experience. </li><li>Working knowledge of alternative investment strategies is a plus.</li><li>An understanding of asset management laws and regulations, including investment company, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments.</li><li>Experience and technical expertise with practices that pertain to the asset management industry, including the investment process, derivatives and other instrument types, disclosure practices, trading and allocation issues, fund treasury and accounting matters, transfer agent, distribution, and custodial practices.</li><li>An understanding of compliance programs, including compliance policies and procedures, control frameworks, and risk assessments, with an approach to evaluate opportunities for improvements.</li></ul>The Skills Your Bring<ul><li>Outstanding organizational skills, including working on project teams while also contributing individual work.</li><li>Strong communication, presentation, and relationship management skills</li><li>Excellent interpersonal skills and the ability to work collaboratively across functions.</li><li>Strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail</li><li>Ability to understand complex issues and regulatory requirements and to provide clear and concise explanations in written and verbal communications.</li></ul><h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Advisor, Asset Management Compliance

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Los Gatos, CA

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul>How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!This position will be based in the Biltmore Investor Center in Arizona.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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