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<h3>Job Description:</h3><p><strong>The Department</strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 35 years, SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over to $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the SAI team of investment professionals constructs and manages asset allocation portfolios for more than 3.5 million customer accounts.</p><p><strong>The Role </strong></p><p>We’re seeking a Quantitative Analyst to join our Private Markets Investment Team. In this role, you will support our expanding private market offerings by developing quantitative models and data-driven analyses that inform the management of private asset funds.</p><p>You’ll collaborate within the investment organization to support our growing private market strategies. Projects will focus on liquidity management, portfolio construction, and risk modeling, employing large-scale datasets and statistical techniques to enhance decision-making.</p><p>Ideal candidates are intellectually curious, collaborative, and skilled in quantitative modeling, programming, and financial analytics. You should be able to translate investment needs into clear, actionable projects and communicate ideas effectively to diverse audiences.</p><p>This is a dynamic opportunity within a rapidly expanding business, suited for someone with an entrepreneurial attitude.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>Working within the private markets investment team, you will develop quantitative models and analytical tools to support portfolio construction and investment decisions for SAI’s private market funds. Your work will directly contribute to enhancing risk-adjusted performance across private equity, private credit, and private real assets. Key responsibilities</p><ul><li>Build and maintain cash flow forecasting models at fund and security levels across private asset classes.</li><li>Design liquidity management frameworks to optimize capital calls, distributions, deal flow, and credit line usage.</li><li>Create rebalancing strategies that account for liquidity constraints, fund schedules, and client fairness.</li><li>Provide rebalancing guidance under varying market conditions, including DIY investor support.</li><li>Enhance and integrate private asset risk models into enterprise systems; validate against third-party models.</li><li>Conduct custom risk analyses (e.g., stress tests, scenario analysis) to inform investment decisions.</li><li>Contribute to the design of a private asset risk framework and its impact on portfolio construction.</li></ul><p><strong>Qualifications</strong></p><ul><li>5+ years of experience in quantitative investment research (e.g. portfolio optimization, portfolio construction, and risk modeling) roles, specifically for a multi asset class investment processes.</li><li>Quantitative research experience in private markets is a plus.</li><li>Demonstrated ability to conduct independent empirical research and a willingness to identify and present new research ideas.</li><li>Graduate degree in a related field (Finance, Engineering, Statistics, Mathematics, etc.) preferred</li><li>CFA or CAIA is a plus.</li></ul>The base salary range for this position is $150,000 - $250,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Fidelity Investments

Quantitative Analyst – Private Assets

<h3>Job Description:</h3><p>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.</p><p>The <strong>Expertise</strong> We’re Looking For</p><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><p>The <strong>Purpose</strong> of Your Role</p><p>Our 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.</p><p>The <strong>Skills</strong> You Bring</p><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><p>The <strong>Value</strong> You Deliver</p><p>You 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.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You 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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Branch Leader - Greenwich, CT

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Burlingame, CA

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

VP, Regional Planning Consultant -Palo Alto/ Burlingame, CA

<p>SUMMARY</p><p>The <strong>Clinical Research Coordinator</strong> (CRC) is responsible for the coordination of daily clinical trial activities. USRC has a research Partnership with the principal investigator (PI) and their physician practice. The local oversight and direction for activities related to the conduct of the clinical research is directed by the PI. The CRC will work collaboratively with the principal investigator (PI), the Sr. Clinical Research Coordinator (SCRC), the clinical site, sponsor(s), clinical research organization(s) (CROs), institutional review boards (IRBs), and study participants to ensure Execution of the clinical trial in accordance with the Study Protocol, the Food and Drug Administration (FDA), International Council for Harmonization of Technical Requirements for Pharmaceuticals for Human Use (ICH) and applicable state and local regulations. The CRC will assist the PI in protecting the rights, safety and welfare of all study participants.</p><p>Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.</p><ul><li>Coordinate all aspects of participant care from screening through study completion as defined by the protocol and PI delegation.</li><li>Ensure and document that the informed consent process has occurred properly according to the Code of Federal Regulations (45 CFR part 46).</li><li>Assist in the process of maintaining and updating each study participant's source records, including collection of medical history, assessment of eligibility and documentation of all study related procedures and relevant information.</li><li>Promptly report adverse events, protocol deviations and unanticipated problems involving risk to human subjects or others to the PI, the Sponsor, the IRB and in accordance with the Federal Code of Regulations (21 CFR 312), with assistance as applicable.</li><li>Ensure thorough, individualized, protocol-based study subject education on all study processes including but not limited to informed consent, study participation obligations, appropriate use of investigational product (IP), IP side effects and safety, communication with study staff and research rights.</li><li>Provide timely and accurate exchange of participant information with the PI and research team as it pertains to study conduct and patient safety.</li><li>Adhere to the Health Insurance Portability and Accountability Act (HIPAA Privacy Rule) and protect participant confidentiality at all times.</li><li>Dispense, administer and instruct participants on proper use of the investigational product (IP) in accordance with the protocol, coordinator's scope of practice and at the direction of the PI, with assistance as needed.</li><li>Collaborate with the USRC clinical team. Participate in trial implementation, and ensure compliance with the study protocol by our clinical partners, with assistance as needed.</li><li>Perform accurate and timely data collection, source documentation, and entry into the USRC databases and sponsor Case Report Forms (CRFs)/ interactive web response systems (IWRS). Address queries and sponsor requests in a timely manner.</li><li>Aid in the coordination of long-term storage of research records in accordance with contractual requirements, with direction from the Director of Clinical Research.</li><li>Assist in the preparation of and attendance during site initiation meetings, monitoring visits, audit visits or regulatory authority inspections.</li><li>Responsible for the preparation and ongoing maintenance of Essential Documents (The Trial Master File). This includes those documents that will allow for the evaluation of the clinical trial and demonstrate compliance of the sponsor and PI with the study protocol and GCP. (Including but not limited to: Form FDA 1572, financial disclosures, laboratory certifications, protocol, investigator brochure, institutional review board (IRB) related documents, IND reports delegation of authority (DOA), study specific enrollment logs, monitoring reports, with assistance as needed.</li><li>Assists in the coordination of efforts of internal and external resources (industry partners, clinical research organizations) to ensure efficient trial selection, proper patient recruitment, achieving target enrollment goals and trial plan execution.</li><li>Fosters a patient-care culture that emphasizes patient safety and quality in all aspects.</li><li>Responsible for the patient stipend automated payment process including registration into the system and processing payments per the USRC policy and ongoing maintenance of payments during the trial.</li><li>Adheres to the USRC Research quality assurance program guidelines.</li><li>Travel to Investigator Meetings or similar research related meetings is required.</li><li>Travel may be required between dialysis facilities or nephrology practices within the community.</li><li>Develops a working knowledge of current clinical research practice standards and regulatory requirements. For example, but not limited to; (FDA Federal Code of Regulations Good Clinical Practice (GCP), Health Insurance Portability and Accountability Act (HIPPA), International Air and Transportation Association (IATA) - Shipping of Dangerous Goods. Maintains their industry standard licensures and certifications.</li><li>May provide training and oversight of Clinical Research Coordinators and/or Research Assistants.</li><li>Actively promotes GUEST customer service standards; develop effective relationships at all levels of the organization.</li><li> Participate in team concepts and promote a team effort; perform duties in accordance with company policies and procedures.</li><li> Participate in staff meetings as required.</li><li>Regular and reliable attendance is required for the job.</li><li>Actively promotes GUEST customer service standards; develops effective relationships at all levels of the organization.</li><li>Participates in team concepts and promote a team effort; performs duties in accordance with company policies and procedures.</li><li>Regular and reliable attendance is required for the job.</li></ul><br>

U.S. Renal Care

Clinical Research Coordinator San Antonio

<p>Alvernia University’s ACBSP-accredited Header School of Business invites applications for a full-time, tenure-track Assistant Professor of Sport Management position beginning August 2026.&nbsp;</p><p>Required Qualifications:&nbsp;</p><p>A Ph.D. in Sport Management or a closely related field from an accredited institution is required. Prior teaching experience is preferred. Successful candidates will demonstrate:&nbsp;</p><ul><li>A commitment to excellence in teaching and student engagement.</li><li>The ability to integrate diverse pedagogical approaches across varied learning environments.</li><li>A defined research agenda and a commitment to service within the university and broader community.</li></ul><p>About the School:&nbsp;</p><p>The Header School of Business, located in Alvernia’s state-of-the-art Reading CollegeTowne facility, offers technology-driven classrooms, a business lab equipped with Bloomberg Terminals, and opportunities for collaboration through the O’Pake Institute for Entrepreneurship and Economic Development. We support scholar-practitioners who engage in applied research and experiential learning that connects theory with practice.&nbsp;</p><p>As an ACBSP-accredited institution, Alvernia seeks candidates who bring both academic credentials and relevant business experience to ensure a balanced integration of theory, practice, and scholarship that advances program goals and outcomes.&nbsp;</p><p>Teaching Responsibilities:&nbsp;</p><p>Teaching assignments may include:&nbsp;</p><ul><li>Undergraduate, graduate, and accelerated adult courses.</li><li>Off-site corporate education and online or hybrid delivery formats.</li></ul><p>Candidates are expected to incorporate high-impact teaching practices, including service learning, experiential learning, action research, and innovative pedagogy.&nbsp;</p><p>About Alvernia University:&nbsp;</p><p>Alvernia is pursuing a bold vision to redefine itself as a 21st-century modern regional university, emphasizing:&nbsp;</p><ul><li>Growth in business programs and enrollment.</li><li>International student engagement.</li><li>Community partnerships, entrepreneurship, and economic development.</li></ul><p>We seek faculty who are thoughtful, creative, and adaptable—educators who will contribute meaningfully to Alvernia’s dynamic environment.&nbsp;</p><p>Commitment to Mission and Values:&nbsp;</p><p>All Alvernia employees are expected to uphold Franciscan ideals and advance the University’s mission through service, respect, intellectual curiosity, innovation, and accountability. We are committed to creating a diverse and inclusive community and strongly encourage applications from women and underrepresented minorities.&nbsp;</p><p>Application Process:&nbsp;</p><p>Applicants should submit the following materials:&nbsp;</p><ul><li>Letter of application</li><li>Curriculum vitae</li><li>Teaching philosophy statement</li><li>Research statement</li><li>Official transcripts</li><li>Three letters of recommendation</li></ul><p>Review of applications will begin immediately and continue on a rolling basis until the position is filled.&nbsp;</p><p>Alvernia University is an equal opportunity employer committed to Franciscan values and to achieving excellence through diversity and inclusion.&nbsp;</p>

Alvernia University

Assistant Professor of Sport Management, Tenure-Track Position

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

Financial Consultant - Novi, MI

<p><b>About Us:</b></p><p><br>Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp;</p><p><br>We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;</p><p><b>JOB SUMMARY:</b></p>Serves in a consulting role by evaluating the work of client’s coders in their assignment of ICD-10, CPT and/or HCPCS codes to hospital inpatient, outpatient and/or physician practice encounters.&nbsp; Performs concurrent or retrospective reviews to inventory code assignments and report the data to the client.&nbsp; Develops and delivers educational content to clients related to audit findings.<br><br>This position requires experience in Inpatient (facility) auditing and education - must develop and present educational materials for coders and providers <br><br>Experience with MS-DRG and PCS review, POA, query opportunities, principal and secondary diagnosis assignment<br><br>Fully remote - FT 40 hrs/week - Monday through Friday<p><b>ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp;</b><br><b>Note: </b>The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.</p>Essential Functions:                                                                                                                                                                                                                                                                                                                                             Perform complex, concurrent and/or retrospective analysis of medical record documentation to Validate coded data as recognized by the AHA, CMS, AMA, AHIMA, AAPC, Coding Clinic, and CPT Assistant. Analyze findings and identify potential root causes of produced errors.  Prepare summary reports of findings to clients, supplying specific references supporting findings contained within the provided audit report. Provides second-level review of processes to ensure compliance with legal and procedural policies and to ensure appropriate code assignments. Research, analyze, and respond to inquiries regarding compliance, coding, and denials.  In all situations, protect the privacy and confidentiality of patient health and client information, and follow the Standards of Ethical Coding as set forth by AHIMA and adhere to official coding guidelines and compliance practices, standards, and procedures. Functions as a member of the Consulting Services Team which develop and provide coding education to clients. Conduct Audits as assigned meeting the productivity standards as set by record type for each audit.  The threshold for billable productive hours, when client work is available, is expected to be at or above 80%.    Prepare deliverables for the client as required for the audit scope while meeting timelines. Conduct independent QA of their assigned audit results prior to final submission for QA review and approval. The minimum accuracy expectation is 95%. Report work time and work products in a timely and accurate manner. Communicates with coworkers in an open and respectful manner that promotes teamwork and knowledge sharing. Interact with clients in a professional manner that, always, exhibits excellent relationships, work performance and communication skill so as to support the company and its business interests. Provide schedule of planned work activities, events and sites, and any changes to same, to Management and appropriate staff. Maintenance of professional credentials and knowledge of coding, reimbursement, and compliance issues through continuing education. Periodic travel, as applicable. Other duties and responsibilities, as assigned.Knowledge, Skills &amp; Abilities:&nbsp; Recognized credential from AHIMA or AAPC. Experience with telecommuting and electronic medical record systems required.  Strong analytical skills. Proficient computer skills, specifically Microsoft Office products. Strong team player. Ability to work with multiple and diverse clients and projects. Ability to work with minimal supervision. Ability to maintain and access multiple files. Assure that work product is completed with high levels of accuracy and attention to detail. 5+ years’ experience coding and/or auditing in an acute care facility or clinic, of patient types listed in the Job Summary of this document, or other relevant experience.<p><b>PHYSICAL DEMANDS:</b><br><b>Note:</b> Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.<br>A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.</p>

CorroHealth

Auditing & Education Consultant - Inpatient

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>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. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>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><p>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.</p><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><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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