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<h3>Job Description:</h3>The RoleAs a Vice President, Strategic Tech Consultant, you will join Fidelity Institutional’s (FI) Consulting team and play a leadership role in delivering insights to our largest and most sophisticated clients and prospects with a focus on all technology aspects of running a wealth management business – technology strategy planning, operations, emerging trends, digital transformation, as well as expertise as it relates to infrastructure and risk management. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale &amp; efficiency, enhancing customer experience, and delivering insights that help drive confidence, clarity, and results.This role will contribute to our success by developing relationships across client leadership and with other industry centers of influence. You will represent our offering as an ambassador in the industry - best practices, insights, and resources. The role requires a standout colleague who can engage with our largest firms and executive audiences, ultimately providing an outstanding experience to our clients and business partners.The Expertise and Skills You Bring <ul><li>Bachelor Degree Required</li><li>15+ years of technology experience within the financial services industry</li><li>Series 7 &amp; 63 required or obtained within 90 days</li><li>Outstanding senior leadership communication and ability to influence c-suite level</li><li>Proven analytical, strategic-thinking, and critical problem-solving skills</li><li>Experience in working with clients to develop an enterprise technology strategy</li><li>Passionate technology advocate with proven track record of being an innovative technology thought leader</li><li>Strong drive and ability to take initiative</li><li>Ability to travel 50%</li><li>Consistent record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.</li><li>Demonstrated success in consulting with executive leadership at intermediary clients and driving action from recommendations.</li><li>Contribute to the development of the strategic roadmap by providing key inputs based on observations in the areas of competition, prospect/client needs, and market evolution</li><li>Develop and maintain strong client relationships across multiple client constituencies including marketing, relationship management, technology, product and CE.</li><li>Outstanding collaborative and team skills, contributing to the team’s collective knowledge and success</li><li>Skilled in establishing relationships with peers and executives in a variety of capacities</li><li>Working with the largest RIA and Broker Dealer clients to drive their economic contribution to Fidelity; including providing leadership &amp; support for competitive asset opportunities</li><li>Acting as a leader and subject matter authority, directly engaging to help clients achieve their goals</li><li>Identifying Fidelity solutions that meet clients and prospective clients’ needs</li><li>Partnering with Relationship Management and Sales, as well as internal business partners to identify key considerations and solutions that move clients toward achieving their goals</li><li>Maintaining extensive knowledge of Fidelity’s products and solutions and the FI platform, as well as our competitive position within the marketplace</li><li>Building and delivering clear, concise and insightful presentations to wealth management firms’ C-suites and Fidelity senior management teams</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamFidelity Institutional Wealth Management Services (IWMS) offers clearing, custody, investment products, brokerage and trading services to a broad range of financial intermediary firms. More than 13,000 financial advisory firms rely on our innovative technology and deep expertise to help more than 8 million accounts make some of the most sophisticated, important decisions of their lives. Fidelity’s Institutional Wealth Management Services goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results. The consulting team works closely with the sales and relationship management teams, technology groups, as well as internal business partners within FI. Our organization allows you to use your technology expertise and have a tremendous impact on clients and on the FI organization. We are a highly collaborative, close-knit group which thrives off providing solutions that meet our clients’ sophisticated requirements. The base salary range for this position is $123,000-$207,000 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.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.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>Product Management

Fidelity Investments

Vice President, Strategic Tech Consultant

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

Financial Consultant - Ft. Myers, FL

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - North LaSalle, IL

<h3>Job Description:</h3>Job Description: Do you want to work with a team that helps understand how customers interact with Fidelity to drive better experiences and outcomes? Are you known for creating compelling, actionable insights with your data and analytic skills? Come join a world-class analytics team and work in an agile way to help power Fidelity forward with the best experiences in the Financial Services industry! The Team The Customer Knowledge &amp; Strategic Insights (CKSI) group within Wealth organization is an organization with a mission to drive client and business value using data, analytics and customer research. The work we do uses the wealth of its data to enable algorithms, analyses, and data products, resulting in transformed customer experiences and better strategic business decisions. As a member of the CKSI analytics chapter, you will be part of an agile team focused on helping enable business applications, customer insights and research with data platform. Your Role As the Director, Analytics &amp; Insights you will work on an agile team focused on helping understand how internal business partners use data in various applications, gather requirements for engineering teams, conduct analytics and develop insights to inform key decisions. In addition, you will power the team with key insights, create self-service analytic tools, and facilitate learning through experimentation. The Expertise We’re Looking For <ul><li>10+ years of demonstrated experience in data and analytics </li></ul><ul><li>Strong business acumen and uncanny ability to serve as a translator between business and technology. </li></ul><ul><li>Proven ability to lead projects, rallying collaborators from other organizations and getting to the heart of business problems. </li></ul><ul><li>Experience with Snowflake/AWS cloud platforms. </li></ul><ul><li>Naturally collaborative with experience working in an Agile environment, including with remote teams, both on and offshore. </li></ul><ul><li>Excellent written, oral communication, project management and presentation skills, and the ability to present complex data and statistics in a simple and clear way </li></ul><ul><li>You bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with. </li></ul><ul><li>You are intellectually curious, always eager to learn new skills and share the knowledge with others. </li></ul><ul><li>You bring a data-driven approach to decision making. </li></ul><ul><li>You demonstrate a mix of analytics and technical skills - SQL, any programming language and/or Data Visualization tools. </li></ul><ul><li>You have extensive experience in partnering with key stakeholders to understand their business needs and delivering self-service solutions to exceed their expectations. </li></ul>The Skills You Bring <ul><li>Analytic expertise working with structured and unstructured data to identify key insights </li></ul><ul><li>Critical thinking and intellectual curiosity with desire to continuously learn new skills </li></ul><ul><li>Collaborator and are able to build and establish strong partnerships at all levels. </li></ul><ul><li>Hard-working, passionate teammate who thrives in an agile environment </li></ul><ul><li>Have fun at work and foster team connectiveness </li></ul>The Value You Deliver <ul><li>You enable the team to consistently enhance data platform and products. </li></ul><ul><li>As a continuous learner, you’ll stay abreast of the latest innovations across analytics, data science and machine learning, proactively developing your analytical skills to maintain your world-class expertise. </li></ul><ul><li>You’ll collaborate effectively with team members across the globe. </li></ul><ul><li>Working across Fidelity, you will help shape Snowflake platform to meet the needs for our customers along with your fellow analysts and product owners. </li></ul><ul><li>You drive continuous improvement in business process automation and self-service dashboard. </li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.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.

Director, Advanced Data Analytics and Insights

<h3>Job Description:</h3>The GroupHeadquartered in Boston, the High Income &amp; Alternatives division manages approximately $125B in assets under management (AUM). The group’s investments span “across the capital structure,” including high-yield bonds, leveraged loans, convertible bonds, alternative credit, structured credit, and equities. Fundamental research forms the backbone of the group’s investment process.The Real Estate Debt group is part of the High Income &amp; Alternatives division and manages approximately $10B in AUM. The group manages funds and separately managed accounts that invest in common stock, preferred stock, bonds, loans, private real estate debt and commercial mortgage-backed securities on behalf of retail and institutional investors.The RoleWe are hiring for an originator based in the Western U.S. to support our growing pipeline in that region. Reporting to the Managing Director of Research, the originator will have direct responsibility for sourcing and executing on high yielding loans secured by commercial real estate. Primary responsibilities include sourcing, underwriting, and negotiating subordinate debt. Prospective candidates should have prior experience in all facets of commercial real estate lending including upfront collateral analysis, loan structuring and closing and ongoing asset management. Familiarity with all the major real estate asset classes is preferred. The role requires a deep understanding of structured finance transactions, specifically mezzanine loan and preferred equity structures and the related documentation.The Value You Deliver<ul><li>Grow and maintain a network of origination partners and deal sponsors (owner/operators, sponsors/developers, private lenders, investment bankers, brokers, asset managers) to facilitate a steady flow of investment opportunities</li><li>Help with the collection and analysis of market data</li><li>Assess credit risk associated with commercial real estate assets</li><li>Appropriately determine real estate collateral values</li><li>Negotiate term sheets and loan documentation</li></ul>The Expertise and Skills You BringWe are seeking candidates who have the following characteristics:<ul><li>7+ years of relevant real estate investment experience, including at least 4 years of real estate loan origination experience</li><li>Strong origination partner and deal sponsor relationships</li><li>Excellent written and verbal communication skills</li><li>Strong financial analytical skills</li><li>Comfortable collaborating within a team, but also able to work independently and drive new lending opportunities</li><li>Strong work ethic and ability to meet time sensitive deadlines</li><li>Willingness to travel</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Director, Real Estate Debt Originations

<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’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.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.

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>The Role As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.<ul><li>Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.</li><li>Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.</li><li>Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement</li><li>Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.</li><li>Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.</li><li>Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).</li><li>Sign documents on behalf of FMTC and Fidelity Workplace Services.</li><li>Participate in process improvement and companywide initiatives.</li></ul><h3>The Expertise and Skills You Bring </h3><ul><li>Previous Defined Contribution retirement plan experience preferred.</li><li>Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.</li><li>College Degree or equivalent experience preferred.</li><li>CPA, CEBS, ERPA or ASPPA designation(s), a plus.</li><li>Strong contract negotiation skills: ability to articulate a point of view in a compelling &amp; succinct manner</li><li>Excellent written and verbal communication skills</li><li>Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC</li><li>Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion</li><li>Demonstrated problem solving and client management abilities</li><li>Possess the ability to apply learning and comprehend and explain technical concepts</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>We are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.<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.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.

Plan Consultant

<h3>Job Description:</h3>Are you passionate about leveraging varied analytical techniques and using myriad data sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) to improve product offerings? Are you ready to drive rapid experiments &amp; strategic insights to optimize every aspect of customer experience?If yes, we want you to join our upbeat and hardworking team and make a real-world difference for Fidelity’s customers.<h3>The Team</h3>We are looking for an accomplished analytics professional to be a creative and collaborative team member, helping develop and drive strategic analytical initiatives. As an indispensable member of CKSI, you'll be embedded in a business unit and will be a part of an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, and data science, partnering to optimize and personalize the Fidelity experience.The team will look up to you as a senior subject matter authority in analytics &amp; insights.<h3>The Expertise We’re Looking For</h3><ul><li>5 + years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and techniques, such as SQL, Qlik/Tableau, Python, R, etc.</li><li>Experience with big data technologies / languages such as Snowflake, Hadoop, Apache Pig, Hive is required</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus.</li><li>Graduate degree in a quantitative / technical field such as Engineering, Economics, Statistics. MBA or MS degree a plus</li></ul><h3>The Skills You Bring</h3><ul><li>A passionate can-do attitude to your work.</li><li>You are committed to cross-functional collaboration to achieve the best results for Fidelity and for our customers.</li><li>Demonstrating a versatile mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Tremendous intellectually curious, taking the initiative to learn new skills and share that knowledge with others.</li><li>Bringing a data-driven approach to decision making through experimental design and practical application</li></ul><h3>The Value You Deliver</h3><ul><li>Your analytical insights will inform business decisions and drive the actions of customer experience and product development teams</li><li>Supporting democratization of data among business partners and creating self-serve data visualization tools that enable business decision making</li><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.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.

Senior Manager, Advanced Data Analytics and Insights

Cascade Bridge, LLC, is seeking a Project Engineer to start on a project in Ridgefield, Washington We hire for the long-term and not for one job only. There is opportunity for growth and advancement with-in the company.Founded in 2001, Cascade Bridge, LLC is a leading Pacific Northwest Heavy Highway General Contractor that specializes in bridge construction and rehabilitation. Our typical project size is $5 million to $30 million, we self-perform many scopes of work including; pile-driving, structural concrete, precast concrete and steel girder erection, and cast-in-place concrete retaining walls. Please visit our website for additional information on the work we build.Responsibilities:The Project Engineer assists the Project Manager and Project Superintendent in the administration of project controls in the field such as; project submittals and RFI's, change order processing, tracking and reporting quantities, assisting trade labor with technical interpretation of project requirements, survey and layout, coordination of subcontractors/vendors/suppliers, project schedule updates, and safety/environmental compliance.Qualifications:<ul><li>The candidate must have a degree in Construction Engineering Management or Civil Engineering; or in lieu of a degree, a minimum of 4+ years of project engineering experience.</li><li>The candidate should have the ability to take on challenges, adapt to changing conditions, and manage multiple priorities independently.</li><li>Sound economic-thinking, analytical, and problem-solving skills with the ability to make informed and logical decisions.</li><li>Working knowledge of computers and experience with Microsoft Word and Excel.</li><li>Strong interpersonal, written, and verbal communication skills.</li><li>Have the ability to work independently as well as part of a team.</li><li>This position requires travel and/or moving to the project location for the length of the project.</li></ul>We provide industry-leading compensation, and a complete benefits package. The salary range for this position is $75,000 to $125,000 depending on experience.Applying:You must apply online for this position, at <a href="https://cascadebridge.com/careers.html" target="_blank">https://cascadebridge.com/careers.html</a>. If you are unable to complete our online application process, or if you need assistance to do so, please contact us so we can provide a reasonable accommodation.All inquiries are strictly confidential.We are an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.We are a drug-free workplace, and you must consent to drug test. For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. <a href="https://cascadebridge.applicantpro.com/jobs/3792951-465697.html" target="_blank">https://cascadebridge.applicantpro.com/jobs/3792951-465697.html</a> &nbsp;

Project Engineer

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard Graduate School of Design?The Harvard University Graduate School of Design (GSD) educates leaders in design, research, and scholarship to make a resilient, just, and beautiful world. The GSD offers an unparalleled setting for interaction through the combination of disciplines—architecture, landscape architecture, urban planning and design, design engineering, real estate and housing—with an emerging research program and a robust public program of lectures and exhibitions. Job Description SUMMARY&nbsp;&nbsp;The Harvard Graduate School of Design (GSD) educates design, research, and scholarship leaders to make a resilient, just, and beautiful world. The GSD offers degree programs across a range of design disciplines—architecture, landscape architecture, urban planning, urban design, design engineering, and real estate—as well as advanced research programs that cut across these disciplines and a robust public program of lectures, exhibitions, and publications. The immense variety of people, programs, and ideas at the School sustains a vibrant and rich environment for learning, inquiry, and collaboration, unlike any other design school. For more information about Harvard GSD see: <a href="https://www.gsd.harvard.edu/" target="_blank">https://www.gsd.harvard.edu/.</a>&nbsp;Reporting to the Assistant Director of Academic Administration for the Department of Urban Planning &amp; Design (UPD), the Executive Coordinator provides executive assistance to the Department and Chair and performs a wide range of high-level administrative support, with accuracy, discretion, and good judgment. The Executive Coordinator serves as the first point of contact in the department office for faculty, students, staff, and the pubic, and is responsible for greeting walk-ins, guests, and answering the department phone and email.&nbsp;&nbsp;Note: This is a benefits-eligible term-limited position which is scheduled to end on December 31, 2025, with the possibility of extension. This is an in-person role, Monday-Friday, 9-5. Additional flexibility will be discussed.&nbsp;&nbsp;TYPICAL DUTIES AND RESPONSIBILITIES:Other duties may be assigned.&nbsp;&nbsp;Provides Assistance to the Chair of the Department in the following ways:&nbsp;&nbsp;<ul><li>Manage the Chair’s calendar, demonstrating sound judgment in prioritizing requests for the Chair’s time and communicating scheduling decisions in a diplomatic way.&nbsp;&nbsp;</li><li>Independently and collaboratively draft and edit correspondence and other original content such as recommendations and meeting talking points, as needed. Independently communicate on behalf of the Chair.&nbsp;</li><li>Monitors Chair’s email as requested; reviews, prioritizes, and appropriately distributes all correspondence; monitors replies and informs Chair of items requiring attention.&nbsp;</li><li>Design, organize, and implement administrative systems to manage the operations of the Chair’s office.&nbsp;</li><li>In collaboration with the department’s finance team, manage reimbursements and financial record-keeping for the Chair.&nbsp;</li><li>Coordinates domestic and international travel as necessary for the Chair.&nbsp;</li><li>Offers administrative and logistical support as needed.&nbsp;</li></ul>Provides departmental support:&nbsp;<ul><li>Serves as the first point of contact and information source for the Department with faculty, staff, students, and the public via phone, email, and in person. Monitors department email address and voicemail.&nbsp;</li><li>Coordinates Final Review logistics for the UPD department, including invitations/confirmations, travel, schedules, catering, and tracking studio budgets in conjunction with studio instructors and the Academic Administration Business Office.&nbsp;</li><li>Manages room bookings and catering needs for the Department as needed, including faculty meetings, final reviews, thesis reviews, departmental lectures, and other events/special circumstances.&nbsp;</li><li>Coordinates departmental and course trips; collects travel waivers and information for all studio and course travel. Manages bus trips for local studio and course travel.&nbsp;&nbsp;</li><li>Coordinates monthly department faculty meetings: drafts agenda at the direction of the Chair, books rooms, orders catering, prepares materials as requested, and assists with meeting execution and logistics as needed (ex., Presentation set-up), and generates and disseminates department meeting agendas and logistics.&nbsp;</li><li>Works frequently with academic affairs department staff and other departments in the GSD to coordinate and execute department and School-wide tasks, including studio lottery, search committee meetings, core prep workshops, orientation, open houses, welcome receptions, end of year celebrations, and commencement, as well as other ad hoc or special events and initiatives.&nbsp;&nbsp;</li><li>Monitors and maintains office equipment and supplies and manages departmental resource room, including mailbox organization, mail distribution, faculty label updates, coffee station, and managing office printers and copiers. Responsible for overall office neatness and organization.&nbsp;&nbsp;&nbsp;</li><li>Disseminates department information to students and faculty; updates departmental resource pages on the GSD website and serves as a Content Editor for the GSD’s main website. Responsibilities include creating, editing, and maintaining the UPD’s Department content, attending required training sessions and annual meetings, and liaising with Web Team staff as needed.&nbsp;</li><li>Supports the Assistant Director in the coordination of departmental awards, which recur on an annual basis: collecting application materials, coordinating selection committee meetings, and communicating with awarded students/faculty regarding the timeline of deliverables and disbursement of funds. Detailed recordkeeping is required for each individual award cycle, which includes editing award webpages on the GSD website with any changes and updates.&nbsp;</li><li>Coordinates and staffs all departmental events. This includes coordinating with the Department Chair, Loeb Library staff, and faculty to schedule 3-5 semesterly faculty lectures.&nbsp;</li><li>Supports accreditation efforts by collecting and maintaining an archive of faculty CVs, course syllabi, course TAs, office hours, and other program-related materials. Supports the Assistant Director in accreditation site visit scheduling, logistics, and execution.&nbsp;</li><li>Coordinates with Harvard Record Management Services to archive departmental materials in accordance with the archiving schedule.&nbsp;</li><li>Provides additional support to the Associate Director, Assistant Director, Programs, and Travel Coordinator as needed, including data entry, proofreading, copyediting, tracking visiting faculty information, and providing onboarding support, and other administrative support on individual and team projects.&nbsp;</li></ul>SUPERVISORY RESPONSIBILITIES:&nbsp;<ul><li>There are no supervisory responsibilities associated with this position.&nbsp;</li></ul>PHYSICAL REQUIREMENTS:&nbsp;<ul><li>Applicants must be able to perform typical office tasks, including sitting for extended periods, using standard office equipment, and occasionally lifting up to 20 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.&nbsp;</li></ul>WORK ENVIRONMENT:&nbsp;&nbsp;<ul><li>This position will be based in Cambridge, MA. The work is mainly performed in an office setting. Flexible work options for this role will be discussed during the interview process.&nbsp;&nbsp;&nbsp;</li><li>Candidates must have employment authorization to work in the US, and we regret that we cannot sponsor a VISA.&nbsp;</li></ul>Candidates selected to interview will be asked to complete a skills assessment that includes a writing test.&nbsp; Qualifications BASIC QUALIFICATIONS:&nbsp;&nbsp;<ul><li>HS Diploma or equivalent, required.&nbsp;</li><li>Minimum of 3-5 years administrative experience directly supporting a high-level manager required.&nbsp;&nbsp;</li><li>Strong computer skills required, including proficiency with Microsoft Office, email, and calendar applications.&nbsp;</li><li>Exceptional oral and written communication skills, critical thinking, and problem-solving abilities.&nbsp;</li><li>Excellent editing and proofreading skills required.&nbsp;</li><li>Outstanding customer service skills.&nbsp;&nbsp;</li><li>Ability to work as part of a close team of staff sharing responsibilities when necessary to meet the needs of the department.&nbsp;</li></ul>ADDITIONAL QUALIFICATIONS:&nbsp;<ul><li>BA/BS degree preferred.&nbsp;</li><li>Experience in an academic environment preferred.&nbsp;</li><li>Experience working independently, thinking strategically, and providing recommendations on the next steps.&nbsp;&nbsp;</li><li>Professional manner and excellent organizational skills.&nbsp;</li><li>Must work with confidentiality and have good judgment.&nbsp;</li><li>Demonstrated ability to prioritize and execute multiple tasks simultaneously.&nbsp;</li><li>Must be a self-starter and have excellent follow-through skills. &nbsp;&nbsp;</li><li>Must be able to interact professionally with all levels of staff, faculty, potential donors, and the public.&nbsp;</li><li>Proven interpersonal skills with experience providing complex administrative support in a high-profile environment with tact and diplomacy.&nbsp;</li><li>The ability to create effective administrative processes and systems is important.&nbsp;&nbsp;</li></ul> Additional Information ​​​​​Please note that to be considered for this position, a cover letter and resume are required with the submission of your application.&nbsp;<ul><li>Appointment End Date:&nbsp;This is a benefits eligible Term limited position which is scheduled to end on December 31, 2025 with the possibility of extension.</li><li>Standard Hours/Schedule: 35 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity.</li></ul>Work Format DetailsThis position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 054. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.&nbsp;Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard’s <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy and <a href="https://provost.harvard.edu/files/provost/files/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.&nbsp;

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