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Salary Range:&nbsp;&nbsp;$105,267.00&nbsp;(Min.) -&nbsp;$156,583.00&nbsp;(Mid.) -&nbsp;$173,689.00&nbsp;(Max.)Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time. Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose. <h4>Job Summary</h4>The Enterprise Portfolio Management Office Solutions Analyst III is accountable for intake, execution, and managing the oversight of strategic programs and projects approved and budgeted by L.A. Care Leadership and the Board of Governors. These programs and projects span multiple functions and departments, and are enterprise investments in infrastructure and process excellence. The portfolio, program, and project management resources within the ePMO are uniquely positioned to support business units in the planning and delivery of large-scale programs and projects.The Shared Services team within the ePMO operates as a center of excellence for portfolio management, and provides leadership and support in ensuring the ePMO leverages project management best practices when initiating projects, and while monitoring and reporting the status of those projects to project and business leadership. Under the general direction of the Manager, and following best practices based on BABOK and other authoritative bodies, the Solutions Analyst is a critical thinker who is responsible for eliciting, analyzing, communicating, testing and verifying functional and non-functional business requirements for strategic initiatives, assisting with the definition of Acceptance Test Criteria, and ensuring requirements are specific, testable, and in alignment with business goals and architecture. The Solutions Analyst works with business and technology resources to temper and align preferences to develop collective and valuable solutions to business needs. This position performs these duties on large, complex projects and programs that require collaboration across many business units. The requirements, solutions and testing for these larger projects require a complete understanding of all impacted processes and work teams. This position is skilled in negotiating between business units to find the best overall solutions and outcomes. This position not only works on the complex and difficult projects, but also mentors other analysts both within the ePMO and within the business units, to strengthen L.A. Care's business analysis capability. This very experienced individual also helps to define and implement best practices for solutions and business analysis for the organization, based on industry-standard authorities. The individual is accountable for intake, execution, and managing the oversight of strategic programs and projects approved and budgeted by L.A. Care Leadership and the Board of Governors. These programs and projects span multiple functions and departments, and are enterprise investments in infrastructure and process excellence. The portfolio, program, and project management resources within the ePMO are uniquely positioned to support business units in the planning and delivery of large-scale programs and projects.&nbsp; Acts as a Subject Matter Expert, serves as a resource and mentor for other staff.<h4>Duties</h4>Leads analysis and requirements gathering sessions on large, complex programs and projects using methodologies such as JAD, JAR, SCRUM, etc., to define, analyze, and document business needs and requirements in support of strategic initiatives. Collaborates across multiple business units ensuring that all parties get the best possible outcomes for L.A. Care and its members and providers. Documents functional and non-functional business needs and requirements, ensuring requirements are usable, specific and testable, and in alignment to business goals and overall business architecture. Assists in defining Acceptance Test Criteria, tracing back to documented business requirements.Creates and updates complex as-is and future state business workflows to enable the documentation of business process needs and production of requirements for all related business, and operational systems critical to the project or program. Makes recommendations for solutions or improvements that can be accomplished through new process or technology, or alternative uses of existing processes or technology. Researches and analyzes data in support of business functions, process knowledge, and systems requirements.Tracks maintenance of business need and requirements to ensure they are not attenuated or discarded during the execution and delivery phases. Supports the Project Manager by providing more detailed project objectives; clear structured, and useable requirements; tradeoff analysis; requirement feasibility; and risk analysis to improve the execution of the project plan.Applies subject expertise in evaluating business operations and processes. Identifies areas where technical solutions would improve business performance. Consults across business operations, providing mentorship, and contributing specialized knowledge. Ensures that the facts and details are correct so that the project’s/program's deliverable &nbsp;meets the needs of the department, organization and legislation's policies, standards, and best practices. Provides training, recommends process improvements, and mentors junior level staff, department interns, etc. as needed. &nbsp;Mentors other Solutions Analysts and Business Analysts to strengthen L.A. Care's solution and business analysis capability.Defines and follows best practices for the organization based on BABOK or other authoritative bodies of knowledge.Conducts analysis in support of the entire ePMO.Performs other duties as assigned.&nbsp;<h4>Duties Continued</h4><h4>Education Required</h4>Bachelor's Degree in Related FieldIn lieu of degree, equivalent education and/or experience may be considered.<h4>Education Preferred</h4>Master's Degree in Related Field<h4>Experience</h4>Required: Minimum 5 years of experience eliciting and documenting business and systems requirements using techniques such as JAR/JAD, SCRUM, etc. OR minimum of 5 years of experience developing, implementing, and evaluating workflow processes, policies, and procedures.&nbsp;Minimum of 7 years of experience in managed healthcare environment with strong domain expertise in at least one of the following disciplines: Claims/EDI, Membership, Provider, Care Management, or Finance.&nbsp;Preferred: Experience with Tableau and Requirements Management software.<h4>Skills</h4>Required: Proven ability to work with a diverse group of people, including leadership, support staff, coworkers and department management.Proven ability to lead cross-functional discussions to reach collaborative outcomes.Proven ability to be produce outstanding analysis deliverables on complex, multi-disciplinary projects and programs.Demonstrated ability to research complex issues and bring about resolution.Demonstrated mentoring and coaching skills to develop other team members.Excellent critical thinking and problem solving skills.Strong elicitation and process documentation skills.Strong organizational and communication skills to build and foster effective relationships.Excellent computer skills; MS Office Suite (Word, Excel, Visio, PowerPoint) skills required.Excellent customer service skills with the ability to make independent judgments, handle multiple projects simultaneously, adapt to shifting priorities and utilize time management skills to meet deadlines.Must have excellent written and verbal communications skills and the ability to communicate effectively with management and non-management personnel.&nbsp;Ability to maintain a professional and mature demeanor at all times.Ability to work in a fast-paced department independently or in a team, and handle multiple tasks with competing priorities; work with interruptions and deal effectively with confidential information.<h4>Licenses/Certifications Required</h4><h4>Licenses/Certifications Preferred</h4>Certified ScrumMaster (CSM)<h4>Required Training</h4><h4>Physical Requirements</h4>Light<h4>Additional Information</h4>Salary Range Disclaimer: The expected pay range is based on many factors such as geography, experience, education, and the market.&nbsp; The range is subject to change.L.A. Care offers&nbsp;a wide range of benefits including<ul><li>Paid Time Off (PTO)</li><li>Tuition Reimbursement</li><li>Retirement Plans</li><li>Medical, Dental and Vision</li><li>Wellness Program</li><li>Volunteer Time Off (VTO)</li></ul> Nearest Major Market: Los Angeles Job Segment: Claims, Insurance

L.A. Care Health Plan

Senior Solutions Analyst, Enterprise Portfolio Management Office

Job Title Data Management Specialist Requisition Number RE49975 Working Title Department Name 40420:Office of Technology Commercialization Work Location Lexington, KY Grade Level 45 Salary Range $47,278-78,000/year Type of Position Staff Position Time Status Full-Time Required Education BS Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 3 yrs Required License/Registration/Certification None. Physical Requirements Sitting for long periods of time; repetitive motion related to computer work. Shift Monday-Friday; 8:00 am-5:00 pm. Job Summary Technology Commercialization at the University of Kentucky is transforming its commercialization activities to create a partnership culture that is focused on stronger relations with our stakeholders, greater transparency, and increased customer service. This position will manage intellectual property and agreement data/document entry, including creation and updating of accounts and records in our invention management system. In addition, this position will record financial documents related to patent expenses and revenues into the Technology Commercialization database. Moreover, they will oversee the integrity of the data in the Technology Commercialization invention management database. Reporting to the Associate Director of Intellectual Property Development, this position will provide support for data, document, and information collection as needed along with administrative support for the Intellectual Property Committee. This position will also work closely with the Senior Contracts Coordinator to setup and update agreement accounts. The well qualified candidate will be organized, detail oriented, and proactive and have excellent communication skills. Technology Commercialization invests in its team members’ career development as a core belief of its Director, and this position includes incredible opportunities for learning and taking on more responsibility. Applicants with direct data collection and contracts experience may be eligible for remote work. Skills / Knowledge / Abilities Does this position have supervisory responsibilities? No Preferred Education/Experience BS + 1 year in experience in data collection, document management, report preparation and/or office/clerical. Deadline to Apply 05/14/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Data Management Specialist

Join the Clean Energy RevolutionBecome an Outage Management System (OMS) Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll provide in-depth technical subject-matter expertise for critical outage management project work defining the future of Grid Management.&nbsp; Your technical leadership and guidance will help ensure our team’s success.&nbsp; You will also leverage your skills and experience to solve technical issues with our next generation outage and grid solutions.&nbsp; As part of the IT team that brings these core capabilities to our T&amp;D organization, you will make a true difference in the planning, delivery, and operational support of our Outage Management technologies.SCE’s OMS provides critical planned and unplanned outage information to our Transmission &amp; Distribution Organization as well as our Customer Service Organization. The system allows identification and management of outages from initial incidents through restoration and feeds analytical data to several outage-related systems.As an Outage Management System (OMS) Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?&nbsp; <h4>Responsibilities</h4><ul><li>Manages the reliable, safe, and compliant operation and maintenance of the grid application system, and implements grid modernization capital and expense programs</li><li>Develops and manages energy efficiency projects, integrating advanced technologies and renewable energy sources to reduce energy consumption</li><li>Develops and implements tools, processes and procedures that enhance system reliability and organizational efficiencies</li><li>Collaborates with cross-functional teams to promote energy-saving practices and ensure effective energy management throughout the organization</li><li>Identifies, implements, and maintains key performance and process metrics to evaluate the efficiency and effectiveness of processes, procedures and applications</li><li>Designs, develops and maintains plans related to data integrity, system reliability, and consistency</li><li>Oversees software development and maintenance support for the grid applications as they relate to the operation and control of the electrical grid</li><li>Designs, administers and monitors grid application software configurations</li><li>Facilitates grid application vendor software enhancements and leverages product capability, driving standardization, limiting customization, and maximizing reuse of content developed for previous solutions</li><li>Develops group performance expectations and goals that align with line of business and Company goals</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Seven or more years of experience in designing, building, implementing, maintaining, and supporting complex Utility, Realtime or Enterprise systems&nbsp; - OR - Seven or more years of experience as a user of a Utility grid application</li></ul>Preferred Qualifications<ul><li>Three years of experience working with and/or supporting an electric utility Outage Management System.</li><li>Analytical proficiency and experience troubleshooting complex problems related to real-time systems.</li><li>Experience creating and executing shell script and/or Python.</li><li>Experience&nbsp;with SQL queries and reporting tools and platforms.</li><li>Experience performing data analysis, development of business reporting.</li><li>Strong coordination and communication skills to support working with cross-functional teams and vendors to achieve success in project activities.</li><li>Experience with Kubernetes and Jenkins.</li></ul>Additional Information<ul><li>This position’s work mode is&nbsp;hybrid.&nbsp;The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;</li><li>This position includes providing phone and occasional on-site technical support related to troubleshooting and resolving moderate to highly complex system issues.&nbsp; OMS is supported 24/7, 365 through after-hours on-call that this position will participate in through weekly rotation.</li></ul><ul><li>The primary work location for this position is Santa Ana, CA.&nbsp; However, the successful candidate may also be asked to work for an extended amount of time at(alternate work location).</li></ul><ul><li>Position will require up to&nbsp;5%&nbsp;traveling and being out in the field throughout the&nbsp;SCE service territory.&nbsp;</li></ul><ul><li>This position has been identified as a NERC/CIP impacted position - Prior to being hired, the successful candidate must pass a Personnel Risk Assessment (PRA) or Background Investigation.&nbsp; Once hired, the candidate must complete specified training prior to gaining un-escorted access to assigned work location and performing necessary job duties.</li></ul><ul><li>This position has an option for a 9/80 Alternate Work Schedule or 40hrs/5 days a week.</li></ul><ul><li>Relocation may apply to this position.</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.At SCE, we celebrate our differences. We are a proud Equal Opportunity Employer and will not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Southern California Edison

Outage Management System (OMS) Advisor

Join the Clean Energy RevolutionBecomea&nbsp;Project Management Office Support, Senior Specialistat Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll&nbsp;be the key resource for the Corporate Security PMO to manage its large portfolio of projects and provide support for project managers for resource coordination, project budget management, training, vendor management, reporting and various ancillary duties required to initiate, complete, and close out projects. &nbsp;This position will be responsible for research and analyze sophisticated data and make recommendations in support of major programs and projects and to present findings to senior and executive management.&nbsp; Key focus of role:&nbsp;<ul><li>Reports &amp; Analysis: Review and update reports, documents or correspondence. Data, Portfolio, and heavy financial analysis. &nbsp;This will include performing cost-benefit and trend analysis for assigned programs and projects and for the larger portfolio.&nbsp;</li><li>Research: Gather documents, analyze and draw conclusions on complex data and information after considering alternatives through independent research and analysis.</li><li>PMO Support: Assist project managers and management for coordination of project efforts, &nbsp;Ariba purchase requisitions and purchase orders, resources, financials and reporting for projects within portfolio.</li><li>Project Analysis: Consult and recommend establishing and changing project direction to management on specific projects and/or the portfolio of projects or strategic efforts.</li><li>Training: Facilitate training for key programs and coordinate, and track all compliance and safety training requirements for team members and supplier resources.</li><li>Communication: Establishes and maintains constant communications with PMO suppliers to collect data on frequent and regular cadence.&nbsp;As a&nbsp;Project Management Office Support, Senior Specialist, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?</li></ul><h4>Responsibilities</h4><ul><li>Develops and maintains comprehensive project documentation including plans, status reports, and process files</li><li>Independently manages certain project management activities for complex projects with variable interdependencies and tight deadlines</li><li>Recommends and implements various project management methodologies to adapt to changing priorities</li><li>Conducts in-depth analysis of project data, identifies risks/issues, and provides actionable status reports</li><li>Leads requirements definition, solution analysis, estimate development, and planning efforts</li><li>Maintains rigorous project document control standards throughout project lifecycles</li><li>Develops and maintains detailed risk registers, change logs, and issue resolution tracking</li><li>Performs complex scheduling, resource allocation, budgeting, forecasting, and reporting activities</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Five or more years of experience with project support analyzing data and developing reports.</li></ul>Preferred Qualifications<ul><li>Three or more years of experience working with SAP and Ariba.</li><li>Experience working in the construction industry or utility industry (ideally the electric utility industry)</li><li>Project Management training certification from an accredited institution.</li><li>Six Sigma training certification.</li><li>Five&nbsp;or more years of experience in an analytical position.</li><li>Experience and proficiency with Microsoft Office Suite applications and Sharepoint.</li><li>Experience using Excel, including advanced formulas and functions, such as Vlookups and pivot tables.</li><li>Bachelors' degree or higher in Business Administration, Finance, Economics, Data Engineering, or related field.</li><li>Strong problem-solving and critical thinking abilities, with meticulous attention to detail.</li><li>Experience with project management tools and methods to manage single and multiple projects of moderate to high complexity, gather information, monitor and report project status, and coordinate activities to ensure timely delivery.</li><li>Experience in Project Support or Project Management.</li><li>Experience in Program Management, Business Development, Business Transformation, and/or Process Improvement methodologies</li></ul>Additional Information<ul><li>This position’s work mode is&nbsp;hybrid.&nbsp;The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.At SCE, we celebrate our differences. We are a proud Equal Opportunity Employer and will not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Project Management Office Support, Senior Specialist

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as 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 Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant- Lynnwood, WA

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to the Salt Lake City, UT regional Center.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - 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.

Director, Advanced Planning - REMOTE - Salt Lake City, UT

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Branch Leader - Carmel, IN

<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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Rochester, NY

Planning Consultant- Vancouver, WA

We have an opening for a Program Coordinator - Health Science at our Chattanooga State campus!
Our Purpose - We support and empower everyone in our community to learn without limits.
Our Values:
- We cultivate a welcoming and supportive environment.
- We care about the well-being of each other.
- We instill trust through integrity and transparency.
Our Mission - We are Chattanooga State, a dedicated team that delivers accessible, innovative learning opportunities that surpass expectations. Together, we enrich the lives of students, and their families; develop a talented workforce; and partner with our community to lead boldly into the future.
POSITION SUMMARY 
The Health Science Program Director provides academic, administrative, and operational leadership for the Health Science program within the Nursing &amp; Allied Health Division. The Director ensures academic quality, supports student success, promotes innovation, and maintains compliance with accreditation and regulatory standards.
ESSENIAL FUNCTIONS 
Holistic Student Support 
• Oversees advising, academic planning, and support systems to ensure student success and program retention.
• Collaborates with internal support services such as Admissions, Student Support Center, Career Services, TCAT, Blue Cross and Blue Shield, and more.
• Engages in student recruitment, orientation, and mentoring initiatives.
• Maintains open communication with students to monitor academic progress, address concerns, and ensure equitable outcomes.
Fiscal Stewardship
• Manages the program budget in alignment with NAH division and college goals.
• Maintains records for compliance, budgeting, and reporting.
• Monitors and manages instructional supplies, and for program delivery.
Organizational Culture&nbsp;
• Promotes a collaborative, student-centered culture within the program and across the division.
• Develops accountability practices that support continuous improvement and operational excellence.
• Collaborates with the dean and other program directors on strategic planning and quality assurance.
Teaching Excellence and Program Innovation 
• Teaches within the assigned program area as appropriate and supports instructional excellence. 
• Leads curriculum development, course scheduling, and instructional delivery to ensure alignment with industry and accreditation standards.
• Coordinates adjunct faculty recruitment, onboarding, and professional development.
• Oversees programmatic assessments and participates in institutional effectiveness activities.
• Ensures the program complies with licensure, certification, and accreditation requirements.
KNOWLEDGE, SKILLS, AND ABILITIES 
• Strong leadership, interpersonal, and organizational skills.
• Ability to build consensus and foster collaboration among faculty and staff.
• Effective communication.
• Knowledge of health science education, licensure/accreditation standards, and best practices in student support.
• Ability to analyze data for decision-making and continuous program improvement.
• Proficient in managing budgets, schedules, and program operations.
• Skilled in time management, multitasking, and administrative procedures.
• Commitment to student-centered leadership.
POSITION QUALIFICATIONS 
Required:
• Bachelor’s degree in a Health Science or related discipline
• Minimum of three years teaching or clinical experience in a Health Science profession
• Demonstrated leadership experience in academic or healthcare settings
Preferred:
• Master’s degree or higher in Health Science, Education, or related field
• Experience with program accreditation processes (e.g., CoARC, CAAHEP, ACEN)
• Experience in community college or higher education administration
Salary Range:
$43,037 - $53,797
Projected Start Date: July 1st, 2025
*Pay will be determined based on experience and education in accordance with the salary guidelines of the Tennessee Board of Regents. To ensure consideration, all relevant work experience must be included in the application.*
** All applicants must submit a cover letter, CV/Resume, and unofficial transcripts **
Open Until Filled: Yes

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