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<br><b>Job Title</b><br>Patient Services Coordinator Senior/UKHC<br><br><b>Requisition Number</b><br>RE52240<br><br><b>Working Title</b><br>Patient Services Coordinator Senior - OB/GYN<br><br><b>Department Name</b><br>MG100: Physician Based Clinics<br><br><b>Work Location</b><br>Lexington, KY<br><br><b>Grade Level</b><br>08<br><br><b>Salary Range</b><br>$19.00-30.09/hour<br><br><b>Type of Position</b><br>Staff<br><br><b>Position Time Status </b><br>Full-Time<br><br><b>Required Education</b><br><br>AA<br><br><b>Click here for more information about equivalencies:</b><br><a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a><br><br><b>Required Related Experience</b><br><br>4 yrs<br><br><b>Required License/Registration/Certification</b><br><br>None<br><br><b>Physical Requirements</b><br><br>sitting for long periods of time, walking to other clinics and repetitive motion.<br><br><b>Shift</b><br><br>Monday – Friday (40 hours) 8:00am – 5:00pm<br><br><b>Job Summary</b><br><br>This position is critical to ensure efficient clinic operations for onsite and integrated clinics and associated outreach. Will be responsible for supervision of all registration and scheduling coordination staff. Work with all staff to assess, plan and implement clinic operations to ensure optimum patient experience.<br><br>This position will provide administrative and clinical support while focusing on customer service and a positive patient experience.This position will have direct reports.<br><br><b>Skills / Knowledge / Abilities</b><br><br>MS office, Excel, EPIC<br><br><b>Does this position have supervisory responsibilities? </b><br>Yes<br><br><b>Preferred Education/Experience</b><br><br>Associate’s degree or equivalent experience. Experience with medical front office tasks such as registration, scheduling, and customer service. Leadership or supervision experience is preferred but not required.<br><br><b>Deadline to Apply</b><br>12/18/2025<br><br><b>Our University Community</b><br><br>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.<br><br>The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.<br><br>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.<br>

Patient Services Coordinator Senior/UKHC

<br><b>Job Title</b><br>Nurse Coordinator<br><br><b>Requisition Number</b><br>RE52559<br><br><b>Working Title</b><br>Nurse Coordinator/UM-LOC<br><br><b>Department Name</b><br>40526:Interdisciplinary Human Develo<br><br><b>Work Location</b><br>Frankfort, KY<br><br><b>Grade Level</b><br>46<br><br><b>Salary Range</b><br>$52,021-85,800/year<br><br><b>Type of Position</b><br>Staff<br><br><b>Position Time Status </b><br>Full-Time<br><br><b>Required Education</b><br><br>ADN<br><br><b>Click here for more information about equivalencies:</b><br><a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a><br><br><b>Required Related Experience</b><br><br>8 yrs<br><br><b>Required License/Registration/Certification</b><br><br>Registered Nurse (RN)<br><br><b>Physical Requirements</b><br><br>While there are physical, psychosocial and cognitive requirements of the position, the job duties can be accommodated for essential functions being completed in a variety of ways.<br><br><b>Shift</b><br><br>Monday-Friday 8:00am-4:30pm<br><br><b>Job Summary</b><br><br>The Human Development Institute (HDI) at the University of Kentucky is<strong> Kentucky’s Center on Disability</strong>.<br><br>HDI is seeking to fill a <strong>Nurse Coordinator</strong>. This position is through a contract and is within DBHDID/1915iRISE initiative.<br><br>This Nurse Coordinator position will work as a <strong>Nurse Coordinator/UM-LOC (Utilization Management/Level of Care)</strong> and the responsibilities include, but are not limited to, the following:<br><ul><li>Review and follow up of level of care assessments and person centered service plans.</li><li>Provide technical assistance to providers as necessary and appropriate.</li></ul><br><br>This position will work remotely and is open to applicants in all areas of Kentucky. <strong>Regular work-related travel throughout the state of Kentucky is a requirement of this position.</strong><br><br><strong><em>If you have questions regarding this position please contact </em></strong><strong><em><a href="mailto:kristen.dahl@uky.edu" target="_blank">kristen.dahl@uky.edu</a></em></strong><strong><em>.<br></em></strong><br>Please ensure all uploaded documents are accessible documents<br><br><b>Skills / Knowledge / Abilities</b><br><br><b>Does this position have supervisory responsibilities? </b><br>No<br><br><b>Preferred Education/Experience</b><br><br><b>Deadline to Apply</b><br>01/04/2026<br><br><b>Our University Community</b><br><br>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.<br><br>The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.<br><br>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.<br>

Nurse Coordinator

<p>tango is a leader in the home health management industry and is preparing for significant growth! Our mission is to deliver innovative, home-based, post-acute solutions through proprietary technology and proven processes. We partner with health plans to provide a comprehensive suite of products and services designed to manage the total cost of care.</p><p>We are currently looking for a Manager, Referral Management to join our growing team!</p><p>As a key member of the Referral Management team, you will implement KPIs, mentor your supervisors, provide leadership development, and ensure SLAs and compliance metrics are met. Working closely with the Director of Referral Management and your supervisors, the Manager is responsible for onboarding new employees, coordinating with HR, liaising between HR and supervisors for HR issues, schedules and coverage, team building and employee recognition, monitoring of KPI’s, disciplinary actions, hiring and employment termination, and completion of root cause analysis.</p><p>Office Location:</p><p> * Remote *</p><p>Responsibilities and Duties:</p><p>Responsibilities of the Manager include, but are not limited to the following:</p><p>Employee Management</p><ul><li>Address employee concerns and conflicts. Collaborate with HR as needed.</li><li>Manage professional development for employees.</li><li>Maintain department organization charts and employee directory.</li><li>Conduct performance and salary reviews in conjunction with Director, Referral Management.&nbsp;</li></ul><ul><li>Lead and manage assigned teams, providing guidance, mentorship, and support.</li><li>Collect, analyze, and measure employee quality and productivity data; review data for trends and gaps that may require additional employee support.</li><li>Perform monthly one-on-ones with each employee to deliver coaching and performance reviews.</li><li>Ensure appropriate scheduling of team members for day-to-day production coverage.</li><li>Working with QA and Training teams, support employee productivity and quality improvement; identify and support employee gaps.</li><li>Review daily productivity to ensure appropriate distribution of referrals, productivity concerns, and re-dissemination of referrals for timely completion.</li></ul><p>Collaboration and Communication:</p><ul><li>Collaborate with cross-functional teams to ensure quality-related requirements are understood and met.</li><li>Communicate quality-related metrics, trends, and issues to senior management.</li><li>Foster a positive and collaborative work environment to ensure effective teamwork and high morale within the teams.</li></ul><p>Process Improvement and Risk Management:</p><ul><li>Utilizes knowledge of healthcare regulations, such as HIPAA, CMS, FDA, or other applicable standards to process referrals within the seven day turnaround time frame.</li><li>Support identification of trends, participate in root cause analysis, and create corrective/preventive action plans to address identified issues.</li><li>Promote a culture of continuous improvement by driving quality initiatives and best practices across the organization.</li><li>Disseminate process changes live and redirect team as needed to achieve company goals.</li></ul><p>Qualifications:</p><ul><li>Must be at least 18 years of age</li><li>Home care / healthcare background is required</li><li>Bachelor’s Degree or equivalent work experience in management or&nbsp;</li><li>Must be able to travel to Phoenix office for onsite meetings throughout the year</li><li>Must be available for holiday and weekend coverage</li></ul><p><em>tango provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. tango will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship</em></p>

tango

Healthcare Manager (Referral Management)

<h4><strong>Leasing Consultant</strong></h4><p><strong>Homestead Garden Apartments in Rapid City, South Dakota</strong></p><h5>Centerspace is excited to welcome a dynamic, customer-driven <strong>Full-Time Temporary Leasing Consultant</strong> to our team at the beautiful <strong>Homestead Garden Apartments in Rapid City, South Dakota</strong><strong>. </strong>This is an excellent opportunity to showcase your sales and service skills, take ownership of your leasing success, and help residents find a place they’re proud to call home.</h5><h5>In this role, you’ll play a key part in achieving leasing goals, delivering an exceptional customer experience, and building trust with both future and current residents. This position follows a consistent <strong>Monday–Friday schedule from 9 AM to 6 PM</strong>, providing stability and work-life balance. We offer a competitive hourly wage of <strong>$17–$19</strong>, plus <strong>commission opportunities on new leases</strong> and <strong>bonuses for renewals</strong>. This temporary assignment runs from <strong>February 2026 through May 2026</strong>—perfect for someone looking to sharpen their skills, gain industry experience, or explore a new market.</h5><h5>Our ideal Leasing Consultant is passionate about people, committed to service excellence, and eager to create a welcoming environment for all. You’ll report directly to the Community Leader and complete a brief <strong>35-minute pre-employment assessment</strong> after applying. This step is required to move forward in the hiring process. Want to understand what the assessment includes? Click here!</h5><h5><strong>This position is eligible for:</strong></h5><ul><li><h5>Monthly Leasing Commissions and Quarterly Renewal Bonuses</h5></li><li><h5>8 hours of paid volunteer time</h5></li><li>Sick and Safe Leave</li></ul><h5></h5><h5><strong>Summary</strong></h5><h5>Responsible for the rental of apartment units to always ensure maximum occupancy and an exceptional customer experience that promotes optimal retention by performing the following duties personally.</h5><h5><strong>Expectations</strong></h5><h5>Follows already established procedures.&nbsp; Complies with all internal leasing policies, Fair Housing requirements and all other applicable laws and regulations.&nbsp; Generally given substantial guidance but expected to be self-directed once trained. Able to follow instructions, prioritize duties and comply with deadlines.</h5><h5><strong>Essential Duties &amp; Responsibilities </strong>include the following. &nbsp;Other duties may be assigned.</h5><h5>To perform the job successfully, an individual must be able to perform each essential duty satisfactorily.&nbsp; The requirements listed below are representative of the knowledge, skill, and/or ability required.&nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.</h5><h5><strong>Operational:</strong></h5><ul><li><h5>Responsible for managing the sales/leasing funnel at the assigned community(s).</h5></li><li><h5>Produces sales results commensurate with the company’s performance benchmarks.</h5></li><li><h5>Evaluates and has expertise in assigned community(s) competitors’ offerings and pricing by conducting regular surveys and visits.</h5></li><li><h5>Prepares the office and tour path for business.</h5></li><li><h5>Prospect generation through creation of advertising online, business outreach, and other various grass roots campaigns.</h5></li><li><h5>Assists with community social media as directed, following all set standards for quality and frequency provided.</h5></li><li><h5>Provides service to new applicants to help get approval, coordinates leasing documents for move in and performs move in orientation for each new resident.</h5></li><li><h5>Provides excellent service to existing residents for their housing needs.</h5></li><li><h5>Focuses on resident retention, assisting with resident events and appreciation campaigns.</h5></li><li><h5>Communicates and coordinates with onsite and support team as needed to ensure resident needs and experiences are handled with an exceptional level of service.</h5></li><li><h5>Assists with package handling.</h5></li><li><h5>Coordinates communication with residents via phone, email, text, resident portal, resident app, etc.</h5></li><li><h5>Interact professionally with other employees, customers, vendors, and suppliers.</h5></li><li><h5>Work effectively as a team contributor on all assignments.</h5></li><li><h5>Work independently while understanding the necessity for communicating and coordinating work efforts with other team members and stakeholders.</h5></li><li><h5>Delivers high level resident satisfaction while maintaining Fair Housing Practices.</h5></li><li><h5>Helps to address and resolve issues.</h5></li><li><h5>Encouraged/Expected to participate in industry appropriate networking groups. Encouraged/Expected to participate in service projects, and to establish and maintain contacts within the community to promote Centerspace.</h5></li></ul><h5><strong>Financial:</strong></h5><ul><li><h5>May assist with administrative duties as directed</h5></li><li><h5>Maintains accurate records in software and files.</h5></li></ul><h5><em>Responsible for </em><em>40% marketing &amp; sales, 40% customer service, 20% business admin</em></h5><h5><strong>Supervisory Responsibilities</strong></h5><h5>This role has no supervisory responsibilities.</h5><h5><strong>Equipment Issued</strong></h5><h5>Standard computer package issued. If expected to carry a mobile phone, eligible for monthly reimbursement according to company policy.</h5><h5><strong>Travel Required</strong></h5><h5>Some local travel may be required.</h5><h5><strong>Education &amp; Experience</strong></h5><ul><li><h5><strong>Required:</strong> High School Diploma, or equivalent.</h5></li><li><h5><strong>Preferred:</strong> Background in sales is preferred.</h5></li></ul><h5><strong>Knowledge, Skills, &amp; Abilities</strong></h5><ul><li><h5><strong>Language Skills – </strong>Ability to read and interpret documents such as lease documents, safety rules, instructions, and procedural manuals. Ability to write routine reports and correspondence.&nbsp; Ability to speak effectively before groups of customers or employees of the organization.</h5></li><li><h5><strong>Mathematical Skills – </strong>Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.&nbsp;</h5></li><li><h5><strong>Reasoning Ability – </strong>Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.</h5></li><li><h5><strong>Computer Skills – </strong>To perform this job successfully, an individual should be computer literate and have knowledge of Property Management software; MRI preferred; working knowledge of Outlook, Word, and Excel. The ability to use a computer in a professional manner is required.</h5></li></ul><h5><strong>Physical Requirements</strong></h5><h5>While performing the duties of this job, the employee is regularly required to talk or hear.&nbsp; The employee is frequently required to sit.&nbsp; The employee is occasionally required to stand, walk; use hands to handle or feel; and reach with arms and hands.&nbsp; The employee must occasionally lift and/or move up to 10 pounds.&nbsp; Specific vision abilities required by this job include close vision, distance vision, and depth perception.</h5>

Centerspace

Full-Time Temporary Leasing Consultant

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant- Torrance, CA

<h3>Job Description:</h3><p>Fidelity’s Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans!</p><p>Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.</p><p>You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>A college degree is preferred but not required</li><li>An active Health Insurance License is preferred but not required</li><li>The ideal candidate will have Medicare sales experience, either as a broker or carrier representative</li><li>If you’re not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to acquire appointments with our carriers during your first month of employment</li><li>Strong interpersonal skills and a passion for helping people seek sophisticated problems</li><li>Interest in sales and a real desire to help people find solutions that are right for them</li><li>Quick learner with an openness to training and feedback</li><li>Bold and enjoy collaborating with people from different subject areas</li><li>Clear communicator with strong presentation skills</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs</li><li>Answering questions from clients and confirming their eligibility for Medicare</li><li>Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans</li><li>Delivering compliant sales presentations that abide with CMS and other applicable regulations</li><li>Enrolling clients in products that are appropriate for their personal situation</li><li>Providing feedback on our new Medicare training curriculum to improve future materials for future hires</li><li>Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!</li></ul>The base salary range for this position is $58,000-$132,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Sales

Medicare Advisor

<h3>Job Description:</h3><p><strong>Onboarding and Implementation Manager</strong> </p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Role</strong> </p><p>Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they’ve signed on. Your job is to bring their onboarding journey to life—making it simple, engaging, and impactful. You’ll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: </p><ul><li><p>End-to-end implementation – Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for import into the FPS platform. </p></li></ul><ul><li><p>Simplify Complexity – Explain technical concepts clearly to users with varying levels of experience </p></li></ul><ul><li><p>Improve Customer Satisfaction – Contribute to an exceptional experience by resolving onboarding challenges and helping users hit the ground running. </p></li></ul><ul><li><p>Handle Escalations – Confidently manage and de-escalate onboarding issues when needed, always aiming for a positive outcome. </p></li></ul><ul><li><p>Meet Key Metrics – Achieve KPIs focused on time to onboard, CSAT, efficiency, and customer activation milestones. </p></li></ul><ul><li><p>Collaborate across teams – Identify ways to optimize the onboarding process, remove friction points and shorten the time that our clients spend in onboarding. </p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>3-5 years of experience owning end-to-end implementations for a B2B SaaS product. </p></li></ul><ul><li><p>Familiarity with the subject matter or the functionality of equity management platforms is preferred. </p></li></ul><ul><li><p>Strong Excel skills are essential. </p></li></ul><ul><li><p>Excellent verbal and written communication skills and comfort with client communication is essential. </p></li></ul><ul><li><p>Builder mindset. Ability to think critically about existing processes and propose opportunities for improvement. </p></li></ul><p><strong>The Team</strong> </p><p>Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. </p><p>Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers. </p>The base salary range for this position is $79,000-153,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service

Onboarding and Implementation Manager

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:</p><ul><li><p>Sales Execution &amp; Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.</p></li><li><p>Client Growth &amp; Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment</p></li><li><p>Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation</p></li><li><p>Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.</p></li><li><p>Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.</p></li><li><p>Centers of Influence &amp; Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</p></li><li><p>Series 7 &amp; 63 licenses required (pass within 90 days)</p></li><li><p>10+ years of financial services experience </p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p><br>We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!</p>The base salary range for this position is $100,000 - $155,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Model Portfolios

<h3>Job Description:</h3><p>The Role</p><ul><li><p>Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.</p></li><li><p>Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results</p></li><li><p>Leading the testing service team to find solutions when complex issues or errors arise.</p></li><li><p>Assist in setting proper expectations for new clients (sales) and plan sponsor contacts</p></li><li><p>Building the confidence of clients in Fidelity’s services by offering solutions to test failures</p></li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Bachelor’s Degree Required</p></li><li><p>5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.</p></li><li><p>4+ years of Defined Contribution nondiscrimination testing experience required</p></li><li><p>ASPPA credentials - QKA, QPA preferred</p></li><li><p>In-depth nondiscrimination testing experience</p></li><li><p>Can review test results and efficiently gain understanding of a plan’s design</p></li><li><p>Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections</p></li><li><p>Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience</p></li><li><p>Collaborate with Plan Sponsors and internal business partners to build consensus</p></li><li><p>Multitask client work, internal project work, and other responsibilities</p></li><li><p>Strong organization skills and keep detailed records of your work</p></li><li><p>Can manage at-risk client relationships</p></li><li><p>Research topics independently and deliver solutions to complex regulatory issues</p></li><li><p>Communicate effectively, work well in a team environment, and possess good presentation skills.</p></li><li><p>Possess great problem-solving skills including the ability to manage escalated issues.</p></li><li><p>Have the ability to negotiate and influence.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>The Compliance Advisor role resides in Testing and Reporting Services (TRS) within Workplace Investing (WI). TRS provides and completes Employer Calculations and Additional Testing (ECAT), Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 completion and Audit Support for the plan’s year-end audit. The Compliance Advisor will provide regulatory support and guidance for TRS ECAT Associates and their associated Plan Sponsors. In this role, you will assist ECAT Associates with allocation and 3-year cycle testing general daily support, regulatory questions, and preparation for conversations with Plan Sponsors, legal counsel, and internal business partners surrounding regulatory requirements, results delivery and Compliance Consultant support. A small amount of production may be required</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Annual & Additional Defined Contribution Testing

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you an upbeat leader that thrives while working with teams to design and deliver exceptional products to clients?</p><p>The FIT organization is seeking a strong program leader to be responsible for leading activities associated with the delivery, readiness and overall execution of FI programs and FI and IWMS projects.</p><p>The role will require hands-on planning, program management and cross BU collaboration on large-scale, strategic program and projects. This individual will work closely with the executive sponsors, Product Areas and Stakeholders to ensure that the initiative stays on track and delivers value to our customers.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Demonstrated experience collaborating and building positive relationships within a sophisticated agile organization, ideally in financial services.</p></li><li><p>Outstanding communication, interpersonal and presentation skills, with specific strengths in communicating with senior leaders.</p></li><li><p>Ability to enable and drive synchronization and partnership between squads and program team for clear communication and effective execution.</p></li><li><p>Excellent problem-solving skills and the ability to think through problems, assess a variety of factors and recommend solutions.</p></li><li><p>Flexibility and the skill to both lead and contribute to workstreams are a must.</p></li><li><p>Consistent track record leading sophisticated programs by balancing execution, priorities, dependencies, risk factors, compliance to regulatory and internal controls while meeting client expectations.</p></li><li><p>Strong attention to detail as well as effective time management abilities</p></li><li><p>Demonstrated self-starter that thrives in an independent environment</p></li><li><p>Relevant program management and technology leadership focus is significantly beneficial.</p></li><li><p>Demonstrated ability working within a product management, project management team or relevant experience is preferred.</p></li><li><p>Assimilate business needs with operational, technical and readiness requirements of a program.</p></li><li><p>Drive and enable strategic programs within Fidelity Institutional and across Fidelity within our agile framework.</p></li><li><p>Partner with business unit partners, domains, product areas, business owner(s), and technology teams to develop scope and project tasks. Developing realistic, workable iterative plans, identifying dependencies and risks and providing transparency to leadership around progress.</p></li><li><p>Provide leadership and oversight associated with balancing customer expectations during iterative development, coordinating customer communications, and implementing effective governance.</p></li><li><p>Liaise with legal, risk, compliance, and audit as required.</p></li><li><p>Champion standard tools and agile ways of working (e.g., JIRA Align) to run program activities, track dependencies, create qualitative and quantitative executive reporting.</p></li><li><p>Liaise with initiative executive sponsors to ensure continued alignment with initiative’s objectives.</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional Technology enables business partners to win in their respective marketplaces by designing, building, and maintaining technology platforms and products for Fidelity Institutional (FI). FI offers investment insights, strategies, and solutions, as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors.</p><p>Strategic Enablement partners with strategy, business and technology leaders to construct and complete programs that maximize value for FI and its customers. We believe that the most impactful results happen when professional role expertise and business expertise converge to produce a well-informed business outcome. Mix in a strong sense of community and you have an organization that can deliver software solutions that are flexible to meet the needs in the constantly evolving landscape that we compete in and provide the best customer experience for our clients.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

860 Project Management / Professional Services Jobs