field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3>RoleThe Strategic Market Relationship Management Team Lead (SVP Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Strategic Market corporate client relationships! Primary responsibility is the effective leadership of 10 SVP, Managing Directors (MDs) to ensure the satisfaction and retention corporate client relationships. Responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health &amp; Welfare), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings.This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, SVP of HR) of existing and prospective customers. The SVP Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.Expertise and Skills you Bring<ul><li>Accountable for retention, dedication, happiness, and relationship growth of client book of business.</li><li>Provide focused leadership, motivation and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.</li><li>Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.</li><li>Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.</li><li>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.</li><li>Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including collaboration with the MD and Rebid AE on all retention activities.</li><li>Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.</li><li>Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Develop and maintain positive relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.</li><li>Serve as Executive Sponsor for key clients, clients with significant service customer concerns and clients requiring uptiering relationships based on risk mitigation plans.</li><li>Identify personal development objectives with each MD and support execution of plans to continually build proficiencies and skill sets to deliver outstanding business results.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Provide leadership to build an empowered, diverse and inclusive team and segment culture.</li><li>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</li><li>Ensure that team is aligned with all appropriate rules and regulatory requirements.</li></ul>Education and Experience<ul><li>College degree required</li><li>MBA or other advanced degree preferred.</li><li>Institutional client management and growth experience required.</li><li>Minimum of 5 years management experience required.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong demonstrated negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing.</li><li>Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.</li><li>Strong revenue management and overall financial acumen.</li><li>Ability to lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</li><li>Validated leadership, coaching, and career developments skills with a tenured team of professionals</li><li>Validated consultative sales skills.</li><li>Experienced presentation, meeting management, and communication skills.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

SVP, Managing Director Team Leader- Relationship Management

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-TomballLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Founded in 1988, Lone Star College-Tomball is the third oldest college in the LSC system. LSC-Tomball offers a wide range of academic and workforce programs and is a leading college in the health sciences. LSC-Tomball is the founding college of the lifePATH® program, a four-year degree for adults with cognitive disabilities. LSC-Tomball enjoys a joint library partnership with Harris County Public Library, and we offer an early college high school with the Tomball Independent School District.Location address is 30555 Tomball Parkway, Tomball, TX 77375.Job DescriptionPURPOSE AND SCOPE:The PT Coordinator I, Student Life is responsible for coordinating general functions in Student Life. Functions may include coordination of service, purchasing, delivery of materials, events, or resources. May be responsible for tracking budget expenditures or other items and/or services. Uses excellent customer service skills in contact with college students, staff, faculty, and community members. The Coordinator I reports to Program Manager for Student Life, and must maintain ongoing and effective communication with key student services personnel for the centers. This person may also be asked to assist with special projects as assigned by the Office of Student Life.ESSENTIAL JOB FUNCTIONS:<ul><li>Schedules events and meetings; maintains Student Life activities special events calendars</li><li>Assesses student needs at North Harris and the centers to guide the development of Student Life events to meet those needs</li><li>Coordinates catering, technology, and facilities needs for Student Life events</li><li>Purchases supplies and promotional specialty items for Student Life office and student organizations</li><li>Assists in Student Life budget planning process by tracking budget expenditures and monitoring student organizations' budget tracking process</li><li>Assists student organizations in completing essential paperwork for student travel and event planning</li><li>Assists with maintenance of Student Life website, assisting student organizations with advertising events and meetings</li><li>Promotes development of student organizations at North Harris and the centers, and assists students in the creation of new student organizations; provides essential training for student organization members and sponsors</li><li>Disperses Student Life related information to students; creates promotional flyers for Student Life events; maintains campus bulletin boards and Student Life poster frames throughout campus</li><li>Responsible for other reasonable, related duties as assigned</li></ul>KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>Proficiency with common office software (i.e. Microsoft Word, Excel, Access, Outlook, etc.)</li><li>Exemplary people and communication skills are critical</li><li>Ability to create and display PowerPoint presentations</li><li>Time management and strong organizational skills; ability to prioritize and respond in a timely fashion</li><li>Excellent customer service skills</li><li>Demonstrated ability to build and maintain relationships and positively serve a diverse population</li><li>Ability to prioritize own work and to work with minimal supervision and maintain confidential information</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE AND CONDITIONS: <ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>High school diploma or GED equivalent and at least 1 year of related work experience, or an equivalent combination of education and experience</li></ul>SalaryHourly Pay Rate is $17.06Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment, excellent work/life balance, tuition waiver, participation in a tax deferred retirement plan and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Part-Time Coordinator I, Student Life

Compensation Type: SalariedCompensation: $24.86Job SummaryThe Program Coordinator (SSTEM) will coordinate activities with Admissions and Career Services &amp; Advising to engage regional employers and high schools to recruit and retain Information System Technology students for the NSF S-STEM programs, directed by the Principal Investigator. The Program Coordinator will work under the direction of the Principal Investigator to facilitate meetings with the project team, support the administration of grant funds, and engage in the identification of best practicesESSENTIAL JOB FUNCTIONSProject coordination <ul><li>Coordinates the execution of the NSF SSTEM recruitment plan for the purpose of meeting project outcomes.</li><li>&nbsp;Facilitates event hosting, including the Summer Bridge Program and Co-curricular activities, including the full life cycle from planning to event delivery.</li><li>Communicate with the Principal Investigator to keep them current on student engagement. Coordinates internal and external partner engagement, when necessary, with faculty, grant project team, and employer and high school partners.</li><li>Provides guidance to SSTEM student small groups</li></ul>Students Support <ul><li>Coordinates inquiries from prospective students.</li><li>Facilitates accurate submission to Financial Aid to ensure that SSTEM participants receive academic support.</li><li>Coordinates communication for existing SSTEM students, redirecting students where appropriate to Career Services &amp; Advising, Student Advocacy, and the Principal Investigator. Advise students towards learning resources.</li><li>Coordinates with Career Services &amp; Advising and faculty mentors to ensure accurate and timely information is communicated.</li></ul>Program Support<ul><li>Creates and maintains web pages in learning management systems.</li><li>Communicates with the Principal Investigator to keep them current on student engagement. Maintains a thorough knowledge of grant requirements and financial aid as it pertains to the scholars.</li><li>Remains current and up to date on all requirement deliverables for the grant.</li></ul>Culture of Respect<ul><li>Fosters and maintains a safe environment of respect and inclusion for faculty, staff, students, and members of the community</li></ul>Other duties as required Attends all required department meetings and training.MINIMUM EDUCATION AND EXPERIENCE REQUIRED<ul><li>Bachelor’s degree in information technology or a related field. </li><li>Three years’ experience in information technology, higher education, or related settings.</li></ul>*An appropriate combination of education, training, coursework, and experience may qualify a candidate.LICENSES AND CERTIFICATIONS<ul><li>State Motor Vehicle Operator's License or demonstrable ability to gain access to work site(s).</li></ul>PHYSICAL REQUIREMENTSReasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions described in this position description. While performing duties of this job, the employee regularly exhibits digital dexterity when entering data into computer. The employee frequently sits for periods of time, stands, and walks. Employee converses verbally or manually with others in person as well as by telephone. Vision demands include close, relatively detailed vision when focusing on computer screen. Employee occasionally lifts up to 10 pounds.WORKING CONDITIONSNormal office working conditions. Regular exposure to moderate noise typical to business offices.CSCC has the right to revise this position description at any time. This position description does not represent in any way a contract of employment.Full Time/Part Time:Part timeUnion (If Applicable):Scheduled Hours:20Additional InformationIn order to ensure your application is complete, you must complete the following:<ul><li>Please ensure you have all the necessary documents available when starting the application process. For all faculty positions (Instructor, Annually Contracted Faculty, and Adjunct), you will need to upload an unofficial copy of your transcript when completing your aplication. </li><li>Prior to submitting your application, please review and update (if necessary) the information in your candidate profile as it will transfer to your application.</li></ul>If you are a current employee of Columbus State Community College, please log in to Workday to use the internal application process.Thank you for your interest in positions at Columbus State Community College. Once you have applied, the most updated information on the status of your application can be found by visiting your Candidate Home. Please view your submitted applications by logging in and reviewing your status.

COLUMBUS STATE COMMUNITY COLLEGE

Program Coordinator - IST

<h3>Job Description:</h3>Head of International, Fidelity Digital Assets®The RoleFidelity Digital Assets® is seeking a Vice President of Sales to achieve bold business growth goals in onboarding international institutional clients to our enterprise-grade custody and execution services offerings. The position will report into the Global Head of Business Development. As a member of the business development leadership team, you will contribute to the strategic vision and direction of our growth, collaborate with business partners in Fidelity Digital Assets® , and contribute as a positive and active leader. You will work to expand our client footprint internationally by filling both near and longer-term pipeline, onboarding, and funding new clients. You will be responsible for hiring, training, coaching, managing and leading a UK-based sales team focused on driving revenue growth with clients that match FDA’s values.The Expertise and Skills You Have<ul><li>Proven professional success in building and leading an institutional sales team at a bank, broker-dealer or other financial or digital asset institution with a preference for technology-led services (e.g. prime brokerage, custody/clearing, electronic trading sales). Direct digital assets sales experience is required</li><li>A minimum of 15 years of relevant financial services experience, preferably in the UK and EU regions.</li><li>Understanding of technology, market and ecosystem as it relates to cryptocurrencies, Blockchain and initial coin offerings (ICOs), electronic execution, institutional custody, across various client segments and regions in Europe. Outside of Europe is a plus.</li><li>Directly working on &amp; leading sales staff in identifying potential opportunities, prioritization of prospective clients, pipeline development, financial assessment, transaction structuring, and implementation.</li><li>Demonstrable understanding of institutional investors and intermediaries across the UK and Europe, Middle East and Asia, including asset managers, hedge funds, market-makers, brokers, corporate treasurers, and banks.</li><li>Exceptionally strong interpersonal skills in managing internal and external relationships in a proactive, energetic and customer-obsessed way.</li><li>Experience working in an autonomous and dynamic environment.</li><li>Positive and progressive demeanour, entrepreneurial and results-oriented personality</li><li>Exceptional communication, influence and negotiation skills for credible interactions with C-Suite execs on all aspects of relationship.</li><li>Experience leading and driving a team in pursuit of goals in a positive and collaborative manner.</li><li>Experience managing a client pipeline and driving results in a thoughtful and collaborative way.</li><li>Strong understanding of disruption of value chain that is occurring due to Blockchain technology, and strategic leadership for what that means for Fidelity’s businesses.</li><li>Ability to quickly size up a market opportunity and understand the relevance of distribution channels.</li><li>Ability to create, implement and influence clear sales plans across a diverse region with multiple client segments, dynamic regulatory environment with changing competitor base.</li><li>Comfort with the sales toolkit, including experience with CRM systems, including Salesforce and development of sales materials.</li><li>Delivering sales management excellence, developing sales capabilities through dedicated mentoring and coaching.</li><li>Exceeding sales revenue and client acquisition targets.</li><li>Building close, appropriate partnerships across the blockchain ecosystem, representing Fidelity’s interests and objectives.</li><li>Developing go- to- market strategies per segment &amp; region and leading internally to develop and maintain channels for sales.</li><li>Representing the International digital asset eco-system &amp; customer voice with internal business partners.</li><li>Representing FDA interests at industry conferences and trade shows, including public speaking at events.</li><li>Leading and contributing to a climate that values and rewards contributions, drive, initiative, and achievement of results.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.As a Vice President of Sales at Fidelity Digital Assets®, you will interface daily with internal &amp; external stakeholders. You will help identify, develop, and execute strategies that create deep and lasting relationships, focused on the growing demand for digital assets among all types of institutional clients.The Fidelity Digital Assets® Sales team is centrally responsible for growing our institutional client base. As part of the broader Business Development team, the sales team is an essential representation of the Fidelity Digital Assets® brand to the external market as well as providers of prospective client feedback to internal stakeholders. Members of our team are seasoned sales professionals with a combination of deep TradFi and DeFi experience. They own the sales outcomes and seek to outperform revenue targets by positioning our offering to the marketplace. The Global Sales team works collaboratively with each other, broader Business Development as well as with our business partners across both Fidelity Digital Assets® and Fidelity Investments®.<h3>Certifications:</h3><h3>Category:</h3>Sales

Head of International Sales, Fidelity Digital Assets®

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Highland Park, IL

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Fort Collins, CO

Financial Services Representative - Lone Tree, CO

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - San Diego, CA

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Vice President, Wealth Planner - Ft. Myers, FL

<h3>Job Description:</h3>Job Title: Director, Financial Crimes Data Science Testing &amp; Controls<h3>The Role</h3>This role will lead the strategic oversight and independent validation of data science models and analytics used in the detection and prevention of financial crimes. This role ensures that advanced learning solutions, including machine learning models and rule-based systems, meet regulatory expectations, internal governance standards, and operational effectiveness benchmarks. The Director will drive a robust testing and control framework across model development, deployment, and monitoring, while partnering with compliance, risk, and technology teams!<h3>The Expertise and Skills You Bring</h3><ul><li>Master’s or Ph.D. in Data Science, Statistics, Economics or a related quantitative field preferred.</li><li>Minimum 8 years of experience in data science, model validation, testing framework, model risk management, or analytics within financial services, with at least 3 years in a leadership role.</li><li>Deep understanding of financial crime typologies, AML/BSA regulations, new technologies and fraud detection methodologies.</li><li>Strong communication skills with the ability to present complex findings to non-technical partners and regulators.</li><li>Excellency in Python, SQL, and data visualization tools (e.g., Tableau, Power BI)</li><li>Lead a team of quantitative analysts, model validators, and control specialists focused on testing and validating financial crime detection models</li><li>Develop and execute a comprehensive testing and controls strategy aligned with regulatory expectations (e.g., OCC, FRB, FinCEN) and internal risk frameworks</li><li>Oversee the design and execution of rigorous testing protocols for machine learning and rule-based models, including performance benchmarking, back testing, and scenario analysis</li><li>Ensure models are interpretable, explainable, and compliant with regulatory guidance (e.g. SR 11-7)</li><li>Present findings and recommendations on model performance, enhancement, or augmentation requirements to Financial Crimes Compliance senior leaders</li></ul><h3>The Team</h3>The Financial Crimes Models &amp; Analytics team within Financial Crimes Compliance group is responsible for the design, development and maintenance of the firm’s Financial Crimes reporting, intelligence, detection models and optimization. We are an industry leader in Innovation and partner with other analytics group in the organization towards AI/ML strategy. Our greatest Asset is Our People and we are committed to building an enduring culture of learning and mobility.The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

1,049 Project Management / Professional Services Jobs