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<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX!</p> <h3><strong>The Role</strong></h3> <p>The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls</p> <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul> <h3><strong>The Team</strong></h3> <p>The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.</p> <h3><strong>COVID Work Policy</strong></h3> <p>Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.</p> <h3><strong>Dynamic Working – Post Pandemic</strong></h3> <p>Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.</p> <p>Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.</p>

Fidelity TalentSource

Brokerage Operations Representative

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX.<br> <br> The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team.<br> Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously <em>giving</em> to non- profit organizations to meet their philanthropic goals. You get to be a part of that! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements </li><li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements </li><li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays </li><li>Maintain high-quality data entry and account setup within core systems </li><li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met </li><li>Share observations of potential process improvements to the account opening process and client experience with your manager </li><li>Collaborating with internal Charitable business partners to fulfill special handling requests </li><li>Escalate risk-related concerns and documentation issues promptly </li><li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships </li><li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals </li></ul> <br> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree </li><li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management). </li><li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy </li><li>Strong ability to identify errors and inconsistencies in documentation and data inputs </li><li>Excellent verbal and written communication skills to effectively interface with internal partners and clients </li><li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills </li><li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed </li><li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards </li><li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment </li><li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions </li><li>Flexible with overtime as requested (especially December – Giving Season) </li></ul> <br> The Team<br> Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<br> <br>

Account Opening Specialist

<p><strong>Join the Clean Energy Revolution</strong></p><p>Become a <strong>Business Performance Management – T&amp;D Operations, Sr Advisor</strong> &nbsp;at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll be supporting Business Performance Management and Operations, you will be the lead in the performance management and oversight of T&amp;D Operations. The role will include evaluation of existing performance against targets, trend analysis, and development of key performance indicators (KPIs) to improve strategic guidance for T&amp;D senior leadership. This will include identification of risks, strategies for mitigating those risks, cross functional collaboration, and providing guidance for corrective action. Serve as the primary point of contact for operations interfacing with the Performance &amp; Support organization. This role will lead performance meetings taking requisite follow-up actions to ensure successful coordination between the business performance and operations functions. As a <strong>Business Performance Management – T&amp;D Operations, Sr Advisor</strong> , your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?</p><h4><b>Responsibilities</b></h4><ul><li>Define key performance indicators (KPIs) and metrics that align with the organization’s strategic goals; establish benchmarks and targets to measure and evaluate performance across different areas such as financial, operational, and customer satisfaction and employee productivity.</li><li>Lead the gathering and reporting of company performance metrics, including financial, operational, and customer metrics (KPIs); provide insights on the impact of changes on performance metrics and help stakeholders adapt to new processes.</li><li>Oversee the creation of performance reports and dashboards that clearly and concisely present key metrics and trend; share these reports with stakeholders to provide a comprehensive view of the organization’s performance and track progress towards strategic goals.</li><li>Work with stakeholders to translate strategic objectives into actionable initiatives and project; ensure that performance measures are aligned with the organization's strategy.</li><li>Integrate performance management systems, such as balanced scorecards or OKRs (Objectives and Key Results).</li><li>Identify areas for performance improvement based on data analysis and insights.</li><li>Collaborate with cross-functional teams to develop and implement strategies, initiatives, and process improvements that drive efficiency, productivity, and cost savings.</li><li>Assess and monitor risks that may impact business performance. Identify potential risks, develop risk mitigation strategies, and establish monitoring mechanisms to ensure that risks are effectively managed.</li><li>Collaborate with stakeholders across the organization, including executives, department heads, and operational teams. Facilitate discussions, workshops, and presentations to communicate performance results, share insights, and gain buy-in for performance improvement initiatives.</li><li>Continuously evaluate and refine performance management processes and methodologies.</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4><b>Minimum Qualifications</b></h4><ul><li>Ten or more years of experience preparing or supporting performance data analysis/reporting.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Bachelor's degree in business administration, engineering, construction management, STEM, or related disciplines.</li><li>Five years of experience with SCE’s Transmission &amp; Distribution field operations, Scheduling, Construction Project Management.</li><li>Project Management Professional Certification.</li><li>Ten years of experience with project or program management.</li><li>Three years of experience within a Utility.</li><li>Experience using Microsoft Office tools with the ability to develop and deliver effective presentations using MS PowerPoint.</li><li>Ability to collaborate effectively, influence outcomes, and demonstrate strong facilitative skills.</li><li>Ability to speak effectively and present to executive audiences with clarity and confidence.</li></ul><p><strong>Additional Information</strong></p><ul><li>The position’s work mode is&nbsp;<strong>remote</strong>.&nbsp;Employee is&nbsp;able to work primarily at home or remote however, the employee may be expected to come to an SCE facility on occasion. Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California. Hiring organizations can add further requirements related to specific jobs. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;</li><li>The primary work location for this position is remote.&nbsp; However, the successful candidate may also be asked to work at various work locations across SCE territory to support the T&amp;D Operations organizations.</li><li>Position will require up to&nbsp;60% traveling and being out in the field throughout the SCE service territory.</li><li>Relocation does not apply to this position.</li></ul><p><strong>About Southern California Edison</strong></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.</p><p>We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

Southern California Edison

Business Performance Management - T&D Operations, Sr Advisor

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</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>

Fidelity Investments

Investment Consultant - Sarasota, FL

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Sr. Charitable Solutions Consultant role is critical in accomplishing the fundraising and distribution goals of increasing contributions and new accounts by building new relationships and managing existing relationships across the Fidelity Wealth Organization. Providing charitable planning support, education and Donor Advised Fund subject matter expertise to Fidelity Wealth Advisors and their clients.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree</li><li>Solid understanding of the financial advisor industry and financial planning experience</li><li>Fundraising, sales, or relationship management experience is helpful.</li><li>Consistent track record of being intellectually curious and driven to constantly improve.</li><li>A dynamic personality with a high level of passion and motivation to achieve goals.</li><li>High ability to learn new insights and skills quickly while constantly adapting to new situations.</li><li>Dedication to constant self-improvement and exhibit a competitive drive.</li><li>Comfortable making outbound phone calls to influence financial advisors on the impact of donor advised funds and the importance of charitable planning.</li><li>A competitive drive and resiliency to achieve your goals.</li><li>Proven track record to continuously uncover new prospects and opportunities.</li><li>Effective time management skills to balance deal work, proactive fundraising activity, various campaigns, and personal development.</li><li>Motivated toward success, willing to demonstrate ownership and committed to achieving substantial goals.</li><li>Expert in the consultative selling approach to better understand the needs of the advisors.</li><li>Ability to build positive relationships with advisors in order to influence and exceed fundraising goals.</li></ul><h3><strong>The Team</strong></h3><p>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising and Distribution.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>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.</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>

Charitable Solutions Consultant

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Relationship Management<p>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.</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>

Planning Consultant - Memphis, TN

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Workplace Investing’s Tax-Exempt (TEM) Delivery Team is seeking an enthusiastic product leader with a passion for engaging partners across Workplace Investing, Brokerage, Wealth, and Fidelity Institutional. As a <strong>TEM Planner Enablement Squad Leader</strong>, you will provide product leadership and partner with Chapter Leaders (CL) and business partners to deliver on committed outcomes. You will work with the scrum team to execute delivery of our TEM Planner Enablement capabilities and releases aligned to the integrated product roadmap.​ Working with partners throughout and beyond TEM, you’ll ensure our TEM Products deliver on the future needs of our customers. The role reports to the Group Squad Leader (GSL), TEM Delivery</p><p>The Planner Enablement Delivery Team supports the Fidelity associates responsible helping to serve the financial futures of those who serve others. </p><p><strong>The Value You Deliver</strong></p><ul><li><p>Responsible for proactive research, analysis and recommendation of new &amp; existing feature opportunities that align to the TEM product strategies to be shared with GSL and Commercialization for consideration</p></li><li><p>Foster a culture of trust and innovation</p></li><li><p>Maintain alignment with key business partners and stakeholders thru transparent communication</p></li><li><p>Leverage product management discipline and technical acumen to execute product backlog</p></li><li><p>Demonstrate strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features</p></li><li><p>Drive continuous delivery of Epics &amp; Stories, aligned to Sub-Initiatives that have been prioritized</p></li><li><p>Ensure delivery outputs deliver value to the business</p></li></ul><p><strong>The Team </strong></p><p>TEM provides retirement plan services to benefit leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges &amp; universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developers</p><p>You work in partnership with the TEM Learning Experience Squad Leader as well as with the TEM Group Squad Leader and Commercialization Leader, other Squad Leaders, Scrum Master and various Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity, agile practices, service-oriented leadership behaviors, you sustain and evolve our innovative culture.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree required with 10+ years of professional experience; financial services preferred</p></li><li><p>Possesses strong technical aptitude and/or background (has supported a technical product for 3+ years), Salesforce experience required</p></li><li><p>Demonstrates strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features.​ Has strong understanding of the technology ecosystem (standards, practices, processes &amp; tools)</p></li><li><p>Proven success in</p><ul><li><p>delivering customer value in a highly complex and fast paced environment</p></li><li><p>leading team directly or indirectly</p></li><li><p>working and building partnerships in a highly matrixed, cross-functional environment with collaboration and building strong internal and external business partnerships</p></li><li><p>defining and launching products and services from concept to scale in market using Agile methodology practices/ceremonies processes and tools</p></li></ul></li><li><p>Proven track record of developing, executing and managing digital products and platforms</p></li><li><p>Adept at synthesizing quantitative data and qualitative feedback, using a data-focused approach to understanding customer needs, translating strategic goals into action, and prioritize to improve value delivered </p></li><li><p>Ability to handle multiple, sometimes conflicting priorities, balancing the needs of TEM and key partners </p></li><li><p>Skilled at influencing, and motivating colleagues without formal authority, and have a track record of building successful teams </p></li><li><p>You understand and have the skills for working across various technology platforms </p></li><li><p>Excellent presentation skills as well as solid written and verbal communication skills; ability to synthesize and articulate complex to simple </p></li><li><p>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </p></li><li><p>You are skilled at running a highly diverse, non-co-located agile team </p></li></ul><ul><li><p>Possess comfort with uncertainty – thing critically and make informed decisions when information is scarce </p></li></ul><ul><li><p>Proven time management and organizational skills; able to balance multiple competing priorities </p></li></ul><ul><li><p>Excellent critical thinking, analytical and problem-solving skills </p></li></ul><ul><li><p>Ability to clearly articulate product vision and features </p></li></ul><ul><li><p>Innovative thinking and thoughtful risk taking to get the work done better and faster </p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</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>

Squad Leader, TEM Planner Enablement

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!</b></p>Benefits Day 1<br>Mileage Reimbursement<br><br><br>Role: <br>The Volunteer Coordinator is responsible for coordinating and supervising all patient care volunteer activities.  Serves as a member of the Interdisciplinary Group (IDG) and acts as a liaison between staff, community, and volunteers.<p>Qualifications:<br>• Bachelor’s degree (BA/BS) or an equivalent combination of education and experience<br>• Minimum of two (2) years’ experience in volunteer coordination, preferably in a health care setting<br>• One (1) year supervisory experience strongly preferred<br>• Strong demonstrated capabilities in networking with community resources, and strong knowledge of such resources<br>• Strong communication skills (written and verbal) including face-to-face, telephone, and correspondence<br>• Strength in attention to detail and organizational skills<br>• Program development and implementation skills<br>• Must be able to interact successfully with clients, families and other agencies to present a positive and professional image<br>• Bi-lingual preferred<br>• Previous experience in health care and/or social services setting preferred<br>• Excellent telephone and computer skills<br>• Mobile Driver - Valid driver’s license and automobile insurance per Company policy<br>• Ability to travel in community<br>• Ability to take initiative and work independently<br><br>Competencies:<br>• Satisfactorily complete competency requirements for this position.<br><br>Responsibilities of all employees:<br>• Represent the Company professionally at all times through care delivered and/or services provided to all clients.<br>• Demonstrates high ethical standards in areas of hospice mission and confidentiality, as well as display sensitivity to family needs.<br>• Complies with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.<br>• Complies with Company policies, procedures and standard practices.<br>• Observes the Company's health, safety and security practices.<br>• Maintains the confidentiality of patients, families, colleagues and other sensitive situations within the Company.<br>• Uses resources in a fiscally responsible manner.<br>• Promotes the Company through participation in community and professional organizations.<br>• Participates proactively in improving performance at the organizational, departmental and individual levels.<br>• Improves own professional knowledge and skill level.<br>• Advances electronic media skills.<br>• Supports Company research and educational activities.<br>• Shares expertise with co-workers both formally and informally.<br>• Participates in Quality Assessment and Performance Improvement activities as appropriate for the position.<br><br>Job Responsibilities:<br>• Meets standards of practice of the Volunteer Services Department.<br>• Recruits volunteers through community networking activities and marketing efforts.<br>• Screens potential volunteers through intake calls and interviews, and in training.<br>• Trains, assigns, supervises and evaluates patient/family care volunteers as well as volunteers for events, Speakers Bureau, administrative support and various other roles.<br>• Participates in the development and implementation of programs which enhance the morale and effectiveness of volunteers, volunteer newsletter, volunteer in-services, support programs and annual volunteer recognition.<br>• Participates in volunteer-related special events, committees and task force groups.<br>• Maintains records of volunteers, ensuring that all file requirements are met and kept current.<br>• Serves as a liaison between team members and volunteers on the Interdisciplinary Group (IDG).<br>• Performs other duties as assigned.</p><p><b>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy. </b></p>

Chapters Health System

Volunteer Program Coordinator- Hope Healthcare-Cape Coral

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!</b></p>Role: <br>The RN, Care Coordinator is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Team (IDT), and providing clinical, palliative and supportive care to the patient/family unit in order to keep the participant in their home environment as long as possible.<p>Qualifications:<br>• Current license as RN in the state where the employee will be working<br>• Minimum one (1) year of nursing, preferable to have experience with home health, skilled nursing, and/or case management<br>• Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system<br>• Mobile Driver - Valid driver’s license and automobile insurance per Company policy<br>• Reliable transportation to meet visit schedule<br>• Ability to use equipment with visual and auditory mechanisms<br>• Ability to effectively communicate in English (verbal and written)<br>• Ability to visit Participant in their homes to assessments<br>• Ability to perform the essential functions and physical requirements (including, but not limited to: lifting patients and/or equipment, bending, pushing/pulling, kneeling) of the job with or without reasonable accommodation</p><p>•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross.</p><p>Some locations may require:</p><ul><li>Provides reassurance on the phone to patients and families. Assists in finding solutions to their questions and/or recognizes the need for an in person visit. Coordinates in person visit when needed/or requested.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Documents patient/family contact information in the EMR and communicates with the Interdisciplinary Team (IDT).</li><li>Completes initial and semi-annual assessment for all Company services including, but not limited to:<ul><li>Explains services to patients/families and addresses questions regarding patient needs, fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Provides information to Physicians and other IDT members and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to enhance prevention, prevent complications, alleviate symptoms and maximize physical and emotional comfort</li><li>Obtains Physician orders</li><li>Completes documentation per Company policy</li></ul></li></ul><ul><li>Acts as the Company representative at assigned facilities while facilitating referrals to all service lines; works closely with referring hospitals, physicians, facilities, patients, families, and the general public.</li><li>Communicates frequently with other members of the IDT.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li></ul><p><br>Competencies:<br>• Satisfactorily complete competency requirements for this position.<br><br>Responsibilities of all employees:<br>• Represent the Company professionally at all times through care delivered and/or services provided to all clients.<br>• Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.<br>• Comply with Company policies, procedures and standard practices.<br>• Observe the Company's health, safety and security practices.<br>• Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.<br>• Use resources in a fiscally responsible manner.<br>• Promote the Company through participation in community and professional organizations.<br>• Participate proactively in improving performance at the organizational, departmental and individual levels.<br>• Improve own professional knowledge and skill level.<br>• Advance electronic media skills.<br>• Support Company research and educational activities.<br>• Share expertise with co-workers both formally and informally.<br>• Participate in Quality Assessment and Performance Improvement activities as appropriate for the position.<br><br>Job Responsibilities:<br>• Provides and manages direct care to patients and families as part of Interdisciplinary Team (IDT), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up.<br>• Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs.<br>• Educates patient, family, caregivers and other health professionals about disease process and decline, prevention, palliative interventions, care giving, dying process and safety practices.</p><p>- Participant visit frequency dependent on risk score/needs to be determined</p><p>- Home visits to assess home safety, medication compliance, nutritional compliance, DME compliance- ability to live safely in the community.<br>• Reports changes in the patient’s condition to appropriate members of the IDT or other health professionals.<br>• Participates with the IDT to evaluate hospice referrals/admissions for level of care appropriateness.</p><p>- Attends daily IDT collaboration meetings<br>• Presents concise and pertinent oral and written reports to IDT; respects and encourages input from all disciplines.<br>• Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others.<br>• Supervises patient care provided by Community Health Workers and Home Health Aides as requested.<br>• Performs other duties as assigned.<br><br>Physical Demands for Post Offer/Pre-Placement (The demands described below are representative of those that must be met by an individual to perform the essential functions of the job, with or without reasonable accommodation.):<br><br>While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel.<br><br>Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance.<br><br>Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.</p><p><b>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy. </b></p>

RN, Care Coordinator HPH Hospice

<br><h4>Overview</h4><p>Work as a support member of a Contract Sales team focusing on "after the sale," support including Database Administration, Logistics, and setting up service calls for customers.</p><h4>Responsibilities</h4><br><ul><li>Partner with and work alongside Project Managers for successful execution of jobs.</li></ul><ul><li>Submit paperwork for new job set up and handoff to purchasing.</li><li>Ensure job tasks are completed throughout the life of the project.</li><li>Make sure all documents and data and appropriately entered and uploaded.</li><li>Enter and track financials throughout the project.</li></ul><ul><li>Tracking</li><ul><li>Ensure project is on target to hit dates by tracking all equipment to intended destination.</li><li>Tracking and Coordinating/Communicating Direct Ships to whoever is receiving it, meaning Customer, GC, Installer, Service Company, etc.</li></ul><li>Manage Cutbook Updates as changes occur on jobs.</li><li>Pick Tickets- Responsible for distributing documents to appropriate team members for what items the warehouse personnel needs to prepare for shipment.</li><li>Arrange, coordinate, and schedule deliveries for all jobs and single shipments. Work closely with warehouse personnel to verify skid counts, weight, and truck scheduling.</li><ul><li>Obtain multiple quotes to ensure the best price for shipment.</li><li>Handle any damaged freight claims for items.</li><li>Assist with getting canceled items returned to the factory.</li></ul><li>Assist with coordinating installers for dates on site.</li><li>Prepare all close out documents for jobs nearing completion.</li><ul><li>Distribute all equipment manuals.</li><li>Prepare warranty information and serial #’s for all equipment supplied.</li><li>Schedule all startups and demonstrations for equipment.</li></ul><li>Assist Customers with service issues during job Turnover and throughout the warranty period of equipment.</li></ul><h4>Ideal Candidate Will Possess the Following Skills and Abilities</h4><ul><li>Attend Team meetings in person when asked (Office Location, Melville, NY).</li><li>Ability to multi-task and work in a fast-paced environment.</li><li>Proficient in Microsoft programs.</li><li>Ability to work independently with minimal supervision and as part of a team.</li><li>Strong communication skills, both oral and written.</li><li>Strong relationship building skills with customers, manufacturers, co-workers, and vendors.</li><li>Exceptional organizational skills and strong attention to detail</li><li>Excellent customer service attitude.</li><li>Critical thinking and problem solving.</li></ul><p>This position is frequently required to sit, hear, use close and peripheral vision as well as depth perception. It also requires occasional standing, walking, bending, stooping, kneeling, and squatting. May occasionally lift up to 25 lbs.</p><p>Standard hours are Monday – Friday from 8:30 am – 5 pm. May require evening and weekend hours as business needs demand. Will travel up to 10%. This is a hybrid work position that may require office hours in the future.</p><p>At Singer Equipment Company, we value each and every one of our dedicated staff and therefore are pleased to offer a competitive starting wage, a comprehensive benefits package including: medical, dental, vision, short term and long-term disability, 401K with company match, group life insurance, flexible spending, paid time off, and paid holidays.</p><p><strong>EOE/M/F/Veterans/Disability</strong></p><p><strong>Work Location: Melville, NY | In-Office</strong></p><p><strong>Compensation: $55K+ (Depending on Exp)</strong></p>

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