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<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications 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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer 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>

Fidelity Investments

Financial Representative - Toledo, OH

<h3>Job Description:</h3>Job Description<p><strong><strong>The Role</strong></strong></p><p>The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center in one of the following states: Minnesota, Missouri, or Illinois.</p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong><strong>The Team</strong></strong></p><p>We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics</p>The base salary range for this position is $120,000 - $185,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

VP, Advanced Planning - REMOTE - MN, MO, IL

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

Managing Director, 401K Relationship Manager

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Vice President, FIA Product and Carrier Management leads a team with three primary business focuses:</p><ul><li>Leads all aspects of the development and ongoing support for FIA annuity, life, and hybrid long term care product solutions, including both proprietary and non-proprietary products. Assesses the landscape to align with customer needs in determining opportunities to grow and improve the suite of solutions offered. Provides full product management support, using internal and external opportunities to promote the products as key solutions available through Fidelity as part of an advisor led or digital experience.</li><li>Leads the team who provides oversight and coordination of carrier partners on our Fidelity Insurance Network (FIN) platform.</li><li>Partners closely with the Commercialization and Go to Market team to drive client awareness and engagement regarding FIA solutions using both internal and external strategies.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Leading a team across multiple sites (MA, RI, NH), drive the growth of each product line through the complete range of product oversight, development, management, and monitoring</li><li>Understand demographic and product trends to assess new business opportunities in FIA products and develop cases for new features to better serve Fidelity's customers and drive sales in all channels.</li><li>Drive and leverage thought leadership and collaborate closely with Sales Distribution as well as cross-Fidelity to position products in client planning interactions to help enable better client financial outcomes</li><li>Oversee the relationships of our eight (8) key FIN partners. This includes regular and ongoing communication around key initiatives and opportunities, industry trends, as well as quarterly and annual partnership meetings</li><li>As a securities’ licensed Registered Principal, review and approve all customer-facing content.</li><li>Build and maintain strong relationships with FIA business partners - Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations</li><li>Be an effective contributor and role model for teamwork across the Fidelity organization.</li></ul><h3>Skills and Education</h3><ul><li>Bachelor's degree or equivalent experience, MBA a plus</li><li>15+ years financial industry with demonstrated knowledge, and experience with, annuity and insurance products highly desired</li><li>Consistent track record in financial services product management and carrier relationship management.</li><li>FINRA series 7 and 24 or 6 and 26 license; or willing to obtain within 120 days of hire</li><li>Strong knowledge of financial services, investing and retirement income planning</li><li>Strong influencing skills</li><li>Excellent verbal communication skills and presentation abilities</li><li>Effective in a team-orientated environment</li><li>Please note that this is not an Agile product owner or product development role.</li></ul><p><strong>Company Overview</strong></p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com</p><p>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3>Series 06 - FINRA, Series 07 - FINRA, Series 24 - FINRA, Series 26 - FINRA<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>

VP, FIA Product and Carrier Management

<h3>Job Description:</h3>Job Description<p><strong><strong>The Role</strong></strong></p><p>The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center. Regional Center in state of Colorado.</p><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong><strong>The Team</strong></strong></p><p>We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics</p>The base salary range for this position is $120,000 - $185,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

VP, Advanced Planning - REMOTE - Denver, CO

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p>Fidelity Enterprise Compliance seeks a Compliance Advisor for Fidelity’s Registration and Licensing (R&amp;L) team. R&amp;L is a critical compliance function that provides guidance on securities registrations, insurance licenses and investment advisor representative appointments for all Fidelity associates. The Compliance Advisor will advise and work with the business units and Operations to ensure that registration and supervision requirements are met for the firm’s various businesses and products and will proactively raise and address R&amp;L issues. </p><p><strong>The Expertise You Have</strong></p><ul><li>5+ years compliance and/or regulatory experience in the financial services/brokerage industry, registration and licensing experience is a plus</li><li>Knowledge of FINRA, SEC, and state registration rules and regulations is a plus</li><li>4-year college degree required, MBA or JD a plus</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Your strong analytical, organizational, and creative problem-solving skills</li><li>Your ability to influence key decision makers through a combination of knowledge, reasoning, and relationships</li><li>Your experience working collaboratively across a large organization, including project management</li><li>A strong team player and the ability to collaborate across business units</li><li>Your ability to simultaneously identify, prioritize and address multiple issues and quickly respond to shifts in priorities</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Analyze complex rules and requirements and identify where business units may be impacted and recommend a course of action</li><li>Advise on registration and licensing matters and define a clear course of action to resolve matters</li><li>Proactively identify, escalate, and remediate issues to reduce regulatory risk</li><li>Monitor regulatory changes and define a clear path to compliance, assist with responding to regulatory inquiries, review and advise on registration requirements and limitations</li><li>Review, analyze, and provide interpretive guidance on potential registration disclosures and restrictions on registration</li><li>Review and align supervisory principals and registered associates</li><li>Maintain and update our Enterprise registration policy</li><li>Encourage a culture of diversity, inclusion, ownership, and empowerment</li><li>Be a thoughtful decision maker who strives to improve the associate experience while maintaining a strong culture of compliance</li></ul>The base salary range for this position is $81,000-$137,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><h3>Certifications:</h3><h3>Category:</h3>Compliance

Senior Manager, Compliance

<br><h4>Description</h4>                Are you interested in working in a fast paced, evolving organization? The Data Exchange Consultant is a member of the Data Ops organization responsible for working directly with WI clients and their vendors, coordinating the transition or changes to their inbound and outbound data payroll files. <ul><li>We review and analyze the standard payroll needs of the Plan Sponsor to determine accurate fit for desired Fidelity services. </li><li>We establish all ongoing payroll processing to and from the client’s payroll vendor (ADP, UKG, Paylocity, Workday, etc) and Fidelity, as well as define and request payroll systems improvements required for ongoing Plan processing. </li></ul> The Expertise and Skills We’re Looking For <ul><li>Validated experience in the retirement market, client service or implementation process is a plus! </li><li>Understanding of requirements from a client, interpreting those requirements and completing a plan to establish the integration to satisfy the requirements. </li><li>Experience interacting with external clients and internal business partners </li><li>Validated problem solving and client management abilities with the foresight to anticipate potential problems and to plan for such events. </li><li>Excellent written and oral communication skills </li><li>A strong professional reputation of building credibility and trust with diverse clients </li><li>Prioritize multiple concurrent objectives, projects, tasks, and can make effective judgments on their prioritization and time allocation </li><li>Self-starter, self-managed, and motivated with the ability to work independently to deliver results </li></ul><strong>The Team</strong><br> Our vision is to deliver outstanding customer experience for all plan sponsors while enabling Fidelity to deliver better outcomes through proactive management of client data issues. As part of the team, we participate in the discovery process with the Client, Prior Recordkeeper, and Payroll Vendor to collect all data vital to complete the Implementation Project. We act as the primary point of contact for the client on the integration of their payroll system with Fidelity. We strive to provide outstanding execution and service and are devoted to client level initiatives that improve the overall health of data at Fidelity                                                            <br>

Fidelity TalentSource

Data Exchange Consultant

<p>At Revere Health, we believe there is a better path to healing and healthcare maintenance, and we’re working on this mission—one patient at a time. We’re a national leader in a movement called value-base care which aims to improve treatment outcomes and keep costs down. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.</p><p>Position Summary:<br>Responsible for the over-all financial processes of the department as they relate to the treatment of Oncology patients. Determines insurance eligibility and benefits, obtains authorizations when applicable. Works as an advocate for the patient in dealing with insurances and available programs to ensure proper payment of services.<br></p><p>Essential Job Functions:</p><p>Insurance Verification Process</p><ul><li>Call insurance company and verify eligibility and benefits.</li><li>Fill out benefit verification form and scan into patient’s medical record. </li><li>Checks chemo pods to verify patient insurance and authorization is correct.</li></ul><p>&nbsp;Indigent Patient Process</p><ul><li>Refer to social work for Medicaid and/or SSI disability applications.</li><li>Fill out and submit patient assistance drug form.</li><li>Follow-up on shipping and receipt of drugs. </li><li>Submit to billing for removal of charges from patient’s account.</li></ul><p>&nbsp;Underinsured Patient Process</p><ul><li>Research for foundation assistance with account balances. </li><li>Fill out and submit appropriate forms for reimbursement.&nbsp;</li><li>Ensure billing is correctly submitted to business office.</li></ul><p>Follow-Up Processes </p><ul><li>Follow up on new patients consults to verify if patient’s treatment or IV. </li><li>If yes, complete required preauthorization for treatment.&nbsp;</li><li>If patient does not have insurance coverage, research and submit paperwork to assistance programs. </li><li>Follow-up on treatment patients to update any required authorization for continuing treatment. </li><li>Follow-up on patient accounts to ensure payment for treatments or procedures in question.</li><li>Ensure all required authorizations have been obtained. </li><li>Review weekly patient/insurance balance report. </li><li>Task all action into patient records.</li></ul><p>Foundations</p><ul><li>Ensures all patients that are eligible for copay assistance/foundation are enrolled in programs. </li><li>Submits claims to foundations in a timely manner. </li><li>Ensures foundation payments are posted with the correct amount to the correct codes. </li><li>Enrolls patients in a payment plan to avoid collections.<br></li></ul><p>Qualifications:&nbsp;</p><ul><li>2 years working in a medical office (oncology preferred) </li><li>Basic understanding of insurance authorization processes </li><li>Communication skills required. Must be able to interact with Providers, other medical office employees, and patients.&nbsp;<br></li></ul><p>Hours:&nbsp;M-F 8-5 VARIES<br></p>

Revere Health

Financial Coordinator-FT-Medical Oncologhy-Provo

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>How will you make an impact in this role?</strong></p><p>Global Merchant Services, the merchant network of American Express, acquires and maintains relationships with millions of merchants around the world who welcome American Express-branded Cards.</p><p>This position will report to the leader of the new MS – U.S. Quality &amp; Oversight team and be responsible for supporting operational risk and governance efforts for the broader MS - U.S organization. This is a brand new, high-visibility position and offers a unique opportunity to contribute to the design and build effective processes from the ground up. The role will provide an opportunity for the Analyst to learn the Global Merchant &amp; Network Services business, gain experience working as part of a global organization, drive and lead key projects, as well as gain deep industry insight into some of the most strategic segments of the merchant business while focusing risk culture and compliance efforts. This position will play a valuable role bringing data components together, researching, analyzing, and preparing data and insights and reporting in support of effectively managing operational risks, in accordance with the company’s risk framework and policy.</p><p><strong>Responsibilities:</strong></p><p>·Support the development &amp; roll out of an enhanced and streamlined MS-U.S. quality and oversight support model to ensure compliance with enterprise governance.</p><p>·Collaborate with partners to ensure processes are documented appropriately and trainings, tools and resources reflect current rules &amp; guidance for MS-U.S. colleagues.</p><p>·Research, analyze and prepare data, insights and reporting for analysis, process validation and improvement as well as broad strategy development.</p><p>·Support projects with data, reporting, analysis and more</p><p>·Play an active role, contributing ideas and recommendations to help design and build effective business processes and reporting from the ground up</p><p>·Review and analyze practices, processes and data across a variety of MS – U.S. teams.</p><p>·Function as conduit to other parts of the Enterprise as needed to drive business results.</p><p>·Share and leverage best practices across the team and with other GMNS Business Analyst colleagues.</p><p><strong>Qualifications:</strong></p><p>·Strong analytical skills, comfortable using data to formulate and support theories.</p><p>·Decisive self-starter with high degree of accountability and ability to exercise sound business judgment and clear, independent decision-making.</p><p>·Proven Project Management Skills with the ability to manage multiple, complex, time sensitive items simultaneously.</p><p>·Ability to influence across all levels and to develop relationships with leaders, peers, and control and compliance teams.</p><p>·Strong verbal, written, interpersonal and presentation skills allowing for clear and appropriate messaging for multiple levels/audiences.</p><p>·Resilient collaborator with proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity, and rapid change.</p><p>·Ability to work cohesively with senior leaders.</p><p>·Proven ability to learn business systems, including reporting and CRM tools.</p><p>·Power BI, Power Apps, PowerPoint, Excel, Salesforce skills. SQL, Python, Tableau recommended. Microsoft Project, Planner, MS Visio and Archer technology platforms a plus.</p><p>·BA/BS Degree required.</p><p>Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our&nbsp;Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window:&nbsp;<a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American&nbsp;<br>Express may provide visa sponsorship for certain positions</p>

American Express

Business Analyst

<p>You Lead the Way. We’ve Got Your Back, </p><p>At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you’ll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. </p><p>Enterprise Data Management &amp; Products (EDMP), a key part of our Technology organization, focuses on delivering data products that fuel business growth and unlock value, while also shaping robust data management strategies and governance solutions.&nbsp; Our aim is to propel growth, unlock potential, enhance efficiency, manage risk, and foster talent.&nbsp; By prioritizing enterprise growth across all sectors, we create solutions that enhance satisfaction and value, streamline operations for scalability, and maintain trust and security.</p><p>Are you up for a challenge? Do you want to join a dynamic, innovative, forward-looking team with key technology partners? Are you familiar with agile? Love to improve processes and drive automation to reduce inefficiencies but also drive additional value. Then this could be the role for you!</p><p>The Enterprise Data Products (EDP) organization is part of the American Express Technology Group. EDP manages the Big Data Ecosystem which helps to centralize data across the company with built-in governance and democratization of access to a broad user community. The team is driving the future of our business by building products and platforms that delivers trusted and quality data for decision science processes, big data applications and analytical users.  We are looking for multiple Product Operational Managers across different work streams – Cornerstone, BI and Lumi. This role works closely with Business, Technology, and Infrastructure partners to address Initiatives across the enterprise, as well as adoption of training users onto Lumi.</p><p><strong>Responsibilities:</strong></p><ul><li>Support the development of software products in alignment with business objectives and&nbsp;create business and technical documentation as required by the development lifecycle. </li><li>Define product scope and objectives, ensure compliance with standards and best&nbsp;practices, and drive production issue management, analysis, and issue tracking. </li><li>Ensure&nbsp;product and capability areas are controlled through a defined roadmap aimed at&nbsp;improving time to market, reduced operational risk, and increased business value. </li><li>Work closely with technology teams to develop, test, and&nbsp;deliver defined capabilities and rapidly iterate new solutions. </li><li>Collaborate with customers and key stakeholders to deliver Lumi capabilities that improve the overall experience for our big data customers and teams </li><li>Actively drive communication and sharing sessions with Lumi customers across different business units to drive use case adoption </li><li>Lead discussions to build use case and data onboarding roadmaps and project plans </li><li>Partner with customer success team to enhance Lumi training opportunities for customers </li><li>Effectively implement use cases with cooperative engagement from business partners and technical leaders </li><li>Conduct meetings that encourage teamwork while driving effective corrective actions and prioritizing necessary process enhancements to improve performance and availability </li><li>Demonstrate a sense of urgency and enthusiasm in developing elite Enterprise Data Platform services </li><li>Champion an external perspective in delivering solutions via a deep understanding of the external landscape; inspire and infuse external perspective across workstreams to modernize the platform </li></ul><p><strong>Qualifications:</strong></p><ul><li>Position requires a Master’s degree in Computer Science, Engineering, Information&nbsp;Systems, Business Administration, or a related field, and 2 years of experience with&nbsp;driving large-scale product development projects through all phases of the systems&nbsp;development lifecycle. </li><li>Experience must also include a minimum of: 3 years of experience&nbsp;with business systems analysis, including requirements analysis and definition; 3 years of experience with root cause analysis, developing/reviewing of business process flows, and&nbsp;designing, building, and testing application code; 1 year of experience with creating&nbsp;data architecture solutions consistent with enterprise standards </li><li>5+ years of experience in Product Management with proven track record in carrying out discovery and analysis to support the creation of our Product Vision, Strategy and Framework </li><li>Experience handling customer interactions and executive reporting </li><li>Proven track record managing large, complex features or products with multiple partners </li><li>Ambitious with strong interpersonal and communication skills, both verbal and written </li><li>Customer First:&nbsp; Obsess over customer needs - identify opportunities and gaps, work to address those needs </li><li>Partner and Collaborate:&nbsp; Work closely with engineering, data, analytics and product management teams to deliver results </li><li>Shows a genuine personal dedication to successfully completing all projects with an ability to learn rapidly and adapt quickly to changing situations </li><li>Confirmed history influencing and getting results for enterprise-level projects </li></ul><p>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.&nbsp;</p>

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