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The UM Clinical Support Specialist plays a vital role in supporting the leadership of the Utilization Management team by collecting, analyzing, and reporting data. This position is responsible for maintaining utilization and productivity logs, developing, and monitoring reports, and ensuring accurate and timely documentation. The role also provides administrative support to the clinical team by managing inbound and outbound calls that do not require clinical intervention, review referrals for completeness, assisting reviewers with obtaining clinical information when needed, and supporting compliance, training, and appeal processesOffice Location: <ul><li>Office located at 7600 North 16th Street, Suite 140 Phoenix, AZ 85020</li><li>Remote</li></ul>Essential Functions: <ul><li>Works independently with minimal supervision and demonstrates accountability for work quality.</li><li>Support the UM Director and Supervisor in data collection and analysis.</li><li>Creates and manage comprehensive reports on utilization and productivity and performance trends.</li><li>Reviews the human resource credentialing reports with the Supervisor to ensure clinician licenses remain current in all applicable states.</li><li>Monitors Relias for completion of mandatory training and ensure staff compliance within required timelines.</li><li>Records and tracks QIO appeal requests and provides assistance as needed.</li><li>Assists the clinical team by managing non-clinical calls, inquires and administrative tasks.</li><li>Assists the clinical team by reviewing referrals for missing clinical documentation andobtaining clinical information from providers or facilities when necessary and providing decision notifications back to the providers.</li><li>Assist UM reviewers with administrative tasks in relation to the PA/RA/Appeals process.</li><li>Assist UM department with non-clinical RA decisions.</li><li>Answers and resolves portal tickets in a timely manner.</li><li>Maintains accurate logs, tracks data trends and identifies opportunities for process improvements.</li><li>Exhibits a professional, pleasant and welcoming demeanor both in person and on the phone.</li><li>Schedules 1:1 meetings for leadership and staff as directed.</li><li>Other duties as assigned.</li></ul>Qualifications:<ul><li>Associate degree in healthcare administration, business administration, or a related field required; Bachelor’s degree preferred.</li><li>Proven experience in a healthcare support role, particularly in data collection and reporting.</li><li>Prior experience supporting clinical teams and handling administrative tasks related to healthcare services.</li></ul>Knowledge and Experience:<ul><li>Proficiency in relevant software applications (e.g., Excel, Power BI, database management systems).</li><li>General medical knowledge.</li><li>Understanding of healthcare utilization management processes and terminology.</li><li>Awareness of privacy regulations and data security practices in healthcare.</li><li>Excellent organizational skills with strong attention to detail.</li><li>Critical thinking and troubleshooting skills.</li><li>Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.</li><li>Well-developed interpersonal and communication skills.</li><li>Professional appearance and manner.</li><li>Ability to work both independently and collaboratively in a team environment.</li></ul>tango provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. tango will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.

tango

Utilization Management (UM) Clinical Support Specialist (Remote)

SUMMARY:&nbsp;&nbsp;Under general supervision of the Campus Director and Dean for Academic Affairs and Operations perform, coordinate and oversee campus administrative duties in support of the campus academic programs, campus and general administrative needs as defined in the job elements below. This position requires the ability to act confidentially, handle sensitive information and exercise independent judgment.&nbsp; Some technical knowledge of the specific area of assignment may also be required.KEY JOB ELEMENTS:<ul><li>Performs academic, campus and limited general administrative and clerical duties as assigned by the Campus Director &amp; Dean of Academic Affairs and Operations.&nbsp;</li><li>Collaborate with Vice Chancellors, Assistant Vice Chancellors, University Directors, College Deans and Department Chairs in carrying out the priorities of the University including but not limited to items pertaining to supporting programmatic accreditation and assessment reporting.</li><li>Maintains correspondence logs, files, information databases, and other tracking systems as necessary.&nbsp; </li><li>Prepares Executive Committee, OPM, PACs, and other programmatic meeting minutes. </li><li>Organizes programmatic meeting dates, meeting structure, and sends out agendas.&nbsp; Distributes Executive Committee weekly KPI updates to campus program leaders. </li><li>Ensure signage for classrooms, campus services and office spaces are clearly marked.</li><li>Create, distribute and collect faculty contracts, student files, and faculty files containing required programmatic documentation.</li><li>Assists with directing students with locating campus leaders, including directing them toward offices, phone, e-mail or classrooms. </li><li>Ensure signage for classrooms, campus services and office spaces are clearly marked and accessible.&nbsp; </li><li>If requested by Campus Director, may provide new employees with on boarding information, such as tours and campus directories, office or cubicle accommodations, employee access badges; business cards, and ensure new hires have necessary equipment and accesses to assume assigned duties on day one.&nbsp; </li><li>Maintain campus keys in coordination with the university Director of Facilities and Campus Director/Dean of Academic Affairs and Operations.</li><li>Ensure employee engagement and recognition activities are organized and occurring on a regular schedule, such as service awards, employee recognition and leading employee engagement committee work.</li><li>Responsible for onboarding of new hires.&nbsp; This includes I-9 completion and background check completion.&nbsp; </li><li>Maintain all personnel files.&nbsp;</li><li>Responsible for all adjunct contracts and appointment letters.&nbsp; </li><li>Ensures adjunct pay is calculated and submitted timely on the pay schedule.&nbsp; </li><li>Responsible for all proctor scheduling, contracts and payments.&nbsp;</li><li>Responsible for monitoring all job postings for the campus and reviewing applicants for qualifications.&nbsp; Once qualified, responsible for sending to hiring managers and assisting with the scheduling of interviews. &nbsp;</li><li>Campus purchasing support for local service providers and suppliers. Includes ordering office or program related supplies and scheduling assistance as necessary.&nbsp;</li><li> Maintains office equipment such as fax machines, postage meters, copy machines and printers.&nbsp; </li><li>Responsible for mail distribution and receiving support.</li><li>A cell phone is required for use during work hours and after hours as needed.&nbsp;&nbsp; </li><li>This position requires flexibility with schedule as needed to support the campus events.</li><li>Other duties as assigned.</li></ul>JOB REQUIREMENTS:&nbsp;<ul><li>Bachelor’s Degree in a related discipline.</li><li>Minimum of four years’ progressively more responsible administrative experience in a corporate or academic environment supporting mid to upper-level manager(s). </li><li>1-2 years of previous HR experience preferred</li><li>Excellent written and verbal communication skills.</li><li>Strong interpersonal skills.</li><li>Superior organizational and problem resolution skills.</li><li>Business computing skills (validated by testing where applicable) to include the following:</li></ul><ul><ul><li>Advanced proficiency level for Word </li><li>Basic proficiency level for Excel </li><li>Advanced proficiency level for Power Point </li><li>Basic proficiency level for Outlook</li></ul></ul><ul><li>Ability to use database programs (CampusVue)</li></ul><ul><li>Professional telephone/video manner and personal appearance.&nbsp;</li></ul>ENVIRONMENT:&nbsp;&nbsp;The duties and characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.&nbsp; The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position.&nbsp; While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email, video conference, and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive.JobFamilyAll PositionsEducationLevelBachelor’s Degree

South University

HR Coordinator/Executive Assistant 

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.How will you make an impact in this role?The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.The objective of the US Consumer Services Control Management Issues, Events &amp; Remediation team is to ensure timely identification, response, and resolution of risk events and issues to minimize impact, as well as to prevent recurrence through effective remediation and lesson learning.US Consumer Services is looking for a Manager of Issues, Events &amp; Remediation focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.The Manager, US Consumer Services Issues, Events &amp; Remediation will :<ul><li>Support remediation of issues by influencing BU, who own and execute issue/Operational Risk Event (ORE) remediation</li><li>Facilitate investigation and conduct root cause analysis to address repeated issue types</li><li>Perform quality assurance on documentation of issue/ORE type, urgency, severity/impact (e.g., impact analysis), and investigate as necessary to understand and address the root causes</li><li>Triage the areas of remediation process, including tracking progress, validating resolution efficacy, communicating status updates to stakeholders to embed accountability along the process, collaborating with other Operational Risk Management (ORM) teams as necessary</li><li>Review quality assurance of documentation and maintenance of records of issues/OREs and remediations to ensure transparency and accountability in the issue management process</li><li>Analyze trends in issues and events to identify potential systemic risks or control weaknesses within BU processes</li><li>Support the End-to-End (E2E) BU issue resolution process, embedding accountability and ensuring lessons learned are integrated into future ORM practices</li><li>Perform sample testing of issues to ensure resolution is complete and effective</li><li>Opine on specific control enhancements related to issues</li><li>Engage with key stakeholders, including business unit partners and compliance colleagues, to facilitate effective issue management and resolution</li><li>Review and advise on detailed reports on issue status, trends, and outcomes to senior management and governance committees</li><li>Support sharing insights, better practices, themes, etc. across the enterprise</li></ul>Required Qualifications:&nbsp;&nbsp;<ul><li>3+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities</li><li>Strong project management, communication, and interpersonal skills</li><li>Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Proficient analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively&nbsp;</li></ul>&nbsp;Preferred Qualifications:&nbsp;&nbsp;<ul><li>Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous</li><li>Experience in at least one of the following:&nbsp;<ul><li>Scoping, prioritizing, and support remediation of operational issues</li><li>Investigating and conducting root cause analysis to address repeated operational risk issue types</li><li>Performing quality assurance on documentation of operational risk issues and events</li><li>Overseeing BU remediation process for operational risk issues and events</li><li>Reviewing documentation and maintaining records of operational risk issues and events to ensure transparency and accountability</li><li>Supporting and overseeing the BU E2E issue resolution process, embedding accountability and ensuring lessons learned are integrated into future operational risk management practices</li><li>Experience in financial services industry</li></ul></li></ul>Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefitsThe 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.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:<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>For a full list of Team Amex benefits, visit our Colleague Benefits Site.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.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.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>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Manager - Control Management

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. Under limited supervision, the Customer Service Representative II handles non-routine customers and issues while achieving customer satisfaction by providing accurate, timely, and consistent information and solutions. This position provides a reliable communication network for customers resulting in strong business relationships. Benefits you can count on: <ul><li>Pay rate: $16.00 per hour. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Customer Service Representative II: <ul><li>Monitor customer reporting; communicate critical issues. </li><li>Research and respond to customer inquiries. </li><li>Maintain customer files to ensure up to date information. </li><li>Manage customer requests for assistance, information, and issue resolution. </li><li>Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met. </li><li>Maintain regular communication with decision makers within customer organizations. </li><li>Train customers on various business applications to maximize company value to the organization. </li><li>Analyze and respond to various customer requests involving store level and group level information. </li><li>Respond to various customer requests and needs. </li><li>Answer inquiries by phone, email, and internet response. </li><li>Perform other duties as needed or assigned by supervisor. </li><li>Other duties may be assigned. </li></ul> Qualifications you'll bring as a Customer Service Representative II: <ul><li>High School Diploma or GED. </li><li>2 or more years of customer service experience. </li><li>Ability to type 45 wpm and perform 10-key by touch. </li><li>Strong verbal and written communication skills, and organization and planning skills. </li><li>Knowledge and experience with all Microsoft office applications. </li><li>Ability to prioritize pending tasks in a logical manner. </li><li>Ability to learn quickly, retain information and meet deadlines. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Representative, Customer Service II

Start a fulfilling career as a Shipping and Receiving Coordinator! We're a team. Our success is driven by the collective effort of each member in our warehouse, which has set us apart in the industry for 130+ years. We're dedicated to collectively challenging any supply chain problem with top-of-the-line technology and safety measures carried throughout the process. We wouldn't be where we are without our warehouse team. It's why we've built a culture-focused and diverse environment for you that offers opportunities for advancement with industry-leading benefits. As a Shipping and Receiving Coordinator, you will send, inspect and record outgoing products. Work with DC to load packages and check their contents to ensure they match the orders. Benefits you can count on: <ul><li>Pay rate: $18.00 to $24.00 per hour, depending on experience </li><li>Schedule: Sunday- Thursday, 8:30am-4:30pm</li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as a Shipping and Receiving Coordinator: <ul><li>Sends shipments and creates paperwork for outgoing deliveries.</li><li>Inspects shipments to ensure there are no damages.</li><li>Verifies shipments per order requirements.</li><li>May send shipments outside the US contiguous border.</li><li>Investigates problems and resolves discrepancies.</li><li>Labels shipments prior to loading.</li><li>Trains new teammates in shipping department.</li><li>Other duties may be assigned. </li></ul> Qualifications you'll bring as a Warehouse Teammate: <ul><li>High School Diploma or GED. </li><li>4 or more years' experience in a shipping department.</li><li>2 or more years' experience in a distribution environment.</li><li>Experience shipping outside the US contiguous border is preferred.</li><li>Strong math and documentation abilities. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Organized</li><li>Problem solver</li><li>Teamwork oriented</li><li>Safety conscious</li><li>Detailed </li></ul> Moving America forward - together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of teammates for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Coordinator, Shipping and Receiving

Job Description ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES: Prepares daily records and memos and maintains filing system for Driver Vehicle Inspection Reports. Compiles transportation pouches which include route manifests, invoices, special customer notifications, maps and keys for drivers. Updates driver and helper dispatch schedules daily. Sets up daily tractor/trailer assignment for drivers. Contacts customers on a daily basis and notifies them of any changes to their delivery ETA. Records conversation details with customer. Schedules special loads notifies customers of pertinent information. Uses systems to track and locate drivers and pulls data for reporting purposes. Ensures data is accurate and compliant with company policies and applicable regulations. Administers the backhaul program by establishing pick up appointment with vendors and assigning driver trainees to pick up the product. Contacts drivers about load assignments and schedule changes. May also handle Driver Payroll functions. Other duties may be assigned. MINIMUM SKILLS AND QUALIFICATION REQUIREMENTS: High School Diploma or GED. Two or more years experience in a similar position in the transportation and trucking industry. Strong organizational skills and communications skills. Strong customer service skills. Detail-oriented Solid understanding of geography and logistics. Ability to work at a fast pace and handle multiple projects. Driver Payroll experience is beneficial. WORKING CONDITIONS: Office Environment This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.

Coordinator, Transportation

<h3>Job Description:</h3>The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.The Expertise We’re Looking For<ul><li>Series 7, 63, 65, 66 required prior to hire</li><li>Insurance licenses must be obtained within 6 months of hire</li><li>Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>A sound understanding of the Broker/Dealer and RIA marketplace</li><li>Bachelor’s Degree required</li></ul>The Purpose of Your RoleThis is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.The Skills You Bring<ul><li>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul>The Value You Deliver<ul><li>You are helping families grow and protect their assets by:</li><li>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul>How Your Work Impacts the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

VP, Wealth Management Advisor - Chicago Area

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Financial Services Representative - Ann Arbor, MI

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Orland Park, IL

<h3>Job Description:</h3>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!The Expertise We’re Looking For<ul><li>Bachelor’s degree</li><li>Series 7 &amp; Series 63 licenses required (may be attained in role)</li><li>Experience in financial services and sales is helpful, but not required</li><li>Commitment to growing technical knowledge of the financial industry</li><li>Passion for capital markets and investment products</li><li>Aptitude and dedication for constant learning and self-improvement</li><li>Team player, confident, and self-motivated</li><li>Excellent communicator, excited to engage clients</li><li>Appreciate the challenge of working in a goal and results oriented environment</li></ul>As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. The three phases within the program: <ul><li>Licensing, training, and supporting financial advisor investment product inquiries</li><li>Pro-active client engagement to initiate new client relationships and sales opportunities</li><li>Sales territory ownership with an external sales partner, to drive investment product sales</li></ul>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: <ul><li>Capital Market and Investment Product Knowledge</li><li>Sales Process and Sales Territory Management</li><li>Consultative Presentation Capabilities</li><li>Financial Advisor and Intermediary Eco-System</li></ul>The Skills You Bring<ul><li>Your robust consultative selling, influencing and communication skills</li><li>A learner mindset, with determination for extensive skill development</li><li>Ability to develop technical depth in financial markets and investment product</li><li>Additive (or leader) to a competitive, collaborative, energized team</li><li>Organized, with ability to multitask, prioritize, and adjust to change</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Receptive to feedback and coaching</li><li>Thrive in team-based sales environment</li><li>Take initiative and strive to exceed expectations</li><li>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</li><li>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</li><li>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Compensation/Career Progression<ul><li>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</li><li>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</li><li>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

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