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You Lead the Way. We’ve Got Your Back.With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.Join Team Amex and let's lead the way together.Global Merchant &amp; Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company’s payment network and manages bank partnerships globally.The objective of the GMNS 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.GMNS is looking for a Vice President of Issues, Events &amp; Remediation to lead a diverse team of high-performing professionals 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 VP, GMNS Issues, Events &amp; Remediation will:<ul><li>Scope, triage (prioritize), and support remediation of issues by influencing BU, who own and execute issue/Operational Risk Event (ORE) remediation</li><li>Investigate 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>Oversee the remediation process, including tracking progress, validate resolution efficacy, and communicate status updates to stakeholders to embed accountability along the process, collaborating with other Operational Risk Management (ORM) teams as necessary</li><li>Document and maintain 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 and oversee the End-to-End (E2E) 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 leaders, compliance officers, and regulatory bodies, to facilitate effective issue management and resolution</li><li>Prepare and present detailed reports on issue status, trends, and outcomes to senior management and governance committees</li><li>Be a key leader for sharing insights, better practices, themes, etc. across the enterprise</li></ul>Required Qualifications: <ul><li>8+ 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>Excellent project management, communication, and interpersonal skills, with an ability to interact and obtain buy-in from senior BU/tech counterparts</li><li>Expertise in process governance, with a track record of establishing and overseeing robust decision-making processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Experience within financial services industry</li></ul><ul><li>Strong analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively </li><li>Demonstrated history and ability to manage large teams, spread over geographies and with varying backgrounds</li></ul>Preferred Qualifications:<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: </li><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 the remediation process for operational risk issues and events</li><li>Documenting and maintaining records of operational risk issues and events to ensure transparency and accountability</li><li>Supporting and overseeing the E2E issue resolution process, embedding accountability and ensuring lessons learned are integrated into future operational risk management practices</li></ul></ul>Employment eligibility to work with American Express in the U.S is required as the company will not pursue visa&nbsp;sponsorship&nbsp;for these positionsSalary Range: $185,000.00 to $260,000.00 annually + bonus + equity (if applicable) + 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 our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:<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/Employees - Click here to view the “Know Your Rights” poster and the&nbsp;Pay Transparency Policy Statement.If the links do not work, please copy and paste the following URLs in a new browser window:&nbsp;<a href="https://www.dol.gov/agencies/ofccp/posters&nbsp;to" target="_blank">https://www.dol.gov/agencies/ofccp/posters&nbsp;to</a> access the three posters.

American Express

Vice President, GMNS Control Management Issues, Events & Remediation

You Lead the Way. We’ve Got Your Back.With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.Join Team Amex and let's lead the way together.How will you make an impact in this role?American Express National Bank (AENB) is American Express’ U.S. banking operation serving consumer and small business customers with payments, financing, and savings products. AENB accounts for more than 60% of the overall company’s revenues and net income. AENB HQ drives the administration of programs and services provided by AENB, in partnership with the various businesses, functions and executive officers. The AENB COO Office also plays an enterprise role in driving greater consistency, effectiveness, and efficiency across the first line via its Strategic Planning, Control Management, Program Management, and Governance functions.&nbsp;The Sr. Manager, Enterprise Affiliate Management (EAM) Monitoring &amp; Reporting will be responsible for monitoring and reporting on affiliate performance and risk levels and creating and executing board and committee reporting for affiliates across the company.Responsibilities:<ul><li>Create and maintain ongoing execution of affiliate management board and committee reporting including a variety of reports such as risk and performance metric performance, gap management, program health dashboard, and the affiliate watchlist.&nbsp;&nbsp;Also responsible for the creation of the data collection and management strategy for these reports.</li><li>Create ad hoc board and committee presentations and various other types of ad hoc presentations for senior leaders, auditors, and regulators.</li><li>Work with the EAM Relationship and Contract Management team on the creation and execution of monthly, quarterly, and annual performance reports for affiliate agreement owners across the company.</li><li>Work with various reporting, affiliate management, and outsourcing governance teams across the company to create the processes to collect data/results and consolidate into company-wide affiliate reporting.&nbsp;&nbsp;Execute this monthly once created.</li><li>Define and execute affiliate risk assessment process.&nbsp;</li></ul>Minimum Qualifications:Ability to use large amounts of complex data to craft compelling and effective presentations and materials and break down complex ideas into understandable and actionable messages.<ul><li>Proven ability to proactivity identify areas of potential risk and implement processes to control and mitigate that risk.</li><li>Strong attention to detail and superior organizational and follow through skills.</li><li>Ability to effectively work with colleagues across the company including within various affiliate management and outsourcing government teams, 2nd&nbsp;and 3rd&nbsp;lines of defense, regulators, and senior leaders across the globe.</li><li>Proven ability to focus on innovation and process improvements.</li><li>Proven ability to drive teams toward high productivity and sustained performance.</li><li>Adapts well to and initiates change in the organization.</li><li>Strong written and oral communication skills; good presentation skills with the ability to influence business leaders and partners and understand and communicate linkages across initiatives and disciplines.</li><li>Ability to translate highly technical and complex information into easily understandable terms and define, analyze, interpret, and report meaningful results.</li></ul>Salary Range: $80,000.00 to $155,000.00 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.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:<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/Employees - Click here to view the “Know Your Rights” poster and the&nbsp;Pay Transparency Policy Statement.If the links do not work, please copy and paste the following URLs in a new browser window:&nbsp;<a href="https://www.dol.gov/agencies/ofccp/posters&nbsp;to" target="_blank">https://www.dol.gov/agencies/ofccp/posters&nbsp;to</a> access the three posters.

Senior Manager - Affiliate Management

Compensation Type: HourlyCompensation: $37,440.00Job SummaryThe Culinary Coordinator is essential in the operational aspect of the retail outlets in Mitchell Hall. As a station expert, the Culinary Coordinator supports secondary instruction to students who are placed in an experiential learning environment, and works closely with hospitality students in the areas of food preparation, setup of assigned work stations, and execution of culinary services. The Culinary Coordinator is responsible for monitoring, evaluating, and correcting students in their learning experience, ensuring students utilize acquired skills in a practical setting. The Culinary Coordinator will provide regular feedback to the hospitality faculty and department Chair, in both formal and informal meetings, to communicate progress in meeting student learning outcomes.Operations <ul><li>Prepare food for service (e.g. baked goods, chopping vegetables, butchering meat, or preparing sauces) and set up and stock assigned workstations with all necessary supplies.</li><li>Cook menu items in cooperation with the rest of the kitchen staff and ensure that food is prepped, plated, and served in a timely fashion.</li><li>Answer, report, and follow executive, café manager, or sous chef’s instructions. Care for workstation according to sanitation standards set forth by the health department and comply with nutrition, sanitation regulations, and safety standards.</li><li>Maintain a positive and professional approach with coworkers and customers. Train, guide, and support hospitality students that are assigned to the station. Evaluate student performance and communicate with faculty as necessary. Provide guidance and enforce the hospitality departments mission policies and procedures.</li></ul>Student Engagement &nbsp;<ul><li>Serve as the station expert and engage students in a participatory instructional style as part of the experimental learning experience. Lead and monitor students in the restaurant kitchen, bakery, hot line, expo, event kitchen, and dish tank. Provide hands-on real time instruction and feed back to students. Complete student evaluations in a timely manner.</li></ul>Administrative <ul><li>Completes student evaluations as outlined by department chairperson. Attends all required meetings to provide feedback on student learning outcome goals. Attends all required trainings and workshops. Communicates frequently with the faculty, department chair, and retail operations staff on the needs of students as they fulfill their learning requirements.</li></ul>Culture of Respect<ul><li>Fosters and maintains a safe environment of respect and inclusion for faculty, staff, students, and members of the community.</li></ul>Minimum Qualifications <ul><li>High School diploma or equivalency. Two (2) years hands-on experience in a professional kitchen.</li><li>SerSafe preferred</li></ul>WORKING CONDITIONSRestaurant and kitchen environment on all three floors of the Hospitality building and Conference Center. Regular exposure to moderate noise typical to kitchen and dining room operation. Regular exposure to industry standard cleaning and sanitization chemicals. Must travel to various Columbus State campuses and sites.CSCC has the right to revise this position description at any time. This position description does not represent in any way a contract of employmentFull Time/Part Time:Full timeUnion (If Applicable):Scheduled Hours:40Additional InformationIn order to ensure your application is complete, you must complete the following:<ul><li>Please ensure you have all the necessary documents available when starting the application process. For all faculty positions (Instructor, Annually Contracted Faculty, and Adjunct), you will need to upload an unofficial copy of your transcript when completing your aplication. </li><li>Prior to submitting your application, please review and update (if necessary) the information in your candidate profile as it will transfer to your application.</li></ul>If you are a current employee of Columbus State Community College, please log in to Workday to use the internal application process.Thank you for your interest in positions at Columbus State Community College. Once you have applied, the most updated information on the status of your application can be found by visiting your Candidate Home. Please view your submitted applications by logging in and reviewing your status.

COLUMBUS STATE COMMUNITY COLLEGE

Culinary Coordinator

Initial Posting Date: 03/21/2025Application Deadline:04/06/2025Agency:Oregon Health AuthoritySalary Range:$4,749 - $7,004Position Type:EmployeePosition Title:HRIS Records Coordinator (HRA 1)Job Description:HRIS Records Coordinator (HRA1)REQ-177351Close Date: April 6th, 2025Salary Range: $4,7,49.00 - $7,004.00Location:Salem, ORDo you thrive in a fast-paced and in an innovative environment? Do you enjoy partnering and collaborating with driven and passionate HR professionals dedicated to making a difference? This may be the career move for you! This recruitment will be used to fill one Limited Duration full-time position (assignment maybe up to 24 months). We are currently seeking a HR Analyst 1 to join our team. &nbsp;Please read all of this job announcement before applying for the position.What you will do:As a HRIS Records Coordinator, you will be part of a team that is responsible for all OHA HCM employees’ full-life cycle experience. You will consult with staff across OHA on personnel actions and processing and ensure documents are uploaded into Workday. Your skills in research and problem-solving will be fully utilized. You will audit HRIS records to ensure data is correct by addressing multiple scenarios in the course of your daily work.&nbsp;For a copy of the position description, click here.This is a Human Resources Analyst 1 job classification (management service, non-supervisory) and is not represented by a union. What's in it for you?We offer a workplace that balances productivity with enjoyment and&nbsp;promotes an atmosphere of mutual respect, dedication, and enthusiasm. You will collaborate in an open office or remote environment with a team of bright individuals to work with and learn from. We welcome your contributions to an innovative transformation team. This is a wonderful opportunity for you. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year plus pension and retirement plans.&nbsp;If you're driven by the passion to do something meaningful that changes lives, the Oregon Health Authority&nbsp;is the place for you. What we are looking for<ul><li>A Bachelor's degree in Human Resource Management, Organizational Behavior or Development, Business or Public Administration, the Applied Behavioral Sciences, Industrial Relations or a job-related course of study determined by the appointing authority; OR Valid Certification as a Professional in Human Resource awarded by the Human Resource Certification Institute, and three years Human Resource paraprofessional or technical-level experience.</li><li>The State Certified Human Resources Professional (SCHRP)certification will substitute for six months of human resource paraprofessional-level experience. Knowledge of human resource laws, rules and regulations.</li><li>SHRM substitutes for one year of human resource professional-level experience.</li><li>Ability to work and lead effectively in a cross-cultural or multi-cultural organization ensuring equity and inclusion initiatives are implemented and measured across the organization.</li><li>Ability to establish and maintain effective working relationships with staff at all levels of the organization and carry responsibilities independently with an awareness of human resources services issues and sensitivities.</li></ul>Minimum Qualifications:A bachelor's degree in Human Resource Management, Organizational Behavior or Development, Business or Public Administration, the Applied Behavioral Sciences, Industrial Relations or a job-related course of study determined by the appointing authority; OR Valid Certification as a Professional in Human Resource awarded by the Human Resource Certification Institute, and one-year Human Resource experience; ORThree years Human Resource paraprofessional or technical-level experience.The State Certified Human Resources Professional (SCHRP) certification, awarded by the Oregon Chief Human Resources Office, substitutes for six months of human resource professional-level experience.Valid certification as a SHRM Certified Professional awarded by a nationally recognized organization, substitutes for one year of human resource professional-level experience.Valid certification as a PSHRA-CP from the Public Sector HR Association substitutes for one year of professional human resources experience.Salary Range: AA Rate: $4,749.00 to 7,004.00How to apply:<ul><li>Upload a Resume and Cover letter.</li><li>Please submit a cover letter describing how you meet requirements of this role and identify experience you believe is commensurate with the requirements of the HRIS Records Coordinator position.</li><li>Please ensure you’ve provided a thorough and updated application as it pertains to the position for which you are applying. Your application materials will be used to determine salary based on a pay equity assessment. &nbsp;For further information, please visit the Pay Equity Project homepage.</li><li>Complete the supplemental questions asked in Workday:</li></ul>1. Please describe your experience with using Workday Human Resource Information Systems and/or HRIS where you were responsible for entering personnel actions of various types .2. What is your experience auditing records for errors?Need Help?If you need assistance to participate in the application process, including an accommodation request under the American with Disabilities Act, contact&nbsp;Scott Lee at 971-373-1972 or email:&nbsp;<a href="mailto:Scott.h.lee@oha.oregon.gov" target="_blank">Scott.h.lee@oha.oregon.gov</a>Additional Information<ul><li>Please monitor your Workday account, as all communication will be sent there do review. You must have a valid e-mail address to apply.</li><li>If you are a veteran, you may receive preference. Click here for more information about veterans’ preference. If you checked that you are a veteran, we will ask you for your documents later in the process.</li><li>We do not offer VISA sponsorship or transfers at this time – unless specifically noted. Within three days of hire, you will be required to complete the US Department of Homeland Security's I-9 form confirming authorization to work in the United States.</li><li>If you are offered employment, the offer will be contingent upon the outcome of an abuse check, criminal records check and driving records check, and the information shall be shared with OHA, Office of Human Resources. Any criminal or founded abuse history will be reviewed and could result in the withdrawal of the offer or termination of employment.</li><li>Please only attach documents that are related to the position. Additional documents that are attached will not be reviewed.</li><li>Applicant Help and Support web page</li></ul>The Oregon Health Authority is an affirmative action employer, committed to fair employment practices and non-discrimination, including pay equity for all employees. We do not discriminate on the basis of protected class (race, sex, veteran status, disability, age, color, religion, national origin, marital status, sexual orientation) in the payment of wages or screen applicants on the basis of their current or past compensation. We determine salary by completing a review of your application materials to evaluate your related education, experience, and training for this position.Come be a part of our Strategic Plan and help us achieve Health Equity!!Oregon Health Authority 10 -year goal is to eliminate health inequity. OHA’s health equity definition ““Oregon will have established a health system that creates health equity when all people can reach their full potential and well-being and are not disadvantaged by their race, ethnicity, language, disability, age, gender, gender identity, sexual orientation, social class, intersections among these communities or identities, or other socially determined circumstances. Achieving health equity requires the ongoing collaboration of all regions and sectors of the state, including tribal governments to address: the equitable distribution or redistributing of resources and power; and recognizing, reconciling, and rectifying historical and contemporary injustices.””

Oregon Health Authority

HRIS Records Coordinator (HRA 1)

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!Role: The Care Access Coordinator performs daily intake tasks that include, but not limited to, handling, processing, and responding to incoming telephone, fax, and email inquiries and referrals; completing outbound calls as practices specify. Responsible for scheduling of all referrals with admission staff and communicating with Clinical Liaisons in facilities to ensure follow-up of patients. Establishes and maintains positive relationships with team members, patients/families and referral resources; works in collaboration with the care access staff, insurance authorization staff, advanced practice clinicians, and Admission RNs to enhance the admission process.Qualifications:<ul><li>High school diploma or equivalent; some college coursework preferred</li><li>Minimum of one (1) year of office/customer service experience</li><li>Hospice, home health and/or healthcare experience preferred</li><li>Prior experience in a contact center environment and/or staff scheduling and/or clinical patient care experience strongly preferred</li><li>Bi-lingual in Spanish preferred</li><li>Able to perform sedentary work with frequent interruptions</li><li>Excellent time management skills with the ability to prioritize demands to meet patient service standards and deadlines</li><li>Effectively handles stressful situations professionally and calmly</li><li>Ability to demonstrate patient service skills and effective communications (written and verbal)<ul><li>Information seeking / probing skills</li><li>Accurate knowledge transfer</li><li>Listening, understanding and responding</li></ul></li><li>Able to multi-task (think, talk, type) in a fast paced environment utilizing interpersonal skills to maximize caller reassurance</li><li>Ability to work in a cooperative team environment</li><li>Able to exhibit a sense of urgency in daily work activities</li><li>Skilled in computer operations; proficiency in MS Office software applications, on-line research and proven data entry and navigation skills</li><li>Available to work shifts to accommodate extended hours of operation as scheduled</li></ul>Competencies:<ul><li>Satisfactorily complete competency requirements for this position.</li></ul>Responsibilities of all employees:<ul><li>Represent the Company professionally at all times through care delivered and/or services provided to all clients.</li><li>Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.</li><li>Comply with Company policies, procedures and standard practices.</li><li>Observe the Company's health, safety and security practices.</li><li>Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.</li><li>Use resources in a fiscally responsible manner.</li><li>Promote the Company through participation in community and professional organizations.</li><li>Participate proactively in improving performance at the organizational, departmental and individual levels.</li><li>Improve own professional knowledge and skill level.</li><li>Advance electronic media skills.</li><li>Support Company research and educational activities.</li><li>Share expertise with co-workers both formally and informally.</li><li>Participate in Quality Assessment and Performance Improvement activities as appropriate for the position.</li></ul>Job Responsibilities:<ul><li>Responsible for the timely, courteous and effective (1) handling of all telephone, fax, and email patient inquiries related to patient access and (2) communication with patients/families to schedule admission visits. &nbsp;Clients include current and prospective patients, friends, or family members, Powers of Attorney, care providers, physicians, nursing staff, nursing homes and Assisted Living Facilities (ALFs), hospital staff, and others, as appropriate.</li><li>Gathers necessary information and required documentation from appropriate sources to ensure complete, current and accurate documentation of patient information and data. &nbsp;Completes outbound calls in order to follow-up and gather current health information as directed by Patient Access leadership.</li><li>Accurately enters data into information tracking systems, including entering and tracking patient referral file in electronic medical record (EMR).&nbsp; Follows up with referral sources to obtain missing data and makes notations in the EMR record to communicate missing data.</li><li>Enters and schedules into scheduling software timely and accurately.&nbsp; Handles scheduling including, but not limited to:<ul><li>Timely hospice evaluations-every referral to be seen on same day</li><li>Unexpected changes in staff assignment&nbsp;</li><li>Other special clinical exceptions (i.e., complex care review)</li><li>Out of service area transfers</li><li>Medical record review</li></ul></li><li>Positively promotes and clearly explains benefits of Chapters Health System’s services and works to ensure that referrals are addressed in a timely, effective and efficient manner.</li><li>Works collaboratively with the Care Access team to ensure that referrals are scheduled in a timely manner and as soon as possible to meet the patient/family needs.&nbsp; Ensures medical staff’s face-to-face evaluation visit prior to the RN assessment.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Adheres to expected productivity and accuracy targets established by management.&nbsp; Navigates the daily assignment board to ensure timely appointments and maximize efficiencies.</li><li>Performs other duties as assigned.</li></ul>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy.

Chapters Health System

Care Access Coordinator

Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams rich in diversity. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.Position SummaryWe are seeking a highly skilled Retirement Professional with a focus on 401(k) savings and retirement plan management. This position will play a crucial role in ensuring the efficient administration, compliance, and optimization of our 401(k) program. It offers a unique opportunity to contribute to the financial wellbeing of our employees while working in a dynamic and collaborative environment.Operational responsibilities include, but are not limited to, the operations, execution, administration, and operational communications of Bristol-Myers Squibb (BMS) benefits, including the 401(k) plan, Benefits Equalization Plan (BEP), and other retirement programs. Responsibilities include managing the implementation of new and modified 401(k) savings and retirement plans, covering processes, procedures, change management, system requirements, vendor requirements, and documentation. The position is also responsible for handling day-to-day operational activities, ensuring effective plan design implementation, streamlining processes, and maintaining adherence to regulatory and compliance requirements. Additionally, the role requires addressing, solutioning and resolving vendor issues, Tier 2 inquiries, escalations, ad-hoc inquiries, as well as ensuring the timely completion of audit requests and providing necessary information for compliance, audits, contract management, and governance.This role will partner closely with Total Rewards Strategy and Service Delivery Management Partners, People Services Capability Center teams (including Payroll), Third-Party Vendors, Legal, the Corporate Secretary’s office, Compliance, and Finance.This position is integral to maintaining the integrity and efficiency of our retirement programs, ensuring they meet the needs of our employees and comply with all regulatory requirements. If you are a dedicated professional with a passion for retirement plan management, we invite you to join our team and make a meaningful impact on the financial future of our workforce.Essential Functions<ul><li>Subject matter expert for all US/PR qualified and non-qualified savings and retirement plans – operations and regulatory environment.</li><li>Accountable for the delivery of excellent customer experience and monitoring trends and issues that may impact the employee experience with the plan. Manages the operations and administration of the BMS US/PR Savings and Retirement Plans, including contributions, distributions, loans, withdrawals, vesting, payroll deductions, statutory and legal filings, coordinating with finance, tax, legal, internal and external auditors, and applicable vendors.</li><li>Ensures robust controls are embedded in each process and operating as designed; supports the implementation and adherence to SOX controls and compliance, audit activities as needed, ensures compliance for all plan documents and statutory requirements related to benefits, savings and retirement plans and programs operations.</li><li>Actively participates in the audit process and fulfils regulatory reporting requirements, including the non-discrimination testing, blackout restrictions and relevant financial reporting.</li><li>Liaises with third party vendor partners, payroll, and other teams, to promptly resolve operational and systems issues.</li><li>Documents and deploys processes for savings and retirement plan operations and service support, with process improvement and customer experience focus.</li><li>Participates in the design, development, testing and implementation of websites, enrollment tools, and other content and communication.</li><li>Responsible for development of functional requirements for savings and retirement plan integrations (files) between HR system, payroll system, benefits systems, ensuring data files are accurate.</li><li>Operationalizes the annual BEP/savings elections, annual additional savings contributions file, etc.</li><li>Acts as point of contact for escalation and resolution of Tier 2 queries, plan interpretation and appeals.</li><li>Responsible for ensuring internal processes are documented and updated versions are maintained.</li><li>Responsible for ensuring Knowledge Articles are updated and provide recommendations for content articles to resolve common questions.</li><li>Supports communicating change and develops and delivers ongoing learning/development of functional expertise of the extended People Services teams.</li><li>Collaborates with Benefit Operations teams in the implementation and standardization of operational changes, reports and interfaces to reduce costs and improve efficiency and client satisfaction.</li></ul>Experience Preferred<ul><li>5-7+ years’ experience in human resources service delivery, within operational/administrative areas in a highly matrixed, shared service environment, strongly preferred.<ul><li>5+ years of experience overseeing retirement plan administration, with a focus on 401(k) savings plans.</li><li>Strong knowledge of ERISA, IRS regulations, DOL guidelines and other relevant compliance standards.</li><li>Experience working with third-party administrators, recordkeepers and investment managers.</li></ul></li><li>Demonstrated deep functional knowledge of US Savings and Retirement programs, trends, best practices and recent legislative and other changes, required. Additional experience in PR preferred.</li><li>Strong working knowledge and understanding of SOX controls as they relate to US Savings 401(k) plans operations and administration. Additional experience in PR preferred.</li><li>Experience with system integrations, reporting requirements and specifications to maximize integration process efficiencies, strongly preferred.</li><li>Demonstrated ability to influence stakeholders at all levels in the organization, preferably in a highly matrixed organization.</li><li>Demonstrated analytical abilities, attention to detail and the ability to successfully manage multiple competing tasks and priorities.</li><li>Experience coordinating large project plans using relevant tools and strong organization skills.</li><li>Knowledge and understanding of process flows, mapping and relevant tools.</li><li>Ability to work independently as well as collaboratively within internal and external team environments.</li><li>Advanced/expert level MS Excel, required.</li><li>BS, BA or graduate degree in business or equivalent experience.</li></ul>Ideal Candidates Would Also Have:<ul><li>Experience working with: Workday, ServiceNow, ADP and vendor management.</li><li>Certified Employee Benefits Specialist (CEBS) or equivalent Industry designation, preferred.</li></ul>#LI-HybridIf you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in an inclusive culture, promoting diversity in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has a diverse occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.

Bristol Myers Squibb

Senior Consultant (Analyst), Benefit Operations (Retirement Plans)

Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams rich in diversity. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.Summary:We are seeking an experienced and highly motivated Senior Manager for Samples Management to join our team. The Senior Manager will oversee the daily operations for Direct to Prescriber (DTP) sampling programs, ensuring the timely delivery of samples to healthcare professionals (HCPs). This role involves collaboration with internal teams and external partners, managing inventory, leading improvement projects, and ensuring compliance with regulatory requirements.&nbsp;The role works closely with the Brand Teams, Sales, and the cross-functional teams on execution of all samples programs across the BMS portfolio.This is an important role within the Worldwide Commercialization Strategy &amp; Operations Organization and key to Bristol Myers Squibb’s ambition to continue advancing the efficient and expeditious execution of field operations. In this position, this individual will report directly to the Associate Director, Field Administration which includes Samples Management.&nbsp;Responsibilities:Oversee and manage daily operations for Direct to Prescriber (DTP) sampling programs to ensure timely delivery of samples to HCPs, including, but not limited to:<ul><li>Collaborating with internal matrix teams and external business partners daily to address DTP sampling issues consistently and timely.</li><li>Addressing field inquiries and escalations related to sample distributions procedures.</li><li>Monitoring business rule violations on sample requests, notifying appropriate remote sales or field employees when issues require support for timely order processing.</li><li>Performing routine quality control of sampling data to identify trends or system-related issues/anomalies, and escalating as needed.</li><li>Managing inventory for all components required to support sample distribution.</li><li>Leading loss in transit investigations for DTP sample shipments to support regulatory reporting.</li><li>Lead small-scale projects aimed at improving the sample management process and customer experience.</li><li>Monitor appointment scheduling for sample deliveries to reps to ensure timely receipt.</li><li>Support launch readiness initiatives for new DTP sampling programs.</li><li>Provide subject matter expertise to support field training on Sample Management procedures.</li><li>Coordinate large sample returns for short-dated product recalls or voluntary return programs.</li><li>Evaluate anomalies identified during routine monitoring of sample activities as part of program designed to detect sample diversion, and escalate for investigation as appropriate.</li><li>Plan for change management/training in support of new sampling system functionality/processes.</li><li>Ensure processes are in place to meet transparency reporting requirements for sample distribution and perform quality control checks on state/federal sample distribution transparency reports prior to submission to regulatory agencies.</li><li>Provide cross-coverage for operational activities related to representative-delivered sampling programs, as needed.</li></ul>Qualifications:<ul><li>Minimum of 7 years of experience in pharmaceutical or healthcare samples management.</li><li>Minimum level of education: Bachelor’s degree.</li><li>Strong understanding of regulatory requirements and compliance in sample distribution.</li><li>Enterprise mindset with demonstrated ability to assess and streamline business processes.</li><li>Ability to navigate complex and continually evolving organizational environments.</li><li>Project management Experience working in a multi-channel environment and ability to work in a matrix team setting.</li><li>Strong written and verbal communication and presentation skills.</li><li>Experience working with leadership and communicating directly with senior leaders.</li><li>Ability to learn new technology and systems quickly.</li></ul>If you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in an inclusive culture, promoting diversity in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has a diverse occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.

Senior Manager, Samples Management, Commercialization Operations

Position:Utilization Management Assistant Reports To:UM SupervisorFLSA Status:Non-exemptPosition Description: The Utilization Management Assistant is responsible for processing and distributing reauthorization requests to our utilization management team.&nbsp; Additional job duties include additional assigned tasks when needed and establishing accurate records in compliance with applicable laws and regulations as well as the policies of tango.&nbsp; This role is responsible for coordinating authorization, eligibility, customer service and related activities for the maximum utilization of services.Essential Functions: <ul><li>Exhibits a pleasant and welcoming demeanor both in person and on the phone.</li><li>Manages the distribution of workload via tempo and email of all incoming re-authorization requests.</li><li>Verifies insurance and eligibility for authorization requests.</li><li>Answers non-routine correspondence and assembles highly confidential and sensitive information.</li><li>Other team duties as required.</li></ul>Office Location:<ul><li>Office located at 7600 North 16th Street, Suite 140 Phoenix, AZ 85020 (Remote)</li></ul>Qualifications:<ul><li>Must be at least 18 years of age.</li><li>Has a minimum of three months experience in company data entry.</li><li>Has working knowledge and experience with company computerized data base.</li><li>Is customer service oriented with good oral and written communication skills.</li><li>Is self-directed, flexible, cooperative, and exhibits the ability to work with minimal supervision.</li><li>Is detail oriented and displays good organizational skills.</li></ul>Knowledge and Experience:<ul><li>Computer proficiency for Microsoft Office products required</li><li>Well-developed interpersonal and communication skills</li><li>Professional appearance and manner</li><li>Ability to follow directions and processes</li><li>Friendly with a Customer Focus</li><li>Thorough and extremely well organized</li><li>Ability to work in a team environment as well as independently </li><li>Must have the ability to multi-task</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 Assistant

<h3>Job Description:</h3>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of Defined Contribution (DC) clients with an array of complexities, challenges, and opportunities and may also have other relationships (additional assets) with Fidelity such as Stock Plan Services, Defined Benefits, Health and Welfare Benefits, Non-Qualified Plans, etc.The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.<h3>Licensing and Experience</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3>Key Responsibilities</h3>Relationships<ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li></ul>​<h3>Strategic Book Management</h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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