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Job Title Patient Services Coordinator/UKHC Requisition Number RE50892 Working Title Patient Services Coordinator - Child Neuroscience Clinic Department Name M1300:Kentucky Neuroscience Institute Work Location Lexington, KY Grade Level 07 Salary Range $17.50-27.31/hour Type of Position Staff Position Time Status Full-Time Required Education HS Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 5 yrs Required License/Registration/Certification None Physical Requirements Sitting at computer workstation for extended periods. Repetitive motion. Shift Day shift. Job Summary This position is responsible for coordination of patient services which includes, but not limited to, gathering medical records, scanning, making referrals to other healthcare facilities, coordinating and scheduling multiple appointments, and answering phone calls. The person in this position will need to be adept in working within a multidisciplinary team and have strong interpersonal communication skills. Medical terminology knowledge/experience preferred. Customer service experience in healthcare preferred. Skills / Knowledge / Abilities MS Windows, EPIC, Telephone etiquette, customer service Does this position have supervisory responsibilities? No Preferred Education/Experience Prefer at least 6 months of customer service, medical office, or care coordination experience. Deadline to Apply 07/21/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Patient Services Coordinator/UKHC

Compensation Type: SalariedCompensation: $53,206.00Job SummaryThe Regional Coordinator supports the K-12 Partnerships Team in executing a regional strategy related to college readiness and other college credit options for K-12 students. The Coordinator is directly responsible for program management of all aspects of a critically important geographic region within the College Credit Plus (CCP)/ K-12 enterprise. This role includes other College department collaborations, such as working with Admissions and other teams that engage in recruitment from K-12. This role serves as a primary point of contact for assigned partner K-12 school districts. The Regional Coordinator ensures that there is awareness across departments of the key strategies for a particular region or district.College Credit Plus &amp; K-12 Planning<ul><li>Prepares materials to support registration and enrollment in college credit options.</li><li>Answers student, family, and stakeholder questions about registration.</li><li>Participates in regional planning conversations and develops an outline of all higher education-related initiatives for the district.</li><li>Handles correspondence, academic planning, and advising details for a specific region or district partnership.</li><li>Plans and manages reports about innovative programs and student success.</li></ul>Student Advising &amp; Support<ul><li>Provides advising support regarding matters related to the assigned functional area.</li><li>Explains the applicable paperwork, processes, and procedures to students and school counselors.</li><li>Shares resources available for students relating to individual needs.</li><li>Provides information on programs of study and next steps for enrollment, including admission criteria, documents needed, financial aid, new student orientation, placement testing, advising, course selection, and registration.</li><li>Facilitates presentations to students, industry partners, and community partners when needed.</li><li>Provides information on College Credit Plus to school districts and parents/families in the form of presentations (CCP Info Nights) and during other meetings at school partner, and college locations as needed.</li><li>Assists special student populations appropriately.</li><li>Advises students in person, via phone, e-mail, or other delivery formats as needed.</li></ul>Building Partnerships<ul><li>Works collaboratively and in person with district partners to increase opportunities for students.</li><li>Serves as a liaison to internal teams regarding district strategic plans.</li><li>Communicates across departments about district needs and priority areas.</li><li>Communicates with local high school counselors and district employees to share news from CSCC.</li><li>Maintains excellent customer service by providing timely responses in person, over the phone, and electronically.</li><li>Works with others in a leadership capacity on strategic planning and goal setting.</li></ul>Fiscal &amp; Administrative<ul><li>Processes registration forms as needed.</li><li>Keeps accurate status reports of districtwide initiatives.</li><li>Ensures compliance with state regulations as well as institutional policies and procedures.</li><li>Maintains confidentiality of student records and other confidential information.</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>Bachelor's Degree in Student Affairs, Higher Education, Administration, Counseling, or in a related field.</li><li>Three (3) years progressively responsible experience in student advising and support or related field.</li></ul>Additional Information<ul><li>State Motor Vehicle Operator's License or demonstrable ability to gain access to work site(s).</li></ul>CSCC has the right to revise this position description at any time. This position description does not represent in any way a contract of employment.Full Time/Part Time: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

Regional Coordinator - College Credit Plus

Compensation Type: SalariedCompensation: $25.58Job SummaryThe Coordinator will be responsible for front-line management, planning, coordination and successful execution of all services provided by Testing Services: academic testing (in-person and virtual), accommodated testing, placement testing, and vendor specific testing. A Coordinator partners with department leadership to create an engaging environment designed to enhance the student experience. This role will lead staff training, address on-site issues, process academic exams, and communicate to a diverse audience in a variety of settings. The individual best suited for this role is one who is open and willing to working with diverse student populations while remaining consistent and unbiased in the delivery of services. The incumbent will be dedicated to creating a positive, equitable, and inclusive experience for students during their time at Columbus State.ESSENTIAL JOB FUNCTIONSCoordination of Testing Services<ul><li>Responsible for the coordination and administration of comprehensive test proctoring services, including instructional make-up exams, distance learning, special testing requests (proficiency exams, HESI, BOA, Virtual Testing with RM) as well as accommodated testing. Serves as a liaison between all testing locations to ensure consistent processes and practices.</li><li>Administers and monitors academic testing (in-person and virtual). Ensures test instrument security and standardized administration within the guidelines provided by instructors, established college procedures, external certification providers, and National College Testing Association (NCTA) standards. Processes completed tests in accordance with college procedures and maintains department documents. Ensures a safe and supportive learning environment with department procedures, Columbus State’s Academic and Student Code of Conduct policies, National College Testing Association standards, and the college’s security procedures.</li><li>Assists in the review and development of procedures for Testing Services and Instructional Services. Responsible for the front-line operations of testing services; working in conjunction with the DEIS, Assistant Directors, Supervisors, and Coordinators, in collaboration with faculty and campus student services. Provides input to policies for testing-related accommodations.</li><li>Functions as a working coordinator, providing direct service to customers, in-person and virtually. Provides support and functional supervision to assigned Instructional Services Specialists working in Columbus State Testing Centers. Assigns and delegates tasks, communicates job expectations, trains employees, participates in evaluations, employee selection, and other personnel actions. Provides direction and guidance regarding job methods, standards, and operations. Works with Virtual Proctors, Specialists, and other staff as needed with assigned projects. Presents technical concerns and works with appropriate personnel to achieve an appropriate resolution. Coordinates special testing projects. Works in conjunction with appropriate personnel to ensure maintenance and upgrades of testing systems.</li><li>Maintains integrity of testing materials and testing environment. Ensures front line staff enforce policies to maintain academic integrity. Ensures exams and spaces are monitored via video cameras and computer monitoring software. Performs walkthroughs and visual inspection of testing spaces during exams. Follows standard testing protocol by ensuring assessment integrity, distributing appropriate support materials, assisting students with accommodations, troubleshoots technology and Blackboard errors in accordance with college policies and procedures.</li></ul>Clerical<ul><li>Accurately records the receipt and distribution of tests. Completes and maintains required documentation including various spreadsheets, test administration logs, and virtual test proctoring forms. Gathers, maintains and presents statistical reports as needed. Responsible for reporting and tracking students served through Instructional Services – Testing Services. Maintains confidentiality of student files and other sensitive information.</li><li>Record any incidents of academic misconduct via an incident report. Report incidents of suspected academic misconduct to Student Conduct and the Instructional Services Assistant Director as needed. Report any issues with assistive technology software and hardware or general testing software programs to the department leadership team.</li><li>Answers telephones, schedules appointments, provides informational materials and answers questions, operates a variety of office and computer equipment. Uses computer software, assesses material needs, orders, receives, and maintains test instruments and supplies inventories.</li><li>Collaborates with IT and Accessibility Services to determine effective implementation of new testing and accessibility hardware and software. Works closely with the department’s leadership team when purchasing updated equipment and software which will streamline and enhance the services provided to students.</li></ul>​Customer Service<ul><li>Delivers excellent customer service and provides students, faculty, adjuncts, and staff with a secure, comfortable, and accessible environment. Keeps distractions to a minimum during testing appointments. Must be aware and able to conform to the proper etiquette for all individuals with a disability. Answers student, faculty, adjunct, and staff inquiries and makes referrals to other campus resources as appropriate.</li><li>Describes Instructional Services – Testing Services policies and procedures to students and instructors, providing relative training to campus stakeholders as appropriate. Collaborates internally and may facilitate appropriate training within the department as well as to business partners requiring Testing Services – Instructional Services training.</li></ul>Professional Development <ul><li>Attends Digital Education and Instructional Services staff meetings and scheduled training sessions. Stays current on National College Testing Association (NCTA) standards, vendor testing, virtual testing and accessibility related trends. Attends professional development trainings/workshops.</li><li>Maintains credentials &amp; any annual training/recertification necessary to administer any high-stakes certification examinations administered by Testing Services.</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>*Regular, predictable, and punctual attendance is required.Other duties as required MINIMUM EDUCATION AND EXPERIENCE REQUIRED<ul><li>Bachelor’s Degree in a closely related field.</li><li>Three (3) years’ experience in college testing, academic or student affairs, or related services.</li><li>State Motor Vehicle Operator's License or demonstrable ability to gain access to work site(s).</li><li>*An appropriate combination of education, training, coursework and experience may qualify a candidate.</li></ul>Compensation: $25.58CSCC has the right to revise this position description at any time. This position description does not represent in any way a contract of employment.Full Time/Part Time:Part timeUnion (If Applicable):Scheduled Hours:20Additional InformationIn order to ensure your application is complete, you must complete the following:<ul><li>Please ensure you have all the necessary documents available when starting the application process. For all faculty positions (Instructor, Annually Contracted Faculty, and Adjunct), you will need to upload an unofficial copy of your transcript when completing your aplication. </li><li>Prior to submitting your application, please review and update (if necessary) the information in your candidate profile as it will transfer to your application.</li></ul>If you are a current employee of Columbus State Community College, please log in to Workday to use the internal application process.Thank you for your interest in positions at Columbus State Community College. Once you have applied, the most updated information on the status of your application can be found by visiting your Candidate Home. Please view your submitted applications by logging in and reviewing your status.

Coordinator

<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 ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Services Representative - Birmingham, AL

About UsAt Cast &amp; Crew, we’ve empowered creativity and supported the global entertainment industry for decades. Together with our family of brands - Backstage, CAPS, Checks &amp; Balances, Final Draft, Media Services, Sargent-Disc, and The TEAM Companies – we operate as a combined entertainment technology and services provider offering industry standard screenwriting accounting software, digital payroll products, data &amp; reporting, and a host of creative tools.&nbsp; The industry continues to move faster than ever, and the need for our expertise, our technology, and our people has never been greater. &nbsp;We are a production’s best ally every step of the way.&nbsp;#OneCastOneCrewPosition Overview In this role, you will oversee the entire product lifecycle for new and existing products, from discovery, product planning, development to execution. You’ll be responsible for a nimble team who are responsible for our crew portal/user profile, project onboarding, project document exchange and employee onboarding within our suite and growing platform. The Director, Product Management will be responsible for both new product ideation and existing product strategy, you must be creative and visionary, able to innovate and simplify product offerings to provide a positive, seamless experience for our customers. As our clients include Studios, Networks, Film &amp; TV companies, Brands, Ad Agencies, Live Event Organizers as well as their end users, you must be able to envision the unique and complex intersection of the distinct audiences who use our products, and guide product strategy to serve each equally. As we are a lean team in a growing organization, you must covet the opportunity to be a hands’ on individual contributor in a senior leadership role. This position will also provide mentorship, guidance, and training to other members of the product team, and work cross-functionally to drive the strategic direction of our product suite and influence product growth. The ideal candidate will have a proven track record of managing product lifecycles, understanding customer needs, and driving product success.Core Responsibilities•Define and drive the product vision, strategy, and roadmap in line with the company's strategic goals•Oversee the entire product lifecycle from ideation through development, launch, and retirement; lead large-scale, cross-functional product initiatives including related system integrations•Prioritize and manage an agile backlog of product enhancements and be able to adapt quickly to a demanding and constantly changing environment•Engage with customers and stakeholders to gather and prioritize product requirements, ensuring products meet and exceed customer needs•Lead cross-functional teams, including design, engineering, and marketing, to deliver high-quality products to market on time•Stay on top of market trends, competitor products, and potential opportunities/threats to ensure our products remain competitive•Leverage analytics, usability studies, and market research to drive product direction and define an effective roadmap•Clearly communicate product plans, benefits, and results, as appropriate, to a spectrum of audiences, from internal stakeholders to external partnersKey Qualifications•Bachelor’s degree in a relevant field•Enterprise SaaS Product Management (minimum 5+ years) experience with a proven track record of successful launches•Proven experience launching a new product or moving a successful product into a new category or region in an agile environment•Strong execution-focus and ability to create an actionable plan amongst a certain degree of ambiguity•Deep understanding of how to interact with GTM and customer teams•Strategic and visionary; able to see the story and tie it together in a logical way•Strong leadership and communication skills that empower you to collaborate with and influence teams at all levels•Exceptionally strong process that you can articulate clearly, thoroughly, and concisely to technical and non-technical audiences•Methodical approach to set and execute a detailed, realistic, and congruent product roadmap•Adept at using qualitative and quantitative research methods and methodologies, including market landscaping and competitor analysis, to support product decisions•Excellent stakeholder management skills, including driving consensus and alignment•Ability to forge strong working relationships with design, development, and stakeholders•Advanced working knowledge of the Product Development Lifecycle with the ability to proactively suggest process improvements that drive efficiency and quality•Ability to translate technical concepts for a business audience•Technical familiarity and/or ability to acquire in-depth knowledge of asset management principles such as data indexing, OCR, platform integrations, and cloud storage across variety of cloud technologies (e.g., Azure, AWS)•Advanced written and verbal communication skills that can be tailored to suit a variety of individual personalities and levels of seniorityPreferred Qualifications •Prior experience in payroll, compliance, HR, accounting, and/or entertainment industry highly preferred•Proficiency with Pendo or similar adoption metrics tracking systemSpecial Work Conditions•Sedentary – Involves sitting most of the time but may involve walking or standing for brief periods of time. Some positions may entail exerting up to 15 lbs. of force occasionally and/or a negligible amount of force to lift, carry, push, or pull.Benefits&nbsp;Cast &amp; Crew provides a comprehensive package of employee benefits including: Medical, Dental, Vision, PTO, health and wellness programs, employee discounts, and more! Note: Cast &amp; Crew benefits are subject to eligibility requirements.Cast &amp; Crew is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. It is our policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.CA residents Your personal information may be collected in connection with certain services provided by Cast &amp; Crew or its affiliated companies. &nbsp;A summary of your California privacy rights can be found at: <a href="https://www.castandcrew.com/privacy-policy/" target="_blank">https://www.castandcrew.com/privacy-policy/</a>Compensation is commensurate with various factors including, but not limited to, relevant experience, qualifications, skills, training, licensure, certifications, geographic cost of labor, and other business and organizational needs. Compensation range for candidates in other locations may differ based on the cost of labor in that location. The compensation range for this position is: $170,000.00 - $220,000.00 per year.

Cast & Crew

Director, Product Management

<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 ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Services Representative - Houston, TX (Champion Forest)

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $106,500 - $171,500 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Rancho Cucamonga, CA

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

Investment Consultant - Providence, RI

<h3>Job Description:</h3>Senior Manager, Data Analytics &amp; InsightsAs a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep data expertise to support internal analytic initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. The Expertise We’re Looking For <ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, and campaign measurement.</li><li>Experience working with data environments and strong knowledge in querying language and/or querying applications (SQL, Alteryx, Python) to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with PowerBI, Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li></ul>The Purpose of Your RoleYou will serve as Senior Manager for analytics &amp; insights work reporting on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform enabled and capability-led Digital Future to benefit our clients &amp; participants.You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our channels (web, mobile, phones, etc.)The Skills You Bring<ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and technological techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technologies (e.g. Alteryx, Altair, SAS, SQL, R, Python, Tableau, PowerBI, Adobe Analytics, Snowflake, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul>The Value You Deliver<ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul>How Your Work Impacts the OrganizationWorkplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Data Analytics & Insights

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

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