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Title: Project Reroute Coordinator
POSITION SUMMARY The Coordinator of the Nashville State Project Reroute oversees a support program for justice-impacted learners attending main campus locations as part of the Correctional Education Initiative. Programming and services aim to support the college’s 2030 vision, which focuses on increasing persistence rates (Fall to Spring retention), retention rates (Fall to Fall retention), and 3-year graduation rates. This aligns with Nashville State’s Vision of achieving equitable outcomes for our varied community of learners.
ESSENTIAL JOB FUNCTIONS/JOB DUTIES AND RESPONSIBILITIES Serve as an academic and career advisor and advocate for cohort students. Work with subpopulation students to address barriers to admission. Collaborate with academic affairs, admissions, student success initiatives, and financial aid to address barriers specific to justice impacted students. Connect cohort students to appropriate resources both in and out of the college.
Creation, implementation, and scheduling of periodic workshops for students to address topics including but not limited to: software training, study skills, career and goal planning, financial literacy, mental health/mindset support. Create, implement and supervise peer-mentoring program. Develop and disseminate outreach materials both internally and externally to the college. Coordinate with the Webmaster of the college to create and maintain a Reroute webpage. Collecting and managing data to complete annual institutional effectiveness efforts. Act as point of contact for community partners and/or prospective students.
REQUIRED QUALIFICATIONS Bachelor’s degree from an accredited institution
Two (2) years’ experience working in a higher education setting
PREFERRED QUALIFICATIONS Master’s degree from an accredited institution
Two years’ experience working in a higher education setting
Prior work experience at a community college
Prior work experience with justice impacted individuals
KNOWLEDGE, SKILLS AND ABILITIES Ability to manage a caseload of academic and career advising. Effective oral and written communication skills. Ability to maintain confidentiality and appropriately handle sensitive information. Strong organizational skills, including the ability to manage competing tasks and priorities while maintaining complete and accurate records. Proficient Microsoft Office and database management skills. Ability to build effective working relationship at all levels across the organization. Ability to work effectively with a wide range of constituencies in a varied community.
Open Until Filled: Yes
Rate of Pay: $44,148.00 - $55,185.00 depending on experience
Special Instructions to Applicants: Unofficial transcripts are acceptable for the application process. Official transcripts are required upon hire. Applicants may be subject to a background check.

Motlow State Community College


      Project Reroute Coordinator
    

Great opportunity exists for a Residential Rehabilitation Coordinator in our Mental Health Residential Program in&nbsp;Quincy.&nbsp; In this program, adults with mental illness share a home in the community.&nbsp; Our residential staff supports them to reach their goals by teaching them daily living skills to move them toward independence, assist in management of their psychiatric symptoms, ensure their physical health, and improve their quality of life!Join our&nbsp;dedicated team&nbsp;and play an essential role in enabling&nbsp;adults with mental illness&nbsp;to live as actively and independently as possible!!Responsibilities:<ul><li>Advocate for client caseload</li><li>Develop, implement, and monitor treatment plans</li><li>Oversee medication management</li><li>Fiscal management of funds</li><li>Primary liaison for service providers, family, and guardians</li><li>Use of an electronic health record system for client notes</li></ul>&nbsp;&nbsp;We offer a competitive salary and a great benefit package!<ul><li>Tuition remission program - 100% tuition for undergraduate coursework in a&nbsp;Massachusetts State College or University</li><li>Health/dental insurance</li><li>Generous paid time off</li><li>Various opportunities for career advancement</li><li>Commitment to provide quality training to our staff</li><li>Group discounts on cell phones, movie tickets and various club memberships</li><li>Company contributions to retirement plan</li><li>Company paid life insurance</li><li>Opportunities to attend in-service trainings and more…</li></ul> <h4>Required Skills</h4><ul><li>Excellent communication and writing skills</li><li>Time management and ability to organize multiple priorities</li><li>Ability to remain calm and de-escalate stressful situations</li><li>Good judgment and ability to problem solve</li><li>Dependability and flexibility</li><li>Ability to promote a teamwork environment and serve as a role model to other staff</li><li>Ability to form therapeutic relationships with challenging clients</li><li>Computer proficiency and ability to learn to use an electronic health record system</li><li>Must have a valid driver’s license, safe driving record, and access to a personal vehicle</li></ul> <h4>Required Experience</h4><ul><li>Minimum of one year Human Services experience and working knowledge of community based treatment, funding sources, and treatment regulations</li><li>BA/BS in Psychology or related field preferred</li><li>CPR/FA and MAP certifications will be required</li></ul>Aspire Health Alliance is committed to and passionate about diversity, equity, and inclusion. &nbsp;We celebrate, support and promote diversity of thought, culture, and backgrounds.&nbsp; As an employer committed to equal opportunity, we base all employment decisions on each individual’s capabilities and qualifications, without regard to race, color, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, age, physical or mental disability, veteran status, genetics, or any other protected characteristic.&nbsp; Aspire Health Alliance strives to fully reflect the clients and communities we serve and believes that a diversity of interests and cultures leads to a stronger and more innovative organization.

Aspire Health Alliance

Residential Rehab Coordinator- Quincy, $22.00. Sun-Thurs 9a-5p, with option of 1-2 later shifts

Compensation Type: SalariedCompensation: $51,701.00Job SummaryThe Territory Coordinator is an experienced recruiter who is a persuasive communicator and relationship builder with a passion for the great outcomes that can result from a Columbus State education. Leveraging K-12 contacts and relationships, this role coordinates K-12 territory recruitment within the Central Ohio region. This role is responsible for territory coordination, territory recruitment, and one-on-one student recruitment efforts. This position requires someone who can build rapport quickly and maintain relationships with potential students, K-12 administrators, internal partners, and other key stakeholders. The incumbent will excel at communicating to a diverse audience in a variety of settings and possesses strong presentation skills with a knack for building robust relationships.ESSENTIAL JOB FUNCTIONSRecruitment <ul><li>Represents and promotes the College and recruits prospective students for Columbus State programs.</li><li>Arranges and conducts targeted recruitment activities, seeks to grow a pool of prospective students and, through a combination of mass communication and individual relationship building, nurtures prospects through to admission and enrollment.</li><li>Establishes expertise in the characteristics, goals, media consumption habits, and locations of prospective students and leverages this expertise to attract quality students.</li><li>Maintains regular contact with future students and performs follow-up communication to ensure they are progressing through the application/enrollment process.</li><li>Collaborates with and executes referrals to department faculty and staff, admissions office team members, and other college departments/personnel to facilitate enrollment.</li><li>Assists with on-campus visits, one-on-one student appointments, student emails, providing campus tours, special event programming, and other internal and external recruitment activities.</li></ul>Territory Coordination &amp; Engagement <ul><li>Generate a network of contacts within the K-12 community comprised of principles, counselors, teachers, and community leaders to assist in yielding enrollment.</li><li>Establishes internal relationships with partners throughout the College to identify recruitment opportunities and coordinate territory outreach to yield prospective students.</li><li>Remains knowledgeable on local, state and national workforce trends, and the College’s offer (credit and non-credit) to effectively present educational program options and transfer opportunities to assigned K-12 territories to grow enrollment.</li><li>Works with academic department faculty and staff to facilitate a deep understanding of the College’s programs and associated academic, co- curricular, and career- development opportunities</li></ul>Administration<ul><li>Tracks territory recruitment and engagement activities, evaluates their effectiveness and recommends outreach changes and improvements.</li><li>Keeps accurate records, completes and maintains all required documentation, including input of contacts, as well as outreach activity statistics and reports.</li><li>Audits and tracks competitor activity in order to articulate the College’s unique offer and the advantages realized by recent graduates of the College.</li><li>Provides recommendations/briefings to inform marketing efforts designed to differentiate College programs.</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 EDUCATION AND EXPERIENCE REQUIRED <ul><li>Bachelor’s Degree in Business, Marketing, Public Relations, Communications, Higher Education Administration, or a closely related field.</li><li>Five (5) years of tangible success in outside Sales, Admissions recruitment, Marketing, Promotional Environment.</li><li>Three (3) years of documented success in a territory management/coordination function.</li><li>Demonstrable familiarity and established industry contacts within the K12/high school environment. *An appropriate combination of education, training, coursework and experience may qualify a candidate. </li></ul>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

Territory Coordinator/Recruiter

H.O. Penn Machinery NOW HIRING Rental Coordinator – Power Systems&nbsp; &nbsp;Medford, NY&nbsp;Pay: $27-$33/hour (dependent on experience) Bonus Potential: 5% Benefits:<ul><ul><li>Medical/dental/vision insurance</li><li>401(k) with company match</li><li>Paid time off</li><li>Paid company holidays</li><li>Company provided laptop &amp; cell phone </li></ul></ul>Key&nbsp;qualifications:<ul><li>Knowledge of equipment rental business highly preferred&nbsp;</li><li>Excellent organizational, coordinating and multi-tasking skills, (high level of task management)&nbsp;</li><li>Excellent communication skills, (both written and oral)&nbsp;</li><li>PC Proficient, (including high proficiency utilizing Microsoft Office and other software)</li><li>Ability to negotiate and close deals &nbsp; </li></ul>Responsibilities:&nbsp;A positive customer experience through the timely processing of rental business<ul><li>Coordinate necessary paperwork to get the rental in motion</li><li>Secure credit approval</li><li>Coordinate activity with the appropriate yard person</li><li>Arrange transport if necessary</li><li>Set up agreement and pre-ship in DBS/IRS (proprietary CAT software)</li><li>Communicate status of rental with customer and assigned sales rep</li></ul>Growth of the rental business through the proper handling of 1-800-RENTCAT<ul><li>Professionally quote rates and close business to maximize utilization and revenue</li><li>Provide customers with professional recommendations on equipment options as well as pricing and availability data to meet customers' rental needs</li><li>Utilize phone log entries, prospect lists and other customer information to promote sales growth</li><li>Process orders in a timely manner</li><li>Notify branches of rental activity each day</li></ul>Maximized availability through coordination of rental readiness with the yard person to&nbsp;<ul><li>Ensure the machines are ready to rent and noted accordingly in DBS/IRS</li><li>Ensure that DBS/IRS accurately reflects work tools associated with machine</li><li>Utilize rental call off procedure to maintain inventory accuracy and availability</li><li>Make full use of the features and reporting mechanisms of the current inventory control system to contribute to effective Penn Rents' equipment asset management</li><li>Perform periodic yard walks/inventories of assigned branches </li></ul>Customer satisfaction through the coordination of final rental billing &nbsp;<ul><li>Work closely with the billing department and Rental Manager to ensure accuracy of billing</li><li>Manage the shipping &amp; receiving process for rental machines &amp; attachments to maintain accurate records/billing</li><li>Work with sales reps and customers to communicate/present rental machine damage or neglect charges</li><li>Ensure that all transactions are handled in accordance with current cash account and credit policies </li></ul>Qualifications<ul><li>Knowledge of equipment rental business highly preferred&nbsp;</li><li>Excellent organizational, coordinating and multi-tasking skills, (high level of task management)&nbsp;</li><li>Excellent communication skills, (both written and oral)&nbsp;</li><li>PC Proficient, (including high proficiency utilizing Microsoft Office and other software)</li><li>Ability to negotiate and close deals &nbsp;</li></ul>Physical Requirements:<ul><li>Standing and/or sitting for prolonged periods of time</li><li>Hand coordination for typing, writing, and computer use</li><li>Occasional forward bending and reaching</li><li>Occasional walking and climbing stairs</li><li>Carrying (up to 20lbs.)&nbsp;</li></ul>Reasonable accommodations made as needed.&nbsp;We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, national origin, ancestry, age, marital status, citizenship, sexual orientation, gender or gender status, disability, genetic information, otherwise qualified disabled or veteran status, or any other protected class as designated by Federal, State and/or local law

Rental Coordinator – Power Systems

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility 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 engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not 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>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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.

Fidelity Investments

Financial Consultant - Tampa, FL

<h3>Job Description:</h3>The DepartmentStrategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $400 billion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over one million customer accounts. The Portfolio Engineering (PE) function within SAI is responsible for the management, customization, and execution of individual client portfolios. Within the PE function, the Personalized Wealth Management team is focused on our clients’ most complex investment situations.The RoleThe Investment Manager will join the Personalized Wealth Management team in our San Francisco office, with occasional travel required to Fidelity offices in Boston, MA and Denver, CO. This person will play a meaningful role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies. The role will combine a high degree of technical proficiency with investment expertise to build scalable solutions to solve complex investment problems and deliver greater personalization to clients. The role is primarily focused on providing tax-sensitive, customized management of multi-asset class portfolios for taxable individuals and trusts for Fidelity Wealth Services. You will learn and implement our overlay management strategies with a goal to improve after-tax returns while controlling risk.ResponsibilitiesPortfolio Management<ul><li>Manage individual client portfolios consistent with Strategic Advisers' investment philosophy and the unique personalization of each client portfolio. Implement investment strategies based on market movements, tax management opportunities, changes in model portfolio or investment choices</li><li>Apply analytical and problem-solving skills to efficiently implement complex portfolio construction across multiple account registration types while being able to decipher and clearly understand the impacts on investment risk and return characteristics</li><li>Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning to achieve superior pre- and after-tax returns consistent with the SAI’s investment philosophy</li><li>Collaborate with the team to design, develop, and test new ideas to drive greater scale and personalization capabilities for the investment platform</li><li>Prototype and provide technical design requirements to enable greater investment effectiveness across the Personalized Wealth Management team</li><li>Monitor and carry out fiduciary responsibilities with a high-level of integrity</li></ul>Investment Planning <ul><li>Provide personalized transition analysis for hypothetical scenarios and recommendations to clients on security transfers for charitable intentions</li><li>Collaborate with the team to design, develop, and test new ideas to drive greater personalization.</li><li>Design and prototype new strategies for incorporating additional financial planning factors within portfolio management</li><li>Coordinate with Investment and Client-Facing partners to develop Portfolio Management Client Experience</li><li>Present detailed investment processes, philosophies, and capital market dynamics in front of larger groups including both internal colleagues and external clients</li></ul>Qualifications Experience/Education<ul><li>Graduate degree preferred; degree or emphasis in Engineering/Computer Science/ Finance/Accounting/Economics subjects strongly preferred</li><li>Existing or progress toward CFP credential</li><li>Three to seven years investment experience in research, portfolio management, trading or technology development in these fields</li><li>Hands on experience with financial planning and planning tools</li></ul>Skills and Knowledge<ul><li>Technical and programming skills including R, Python, Java, and SQL required</li><li>Familiarity with Business Intelligence tools such as Tableau or Spotfire</li><li>Ability to work effectively on a collaborative team with a strong spirit of innovation, maintaining comfort in undefined environments</li><li>Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving, and the ability to multi-task</li><li>Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment</li></ul>Location<ul><li>San Francisco, CA</li></ul>The base salary range for this position is $100,000 - $165,000 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 65 - FINRA<h3>Category:</h3>Investment Professionals

Investment Manager - Private Wealth Management

<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.The base salary range for this position is $56,000 - $72,000 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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Bellevue, WA

Investment Consultant - Redmond, WA

<h3>Job Description:</h3>JOB TITLE: Director, Sales EnablementThis position requires planning and organizing resources across Institutional Wealth Management Services (IWMS) to win and convert business from competitors. Evaluating opportunities, communicating, and coordinating action plans in partnership with the sales team and stakeholders across IWMS and FI are key to our success. The successful candidate must be able to be a strategic thinker, multi-task and work effectively with all levels of management.The RoleThe Director, Sales Enablement partners alongside the IWMS Sales team through the stages of a prospect engagement and critical initiatives to drive scale and efficiency to each of the sales segments. These include the following key elements:<ul><li>Partner through the Sales Deal Support Cycle: Firm Profiling, Request for Proposal, Prospect Project Plan, Financials, Risk Review, Discovery, and Agreements.</li><li>Drive business outcomes by aligning organizational support and serving as a liaison across IWMS, FI, and third parties</li><li>Participate in the planning and sales execution strategy for Clearing and Custody prospects plays alongside the Segment Management Teams.</li><li>Directly engage with prospect firms throughout the sales process, including responding to due diligence requests and helping educate firms on right fit Fidelity solutions.</li><li>Fostering relationships with internal and external Centers of Influence who are essential members of the platform sales ecosystem.</li></ul>The Expertise and Skills You Bring <ul><li>10+ years of relevant Financial Services: B/D, direct RIA, Custody within the Brokerage industry</li><li>Bachelor’s Degree – Required, MBA – Preferred</li><li>Series 7, 63 Licenses – Preferred/Required within 90 days</li><li>A comprehensive understanding of the Fidelity Institutional and IWMS Organization. Including wealth management marketplace, technology solutions, investment products, capital markets and operations.</li><li>Excellent project management skills to track progress, drive and implement critical sales programs. including prioritizing and managing multiple prospects simultaneously.</li><li>Strong consultative, listening, communications and analytical skills; ability to balance strategy and execution in leading everyday work.</li><li>Ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.</li><li>You are proficient with PowerPoint, with an emphasis on developing presentations and formatting data in a consumable format.</li><li>Excellent communication skills (written, verbal, and presentation) with the ability to influence C level, executive presence.</li><li>Learning attitude; positive approach to experimentation and failure.</li></ul>The TeamThe Director, Sales Enablement role is a key member of the Market Enablement organization within IWMS. Market Enablement is responsible for planning and enabling the execution of initiatives for the Client Relationship Group to help our clients and prospects engage effectively with IWMS. Key partners include leadership across the Client Relationship Group, Marketing, Practice Management, Finance, Legal and Compliance, among others.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Program/Project 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.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.

Director Sales Enablement

<h3>Job Description:</h3>Team Leader, Client ServicesPlease note, this position is available at a Grade 6 or 7'Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.' Abby Johnson | Chairman &amp; CEO Fidelity InvestmentsIs it time to explore new challenges in your career?With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>Proven Leadership Experience</li><li>Previous Management or Leadership Experience in financial services is a plus</li><li>Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days</li></ul>The Purpose of Your RoleThe Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.The Skills You Bring<ul><li>Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop</li><li>Your ability to balance leadership and supervisory responsibilities</li><li>Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward</li><li>Your experience with regulatory and compliance practices and rules</li><li>Your relationship expertise, leading with empathy and enhancing team cohesion</li></ul>The Support You ReceiveWe want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.Our Investments in YouWe believe it is important to approach life holistically. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></li></ul>The Value You Deliver<ul><li>Coaching and developing a team of associates to deliver an outstanding experience to our clients</li><li>Enabling your team to drive outstanding client service interactions/ results</li><li>Helping associates realize their own personal definitions of success</li><li>Ability to inspire associates to deliver their best</li><li>Partnering with associates to build personalized plans that support their development towards career goals</li><li>Protecting the Fidelity brand through active supervision of associate interactions and transactions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul>We believe in being #Different TogetherFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.Learn More: <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>#PIRCLeader<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - 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.

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