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<h3>Job Description:</h3>The RoleReporting into the Head of the Tax-Exempt Market (TEM), this role and a key member of the TEM senior leadership team. The role leads TEM efforts to drive growth and retention of our clients, enhance Fidelity’s presence in the market, and drive adoption of new solutions to expand and strengthen relationships. There will be significant interface with senior management as well senior leaders and subject matter experts both internally and externally. Key aspects of the role encompass:<ul><li>Leading competitive client retention efforts; dedicated third-party consultant engagement to drive retention and growth.</li><li>Cultivating key consulting relationships to support the market growth of TEM; advocating on behalf of Fidelity’s client relationships with the largest and most influential external consultants.</li><li>Developing the market roadmap with TEM industry practice leads to strength market presence and help optimize client engagement opportunities.</li><li>Frequent interaction and strong collaboration with internal sales professionals, relationship management, consultant relations, custody &amp; clearing and business partners, critical in addressing client and/or consultant specific situations.</li><li>Direct partnership with RIAs and their advisors who act in a fiduciary capacity for TEM participants.</li><li>Increasing client appreciation for the level and value of our services.</li></ul> The Expertise and Skills You Bring<ul><li>Bachelor’s degree; MBA or advanced degree helpful.</li><li>Series 7, 24 and 63 required. </li><li>Minimum:<ul><li>10 years in the financial industry; Strong understanding of the retirement business regulatory environment; working knowledge of 401(k)/403(b)/457 qualified and non-qualified defined contribution plans a plus.</li><li>5 years managing and cultivating a vibrant and inclusive team environment.</li></ul></li><li>Ability to travel up to 70% .</li><li>Proven success:<ul><li>Building and cultivating strategic relationships; strong organizational that can champion and influence initiatives and solve complex problems working with internal partners and external stakeholders and clients.</li><li>Influencing and negotiating strategic product/service delivery through collaboration with large, complex clients to adoption of product solutions to meet client needs.</li><li>Interpreting sophisticated problems, leading business indicators and translating them into practical solutions.</li><li>Demonstrating end-to-end business thinking, planning, and decision-making to achieve clear and measurable outcomes.</li><li>anticipating and interpreting market needs, adapt to changes and prioritize as necessary while meeting consultant and/or client-imposed deadlines.</li><li>Understanding and developing industry and competitor products/services and best practices.</li></ul></li><li>Exceptional communication skills both oral and written translating business context, challenges and strategy into a compelling story/presentation; C-suite command presence.</li><li>Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo.</li></ul>The TeamTax-Exempt Market (TEM) provides workplace benefits &amp; recordkeeping services to non-profit institutions, which include health care, higher education, faith-based, government, and other tax-exempt organizations.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>ConsultingFidelity’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

Head of Client Consulting, Growth & Retention

IA Director - Managerial - Director Corporate and Foundation RelationsJob ID: 13710Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: RegularAbout UTEPThe University of Texas at El Paso (UTEP) is a comprehensive public research university that is increasing access to excellent higher education. We advance discovery of public value and positively impact the health, culture, education, and economy of the community we serve.UTEP is America's leading Hispanic-serving university. Located at the westernmost tip of Texas, where three states and two countries converge along the Rio Grande, 85% of our 25,000 students are Hispanic, and half are the first in their families to go to college. UTEP offers 170 bachelor's, master's and doctoral degree programs at the only open-access, top-tier research university in America.<a href="https://www.utep.edu/giving/Our" target="_blank">https://www.utep.edu/giving/Our</a> team works cohesively to build strategic relationships, keep alums connected to the University, and match philanthropic goals with institutional priorities to advance, support, and sustain the University's mission. Our division relies on the constant collaboration of our departments - Advancement Services, Development, and Strategy &amp; Engagement.With a growing team and vastly unrealized fundraising potential, we had our fourth straight record-breaking year last year and are poised for continued growth and success. Maintaining that momentum, we are excited to continue implementing innovative ways to extend our reach and impact. As America's leading Hispanic-serving university, the University of Texas at El Paso (UTEP) is dedicated to increasing access to excellent higher education and positively impacting the community we serve. In Institutional Advancement (IA), we know that our success is built on the contribution of a diverse team in its people, thoughts, and experience. Our culture of care and inclusive excellence is more than a commitment at UTEP IA—it is the foundation of all we do.Read on to understand who we're looking for in this role, what you'll do, and the skills and experiences we're after. Please use your cover letter to tell us about your interest in UTEP and Institutional Advancement and what you hope to bring to this role.Who We WantAn experienced, strategic, and highly collaborative leader to serve as the University of Texas at El Paso (UTEP) Institutional Advancement's (IA) Director of Corporate and Foundation Relations.With curiosity and creativity, you are pleasantly persistent in achieving your goals. You know how to take an idea from inception through execution, collecting feedback along the way to constantly improve. With a positive attitude, you take pride in approaching your work with intention and a growth mindset. You must be unrelenting in your pursuit of excellence, taking smart risks, and exploring big ideas; you innovate and iterate but never compromise integrity along the way.You also embody an unending commitment to positively contributing to our team culture; we all commit to making UTEP IA a great place to work. You have tenacious optimism and a goal-oriented, growth mindset, with the ability to remain flexible and develop creative solutions in pursuit of always maintaining forward momentum.You thrive in a dynamic environment, continually balancing competing priorities. You have the ability to work independently and collaboratively, supporting the success of all colleagues and prioritizing UTEP's overall goals above personal achievement.Position InformationHiring Department: Institutional AdvancementPosting End Date: Open until filled. This posting may close once a sufficient number of qualified applications have been received.Hours: 40 hours per week, standard Monday- Friday 8:00am- 5:00pmFLSA status: ExemptEarliest Start Date: As soon as possible.Salary: $75,000 - $82,500 annually, commensurate with experience.Required Application Materials:• Resume• Cover Letter• List of three professional referencesThe primary accountabilities are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. A valid driver's license issued by the State where the applicant resides and insurability as defined in UTS 157 may be required to perform the position's essential functions.Purpose of PositionWhat You'll DoReporting to the Associate Vice President of Development, you will be responsible for creating and implementing a comprehensive strategy to identify, engage, and secure partnerships with corporate entities and foundations aligned with the University's mission. In this role, you will manage a diverse portfolio of major ($25,000+) and principal-level ($1,000,000+) prospects and donors, both regionally and nationally.You'll analyze current corporate and foundation engagement practices to identify growth opportunities and integrating various components, such as campus sponsorships, business engagement, and community outreach, into the overall Corporate and Foundation Relations unit strategy. You'll develop and implement targeted strategies that facilitate successful evaluation, cultivation, solicitation, negotiation, and investment from corporate entities and foundations. You'll effectively align their interests with the university's initiatives and opportunities, ensuring that these opportunities resonate with the philanthropic goals of the donors and the University's mission. By leveraging these connections, you will play a crucial role in fostering meaningful relationships that support the university's fundraising objectives.Another aspect of the role will be overseeing the development of a robust sponsorship program strategy, establishing university-wide procedures and guidelines to ensure consistency and effectiveness. This will require collaboration with colleagues across campus, particularly within Athletics, as well as the UTEP Alumni Association, to create consistent sponsorship packages and implement effective strategies. You will also provide guidance and resources to campus departments on best practices for business engagement and sponsorship management, enhancing overall effectiveness and reach.Additionally, you will be responsible for maintaining accurate and detailed records on donors and prospects, which is critical for effective relationship management and strategic planning. This includes documenting all interactions, contact reports, and relevant notes within the CRM system (Raiser's Edge NXT). By ensuring that this information is up to date, you will provide valuable insights for yourself and your colleagues, allowing for informed decision-making and tailored engagement strategies. You will also oversee the preparation of compelling funding proposals, submit grant applications, assessments of potential support, briefings, gift agreements, and endowments for your assigned prospects, ensuring that all relevant parties (academic partners, faculty, researchers, and staff) are actively involved in these key efforts.As a manager, you will lead a team of frontline fundraisers dedicated to corporate and foundation relations. You build trust with your team through authenticity, shared vision, and transparency. You invest time and energy in growing your team professionally and personally, to remove barriers for their success, and foster a team culture that pursues excellence while also caring deeply about the human behind the job.While no two days will be the same, you can expect to engage in identifying and strategizing investment opportunities while building impactful, long-term relationships with our constituents. As part of a centralized Institutional Advancement division, you will receive support not only from your AVP and immediate teammates but also from colleagues across the division in areas such as prospect research, stewardship, alumni engagement, and communications.Essential FunctionsPromotes organization policies and procedures in compliance with local, state, and federal rules and regulations; advises University personnel regarding the development and implementation of regulatory strategy, potential areas of regulatory concern, and new government/regulatory developments related to advancement processes.Implements directives, operational changes, programs, and policies corresponding to the division or unit.Coordinates activities of divisions or departments that effects operational efficiency and economy.Develops short and long-range plans, conceptual designs, capital outlay (budget) requirements and documentation for assigned area(s).Develops, implements, and provides training policies, standards, guidelines, and/or security monitoring processes in relation to general control, privacy regulations, and development and operation of the University's infrastructure.Reviews and approves documentation relating to projects and needs specific to assigned area(s).Exchanges information in a clear, concise, and straightforward manner with internal and external partners, stakeholders, alumni, constituents, and friends of the UniversityActs as a liaison between department and internal or external partners.Knowledge of all Microsoft Office software and able to learn and use institutional software systems.Complies with all State and University policies.Other duties may be assigned; specific roles may have additional responsibilities due to the nature of the specific role/division/unit.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Required Qualifications:Education: Bachelor's degree OR an equivalent combination of education and experience from which comparable knowledge and skills can be acquired is necessaryandExperience: Five (5) years of successful major gift fundraising experience or relevant experience (e.g. portfolio management, sales, nonprofit, banking, or finance)Preferred Qualifications:A working understanding of a research university environment with faculty and stakeholdersDemonstrated success fundraising for another academic unit, youth-serving agency, business school or programExperience using a fundraising database (we use Raiser's Edge NXT)Membership in NACROKnowledge, Skills &amp; AbilitiesProficiency in Microsoft Office software and ability to learn and use institutional software systemsAdvanced computer skills and demonstrated background in Internet-based researchKey Performance Indicators:Understanding how you would measure success in a role is critical to understanding if it's a good fit. At Institutional Advancement, we believe Key Performance Indicators (KPIs) contribute not only to the overall productivity of our division but also to our team engagement. As such, we like to establish the measures of success early, consistently talk about performance, and formally review them quarterly to ensure we're providing two-way feedback in a timely and consistent manner.The Key Performance Indicators (KPIs) for this role:• Expanding existing corporate and foundation relationships• Facilitating new UTEP partnerships with corporations and foundations• Delivery of major-gift level investment proposals and closure success rate• Overall fundraising and engagement success of the CFR unitAdditional InformationPhysical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit; use hands to feel; and reach with hands and arms. The employee is occasionally required to stand; walk; and talk or hear. The employee must regularly be able to lift and move up to 50 lbs.Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level for this work environment is usually moderate.In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries—including the filing of a Formal Complaint or reporting an incident—about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6371555jeid-d764373f7c7c69458b1cf3d746aca4e8" target="_blank">https://apptrkr.com/6371555jeid-d764373f7c7c69458b1cf3d746aca4e8</a>

The University of Texas at El Paso

IA Director - Managerial - Director  Corporate and Foundation Relations

Manager - Parking and Transportation

<h3>Job Description:</h3>Fidelity’s Workplace Investing (WI)/Healthcare (HCG) business units help employers offer successful benefit programs to improve their employees’ overall well-being. WI/HCG offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and engaging employee experiences. WI/HCG is the market leader with ~30% market share serving 26K employer clients &amp; 34M employees and administrating $3.0T in assets.The Stock Plan Services Product Domain exists to focus and deliver upon the needs of our Stock Plan Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul> As the SPS Product Offering Lead you blend broad product management expertise with a deep understanding of Equity Compensation Products to identify the product features that deliver the maximum business partner and/or customer value. You will help rationalize the strategic direction for the Domain by analyzing market/product feature gaps that will increase the value of our offering to current and prospective clients supporting future growth of our business versus our current priorities. You will analyze new business ideas and work with Product Areas leaders and technology partners in the agile model to assess the solution size as input into our portfolio priorities. In your role, you will be responsible for defining the SPS Domain Product story and interface with clients to share our focus areas and roadmap. You will focus on looking at the holistic offering including digital experiences and formulating a strategic point of view of how to maximize the deployment of our technology resources to maximize value to our business. You will interface with the sales organization and Fidelity Workplace Consulting to influence the nature of tactical solution deployed while driving alignment on how these will transition to the strategic SPS product offering over time. You will also assist with effective go-to-market routines to enable adoption of new features and services.As the Offering lead you will manage the chapter area resources responsible for defining product features for our execution portfolio. You will work to support alignment of the product vision from initial business case through to feature decomposition to support agile delivery in the agile teams. You will further partner with the Chapter Area Leader to support a learning curriculum that will strengthen the Equity Compensation domain knowledge and business analysis functions that support success in delivery. The Expertise You Have <ul><li>Bachelor’s Degree required; MBA preferred.</li><li>Series 7, 63 and 24 licenses preferred.</li><li>15+ years of financial services work experience</li><li>Proven track record of defining a strategic product vision and creating business cases/idea screens for support.</li><li>Experience engaging with executive and senior (C-suite) internal and external customers and partners.</li><li>Experience defining complex product features spanning Workplace and Brokerage Capabilities</li><li>Financial services experience, with brokerage experience a plus</li></ul>The Skills You Bring <ul><li>Experienced and inspirational people leader, skilled at setting strategic direction across multiple products, segments, and experiences engaging internal/external partners to drive alignment on a product vision.</li><li>Executive level experience leading the definition of broad, complex, feature set and product offerings aligned with and in support of the strategic direction of the organization.</li><li>Robust decision making supported by data-focused approach that drives feature prioritization, in day-to-day leadership and strategic tradeoff analyses.</li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm.</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion.</li><li>Ability to create an inclusive culture that encourage diversity of thought, drives debate, and encourages all to unlock their potential on behalf of our clients.</li></ul>The Value You Deliver <ul><li>Strong product management experience including offering design, value proposition definition, customer engagement strategy and associated go-to-market functions to ensure success of feature deployments.</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li><li>Proactively partnering with the External Clients, SPS Leadership Team, other Domain, Tribe, Chapter Area, COE, and Team leaders to:<ul><li>Understand market gaps and/or the needs of customers and business partners.</li><li>Define and analyze business opportunities associated with new feature delivery.</li><li>Drive alignment on feature definition and associated market priorities to delivering on strategic priorities and value.</li><li>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</li><li>Sharing relevant insights, knowledge, and developments across the Domain</li></ul></li><li>Advocate for Stock Plan customer needs with partner teams across multiple domains, business units to gain alignment on an E2E vision supporting Stock Plan customer needs.</li><li>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</li><li>Leading innovative growth strategies as part of Fidelity’s highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms</li><li>Working with Product Area Leaders, Portfolio Strategy team and chapters to optimize technology roadmaps on the highest value features</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product 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.

Stock Plan Product Offering and Analysis Practice Lead

Position Title: Property Coordinator Location: Houston, TX Full Time/Part Time: Full time Req ID: R308-2025 Description: ******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Property Coordinator to assist and support the Property Manager with the day-to-day management of their portfolio of properties. Primary focus is related to administrative functions and tenant / vendor relations including, but not limited to the following: collection of vendor bids and preparation of contracts related to repairs, maintenance and Capital Improvement projects; review and coding of all vendor invoices; coding and processing of all Job Cost related documents; re-class of expenses; coordination of vendor work, annual inspections (ex. Fire systems, alarm systems, backflows etc.), open &amp; close of utility accounts; vacancy cleanouts and vacancy profiles; assist Property Manager in maintaining Emergency Response Plans for each site, including current contact information for all “first responders”, tenants, utilities, etc.; assist Property Manager with the preparation of annual budgets; coordination of travel and expense reports;Daily review and response to cases logged in Kimco’s Customer Service platform; issue work orders to vendors and follow-up to ensure work orders have been completed; maintain a Best-In-Class relationship with tenants via verbal and written communications.Requirements:<ul><li>Background in retail commercial real estate </li><li>At least two years of experience in a fast-paced corporate setting </li><li>Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Access)</li><li>Bachelor's degree or equivalent working experience</li><li>Prior administrative experience</li></ul>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability ** About Us: Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders. Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and rapidly expanding Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week. Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of December 31, 2024, the company owned interests in 568 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. PI275111452

Kimco Realty Corporation

Property Coordinator

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

Planning Consultant - Katy, TX

<h3>Job Description:</h3>The Role​Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated NQDC Business Intelligence Strategist to join our team! You will work across our matrixed product, sales, service, and support teams to develop and implement strategies to deliver actionable insights from a broad array of data. You will help drive better outcomes by undertaking new analysis, communicating insights compellingly, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you.The Expertise You Have <ul><li>Experience: Bring over 10 years of financial services experience, preferably in data analytics, as well as some combination of financial reporting and product management, with a consistent track record of driving successful analytics product development and adoption.</li><li>Proven experience in business analytics, strategy development, and execution.</li><li>Strong understanding of business intelligence tools and data visualization techniques.</li><li>Excellent communication and interpersonal skills to effectively collaborate with cross-functional teams.</li><li>Ability to manage multiple projects and prioritize tasks in a fast-paced environment.</li><li>Proficiency with data analysis and visualization tools (e.g., SQL, Tableau, Power BI).</li><li>Experience with data centralization and management (e.g., data lakes) is a plus.</li></ul>The Skills You Bring <ul><li>Passion for understanding complex problems with data and developing a communication strategy to help a large organization understand and act.</li><li>Ability to navigate many sources of data and business partners, interacting with them to complete analytical needs while maintaining a clear strategy and understanding of inconsistencies.</li><li>Excellent communication skills to prepare clear visual, written, and spoken content to influence stakeholders at various levels across the organization</li><li>A continuous improvement approach, willingness to challenge the status quo and push for new thinking.</li><li>A data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses.</li><li>Knowledge of data privacy regulations and security best practices is crucial for ensuring the confidentiality and integrity of client data.</li><li>Strategy and Planning: Develop and implement a strategic roadmap that aligns with broader organizational goals. A deep understanding of client needs and the ability to translate those needs into roadmap is essential.</li><li>Technical Knowledge: The ability to analyze complex data sets, identify trends, and extract meaningful insights is crucial for developing effective analytics and reporting products.</li><li>Proficiency with data analytics tools such as SQL, Python, Tableau, or similar platforms and familiarity with data visualization techniques is a plus. You have a shown ability to craft and implement analytics solutions that optimally communicate sophisticated analytics in a clear and understandable format on your own and/or working through a team.</li><li>Product Management: Experience in product management, including defining product roadmaps, prioritizing features, and collaborating with cross-functional teams.</li><li>Familiarity with data integration &amp; technology (e.g., APIs, data exchange technology, future technology direction)</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver <ul><li>Develop and execute strategies to inform multiyear resourcing and priorities.</li><li>Inventory and map current data and routines where business metrics are delivered.</li><li>Formulate and implement strategies around business intelligence, plan benchmarking, insights, and analytics.</li><li>Conduct interviews with key business partners to scope out new views and insights.</li><li>Identify data sources and opportunities for centralization, such as data lakes.</li><li>Serve as the point of contact for product, finance, implementations, operations, and other departments.</li><li>Stay up to date on industry trends and developments to inform strategic decision-making.</li><li>Conduct thorough market research to understand industry trends, client needs, and the competition.</li><li>Analyze data to gain insights into company performance.</li><li>Collaborate with different teams within the company to implement proposed strategies.</li><li>Monitor the implementation and effectiveness of business strategies.</li><li>Identify potential risks or issues with business operations and suggest changes to mitigate them.</li><li>Develop and present detailed reports and presentations for stakeholders on strategy performance.</li><li>Create prototype dashboards and routines that deliver actionable business intelligence.</li><li>Develop and deliver a multi-year roadmap and resource plan to support long-term business goals.</li></ul>The TeamFidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product 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.

NQDC Business Intelligence Strategist

<h3>Job Description:</h3>Health Care Program Manager The RoleAs a Health Care Program Manager, you blend deep experience in Health and Welfare, along with project management in an Agile eco system and bring a passion for mentoring and coaching, and continuous improvement. As part of a highly collaborative project team you will support the delivery of client facing projects, while advising, mentoring, coaching and training on practices and processes to accelerate value delivery. In partnership with the Portfolio Manager you will maintain a backlog, help to remove impediments, manage projects to success on time and on budget, while also facilitating agile ceremonies such as the daily stand up, sprint planning and retrospectives. You will have responsibility for release management coordination as well as managing interdependencies across teams and product areas. You will examine and drive team performance through metrics and find opportunities for the team to fully realize their potential. On a need basis, you would interact with the client servicing teams and external vendors.<ul><li>Work closely with Portfolio Managers to drive successful completion of projects blending traditional Program / Project management techniques with agile team delivery </li><li>Work to align people and work to sprints, in alignment with defined project timelines, removing impediments, providing delivery updates and escalating risks and issues as necessary</li><li>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity, processes, metrics, and providing coaching, training and resources to team members as necessary</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</li><li>Managing, coordinating logistics for and participating in team events (e.g., sprint planning, daily huddles, retrospectives and as appropriate other meetings)</li><li>Supporting adoption, and consistent use of enabling tools (e.g., Jira (sheets), Miro, Confluence, SharePoint, MS Teams, MS Excel, MS Powerpoint)</li><li>Work with external vendor(s) on behalf of the client to discuss requirements, testing, timing, etc.</li><li>Coordinate across functional groups to ensure staffing, approach, content and schedules are consistent for timely project completion.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree or equivalent work experience</li><li>Health &amp; Welfare / Health Care experience required</li><li>PMP or PMI Certified Agile Practitioner preferred, with high emphasis on using Project management techniques in an agile environment </li><li>Jira experience required</li><li>Experience working as a global team member</li><li>5-7 years of experience with 2+ years’ experience in a Project/Project Manager role required</li><li>You possess excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization</li><li>You demonstrate a continuous improvement approach</li><li>You are a proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences and geographies as they work through new and unfamiliar situations</li><li>You are an effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery</li><li>You are intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</li><li>You plan for project deliverables, both short and long term. Break down long term timelines into shorter milestones.</li><li>You are adept at stakeholder management, risk management and collaboration with global teams</li><li>You have experience applying Scrum outside of software development in operations or equivalent functions.</li></ul>The TeamYou will support one or more cross-functional teams (squads), engaging with all team members and the Program Manager to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. By extension of you and the squad, you will serve Fortune 100 companies and their participants by performing the functions required to administer health and welfare benefits through annual enrollment and throughout the year.Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation<h3>Certifications:</h3><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.

Senior Manager, Healthcare Program Management

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to the Westlake, TX regional Center.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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, Advanced Planning - REMOTE - Westlake, TX

Project AnalystJob ID: 11072Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: TemporaryFLSA StatusExemptPosting End DateOpen Until Filled.Earliest Start DateAs Soon As Possible.Salary$40,908 annually.Hours per Week40.00 Standard from 8:00 AM to 5:00 PMHiring DepartmentVice President for Business AffairsPlease NoteNote: The primary accountabilities below are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed below. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information.Required Application MaterialsA resume, letter of interest, and a list of 3 professional references are required in order to apply.Purpose of PositionAnalyzes activities of designated projects to ensure that goals and objectives are accomplished within the prescribed period and funding. Performs complex (journey-level) project analyst work.Essential FunctionsAssists with managing the open records process for requests subject to the Texas Public Information Act (TPIA) and coordinates responses to these requests in compliance with the Texas Government Code. Interprets open records requests and coordinates campus-wide effort to identify all responsive documents. Works with legal counsel as needed.Maintains Open Records database; prepares and submits monthly report to the Texas Attorney General's Office; attends Open Government Conference annually to ensure knowledge of and compliance with new or modified legislation affecting the Act.Maintains and manages confidential files and the office's filing system. Ensures compliance with records retention policies and regulations. Converts paper files to digital format in accordance with established filing protocols.Assists with administration of institutional insurance policies, including review and processing of claims, maintaining insurance-related databases, purchasing additional insurance coverages as needed, and processing insurance premium payments.Processes various business transactions recorded in University's accounting system, including deposits and distribution of charges to accounts.Serves as back up for front desk coverage. maintains high degree of confidentiality on all sensitive information to which this position is privy.Proficiency with all Microsoft Office software and able to learn and use institutional software systems.Complies with all State and University policies.Other duties may be assigned.In accordance with the organization's objectives, policies, and applicable laws, may provide limited supervision to student employees.Required QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Minimum Education required: Bachelor's degree from four-year college or university within area of assigned responsibility.Minimum Experience required: Three years related experience to the statement of duties and responsibilities; or equivalent combination of education and experience.Preferred QualificationsProven ability to communicate professionally and effectively with external constituents and University staff at all levels.Demonstrated success in roles requiring analytical skills and attention to detail.Experience with policy analysis.Thorough understanding or prior experience with the Texas Public Information Act.Bilingual (English/Spanish)Working ConditionsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this job, the employee is regularly required to stand and sit; use hands to feel; reach with hands and arms; walk; and talk or hear. The employee must occasionally lift and move up to 25 pounds.The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.The noise level in the work environment is usually moderate.EO/AA StatementIn keeping with its Access, Excellence, and Impact mission, The University of Texas at El Paso is committed to an open learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity / Affirmative Action Employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, or sexual orientation and gender in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6371739jeid-d737ef500e59604cb8564441408abf38" target="_blank">https://apptrkr.com/6371739jeid-d737ef500e59604cb8564441408abf38</a>

152 Project Management / Professional Services Jobs in Texas