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SUMMARYThe Director of Category Management -- Pharmaceuticals is responsible for leading specific drug categories or therapeutic classes, developing category-specific sourcing strategies, negotiating contracts, managing contracts, and collaborating with executive and clinical teams to ensure formulary alignment and optimal product selection. These contracts include branded, generic, specialty, and TDAPA drugs in the Renal industry in support of both clinical stock and pharmacy supply. This director level position has significant leadership responsibility in a matrixed organization to influence and drive results cross functionally, as well as, engaging with C-Suite executives. Prefer candidates in the Dallas Fort Worth, TX area however candidates in other areas will be considered with occasional travel to our Corporate Office in Plano, TX.&nbsp;Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.<ul><li>Accountable for value creation and delivery of budget impact cost reductions while providing high quality, safe, patient-centered and cost-effective medication, products, services, equipment and technologies. </li><li>Go-To-Market sourcing strategies and Contract Award recommendations should be based on documented business case justification for third party spend placement which optimizes total value to the organization.</li><li>Leads cross-functional teams across all levels of the organization to effect strategic placement of spend considering operational, clinical and regulatory needs. Key internal interfaces include finance, accounting, supply chain operations, biomed, legal and operations.</li><li>Works collaboratively across the organization to set priorities for assigned spend categories for cost reduction and leads the category management team's efforts in delivering against those priorities. </li><li>Responsible for oversight of contract drafting. Assesses contracting language revisions, perform redlines to support internal risk structure position and negotiate such with suppliers. Ensures that contracts are up-to-date and have all the necessary terms in accordance with internal compliance, risks and legal requirements.</li><li>Contracting activity must be performed in accordance with company policies and procedures.</li><li>Develops and maintains relationships throughout the organization; develops operational and strategic initiatives; and implements strategies in all assigned spend categories. Facilitates and/or owns responsibility for effectiveness of category management teams throughout execution and implementation of strategically placed contracts.</li><li>Oversee the new product introduction process to enhance company's ability to timely and routinely evaluate products and assure that they are evaluated against relevant business and clinical criteria in accordance with company's goals and objectives.</li><li>Oversee the supplier selection and negotiation process for key sourcing initiatives and support the category management team in the resolution of major customer satisfaction and vendor performance issues.</li><li>Working with company executives, medical staff leaders and operational leaders, develops and monitors work plans designed to bring demonstrable value and efficiencies to company. Communicate category management progress relative to goals of supply chain and the company.</li><li>Facilitates the integration of category management outcomes with the procurement, operational excellence, business transformation and finance functions to ensure appropriate implementation and execution of contracts.</li><li>Upholds management goals of corporation by leading staff in team concepts and promoting a team effort.</li><li>Maintains effective personnel management and employee relations, including evaluating the performance of all personnel; approving and submitting all hours worked and counseling and disciplining employees.</li><li>Recruits, trains, develops, and supervises personnel.</li><li>Actively promotes GUEST customer service standards; develop effective relationships at all levels of the organization.</li><li>Effectively communicates expectations; accepts accountability and holds others accountable for performance.</li><li> Regular and reliable attendance is required for the job.</li></ul>

U.S. Renal Care

Director, Category Management -  Pharmaceuticals

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah. The hourly pay rate range for this position is $22 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience </li><li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required. </li><li>Strong and effective verbal and written communication skills </li><li>Demonstrated attention to detail, with good follow-through </li><li>Strong organizational, planning, multi-tasking, time management skills </li><li>Demonstrated problem solving skills </li><li>Ability to work within tight deadlines </li><li>Demonstrated ability to identify and mitigate potential areas of risk </li><li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus </li><li>Knowledge of 501(c)(3) non-profit organizations, a plus </li></ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate </li><li>Your strong and effective verbal and written communication skills </li><li>Your very best problem-solving skills with excellent follow-through </li><li>Your strong organizational skills, planning, and time management </li><li>You are a team player with the ability to influence without authority </li><li>You are flexible with overtime as requested (especially December – Giving Season) </li></ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Delivering a great customer experience with each interaction to help strengthen donor relationships </li><li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting </li><li>Process high value transactions </li><li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items </li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization </li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance </li><li>Maintain up-to-date procedures for those functions for which responsible </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com

Fidelity TalentSource

Grants Analyst

<h3>Job Description:</h3>The RoleWe are seeking a talented and detail-oriented Data Analyst to join our Data and Analytics Strategy team. In this strategic role, you will move beyond traditional reporting, collaborating directly with senior leadership to surface high-impact insights that inform and influence key decisions across OSG. You will be responsible for synthesizing complex data into clear, actionable intelligence, leveraging advanced analytics and visualization techniques to influence high-level business outcomes. Your work will involve close collaboration with cross-functional stakeholders to understand evolving business needs, identify opportunities, and drive data-informed strategies. In this knowledge and insights with colleagues to foster a culture of continuous learning.This is an exciting opportunity for a data-driven professional who thrives in a fast-paced, high-impact environment and is passionate about turning data into a strategic asset.The Expertise And Skills You Bring<ul><li>Bachelors degree or equivalent work experience.</li><li>Proven experience in data analysis, business intelligence, or related roles.</li><li>Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).</li><li>Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.) is a plus.</li><li>Strong analytical and critical thinking skills with attention to detail.</li><li>Excellent communication and presentation abilities.</li><li>Ability to work independently and collaboratively in a demanding environment.</li><li>Knowledge of Brokerage Operations is a plus.</li><li>Knowledge of machine learning and data mining techniques is desirable.</li></ul>Responsibilities include:Data Analysis and Interpretation<ul><li>Perform exploratory data analysis to uncover trends, patterns, and anomalies.</li><li>Apply statistical and analytical techniques to derive insights from complex datasets.</li><li>Conduct hypothesis testing and predictive modeling to support business objectives.</li></ul>Data Collection and Processing <ul><li>Extract and transform data from various sources.</li><li>Clean and preprocess data to ensure accuracy and consistency.</li><li>Automate data collection and processing tasks.</li></ul>Data Quality Assurance<ul><li>Validate data accuracy, completeness, and integrity.</li><li>Identify and address data quality issues and discrepancies.</li><li>Address and resolve data availability issues</li><li>Implement data quality controls and monitoring mechanisms.</li></ul>Continuous Learning and Development<ul><li>Stay abreast of industry trends, best practices, and emerging technologies in data analytics.</li><li>Engage in training sessions and professional development initiatives focused on enhancing both technical expertise and people skills, as well as deepening knowledge of brokerage operations</li><li>Share knowledge and insights with colleagues to foster a culture of continuous learning.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Data Analytics and Strategy team supports the overall strategic direction of the organization. The team is responsible for oversight, management, and implementation of wide-ranging and broad-reaching efforts that advance both short- and long-term goals of the organization.The base salary range for this position is $67,000-$105,000 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.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’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.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights

Fidelity Investments

Analyst, Data Analytics and Insights

<h3>Job Description:</h3>The RoleWe are seeking a highly skilled, data-driven professional to join our Data and Analytics Strategy team. In this strategic role, you will move beyond traditional reporting, collaborating directly with senior leadership to surface high-impact insights that inform and influence key decisions across OSG. You will be responsible for synthesizing complex data into clear, actionable intelligence, leveraging advanced analytics and visualization techniques to influence high-level business outcomes. Your work will involve close collaboration with cross-functional stakeholders to understand evolving business needs, identify opportunities, and drive data-informed strategies. In this knowledge and insights with colleagues to foster a culture of continuous learning.This is an exciting opportunity for a data-driven professional who thrives in a fast-paced, high-impact environment and is passionate about turning data into a strategic asset.The Expertise And Skills You Bring<ul><li>Bachelors degree or equivalent work experience.</li><li>Proven experience in data analysis, business intelligence, or related roles.</li><li>Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).</li><li>Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.) is a plus.</li><li>Strong analytical and critical thinking skills with attention to detail.</li><li>Excellent communication and presentation abilities.</li><li>Ability to work independently and collaboratively in a demanding environment.</li><li>Knowledge of Brokerage Operations is a plus.</li><li>Knowledge of machine learning and data mining techniques is desirable.</li></ul>Responsibilities include:Data Analysis and Interpretation<ul><li>Perform exploratory data analysis to uncover trends, patterns, and anomalies.</li><li>Apply statistical and analytical techniques to derive insights from complex datasets.</li><li>Conduct hypothesis testing and predictive modeling to support business objectives.</li></ul>Data Collection and Processing <ul><li>Extract and transform data from various sources.</li><li>Clean and preprocess data to ensure accuracy and consistency.</li><li>Automate data collection and processing tasks.</li></ul>Data Quality Assurance<ul><li>Validate data accuracy, completeness, and integrity.</li><li>Identify and address data quality issues and discrepancies.</li><li>Address and resolve data availability issues</li><li>Implement data quality controls and monitoring mechanisms.</li></ul>Continuous Learning and Development<ul><li>Stay abreast of industry trends, best practices, and emerging technologies in data analytics.</li><li>Engage in training sessions and professional development initiatives focused on enhancing both technical expertise and people skills, as well as deepening knowledge of brokerage operations</li><li>Share knowledge and insights with colleagues to foster a culture of continuous learning.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Data Analytics and Strategy team supports the overall strategic direction of the organization. The team is responsible for oversight, management, and implementation of wide-ranging and broad-reaching efforts that advance both short- and long-term goals of the organization.The base salary range for this position is $80,000-$127,000 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.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’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.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights

Manager, Data Analytics and Insights

<h3>Job Description:</h3><h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites Austin Downtown, Austin Domain</h3>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - 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.

Client Support Specialist - Greater Austin, TX Area (REMOTE)

<h3>Job Description:</h3>The RoleThe Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</li><li>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</li><li>Analytical, organized, and have strong multi-tasking skills</li><li>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</li><li>Identify and lead quality improvement initiatives and other special projects for the team</li><li>Strong knowledge of defined contribution, financial services, and/or benefits industries</li><li>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</li><li>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</li><li>Monitoring and reporting on project status</li><li>Consulting with clients to understand their needs</li><li>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</li><li>Coaching and mentoring others to draw out their skills and expertise</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.<h3>Certifications:</h3><h3>Category:</h3>Client 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.

401 Implementation Project Manager

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery, and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy.<h3>The Skills and Expertise You Have </h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business, or another quantitatively rigorous subject preferred</li><li>3+ years of experience in 401(k), 403(b) industry or benefits consulting</li><li>QKA, QKC or CEBS exams (a plus)</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Strong oral and written communication skills</li><li>Strong aptitude to balance and prioritize multiple projects in a fast-paced work environment</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li><li>Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li><li>Experience and/or strong understanding in determining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans</li><li>Ability to read and interpret plan documents (a plus)</li></ul><h3>The Value You Deliver </h3><ul><li>Preparing documentation for Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Managing and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Mentoring and training associates and analysts to ensure continued development of the staff.</li><li>Preparing and delivering reports and client presentations</li><li>Creating project plans, managing / monitoring budgets, and setting internal and client team expectations</li><li>Supporting thought leadership and initiatives across the retirement practice</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3> The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $80,000-$127,000 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.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’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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Sr. Associate, Defined Contribution

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.<h3>The Skills and Expertise You Bring</h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business or another quantitatively rigorous subject preferred</li><li>0-3 years of experience in 401(k), 403(b) industry or benefits consulting</li><li>Interest in pursuing QKA or QKC (a plus)</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li><li>Familiarity with spreadsheet and database programs</li><li>Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis</li><li>Aptitude to balance and prioritize multiple projects in a fast-paced work environment</li><li>Interest in learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li></ul><h3>The Value You Deliver</h3>As an associate with Fidelity Workplace Consulting, you will be part of a team responsible for:<ul><li>Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs,</li><li>Managing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs,</li><li>Preparing and delivering reports and client presentations, and</li><li>Creating project plans and setting internal and client team expectations.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $67,000-$105,000 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.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’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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Associate, Defined Contribution

<h3>Job Description:</h3>Director, Customer Solutions - Lifetime Financial HelpThe RoleOur Director, Customer Solutions role falls under Fidelity’s Workplace Investing (WI) business unit. WI helps employers lead successful benefits programs to improve employee’s overall well-being. You will partner with your Squad Leader to help bridge business strategy to delivery for our Financial Wellness offering. You will lead end to end business analysis that accounts for participant, plan sponsor, and operational requirements for product offerings. You will execute on critical strategic initiatives and manage across stakeholders, both internal and external. You will be responsible for ensuring successful delivery of priorities, supporting the definition and prioritization of future initiatives, and working collaboratively across stakeholders. Acting as a representative for the Lifetime Financial Help Product Area, you will have the opportunity to engage with client teams and clients to ensure understanding and awareness of our offering. Directors in Customer Solutions must be highly motivated leaders, 'self-starters' with a sense of ownership, and a strong desire to succeed.The Expertise and Skills You Bring<ul><li>Strong understanding of financial wellness trends, digital product development, and client engagement strategies</li><li>Ability to understand business strategy and collaborate with product leads to define the product vision and roadmap</li><li>Experience collaborating with client-facing teams preferred, including participation in client meetings and communications to ensure alignment and satisfaction</li><li>Exceptional product development skills including market / customer research, requirements and data analysis, use case development, product and process documentation</li><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Ability to participate in technical discussions and work through solution options with technology partners</li><li>Establish and lead requirements gathering meetings, design sessions and planning sessions for large initiatives</li><li>Skilled at building effective relationships and influencing key partners across the organization without formal authority</li><li>Skilled at facilitating diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings</li><li>Effective at creating and delivering clear presentations on complex concepts to all levels</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>Experience working in an Agile Scrum environment, with ability to work across multiple teams</li><li>Bachelor’s degree or equivalent years of experience required, Master’s level a plus</li><li>Series 63, 7 licenses preferred</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Lifetime Financial Help Product Area equips plan sponsors and participants with the tools and knowledge to achieve financial well-being. We offer innovative solutions that empower plan sponsors to support their employees, enabling them to confidently plan, save, invest, and ultimately achieve their financial goals. The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 200 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing. Additionally, as a member of the Customer Solutions Chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.<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.

Director, Customer Solutions - Lifetime Financial Help

Senior Coordinator-Early College High School Academic Success CenterJob ID: 13944Location: 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.About the DepartmentThe ECHS Academic Success Center is an office established at UTEP to support ECHS students in their transition to UTEP. Our core responsibility is to serve as a point of contact and central resource for ECHS community members. The ECHS ASC is committed to assisting ECHS students from before admission to after graduation as well as serving as a resource for ECHS counselors, faculty, and administration. Our goals include improving the quality of the university experience for ECHS students, increasing the number of ECHS students attending UTEP, and preparing ECHS students for successful transition to post baccalaureate studies or career engagement.Position InformationHiring Department: Outreach and Student AccessPosting 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- 5:00pm, flexibility is required on evenings and weekendsFLSA status: ExemptEarliest Start Date: As soon as possible.Salary: $46,550 annuallyRequired Application Materials:• Resume• Cover Letter• List of three 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 PositionUnder limited supervision, this position provides coordinating services, keeps official records, and executesadministrative policies determined by or in conjunction with other officials.Essential FunctionsDevelops and implements administrative procedures for information processing, record maintenance, funding compliance; compiles, verifies and prepares materials and information to comply with required reports, surveys, analysis; establishes recordkeeping procedures and monitors records for appropriate information retention.Provides early college high school students guidance regarding transition, educational goal setting, degree plans, eligibility requirements, application process, financial aid and course selection.Collaborates and maintains excellent working relationships with early college high school students and school personnel.Plans, designs, and delivers workshops and events for ECHS school personnel and ECHS students.Assists in the implementation of grant components that support early college high school student success.Monitors students' academic progress and provides academic assistance through the respective programs/systems; assesses eligibility requirements and progress of students.May collect, review, and follow up with students regarding completed applications and respective processes,ensuring documentation received is complete and accurate.Participates in recruiting and marketing presentations/activities for prospective students and parents on/offsite.Communicates with respective personnel across campus, serving as liaison between academic departmentsand students.May assist with grant writing functions to include researching/identifying funding opportunities, generatingrequired documentation, establishing budgetary needs, and submitting proposals.Coordinates communication efforts/marketing plans for the program by researching and releasing information,through multimedia outlets, to current/prospective clients; develops brochures, newsletter, flyers, booklets, andother publications for internal and external use and maintains the ECHS website and social mediacommunication.Evaluates effectiveness of support functions and recommends changes.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.Supervisory Responsibilities: Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problemsQualificationsTo 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.Required Qualifications:Education: Bachelor's degree from four year college or university within area of assigned responsibility.andExperience: Three years of related experience; or equivalent combination of education and experience.Preferred Qualifications: Four years of related experience to the statement of duties and responsibilities; or equivalent combination of education and experience.Bilingual (English/Spanish)Additional InformationThe physical demands and work environment characteristics 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 must frequently stand and walk. The employee must regularly sit; use hands to feel; reach with hands and arms; and talk or hear. The employee must lift and move up to 50 pounds.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/6500471jeid-263ecf559777054c9d8a62d6144c097c" target="_blank">https://apptrkr.com/6500471jeid-263ecf559777054c9d8a62d6144c097c</a>

155 Project Management / Professional Services Jobs in Texas