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<h4>Description</h4>The Role The Analyst role is a crucial part of the Carrier Management Team as we look to help millions of Americans make Medicare decisions. You will support our team as we look to expand our business nationwide. Key attributes that make up a successful Analyst are highly motivated, “self-starters” with a sense of ownership and are driven to succeed. You are successful working individually as well as within a team structure. The role will include analyzing data and market trends to meet business objectives, research on insurance carriers and state regulations, assisting in support to our sales team, sales team onboarding, updating guides, cheat sheets, and reference materials for the sales teams, and various other projects as they arise. The Expertise and Skills You Bring Experience <ul><li>Bachelor’s degree or equivalent experience </li><li>Experience in project management, operations, and data analysis preferred </li><li>Proven experience in requirements gathering, process documentation, and business analysis </li><li>Proven analytical, critical thinking, and problem-solving skills </li><li>Experience in the healthcare industry or Medicare is preferred, but not required </li></ul>Skills<ul><li>Superb communication skills that include an ability to actively listen, ask clarifying questions, and show an understanding of the needs of the stakeholder </li><li>Ability to handle multiple tasks simultaneously and remain focused with a positive demeanor when faced with unexpected situations, demanding business partners, and/or changing conditions </li><li>Strong computer and application skills, including Microsoft Office, SharePoint, and Zoom </li><li>Ability to make recommendations based on data analysis </li><li>Ability to find opportunities to drive business and process improvements </li><li>Ability to translate business requirements to viable business solutions </li><li>Strong decision making skills and follow-through </li><li>A passion for collaboration and building productive working relationships with internal and external business partners </li><li>Excellent professional interpersonal skills </li><li>Enthusiasm, energy, execution, and eagerness to learn </li></ul>The Team The Carrier Management Team enables our sales team to be able to offer Medicare coverage solutions to our customers. We do this by partnering with insurance carriers, overseeing the licensing and contracting process, and developing our carrier relationships. Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. We are a health insurance broker, selling plans from insurance carriers.

Fidelity TalentSource

Business Analyst

<h4>Description</h4>The Role As a Senior Business Analyst, you will join a team of enthusiastic Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad. The Expertise and Skills<ul><li>Education BS or BA Required </li><li>Experience: <ul><li>5 – 7 years of Business Analysis experience required <ul><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li></ul></li></ul></li><li>The ability to critically analyze complex business requirements/product issues. </li><li>Proven understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired. </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories. </li><li>Ability to function at an elevated level in an exciting Agile work environment. </li><li>Strong technical skills and an ability to apply them in an analytical process. </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure. </li><li>Advanced skills in MS Word, MS Excel, and MS Access </li></ul>The Value You Deliver<ul><li>Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint. </li><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions. </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design. </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities. </li><li>Perform root cause analysis when issues arise before and after code migrations. </li><li>Assist with training, mentoring, and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad. </li></ul>Company Overview At Fidelity, we are enthusiastic about making our financial expertise universally 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.

USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce. We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization. The Clinical Coordinator is responsible for assisting with management and operation of clinic. This position assumes full responsibility for the dialysis clinic in the absence of the Administrator.Growth:<ul><li> Assist with clinical and operational processes to improve patient health and minimize hospitalizations and missed treatments.</li><li> Assist with planning/coordinating patient scheduling to assure timely acceptance of patients and effective staffing levels.</li><li> Demonstrate effective use of supplies and staff labor hours. </li><li> Responsible for updating all logs and ensuring that dialysis run sheets and logs are sent to billing.</li><li> Perform duties as assigned to meet the patient care or operational needs of the clinic.</li></ul>Outcomes:<ul><li> Coordinate the functions of all departments and develop standards and methods of measuring patient care services, including a chronological record of services provided to patients as required by the ESRD Network Coordinating Council and Medicare.</li><li> Work with Administrator to maintain chronological, thorough, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician, and other healthcare professionals.</li><li> Promote quality management program through education and involvement of staff and patients in outcomes as well as overall responsibility to achieve corporate goals for quality.</li><li> Assist with program's target goals for patient outcomes in accordance with quality patient care and Company goals.</li><li> Review all incident reports; make recommendations and take action relative to incidents as appropriate; report at monthly QAPI meeting as delegated by Administrator or Management.</li></ul>Operational Readiness:<ul><li> Knowledge of and remain current with federal, state, local laws and regulations, including health care professionals practice act requirements. </li><li> Work with Administrator to assure clinic is in compliance with all applicable federal, state, and local laws and regulations.</li><li> Assist Administrator with development, implementation and follow up of Corrective Action Plans required for internal and external surveys. </li><li> May assume Charge Nurse's responsibilities as needed.</li><li> May fulfill responsibility of facility Alternate CEO as delegated by Governing Body. </li><li> Conduct and/or participate in both formal and informal meetings with the governing body, Regional Director, Medical Director and the staff as delegated. Assure that appropriate staff meetings, in-service education meetings, and team patient care planning meetings are held monthly as delegated. Assure that Quality Assessment &amp; Performance Improvement Program is current at all times as delegated.</li><li> Establish, maintain, and submit all required records and reports concerning staff, patients, and the operational affairs of the center if delegated by Administrator.</li><li> Continuously monitor to ensure that a safe and sanitary physical environment is maintained throughout the facility; that all equipment is maintained and functions properly; and that adequate and appropriate inventory levels of all supplies are available and used correctly.</li><li> Oversee the maintenance of equipment and supplies to meet current laws and regulations.</li><li> Responds to all emergencies in clinic. Familiar with emergency equipment and all emergency operational procedures.</li><li> Supervise the maintenance of equipment, building areas occupied by the center and other property belonging to the center.</li></ul>Partnerships:<ul><li> Maintain collaborative working relationship with Medical Director and physicians.</li><li> Establish and maintain a positive relationship with all Administrators, area hospitals, agencies, vendors and the community.</li><li> Actively promote GUEST customer service standards; develop effective relationships at all levels of the organization.</li><li> Respond effectively to inquiries or complaints.</li></ul>Staff Development: <ul><li> Ensure all staff meet required qualifications for position held and perform duties within limitations established by and in accordance with company policy/procedures, health care professionals practice acts, applicable state and federal laws and regulations.</li><li> Serves as a resource/subject matter expert for patient needs and concerns, staff education and in-service sessions as necessary.</li><li> Assists with recruitment, training, development, and supervision of all personnel.</li><li> Assists with maintaining effective personnel management and employee relations, including evaluating the performance of all personnel and counseling employees.</li><li> Uphold management goals of corporation by leading staff in team concepts and promoting a team effort.</li><li> Effectively communicate expectations; accept accountability and hold others accountable for performance.</li></ul>

U.S. Renal Care

Dialysis Clinical Coordinator - RN Chronic in-center

<h3>Job Description:</h3>The TeamThe Health Savings Account (HSA) Domain within the Fidelity Health is looking for an experienced product management professional to lead the effort to define, implement and support the Debit Card Payments experience for Health Savings Accounts (HSA) and Reimbursement Accounts (RA) established through a Fidelity Workplace Relationship. In this role, you will be a member of the HSA Employer Experience &amp; 3rd Party Product Area and you will lead a squad focused on supporting the NetBenefits Access Card (stacked debit card) systems application. You will help the business drive to a single Debit Card solution for all clients while developing technical integrations with Debit Card vendors and work closely with partners from service, operations, and risk to ensure alignment on priority and to maintain close contact with evolving voice of the customer. The Expertise We’re Looking For:<ul><li>Bachelor’s Degree required; MBA desired</li><li>8+ years product management experience</li><li>Series 7 and 63 are permitted for this role</li></ul>The Skills you Bring:<ul><li>Demonstrated expertise working with product positioning, product development, product strategy, critical thinking, goal setting, planning and decision making.</li><li>Take a data-driven approach to understanding customer needs and can translate business themes into initiatives, sub-initiatives, goals, epics and user stories w</li><li>Strong relationship building, interpersonal and influencing skills to align across the organization and across Fidelity Health</li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>Understanding of the Health Savings Account (HSA) and Reimbursement Account product offerings and the needs of the customer using this product along with strong familiarity with related recordkeeping and PSW platforms</li><li>Working knowledge of healthcare card lifecycle - benefit enrollments, card orders, profile maintenance, transactions &amp; settlements.</li><li>Good understanding of file transmission using secured FTP protocols.</li><li>Experience managing middle-tier API capabilities on AWS and Azure CSPs. Familiarity with cloud services like AWS Batch, Service Bus, Kinesis streams, Lambda, Function Apps.</li><li>Experience managing applications on IBM zOS mainframe.</li><li>Familiarity with release management process using ServiceNow and automatic deployments via SSPD &amp; DAS tools.</li></ul>The Value you Deliver<ul><li>Define, refine, and communicate the mission of the squad-to-squad members and other stakeholders to motivate and rally support</li><li>Anticipate, discover, and prioritize client / stakeholder needs to serve as the voice of the customer / stakeholders and guide execution of the squad</li><li>Engage Fidelity Legal, Risk and Compliance to discuss client feedback and various solution needs. You will collaborate closely to ensure new solutions comply with industry regulations and are consistent with Fidelity policy &amp; procedures.</li><li>Measure performance through established KPIs and deliver agreed upon business, technology, and people results</li><li>Ensure that new capabilities are well understood by sales, marketing, communications operations, and product maintenance to ensure a smooth go to market strategy.</li></ul>How Your Work Impacts the OrganizationConsumer directed accounts including both Health Savings Accounts and Reimbursement Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients.<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.

Fidelity Investments

Squad Leader - Debit Card/Fidelity Health

<h3>Job Description:</h3>This dynamic role is designed for someone who enjoys the pursuit of attracting or retaining Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you.<h3>The Role</h3>This role works closely with Account Executives to win and retain our largest TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs.This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs.<h3>The Expertise You Have</h3><ul><li>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)</li><li>Bachelor’s Degree required / MBA or other advance degree a plus</li><li>Minimum 7 years related product or industry experience / Fidelity experience desirable</li><li>Series 7 and 63 required (can be attained in role)</li><li>Approximately 10-15% travel requirement</li></ul><h3>Proven Skills and Experiences You Bring</h3><ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results.</li><li>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand.</li><li>Strong listening skills to identify internal and external customer needs.</li><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals.</li><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy.</li></ul><h3>The Value You Deliver</h3><ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies.</li><li>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery.</li><li>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos.</li><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs.</li><li>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process.</li><li>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers.</li><li>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery.</li></ul><h3>The Team</h3>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales SupportFidelity’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, Product and Service Consultant -Tax Exempt Market

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-CyFairLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Located in suburban northwest Houston in the heart of the CyFair Community, the college provides a full range of offerings including unique programs in fire science technology, logistics management and sonography. Since opening our award winning campus in 2003, the college has experienced record growth and supports an exciting learning environment that brings together state-of-the-art technology and active, collaborative learning.Location address is 9191 Barker Cypress Road, Cypress, TX 77433.Job DescriptionPURPOSE AND SCOPE:The PT Coordinator I, Language Lab manages open and instructed labs on the LSC campus throughout the year.ESSENTIAL JOB FUNCTIONS:<ul><li>Respond to user questions and inquiries through telephone, e-mail, oral and written forms of communication</li><li>Attempt to resolve first contact issues by performing minor troubleshooting in the identification of applicable problems related to software applications or hardware applications used in language teaching and learning, etc.</li><li>Process Language Lab reservations by prioritizing and scheduling lab request for instructional usage</li><li>Assist lab coordinator in preparing and delivering orientation and training sessions to students and faculty</li><li>Identify user problems with software and hardware, research problems, troubleshoot as required, and instruct users in routine problem resolution</li><li>Maintain the security of the language lab and its contents from open to close on days, nights, and weekends</li><li>Confirm that open lab patrons sign in and out properly when using the lab outside of class</li><li>Assist lab coordinator in the digitization, duplication and distribution of language textbook multimedia materials</li><li>Assist lab coordinator in the promotion of the use of technology and multimedia materials in language study</li><li>Support instructional delivery as needed</li></ul>KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>Strong attention to accuracy and detail</li><li>Excellent knowledge of general office and software applications</li><li>Ability to prepare and analyze reports</li><li>Possesses good organizational skills</li><li>Ability to prioritize duties</li><li>High level of customer service</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE AND CONDITIONS: <ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>High school diploma or GED and at least 1 year of related work experience, or an equivalent combination of education and experience</li></ul>SalaryHourly Pay Rate is $17.06.Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment, excellent work/life balance, tuition waiver, participation in a tax deferred retirement plan and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Part-Time Coordinator I, Language Lab

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.<h3>Certifications:</h3><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.

Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Customer Relationship Advocate Career Development Experience- Westlake, TX

<h3>Job Description:</h3><h3>The Role</h3>As the vice president of product management, you will lead our product vision, strategy and execution. As a key member of the leadership team, you will drive innovation, define product roadmaps, align best in class vendor, operational and technology core money movement solutions and collaborate across many businesses and functions to deliver solutions that propel our strategic money movement business goals forward. The role requires a strong mix of leadership, industry insights, technology and operational expertise to scale our product offerings and enable business channels to improve customer experiences!<ul><li>Develop and drive the overall product strategy, vision and roadmap in alignment with organization goals</li><li>Lead and mentor a high performing product management team, fostering a culture of innovation, collaboration and accountability.</li><li>Oversee the entire product lifecycle from ideation to enablement.</li><li>Partnering with the business channels and engineering to ensure seamless product execution</li><li>Conduct industry research, analyze trends and leverage data to identify key improvement opportunities.</li><li>Define and track key product performance metrics, ensuring continuous improvement</li><li>Engage with key business partners to gather insights and translate into impactful product decisions.</li><li>Drive innovation by staying ahead of emerging payment products</li><li>Actively engage with industry forums and key banking relationships to stay ahead of emerging payments and industry changes.</li><li>This role will require occasional travel as needed.</li></ul><h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s degree</li><li>Minimum 15+ of product management experience with at least 5 years in a leadership role.</li><li>Proven success in building/ scaling products/ processes</li><li>Strong analytical skills with the ability to make data-driven decisions</li><li>Excellent leadership, communication and stakeholder management skills.</li><li>Experience working with cross-functional teams</li><li>Interpreting payment rules, laws, and regulatory guidance, and applying these findings to ensure that money movement products across all channels stay in sync with the relevant guidelines. This includes implementing process or procedural changes in large and complex initiatives across the organization.</li><li>Detailed understanding of payment rules (Fed Wire, NACHA, RTP, FedNow, etc)</li><li>Expertise in various payment products (ACH, micro entries, debit cards, domestic and overseas wires, check writing, RTP, PayPal, Venmo).</li><li>Solid understanding of payment fraud mitigation vendors, technology and tools.</li><li>Understanding of relevant technologies and systems that support the various payment products, enabling effective communication with the development teams and informed decision making on technical tradeoffs.</li></ul><h3>The Team</h3>This dynamic team is part of Operations and Service Group (OSG) Account, Treasury and Tax Services Division. The Treasury Operations team oversees cash management, fund transfers and various banking relationships. We collaborate with internal stakeholders to develop seamless, efficient and secure money movement solutions. We also provide the servicing of these products including transaction monitoring, issue resolution and process optimization ensuring reliability and compliance while partnering to enhance customer experiences.Please note: Fidelity will not provide immigration sponsorship for this position The base salary range for this position is $103,000-$174,000 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>Series 99 - FINRA<h3>Category:</h3>Business Analysis

VP, Treasury Operations Product Manager

<h3>Job Description:</h3>Business Consultant &amp; Transformation DirectorIn this role you will be an individual contributor supporting cross-functional operating model transformation by analyzing and driving improvements across people, process, technology, and governance. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions. Directors quickly become proficient on detailed and complicated subject matter to develop recommendations and requirements for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.The Expertise You HaveSuccessful candidates will be able to demonstrate a proven track record of:<ul><li>Business problem validation</li><li>Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows</li><li>Designing, redesigning, and improving business processes using six sigma, lean, agile, and quality management methodologies</li><li>Leading projects and delivering solutions autonomously</li><li>Influential leadership across all levels, often through effective PowerPoint presentations</li><li>Leading large-scale initiatives with multiple workstreams from concept to implementation</li><li>External consulting experience, preferred</li><li>Financial Services / Benefits Outsourcing industries experience, preferred</li></ul>The Skills You Bring<ul><li>7-10 years of experience delivering quantifiable value via operations transformation in large organizations</li><li>Passion for improving all aspects of our business</li><li>Strength in translating quantitative analysis into insights that support unbiased recommendations</li><li>Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality</li><li>Options and recommendations generation via top-down structuring and value analysis</li><li>Ability to synthesize requirements for user experiences, business capabilities, and technology enablers</li><li>Curiosity to explore root causes of ambiguous business situations through supportive interviews, analytic research, and investigation</li><li>Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form</li><li>Skilled facilitation of large working sessions of cross-functional team members</li><li>Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders</li><li>Program leadership that often involves complex and multifaceted workstreams</li><li>Adaptability to evolving and sometimes ambiguous business challenges</li><li>Effective at navigating complexity and creating focus on what truly matters</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees.Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and solutions within Fidelity’s Workplace Investing’s (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team’s bench strength, standard practices, and career development. And they have fun doing it!<h3>Certifications:</h3><h3>Category:</h3>Consulting SupportFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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