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Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Harvard Business School Executive Education brings together senior executives from the world’s most influential organizations, preparing them to reach the next level for their organizations and for themselves. Working closely with HBS’s world-class faculty, we design and deliver programs for individuals and for organizations, welcoming over 12,000 participants annually from over 130 countries. Programs range from a few days to multiple weeks. Most programs are delivered on the HBS campus, where participants live, learn, and dine together in dedicated Executive Education residences and facilities. Our programming includes in-person, virtual, and blended (combining both in-person and virtual learning) options. The Executive Education department consists of open enrollment, global, and custom program portfolio management; guest services; marketing; corporate sales; program operations; technology services; human resources; enrollment and admissions; and finance. Job Description The Program Coordinator works alongside another Program Coordinator and Program Manager to make up an Executive Education Program Delivery team. The Program Coordinator is responsible for pre-planning through the delivery of Executive Education programs, coordinating all logistics, both on-site and virtual delivery, facilitation of remote sessions, and day-to-day operations for the team’s assigned portfolio of programs.Please note we are hiring for multiple Program Coordinator roles through this job posting.&nbsp;Position Description:<ul><li>Work closely with faculty to confirm session details, coordinate program material, arrange IT and AV needs, and provide classroom support when programs are in session</li><li>Be the primary contact for faculty and participants for all pre, during, and post program-related support</li><li>Work closely with other HBS support departments to include operations, media services, housekeeping, catering, and other constituents to ensure appropriate operational support</li><li>Coordinate and administer program schedules for domestic and international programs</li><li>Build and maintain participant websites for each program</li><li>Coordinate experiential learning exercises and team-building activities</li><li>Maintain records to document faculty material, participant feedback, schedules, vendors, and evaluations associated with program delivery</li><li>Coordinate program logistics for on-campus programs, to include meals, housing, and special events, both on campus and at local venues</li><li>Coordinate and host online sessions to include sharing documents and videos, administering polls, coordinating breakout rooms, monitoring attendance, and facilitating communication with faculty, participants, and the technology team, delivered primarily via Zoom or the HBS Online Classroom</li><li>Use Salesforce to track and manage participant enrollment and cancellations, and other program-related data</li><li>Coordinate, process, and track program purchases and other expenses</li><li>Staff the program office when programs are in session</li><li>Facilitate online Zoom sessions</li><li>Coordinate online live sessions, working closely with the HBS Live Online Classroom team</li><li>Collaborate with other Exec Ed teams, including Program Directors, Enrollment and Admission Services, Finance, Client Services, Resource Allocation Associate Director, Coaching Directors, etc.</li><li>Support the larger program delivery team in “all hands-on deck” activities, including program assignments and coverage across teams</li><li>Build trust and collaboration by being present on-site and engaging directly with colleagues and various constituents</li><li>Perform other duties as assigned.</li></ul>Working ConditionsAbility to work extended overtime hours (including some evenings and weekends) is a must while programs are in session. This position may also include domestic or international travel depending on program needs. Qualifications Basic Qualifications: <ul><li>High School Diploma, GED, or equivalent is required.</li><li>3+ years of experience in administrative support role(s) is required.</li><li>Education beyond high school may count toward experience.</li><li>Microsoft Office (Word, Excel, PowerPoint and Outlook) experience is a must.</li></ul>Additional Qualifications and Skills<ul><li>This position requires a team player with a willingness and ability to work with multiple groups within Executive Education and across campus in a fast-paced, customer-oriented, high-energy environment.</li><li>Demonstrated ability to think quickly, manage multiple priorities and generate solutions when unexpected problems arise.</li><li>Candidates must show strong verbal and written communication skills.</li><li>Excellent customer service and organizational skills, as well administrative coordination experience.</li><li>Candidates must be highly motivated, solution driven, take initiative and work well both independently and in a team approach.</li><li>Must be flexible, energetic, diplomatic and detail oriented.</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 40 hours per week, overtime eligible</li><li>Compensation Range/Rate: $66,000 to $69,000 annually commensurate with experience.</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity</li><li>Other Information: <ul><li>This is a hybrid position which we consider to be a combination of onsite and remote work at our Boston, MA based campus. Please note that for the first 90 days of employment, you will be expected to be onsite 5 days/week. This role is required to be onsite for the entire duration of assigned programs when in-session. When not in session, Executive Education expects Program Delivery staff to be onsite a minimum of 2 days per week and departments to provide onsite coverage Monday – Friday. Specific hours and days onsite will be determined by business needs and are subject to change with appropriate advanced notice.</li><li>A cover letter is required to be considered for this opportunity.</li><li>Interviews may be conducted virtually (via Zoom) or in person.</li></ul></li></ul>Work Format DetailsThis position has been determined by school or unit leaders that some of the duties and responsibilities can be effectively performed at a non-Harvard location. The work schedule and location will be set by the department at its discretion and based upon operational needs. When not working at a Harvard or Harvard-designated location, employees in hybrid positions must work in a Harvard registered state in compliance with the University’s Policy on <a href="https://harvie.harvard.edu/sites/g/files/omnuum12046/files/humanresources/files/employment_outside_ma_policy.pdf" target="_blank">Employment Outside of Massachusetts</a>. Additional details will be discussed during the interview process. Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
Salary Grade and RangesThis position is salary grade level 053. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Harvard University FAS Human Resources

Program Coordinator, Executive Education

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard Faculty of Arts and Sciences?The Faculty of Arts and Sciences (FAS) is the historic heart of Harvard University. It is the home of Harvard’s undergraduate program (Harvard College, founded in 1636) as well as all of Harvard’s Ph.D. programs (the Harvard Kenneth C. Griffin Graduate School of Arts and Sciences, founded in 1872), Harvard Athletics and the Division of Continuing Education. The 40 academic departments and 30+ centers of the FAS support a community unparalleled in its academic excellence across the broadest range of liberal arts and sciences disciplines. Together, the FAS seeks to foster an environment of ambition, curiosity and shared commitment to knowledge and truth that elicits excellence from all members of our community and prepares the next generation of leaders through a transformative educational experience. Job Description Job Summary: The Department Coordinator for Events and Property Operations plays a vital role in coordinating Harvard Forest’s external conference center activities, internal events and community-building, and property management for fourteen residential and administrative buildings. This role serves as the first point of contact for visitors to the Forest and is the “face” of Harvard Forest to a wide variety of constituents, including staff, students, postdoctoral fellows, international scholars, research collaborators, vendors, and the general public. This role encompasses a wide variety of tasks and responsibilities, and success in the role depends on prioritizing and triaging ever-changing and ever-evolving requests. Flexibility, customer service orientation, a sense of humor, and impeccable organization are essential. This position reports to the Director of Administration and Finance and plays a key role in communicating and sharing information across teams at the Forest, and meets regularly with members of the facilities, administration, education/outreach, and science teams. 
Job-Specific Responsibilities: Front Desk Reception Duties<ul><li>Serve as the first point of contact for all visitors, providing a warm, professional, and welcoming presence</li><li>Triage and respond to inquiries from visitors, guest or internal community</li><li>Answer and route incoming phone calls and respond promptly to general inquiries</li><li>Manages phone system including training, voicemail and staff changes</li><li>Maintains an up-to-date department-wide email list</li><li>Manage all mailroom operations, including receiving and signing for packages, sorting and distributing incoming mail, coordinating with delivery carriers as needed, and promptly notifying community members of arrived items</li><li>Order, track, and maintain inventory of office supplies</li><li>Provides general office support as needed as part of the admin team</li><li>Support special projects as assigned, which may include creating mail merges and communication strategies, researching transportation options for community travel between Cambridge and Petersham, benchmarking governance structures at peer field stations, and other projects as assigned</li><li>Sell books and merchandise related to on-site museum</li><li>Other related front desk duties as needed</li></ul>Conference Center Activities<ul><li>Responds to all incoming inquiries for space reservation and housing requests</li><li>Maintains and approves online reservation requests and oversees usage of conference/seminar/museum space in close coordination with the Education and Outreach team; assists with booking space when needed</li><li>Organizes overnight accommodations for visitors (i.e. coordinates Housekeeping, prepares room keys, necessary forms &amp; information)</li><li>Coordinates catering, logistics and sometimes travel for all campus conferences and workshops</li><li>Provides on-site troubleshooting services during events</li><li>Prepares invoices for all billable services related to the conference center as well as manages the tracking and collections of past due invoices</li><li>Ensures conference center dining and meeting spaces are appropriately stocked for events</li></ul>Internal Events and Community Building<ul><li>Coordinates Harvard College First Year Seminar course logistics with Senior Research Staff (transportation, lodging and food supplies/catering options).</li><li>Provides general support as needed to roughly 25 students and summer residential advisor which may include arranging air travel and transportation</li><li>Organizes multiple annual community-building events (Giving Thanks luncheon; Volunteer Dinner; Curling outing; retirement/departure parties, etc.)</li><li>Manages all aspects of event planning and coordination for Harvard Forest-sponsored conferences, programming and symposia (Eg. Annual Bullard Lecture, Winter Internship programming, Annual Ecology Symposium, Quarterly All-Staff meetings, etc)</li><li>Provides regular information to community members on local events to increase community engagement and to provide resources for international and residential scholars, staff, students, and visitors staying at the Forest</li></ul>Property Management<ul><li>Assigns space for offices, short and long-term housing, and conferences</li><li>Responsible for key management including distributing, tracking and ordering new keys for offices, gates, towers, and housing</li><li>Maintains reservation database, which includes housing assignments, tenant relations, and lease agreements</li><li>Orders linens, disposable items and cleaning supplies as requested by housekeeping contractor and custodian.&nbsp;</li><li>Identifies priorities for housing upgrades and communicates those to the Land and Facilities Manager (including painting, furniture replacement, and routine maintenance, etc.). This involves aesthetic considerations as well as practical use</li></ul> 
Working Conditions:Work is typically performed on-site in Petersham, MA. Occasional remote work may be possible after the 90 day Orientation and Review period is over, but this position is primarily an on-site, in-office position. 
&nbsp; Qualifications Basic Qualifications: <ul><li>High School Diploma or equivalent and three or more years of related experience.</li></ul> 
Additional Qualifications and Skills: <ul><li>Experience with Microsoft Office Suite (including Sharepoint) and Adobe Acrobat.</li><li>Experience coordinating events and logistics for large-scale events</li><li>Experience serving in a greeting/reception role</li><li>Exceptional interpersonal skills and a customer service orientation</li><li>Ability to manage multiple projects simultaneously and shift smoothly between tasks</li><li>Must be flexible, enthusiastic, and open to and energized by change</li><li>Experience prioritizing and accomplishing tasks with minimal supervision, and creatively and independently solving problems that arise</li><li>Collaborative style, combined with the ability and desire to work in a team-based environment</li><li>Exceptional organizational skills</li><li>Attention to detail and thoroughness in completing assigned duties</li><li>Comfort with learning new software and web-based applications</li><li>Experience with purchasing and invoicing</li><li>Experience in a deadline-driven environment</li><li>Interest in the research and educational mission of Harvard Forest</li></ul> 
&nbsp; Additional Information <ul><li>Standard Hours/Schedule: 35 hours per week,&nbsp;Monday-Friday 8:30-4:30 with a one-hour unpaid lunch break. Event&nbsp;support sometimes requires work outside of these hours during the week and/or occasional weekend work.</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity, Motor Vehicle Record</li><li>Other Information:&nbsp;All formal written offers will be made by FAS Human Resources.</li></ul>#LI-CM1Work Format DetailsThis position has been determined by school or unit leaders that all duties and responsibilities must be performed at a Harvard or Harvard-designated location. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
Salary Grade and RangesThis position is salary grade level 054. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Department Coordinator

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join the Harvard T.H. Chan School of Public Health?The Harvard T.H. Chan School of Public Health is a world-renowned institution dedicated to advancing public health through cutting-edge research, education, and global collaboration. Our school is a special place to work because of its vibrant, mission-driven community, interdisciplinary approach, and commitment to addressing some of the most pressing health challenges worldwide. We foster a collaborative and inclusive work environment where innovation, continuous learning, and work-life balance are valued.Learn more about the School’s <a href="https://hsph.harvard.edu/mission-and-vision/" target="_blank">mission, objectives, and core values</a>, <a href="https://hsph.harvard.edu/the-harvard-chan-principles-of-citizenship/" target="_blank">our Principles of Citizenship</a>, and about the <a href="https://hsph.harvard.edu/office/dean/strategic-vision/" target="_blank">Dean’s AAA vision</a> about our school’s ongoing strategic initiatives. Job Description Job Summary:The Nutrition and Global Health Program in the Department of Global Health and Population, at the Harvard T.H. Chan School of Public Health is seeking a highly motivated Senior Program Coordinator with a public health background to join its management team and contribute to the strategic development of the program's training, research, and regional partnership activities. The program is conducting several global health training and research projects with partners in resource-limited settings in sub- Saharan Africa and Asia, primarily Tanzania, Uganda, Ethiopia, South Africa and India. The program’s training grants aim to offer health training opportunities to build research and training capacity in lower-and-middle income countries in topics including maternal and child health and nutrition, HIV and infectious disease prevention, and health data science.Working closely with the Program's Senior Manager and Coordinator, and in coordination with program faculty and partner institutions, this position will be supporting a wide range of activities within the program including managing programmatic aspects of existing training grants and global collaborations. 
Job-Specific Responsibilities: Duties and responsibilities may include, but are not limited to, the following:<ul><li>Assist in managing training grants activities including activities related to recruitment, selection, and supporting trainees with matters such as travel, health insurance, appointments, visas, course selection, and fellowship stipend payments</li><li>Lead communications with stakeholders and program teams via conference calls to ensure program objectives are met on time and within the approved budget</li><li>Organize monthly seminars, annual symposia, workshops and other program events</li><li>Perform program evaluation through progress reports and tracking trainee progress</li><li>Prepare technical reports to the funder and contribute to writing of grant proposals, progress reports, manuscripts, and other materials</li><li>Assist with advertisement of the programs and updates to the program websites</li><li>Coordinate activities for the Nutrition and Global Health Concentration</li><li>May support efforts and coordinate activities for ongoing global initiatives including Africa Research, Implementation Science, and Education (ARISE) Network</li><li>Other duties as assigned</li></ul>PLEASE NOTE: This position has a term appointment of one year from the date of hire with the possibility of extension. Qualifications Basic Qualifications:<ul><li>5+ years of relevant experience is required; a combination of education and experience may be considered</li></ul>Additional Qualifications and Skills: <ul><li>Bachelor’s degree</li><li>Master's Degree in public health, epidemiology, statistics, or related field is a plus</li><li>Experience in international research project coordination</li><li>Excellent organizational and problem-solving skills</li><li>Strong interpersonal and oral and written communication skills</li><li>Experience working independently, under supervision, and as part of a team</li><li>Strong attention to detail</li><li>Excellent time management skills</li><li>Goal and detail-oriented work style</li><li>Experience with meticulous and consistent follow through on projects</li></ul> Additional Information <ul><li>Appointment End Date:&nbsp;One year from the date of hire&nbsp;</li><li>Standard Hours/Schedule: 35 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity</li><li>Other Information:</li></ul>-------------------------Join the Harvard T.H. Chan School of Public Health to support our mission of health research and education, and to be a part of the oldest institution of higher learning in the country!--------------------<ul><li>The Harvard T.H. Chan School of Public Health does not provide visa sponsorship, now or in the future, for staff positions.</li><li>Harvard University requires pre-employment reference checks and background screenings.</li><li>This position has a 90 day orientation and review period. The O&amp;R period will be waived for any internal Harvard employee transfers.</li></ul>--------------------The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines.Work Format DetailsThis position has been determined by school or unit leaders that some of the duties and responsibilities can be effectively performed at a non-Harvard location. The work schedule and location will be set by the department at its discretion and based upon operational needs. When not working at a Harvard or Harvard-designated location, employees in hybrid positions must work in a Harvard registered state in compliance with the University’s Policy on <a href="https://harvie.harvard.edu/sites/g/files/omnuum12046/files/humanresources/files/employment_outside_ma_policy.pdf" target="_blank">Employment Outside of Massachusetts</a>. Additional details will be discussed during the interview process. Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
Salary Grade and RangesThis position is salary grade level 055. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum12476/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Coordinator II (Senior Training Programs Coordinator)

<h3>Job Description:</h3><h3>Candidate will need to live in the Greater Pittsburgh, PA area in order to be on local client campuses 2-3 times each week.</h3>The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3+ years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 50%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity 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. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.com<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Workplace Financial Consultant - Pittsburgh, PA

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant - Huntersville, NC

<h3>Job Description:</h3><h3>Senior Compliance Advisor </h3><h3>The Role</h3>As a Senior Compliance Advisor within the Fidelity Institutional (FI) &amp; Fund and Brokerage Operations &amp; Technology (FBOT) Compliance organization, you will serve as an informed and trusted business partner who promotes a culture of ethical conduct and commitment to compliance, regulatory, and legal obligations. In this role, you will provide regulatory support to Operations, Treasury, and Accounting teams that operate within Fidelity’s broker-dealers. You will apply FINRA and SEC regulations that govern the Financial Operations of a broker-dealer to develop strong supervisory controls and associated procedures. You will collaborate closely with Internal Controls, Audit, and other business partners to continuously strengthen the compliance program as the regulatory landscape and Fidelity’s business activity changes.<h3>The Expertise and Skills you Bring</h3><ul><li>Understanding the evolving broker-dealer regulatory environment; reviewing and analyzing regulatory requirements and potential impact to the broker-dealer.</li><li>Supporting the Regulatory Management Team by assisting with timely responses to regulatory exams.</li><li>Strong attention to detail.</li><li>Strong analytical, organizational, and critical thinking skills.</li><li>Positive interpersonal communication skills; ability to work independently and as part of a close-knit team.</li><li>Ability to work effectively managing competing priorities in a fast-moving, challenging regulatory environment.</li><li>Proven track record of implementing process improvements in previous roles.</li><li>4-year college degree required; MBA or JD is a plus.</li><li>Minimum 3-5 years of related experience in Compliance, Risk, or Legal is preferred.</li></ul> Note: Fidelity is not providing immigration sponsorship for this position <h3>The Team</h3>This role is part of Fidelity Institutional (FI) and Fund and Brokerage Operations &amp; Technology (FBOT)’s Compliance organization. Our team supports Operations, Treasury, Finance, Brokerage Accounting, and Client Experience.The base salary range for this position is $85,000-171,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Senior Compliance Advisor

<h3>Job Description:</h3>We’re looking for a strategic and relationship-driven TPA Consultant, Specialty Markets to focus and support our most influential constituents, both internal and external. This role is central to our mission of delivering exceptional service, driving retention, and expanding our presence in the upper markets. You’ll be the go-to partner for retention strategy teams, large market sales executives, and other business leaders to help them thrive through tailored solutions and collaborative engagement with TPAs.Are you ready to lead and transform how Fidelity works with Third-Party Administrators (TPAs)?This is not just a consultant role—it’s a builder’s role. You’ll be laying the foundation for a program that will shape the future of our TPA partnerships, bringing innovation, structure, and strategy to a space ripe for evolution.<ul><li>Strategic Account Support Provide dedicated coverage and relationship management for 5–7 national TPA firms, ensuring alignment with business goals and client needs.</li><li>Advisory-Based TPA Engagement Serve as a strategic liaison for advisory-based TPAs such as HUB, OneDigital, and NFP, supporting their unique models and growth strategies.</li><li>Specialty and Emerging Products Support TPA firms engaged in our Tax Exempt Market (TEM) and Non-Qualified solutions, helping them deliver value and innovation to clients.</li><li>Sales &amp; Retention Enablement Collaborate with sales teams to drive retention and growth across Mid, Large, and Select markets, with a focus on 3(16) fiduciary services and TPA-aligned solutions.</li><li>Program Development &amp; Innovation Contribute to the evolution of our TPA program by identifying opportunities for efficiency, deeper collaboration, and scalable success.</li></ul>What You Bring<ul><li>Experience in TPA relationship management, retirement services, or strategic account support.</li><li>Strong understanding of advisory-based business models and fiduciary services.</li><li>Ability to manage multiple high-impact relationships with professionalism and agility.</li><li>A collaborative mindset and a passion for building programs that serve both partners and clients.</li></ul>Why This Role MattersThis is a high-visibility role supporting some of our most critical partners. You’ll be instrumental in shaping how we work with TPAs, creating pathways for mutual success, and ensuring our solutions meet the evolving needs of the market.The Team Fidelity Workplace Investing Sales is a collaborative and fast paced environment. In this role you will be responsible for supporting the TPA Program team and ultimately the selling teams to drive sales and grow long term relationships with TPAs, plan sponsors and trusted advisors. You will play a large role in supporting strategic initiatives, aligning cross-functional efforts, and inspiring business partners to accelerate Fidelity’s market growth with TPAs.The base salary range for this position is $65,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

VP, TPA Consultant, Specialty Markets

<h3>Job Description:</h3>Manager, Asset Management Risk<h3>The Role</h3>This role will be part of a team accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements. The team will lead targeted assessments and be prepared to make decisions on the design and/or effectiveness of the related control environment. There will be a strong focus on Alternative Products (e.g., private markets, liquid and multi-asset alternatives, and digital assets). Additional responsibilities include assisting the Controls Development Director with the development of executive presentations and producing project status reports. To successfully execute these responsibilities, the ideal candidate will possess strong controls-building skills and will have a fundamental understanding of the unique challenges related to Alternative Investment strategies.The role will work closely with business partners specifically to assess areas of risk and support the department’s goals. The role requires the ability to work effectively with management, strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. The individual will be required to manage multiple projects and deliver high-quality work.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required.</li><li>3 to 5 years of experience in financial services.</li><li>Risk, audit, or consulting experience is a plus.</li><li>Working knowledge of operational risk management and control environments.</li><li>Knowledge of alternative investment product requirements and complexities is a plus.</li><li>A self-starter skilled at operating autonomously to achieve results in a dynamic environment.</li><li>Superb verbal and written communications skills.</li><li>Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs.</li><li>Outstanding relationship management and facilitation skills; customer service orientation.</li><li>Strong collaborator; able to develop and maintain effective working relationships.</li><li>Ability to collaborate across the organization to assist management in achieving objectives.</li><li>Ability to build executive level presentations / visualizations.</li><li>Partner with the Asset Management business groups to evaluate risks and controls associated with the launch of new products, new and changing regulations and new operational requirements.</li><li>Ensure controls are adequately designed, sufficient to mitigate risks and are working as intended.</li><li>Develop comprehensive, dynamic management reporting, including periodic status reports that highlight risks, dependencies and conclusions.</li><li>Establish a strong rapport with the business partners and with management</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. #AltSupportThe base salary range for this position is $80,000-153,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Manager, Asset Management Risk

<h3>Job Description:</h3>Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For <ul><li>Previous success in building relationships, uncovering needs and recommending solutions </li></ul><ul><li>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </li></ul><ul><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </li></ul><ul><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one </li></ul>The Skills You Bring <ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions </li></ul><ul><li>Being coachable, collaborative, and curious are your "go to" attributes </li></ul><ul><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </li></ul><ul><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations </li></ul><ul><li>Extensive knowledge of investment solutions </li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver <ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals </li></ul><ul><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future </li></ul><ul><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </li></ul><ul><li>You have a steadfast commitment to your clients while making a positive impact in the community </li></ul>The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Naperville, IL

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