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<h4><b>Summary of Position</b></h4><p>Lionsgate is currently seeking a Coordinator, Domestic Sales Strategy &amp; Planning to report to the Director, Sales Strategy &amp; Planning, in the Worldwide TV Sales department. This position focuses on overseeing the sales initiative process, tracking FY film/series budgetary goals, identifying strategic opportunities within the Lionsgate catalog &amp; communicating business requirements to the IT department.</p><h4><b>Responsibilities</b></h4><ul><li>Liaise with IT on system development projects to provide feedback, communicate needs for new reporting requirements and actively participate in UAT.</li><li>System/report training lead for new hires.</li><li>Collaborate with the research and sales teams to identify platform-specific opportunitites, as well as creating pitch strategies to drive market activity.</li><li>Track both in FY and long-term budgetary targets by incorporating the latest licensing and rev share data into financial files.</li><li>Oversee sales initiatives which includes the overall timeline, coordinating rights-specific availability reports/edits and tracking the back-and-forth negotiations in sales systems.</li><li>Pull ad-hoc film and/or series availability reports based on platform/theme.</li><li>Establish series and film ultimates for multi-platform &amp; limited release acquisitions/productions as part of the greenlight process.</li><li>Update graphical sales tools for strategic windowing projects.</li><li>Build decks to showcase inventory/deal analysis with the broader team including executives.</li><li>Support the domestic sales team on key ad-hoc projects.</li></ul><h4><b>Qualifications and Skills</b></h4><ul><li>1 year of related experience preferred.<br></li><li>Bachelor’s Degree preferred.<br></li><li>Excellent organization, note-taking, and attention to detail with an emphasis on accuracy, quality, and timeliness.<br></li><li>Strong written and verbal communication skills.<br></li><li>Must possess the ability to effectively multi-task and thrive in a fast-paced/dynamic environment.<br></li><li>Strong Excel skills and knowledge of advanced formulas a plus.<br></li><li>Ability to analyze and understand large sets of data.<br></li><li>Highly motivated with an aptitude to learn quickly, take accountability for tasks, and proactively anticipate needs.<br></li><li>An understanding of the ever-evolving TV distribution landscape and a strong interest in the business side of entertainment.</li></ul><h4><b>About Lionsgate</b></h4><p>Lionsgate (NYSE: LION) is one of the world’s leading standalone, pure play, publicly traded content companies. It brings together diversified motion picture and television production and distribution businesses, a world-class portfolio of valuable brands and franchises, a talent management and production powerhouse and a more than 20,000-title film and television library, all driven by the studio’s bold and entrepreneurial culture.</p><h4><b>Business Unit Overview</b></h4><p><strong>Lionsgate Television</strong><br>Lionsgate's Television Group is a leading supplier of premium programming to buyers around the world. With a rich history of acclaimed television series such as Mad Men, Weeds, Nurse Jackie, Orange is the New Black, Nashville and The Studio, Lionsgate Television series have earned 396 Emmy Award nominations and 47 Emmys. Lionsgate's Television Group includes nearly 100 series spanning 40+ networks from Lionsgate Television, Lionsgate Alternative Television, Lionsgate Worldwide Television Distribution, 3 Arts Entertainment and Debmar-Mercury.</p><h4><b>Our Benefits</b></h4><ul><li>Full Coverage – Medical, Vision, and Dental</li><li>Work/Life Balance – generous sick days, vacation days, holidays, and Impact Day</li><li>401(k) company matching</li></ul><h4><b>Compensation</b></h4><p>$47,000 - $50,000&nbsp;</p><h4>EEO Statement</h4><p><em>Lionsgate is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Lionsgate will provide reasonable accommodations for qualified individuals with disabilities. Lionsgate will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and federal law. &nbsp;</em></p>

Lionsgate

Coordinator, Domestic Sales Strategy & Planning

<h4><b>Summary of Position</b></h4><p>The Senior Coordinator, Consumer Products is responsible for leading Product Development of all Consumer Products initiatives across Global Products &amp; Experiences, including the review and approval of film, television, live, interactive and location-based entertainment merchandise globally. The Sr. Coordinator, under supervision from the Director of Consumer Products, will be involved in the entire life cycle of Consumer Products initiatives, managing and sourcing creative assets, style and brand guides, and providing team feedback to our global licensing agent, various partners and licensees. In addition, the Sr. Coordinator will oversee the strategic positioning, development, and review and approval of marketing materials and assist in executing the strategy, operations and marketing across various Consumer Products initiatives.</p><h4><b>Responsibilities</b></h4><ul><li>Leads the day-to-day approvals process for all product submissions, utilizing resources to scale efforts to match demand of business</li><li>Collaborates with partners and internal teams across the studio to oversee marketing initiatives and product launches&nbsp;</li><li>Provides support to our partners with creative assets, style guides and reference materials, working to source materials and oversee clearance for use</li><li>Coordinates with creative team to generate brand, marketing, and presentation materials necessary for the facilitation of business and marketing.</li><li>Identifies market trends and undertakes global research of consumers, competitors, and market environment to assist with development of new product offerings.</li><li>Contributes to improvements to internal processes, to streamline efforts and ensure all timelines and deadlines are met.</li><li>Aids in special projects and initiatives to assist in new areas of growth across the business</li><li>Manages calendar and project milestones</li></ul><h4><b>Qualifications and Skills</b></h4><ul><li>A minimum of 2-years’ experience in consumer products or related fields applicable to responsibilities, preferably entertainment based<br></li><li>Detail oriented, highly organized, and resourceful in finding solutions to problems<br></li><li>Clear verbal and written communication skills<br></li><li>Must be able to work independently, as well as within a team setting, with exceptional time management skills<br></li><li>Ability to multi-task several projects against deadlines<br></li><li>Basic knowledge of digital and social programs, including Microsoft Word, Excel, Powerpoint, Outlook, </li><li>Acrobat, Facebook, Instagram, Twitter; Adobe Creative Suite, MyMediabox or similar&nbsp;<br></li><li>Eager to learn and has a flexible mindset&nbsp;<br></li><li>Bachelor’s degree required<br></li><li>Interest in Consumer Products and fan of Lionsgate properties is a plus</li></ul><h4><b>About Lionsgate</b></h4><p>Lionsgate (NYSE: LION) is one of the world’s leading standalone, pure play, publicly traded content companies. It brings together diversified motion picture and television production and distribution businesses, a world-class portfolio of valuable brands and franchises, a talent management and production powerhouse and a more than 20,000-title film and television library, all driven by the studio’s bold and entrepreneurial culture.</p><h4><b>Business Unit Overview</b></h4><p><strong>Motion Picture Group</strong><br>Lionsgate operates the largest independent motion picture company in the world. The home of such beloved franchises as John Wick, The Hunger Games, Twilight, Saw and Now You See Me, Lionsgate regularly releases 10-15 wide theatrical films each year, complemented by a slate of 40-50 multi-platform and direct-to-streaming titles. Thanks to an entrepreneurial structure, creative passion, and innovative marketing and distribution strategies, the studio is capable of not only making and extending franchises, but also delivering original successes like La La Land, Wonder, Knives Out, Monster’s Ball, Precious, Fahrenheit 9/11 and Jesus Revolution. The studio has generated nearly $15 billion in global box office and earned 335 Academy Award® nominations and 71 Oscar® wins.</p><h4><b>Our Benefits</b></h4><ul><li>Full Coverage – Medical, Vision, and Dental</li><li>Work/Life Balance – generous sick days, vacation days, holidays, and Impact Day</li><li>401(k) company matching</li></ul><h4><b>Compensation</b></h4><p>$52,000 – $55,000</p><h4>EEO Statement</h4><p><em>Lionsgate is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Lionsgate will provide reasonable accommodations for qualified individuals with disabilities. Lionsgate will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and federal law.&nbsp;</em></p>

Senior Coordinator, Consumer Products

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications 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><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

Fidelity Investments

Relationship Manager - Vero Beach, FL

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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>Sales<p>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.</p><p>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.</p>

Financial Consultant - Pittsburgh, PA

<br><strong>Title:&nbsp;</strong>Theatre Technical Coordinator<br><br><strong>Division:</strong> Provost's Office<br><br><strong>Department:</strong> College of Liberal Arts<br><br><strong>FLSA Status:</strong>&nbsp;Exempt<br><br><strong>Salary Range:&nbsp;</strong>Annual Salary<br><br><strong>EEO Job Group: </strong>3 E3<br><br><strong>Position Summary</strong><br><br>The Philip H Hagemann Performing Arts Department at the University of Southern Indiana, a public university in Evansville, Indiana, seeks applicants for a 12-month administrative staff position as to manage the daily technical operations of the University’s theatre facilities including managing the daily operations of the scene shop, supervising and training student crews, and aid in maintaining lighting, sound, and scenery equipment, and to ensure operational safety procedures.<br><br><strong>Duties/Responsibilities&nbsp;</strong><br><br><ul><li>Creating working drawing of sets for construction.<br><br></li><li>Supervising the construction of all production scenery and effects. Coordinate set-installed electrics, load-ins and strikes with lighting and sound departments.<br><br></li><li>Ensure that scenery and effects for each production, as articulated by the production calendar, are executed within specified timelines.<br><br></li><li>Demonstrate knowledge of safe theatrical rigging equipment and practice. Schedule safety inspections of stage rigging equipment as needed.<br><br></li><li>Oversight of technical budgetary resources as specified by USI Budget Office, financial manager and Department chair.<br><br></li><li>Purchase, lease and/or borrow equipment as needed, within specified budgetary limits.<br><br></li><li>Ensure that invoices for reimbursement and/or receipts for procurement, with respect to authorized expenditures, are recorded and submitted in a timely fashion.<br><br></li><li>Hire, train and supervise student employees.<br><br></li><li>Assist in recruiting and training run crew and stagehands for all productions.<br><br></li><li>Attend weekly faculty meetings or as requested.<br><br></li><li>Attend and give reports at all production meetings.<br><br></li><li>Creating, maintaining, and communicating the working timetables/calendars of the University theatres.<br><br></li><li>Providing supplementary assistance to construction and acquisition of props and assistance in painting as needed.<br><br></li><li>Run and organize weekend student workdays/load-ins.<br><br></li><li>Monitor the condition of and maintain equipment, tools, the scene shop, and related storage facilities.<br><br></li><li>Keep a current inventory of all shop tools, machinery, and supplies.<br><br></li><li>Perform preventive maintenance on equipment, repair, or replace as needed.<br><br></li><li>Maintain organized and safe production spaces including scene shop, paint shop, prop shop, prop storage, soft goods storage, and scenery storage.<br><br></li><li>Maintain performance spaces regarding production and classroom readiness.<br><br></li><li>Facilitate and organize the lending and return of Theatre Arts Department production supplies (props, tools, soft goods, scenery, lighting equipment, etc.).<br><br></li><li>Manage donations of scenery related equipment including consulting with other production faculty/staff about proposed donations. <br><br></li><li>Create a positive working environment, be a positive role model/mentor for students, and represent the department positively to the campus community<br><br></li><li>Ensure that he/she can be always contacted during performances in case of an emergency.<br><br></li><li>Determine the needs of professional over-hire for productions in conjunction with Theatre Management/Department Chair.<br><br></li><li>Maintain safety standards (as specified by the Performing Arts Department and The University of Southern Indiana) Maintain safety equipment.<br><br></li><li>Process work orders through the Physical Plant for building maintenance for the University theatres. Act as a liaison with Physical Plant to ensure work is done within defined timeframes not to interrupt theatre preparations, practice, and productions. <br><br></li><li>Other duties as assigned.</li></ul><br><br><strong>Required Knowledge and Skills</strong><br><br><ul><li>Bachelor's degree and significant professional work required. <br><br></li><li>A minimum of three years theatrical and technical experience.<br><br></li><li>Strong knowledge of structural engineering as it applies to theatrical construction<br><br></li><li>Knowledge of and ability to execute theatrical rigging in a safe and functional manner<br><br></li><li>Experience with set construction and equipment including saws, drills, planers, sanders, metalworking equipment, welders, and painting equipment. Knowledge of CNC machine use and 3D printing a plus.<br><br></li><li>Experience with theatrical equipment such as sound and lighting equipment.<br><br></li><li>Significant experience with CAD programs (Vectorworks or AutoCAD).<br><br></li><li>Previous supervisory experience required.<br><br></li><li>Must possess strong interpersonal skills.<br><br></li><li>Ability to work under tight time constraints required.<br><br></li><li>Must have a valid driver’s license.</li></ul><br><br><strong>Preferred Knowledge and Skills</strong><br><br>M.F.A. preferred.<br><br><strong>Regular Work Hours/Travel Requirements</strong><br><br><ul><li>Work time varies based on theater season needs and semester lab hours, but periodically requires a six-day work week.</li><li>Frequent irregular hours including evenings and weekends required during peak theater periods.</li><li>Travel within the tri-state area may be required for University’s theatres.</li></ul><br><br><strong>About USI&nbsp; &nbsp;</strong><br><br>The University of Southern Indiana is a public higher education institution located on a beautiful&nbsp;1,400-acre campus in Evansville, IN. We offer employees exceptional benefits! Benefits for this&nbsp;position include:<br><br><ul><li>Affordable medical, dental, vision, life and short term and long-term disability insurance plans.</li><li>Retirement plan where the University makes the total contribution equivalent to 11% of annual salary.</li><li>Full tuition fee waiver for employees/75% for spouses and dependent children.</li><li>Vacation and sick time</li><li>Holiday pay</li><li>Free access to Recreation, Fitness &amp; Wellness Center.</li><li>Access to on-campus University Health Center and Dental Hygiene Clinic.</li></ul><br><br>For more information about the benefits that USI offers, please visit <a href="http://www.usi.edu/hr/benefits" target="_blank">www.usi.edu/hr/benefits</a>.<br><br><strong>About the Department</strong><br><br>Information on the Performing Arts Department and Theatre Arts may be found at: <a href="https://www.usi.edu/liberal-arts/performing-arts" target="_blank">https://www.usi.edu/liberal-arts/performing-arts</a>.<br><br><strong>Application Process</strong><br><br>Click “Apply Now!” near the top right of this page to complete an application and upload application materials to the attention of the Search Committee Chair. Application materials should include:<br><ul><li>Letter of application addressing relevant experience in professional or higher education settings</li><li>Current curriculum vitae/resume</li></ul><br><br><strong>Search Committee Chair:</strong><br><br>If you have questions about the open position, please contact Mr. Paul Weimer, search committee chair, at&nbsp;<a href="mailto:pcweimer@usi.edu" target="_blank">pcweimer@usi.edu</a>.&nbsp;<br><br><strong>Best Consideration Date:</strong><br><br>For best consideration, please submit materials by August 26, 2025.&nbsp;<br><br><strong>Pre-Employment Screening</strong><br><br>A background check will be required for employment in this position.<br><br><strong>Authorization to Work in the United States</strong><br><br>USI will not sponsor an employment-related visa for this position.<br><br><strong>Interview Accommodations</strong><br><br>Persons with disabilities requiring accommodations in the application and interview process please contact the manager of Employment at <a href="mailto:mcweinzapf@usi.edu" target="_blank">mcweinzapf@usi.edu</a> or (812) 464-1840. Contacting the manager of Employment is intended for use in seeking disability-related accommodations only. For general applicant inquiries, contact Human Resources at <a href="mailto:HumanRes@usi.edu" target="_blank">HumanRes@usi.edu</a> or (812) 464-1815.<br><br><strong>EEO Statement</strong><br><br>USI is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities<br><br>

University of Southern Indiana

Theatre Technical Coordinator

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The <strong>Senior Manager, Fidelity Institutional (FI) Strategy &amp; Planning </strong>will support several activities to help drive forward Fidelity’s FI business unit. As a key contributor to the FI Strategy &amp; Planning team, this individual will be a multi-faceted contributor to the organization, helping to develop FI’s strategic plan, facilitating the execution of key initiatives to drive the business forward, ensuring alignment among internal and external stakeholders, and ensuring clear and consistent messaging of our business strategy and accomplishments.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Management consulting, strategic planning, or management experience</p></li><li><p>Strong strategy consulting skillset: Critical thinking, structured problem solving, sophisticated research and analysis, and ability to drive to business insights</p></li><li><p>Experience contributing to an organization’s top strategic projects</p></li><li><p>Executive presence to work with senior leaders across an organization</p></li><li><p>Deep interest in the intermediary and institutional investment markets</p></li><li><p>Ability to balance multiple workstreams and maintain an agile mentality</p></li><li><p>Excellent written and verbal communication skills</p></li><li><p>Advanced skills in Microsoft PowerPoint and Excel</p></li></ul><p>The Senior Manager, FI Strategy &amp; Planning will report to the VP of Strategy &amp; Planning for FI; specific responsibilities to include:</p><p><strong>Strategic Projects (~90%)</strong></p><ul><li><p>Act as key member of project teams working on behalf of FI’s Senior Leadership Team to identify and assess strategic, competitive, and operational improvement opportunities for the FI business</p></li><li><p>Drive business case development and other strategic analyses through collaboration with key partners to inform recommendations</p></li><li><p>Manage workstreams to drive project delivery and execution; examples include new opportunity assessment, organizational transformation, regulatory response, and pricing strategy</p></li></ul><p><strong>Team Contribution (~10%)</strong></p><ul><li><p>Contribute to overall team culture and environment</p></li><li><p>Support agile practices within the team</p></li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong></p><p>Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the FI Finance organization, the Strategy &amp; Planning team is responsible for defining, communicating, and executing on FI’s business unit strategy and priorities. FI Strategy &amp; Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>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.</p><p>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.</p>

Senior Manager, FI Strategy & Planning

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.</p><p>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.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Remarkable 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 calls to further educate clients and uncover opportunities</li></ul><h3>The <strong>Value</strong> 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>How Your Work <strong>Impacts</strong> the Organization</h3><p>Through your knowledge of financial planning 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 complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

Planning Consultant - Salt Lake City, UT

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking an experienced Senior Leveraged Finance Trader to join the high performing and growing CLO team, based in London. The ideal candidate will be responsible for trading bank loans and high yield, providing insights on markets, strategizing on liquidity and execution, and have a deep understanding of collateralized loan obligations (CLOs). This role requires expertise of loan market dynamics, strong analytical skills, and the ability to build and maintain relationships with portfolio managers, analysts, counterparties, and other stakeholders.</p><p><strong>The Value You Deliver</strong></p><ul><li>Execution capabilities within bank loans and high yield bonds. Emerging Markets experience preferred.</li><li>Develop and implement trading strategies to maximize portfolio performance, including sophisticated portfolio trading, evolving market structure and electronic execution.</li><li>Oversight and implementation of the New Issue Process</li><li>Lead the non-MNPI capital markets efforts with banks for early looks, non-deal roadshows, and reverse inquiry. Sponsor relationships a plus.</li><li>Have a deep understanding of credit analysis, capital structure, LME, and relative value.</li><li>Contribute to the Investment Committee, particularly on liquidity in more stressed names</li><li>Be a key team member in the CLO issuance effort, providing strategy and insights, including block trades</li><li>Provide insights, statistics, and colour to the team (incl tracking fund flows, short activity, percentage of market above par)</li><li>Monitor market trends, economic indicators, and industry developments, communicating insights to the investment teams.</li><li>Build, maintain, and grow relationships with the sell-side traders, sales, and structuring teams</li><li>Collaborate with the research, risk management, and compliance teams to ensure adherence to regulatory requirements and internal policies.</li><li>Work closely with the operations team to ensure timely and efficient settlement.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA preferred.</li><li>Minimum of 7 years of experience in bank loan trading or a related role.</li><li>Strong understanding of loan market structures, pricing, and risk management.</li><li>Proven track record of successful trading and portfolio management.</li><li>Excellent analytical, quantitative, and problem-solving skills.</li><li>Strong communication and interpersonal skills.</li><li>Ability to work in a fast-paced, high-pressure environment.</li><li>Proficiency in trading platforms and financial software</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Senior European Leveraged Finance Trader

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications 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><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Millburn, NJ

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The VP, Implementation manages team of project and program managers responsible for leading client facing conversion and on-boarding projects. While the size and complexity of these projects varies, each represents a significant event for the clients we serve, is frequently the first experience clients have with Fidelity, and establishes the foundation allowing clients to achieve their growth goals. The VP supervises the project portfolio as well as ensures associates develop, positioning the organization for future success. Additionally, this person plays an instrumental role supporting sales efforts communicating the value Fidelity brings to each project.</p><p>The Team</p><p>Fidelity operates one of the largest clearing and custody businesses in the industry with nearly $4 Trillion in assets under administration serving thousands of intermediary clients including RIAs, broker dealers, banks, and family offices. The Client Experience Client Conversion Services (CCS) organization manages asset transition events for these clients. Broker Dealer conversions, advisor onboardings, mergers, acquisitions are just some of the event’s CCS manages daily. Over the last three years, CCS has led projects for our FI clients which resulted in the movement of $245B of assets to Fidelity.</p><p>Our mission is to create a differentiated on-boarding experience supporting sales and relationship managers as they focus on growth through client acquisition.</p><p>The Expertise and Skills You Bring</p><ul><li>A Bachelor's degree, preferably in Finance, Accounting, Business Administration or Engineering, or a Master’s degree or Masters in Business Administration is preferred.</li><li>Proven experience managing relationships (internal or external), including demonstrated success working in a fast-paced environment.</li><li>Experience working directly with custody and clearing clients in a proactive manner.</li><li>Strong communication, presentation, and storytelling skills able to distill complex concepts into a clear message for internal and external executive audiences.</li><li>Passion for developing associates and fostering a collaborative team environment.</li><li>Innovative, forward-thinker who embodies the spirit of continuous improvement and is not afraid to pursue new ideas and approaches.</li><li>Effective organizational navigator with demonstrated success building strong working relationships with key partners (technology, sales, relationship management, service leaders, etc..).</li><li>FINRA Series 7 required and Series 24 to be acquired within the first 120 days.</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>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.</p><p>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.</p>

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