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<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>

Fidelity Investments

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>

Vice President, Implementation - IWMS Client Experience

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, 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 develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><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>

Investment Consultant - Coral Gables, FL

<h3>Job Description:</h3><p>The Product Analyst works within the Fidelity Workplace Investing Agile Model as a member of the SPS Customer Solutions Chapter. Product Analysts are tasked with collaborating with Product Area Leads, Initiative Leads and Squad Leads to elicit, document, and translate high complexity business requirements into Agile feature-level epics. They also drive the effort for developing and executing business acceptance test plan, test strategy and implementing solutions to ensure the highest level of integrity, accuracy, and overall quality are included in the final product. </p><p>The Product Analyst must have proven experience with strong analytical and problem-solving skills. Key attributes that make up a successful Product Analyst are highly motivated, self-starters with a sense of ownership, driven to succeed. The Product Analyst is successful working individually and within a team structure. </p><ul><li><p>Initiate and lead discovery for Feature/Epic Definition with Squad Leader and Scrum Master to prioritize Epics </p></li></ul><ul><li><p>Ensure analysis artifacts (i.e. use cases and supporting documentation) are updated and available for story execution </p></li></ul><ul><li><p>Write feature-level (Sub-Initiative) epics and facilitate story grooming/refinement sessions to ensure they meet the Definition of Ready </p></li></ul><ul><li><p>Lead collaboration with key Business, IT, Legal, Compliance &amp; Risk partners to define product features and monitor trends </p></li></ul><ul><li><p>Establish stakeholder meetings to include demos of sprint deliverables and impact analysis results (User Experience Design, Legal, Outside business groups) </p></li></ul><ul><li><p>Lead organizational readiness activities through the lifecycle of the project to proactively mitigate risks related to product delivery </p></li></ul><ul><li><p>Communicate issues and client feedback to the Squad Leader in a clear, concise and timely manner </p></li></ul><ul><li><p>Act as Subject Matter Expert as needed in Release Planning, Sprint Reviews and Retrospectives for assigned initiatives and features </p></li></ul><ul><li><p>Create/Document/Review initiatives, Sub-Initiatives, Epics &amp; Stories </p></li></ul><ul><li><p>Identify business requirements, document improvement opportunities, share with Scrum Team and at PA Community of Practice </p></li></ul><ul><li><p>Collaborate strategically with the QA team on QA test plan review to provide clarity on epic requirements / acceptance criteria </p></li></ul><ul><li><p>Perform End to End Business Acceptance Testing in Acceptance Region and ensure the traceability of test cases. </p></li></ul><ul><li><p>Assist with readiness and deployment activities for each release </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Demonstrated knowledge (5+ years) of business analyst techniques, for example: elicitation, current/future state analysis, flow diagramming, benchmarking, business rules and risk analysis, user acceptance testing and product documentation. </p></li></ul><ul><li><p>Agile mentality; experience with Jira or similar Agile backlog management tool, Confluence, Mural preferred </p></li></ul><ul><li><p>Bachelor’s degree preferred </p></li></ul><ul><li><p>CPAB/CSPO Certification desirable </p></li></ul><ul><li><p>Enjoy solving problems and able to resolve conflicts through strong mediation skills </p></li></ul><ul><li><p>Facilitating and orchestrating across multiple teams, BU, squads, business partners </p></li></ul><ul><li><p>Outstanding listening, verbal, and written communication skills </p></li></ul><ul><li><p>Proven analytical, critical thinking and problem-solving skills </p></li></ul><ul><li><p>Capable of facilitating a workshop, or speaking publicly to a broad audience </p></li></ul><ul><li><p>Excellent time management skills </p></li></ul><ul><li><p>Proven the ability to write clear, concise product documentation and communications </p></li></ul><ul><li><p>Positive demeanor and flexible, with ability to adapt to the changing needs of the chapter </p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em> </p><p><strong>The Team</strong> </p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products. </p><p>#SWE</p><h3>Category:</h3>Product Management

Senior Product Analyst

<h3>Job Description:</h3><p>Fidelity Workplace Consulting (FWC), one of Fidelity's fastest growing businesses, is calling all entrepreneurs to help us continue to build, develop, and contribute to the leadership of our global consulting practice. Join our fast paced environment and dynamic global team to help us deliver consulting and rewards and benefits support in a region full of opportunity – for businesses, talent and the world. If you have focus on sales, innovation, technology, and a passion for doing things differently, all with the mission to deliver positive impact on people and organisations, then read our job description below.</p><p><strong>Overview</strong></p><p>Fidelity Workplace Consulting (FWC) is a team of 600 professionals that provide guidance to clients on strategy, execution and management of domestic and global HR, benefits, and people programs.</p><p>FWC is one of Fidelity's fastest growing businesses and collaborates with clients across all markets that Fidelity serves. Globally, FWC consists of colleagues based in the US, Canada, Germany, Switzerland and UK, and we provide a range of consulting and advisory services to multinational clients. These services include:</p><p>Strategic Consulting Retirement &amp; Financial Wellness Technology effectiveness Health Care &amp; Well-being strategy &amp; solutions Human Capital strategy, including rewards, employee value proposition, change management, engagement and communication. Broader support on issues related to their international reward programs </p><p><strong>Key Responsibilities</strong> </p><ul><li>As a member of the European leadership team, you will report to the London-based Head of Global Workplace Consulting. In this role, you will build expertise, consulting capabilities, and solutions in support of Fidelity multinational clients’ needs in the region. In addition, you will help drive the development of a multi-year business plan that facilitates Fidelity's global services and footprint growth in the region as well as the overall FWC strategy. </li><li>You will also partner with other Fidelity business unites to support product development, client retention and to expand revenue opportunities.</li><li>Finally, you will own client relationships and lead sales efforts to secure new clients or grow existing relationships while delivering against sales and revenue growth goals. This will require influencing and developing productive and positive relationships with Fidelity’s key internal business partners and external clients. </li><li>This is a player/mentor role and will be the face of the practice internally and externally.</li></ul><p>The Skills &amp; Expertise You Bring</p><ul><li>BS/BA required</li><li>Experience leading client assignment and development in the international benefits consulting space with deep knowledge in insured benefits, savings and retirement.</li><li>Solid understanding of the benefits and rewards environment </li><li>Fluent in English</li><li>15+ years of consulting experience</li><li>Proven track record of working with major employers as a trusted partner in the benefits, rewards and consulting space</li><li>Aware of market trends and a thought leader with strong technology background</li><li>Executive presence and experience working with C-Suite and senior Finance, Risks and HR professionals</li><li>Extensive business expertise in working in large organizations with multiple business segments and partners and working across the enterprise to develop products and services and bring those to market</li><li>Entrepreneurship – lead development of a consulting practice, products, services, thought leadership</li><li>Inclusive contributor who sees the value of diversity in workforce and talent strategy</li><li>Ability to independently design and develop bold retirement, benefits and rewards strategy solutions (resources, frameworks, toolkits, trainings and communications) to address clients’ emerging challenges (and that is in compliance with local legal requirements)</li><li>Ability to work with other professional services consulting practices to develop broader client solutions</li><li>Collaborate with key strategic internal partners, senior client business executives, and critical external partners to drive talent strategy, product development, client attraction/retention and building additional revenue sources to ensure sustainable growth</li><li>Experience in leading large scale projects, including defining scope, budgets, and solutions while balancing competing priorities</li><li>Has high standards, drives excellence, and takes a practical, creative/innovative approach to human capital and talent management</li></ul><h3>Certifications:</h3><h3>Category:</h3>Consulting

VP, Global Workplace Consulting - London

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Senior Manager, Strategy &amp; Planning, you will be part of the team that tackles overall Fidelity’s most pressing business challenges. This position will: own and deliver discreet analyses and research, contribute to breakdown and synthesis of problems, coordinate stakeholders and offer your perspectives as input into a broader business conversation.</p><h3><strong>Key Responsibilities</strong></h3><ul><li>Own the preparation for discreet strategy topics for the senior Executive Team (e.g., Exec Offsite) including prep and follow-up as required</li><li>Support the refresh of the Enterprise Strategy placemat with a focus on reviewing our portfolio of opportunistic bets and provide other ad hoc requests on the Planning Cycle</li><li>Work across the Corp Services leaders to scope, frame, plan, and if needed support the execution of cross Corp Services efforts</li><li>Provide strategic project management for projects from the CFO</li><li>Support strategic initiatives that come out of the finance organization either through strategic project management or strategy development and execution</li><li>Remain connected to key finance and leadership cadences (e.g., EIC, SIC, SMT) and be able to advice on how work should evolve based on these cadences</li></ul><h3><strong>The Expertise and Skills You Have</strong></h3><ul><li>You hold an MBA, or equivalent business, strategy or analytical background</li><li>You have 4-7 years of work experience, including pre-MBA experience; consulting experience is strongly preferred</li><li>Strong quantitative, analytical, and conceptual problem-solving skills combined with outstanding business insight</li><li>Ability to learn new subject matter and communicate complex ideas about a new topic effectively within days</li><li>Ability to challenge ideas, influence and change mindsets</li><li>Ability to form strong and trusted relationships with business partners at all levels</li><li>Collaborating with different levels of management across functions to support the enterprise planning process and execution of our top strategic priorities</li><li>Self-starter who is comfortable with ambiguity and thrives in fluid and matrixed environment</li><li>Strong research &amp; analytical skills, including the ability to synthesize findings and develop practical, impactful recommendations</li><li>Strong Excel and PowerPoint skills</li><li>Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations</li><li>Strong attention to detail and ability to clearly scope projects and maintain momentum with unclear and shifting goals</li><li>Grace under pressure</li><li>Ambitious and results driven</li><li>A curious outlook and drive for constant self-growth</li><li>Desire to learn and be exposed to the full breadth of Fidelity’s businesses</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>The Enterprise Strategy and Planning team is a team that works across Fidelity to deliver the full potential on cross-business initiatives and helps to provide the strategic direction for the annual planning cycle. The Enterprise Strategy team works closely with FCAT, Fidelity Consulting, and all the BU strategy teams; in addition, it is embedded in the Corporate Finance organization to create a more integrated planning process.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting<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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