field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><p><strong>Compliance Advisor</strong><br> </p><p><strong>The Role</strong></p><ul><li>Support the operations of Fidelity’s Asset Management Compliance program with a focus on firmwide limit monitoring</li><li>Perform real time and pre trade support, and resolve post trade incidents to ensure compliance with internal requirements and external regulations</li><li>Monitor complex investment strategies and provide guidance on compliance issues</li><li>Educate investment professionals on applicable compliance limits; and implement effective mechanisms to provide timely reporting</li><li>Provide Asset Management Compliance leadership with information on current trends, issues, and recommendations</li></ul><p>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor's degree in a business discipline (finance, general business or economics) preferred</li><li>Knowledge of or experience in the financial services industry, compliance and/or operations</li><li>Pre-trade compliance and/or order-management technology experience a plus</li><li>Excellent communication skills, when needed to present on investment compliance topics and to senior investment professionals</li><li>Strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail</li><li>Valued teammate with good interpersonal skills and like to work collaboratively across functions</li><li>Able to identify key opportunities for improvements in process through technology solutions<br> </li></ul><p><strong>The Team</strong></p><p>Asset Management Compliance ('AMC') works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are focused on delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.</p><p>The Investment Compliance Monitoring Team, within AMC, is responsible for proactively reducing the risk of trade error and compliance violations through real time and post trade compliance monitoring with client, regulatory and internal policy limitations. This team is the first point of contact for investment professionals seeking advice related to their portfolios’ state of compliance. Investment compliance support spans across all product types.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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

Compliance Advisor

<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>The base salary range for this position is $55,000 - $75,000 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>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Mission Viejo, CA

<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 63 - 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 - Boca Raton, FL

<h3>Job Description:</h3><p>This dynamic role is designed for someone who enjoys the pursuit of retaining Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. </p><p><strong>The Role</strong> </p><p>This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant, you are responsible for project managing all aspects of the sales/retention process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs. </p><p>This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs. </p><p><strong>The Expertise You Have</strong> </p><ul><li><p>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.) </p></li></ul><ul><li><p>Bachelor’s Degree required / MBA or other advance degree a plus </p></li></ul><ul><li><p>Minimum 7 years related product or industry experience / Fidelity experience desirable </p></li></ul><ul><li><p>Series 7 and 63 required (can be attained in role) </p></li></ul><ul><li><p>Approximately 10-15% travel requirement </p></li></ul><p><strong>Proven Skills and Experiences You Bring</strong> </p><ul><li><p>Proactively collaborates, influences, and establishes relationships across the organization to deliver results. </p></li></ul><ul><li><p>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand. </p></li></ul><ul><li><p>Strong listening skills to identify internal and external customer needs. </p></li></ul><ul><li><p>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals. </p></li></ul><ul><li><p>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy. </p></li></ul><p><strong>The Value You Deliver</strong> </p><ul><li><p>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies. </p></li></ul><ul><li><p>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery. </p></li></ul><ul><li><p>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos. </p></li></ul><ul><li><p>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs. </p></li></ul><ul><li><p>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process. </p></li></ul><ul><li><p>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers. </p></li></ul><ul><li><p>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery. </p></li></ul><p><strong>The Team</strong> </p><p>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider. </p>The base salary range for this position is $95,000-$154,000 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>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>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><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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Product and Service Consultant- Retirement Services

<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>The base salary range for this position is $56,000 - $72,000 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>Sales

Investment Consultant - Mountain View, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity’s investment management capabilities – across asset classes – to both clients and prospects? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a Vice President, Sales &amp; Relationship Manager role.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; MBA or CFA desired</li><li>15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions</li><li>Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering</li><li>Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions</li><li>Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process</li><li>Strategic thinking and creative problem-solving to drive client retention and growth</li><li>Series 7 and 63 registrations</li><li>Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients</li><li>Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions</li><li>Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market</li><li>Passion for financial markets, investment process and the delivery of effective investment solutions</li><li>Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers</li><li>Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes</li><li>Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand</li><li>Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace</li><li>Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity’s deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets. The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets. These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture. As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets. </p><p><strong>Location: TBD (1/3rd of US Large Market Public Sector)</strong></p><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>

Vice President, Public Sector Sales & Relationship Manager

<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<h3>Category:</h3>Relationship Management

Relationship Manager - Mountain View, CA

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - 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>

VP, Branch Leader - Fairfield, CT

Lead Coordinator-Scholar ProgramJob ID: 13856Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: RegularAbout UTEPThe University of Texas at El Paso (UTEP) is a comprehensive public research university that is increasing access to excellent higher education. We advance discovery of public value and positively impact the health, culture, education, and economy of the community we serve.UTEP is America's leading Hispanic-serving university. Located at the westernmost tip of Texas, where three states and two countries converge along the Rio Grande, 85% of our 25,000 students are Hispanic, and half are the first in their families to go to college. UTEP offers 170 bachelor's, master's and doctoral degree programs at the only open-access, top-tier research university in America.About the DepartmentThe UTEP Division of Student Affairs not only helps our students excel in the classroom, but also prepares students for a lifetime of success and accomplishment. With more than 280 clubs and organizations ranging from academic/professional to social and service groups, opportunities to study abroad, attend concerts, live on campus and participate in a multitude on intramural teams, there are countless ways for students to get involved. In fact, students who are involved on campus do better academically, persist to degree completion, have a deep sense of belonging to UTEP and develop lifelong friendships including an expansive professional network. Students will also find programs and services that focus on helping make the transition to college life, pay for school, study and enhance their university experience. Student life at UTEP is as dynamic and diverse as our student body.The Division also offers an array of support, resources and services that focus on helping make the transition to college life easier, paying for school, support for mental health and wellbeing, and enhancing students overall university experience. Student Affairs plays an important role in supporting the University's mission and strategic plan and prepares graduates for leadership and lifelong success.Position InformationHiring Department: Scholar Program- VPSAPosting End Date: Open until filled. This posting may close once a sufficient number of qualified applications have been received.Hours: 40 hours per week, standard Monday- Friday 8:00am- 5:00pm, flexibility is required on evenings and weekendsFLSA status: ExemptEarliest Start Date: As soon as possible.Salary: $40,480 annuallyRequired Application Materials:• Resume• Cover Letter (Prefer for the cover letter to include relevant experience working with any of the following populations: high school students, college students, and/or first-generation students).• List of three referencesNote: To the extent that this position involves research, work, or access to critical infrastructure as referenced in Executive Order GA-48, being hired for and continuing to be employed in this position requires the ability to maintain the security or integrity of the infrastructure.The primary accountabilities are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. A valid driver's license issued by the State where the applicant resides and insurability as defined in UTS 157 may be required to perform the position's essential functions.Purpose of PositionThe Division of Student Affairs at The University of Texas at El Paso (UTEP) seeks an innovative and highly motivated leader to join the Office of Student Scholar Support as the Coordinator for Scholar Support. The coordinator's primary responsibility will be the day-to-day management of UTEP's Scholar programs. The Lead Coordinator is charged with supporting the planning, execution and development of all aspects of the Scholar Programs including recruitment, selection, program planning, and ongoing support of the UTEP Scholars. This is a multifaceted position requiring a wide range of professional strengths including professionalism, relationship building, mentorship, problem-solving, strong organizational and record keeping skills, and a dedication to ensuring the success of studentsEssential FunctionsResponsible for the onboarding and ongoing support for the UTEP Scholar cohorts including new student orientation, academic advising, on-campus housing assignments, and academic coaching to ensure the successful student transition and persistence to degree.Manages the planning and execution of Scholar events, including but not limited to scholar orientation, move-in events, annual banquet, and spring Scholar Reception. These events may be in-person, virtual, hybrid, or a combination.Identifies opportunities for Scholars both on and off campus to engage in high-impact experiences that align with students' academic and professional needs and aspirations (i.e. study abroad, leadership development, student organizations, on-campus employment, internships).Maintains accurate records for Scholars for the purpose of updating key stakeholders and required reporting including academic progress, financial aid awards, campus accolades, anticipated graduation dates, study abroad experiences, internships, on-campus employment.Mentors Scholars through regular one-on-one and group meetings and effectively connect Scholars with resources to support their academic, personal, and professional needs.Serves as staff advisor to the Texas Leadership Scholar Organization (TLSO) and holds developmental meetings regularly with the executive officer team.Attends TLSO general meetings, Scholar programs, and creates a culture of support amongst the UTEP Scholars.Supports all Scholar programs and events in the Student Scholar Support office as requested.Ability to work with a diverse student population.Handles sensitive information in a confidential and professional manner.Serves as the Student Scholar Support Liaison on various campus committees.Ability to work independently, as well as part of a team.Some travel may be required.Possesses the ability to learn and use institutional software systems.Complies with all State and University policies.Other duties as assigned.Supervisory Responsibilities: Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Required Qualifications:Education: Bachelor's DegreeandExperience: Two years of experience, related to the statement of duties and responsibilities; or equivalent combination of education and experience.Proficiency with standard office software applications.Preferred Qualifications: Master's degree from four-year college or university. Bilingual, ability to work effectively with high school or college-age students. Master's degree and experience working in a higher education environment, directly interacting with students on a variety of needs and issues.Additional InformationThe physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee must frequently stand and walk. The employee must regularly sit; use hands to feel; reach with hands and arms; and talk or hear. The employee must lift and move up to 50 pounds.The noise level for this work environment is usually moderate.In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries—including the filing of a Formal Complaint or reporting an incident—about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6456716jeid-f9a59111cf0c554490a509706541197d" target="_blank">https://apptrkr.com/6456716jeid-f9a59111cf0c554490a509706541197d</a>

The University of Texas at El Paso

Lead Coordinator-Scholar Program

<p><strong>ABOUT ROCKET LAB</strong></p><p>Rocket Lab is a global leader in launch and space systems. The rockets and satellites we build and launch enable some of the most ambitious and vital space missions globally, supporting scientific exploration, Earth observation and missions to combat climate change, national security, and exciting new technology demonstrations. Our Electron rocket has provided reliable access to orbit since 2018, becoming one of the most frequently launched rockets in the world. Neutron will be our next rocket on the launch pad, an advanced 13-tonne payload class, reusable rocket to launch the mega constellations of the future. Our space systems business includes our extensive line of satellites and components that have enabled more than 1,700 missions including the James Webb Space Telescope, NASA Psyche Mission, Artemis I, Mars Ingenuity helicopter, and more. &nbsp;</p><p>Join our pioneering team and launch your career to new heights!</p><p>Rocket Lab's Neutron team is responsible for bringing our new large rocket Neutron and its launch and test sites to life. From designing and testing Neutron's structures and components, to firing up its new Archimedes engines, to setting up Neutron's launch pads and test sites across the United States, joining the Neutron team is your opportunity to help launch a new large rocket for the very first time.<br><br><strong>CONFIGURATION MANAGEMENT ENGINEER</strong><br><br>As a Configuration Management Engineer based at Rocket Lab's site in Auckland Production Complex, you will have the opportunity to support the revolutionary Neutron rocket program as we transition from Flight 1 to Block 1 Operating capability. In this role you will work on establishing and maintaining critical change management systems that ensure seamless coordination between Engineering, Supply Chain, and Manufacturing teams across all Neutron configuration items. To be successful in this role, you must be detail-oriented, systematic in your approach, and passionate about driving process excellence in a fast-paced aerospace environment. Join a driven team that's tackling challenging projects, delivering on exciting missions, and making an impact on the future of space!</p><p><strong>WHAT YOU'LL GET TO DO:</strong><br><br>• Set up Master Tickets for NF2 and NF3 solution items across all Configuration Items within ECM to track Neutron change effectivity between Flight 1 to Block 1 Operating capability<br>• Configure subtasks within solution items on a case-by-case basis to ensure appropriate backoff dates are communicated effectively between Engineering, Supply Chain, and Manufacturing teams<br>• Drive team members to utilize the change management system as the primary source of documentation as changes begin to be released<br>• Support the implementation and maintenance of Engineering Change Management (ECM) processes critical to AS9100D certification<br>• Collaborate with cross-functional teams to ensure change management processes are followed and continuously improved<br>• Maintain accurate configuration status accounting and documentation throughout the change lifecycle<br>• Assist in training team members on proper use of change management systems and processes<br><br><strong>YOU'LL BRING THESE QUALIFICATIONS:</strong><br><br>• Bachelor's degree in Engineering, Systems Engineering, or related technical field<br>• 0-2 years of experience in configuration management, change management, or systems engineering<br>• Strong attention to detail and ability to manage multiple tasks simultaneously<br>• Excellent communication skills with ability to work effectively across multiple departments<br>• Proficiency in Microsoft Office Suite and ability to learn new software systems quickly<br>• Understanding of engineering documentation and change control processes<br>• Ability to work in a fast-paced environment and adapt to changing priorities<br>• Strong organizational skills and systematic approach to problem-solving<br><br><strong>THESE QUALIFICATIONS WOULD BE NICE TO HAVE:</strong><br><br>• Experience with PLM systems such as Teamcenter or similar configuration management tools<br>• Knowledge of aerospace industry standards and AS9100 quality management systems<br>• Previous experience in manufacturing or aerospace environments<br>• Familiarity with engineering change management processes and documentation<br>• Experience working with cross-functional teams in technical environments<br>• Understanding of rocket or spacecraft development processes<br>• Project management experience or certification<br>• Experience with database management and data analysis tools<br><br></p><p><strong>WHAT TO EXPECT</strong>&nbsp;</p><p>We’re on a mission to unlock the potential of space to improve life on Earth, but that’s not an easy task. It takes hard work, determination, relentless innovation, teamwork, grit, and an unwavering commitment to achieving what others often deem impossible. Our people out-think, out-work and out-pace. We pride ourselves on having each other’s backs, checking our egos at the door, and rolling up our sleeves on all tasks big and small. We thrive under pressure, work to tight deadlines, and our focus is always on how we can deliver, rather than dwelling on the challenges that stand in the way.&nbsp;&nbsp;&nbsp;</p><p>Important information:</p><p><strong>FOR CANDIDATES SEEKING TO WORK IN US OFFICES ONLY:</strong></p><p><em>To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), Rocket Lab Employees must be a U.S. citizen, lawful U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum, or be eligible to obtain the required authorizations from the U.S. Department of State and/or the U.S. Department of Commerce, as applicable. Learn more about ITAR here.</em></p><p><em>Rocket Lab provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment at Rocket Lab, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</em></p><p><em>Applicants requiring a reasonable accommodation for the application/interview process for a job in the United States should contact Giulia Johnson at <a href="mailto:g.biow@rocketlabusa.com.This" target="_blank">g.biow@rocketlabusa.com.This</a> dedicated resource is intended solely to assist job seekers with disabilities whose disability prevents them from being able to apply/interview. Only messages left for this purpose will be considered. A response to your request may take up to two business days.</em></p><p><strong>FOR CANDIDATES SEEKING TO WORK IN NEW ZEALAND OFFICES ONLY:</strong></p><p><em>For security reasons background checks will be undertaken prior to any employment offers being made to an applicant.&nbsp; These checks will include nationality checks as it is a requirement of this position that you be eligible to access equipment and data regulated by the United States' International Traffic in Arms Regulations.&nbsp;</em></p><p><em>Under these Regulations, you may be ineligible for this role if you do not hold citizenship of Australia, Japan, New Zealand, Switzerland, the European Union or a country that is part of NATO, or if you hold ineligible dual citizenship or nationality.&nbsp; For more information on these Regulations, click here&nbsp;ITAR Regulations.</em></p>

1,046 Project Management / Professional Services Jobs