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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you will experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The Enterprise Data Office (EDO) is part of the Enterprise Data Management Program, a key component of our Technology organization. It focuses on delivering data products that fuel business growth and unlock value, while shaping robust data management strategies and governance solutions. EDO delivers critical data-related initiatives that accelerate ongoing digital transformation at American Express, enhance the overall customer experience, strengthen our data strategy and practices, and drive our continued growth.American Express continues to invest in enterprise data management, and as part of the journey, we are seeking a Senior Manager to lead organizational change management and communications. Guardian.Primary Responsibilities <ul><li>Change Impacts and Adoption Measurement: Partner cross-functionally and Enterprise-wide to identify, assess and prioritize people, process, and technology changes due to the ongoing data management and governance transformation; define the KPIs and success metrics to measure adoption progress </li><li>Stakeholder Analysis and Engagement: Identify affected stakeholders across the Enterprise, and determine their needs from an organizational change standpoint; strategize engagement tactics to bring stakeholders along the data transformation journey </li><li>Organizational Change Strategies and Planning: Design leading practice strategies to achieve adoption objectives and regularly obtain feedback for ongoing iteration; create and implement the data organizational change roadmap while accounting for other Enterprise priorities / dependencies </li><li>Communications Strategies and Planning: Articulate the value proposition of the data transformation work underway; bring benefits of the transformation to life for Enterprise stakeholders; create a comprehensive plan in partnership with Enterprise stakeholders that outlines the right channels, audiences, and timing for delivery</li><li>Culture Change Strategies: Identify the long-term behavior and mindset shifts required to enable a culture of data stewardship and data risk management</li></ul>Minimum Qualifications:<ul><li>4+ years of experience in a leadership role focused on organizational change management and communications.</li><li>Experience in program management for cross-functional initiatives in large (e.g., Fortune 500) organizations.</li><li>Experience with stakeholder management and gaining consensus across various stakeholders.</li><li>Bachelor's Degree</li></ul>Preferred Qualifications:<ul><li>Experience gained at large US and / or global financial institutions; experience with and / or exposure to data management and governance is a plus.</li><li>Comfortable operating in an environment with ambiguity, using structure, influence, and prioritization to keep the work and team on track.</li><li>Experience managing critical and time-sensitive deliverables.</li><li>Detail oriented with a high degree of personal accountability; strong self-starter with an ability to autonomously multi-task and meet competing deadlines.</li><li>Excellent communication skills with a demonstrated ability to articulate complex concepts in a manner consumable by a broad stakeholder base, including a senior executive audience.</li><li>Proven experience building and leading diverse, geographically dispersed, high-performing teams; extensive experience and success as a leader of leaders.</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Senior Manager - Organizational Change Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The Global Risk &amp; Compliance Organization (GRC) is an independent risk management function, led by the Chief Risk Officer, with the objective of ensuring that American Express operates in a safe, sound, and fully compliant manner with all applicable regulatory expectations. GRC creates and maintains the overall risk management framework, performs independent risk management assessments, and monitors applicable risks. Colleagues at GRC are passionate about our commitment to drive the Company’s goals of growth and progress by creating a culture of risk awareness and proactivity around regulatory matters.  The Operational Risk Management (ORM) team facilitates and monitors the implementation of effective operational risk management programs throughout the organization, and oversees risk ownership throughout business units, products, and processes.The ORM team is looking for an Executive Assistant to provide administrative support to up to three VPs. The Executive Assistant will be a critical member of the team who provides organizational support and ensures that the team’s logistical needs are met and helps to promote a positive atmosphere and work culture.Key Responsibilities:<ul><li>Organize and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones</li><li>Manage calendars, including scheduling meetings with various colleagues internally and externally</li><li>Coordinate logistics for meetings, including scheduling of conference rooms and technology support, as required</li><li>Book and coordinate travel arrangements, including air and hotel bookings</li><li>Prepare, review and process expense reports, in line with company T&amp;E policy and budget</li><li>Assist with timekeeping and payroll duties</li><li>Provide coverage for other team-based Executive / Administrative Assistants that are on vacation or sick leave</li><li>Handle organizational charts and team rosters</li><li>Support the scheduling and coordination of events including room booking, catering, etc.</li><li>Support team administration including onboarding of new hires, updating distribution lists, setting up team-wide meetings, coordinating team real estate, assisting with job postings</li><li>Processing of requisitions and other invoices, ordering supplies and handling ticket requests</li></ul>Minimum Qualifications:<ul><li>Experience supporting senior level executives with exceptional organizational, administrative and interpersonal skills</li><li>Keen attention to detail in execution and follow-up</li><li>Demonstrated ability to prioritize multiple tasks and work independently in a dynamic and fast-paced environment, managing multiple tasks and changing priorities with little direction</li><li>Strong integrity, reliability, and proven ability to handle confidential / critical information with discretion</li><li>Strong written and verbal communication</li><li>Proficiency in Microsoft Outlook, Word and expense and travel management software</li><li>Proficiency in Microsoft Office programs such as PowerPointand Excel preferred</li></ul>Salary Range: $24.05 to $48.10 hourly + bonus + benefitsThe above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Executive Administrative Assistant - Operational Risk Management

Job Title Patient Transfer Coordinator/UKHC / 7P Requisition Number NR14029 Working Title Patient Transfer Coordinator Department Name H3280:Command Center Work Location Lexington, KY Grade Level 11 Salary Range $54,080-95,056/year Type of Position Staff Position Time Status Full-Time Required Education ADN Required Related Experience 4 yrs Required License/Registration/Certification Registered Nurse (RN) Physical Requirements The essential functions for this position include the ability to lift, carry, push, and pull 50-100 pounds occasionally and 25-50 pounds frequently; as well as stand, walk and sit for long periods of time. The conditions of work may involve exposure to communicable diseases, hazards of radiation, and injury from intractable patients or sharp instruments. Shift 7PM-730AM NIGHTS, 36 HOURS / WEEK with Holidays and Weekends as required by the department Job Summary The Patient Transfer Facilitator coordinates the placement of all admissions and transfers to UK Chandler / Good Samaritan in accordance with the clinical standard guidelines. Is responsible for ensuring that the patient is admitted to the most appropriate bed available using current admission criteria. The primary responsibilities for this position consist of providing total, comprehensive, continuous patient centered care which includes: assessing, documenting, planning, implementing, teaching, developing, and evaluating a comprehensive nursing plan of care; delivering direct patient care; ensuring patient satisfaction; and adhering to University policies and procedures as well as federal, state and local regulations. Furthermore, this environment supports collaborative efforts among the nursing staff and the team of physicians to increase communication and enhance expected patient outcomes. This includes utilization of the nursing process in conjunction with a comprehensive patient-centered plan of care, ensuring patient satisfaction. The Patient Transfer Facilitator coordinates the placement of all admissions and transfers to UK Chandler / Good Samaritan in accordance with the clinical standard guidelines. Is responsible for ensuring that the patient is admitted to the most appropriate bed available using current admission criteria. Follows protocols for direct acceptance of specific patient population. The primary responsibilities for this position consist of providing total, comprehensive, continuous patient centered care which includes: assessing, documenting, planning, implementing, teaching, developing, and evaluating a comprehensive nursing plan of care; delivering direct patient care; ensuring patient satisfaction; and adhering to University policies and procedures as well as federal, state and local regulations. Furthermore, this environment supports collaborative efforts among the nursing staff and the team of physicians to increase communication and enhance expected patient outcomes. This includes utilization of the nursing process in conjunction with a comprehensive patient-centered plan of care, ensuring patient satisfaction. Skills / Knowledge / Abilities ICU Experience Preferred Does this position have supervisory responsibilities? No Preferred Education/Experience BSN Preferred Deadline to Apply 08/31/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Patient Transfer Coordinator/UKHC / 7P

Job Description and RequirementsThe Commercial Underwriter - Portfolio Management position is responsible for monitoring the risk of the commercial loan portfolio primarily through the completion of annual loan reviews on existing loan relationships, including SBA 504 and 7a loans and loan participations.This position reports on site to our main campus - 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233Essential Functions and Responsibilities:<ul><li>Conducts annual reviews of commercial relationships.</li><li>Spread borrower’s financial statements and/or tax returns and performs an impartial and thorough credit analysis.</li><li>&nbsp;Provides valuation analysis on commercial real estate serving as collateral for existing loans.</li><li>Assign and validate risk grades that are based on: cash flow analysis, collateral evaluation, documentation and compliance.</li><li>Provides a review of recently closed loans to determine whether policies, procedures, regulatory requirements and best practices are adhered to. &nbsp;</li><li>Structures, underwrites and decisions member business loans under approved authority limits.</li><li>Serves as the go to source for questions related to policy and procedures. Additionally provides input and guidance to&nbsp;the department regarding compliance issues specifically related to Reg B and Fair Lending.</li><li>Works with loan officers and the commercial loan administration department to document, approve and close material changes to existing commercial loans. &nbsp;</li><li>Assists the Portfolio Manager in preparing reports provided to the department SVP, internal committees and the board of directors that reflect the ongoing health of the commercial loan portfolio. &nbsp;</li><li>Demonstrates ownership of assigned portfolio with minimal guidance. Works with loan officers to track, monitor and request periodic reporting requirements from members.</li><li>Completes at least 40 hours of Commercial Lending training via self-study, webinars, seminars and workshops, and/or professionally contracted classes, annually.</li><li>Recommends process improvement solutions for effective portfolio management.</li><li>Completes special projects for the department.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>Bachelor's Degree in Finance, Accounting, or Business Administration</li><li>Minimum one year of underwriting and credit analysis experience&nbsp;</li><li>Expertise in commercial banking credit policies and procedures, credit/financial statement analysis, loan structuring, cash flow analysis.</li><li>Must be able/willing to commute to the work location at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233</li><li>Excellent verbal and written communication skills required as well as strong presentation skills and a high level of attention to detail</li><li>Strong organizational skills and effective time management</li><li>Moderate skill set in Microsoft Office Applications</li><li>Ability to perform intermediate level accounting and financial analysis under moderate supervision</li><li>Formal Credit Training preferred</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

RBFCU

Commercial Underwriter I - Portfolio Management

Revere Health’s mission is to put its patients’ health above all else. As the largest independent multi-specialty physician group in Utah, Revere Health focuses on reducing healthcare costs and providing care that improves patient outcomes. In every interaction, whether with patients or colleagues, we strive to adhere to our core values of accountability, collaboration, and excellence. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.Position SummaryAs the Cardiology Patient Transition Coordinator, you will play a key role in supporting patients during the transition of our cardiology clinic. This position focuses on providing compassionate, knowledgeable, and efficient assistance to help patients navigate their next steps in care. You will guide patients in identifying appropriate providers within our organization or in the broader community, ensuring continuity of care and a positive patient experience.Essential Duties &amp; Responsibilities<ul><li>Serve as the primary point of contact for patients seeking cardiology follow-up or continued care.</li><li>Assist patients in understanding their care options, including in-network and external resources.</li><li>Coordinate referrals to other providers, clinics, or health systems based on patient needs and preferences.</li><li>Work closely with internal departments and clinics to ensure smooth handoffs.</li><li>Maintain up-to-date knowledge of available providers and services in the region.</li><li>Ensure timely communication with patients via phone, email, or other communication channels.</li><li>Document all interactions and referral activities in the electronic health record (EHR).</li><li>Address and escalate patient concerns or complex cases to leadership or care coordination teams as appropriate.</li><li>Maintain confidentiality and comply with HIPAA and other relevant regulations.</li></ul>Minimum Qualifications<ul><li>Knowledge of cardiology terminology, procedures, and common conditions (obtained through experience in a cardiology or healthcare setting).</li><li>Excellent interpersonal and communication skills, with a patient-centered approach.</li><li>Strong organizational skills and attention to detail.</li><li>Proficiency in using electronic health record systems (e.g., Epic, Cerner) and Microsoft Office Suite.</li><li>Ability to work independently and collaboratively in a fast-paced, transitional environment.</li><li>Prior experience in referral coordination, patient navigation, or clinical support roles.</li><li>Experience in working with insurance plans and understanding in-network vs. out-of-network referrals.</li><li>Medical Assistant or similar clinical background (preferred but not required).</li></ul>

Revere Health

Cardiology Patient Transition Coordinator - Full-Time - Provo

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant- Morristown, NJ

<h3>Job Description:</h3>JOB TITLE Principal Data Scientist – Natural Language Processing Fidelity Workplace Investing is seeking for Data Scientists with experience in natural language processing, large language model, machine learning, knowledge graph. This position will be based full time in Boston, MA.The Purpose of Your RoleThis individual will lead high profile data science and artificial intelligence projects working closely with Technology, Product Management, and others across multiple business units and teams to develop AI-based solutions by developing advanced AI models and technologies with Natural Language Processing(NLP), Large Language Model(LLM) and Machine Learning(ML), and developing Knowledge Graph to enable high performance of the AI models. Candidate must be comfortable in a fast-paced, unpredictable and sometimes ambiguous environment working with current and emerging AI technologies. The assignments will include model development with NLP, LLM and ML technologies, gathering data from multiple sources, data processing and analysis, knowledge graph development, unstructured data analysis, predictive and prescriptive analytics, interpretation of findings, presentation, and system implementation. The successful candidate will be capable of supporting projects across many areas with the highest degree of quality. They will have a proven record of assuring quality of data gathering and analysis, be a team player who thrives in a high performing work environment and acts with confidence to communicate to all levels of Workplace Investing and the Fidelity Enterprise.The Skills You Bring<ul><li>PhD in Computer Science, Information Science, or other related STEM disciplines with extensive research on natural language processing, deep learning, knowledge graph, reasoning, OR Master’s Degree in the same areas above with 10 years relevant professional experience</li><li>Deep understanding and knowledge of natural language processing, Large Language Model, deep learning, machine learning, knowledge graph, reasoning</li><li>A strong Python and SQL programmer with demonstrated proficiency in data extraction, data engineering, data analysis, machine learning, data modeling and pipeline automation. An ability to write object-oriented solutions and to package together and streamline existing models is preferred</li><li>Solid verbal communication, presentation, and business/industry/scientific technical writing skills with an ability to explain complex data science, statistics, and computer science concepts clearly for a nontechnical audience; comfortable interacting with various levels of management from different functions</li><li>Proficiency in information design with the ability to present and visualize data to foster efficient and effective understanding of the information.</li><li>Experience and knowledge in information retrieval, questing answering, deep learning and Large Language Model technologies</li></ul>The Value You Deliver<ul><li>Manage and guide the AI model developments with Large Language Model, natural language processing, knowledge graph development, data science and data engineering elements of AI projects</li><li>Set a strategic direction for model development, knowledge graph development, data identification, collection and qualification activities</li><li>Lead data analysis for multiple projects with diverse scope and complex business and technical challenges across several business units and functions</li><li>Develop best practices for data science, considering the full analytical lifecycle</li><li>Develop guidelines for the evaluation of new analytical tools and platforms</li><li>Implement new technologies in a production environment with product, IT, and data engineering teams</li><li>Present reports and findings to senior level technical and non-technical audiences </li></ul>How Your Work Impacts the OrganizationAs a data scientist in Fidelity Workplace Investments, you will contribute to advancing the analytics and data science capability for a variety of employee benefit products, and will take the organization to the next level.Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal Data Scientist--Natural Language Processing

<h3>Job Description:</h3>The RoleAs a Business Analyst Consultant on the Annuity &amp; Term Data Processing &amp; Calculations team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. In this role, you will focus on building and enhancing the business systems that allow Fidelity associates to service customers with ease and to provide data that allows customers to self-service when desired. This includes a shared responsibility to support the configuration and administration of the ARK recordkeeping system as well as the data publishing. You will also play a critical role to support the Financial Reporting Database (FRDB) used primarily by the actuarial team in FILI.The Expertise and Skills You Bring<ul><li>Bachelor’s degree with 5-8 years of experience</li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Working knowledge on SQL, to perform basic querying and analyzing data (e.g., Oracle, Postgres, Snowflake).</li><li>Experience writing queries to investigate data.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Knowledge and understanding of reporting and dashboard tools (e.g., PowerBI, Tableau.)</li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle. </li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Strong execution background with the ability to multi-task and prioritize for efficiency and business need.</li><li>Proficiency with business process documentation</li><li>Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to break a Jira story down into small components, understand the underlying purpose and be able to test.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li></ul>The TeamYou will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency. In this role you will partner with a variety of key stakeholders including other Teams withing the Platform Area, Wealth Digital Experience, Fidelity Insurance Agency (FIA), Fidelity Insurance Group (FIG), and Brokerage and enterprise partners.Note: Fidelity will not provide immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Business Analyst Consultant - Annuity & Term Data Processing & Calculations team

<h3>Job Description:</h3>The RoleAs a Business Analyst Consultant on the FIA Data Product and Governance team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. In this role, you will focus on data distribution, aggregation, and analysis for the FIA business. You will play a critical role in helping to analyze report impacts based on source data and format changes and support data governance, quality assurance, and compliance initiatives. You will lean into your growth mindset to stay current with emerging cloud technologies and analytics trends and create dashboards, reports, and visualizations to communicate insights to stakeholders.The Expertise and Skills You Bring<ul><li>Bachelor’s degree with 5-8 years of experience</li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Working knowledge on SQL, to perform basic querying and analyzing data (e.g., Oracle, Postgres, Snowflake).</li><li>Knowledge and understanding of reporting and dashboard tools (e.g., PowerBI, Tableau.)</li><li>Foundational understanding of Cloud &amp; related technologies (Cloud Practitioner certification a plus)</li><li>Strong execution background with the ability to multi-task and prioritize for efficiency and business need.</li><li>Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to break a Jira story down into small components, understand the underlying purpose and be able to test.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li></ul>The TeamYou will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency. In this role you will partner with a variety of key stakeholders including other Teams withing the Platform Area, Wealth Digital Experience, Fidelity Insurance Agency (FIA), Fidelity Insurance Group (FIG), and Brokerage and enterprise partners.Note: Fidelity will not provide immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Business Analyst Consultant - FIA Data Product & Governance team

<h3>Job Description:</h3>You will help address large DB plan sponsor Actuarial and Enterprise and DCNQ needs with our comprehensive solutions. Our strategies include industry leading DB Actuarial, coordinated Investment and supporting Administration Services including DB and DCNQ. The leader will collaborate across organizations to optimize our effort. Large Actuarial relationships represent an attractive long-term growth opportunity for Fidelity. Further, sustaining and continuing to promote Fidelity’s position as the market leader in the DCNQ space is of paramount importance and you will need to apply your sales skills to this domain as well.The TeamThe sales leader will work with Fidelity Workplace Consulting, Relationship Management, existing DC client and non-client DB plan sponsors, Sales and Consultant Relations to grow the business. Fidelity’s combination of services represents an outstanding value proposition to plan sponsors in a multifaceted DB and DCNQ markets.The Expertise You Have <ul><li>Bachelor’s degree</li><li>15+ years WI Sales experience across multiple products, including direct sales through sophisticated deals to large organizations.</li><li>Relationship Management and Sales experience (ideally, both as an individual contributor and leader) with an ability to navigate a matrixed organization, influence business leaders / partners and product development, bringing forward tailored solutions</li><li>Sales discipline and strong pipeline management skills</li><li>Expertise mentoring senior and developmental talent to address business development efforts</li><li> A consultative and strategic sales mindset and a willingness to collaborate across Fidelity Workplace Consulting to leverage strategic approaches with your sales approach</li><li>Working with leadership to drive a multi-year strategy and effort</li></ul>The Skills You Bring<ul><li>Senior institutional sales professional with outstanding prospecting, presentation and closing skills.</li><li>Experience working on sophisticated sales opportunities.</li><li>Crafting and implement processes to ensure accurate CRM data, activity-based coverage,</li><li>Prospecting systems for yourself and others and senior relationships selling strategies.</li><li>Leading cross-functional and organizational sales efforts.</li><li>Thinking creatively and innovatively about sponsor needs, product / service development, coordinated marketing efforts and effective sales positioning / presentations.</li><li> Ability to understand DB and DCNQ products/ technical specifics, including Actuarial, related Investment (LDI, other) and supporting Administrative services.</li><li> Participating as part of multi-product combination sales efforts (DB Actuarial, DB / DC Administration).</li><li>Others respond successful to your influence, mentorship and process design / execution.</li><li>Prospecting and selling skills, instilling confidence and capability in associates without extensive sales strengths or experience.</li><li>Sales discipline and pipeline management skills</li></ul>The Value You Deliver<ul><li>Collaborating with Consultants, Actuaries, Relationship Managers, and other Sales Account Executives to identify viable prospects and build new opportunities;</li><li>Engaging sponsors directly (including activity-based prospecting of external prospects) and close deals.</li><li>Working with Actuarial leads and assigned actuaries to identify and target opportunities.</li><li>Mentoring and developing new business development capabilities, process and organization among Actuaries</li><li>Maintaining detailed understanding of the technical aspects of Defined Benefit Actuarial and positions Fidelity’s product in an effective manner.</li><li>Working with external DB Consultants (including Actuarial SMEs) to promote Fidelity’s capabilities.</li><li>Delivering presentations and materials describing product features, concepts and process in a language that is significant to the client audience.</li><li>Efficiently documents activity and ensures clean and accurate data is collected in CRM to successfully lead sales process.</li></ul>The base salary range for this position is $125,000 - $150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

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