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<br><h4>Description</h4><strong>The Role</strong><br> The Analyst role is a crucial part of the Carrier Management Team as we look to help millions of Americans make Medicare decisions. You will support our team as we look to expand our business nationwide. Key attributes that make up a successful Analyst are highly motivated, “self-starters” with a sense of ownership and are driven to succeed. You are successful working individually as well as within a team structure.<br><br> The role will include analyzing data and market trends to meet business objectives, research on insurance carriers and state regulations, assisting in support to our sales team, sales team onboarding, updating guides, cheat sheets, and reference materials for the sales teams, and various other projects as they arise.<br><br><strong>The Expertise and Skills You Bring</strong><br> Experience <ul><li>Bachelor’s degree or equivalent experience </li><li>Experience in project management, operations, and data analysis preferred </li><li>Proven experience in requirements gathering, process documentation, and business analysis </li><li>Proven analytical, critical thinking, and problem-solving skills </li><li>Experience in the healthcare industry or Medicare is preferred, but not required </li></ul><strong>Skills</strong><ul><li>Superb communication skills that include an ability to actively listen, ask clarifying questions, and show an understanding of the needs of the stakeholder </li><li>Ability to handle multiple tasks simultaneously and remain focused with a positive demeanor when faced with unexpected situations, demanding business partners, and/or changing conditions </li><li>Strong computer and application skills, including Microsoft Office, SharePoint, and Zoom </li><li>Ability to make recommendations based on data analysis </li><li>Ability to find opportunities to drive business and process improvements </li><li>Ability to translate business requirements to viable business solutions </li><li>Strong decision making skills and follow-through </li><li>A passion for collaboration and building productive working relationships with internal and external business partners </li><li>Excellent professional interpersonal skills </li><li>Enthusiasm, energy, execution, and eagerness to learn </li></ul><strong>The Team</strong><br> The Carrier Management Team enables our sales team to be able to offer Medicare coverage solutions to our customers. We do this by partnering with insurance carriers, overseeing the licensing and contracting process, and developing our carrier relationships. Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. We are a health insurance broker, selling plans from insurance carriers.                                                            <br>

Fidelity TalentSource

Business Analyst

<br><h4>Description</h4><strong>The Role</strong><br><br> As a Senior Business Analyst, you will join a team of enthusiastic Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad.<br><br><strong>The Expertise and Skills</strong><ul><li>Education BS or BA Required </li><li>Experience: <ul><li>5 – 7 years of Business Analysis experience required <ul><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li></ul></li></ul></li><li>The ability to critically analyze complex business requirements/product issues. </li><li>Proven understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired. </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories. </li><li>Ability to function at an elevated level in an exciting Agile work environment. </li><li>Strong technical skills and an ability to apply them in an analytical process. </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure. </li><li>Advanced skills in MS Word, MS Excel, and MS Access </li></ul><strong>The Value You Deliver</strong><ul><li>Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint. </li><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions. </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design. </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities. </li><li>Perform root cause analysis when issues arise before and after code migrations. </li><li>Assist with training, mentoring, and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad. </li></ul><strong>Company Overview</strong><br> At Fidelity, we are enthusiastic about making our financial expertise universally 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.                                                            <br>

Business Center Specialist- Col of Health Sci Dean's OfficeJob ID: 13405Location: 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.Position InformationHiring Department: Col of Health Sciences Dean's OfficePosting 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: $35.568 annually, commensurate with experience and education.Required Application Materials:• Resume• Cover Letter• List of three referencesThe 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 PositionUnder limited supervision and with considerable latitude for the use of initiative and independent judgment, coordinates and directly supports the business process functions of a Business Center, which provides various financial, analytical, and business process transactional services to faculty and staff within area of assigned responsibility.Essential FunctionsReceives, reviews, analyzes and processes a variety of complex business, financial and payroll/personnel related transactions into a variety of the University software systems. Transactions include a combination of accounting (posting and reconciling), budget development and monitoring, purchasing, inventory, records management and project scheduling. Prepares, analyzes and creates statistical, financial and various other reports.Implements and adheres to established goals, policies, and priorities for the Business Center. Assists internal and external customers with resource allocation, HR modeling and other analyses. Communicates policies, procedures, and practices to all customers.Analyzes and documents business processes and systems of controls; provides recommendations to improve effectiveness, efficiency, and data integrity across all functional areas through detailed analysis of reports, business processes, and systems of control; considers relative costs and benefits of potential actions to choose the most appropriate and cost effective method. Communicates improvements to functional leads.Examines budget estimates for completeness, accuracy, and compliance with procedures and regulations; compiles and analyzes financial information to post entries to accounts in automated finance system; allocates expenditures, encumbrances, receipts, receivables, etc., based on reports and schedules; performs statistical analysis to determine trends; reviews and processes requisitions; confers with department for clarifications and specifications, and preferred supplies; ensures products or services are compatible with university networking systems; confers with vendors to obtain product or service information such as price, availability, and delivery schedule.Coordinates recruitment and hiring efforts for exempt and non-exempt personnel; creates employment requisitions for posting; reviews applications and related documentation.Ensures timely and accurate processing of all personnel actions in automated HR system to include, but not limited to, creating and submitting documents/ requests via respective institutional systems, in accordance with established University and Human Resource Services policies and procedures; provides informational assistance to prospective and current employees regarding the university; collaborates closely with Human Resource Services regarding employee relations and compensation matters.Identifies and resolves issues, concerns, discrepancies, problems, and inconsistencies, determining appropriate corrective procedures.Maintains a high degree of confidentiality and ensures safety of all confidential and sensitive information this position is privy to.Acts as liaison between departments and internal or external customers; interacts with clients by telephone, electronically or face to face to identify and support their transactional needs/requirements; proactively engages customers through reporting and personal responses; obtains, researches and evaluates all relevant information to handle inquiries and complaints; responds promptly to customer inquiries/requests; handles and resolves customer complaints; elevates unresolved issues to the appropriate resources; manages client expectations and provides consistent client updates; keeps records of client interactions, transactions, and actions taken; communicates and coordinates with internal departments as needed to resolve client issues.May participates in various committees, professional trainings, industry conferences, and conventions.Works extensively with all MS Office suite products, Human Resource and Finance ERP systems, specifically Peoplesoft, and other institutional software systems, such as Banner Hyperion, etc.Complies with all federal, state and local laws, and University of Texas System, Regental, and UTEP policies.Other duties may be assigned.Supervisory Responsibilities: No supervisory responsibilitiesQualificationsTo 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: One-year related experience to the statement of duties and responsibilities; or equivalent combination of education and experience.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 10 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/6160580jeid-1d4fe5702fa00648a34dd44288a7ae87" target="_blank">https://apptrkr.com/6160580jeid-1d4fe5702fa00648a34dd44288a7ae87</a>

The University of Texas at El Paso

Business Center Specialist- Col of Health Sci Dean's Office

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p>As a Managing Director, you will be responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business will be comprised of clients with a range of complexities, challenges and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.</p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.</p><p><strong>Licensing and Experience</strong></p><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</p></li><li><p>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</p></li><li><p>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</p></li></ul><p><strong>Key Responsibilities </strong></p><ul><li><p>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</p></li><li><p>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</p></li><li><p>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</p></li><li><p>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</p></li><li><p>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</p></li><li><p>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</p></li><li><p>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</p></li><li><p>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</p></li></ul><p><strong>Strategic Book Management</strong></p><ul><li><p>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</p></li><li><p>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</p></li><li><p>Differentiates Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</p></li><li><p>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</p></li><li><p>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</p></li><li><p>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</p></li><li><p>Provides analysis and advice to resolve the needs of internal/external customers.</p></li><li><p>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</p></li><li><p>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</p></li></ul>The base salary range for this position is $90,000-$204,000 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>Relationship Management

Fidelity Investments

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a critical position within the firm, acts as the primary strategic contact for Fidelity’s largest and most valuable custody clients. Develops a detailed understanding of client's business and strategic initiatives to develop a proactive engagement plan that enhances overall relationship and includes positioning of Fidelity solutions and products. Responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative to broader Fidelity enterprise. Consults on industry trends, products, platforms, technology and regulatory matters. Strategically engages with senior leaders within Fidelity.</p><p>Job Responsibilities</p><ul><li><p>Contributes to segment and organizational goals/initiatives around growth, profitability, client satisfaction and retention.</p></li><li><p>Employs a client engagement model and strategy, ensuring the right activities, level of engagement and resource consumption based on client value.</p></li><li><p>Conducts regular client business reviews to discuss and develop the overall Fidelity relationship.</p></li><li><p>Drives executive leadership engagement at Fidelity events and keeps firms apprised of topical events/webinars to support staff development and growth.</p></li><li><p>Drives asset growth by identifying and competing for new assets and securing Fidelity as preferred custodian.</p></li><li><p>Develops a deep understanding of client business model, evaluating key aspects of their business, and leveraging consulting and discovery tools and best practices to develop the overall Fidelity relationship.</p></li><li><p>Aligns Fidelity and trusted third-party resources to meet client business needs.</p></li><li><p>Positions Fidelity investment and platform products/solutions, introducing Fidelity subject matter experts, advancing opportunities, and driving adoption.</p></li><li><p>Identifies and implements additional revenue sources within client relationships to increase overall revenue.</p></li><li><p>Manages client profitability and key business metrics, ensuring healthy client economics, seeking ways to improve.</p></li><li><p>Documents client activities, business opportunities and all communications with clients on a timely basis.</p></li><li><p>Highlights Fidelity events and webinars and drives attendance.</p></li><li><p>Proposes and coordinates consulting engagements with Fidelity subject matter experts based on business need (e.g., Practice Management, Technology, Investments).</p></li><li><p>Oversees client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</p></li><li><p>Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).</p></li><li><p>Cultivates collaborative relationships with key internal business partners.</p></li><li><p>Fosters sharing of best practices across the segment and broader organization. Recommends product/service improvements.</p></li><li><p>Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials).</p></li></ul><p><strong>The expertise and skills you bring</strong></p><ul><li>10-15 years successful sales or relationship management experience in the financial services industry. Strong knowledge of the RIA, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.</li><li>Prior leadership experience</li><li>BS Degree required</li><li>Series 7 &amp; 63 required</li></ul><p><strong>The Team</strong></p><p>Institutional Wealth Management Services (IWMS) helps wealth management firms and institutions navigate the changing industry landscape to grow their businesses and meet their clients’ financial needs. In addition to our insights, expertise and exceptional client experience, we provide investment and technology products and solutions, clearing and custody services, and institutional trading products, services and execution to thousands of firms.</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>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>

Vice President, Senior Relationship Manager

<h3>Job Description:</h3><p>The Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and hardworking professional to join the team! You will help strengthen Fidelity’s control environment by documenting effective controls, drive efficiencies in the testing of controls supporting multiple compliance programs by minimizing redundancy and identify innovative use cases for leveraging testing. You will personify the Fidelity Leadership Principle Thinks and Works across Fidelity by collaborating with multiple Business Units, Risk, and Compliance groups.</p><p><strong>The Senior Risk Manager Role</strong></p><p>We have set standards for performing risk assessments &amp; controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes<strong>. </strong>This position within the CoE team is accountable for developing and maintaining control standards, sustaining control inventory, writing strong control statements, identifying innovative approaches to test these controls and educating control owners on best practices. The Senior Risk Manager will also play a key role in leading team initiatives!</p><p><strong>The Expertise You Have</strong></p><ul><li>Bachelors’ Degree or equivalent with 7+ years of experience in financial services, risk management, audit, or compliance</li><li>Demonstrated experience in performing risk assessments and testing controls</li><li>Ability to identify risks and document strong controls while also maintaining control attributes to ensure the continued optimization of the control environment supporting regulatory compliance</li><li>Solid understanding of regulatory requirements applicable to registered investment advisers and registered investment companies</li><li>Understanding of alternative investment products, such as direct lending, crypto, and real estate a plus</li><li>Confirmed problem solving, analytical, organizational, and project management skills</li><li>Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners</li><li>Thrive in a dynamic organization where priorities shift to respond to business needs</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You are accountable for delivering high quality results in an accurate and timely manner</li><li>You are skilled in documenting and maintaining robust control statements</li><li>You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes</li><li>You have excellent verbal and written communication skills</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Promote a strong control environment by documenting robust risk and control statements, managing overlap with other compliance programs to promote a philosophy of test once, leverage multiple times, and making sound recommendations for improvement</li><li>Work simultaneously on multiple projects and shift accordingly as priorities change</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Participate in initiatives to improve existing processes within the Risk team and champion an inclusive team environment</li><li>Collaborate to achieve the best results for the team and Fidelity</li></ul>The base salary range for this position is $81,000-$137,000 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><h3>Category:</h3>Risk

Senior Risk Manager

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>Come join the Workplace Investing Scrum Master Chapter! As a Scrum Master you blend deep scrum expertise with a passion for mentoring, coaching, and continuous improvement. As part of highly collaborative agile team(s), you will advise on performance against agile values, practices, metrics, and processes to accelerate value delivery. In partnership with the Product Owner, you will maintain a backlog, help to remove impediments, and ensure effective agile events. You will support the team by engaging with all team members and product area leadership to reinforce and embed an agile approach and principles into the day-to-day work. This role often requires coordinating the efforts and releases of multiple systems teams with interdependencies to deliver a seamlessly integrated solution to our customers.</p><h3>The Expertise and Skills You Bring </h3><p>Here are the key skills and areas of expertise that are critical for success in this role:</p><ul><li>Bachelor’s Degree/undergraduate degree/equivalent preferred</li><li>Introductory scrum master certification required; advanced certifications preferred.</li><li>Substantial experience working with or in agile teams with good understanding of agile practices and tools (Jira, Kanban, Lean), technology, and value delivery for customers</li><li>Experience leading new programs, where research and experimentation are required to develop a backlog and roadmap.</li><li>Adaptable and highly organized. Thrives in uncertainty with a strong ability to bring order to chaos.</li><li>Able to effectively communicate to all levels, from facilitating technical meetings to summarizing updates for senior leadership.</li><li>Working closely with the Product Owner to plan and complete the highest priority work as per the product roadmap through well-executed sprints</li><li>Accelerating overall team performance, efficiency and value delivered by engaging within and across teams to find opportunities to improve agile maturity and metrics, and providing coaching, training, and resources</li><li>Ensuring agile events are planned for and effective (e.g. sprint planning, daily meetings, retrospectives and as appropriate, scrum of scrums)</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the team members and transparency to other partners</li><li>Organizing and presenting ideas and information logically and concisely to a variety of audiences</li><li>Handling multiple, competing priorities simultaneously</li><li>Coaching and mentoring complex teams</li><li>Participating in a community of practice, providing scrum knowledge to members of your product area and identifying opportunities for continuous improvement within the product area.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>The Team </h3><p>The Workplace Investing Scrum Master Chapter is committed to coaching, developing, and empowering Scrum Masters to lead development teams that embrace the agile mindset. We have established a learning culture that amplifies best practices, delivers consistent, predictable, and impactful results, celebrates diversity and inclusion, creates a safe and respectful environment, and provides career guidance and mobility opportunities for Scrum Masters. We build trusted, collaborative relationships with our product and technology partners across Fidelity and embrace customer-focused methodologies that enable innovation and drive valuable product delivery. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project 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>

Scrum Master - Workplace Investing

<h3>Job Description:</h3><h3>Fidelity Workplace Consulting is responsible for bringing innovative solutions and products to Fortune 1000 clients. We help employers assess and improve the effectiveness of their workplace programs, employee engagement, plan design and strategies that deliver measurable return on investment. As the workplace landscape evolves, so do we.</h3><p>We offer comprehensive and innovative solutions by leveraging the Fidelity resources and exclusive data of the clients and participants we serve. We can provide a better return on the client’s benefits investment, where our implemented solutions will provide a state of continuous improvement and affordability to drive value for them and their participants. The top tier principle we strive for every day is customer obsessed.</p><h3>The Role</h3><p>The Operations Program Manager will report into the VP of Planning &amp; Operations supporting a broad range of responsibility for the organization, contributing to the overall quality, proficiency and effectiveness of the Workplace Consulting infrastructure. The Operations Program Manager will be a key member of the operations team to help build and oversee a strong infrastructure by evaluating, improving, and ensuring compliance of office policies, best practices, onboarding, trainings and internal communications, and more. Like the products and services, we provide to our clients, the role of the operations team and how we support consulting will evolve as our business needs evolve.<br> </p><p><strong>The Value You Deliver</strong></p><ul><li>Supporting office process improvement initiatives and execution oversight specifically related to contracts, risk &amp; compliance and governance</li><li>Ensuring office adherence and compliance across the organization</li><li>Helping to identify gaps and collaborating with management team on making those connections to streamline and automate our office infrastructure</li><li>Supporting onboarding and associate training efforts to continue to create awareness and build talent engagement and proficiency</li><li>Coaching and advocating for new tools and changes that evolve</li><li>Overseeing the internal communication channels and ensuring timeliness and continued engagement</li><li>Assisting with the planning and execution of office events and leadership meetings</li></ul><h3>The Experience and Skills You Bring</h3><ul><li>Bachelor's degree in business, communications, legal studies, or similar</li><li>2-4 years of working experience with contracts, risk and/or compliance recommended</li><li>Proficient with systems like Oracle, CMS, DocuSign, Salesforce, and other similar like tools</li><li>Ability to take complex concepts and transform into digestible and reader-friendly materials that is clean, compelling, professional, and consistent to Fidelity’s brand</li><li>Attention to detail and commitment to quality deliverables</li><li>Ability to manage multiple incoming priorities in a deadline-driven environment without compromising quality, standards and follow up; time management and prioritization are important</li><li>Success in collaboration and forming relationships; experience working in a team environment across varying levels and with others across the firm</li><li>Adapts quickly to change and adopts feedback; ability to be nimble and flexible as workplace demands change</li><li>Be resourceful in finding the right answers; as well as be a resource for consultants to depend on to collaborate and deliver</li><li>Strong work ethic and a calm demeanor</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project 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>

Operations Program Manager

<h3>Job Description:</h3><p>Are you passionate about solving the pain of income insecurity for America’s workers? Do you love inspiring, motivating, and coaching “athletes” who are the future stars in their chosen profession? If the answer to both questions is “yes” then this is the right role for you!</p><h3>The Team</h3><h3>Fidelity Workplace Investing’s Core Market Sales is a collaborative, conscientious, fast paced and exciting environment! We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. This role is part of a phenomenal team of sales leaders who are collectively responsible for leading the Regional Account Executives within Fidelity’s Workplace Core business. In this role you will have direct responsibility for a team of hard-working sales professionals who bring the value of Fidelity’s retirement solutions to advisors and prospects in the $1-7M plan market in the Western United States. The team you will lead primarily sells through virtual meetings (Zoom), but also travel in their territory once per quarter. You will be an important leader on the Core Sales team with ownership and responsibility for strategy, execution, and sales results.</h3><h3>The Expertise You Have</h3><ul><li>Track record of building high performing, diverse, and collaborative teams</li><li>Love of coaching, development, and mentoring</li><li>A strong sales process mentality combined with a dynamic and flexible operating style</li><li>Series 7, 63 &amp; 24 licenses need to be acquired upon accepting the role</li><li>Previous sales leadership experience and knowledge of the retirement benefits landscape are highly desirable</li></ul><h3>The Skills You Bring</h3><ul><li>Excellent mentoring practices that are proven to accelerate the skills of sales professionals</li><li>Phenomenal listening &amp; communication / story-telling skills that foster trust with advisors, clients, business partners, and team members</li><li>Strong relationship skills that help you collaborate with business partners internally and externally</li><li>Creative problem solving with an ability to combine analytical and critical thinking</li><li>Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities</li><li>Curiosity about people, business, economics, and our product solutions</li></ul><h3>The Value You Deliver</h3><ul><li>Crafting an environment for our associates that enables and motivates them to do their best work</li><li>Serving our Core advisor partners and clients in ways that support their ability to grow and provide excellent experiences for their clients and employees</li><li>Collaborating with business partners across Fidelity to advance Fidelity’s brand and operating quality</li><li>Spreading a growth mindset and abundance mentality across our teams</li></ul><h3>Certifications:</h3><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>

Vice President, 401K Sales Manager

<h3>Job Description:</h3><p><strong>Are you ready to use your life experience to make a bigger impact?</strong></p><p>Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. <strong>Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan?</strong> We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.</p><ul><li>Robust &amp; formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients</li><li>Structured study sessions working to obtain your Series 7 &amp; Series 66 licenses</li></ul><p>Whether you’re new to the industry or returning to a career in financial services, you’ll receive </p><ul><li>Customized coaching and development for a career in financial planning</li><li>Generous, predictable compensation throughout the program</li></ul><p><strong>Starting over or starting again - let us support you.</strong></p><p>Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. </p><p>The <strong>Experience</strong> We’re Looking For</p><ul><li>5 or more years of successful sales experience in another industry</li><li>Keen ability to present complex solutions or products to a sophisticated client base</li><li>Degree and/or other professional certifications highly preferred, but not required</li></ul><p>The <strong>Skills</strong> You Bring</p><ul><li>Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future</li><li>You are comfortable working in an energetic sales environment</li><li>Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive</li><li>Motivated by results, you take initiative and exceed expectations</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting our client 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>Continue to make a positive impact on your community while honing your professional skills and experience</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. At Fidelity, you’ll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You’ll be making a difference while moving your career in an exciting new direction!</p><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>

146 Project Management / Professional Services Jobs in Texas