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<h3>Job Description:</h3>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</li><li>Financial Services experience, we recommend five years</li><li>Degree and/or other professional certifications such as CFP are helpful</li></ul><h3>The Purpose of Your Role</h3>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.<h3>The Skills You Bring</h3><ul><li>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</li><li>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</li><li>Your subject matter expertise will be used to address unique and complex client service requests</li><li>Your appreciation for working in a dynamic and collaborative environment</li><li>Assurance that portfolios remain in accordance with compliance guidelines</li></ul><h3>The Value You Deliver</h3><ul><li>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</li><li>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</li><li>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</li><li>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</li><li>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</li><li>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</li></ul><h3>How Your Work Impacts the Organization</h3>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship 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.

Fidelity Investments

Wealth Management Planning Consultant - Central South (Texas)

<h3>Job Description:</h3><h3>Job Description:</h3>The Central Reporting &amp; Audit Analyst is part of a team that executes and delivers reports both for internal and customer use. The Central Reporting &amp; Audit Analyst is responsible for designing, building &amp; generating reports where the data sources may span a broad number of systems and data source including inputs from customers and third-party vendors.In this role, you will deliver report and/or report results to the requestor in a clear and timely fashion. You will think and work across Fidelity by partnering with others to ensure a full and complete understanding of the criteria and output requirements, source data and end user expectations.<h3>The Team</h3>In this role, you will help ensure that internal and external customers receive the results they need on time and accurately. We are seeking a candidate with a strong time management, requirements documentation, data visualization and technical skills, who can thrive in a challenging, fast paced team environment.Critical thinking to perform report and audit requirements executing on documented procedures to deliver clear results. We are looking for someone who is driven to implement innovative solutions to address customer needs.Outcome Accuracy to facilitate key business decisions and service delivery quality. This includes partnering with the business to learn about their processes and understand where data is housed across multiple systems, translating request needs into requirements, and ability to test / deliver clear, accurate results.<h3>The Expertise You Have</h3><ul><li>Bachelor’s degree preferred</li><li>2+ years of relevant experience</li><li>Strong problem-solving skills</li><li>Ability to understand and execute on documents reporting and audit needs with accuracy</li><li>Strong knowledge of SQL, MS Access, MS Excel, Alteryx, Knime</li><li>Positive attitude and results-oriented approach</li><li>Strong presentation, written, and interpersonal communication skills</li><li>Knowledge of Fidelity Health Care Operations preferred</li><li>Understanding of HOBS, Populates, FHB, CWE, Snowflake and WIDE data structures and dictionaries</li><li>Working knowledge of Agile methodologies</li></ul><h3>The Skills You Bring</h3><ul><li>Your strong communal working style with good interpersonal and relationship management skills</li><li>Your ability to take initiative; your actions and decisions are driven by customer needs</li><li>Your ability to utilize routine workflow and resources, understanding processing requirements, dependencies and criticalities</li><li>Your demonstrated excellent verbal and written communication, organization, and time management skills</li><li>Your drive to provide feedback for improvement of procedures</li><li>You can handle various tasks and priorities simultaneously</li><li>You can overcome unexpected obstacles with little or no supervision</li><li>You are willing to experiment and seek resources to learn, grow, and find solutions</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Value You Deliver</h3><ul><li>Executing on requests with extreme accuracy and timeliness with appropriate oversight</li><li>Collaborating with partners during the request process</li><li>Working with requestors to define needs and acceptance criteria</li><li>Defining, creating, and executing comparative data audits using one data source/system</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’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.

Analyst, Central Reporting & Audit

<h3>Job Description:</h3><h3>The Role</h3>We are seeking a strategic and analytical leader to head our People Analytics team and take it to the next level. In this role, you'll use data to improve our employee experience and support business goals. You'll work with HR, leadership, and other teams to create and implement data-driven strategies.<h3>Key Responsibilities</h3><ul><li>Lead the People Analytics team to deliver high-quality insights and recommendations.</li><li>Manage a complex portfolio of work and balance it to achieve strategic objectives.</li><li>Proactively innovate and identify areas where data and analytics could improve business and talent processes.</li><li>Analyze employee data to uncover trends and inform decision-making.</li><li>Create and maintain dashboards and reports to track HR metrics.</li><li>Provide actionable insights to improve employee engagement, retention, and performance.</li><li>Ensure data integrity and compliance with data privacy and governance requirements.</li><li>Stay current with industry trends and best practices in people analytics.</li></ul><h3>Critical Attributes for Success</h3><ul><li>Technical Acumen: Proficiency in managing databases, data pipelines, and systems. Ability to navigate business nuances and technical aspects of data management.</li><li>Data Storytelling: Expertise in translating data into meaningful trends and narratives. Ability to synthesize data implications and business impact beyond mere description. Apply strategic frameworks to simplify complexity and communicate important implications to executive audiences.</li><li>Analytical and Detail-Oriented: Strong numerical and analytical skills. Keen attention to detail and understanding of the underlying numbers.</li><li>Executive Presence and Presentation Skills: Ability to interface with senior leaders. Strong presentation skills and the ability to manage complex analyses and drive collaborative outcomes.</li><li>Consultation: Ability to work with stakeholders to understand intended business outcomes, translate them into analytical work, and collaborate to achieve the desired results.</li></ul><h3>Qualifications</h3><ul><li>Proven track record in a technical field with expertise in IT systems, database management, and data integration.</li><li>Proficiency in data analysis tools (e.g., SQL, Python, R).</li><li>Experience managing a team.</li><li>Excellent communication skills.</li><li>Strong analytical and problem-solving abilities.</li><li>Ability to work collaboratively with cross-functional teams.</li><li>Strong leadership and project management skills.</li><li>Experience in social psychology or a related field is a plus, but not required.</li></ul><h3>The Team</h3>Our people analytics team and program are among the best in the industry, with only a few others reaching a similar level of maturity and sophistication. We pride ourselves on delivering top-tier, balanced, data-driven insights that drive meaningful business outcomes.The base salary range for this position is $124,000-$262,000 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Head of People Analytics Decision Support

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference. We offer team members: <ul><li>Careers with purpose</li><li>Teamwork environment</li><li>Amazing 401K Retirement Plan</li><li>Envision Paid Life Insurance</li><li>Medical, Dental, Vision, FSA Plans</li><li>10 Paid Holidays</li><li>PTO &amp; Vacation</li><li>Tuition Reimbursement</li></ul> ➡️ $1,500 SIGN-ON BONUS!&nbsp; POSITION SUMMARY The Optometric Clinic Coordinator is a multi-faceted role responsible for coordinating daily patient activities for the Envision Dallas Vision Rehabilitation Clinic, its providers, and the Envision Everyday store on site. &nbsp;&nbsp;Daily tasks will vary from processing referrals, to setting and confirming appointments, to creating and preparing charts, performing insurance verification, and processing patient copays, as well as direct patient care to include performing intake, pretest, and specialty instrument testing such as visual field, and SLO; assisting the doctor with patient care, ordering specialty glasses or devices, maintaining supplies, following up with patient progress, and other coordination of care processes to ensure the patient has a high quality experience from start to finish.&nbsp; The Optometric Clinic Coordinator must also ensure and maintain compliance with HIPAA, CMS, Texas Workforce Commission, grant funding requirements, and other regulatory guidelines and regulations. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE Optometric Technician <ul><li>Prepare exam rooms for patient care by stocking supplies and setting up and maintaining necessary equipment. </li><li>Take preliminary patient history and chart physician services as directed. Perform patient testing as instructed by physician. Testing includes but is not limited to the following: Scanning Laser Ophthalmoscope, Octopus Visual Field testing and iCare tonometry.</li><li>Communicate patient needs to other clinical staff during the evaluation process; inform medical receptionist or handle the needed scheduling for follow-up appointments based on plan of care for vision rehabilitation or referral back to primary care specialist. </li><li>Ensure that all patient questions have been answered and that they understand the treatment process. </li></ul> Clinic Front End <ul><li>Under the direction of the Rehabilitation Services Manager, the clinic coordinator ensures efficient and effective daily clinic flow &amp; non-clinical operations which includes but is not limited to taking patient phone calls &amp; triaging needs, low vision product support, patient scheduling, checking patients in and out, verifying insurance, ensuring adequate and required patient documentation is in place prior to appointments, making reminder calls and sending reminders through the mail.</li><li>Performs timely processing of patient referrals and authorizations, and appropriate tracking of said referrals.</li><li>Creates and updates patients’ electronic medical records.</li><li>Facilitates calls for medical information from doctors’ offices.</li><li>Promotes excellent customer service throughout clinic and all levels of staff while maintaining a professional workplace.</li><li>Supports the Rehabilitation Services Manager by pulling necessary reports from various electronic systems to be utilized in business decisions, grant reporting, huddles, etc. </li></ul> Billing and Insurance <ul><li>Supports revenue cycle management by performing local tasks that may include but are not limited to performing calls to insurance companies for required authorizations / verifications, entering charges into practice management software, and taking payments.</li><li>Communicate regularly with revenue cycle management to ensure that client ledgers are logged correctly and accurately according to CMS, and TWC billing guidelines.</li></ul> Envision Everyday Store <ul><li>Assists patients and customers with questions related to store inventory.</li><li>Rings out sales.</li><li>Prepares supplies for future patient appointments.</li><li>Supports the Rehabilitation Services Manager with store supplies and ordering, performing annual inventory.</li></ul> General Admin <ul><li>Maintains complete confidentiality of medical, financial, and proprietary data and information.</li><li>Ensures organization of both hard copy files and electronic files for clinic materials such as policies, procedures, forms, licenses, etc.</li><li>Ensures patient satisfaction, including troubleshooting when there is a complaint.</li><li>Assists the Rehabilitation Services Manager in identifying, developing, implementing, and maintaining clinic procedures, policies and process improvements.</li><li>Perform deposit preparation for Envision Dallas Rehabilitation Clinic.</li><li>Coordinates logistics for internal and external tours</li><li>Attends team meetings and performs all team and organizational training in a timely manner.</li><li>Assists with special projects, as assigned.</li><li>Personifies and promotes Envision’s core values of integrity, curiosity, passion, initiative, teamwork, and excellence.</li><li>Supports the Rehabilitation Services Manager in employee development and engagement activities.</li></ul><ul><li>Perform other duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: &nbsp; <ul><li>High school diploma or GED equivalent required.</li><li>Certified Optometric Technician or Ophthalmic Technician preferred.</li></ul> Experience: <ul><li>A minimum of two years’ experience in optometry or ophthalmology, as a technician, required. </li><li>Experience with Electronic Medial Records (EMR) or optometric practice management software required;knowledge of CompuLink Advantage a plus.</li><li>Experience in medical diagnostic coding preferred. </li><li>Experience in clinic operations preferred.</li><li>Retail experience and/or working with a point-of-sale system a plus.</li></ul> Knowledge/Skills: <ul><li>Bilingual English/Spanish preferred</li></ul><ul><li>Proficient in Microsoft Suite (Word, Excel, Teams, SharePoint, PowerPoint, and Outlook)</li><li>Ability to multi-task or switch tasks and quickly reprioritize tasks in a fast- paced clinic environment.</li><li>Excellent organizational skills and attention to detail; position requires prioritizing tasks and working independently while also staying team oriented and working collaborative when needed </li></ul><ul><li>Knowledge and experience with insurance and billing, and/or general accounting a plus.</li><li>Working knowledge of HIPAA confidentiality and privacy policies required.</li><li>Ability to communicate effectively and professionally with clinicians, patients, patient’s family members, clinic staff, administration, insurance payers, referring physician offices and the public.</li></ul><ul><li>Must be sensitive to patient issues and treat all patients with dignity, respect and kindness while maintaining the upmost confidentiality for each patient per Envision policy. </li></ul> Licenses/Certifications: <ul><li>Current Certified Para optometric (CPOA) or Certified Ophthalmic Assistant (COA) preferred. </li></ul><ul><li>Current CPR/First Aid certification or ability to obtain within 30 days of hire required. &nbsp;</li></ul><ul><li>Current American Board of Optician (ABO) or Certified Ophthalmic Technician (COT) certification preferred. </li></ul> SUPERVISORY RESPONSIBILITIES Total Number of Employees Directly Supervising: 0 Number of Subordinate Supervisors Reporting to Position: 0 VISION REQUIREMENTS INCLUDE Can be performed with or without assistive technology: &nbsp; X&nbsp; &nbsp;&nbsp;&nbsp;Required to perform activities such as: preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact. ___Required to perform activities such as: operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery. &nbsp; X&nbsp; &nbsp;&nbsp;&nbsp;Required to review/inspect own assigned work, the work of others, or facilities or structures. Requires normal (or corrected to normal) vision/acuity: ___&nbsp;&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. “To improve the quality of life and provide inspiration and opportunity for people who are blind or visually impaired through employment, outreach, rehabilitation, education and research." Envisions Core Values are the authentic, unwavering principals that define and support our culture.&nbsp; &nbsp; <ul><li>Integrity&nbsp;</li><li>Curiosity&nbsp;</li><li>Passion</li><li>Initiative</li><li>Teamwork</li><li>Excellence&nbsp;</li></ul> COMMENTS Envision, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without illegal discrimination because of race, color, sex, age, gender identity, disability, religion, citizenship, national origin, ancestry, military status or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics and genetic information, and any other status protected by law. Envision employs and advances in employment individuals with disabilities and veterans, and treats qualified individuals without discrimination on the basis of their physical or mental disability or veteran status. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. This position description is intended to convey generally the duties of this job.&nbsp; It is not an all-inclusive listing of duties, and it is not a contract, expressed or implied. PHYSICAL REQUIREMENTS INCLUDE In an average workday, employee must: Task None Occasional Frequent Constant Stand X Walk X Sit X Bend/stoop X Climb X Reach above shoulders X Squat/crouch/kneel X Push/pull X Lift X Usual amount X &lt;10 lbs 11-25 lbs 26-50 lbs 51+ lbs Carry X Usual amount X &lt;10 lbs 11-25 lbs 26-50 lbs 51+ lbs Employee must use hands for repetitive action such as: Task Right Hand Left Hand Simple grasping Yes Yes Firm grasping No No Fine manipulation Yes Yes WORKING CONDITIONS INCLUDE In an average workday, employee is exposed to: Task None Occasional Frequent Constant General shop or store conditions X General office environment X Humid, extreme hot/cold temps (non-weather) X Outdoor weather conditions X Fumes or airborne particles X Fluorescent lights X Moving, mechanical parts X Toxic chemicals X Loud noise intensity levels X Risk of electrical shock X Travel for job X

Envision

Clinic Coordinator

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-TomballLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Founded in 1988, Lone Star College-Tomball is the third oldest college in the LSC system. LSC-Tomball offers a wide range of academic and workforce programs and is a leading college in the health sciences. LSC-Tomball is the founding college of the lifePATH® program, a four-year degree for adults with cognitive disabilities. LSC-Tomball enjoys a joint library partnership with Harris County Public Library, and we offer an early college high school with the Tomball Independent School District.Location address is 30555 Tomball Parkway, Tomball, TX 77375.Job DescriptionPURPOSE AND SCOPE:The PT Coordinator I, Student Life is responsible for coordinating general functions in Student Life. Functions may include coordination of service, purchasing, delivery of materials, events, or resources. May be responsible for tracking budget expenditures or other items and/or services. Uses excellent customer service skills in contact with college students, staff, faculty, and community members. The Coordinator I reports to Program Manager for Student Life, and must maintain ongoing and effective communication with key student services personnel for the centers. This person may also be asked to assist with special projects as assigned by the Office of Student Life.ESSENTIAL JOB FUNCTIONS:<ul><li>Schedules events and meetings; maintains Student Life activities special events calendars</li><li>Assesses student needs at North Harris and the centers to guide the development of Student Life events to meet those needs</li><li>Coordinates catering, technology, and facilities needs for Student Life events</li><li>Purchases supplies and promotional specialty items for Student Life office and student organizations</li><li>Assists in Student Life budget planning process by tracking budget expenditures and monitoring student organizations' budget tracking process</li><li>Assists student organizations in completing essential paperwork for student travel and event planning</li><li>Assists with maintenance of Student Life website, assisting student organizations with advertising events and meetings</li><li>Promotes development of student organizations at North Harris and the centers, and assists students in the creation of new student organizations; provides essential training for student organization members and sponsors</li><li>Disperses Student Life related information to students; creates promotional flyers for Student Life events; maintains campus bulletin boards and Student Life poster frames throughout campus</li><li>Responsible for other reasonable, related duties as assigned</li></ul>KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>Proficiency with common office software (i.e. Microsoft Word, Excel, Access, Outlook, etc.)</li><li>Exemplary people and communication skills are critical</li><li>Ability to create and display PowerPoint presentations</li><li>Time management and strong organizational skills; ability to prioritize and respond in a timely fashion</li><li>Excellent customer service skills</li><li>Demonstrated ability to build and maintain relationships and positively serve a diverse population</li><li>Ability to prioritize own work and to work with minimal supervision and maintain confidential information</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE AND CONDITIONS: <ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>High school diploma or GED equivalent and at least 1 year of related work experience, or an equivalent combination of education and experience</li></ul>SalaryHourly Pay Rate is $17.06Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment, excellent work/life balance, tuition waiver, participation in a tax deferred retirement plan and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Part-Time Coordinator I, Student Life

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.

Financial Representative- Austin, TX (Downtown)

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission togrow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Fidelity TalentSource

NPO Outreach Specialist

<h3>Job Description:</h3>The RoleAs a Director, Customer Solutions you will work within the Lifetime Financial Help Product Area as a member of the Customer Solutions Chapter. Along with the Retirement Income Squad Leader, you will focus on enabling new retirement features and offerings in a complex environment which requires collaboration with a broad array of internal partners. Directors in Customer Solutions must be highly motivated leaders, “self-starters” with a sense of ownership, and a strong desire to succeed.The Expertise and Skills You Bring<ul><li>Ability to identify, define and articulate strategic product initiatives/roadmaps for the squad</li><li>Building positive relationships with partners in a highly matrixed organization and having the ability to influence and inspire colleagues across the organization without formal authority</li><li>Effectively present information and roadmap progress to Product Area and Domain leadership</li><li>Accountability in ensuring the features delivered meet customer needs and bring the product vision to life</li><li>Self-starter who can translate strategic goals and ideas into action quickly, conceptualizing, developing and delivering strategies that meet customer needs</li><li>Strong technology background with the ability to actively participate in detailed discussions, helping make technical trade-offs</li><li>Understand Workplace Investing business and organizational structures</li><li>Excellent strategic and critical thinking, analytical and problem-solving skills</li><li>Outstanding listening, communication and facilitation skills</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster</li><li>Agile mentality; experience with Jira or similar Agile backlog management tool preferred</li><li>Bachelor’s degree or equivalent years of experience required; MBA preferred</li><li>Proficient in MS Word, Excel, Mural and PowerPoint</li></ul>​The TeamThe squad is focused on evolving the Fidelity Retirement Income Offering to better align products and solutions to the needs of our participants and plan sponsors. The squad resides within the Lifetime Financial Help Product Area and the Workplace Investing Strategy Planning &amp; Advice Domain whose mission is to equip plan sponsors and participants with the tools and knowledge to achieve financial well-being. The team works across workplace and external partners to deliver on this focus. Additionally, as a member of the Customer Solutions Chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.<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.

Director, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3>The RoleThis is a key leadership position which will head the Fraud Risk Management function across the Fidelity enterprise. The role will be responsible for driving an effective 2nd line risk oversight function for fraud, in close partnership with 1st line Fraud Operations teams and Business Units across the firm. This position is for a proven leader who is looking for a dynamic and challenging opportunity to lead the strategic development and execution of a robust Fraud Risk function.The Expertise and Skills You BringThis role requires expertise in fraud risk management and broader operational risk management programs. Candidates should be adept at prioritizing fraud risk focus areas in the deployment of enterprise-level fraud risk framework.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Coordinate fraud risk incident management, including assuring end-to-end risk remediation.</li><li>Develop overall policies related to fraud risk management.</li><li>Conduct risk assessments and control testing / validation.</li><li>Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.</li><li>Fraud risk advisory support in the development of new products, services, and key business projects.</li><li>Provide strong representation of Fraud Risk in senior governance forums and processes – including risk committees and steering groups for key transformation initiatives.</li></ul>Key experience and expertise factors:<ul><li>Preferred is at least 15+ years of industry experience in roles such as Fraud Management, Risk Management, Audit, Compliance, or Business / Operational roles with a Fraud / Risk Management component.</li><li>Expertise in Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including familiarly with best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Prior people management experience, along with the ability to set direction for the team amongst competing priorities and demands.</li></ul>The candidate should be very familiar with the rapidly evolving fraud risk landscape, both within financial services and across industries. The candidate should be a thought leader for the firm in strategies to combat new and emerging threat schemes, while also maintaining a high degree of focus on day-to-day risk management in the current state.Also essential is being adept at building business partner relationships and operating at executive levels – including in identifying, escalating, and influencing outcomes on sensitive risk issues. Equally key are excellent communication skills, both verbal and written, with the ability to distill complex issues into concise and actionable communications and deliver them in executive forums.Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis position is on the senior management team of the Risk organization that supports Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.The base salary range for this position is $123,000-$207,000 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Risk

Head of Fraud Risk Management

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>SalesFidelity’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.

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