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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> POSITION SUMMARY Responsible for preparation, serving and clean-up of daily lunch for children attending a child development center.&nbsp; Serve as fill-in for teaching assistants in the classrooms as needed. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE <ul><li>Prepare and serve nutritious meals and snacks for enrolled children of child development center.</li><li>Clean up kitchen area, utensils, dishes, etc.; store leftover food as appropriate.&nbsp; </li><li>Practice safe food handling techniques in food preparation, storage and clean-up. Ensure that all food and products are consistently prepared and served according to federal, state, local, and company regulations and policies. </li><li>Plan for and purchase all food and necessary supplies needed to provide food service.&nbsp; Keep kitchen area organized.</li><li>Track and report required menu information for the Child and Adult Care Food Program (CACFP) and all other regulatory agencies and contracts involving ECDC.</li><li>Maintain verification of food and non-food purchase to meet CACFP requirements.</li><li>In collaboration with the Center Administrator, develop weekly menus to meet CACFP meal pattern requirements.</li><li>Interact and communicate cooperatively and effectively with staff members, teachers, and students.</li></ul><ul><li>Act as occasional substitute or fill-in for teaching assistants in the classrooms as needed.</li><li>Flexibility to perform other duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: High school diploma or GED equivalent required. Experience: Previous experience in production or commercial cooking required; previous experience with Child Care Food Program requirements and documentation, and/or working in day care center preferred. Knowledge/Skills: <ul><li>Basic knowledge of early childhood food preparation and nutrition.</li><li>Ability to communicate effectively with students and staff.</li><li>Skills in patience and remaining calm under pressure.</li></ul> Licenses/Certifications: <ul><li>Must maintain a current food handler’s certification.</li><li>Must receive CACFP Food Safety Basics training</li><li>Current CPR/First Aid certification required within 30 days of hire. &nbsp;</li><li>Obtain 30 clock hours of relevant early childhood in-service training per year.&nbsp; </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: _X_&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;&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;&nbsp;&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. 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. “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.”&nbsp; 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> 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 11-25 lbs Carry x Usual amount 11-25 lbs Employee must use hands for repetitive action such as: Task Right Hand Left Hand Simple grasping Yes Yes Firm grasping Yes Yes Fine manipulation No No 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

Nutrition Coordinator

Financial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts on December 2nd *** *** The Role The Financial Services Associate, as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred.</li> <li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions.</li> <li>Personal computer proficiency required: Windows Office and web-based applications experience preferred.</li> <li>Outstanding organization, multi-tasking and time management skills</li> <li>Detail, process and goal-oriented</li> <li>Phenomenal client communication skills, especially by phone</li> <li>Strong computer skills with an emphasis on Microsoft Excel</li> <li>General knowledge of 401k industry a plus but not required</li> </ul> <h3>Dynamic Working</h3> 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 all business days of every other week in a Fidelity office.

Fidelity TalentSource

Financial Services Associate

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Westlake site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><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.

Fidelity Investments

Financial Customer Associate - Bilingual- Westlake

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><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 Customer Associate - Westlake

<h3>Job Description:</h3>Be a part of a high performing consulting team which works directly with outside organizations to resolve sophisticated employer benefits challenges. Use your industry knowledge, conceptual thinking, and project management skills to deliver outstanding work and expand our client relationships. Project manage initiatives that establish innovative and efficient benefits solutions. Review initiatives to ensure current programs/designs follow governmental regulations and are competitive with other organizations.<h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business, or another quantitatively rigorous subject preferred</li><li>4-8+ years of demonstrated experience in 401(k), 403(b) industry or benefits consulting</li><li>QKA, QKC or CEBS exams (a plus)</li><li>Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li><li>Ability to read and interpret plan documents</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Strong oral and written communication skills</li><li>Experience in leading client relationships</li><li>Strong ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li><li>Experience and/or strong understanding in employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans</li><li>General understanding of FICA requirements (a plus)</li><li>Experience in conducting compliance reviews, plan termination and/or fiduciary trainings (a plus)</li><li>Experience with VCP/VFCP, 5500 and 5330 filings (a plus)</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Value You Deliver </h3><ul><li>Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Leading and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Mentoring and training associate consultants and analysts to ensure continued development of the staff.</li><li>Preparing and delivering reports and client presentations</li><li>Crafting project plans, managing / tracking budgets, and setting internal and client team expectations</li><li>Preparing responses to RFPs and RFIs for new prospects and participating in new business meetings with prospects (a plus)</li><li>Supporting thought leadership and initiatives across the retirement practice</li></ul>The base salary range for this position is $85,000-$179,000 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>Consulting

Consultant, Defined Contribution

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>The RoleAs 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.Job Responsibilities<ul><li>Contributes to segment and organizational goals/initiatives around growth, profitability, client satisfaction and retention.</li><li>Employs a client engagement model and strategy, ensuring the right activities, level of engagement and resource consumption based on client value.</li><li>Conducts regular client business reviews to discuss and develop the overall Fidelity relationship.</li><li>Drives executive leadership engagement at Fidelity events and keeps firms apprised of topical events/webinars to support staff development and growth.</li><li>Drives asset growth by identifying and competing for new assets and securing Fidelity as preferred custodian.</li><li>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.</li><li>Aligns Fidelity and trusted third-party resources to meet client business needs.</li><li>Positions Fidelity investment and platform products/solutions, introducing Fidelity subject matter experts, advancing opportunities, and driving adoption.</li><li>Identifies and implements additional revenue sources within client relationships to increase overall revenue.</li><li>Manages client profitability and key business metrics, ensuring healthy client economics, seeking ways to improve.</li><li>Documents client activities, business opportunities and all communications with clients on a timely basis.</li><li>Highlights Fidelity events and webinars and drives attendance.</li><li>Proposes and coordinates consulting engagements with Fidelity subject matter experts based on business need (e.g., Practice Management, Technology, Investments).</li><li>Oversees client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</li><li>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).</li><li>Cultivates collaborative relationships with key internal business partners.</li><li>Fosters sharing of best practices across the segment and broader organization. Recommends product/service improvements.</li><li>Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials).</li></ul>The expertise and skills you bring<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>The TeamInstitutional 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.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>Series 07 - FINRA, Series 63 - 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.

Vice President, Senior Relationship Manager

<h3>Job Description:</h3>Senior Manager – Corporate Risk – Control Governance &amp; Oversight Corporate Risk is seeking a hard-working and driven professional to join the team! You will support businesses across Fidelity in strengthening control environment across different products and programs. As Senior Manager Control Governance &amp; Oversight, you will help in efficiently and effectively documenting controls and their application across programs and businesses.Fidelity’s risk management and compliance programs have several risks and controls defined for effective compliance with regulations, robust technology infrastructure and efficient business operations. This position is accountable for developing and maintaining framework for managing risks and control lifecycle. This will include consistent review and update of existing risks and controls, onboarding new programs and products, analysis and reporting, establishing relationships with senior business leaders, playing a key role in team initiatives, and mentoring team members.The Expertise You Have<ul><li>Bachelor’s degree required or equivalent experience preferred</li><li>Prior 7+ years of proven experience in financial services, risk management, audit, or compliance required</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>Understanding of alternative investment products, such as direct lending, crypto, and real estate a plus</li><li>Strong knowledge of various risk management practices and frameworks</li><li>Understanding of Financial Services Regulations and Requirements (i.e., SEC, FINRA, CFTC, NFA, etc.) and experience assessing regulatory impacts on compliance programs</li><li>Understanding of GRC systems such as Archer</li><li>Leader with ability to navigate and influence across the organization</li><li>Outstanding analytical and problem-solving skills evidencing</li><li>Shown success in collaborative leadership and working with executive leaders and internal business partners</li><li>Excellent communication skills, including crafting PowerPoint presentations and taking large volumes and/or complex information and presenting is a way that is easy to understand</li></ul>The Skills You Bring<ul><li>You are skilled in documenting and maintaining robust control statements</li><li>You demonstrate risk management knowledge and experience, including risk assessment and control evaluation</li><li>You show critical thinking by approaching work with an open mind and sense of creativity, curiosity and challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>You work comfortably in a fast-paced and dynamic environment balancing multiple projects simultaneously with minimal day-to-day supervision with the ability to prioritize and shift focus quickly based on risk/business need</li><li>You have excellent verbal and written communication skills</li><li>You are decisive and take action to seek solutions</li><li>You can assess information from multiple angles and break down complex information into concepts and data to drive insights and action</li><li>You are able to thrive in a dynamic organization where priorities shift to respond to business needs</li></ul>The Value You Deliver<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>Continuously analyzing and assessing the risk profile of the businesses</li><li>Ensure all controls are appropriately documented in Next Gen GRC system</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Work simultaneously on multiple projects and shift accordingly as priorities change</li><li>Developing innovative solutions using technology and automation and influencing relevant outcomes</li><li>Serving as a trusted advisor to the business by performing trainings and education</li><li>Build strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Establishing positive relationships across multiple businesses within Fidelity</li><li>Collaborate to achieve the best results for the team and Fidelity</li><li>Participate in initiatives to improve existing processes within the Risk team and champion an inclusive team environment.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $81,000-$137,000 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

Senior Manager, Corporate Risk -Control Governance & Oversight

<h3>Job Description:</h3><h3>The Role </h3>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.<h3>The Expertise and Skills You Bring </h3>Here are the key skills and areas of expertise that are critical for success in this role:<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>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team </h3>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.<h3>Certifications:</h3><h3>Category:</h3>Program/Project 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.

Scrum Master - Workplace Investing

<h3>Job Description:</h3>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!<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>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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