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<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - 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.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 Investments

Financial Services Representative - Clearwater, FL

<h3>Job Description:</h3> If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment while developing others, then consider joining Fidelity branch leadership, where you will have oversight of a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleYour ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. <h3>The Skills You Bring</h3><ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>With your professional demeanor and excellent interpersonal skills, you easily foster relationships with clients, as well as internal associates, improving productivity and implementing ideas</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverThis member of branch management will:<ul><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul>How Your Work Impacts the OrganizationYou will function as a manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, and you’ll be creating the culture that ensures every client receives the experience they deserve and each associate maximizes their potential. <h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - 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.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.

Vice President, Branch Leader - Austin, TX (Domain)

<h3>Job Description:</h3>The RoleAs a Vice President, Alternatives Channel Strategist, you will focus on Fidelity’s Wealth and Brokerage Channels. The Wealth channel supports Fidelity’s High Net Worth clients providing financial planning and advice, whilethe Brokerage channel supports clients who are not in a covered relationship with an advisor. This individual will be an on-call source for alternative product expertise and will be expected to spend significant amount of time within these channels providing education on our alternative suite of products, problem solving, and collecting feedback.You should have expertise with both the investment product and the legal documentation required to be an investor within the alternative products. You will articulate the investment process and positioning across a suite of asset management’s alternative products. You will be responsive and willing to work with advisors, brokerage representatives and their clients. The ideal candidate will have strong attention to detail and will need to collaborate with other Fidelity groups to solve advisor and client issues timely and accurately. You will be responsible for helping drive alternative product awareness, working with investment and marketing teams on presentations and thought leadership.The Expertise You Have<ul><li>Bachelor’s Degree required, MBA a plus</li><li>CFA and/or CAIA strongly desired</li><li>Series 7 and 63 (or equivalent)</li><li>Strong knowledge of private placements and the Fidelity Wealth and Brokerage organizations</li><li>Proven success with business development, intermediary distribution and client relationships is strongly preferred</li><li>A minimum of10 plus years’ experience in the financial and investment management industry, with a history of successfully leading multiple client relationships. Asset management client relationship experience preferred</li></ul>The Skills You Bring<ul><li>Proven ability to follow through on projects and be highly responsive to inquiries from simple to complex</li><li>Proficient in promoting multi-asset class investment solutions</li><li>Excellent presentation and communication skills needed to present, deliver and articulate Fidelity’s positioning and development of existing and new products</li><li>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner</li><li>Strong consultative, relationship-based selling skills</li><li>Be able to bring new product ideas back to investing and product development groups</li><li>Work with various advisors and portfolio teams on complete alternative selling process from sourcing and meeting with prospects investors, educating internal sales team, working through prospect’s due diligence, and maintaining relationships</li><li>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets</li><li>Outstanding collaboration skills, ability to work appropriately with portfolio managers, product development, legal, compliance and operations</li><li>Proven ability to work across a complex organizational culture</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

VP, Alternatives Channel Strategist

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - 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.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.

VP, Wealth Planner - Louisville, KY

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety.You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - 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.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.

Financial Services Representative - Raleigh, NC

<h3>Job Description:</h3>Director, Sales, Fidelity Digital Assets® The Role Fidelity Digital Assets® is seeking a Director of Sales to achieve sales goals in onboarding institutional clients to our Enterprise-grade custody and execution services offerings. The position will report into the Head of US Sales in either Boston, New York or New Jersey. A successful candidate will contribute to the strategic vision and direction of the organization, including: <ul><li>Driving sales within Institutional segments by identifying prospective clients, building a pipeline and onboarding clients that align with our product, risk and financial priorities. </li></ul><ul><li>Delivering on client acquisition and revenue-based KPIs. </li></ul><ul><li>Shaping go-to-market strategies and participate in the marketplace to develop and maintain sales channels. </li></ul><ul><li>Representing the voice of the market and the customer with peers and partners in across our business units. </li></ul><ul><li>Communicating effectively to audiences with varying levels of seniority your sales pipeline together with an understanding of finance, cryptoassets and distributed ledger technologies. </li></ul><ul><li>Contributing to a climate that values and rewards contributions, drive, initiative, and achievement of results. </li></ul>The Expertise and Skills You Bring <ul><li>Proven professional success in an institutional sales role at a bank, broker-dealer or other financial institution with a preference for technology-led services (e.g. prime brokerage, clearing, electronic trading sales). </li></ul><ul><li>Demonstrable understanding of institutional investors and intermediaries, such as hedge funds, market-makers, brokers, corporates, banks, RIAs and Family Offices </li></ul><ul><li>Ability to quickly size up a market opportunity, understand the relevance of distribution channels, and negotiate deals. </li></ul><ul><li>Experience as a financial services executive over 10+ years’ of institutional sales, located in Boston, New York or New Jersey </li></ul><ul><li>Demonstrated understanding of technology, market, and ecosystem as it relates to cryptocurrencies, blockchain, tokenized securities, electronic execution, institutional custody, and brokerage businesses. </li></ul><ul><li>Experience managing a client pipeline and driving financial results in a thoughtful and collaborative way. </li></ul><ul><li>Exceptionally strong interpersonal skills in managing internal and external relationships in a proactive, energetic and customer-obsessed way. </li></ul><ul><li>Comfort with the sales toolkit, including experience with CRM systems and development of sales materials. </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. As a Director of Sales at Fidelity Digital Assets®, you will interface daily with internal &amp; external stakeholders. You will drive sales within our institutional client segments by identifying opportunities for deep and lasting client relationships. The base salary range for this position is $90,000-$204,000 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>Sales

Director, Sales, Fidelity Digital Assets®

<h3>Job Description:</h3>The Vice President, Health &amp; Welfare (H&amp;W) Consulting position is within Fidelity's Workplace Consulting group, which is comprised of over 600 professionals who help clients solve some of the most sophisticated challenges. Workplace Consulting offers a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. The target market is large companies (more than 5000 employees) although many valued relationships exist with much smaller organizations.The RoleThe Vice President, H&amp;W initiates business development activity for Workplace Consulting projects and ongoing client opportunities. Additionally, the VP serves as a lead consultant on client assignments and is responsible for balancing revenue generation, productivity, client/project management, work quality and practice development. They also mentor less experienced associates, participate on cross-functional teams and promote teamwork within the practice, office and region.<ul><li>Analyze benefit programs by examining utilization trends, plan performance, claims and enrollment data and performance metrics; Provides guidance and consultative support to clients based on findings</li><li>Lead collection, analysis, negotiations and finalizing renewals</li><li>Develop health and welfare program pricing and budgets; determine employee contributions and premium equivalent rates for self-insured plans</li><li>Perform marketing analysis including RFP creation, proposal collection, and vendor comparisons; Assist with vendor selection and performance criteria; Negotiate rates/pricing, contractual provisions and performance guarantees with new and current benefit vendors; and manage new vendors and exiting vendors during implementation process</li><li>Assess and respond to legal or compliance issues related to health and welfare programs.</li><li>Maintain and apply knowledge regarding the major health plans, administrators and other vendors available in the marketplace to consulting clients and prospects</li><li>Plan and deliver projects arising from client needs related to health and welfare benefit programs</li><li>Ensure clear and detailed understanding of the client needs and situation, including client’s affirmation of our understanding</li><li>Develop project plans with accurate estimates of the time and fees required for completion.</li><li>Manage client expectations regarding project timing and fee estimates. Lead projects in accordance with quality standards and estimated time frames. Understand what constitutes a 'change in scope' requiring revised fee estimates and appropriate communication with all parties involved</li><li>Communicate regularly with the project team and practice management.</li><li>Be viewed as a reliable business advisor by internal relationship managers, clients, and prospects as it pertains to strategic human resource consulting, in particular health and welfare benefits</li><li>Initiate and effectively participate in business development activities</li><li>Serve, or be prepared to serve, as a lead contributor during client/prospect presentations. Effectively gather client/prospect information and document such information in a manner helpful to other consulting colleagues. Effectively present and discuss current issues with clients and prospects</li><li>Prepare effective letters, presentations, proposals, etc.; effectively deliver presentation to other associates and to clients</li><li>Apply effective follow-up skills and routines to secure as many business development opportunities as possible</li><li>Demonstrate team selling and the appropriate delegation of time and responsibility during and following the business development process</li><li>Generate new business of $1M annually</li><li>Participate as a cooperative, proactive team member in projects involving other associates throughout the practice, group and region</li><li>Accept coaching and other development feedback from associates within and outside the practice</li><li>Share information freely and pro-actively. Keep other associates apprised of current information, and ensure all relevant information is captured in client files</li><li>Help develop standardized work processes which improve quality and productivity</li></ul>The Expertise and Skills You Bring<ul><li>10+ years of proven experience in benefit plan design, funding and/or administration. Background may encompass either consulting, plan sponsors or vendor organizations</li><li>A master’s degree is preferred. Bachelor’s degree is required</li><li>CEBS designation or actuarial credentials is required</li><li>Must have demonstrated competencies and experience in the following areas:<ul><li>Selling consulting services to Fortune 500 companies</li><li>Solving difficult client problems in a complex environment</li><li>Generating creative and innovative solutions and resolving major project issues</li><li>Initiating and sustaining ongoing relationships with clients, internal business partners and other associates</li><li>Presenting project proposals and deliverables to senior management</li><li>Managing contractual provisions, including scope control and managing projects through to conclusion</li><li>Pro-actively teaching and mentoring others</li></ul></li></ul><ul><li>Excellent analytical skills and communication skills (written and verbal), as well as strong interpersonal and team building skills</li><li>Detail oriented with the ability to lead many diverse projects with tight deadlines</li><li>Ability to work in fast-paced environment and own tasks to support clients</li><li>Strong Microsoft Office PC skills in Excel and Word</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.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>Consulting

Vice President, Health & Welfare

Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.Position Summary:The Senior Manager, Product Analyst, Clinical Data Management, Global&nbsp;Drug Development Information Technology (GDDIT), Data &amp; Analytics team&nbsp;will be part of the product team committed to&nbsp;bridge the gap between technology and business needs within the Clinical Data Ecosystem (CDE) that primarily delivers technology strategy and solutions for clinical trial execution, data management and data review capabilities (e.g. Electronics Data Capture (EDC), Clinical Data Management Systems &amp; Reporting, Clinical Metadata Management etc.) in support of Clinical Data Management (CDM) business functions.The role is responsible for evaluating &amp; analyzing business problems to address business challenges, improve operational efficiencies, help reduce cycle time by ensuring effective implementation of technology solutions, data and analytics capabilities. The Product Manger will work closely with global CDM stakeholders, including business users, software developers, project managers, and cross functional IT teams, to ensure successful strategy, planning, delivery, and operations of technology solutions that will bring value to BMS.Key Responsibilities:<ul><li>Accountable for delivering strategy, planning, and high-quality technology solutions for Clinical Data Management portfolio.</li><li>As a Product Analyst, he/she will be responsible for defining Clinical Data Management product strategy, roadmaps, identification of product scope, implementation planning, feature stories, value proposition and success criteria to implement technology solutions.</li><li>Responsible for collaborating with a team of clinical data management stakeholders, technology data professionals including architect, engineers, UX designer, data scientist, product analysts, scrum master, validation analyst, software suppliers etc.</li><li>Serves as a subject matter expert on Clinical Data Management solutions with domain knowledge.</li><li>Analyze business challenges and identify areas for improvement through technology solutions.&nbsp;</li><li>Knowledge in evolving technology solution trends in Clinical Data Management platforms and product-based implementation.</li><li>Provide guidance to the resources supporting projects, enhancements, and operations.</li><li>Stay up to date with the latest technology trends and industry best practices.&nbsp;</li></ul>Qualifications &amp; Experience:<ul><li>Master’s or bachelor’s degree in computer science, information technology, or related field preferred.&nbsp;</li><li>6-8 years of hands-on experience working on implementing and operating in clinical data management capabilities and cutting-edge data solutions, in a cloud environment.&nbsp;</li><li>Functional knowledge or prior experience in Clinical Data Management domain and Lifesciences Research technology implementation &amp; management such as Rave/ EDC, Clinical Data Management Systems, Clinical Data Repository etc.</li><li>Familiarity with business process mapping, workflows and data analysis tools.&nbsp;</li><li>Excellent communication, collaboration and interpersonal skills to interact with diverse stakeholders.&nbsp;</li><li>Ability to work both independently and collaboratively in a team-oriented environment.&nbsp;</li><li>Comfortable working in a fast-paced environment with minimal oversight.</li><li>Experience working in an Agile based environment.</li><li>Hands-on development experience managing and delivering data solutions with AWS data, analytics, AI technologies such as AWS Glue, Redshift, RDS (PostgreSQL), S3, Athena, Lambda, Databricks, Business Intelligence and Visualization tools etc. is a plus.</li><li>Experience in designing and deploying generative and agentic AI solutions within clinical development workflows is a plus.</li></ul>The starting compensation for this job&nbsp;is a range from $160,000 - $175,000, plus incentive cash and stock opportunities (based on eligibility).The starting pay rate takes into account characteristics of the job, such as required skills and where the job is performed.&nbsp;Final, individual compensation will be decided&nbsp;based on demonstrated&nbsp;experience.&nbsp;Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit <a href="https://careers.bms.com/life-at-bms/" target="_blank">https://careers.bms.com/life-at-bms/</a>.Benefit&nbsp;offerings&nbsp;are subject to the terms and conditions of the applicable plans then in effect&nbsp;and may include the following: Medical, pharmacy, dental and vision care. Wellbeing support&nbsp;such as&nbsp;the BMS Living Life Better program and employee assistance programs (EAP). Financial well-being resources and a 401(K). Financial protection benefits such as short- and long-term disability, life insurance, supplemental health insurance, business travel protection and survivor support.&nbsp;Work-life programs include paid national holidays and optional holidays, Global Shutdown Days between Christmas and New Year’s holiday, up to 120 hours of paid vacation, up to two (2) paid days to volunteer, sick time off, and summer hours flexibility.&nbsp;Parental, caregiver, bereavement, and military leave. Family care services such as adoption and surrogacy reimbursement, fertility/infertility benefits, support for traveling mothers, and child, elder and pet care resources. Other perks like tuition reimbursement and a recognition program.If you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.

Bristol Myers Squibb

Sr. Manager, Product Analyst - Clinical Data Management

SUMMARY:The Academic Program Coordinator will provide administrative oversight and support for the clinical programs. This position plays a key role in ensuring the effective operation and coordination of clinical education experiences in alignment with program goals and accreditation standards.&nbsp; In fulfilling these responsibilities, the Academic Program Coordinator is expected to uphold the South University philosophy: quality services to clients; development, growth, involvement, and recognition of employees; sound economic principles; and environment which is conducive to innovation, positive thinking and expansion is considered in carrying out the duties and responsibilities of this position.KEY JOB ELEMENTS:<ul><li>Assist program leadership in managing, administering, and coordinating the operations of the department.</li><li>Assist the Program Director in managing and forecasting the program’s expenses and budgetary needs.</li><li>Oversee event coordination for the program faculty, staff, and students including maintaining all up-to-date vendor invoices and documents.</li><li>Support the functions of the Admissions Committee including the planning, preparation, and set-up for applicant interviews, new student orientation, and graduation.</li><li>Support program assessment by coordinating with the departmental data coordinator to ensure timely and accurate processing and reporting of data related to accreditation.</li><li>Assist program leadership with coordination and implementation of departmental projects including the ongoing accreditation process and site visits as required.</li><li>Assist the program leadership and faculty in ensuring the completeness and accuracy of student data and documentation for graduation requirements in the student’s academic record while ensuring confidentiality.</li><li>Assist program leadership in development, review, and publication of marketing materials, flyers, handbooks, and newsletters.</li><li>Maintain and assist with SharePoint documents and the program website to ensure compliance with accreditation requirements.</li><li>Maintain all confidential program files according to accreditation standards.</li><li>Work with the program leadership to ensure timely publication of the quarterly course schedule for the students and the registrar.</li><li>Complete student course registration, coordinate data from various systems, and run relevant reports</li><li>Inventory and ensure timely ordering of supplies/replacements for all program laboratory equipment and disposables.</li><li>Perform routine clerical duties including filing, copying, typing, preparing agendas, and meeting minutes.</li><li>Answer telephones and direct inquiries as appropriate.</li><li>Greet visitors and direct them to appropriate destination.</li><li>Maintain program calendars, assist with travel arrangements as needed, and schedule meetings.</li><li>Participate in special projects as assigned.</li></ul>JOB REQUIREMENT:<ul><li>Associate’s Degree required; Bachelor’s or Master’s Degree preferred</li><li>1-2 years of progressive experience providing administrative support.</li><li>Experience scheduling conference calls and meetings.</li><li>Excellent communication skills, both verbal and written.</li><li>Strong interpersonal skills with student and staff populations.</li><li>Superior organization, prioritization, and self-motivation skills.</li><li>Strong computer skills. MS Office Suite.</li><li>Ability to interact effectively as either a leader or as a member of a team and work collaboratively with other departments.</li><li>Ability to listen to customers (e.g. staff, etc.) and to understand and respond positively to their requests.</li><li>Ability to adapt to changing assignments and multiple priorities.</li><li>Ability to manage multiple tasks and successfully meet deadlines.</li></ul>ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position. While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe, and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job descriptionSouth University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student, and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive.JobFamilyAll PositionsEducationLevelAssociate Degree

South University

Academic Program Coordinator

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!Role: The RN, Care Coordinator is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Team (IDT), and providing clinical, palliative and supportive care to the patient/family unit in order to keep the participant in their home environment as long as possible.Qualifications: • Current license as RN in the state where the employee will be working • Minimum one (1) year of nursing, preferable to have experience with home health, skilled nursing, and/or case management • Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system • Mobile Driver - Valid driver’s license and automobile insurance per Company policy • Reliable transportation to meet visit schedule • Ability to use equipment with visual and auditory mechanisms • Ability to effectively communicate in English (verbal and written) • Ability to visit Participant in their homes to assessments • Ability to perform the essential functions and physical requirements (including, but not limited to: lifting patients and/or equipment, bending, pushing/pulling, kneeling) of the job with or without reasonable accommodation•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross.Some locations may require:<ul><li>Provides reassurance on the phone to patients and families. Assists in finding solutions to their questions and/or recognizes the need for an in person visit. Coordinates in person visit when needed/or requested.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Documents patient/family contact information in the EMR and communicates with the Interdisciplinary Team (IDT).</li><li>Completes initial and semi-annual assessment for all Company services including, but not limited to:<ul><li>Explains services to patients/families and addresses questions regarding patient needs, fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Provides information to Physicians and other IDT members and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to enhance prevention, prevent complications, alleviate symptoms and maximize physical and emotional comfort</li><li>Obtains Physician orders</li><li>Completes documentation per Company policy</li></ul></li></ul><ul><li>Acts as the Company representative at assigned facilities while facilitating referrals to all service lines; works closely with referring hospitals, physicians, facilities, patients, families, and the general public.</li><li>Communicates frequently with other members of the IDT.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li></ul> Competencies: • Satisfactorily complete competency requirements for this position. Responsibilities of all employees: • Represent the Company professionally at all times through care delivered and/or services provided to all clients. • Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse. • Comply with Company policies, procedures and standard practices. • Observe the Company's health, safety and security practices. • Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company. • Use resources in a fiscally responsible manner. • Promote the Company through participation in community and professional organizations. • Participate proactively in improving performance at the organizational, departmental and individual levels. • Improve own professional knowledge and skill level. • Advance electronic media skills. • Support Company research and educational activities. • Share expertise with co-workers both formally and informally. • Participate in Quality Assessment and Performance Improvement activities as appropriate for the position. Job Responsibilities: • Provides and manages direct care to patients and families as part of Interdisciplinary Team (IDT), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up. • Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs. • Educates patient, family, caregivers and other health professionals about disease process and decline, prevention, palliative interventions, care giving, dying process and safety practices.- Participant visit frequency dependent on risk score/needs to be determined- Home visits to assess home safety, medication compliance, nutritional compliance, DME compliance- ability to live safely in the community. • Reports changes in the patient’s condition to appropriate members of the IDT or other health professionals. • Participates with the IDT to evaluate hospice referrals/admissions for level of care appropriateness.- Attends daily IDT collaboration meetings • Presents concise and pertinent oral and written reports to IDT; respects and encourages input from all disciplines. • Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others. • Supervises patient care provided by Community Health Workers and Home Health Aides as requested. • Performs other duties as assigned. Physical Demands for Post Offer/Pre-Placement (The demands described below are representative of those that must be met by an individual to perform the essential functions of the job, with or without reasonable accommodation.): While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel. Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance. Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy.

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