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About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;JOB SUMMARY:ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.This position provides administrative and reporting support for the department. This position will collaborate with a diverse group of internal Team Members at all levels of the organization. Independent judgment will be required to plan, prioritize, and organize a diversified workload, and recommend changes in practices or procedures.Essential Duties and Responsibilities:<ul><li>Schedules and organizes complex activities such as meetings, and department activities for all members of the department.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Supports the Leadership Team with managing certain reports, communications, and other necessary duties as assigned.</li><li>Retrieves information from files when needed.</li><li>Establishes, develops, maintains and updates documentation as needed.</li><li>Organizes and prioritizes information and calls&nbsp;&nbsp;</li><li>Maintain statistical operational reports&nbsp;</li><li>Conducts and Coordinates New Hire Orientation and Training Agenda</li><li>Attends reoccurring client calls and takes meeting notes and distributes end of call notes</li><li>Works independently and within a team on special nonrecurring and ongoing projects</li><li>Organizes and coordinates projects including but not limited to scheduling meetings, preparing materials.</li><li>Coordinates division of workload with the department</li><li>Types and designs general correspondences, memos, charts, tables, etc. Proofreads copy for spelling, grammar and layout, making appropriate changes. Responsible for accuracy and clarity of final copy</li><li>Performs other duties as assigned</li></ul>Minimum Qualifications and Requirements:<ul><li>High School Diploma or equivalent</li><li>Excellent professional communication and organizational skill</li><li>Experience in healthcare operations, coding, or revenue cycle preferred</li><li>Strong knowledge of Word, Excel and other applications as needed</li><li>Strong computer knowledge</li><li>Thorough knowledge and experience with administrative procedures</li><li>Must be flexible with schedule and availability</li><li>Team Member must be able to work from home</li></ul>PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

CorroHealth

Coordinator, Coding Operations

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you’ll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in the role?The Technology&nbsp;Risk &amp; Information Security (TRIS) team is looking for a dynamic individual to join our Portfolio Management team. We are looking for a highly analytical individual with strong attention to detail who thrives in a fast-paced environment. This position works with Risk and Information Security Leaders to ensure maximum insight into the financial plan, both in terms of value management and investment optimization.&nbsp;This position participates in the investment decision-making process and creates cost-benefit-analysis to identify opportunities where technology can enhance the value of the business and/or reduce risk for the company. The position also monitors and tracks multiple portfolio(s) against delivery, cost, budget, forecast, schedule, and quality targets, and provides recommendations on re-prioritization of the delivery plan where necessary.&nbsp;Primary Responsibilities include:<ul><li>Support the CISO in his overall portfolio management and manage the TRIS financial portfolio end-to-end, including providing consulting services to VPs and Directors on financials</li><li>Advise TRIS Leadership on the monthly progress against their plan and how to reach their targets, and make necessary adjustments</li><li>Create financial system entries and reconcile expenses to plan</li><li>Produce monthly financial reports linking them to the appropriate TRIS teams based on expense types that support their processes</li><li>Reconcile purchases against investment and run the business plans</li><li>Responsible for financial month-end reporting and due dates set forth by Tech Finance/Controllership</li><li>Work closely with cross-functional teams to engage resources and monitor the delivery plan</li><li>Work closely with Tech Finance partner, to ensure consistent reporting between teams, including budgets, actuals, and forecasts</li><li>Responsible for annual financial planning process for both investment and run the business plans, including linking it to the strategic direction for the organization</li><li>Works with the Security Product Strategy team to conduct Cost-Benefit analysis for new capabilities</li><li>Track depreciable costs back to forecasts and calculate the two-year impact</li><li>Track spend by fund type (Dev, Invest, etc.)</li><li>Mentor junior members on portfolio management and linkages to the TRIS teams/processes</li></ul>Minimum Qualifications:<ul><li>3+ years of experience managing a large portfolio, preferably within the technology organization</li><li>Must have experience with Ariba, Documentum, Clarity, Project Management DataBase (PMDB), the VPM (Vendor Payment Management), General Ledger (GL), Prepaid (PPD), and Fixed Asset Register (FAR) systems/reports; Oracle experience is a plus</li><li>Knowledge of&nbsp;TRIS; risk management disciplines; security policies and standards; security awareness; IS risk management controls; 3rd&nbsp;party / vendor management is preferred</li><li>Advanced MS Excel and Access Database skills for gathering and compiling data</li></ul>Preferred Qualifications:<ul><li>Drive results through the prioritization of work under tight timeframes and time constrained deliverables</li><li>Takes on additional responsibilities as needed, and is a self-starter</li><li>Proven ability to lead team members toward a common goal and drive overall process improvement</li><li>Excellent interpersonal skills to work with varied constituencies and drive results without direct authority</li><li>Highly developed communication skills both verbal and written, as well as presentation skills</li><li>Demonstrated ability to focus on larger picture while being detail oriented with the ability to synthesize large amounts of data</li><li>Proven ability to work with and across all levels of the organization</li><li>Demonstrated problem-solving skills</li><li>Ability to persuade and influence through established credibility</li><li>Ability to apply situational leadership, and encourage and motivate team members</li><li>Excellent time management skills; ability to prioritize and multi-task</li><li>Preferably holds a Bachelor's degree in Information Systems, Business Administration or Finance or equivalent work experience</li></ul>Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Manager - Portfolio Management; TRIS Finance

At American Express, our culture is built on a 175-year history of innovation, sharedvalues and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The Global Card Issuance organization is responsible for supporting and managing the production/manufacturing of cards, personalization/fulfillment of cards, delivery of cards, and the design/innovation of new cards for all proprietary card products globally.This role will report to Global Card Issuance VP and be responsible for leading and managing customer experience, customer complaints, customer &amp; executive escalations, customer communications, and supporting leadership office with organizational support.Job Responsibilities:<ul><li>Develop and manage the customer experience workstream.</li><li>Identify, assess, develop, and implement improvements to resolve customer pain points.</li><li>Partner and collaborate with operations, servicing, capabilities, technologies, and others to drive customer experience improvements.</li><li>Monitor and evaluate customer experience performance, trends, impacts, and improvements.</li><li>Review, assess, and report on customer complaints relating to card issuances.</li><li>Drive development, management, improvement, and execution of issuance communications.</li><li>Leadership team management and administrative support: managing business unit reviews, leadership updates, group town halls, supporting staff meetings, capturing notes in key business meetings, and such.</li></ul>Minimum Qualifications:<ul><li>Strong communication and presentation skills, including PowerPoint/slides</li><li>Adept at developing, creating, compiling, formatting, and finalizing slides/decks for business leadership.</li><li>Strong sense of personal accountability and demonstrated self-starter.</li><li>Strong strategic and thought leadership skills.</li><li>2 + years strong project management experience and skills.</li><li>Results driven with the ability to effectively manage projects &amp; initiatives to completion.</li><li>Demonstrated ability to drive projects with diverse customer groups &amp; stakeholders.</li><li>Adept at problem solving and analysis; leverage data-driven decisions.</li><li>Adept at developing recommendations/proposals and securing buy-in from leadership.</li><li>Strong interpersonal skills with the ability to work independently or in teams.</li><li>Ability to communicate with leadership in a clear, consistent manner.</li><li>Ability to focus on strategic objectives and initiatives while managing everyday business needs.</li><li>Experience with communications platforms, templates, processes preferred (eg Raven)&nbsp;</li></ul>Preferred Qualifications:&nbsp;<ul><li>Experience with card issuance processes, systems, and communications preferred</li></ul>Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit ourColleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.

Project Manager

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. About the Internal Audit Group at American ExpressOur Internal Audit Group is a worldwide function with 300+ team members and offices across nine countries within American Express. Our mission is to protect and enhance organizational value by providing independent, objective, risk-based assurance, advisory services and to influence the way the company manages risk.We are committed to growing our audit staff significantly as we continue to expand and enhance the Internal Audit Group. Our assurance and risk professionals have diverse backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit coverage. In addition, IAG has a Professional Practices group responsible for managing audit operations, quality, and standards; regulatory relations; reporting; training and professional development; and key internal capabilities and technologies.ow will you make an impact in this role?How will you make an impact in this role?The Director of Audit will lead the function responsible for providing strategic support of department-level change initiatives related to enterprise risk framework updates, audit process and system changes, and skills development. This role builds alignment between the internal audit function and enterprise risk management priorities to drive consistent implementation of new audit methodologies, tools, and risk coverage approaches. Key Responsibilities:<ul><li>Audit Portfolio Support:<ul><li>Serve as a central point of contact and coordination for Audit Leader Portfolios, Professional Practices and Risk Transformation PMO to ensure consistency and completeness in audit change execution risk coverage.</li><li>Partner across the Change Director Community to operationalize and update risk universe components, including risk statements, control expectations, and testing approaches standards.</li><li>Facilitate the implementation of enterprise risk framework changes into audit practices.</li></ul></li><li>Change Management &amp; Implementation:<ul><li>Lead planning and execution of change initiatives related to updates in enterprise risk frameworks, taxonomies, and associated control libraries.</li><li>Oversee change management strategies and communications to ensure successful adoption of new tools, templates, or methodologies</li><li>Partner with Product Management, Professional Practices, and Technology teams to drive rollout of new audit platforms, enablement tools, and automation capabilities.</li></ul></li><li>Stakeholder Engagement &amp; Governance:<ul><li>Collaborate with key stakeholders in Risk, Compliance, Technology, and the Business to stay ahead of enterprise changes impacting the audit approach.</li><li>Represent the audit team department in cross-functional forums related to changes being driven from Project ACE and Project Guardian risk taxonomy governance, control standards, and risk oversight initiatives.&nbsp;</li></ul></li><li>Enablement &amp; Training:<ul><li>Work with Audit Training and Professional Practices to ensure timely enablement of audit staff on changes to risk frameworks, tools, and processes.</li><li>Lead knowledge-sharing sessions and develop communications to support upskilling across the department.</li></ul></li><li>Reporting &amp; Monitoring:<ul><li>Establish metrics and dashboards to monitor adoption and effectiveness of implemented changes.</li><li>Provide updates and recommendations to senior leadership on risks, dependencies, and opportunities for continuous improvement.</li></ul></li></ul>Minimum Qualifications:<ul><li>Bachelor’s degree in accounting, Finance, Business, or related field</li><li>8+ years of experience in internal audit, risk management, or controls.</li><li>Strong understanding of risk frameworks control assessment processes, and internal audit methodologies.</li><li>Proven track record leading complex change or transformation efforts within large, matrixed environments.</li><li>Exceptional stakeholder engagement and communication skills.</li></ul>Preferred Qualifications:<ul><li>Financial Services experience</li><li>Experience with audit tools and technologies, risk/control libraries, and agile methodology.</li><li>Professional certifications (e.g., CIA, CPA, CISA, CRMA)</li></ul>Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Technology Audit Director - Change Management

At NASCAR, you will find a community of passionate individuals who care about our sport and are united in seeing it grow.NASCAR seeks a talented professional to join in the position of Senior Coordinator, Growth Engagement &amp; Inclusion based in our Charlotte, North Carolina office.&nbsp;This person is responsible for supporting the programming of the Growth Engagement &amp; Inclusion team.Duties include but are not limited to:<ul><li>Proven ability to lead multiple projects independently and meet tight deadlines.</li><li>Strong communication, writing, and presentation skills.</li><li>Adept at strategic project coordination and planning</li><li>Data-driven decision-making skills</li><li>Proficient in relationship management and cross-functional collaboration</li><li>Creative problem-solving skills and adaptability</li></ul>Required skills / experience:<ul><li>Bachelor’s degree in Marketing, Communications, Human Resources, Business or related field plus</li><li>Minimum of 4 (four) years’ experience in event/project management, program development, and/or employee belonging, growth &amp; engagement activations; or equivalent combination of education and experience.</li><li>Background in sports, entertainment, or large-scale event management preferred. Experience building relationships with colleges, universities, and community organizations is a plus.</li><li>Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.</li><li>Ability to write routine reports and correspondence.</li><li>Ability to speak effectively before groups of customers, employees of organization, and diverse audiences.</li><li>Speaking and writing in Spanish are a plus, though not a requirement.</li><li>Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.</li><li>Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.</li><li>Proficient with Company-provided hardware and software, including Microsoft Office Suite. Proficiency in using project management tools (e.g., Asana, Smartsheet, or MS Project) preferred.</li></ul>Apply Now!Learn more about this role and our team by applying at <a href="http://www.careers.nascar.com" target="_blank">www.careers.nascar.com</a> for consideration.We are a company unlike any other. We want you to bring your experience, skills and passion to our close-knit, high-energy environment in which our employees thrive and where you can prosper. We know the key to our success is our employees and we offer highly competitive salaries, a solid benefits package focused on wellness, and opportunities for you to grow and develop both personally and professionally. It won’t take you long to find out that you are on the right track here at NASCAR!NASCAR is committed to fostering a diverse work environment where all employees feel valued and empowered. NASCAR is an Equal Opportunity Employer (EEO). We seek to attract and retain the best qualified people available. All qualified applicants will receive consideration for employment without regard to race, color, gender, gender identity and expression, age, national origin, disability, religion, sexual orientation, genetic information, pregnancy, veteran status or any basis that is protected by applicable law except where a bona fide occupational qualification exists.Follow us on LinkedIn and X for future opportunities and company news.

NASCAR

Senior Coordinator, Growth Engagement & Inclusion

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.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>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $105,000 - $145,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Branch Leader - Millburn, NJ

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must belocated within a 90 mile radius at the time of application from the approved branch sites listed below:Houston Memorial, Friendswood, Highland Village, Houston (Fannin), KatyChampion ForestYou work hard every day to help Fidelity’s customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams. As a Director, Retirement Planner, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future. The Expertise We’re Looking For <ul><li>Bachelor’s degree preferred or equivalent work experience </li><li>5 years minimum investment sales/financial planning experience </li><li>Series 7,63 (required) 65/66 within 90 days of hire <ul><li>In pursuit of Certified Financial Planner (CFP) Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it. </li><li>Proven track record in generating sales and managing relationships with high-net-worth clients </li></ul></li></ul>The Purpose of Your Role As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning &amp; Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal &amp; Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships. The Skills You Bring <ul><li>Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning. </li><li>Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants. </li><li>Your exceptional presentation skills in virtual, one-on-one and group settings. </li><li>Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars </li></ul>The Value You Deliver <ul><li>You’ll be responsible for exceeding assigned targets and driving both Personal &amp; Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants. </li><li>You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets. </li><li>Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies. </li></ul>How Your Work Impacts the Organization You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal &amp; Workplace Investment flows. <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Director, Retirement Planner - Houston, TX (Remote)

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Bridgewater, NJ

<h3>Job Description:</h3>Compliance AnalystThe Analyst within the Compliance Governance and Oversight team at Fidelity Digital Assets (FDAS) plays a crucial role in ensuring the organization’s adherence to regulatory standards and internal policies in the dynamic digital assets sector. This position involves supporting compliance initiatives, developing control frameworks, and promoting ethical conduct across the organization. As a member of the Compliance Testing team, this role focuses on supporting the development and execution of testing and risk assessments for compliance needs.This role is integral to FDAS’s commitment to ethical conduct and compliance with regulatory and legal obligations, ensuring that the organization operates within the bounds of applicable laws and maintains the trust of its stakeholders.The Role• Regulatory Risk and Control Mapping: Assist in developing and executing programs that map regulatory risks and controls, ensuring compliance with applicable laws and regulations.• Compliance Testing: Support the development of a compliance testing program and testing activities including collaborating across business functions and reporting to leadership.• Compliance Risk Assessment: Support the compliance risk assessment planning, execution, and evaluation process, as needed.The Expertise and Skills You Bring• Educational Background: A bachelor’s degree is required, degrees in law, finance, business administration, or a related field is preferred.• Experience: A minimum of 4 years in compliance, risk management, or legal roles, with experience in highly regulated industries like financial services. Strong attention to detail and experience working on procedures and controls.• Regulatory Knowledge: Familiarity with compliance laws, regulations, and industry standards, particularly those relevant to digital assets and financial services.• Testing Experience: Exposure testing approaches through risk assessment, control testing, compliance testing, audit, gap analysis, or other investigative processes.• Analytical and Problem-Solving Skills: Ability to identify compliance vulnerabilities and develop corrective action plans.• Communication and Leadership: Strong interpersonal skills to effectively collaborate in a fast-paced environment with various departments to cultivate a culture of compliance.• Project Management: Comfort in dynamic environments, ability to shift priorities and manage projects across multiple functions and timelines.• Certifications: Professional certifications such as Certified Compliance &amp; Ethics Professional (CCEP) are advantageous.Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $74,000-141,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Compliance Analyst

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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