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<h3>Job Description:</h3>Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking.You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product &amp; Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business.The Expertise We’re Looking For<ul><li>Health &amp; Welfare outsourcing services expertise required.</li><li>Bachelor’s Degree, minimum; master’s degree or MBA preferred.</li><li>Experience engaging with senior internal and external clients and partners</li><li>Experience delivering strong results while working in cross-organizational, highly matrixed environments.</li><li>Minimum of 10 years of experience in the healthcare product/industry experience.</li><li>A minimum of 7 years managing a team.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 63, and 24 required (can be obtained in the role)</li></ul>The Purpose of Your RoleGuide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work.The Skills You Bring<ul><li>Extensive management and health plan administration experience.</li><li>Strong knowledge of Fidelity’s products and services, management processes and overall Fidelity network a plus.</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives.</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments.</li><li>Outstanding oral and written presentation skills.</li><li>Strong communication and facilitation skills.</li><li>Outstanding meeting management skills.</li><li>Project management.</li><li>Strong organizational skills.</li><li>Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning.</li></ul>The Value You Deliver<ul><li>Managing day to day activities for associates – including deal assignments and balancing requests to support WI Healthcare sales goals.</li><li>Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible.</li><li>Assisting team in managing RFP responses and overall deal quality through entire sales cycle</li><li>Managing group initiatives to support key business goals.</li><li>Providing input to the sales strategy.</li></ul>How Your Work Impacts the OrganizationThe Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales SupportMost 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.

Fidelity Investments

Vice President, Head of Healthcare Sales Delivery

Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: DentalAll Locations: 20 Maverick Square – Cradock BuildingPosition Summary: The Dental Insurance and Financial Coordinator plays a critical role in the financial health of a dental practice by managing patient insurance claims, verifying benefits, and ensuring timely reimbursement from insurance providers. This position requires a blend of administrative skills, attention to detail, and strong communication abilities to provide excellent service to patients while maximizing insurance utilization.<ul><li>Verify patients’ dental insurance coverage prior to appointments.</li><li>Enter and update insurance information in the practice management system.</li><li>Explain insurance benefits, co-pays, deductibles, and coverage to patients. Ensures all applicable waivers are obtained prior to treatment.</li><li>Engage patient with Patient Services if patient does not have insurance. Assist patient filling out Sliding Fee Scale when necessary in collaboration with the Billing Department.</li><li>Inform patients of their estimated financial responsibility before procedures. Ensure patients understand their financial responsibility by reviewing/reconciling accounts and explaining/answering all financially based treatment inquiries.</li><li>Responsible for ensuring that scheduled and planned treatment meets insurance eligibility, benefits, limitations and coverage guidelines and that all applicable waivers are obtained prior to treatment.</li><li>Ensure patients accept, sign, and fully understand their financial responsibilities to pay their co-pays, deductibles, and balances due at time of service.</li><li>Answer patient questions related to insurance, claims, and billing.</li><li>Maintain accurate patient insurance records and documentation.</li><li>Ensure compliance with HIPAA and insurance regulations.</li><li>Stay current with changes in insurance policies and coding updates.</li><li>Work closely with front office staff, hygienists, and dentists to coordinate patient care.</li><li>Support front desk duties such as scheduling and phone handling when needed.</li><li>Assist with referrals.</li><li>Engage and collaborate with Patient Accounts.</li><li>Assist with Sliding Fee scale.</li></ul>EDUCATION: <ul><li>High School Diploma or G.E.D.</li></ul>EXPERIENCE: <ul><li>5+ years of experience in a dental office or similar setting (preferred).</li><li>Knowledge of Medicare, MassHealth, and commercial insurance pre-claims requirements, regulations, and guidelines (preferred).</li><li>Strong knowledge of dental insurance plans, procedures, and CDT codes.</li></ul>SKILLS/ABILITIES:<ul><li>Bilingual skills preferred (english/spanish)</li><li>Computer skills required</li><li>Working knowledge of insurance verification processes</li><li>Demonstrated ability to work cooperatively in a patient/customer centered, fast paced environment.</li></ul>EEO &amp; Accommodation Statement:NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your requestFederal Trade Commission Statement: According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.E-Verify Program Participation Statement:NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.

NeighborHealth

NeighborhoodHealth

Dental Insurance & Financial Coordinator

At Cleveland State our mission is to build strong minds, careers and communities through exceptional teaching and learning, workforce development and service. We wish to hire faculty with similar values who can help us accomplish those goals.
CLEVELAND STATE COMMUNITY COLLEGE is accepting applications for the following position: Adjunct Faculty Pool - Logistics and Supply Chain Management
Instructors provide quality instruction for student learning and maintain a positive learning environment in the class. The major emphasis for instructors is on teaching and evaluating students in the course. Classes are taught in a variety of formats and at several different locations, as well as online. Instructors also communicate with students between classes and are responsible for several administrative duties such as reporting on academic activity and submitting final grades.
Duties and Responsibilities:
1. Planning and teaching classes as assigned and as outlined in the course descriptions and course syllabi and departmental guidelines.
2. Beginning and ending all classes as scheduled and covering all relevant learning outcomes for each course.
3. Maintaining academic standards and classroom behavior to ensure an environment conducive to learning, communicating with students weekly, and answering student emails in a timely manner.&nbsp;
4. Evaluating students using a variety of methods and informing each student of scores received on each assessment in a timely manner.
5. Using Cleveland State email for administrative purposes and responding to student questions via Cleveland State email in a timely manner.&nbsp;
6. Meeting deadlines for all administrative requests such as submitting personnel paperwork, acknowledging contracts, academic activity and assessment reports, and final grades.&nbsp;
7. Submitting requests through the department chair, program coordinator/director, or lead teacher for equipment, supplies, textbooks, and other instructional aids.
Qualifications:&nbsp;
Master’s degree or higher in a qualifying field or Master’s degree or higher with 18 graduate semester hours in any combination of the qualifying fields or Bachelor's degree in a qualifying field with two or more of the following:&nbsp;
• Documentation of professional certification (national, regional or state)&nbsp;
• Documentation of professional employment
• Documentation of teaching excellence
Qualifying fields include Business, Business Administration, Accounting, Finance, Human Resources, Law, Marketing, Management, Statistics, Economics, Logistics/Transportation Management, Supply Chain Management, Global Management, or other related major.
Availability/Closing Date:&nbsp;This posting is not a guarantee of an open position. Applications for adjunct faculty positions are accepted on a continuous basis and reviewed by the department when openings become available. Future teaching assignments are on a term-by-term basis, which may include fall, spring and summer. Postings close yearly on October 31; to maintain your application within the system, you will need to re-apply each year.
Application packet should consist of a cover letter, a transcript, a resume/CV, and three references to be considered for an Adjunct Faculty position. Unofficial transcripts are acceptable for the application process. Official transcripts will be required upon hire. Applicants may be subject to a background check.&nbsp;
Adjunct faculty pay rates are based upon educational qualifications.&nbsp; The rates per credit hour for each educational level are as follows:
Less than Bachelor's degree $500
Bachelor's degree $525
Master's degree $550
Master's plus 30 semester hours (ABD) $575
Doctorate $600
If you are interested, click on the link to the top right to apply.
Human Resources Office Cleveland State Community College Telephone: 423-478-6203; FAX: 423-478-6257 email: <a href="mailto:mdarnell01@clevelandstatecc.edu" target="_blank">mdarnell01@clevelandstatecc.edu</a> website:&nbsp;<a href="https://careers.tbr.edu/jobs/www.clevelandstatecc.edu" target="_blank">www.clevelandstatecc.edu</a>
Cleveland State Community College is a TBR and EEO employer and does not discriminate against students, employees, or applicants for admission or employment on the basis of race, color, religion, creed, national origin, sex, sexual orientation, gender identity/expression, disability, age, status as a protected veteran, genetic information, or any other legally protected class with respect to all employment, programs, and activities.
Human Resources Office Telephone: 423-478-6203; FAX: 423-478-6257 Email:&nbsp;<a href="mailto:humanresources@clevelandstatecc.edu" target="_blank">humanresources@clevelandstatecc.edu</a>
Website:&nbsp;<a href="https://careers.tbr.edu/jobs/www.clevelandstatecc.edu" target="_blank">www.clevelandstatecc.edu</a>
The following link will direct you to a reporting section of the college’s website:&nbsp;&nbsp;<a href="https://www.clevelandstatecc.edu/a-z-index/how-do-i-report/" target="_blank">How Do I Report</a>
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Motlow State Community College


      Adjunct Faculty Pool - Logistics and Supply Chain Management
    

Title: Board Operations and Capital Budget Coordinator
Employee Classification:&nbsp;Professional&nbsp;
Institution:&nbsp;System Office
Department: Facilities and Board Affairs
Campus Location: Tennessee Board of Regents System Office
Job Summary
This position provides high-level administrative, operational, and analytical support across the areas of Board operations and capital budget management. It supports the planning, coordination, and execution of quarterly and special Board meetings, while assisting with the development, submission, and tracking of capital budget requests and project documentation. The position also participates in and supports the preparation for SBC, ESC, OSA, THEC, F&amp;A, TSSBA, Board of Regents, and related meetings. This role requires a proactive, self-motivated professional who demonstrates initiative, sound judgment, and the ability to anticipate needs and respond effectively in a dynamic environment. Serving as a key point of contact for internal staff, campuses, and external agencies, this role requires a high degree of confidentiality, accuracy, discretion, and professionalism in all aspects of work.
Job Duties
<ul>
<li>40% - Board Office and Meeting Management: Serves as the Assistant Board Secretary, supporting the planning, coordination, and logistics for quarterly and special Board meetings, committee meetings, and related events. Proactively compiles and organizes materials; prepares agendas, scripts, reports, resolutions, and minutes as directed. Anticipates meeting needs, identifies potential issues, and recommends solutions to ensure smooth execution. Assists with onboarding and orientation for new Board members and supports annual disclosure and policy compliance processes. Serves as a key member of the Board team, providing administrative and logistical support to ensure the effective planning, execution, and follow-up of meetings and events. - (Essential)</li>
<li>30% - Assists the Assistant Vice Chancellor with the annual capital budget request process, project submittals, and information requests by coordinating with campuses, project managers, and staff, while tracking status updates and ensuring timely, accurate submissions. Participates in SBC, ESC, OSA, THEC, TSSBA, F&amp;A, Board of Regents, and other related meetings to provide support to the AVC, including preparing materials, taking notes, coordinating follow-up actions, and maintaining documentation. When delegated, represent the AVC or convey information on their behalf. Provides administrative and analytical support to ensure the AVC is fully prepared for meetings and deadlines. - (Essential)</li>
<li>20% - Administrative and Operational Support: Serves as a point of contact for the Board Office and Capital Budget areas; monitors related email accounts and ensures timely, professional responses. Processes invoices, travel claims, and supply orders; maintains office supplies and inventory. Prepares, edits, and proofreads correspondence; maintains official records and reference materials and ensures proper filing and document retention. Provides comprehensive administrative support for both the Board Office and Capital Budget operations and coordinates ad hoc projects and special assignments as needed. Assists with the presidential search process in consultation with the AVC. Represents and assists the Executive Assistant to the Chancellor. Assists with calls and correspondence to the System Office. Contributes to the development and updates of office procedures, templates, and process documentation to promote efficiency and consistency across operations. - (Essential)</li>
<li>10% - Supports TBR goals and initiatives by performing other duties, special projects, and assignments as requested. - (Marginal)</li>
</ul>
Minimum Qualifications
• Associate’s degree and a minimum of 3 years of professional experience OR a comparable combination of education and experience • Experience with planning events and coordinating travel • Experience managing official records, documents, or reports • Available for limited travel • This position is based in Nashville, Tennessee, and requires on-site work at least one day per week, with additional in-office days as needed based on workload and organizational needs. 
Preferred Qualifications
• Bachelor’s degree and 2 years of experience • Experience in higher education or state government • Experience providing executive-level support to senior leadership or a governing board • Familiarity with capital budgeting, facilities development, or project management processes 
Knowledge, Skills, and Abilities
• Demonstrates initiative, sound judgment, and the ability to work independently and as part of a team with adaptability and flexibility. • Demonstrates ability to work professionally and collaboratively with Board Members, executives, and senior management. • Strong communication, interpersonal, and document preparation skills. • Proven ability to manage and maintain highly confidential information. • Proficient in Microsoft Word, Excel, PowerPoint, Access, Teams, Adobe Acrobat, and file management. • Highly organized with strong attention to detail in recordkeeping, file organization, deadlines, and reporting. • Able to address and prioritize multiple tasks and deadlines. 
Physical Demands / Working Conditions 
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      Board Operations and Capital Budget Coordinator
    

<h4>CHICAGOLAND SPEEDWAY</h4>Chicagoland Speedway is a 1.5-mile oval located in Joliet, Ill., approximately 30 miles south of downtown Chicago on Old Historic Route 66. On July 3-5, 2026, NASCAR will make its much-anticipated return to Chicagoland Speedway for three days of racing action. Position PurposeWe're seeking a highly organized and detail-oriented Office Coordinator to play a critical role in the success of NASCAR’s return to Chicagoland Speedway in 2026. This is a seasonal, in-office position based in Joliet, IL. As the Office Coordinator, you'll be a key player in ensuring the smoothoffice and administrative operations, working closely with the General Manager and Director of Facility Operations.This position is ideal for an energetic professional who doesn’t mind wearing multiple hats, is experienced in handling a wide range of administrative, operational and executive support related tasks, able to problem solve and work independently.Responsibilities:<ul><li>Coordinate with the corporate legal department on the development of all legal documents with partners, vendors, track rentals, service providers, etc.;</li></ul><ul><li>Provide administrative support for Chicagoland Speedway leadership team, including answering phones, coordination of daily calendars, expense reports, travel itineraries, credential requests, etc.;</li></ul><ul><li>Maintain clear and professional communication with internal teams and vendors, ensuring everyone is informed and aligned;</li></ul><ul><li>Maintain a cool and collected demeanor under pressure, effectively assisting in managing any high-stakes situations that may occur;</li></ul><ul><li>Oversee the guest list, distribute invitations, passes and serve as host inside the Chicagoland Speedway suite during events;</li></ul><ul><li>Manage the procurement and distribution of staff/event apparel;</li></ul><ul><li>Uphold a strict level of confidentiality;</li></ul><ul><li>Process incoming and outgoing mail/packages, shipping and receiving;</li></ul><ul><li>Coordinate with IT department on all office equipment and assist with telecom and network issues and maintain inventory logs;</li></ul><ul><li>Monitor and maintain office supply and breakroom inventory;</li></ul><ul><li>Organize office operations and procedures;</li></ul><ul><li>Other duties as assigned.</li></ul>Qualifications:<ul><li>At least 18 years of age.</li></ul><ul><li>Strong communication, interpersonal, and collaboration skills.&nbsp;</li></ul><ul><li>Exceptional time management and organizational abilities, with a proven track record of managing multiple priorities and deadlines.</li></ul><ul><li>Ability to remain calm and professional in high-pressure situations.</li></ul><ul><li>A proactive and solution-oriented approach to problem-solving.</li></ul><ul><li>Exceptional proficiency in Excel and Google Sheets, with experience in creating and managing complex spreadsheets, budgets, and schedules.</li></ul><ul><li>Meticulous attention to detail.</li></ul><ul><li>Reliable transportation to and from the track location.</li></ul>The compensation range for this position is:16.00-18.00Benefits InformationFor an overview of NASCAR Benefits, please navigate to: <a href="https://careers.nascar.com/benefitsandwellness/" target="_blank">https://careers.nascar.com/benefitsandwellness/</a>For an overview of NASCAR Benefits, please navigate to: <a href="https://careers.nascar.com/benefitsandwellness/" target="_blank">https://careers.nascar.com/benefitsandwellness/</a>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

Office Coordinator Event Staff - Chicagoland Speedway

<h3></h3><h3>Job Description:</h3>Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. 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>Remarkable 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 calls to further educate clients and uncover opportunities</li></ul><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><h3>How Your Work Impacts the Organization</h3>Through your knowledge of financial planning 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 complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Relationship ManagementMost 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.

Planning Consultant - Grand Rapids, MI

<h3></h3><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><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></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.

Financial Consultant - Grand Rapids, MI

<h3></h3><h3>Job Description:</h3>The RoleThe Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.The Manager, Implementation Project Management will do the following:<ul><li>Onboarding of new Fidelity Registered Investment Advisors and/or Broker Dealers</li><li>Supporting existing advisors and firms who are converting onto the platform.</li><li>Leading small to mid-level Implementation Projects as well as acting in a support capacity for larger conversion events</li></ul>The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) and Broker Dealers onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Manager, Implementation Project Management will be required to handle small to mid-level deals with and assist on larger, more sophisticated clients.The Expertise You Have<ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience.</li><li>3 – 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul>The Skills You Bring<ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% of time</li></ul>The Value You Deliver<ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise.</li></ul>The TeamFidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.Note: This role does not support sponsorship.<h3></h3><h3>Certifications:</h3>Series 07 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Client ServiceMost 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.

Manager / Sr. Manager, Implementation Project Manager - Institutional Wealth Management Services CE

<h3>Job Description:</h3><h3>Insurance Compliance Director</h3><h3>The Role</h3>The Insurance Compliance Director is responsible for conducting compliance activities in support of Fidelity’s insurance and annuity business. In addition to being a member of Fidelity’s insurance compliance group, the Insurance Compliance Director will also support cross-functional teams focused on developing and launching new Fidelity insurance products and services. Primary responsibilities will be identifying and communicating all the compliance requirements related to these new insurance products and services and representing Compliance at meetings with senior members of the business.The Expertise and Skills You Bring <ul><li>BA/BS Degree with 10+ years of business leadership within the financial services or insurance industry</li><li>Experience working with institutional group insurance products is preferred</li><li>Strong leadership skills.</li><li>Excellent interpersonal and written/verbal communication skills who can build compelling, executive-level presentations that communicate strategic insights in a clear, concise, and structured manner.</li><li>Efficient and works in a fast-paced environment and can multi-task across multiple large initiatives.</li><li>Creates and maintains strong business relationships, builds trust, and cultivates collaboration.</li><li>Designs, develops and maintains compliance programs which support designated business units.</li><li>Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.</li><li>Welcomes challenges and is a go getter who constantly looks for opportunities to continuously improve!</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe individual in this role is a member of the Fidelity Investments Life Insurance Company Compliance team. This role reports to another member on this team, who in turn reports to the Chief Compliance Officer of Fidelity Investments Life Insurance Company. The Insurance Compliance Director works closely with legal and other compliance professionals from across the firm to provide high quality compliance support to the insurance company’s product development and marketing teams. We have a relentless commitment to protecting the firm’s valuable reputation by ensuring that we do what is right for our customers and adhering to applicable laws and regulations!<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost 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, Insurance Compliance

<h3>Job Description:</h3>This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach &amp; Irvine 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $85,000 - $121,000 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>Sales

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