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<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 30 – 40 client relationships that may range $25 – $60M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. The Expertise We’re Looking For <ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position. </li></ul><ul><li>5+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry. </li></ul>The Purpose of Your Role The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel. The Skills You Bring <ul><li>Your retirement plan record keeping and administration experience. </li></ul><ul><li>Your relationship management experience. </li></ul><ul><li>You have excellent verbal and written communication skills. </li></ul><ul><li>Your excellent organization and time leadership skills and attention to detail. </li></ul><ul><li>You have shown problem-solving skills. </li></ul><ul><li>Your effective presentation skills, influence and negotiation skills. </li></ul><ul><li>You have experience working with Financial Advisors. </li></ul>The Value You Deliver <ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers. </li></ul><ul><li>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s “trusted advisor” in partnership with the Plan’s Advisor. </li></ul><ul><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor. </li></ul><ul><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client. </li></ul><ul><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor. </li></ul><ul><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs. </li></ul><ul><li>Differentiating Fidelity's benefits approach against competitive benefit solutions. </li></ul><ul><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives. </li></ul><ul><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives. </li></ul><ul><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor. </li></ul><ul><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers. </li></ul><ul><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor. </li></ul><ul><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors. </li></ul><ul><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome. </li></ul><ul><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client. </li></ul><ul><li>Developing strong working relationships internally. </li></ul>How Your Work Impacts the Organization Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The base salary range for this position is $90,000-$204,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.How Your Work Impacts the OrganizationFocusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.The Expertise You Have <ul><li>Require associate in this role to hold Series 7 &amp; 63 licenses</li><li>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</li></ul>The Value You Deliver <ul><li>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s “trusted advisor.”</li><li>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</li><li>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</li><li>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</li><li>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</li></ul>Strategic Book Management<ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</li><li>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</li><li>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul>The base salary range for this position is $112,000-$255,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Managing Director- 401K Relationship Manager

The hiring range for this role is: &nbsp;85,126.50 - 126,003.57This is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting.&nbsp; We may ultimately pay more or less than the hiring range andthis hiringrange may also be modified in the future. A candidate’s position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.&nbsp;This job is also eligible for annual bonusincentivepay.We offer a comprehensive package of benefits including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.Job Description Summary: Manages and conducts investigations related to fraud, theft, and other criminal activities within an organization. Develops and implements fraud prevention programs and strategies to mitigate risks and protect assets. Collaborates with law enforcement agencies, legal teams, and internal stakeholders to gather evidence, interview witnesses, and build cases for prosecution. Provides expert guidance and advice on fraud detection techniques, compliance regulations, and best practices in fraud prevention. Analyzes data, trends, and patterns to identify potential fraudulent activities and develop proactive measures to prevent future incidents. Conducts training sessions and workshops to educate employees on fraud awareness and prevention strategies.Responsibilities include but are not limited to: ​<ul><li>Education and Training: Develop communication materials and provide training for assigned contract requirements, compliance systems, and program standards. 20%</li><li>Documentation and Reporting: Prepare necessary reports and forms, maintain documentation to support contract and Carrier Letter requirements, and ensure timely and accurate records of case developments. 20%</li><li>Investigative Coordination: Coordinate investigative efforts among BCBS Plan Special Investigation Units (SIUs), assigned contract Pharmacy Benefit Managers (PBMs), law enforcement agencies, and other stakeholders. Provide summaries for BCBSA Legal Department and Office of Personnel Management-Office of the Inspector General, support health care fraud investigations, and deliver case presentations to U.S. Attorney Offices, as required. 20%</li><li>Subject Matter Expertise and Research: Support SIU staff as a subject matter expert (SME) on all required tracking systems. Conduct research and assist in developing anti-fraud training for assigned Plan and applicable PBM SIU staff. 15%</li><li>Relationship Building and Special Projects: Develop and maintain productive working relationships with various local, state, and federal law enforcement agencies and industry partners. Assist with special projects, including training new staff and revising applicable Standards Manuals. 15%</li><li>Programmatic Guidance and Corrective Actions: Provide programmatic Fraud, Waste &amp; Abuse (FWA) guidance and input to PBMs, Plan SIUs, and internal BCBSA business units. Recommend and implement corrective actions to mitigate identified risks and recommend updates to processes, benefits, and protocols. 10%</li></ul>Required Education, Certifications and Experience:Education:<ul><li>Required Bachelor's Degree or equivalent work experience</li></ul>Experience:<ul><li>4+ Years experience in law enforcement, Healthcare Fraud Investigations, nursing, healthcare plan operations, or related fields Required</li></ul>Knowledge Skills and Abilities:<ul><li>Excellent written and verbal communication skills.</li><li>Excellent organizational and time management skills.</li><li>Strong training and presentation skills.</li><li>Ability to research and analyze data/information and apply it appropriately and accurately.</li><li>Strong interpersonal skills and relationship development abilities.</li><li>Demonstrated technical proficiency in the use of various computer software programs, including Microsoft Office applications and databases.</li><li>Ability to exercise independent judgment to facilitate responses to inquiries/questions.</li><li>Knowledge of the Federal Employee Health Benefit Program (FEHBP).</li></ul>Certifications &amp; Licenses:<ul><li>Preferred: AFI</li></ul>Additional information:<ul><li>Five or more years of experience in law enforcement, Healthcare Fraud Investigations, nursing, healthcare plan operations, or related fields.</li><li>Experience in analyzing and responding to complex sets of information and/or processing information requests.</li><li>Prior federal, state, or local law enforcement experience.</li><li>Prior health care fraud investigative experience and/or clinical experience.</li><li>Nursing or medical coding experience.</li><li>Criminal justice experience</li><li>Prior BCBS Plan experience</li></ul>#LI_HYBRID

Blue Cross Blue Shield Association

Fraud Investigations Consultant

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, RedmondAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul>The base salary range for this position is $46,000 - $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<h3>Category:</h3>Customer Service

Client Support Specialist - Greater Seattle, WA Area (REMOTE)

The hiring range for this role is: &nbsp;92,787.88 - 139,616.25This is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting.&nbsp; We may ultimately pay more or less than the hiring range andthis hiringrange may also be modified in the future. A candidate’s position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.&nbsp;This job is also eligible for annual bonusincentivepay.We offer a comprehensive package of benefits including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.This role is responsible for leading and managing small to mid-size projects and portions of larger projects addressing critical strategic issues for the Blue System. The role is responsible for applying analytical rigor (e.g., data collection and analysis) and executing primary and secondary research, including BCBS Plan input. The position will be able to identify actionable insights and share with non-technical audiences, including senior leadership. The role requires attention to detail, collaboration and project management. He/she/they will communicate up, down and around to keep business partners engaged and motivated to act on strategic insights.<li>Develop executive deliverables and present findings to inform and influence key decision makers. 30%</li><li>Conduct primary/secondary research, synthesize findings, and identify strategic recommendations. 25%</li><li>Project lead for mid-size projects and portions of larger projects 25%</li><li>Support strategic planning including BCBS Plan engagement. 15%</li><li>Provide coaching and oversight to junior staff 5%</li> Job Overview: This role is responsible for leading and managing small to mid-size projects and portions of larger projects addressing critical strategic issues for the Blue System. The role is responsible for applying analytical rigor (e.g., data collection and analysis) and executing primary and secondary research, including BCBS Plan input. The position will be able to identify actionable insights and share with non-technical audiences, including senior leadership. The role requires attention to detail, collaboration and project management. He/she/they will communicate up, down and around to keep business partners engaged and motivated to act on strategic insights. Essential Functions<ul><li>Develop executive deliverables and present findings to inform and influence key decision makers.</li><li>Conduct primary/secondary research, synthesize findings, and identify strategic recommendations.</li><li>Project lead for mid-size projects and portions of larger projects</li><li>Support strategic planning including BCBS Plan engagement.</li><li>Provide coaching and oversight to junior staff.</li></ul>Education <ul><li>Required Bachelor's Degree in related discipline; or equivalent work experience.</li><li>Experience </li><li>5+ Years related business experience Required</li><li>Experience with business/product strategy development and application of analytical methods.</li><li>Strong project lead experience in preparing work plans leading small to mid-sized projects and portions of larger projects.</li><li>Knowledge Skills and Abilities </li><li>Experienced analytical and creative problem-solving skills to lead hypothesis development and integration. Competency to generate actionable insights from analytical work. Effective written and verbal communication skills, including facilitation and presentation abilities. Demonstrated ability to work independently. Familiarity with health insurance industry and concepts. Proficient relationship building and influence skills. Mentoring skills: ability to mentor junior staff and aid in career development.</li></ul>#LI-Hybrid

FEP Strategy Senior Consultant

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 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

Investment Consultant - Washington, D.C.

<h4>Overview</h4>LMI is currently seeking a Cybersecurity Consultant to support our United States Customs and Border Protection (CBP) customer. The ideal candidate will have had roles on several project teams which were focused in the areas listed in the Responsibilities section below.&nbsp;This is a full-time position located onsite in Washington, DC. Situational telework may be authorized by the Government.LMI: Innovation at the Pace of Need™At LMI, we’re reimagining the path from insight to outcome at The New Speed of Possible™. Combining a legacy of over 60 years of federal expertise with our innovation ecosystem, we minimize time to value and accelerate mission success. We energize the brightest minds with emerging technologies to inspire creative solutioning and push the boundaries of capability. LMI advances the pace of progress, enabling our customers to thrive while adapting to evolving mission needs.&nbsp;LMI is a consultancy dedicated to powering a future-ready, high-performing government, drawing from expertise in digital and analytic solutions, logistics, and management advisory services. We deliver integrated capabilities that incorporate emerging technologies and are tailored to customers’ unique mission needs, backed by objective research and data analysis. Founded in 1961 to help the Department of Defense resolve complex logistics management challenges, LMI continues to enable growth and transformation, enhance operational readiness and resiliency, and ensure mission success for federal civilian and defense agencies.LMI has been named a 2024 #BestPlacestoWork in the United States by Built In! We are honored to be recognized as a company that values a people-centered culture, and we are grateful to our employees for making this possible!<h4>Responsibilities</h4>Candidates will have experience supporting initiatives across CBP organizational components, and must possess strong client, written and verbal communication skills.&nbsp; Candidate shall assist assigned CBP programs and projects in all activities involving Security Engineering and Certification and Accreditation of Information Technology (IT) Infrastructure including the following areas: &nbsp;<ul><li>Ensuring the confidentiality, integrity, and availability of systems, networks, and data through the planning, analysis, development, implementation, maintenance, and enhancement of information systems security programs, policies, procedures, and tools</li><li>Implementation of higher-level security requirements such as those resulting from laws, regulations, or Presidential directives</li><li>Integration of security design principles across disciplines and SELC</li><li>Research and discovery of information protection needs against cyber-attacks and document information protection policies</li><li>Review of proposed new systems, networks, and software designs for potential security risks</li><li>Lead security related product selection and implementation activities</li><li>Define the scope and level of detail for security plans and policies applicable to the system</li><li>Institute measures to ensure security awareness and compliance</li><li>Identify the need for changes based on new security technologies or threats</li><li>Analyze change requests to the system for security posture impact</li><li>Development and implementation of long-range plans for IT security systems that anticipate, identify, evaluate, mitigate, and minimize risks associated with IT systems vulnerabilities</li><li>Review and evaluation of security incident response policies</li><li>Manages security incident procedures</li><li>Execution of all duties described in the DHS Information System Security Office</li><li>Manage and maintain system authorization status (Authority to Test (ATT) and Authority to Operate (ATO)</li><li>Support the development and review of Privacy Threshold Assessment (PTA) documents for systems</li><li>Work effectively with CBP Office of Information Technology (OIT) teams to ensure secure operation of all systems within the area of responsibility as designated by the client</li><li>Ensure continuous monitoring strategies, verify corrective actions, and work effectively with other groups to ensure effective, ongoing security posture for systems</li><li>Manage security documentation utilizing the CSAM system</li><li>Other cybersecurity related duties as assigned.</li></ul><h4>Qualifications</h4><ul><li>Bachelor’s degree in Information Systems or Computer Science desired.</li><li>Minimum of 3-10 years experience carrying out ISSO and RMF related activities in federal government cybersecurity environments desired.</li><li>Security+, Network +, CCNA, CISA, or other DoD 8570 IAM level 1 certifications desired.&nbsp; CISSP certification preferred.</li><li>Good people management, communication, attention to detail, and customer service skills.</li><li>Demonstrated on-the-job experience using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.</li><li>Must be proactive and highly motivated to support customer needs and ensure continued security for customer systems in keeping with federal guidance and DoD specific requirements.</li><li>Must have experience utilizing the CSAM system for cybersecurity documentation management.</li><li>All position require eligibility to acquire CBP BI, for which you must be a U.S Citizen.&nbsp;&nbsp;Highly Preferred: Active U.S. Customs and Border Protection (CBP) BI.</li><li>This position is contingent upon completion of CBP BI and customer approval.</li></ul>Target salary range: $104,661 - $ $184,203Disclaimer:&nbsp;The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.<h4> LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a> Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Need help finding the right job? </h4>We can recommend jobs specifically for you!Click here to get started.

LMI Consulting, LLC

Cybersecurity Consultant

<h4>Overview</h4>LMI is seeking a Management Analyst with experience in software-centric program management to support the Health Information Systems program management office under the Office of Health Security (OHS). The OHS leads DHS efforts in protecting the health of their workforce and the homeland.&nbsp; A successful candidate will be a professional, highly organized, detail oriented self-starter who takes initiative and enjoys working in a fast paced, team oriented environment. The candidate must be able to obtain DHS Suitability. The work location is at the Client Site, St Elizabeth, in Washington, D.C.&nbsp; Some work can be done remotely, pending Client's approval.LMI is a consultancy dedicated to improving the business of government, drawing from deep expertise in advanced analytics, digital services, logistics, and management advisory services.&nbsp; Our clients value our specialized services in logistics, intelligence, homeland security, health care, and energy and environment markets. We believe government can make a difference, and we seek talented, hardworking people who share that conviction. We offer a generous compensation package with excellent benefits that start the first day of employment.&nbsp; Flex time and tuition reimbursement are some of our many work-life benefits available to our employees.LMI offers a generous compensation package with excellent benefits that start the first day of employment. Flexible work schedules, tuition reimbursement, generous retirement contributions and leave policies; are a few of our many work-life benefits available to our employees. Come join the organization consistently ranked as a top workplace!<h4>Responsibilities</h4><ul><li>Work in a dynamic and fast-moving environment</li><li>Apply the DHS Acquisition Lifecycle Framework (MD-102) in supporting software-centric programs</li><li>Assist the government in adopting Agile practices</li><li>Manage and mitigate risks and issues – Management of the Risk Register and meetings </li><li>Streamline processes/business process improvement</li><li>Draft acquisition documents for information technology programs in accordance with DHS regulations and policies</li><li>Have familiarity with Project Management Institute (PMI) project management practices and implementation</li><li>Report project status/progress, schedule, and risk information to government leadership</li><li>Support the development the measures of effectiveness and performance metrics – KPIs, MOEs, and MOPs.&nbsp;</li><li>Support development of Systems Engineering Lifecycle (SELC) documentation&nbsp;</li><li>Lead the coordination with other DHS Components</li><li>Coordination with stake holders to develop system requirements</li><li>Be able to communicate and support in building partnerships with industry representatives&nbsp;</li><li>Work on unusually complex problems and provide solutions that are highly creative</li></ul><h4>Qualifications</h4>Required:&nbsp;<ul><li>Bachelor's degree</li><li>3+ years of relevant work experience</li><li>Ability to obtain DHS Suitability. An active DHS Suitability clearance is highly preferred</li><li>Demonstrate abilities to coordinate with stakeholders and communicate project status</li><li>Demonstrate high levels of initiative and customer responsiveness</li><li>Excellent communications skills (oral and written)</li><li>Basic understanding of agile methodology (Scrum and/or Kanban)</li><li>Experience in supporting software-centric, developmental programs that apply agile methodology (Scrum and/or Kanban) highly preferred</li><li>Knowledge in DHS or DoD acquisition management process highly preferred</li></ul>Targeted Salary Range: $62,000 - $88,000Disclaimer:The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.#LI-SH1<h4> LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a> Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Need help finding the right job? </h4>We can recommend jobs specifically for you!Click here to get started.

Management Analyst - Medical Information System Acquisition

<h4>Overview</h4>LMI is actively seeking Senior Logistics Consultants to support a CBP program management office in the National Capital Region (Washington, D.C.). Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe and facilitate trade and travel. As part of our high-performing team, you will augment our vital work to provide “eyes and ears” technology to protect our nation.&nbsp;LMI is a consultancy dedicated to powering a future-ready, high-performing government, drawing from expertise in digital and analytic solutions, logistics, and management advisory services. We deliver integrated capabilities that incorporate emerging technologies and are tailored to customers’ unique mission needs, backed by objective research and data analysis. Founded in 1961 to help the Department of Defense resolve complex logistics management challenges, LMI continues to enable growth and transformation, enhance operational readiness and resiliency, and ensure mission success for federal civilian and defense agencies.LMI has been named a 2024 #BestPlacestoWork in the United States by Built In! We are honored to be recognized as a company that values a people-centered culture, and we are grateful to our employees for making this possible!<h4>Responsibilities</h4>You will support life cycle management and sustainment for CBP’s portfolio of programs, projects, demonstrations, and other efforts. You will apply your skills in Integrated Logistics Support (ILS) principles to help establish policy, processes, and procedures that extend system lifecycles, require less support, and reduce overall life-cycle costs. In addition, you will provide ILS input in the development of requirements documentation for new systems and other key acquisition, engineering, and logistics artifacts supporting the acquisition and Operations and Support (O&amp;S) phases of an acquisition program.Other duties include:<ul><li>Assist the government in the development and implementation of CBP enterprise life cycle logistics support policy (aligned with DHS MD 102-01 Appendix J, Logistics and Sustainment).</li><li>Experience advising clients on data best practices, methods, and use to generate better informed business and/or mission decisions </li><li>Provide logistics planning and implementation support, to include:</li><ul><li>CBP’s Cost-Wise Readiness tenets implementation and execution support.</li><li>Independent Logistics Assessment support.</li><li>Lifecycle Logistics Management workforce development support.</li><li>Logistics and sustainment support for planned and deployed systems. </li><li>Asset management and training support .</li></ul><li>Review and provide feedback to CBP programs’ life cycle logistics support and ILS plans.</li><li>Provide input to contract requirements for life-cycle support, Test and Evaluation Master Plans (TEMPS), Life Cycle Cost Estimates (LCCE), and Project Management Plans (PMP).</li></ul><h4>Qualifications</h4><ul><li>10+ years of major system logistics experience.</li><li>Bachelor's degree required and Master's degree strongly desired.</li><li>Previous experience with program or lifecycle logistics management at DoD, DHS, or other civilian agency with demonstrated acquisition and lifecycle management experience with a major weapon system, border enforcement, or other federal civilian acquisition/capital investment program.</li><li>DHS or DAWIA logistics Lifecycle Logistics certification desired.</li><li>Ability to pass a government background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance use, and employment verifications. Only U.S. citizens are eligible for a suitability determination.</li><li>Active U.S. Customs and Border Protection (CBP) background investigation (BI) preferred. </li><li>Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and SharePoint.</li><li>Ability to communicate clearly with a variety of stakeholders.</li><li>Ability to effectively solve problems.</li><li>Strong communication skills, both oral and written.</li><li>A true team player who maintains a positive attitude in a dynamic environment.</li></ul>Targeted Salary Range: $109,000-$160,000Disclaimer:The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.#LI-SH1<h4> LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a> Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Need help finding the right job? </h4>We can recommend jobs specifically for you!Click here to get started.

Senior Logistics Consultant

<h4>Overview</h4>LMI seeks a Federal Property/Asset Management Subject Matter Expert to support a federal program management office in the National Capital Region. Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe and facilitate trade and travel. As part of our high-performing team, you will augment our vital work to provide “eyes and ears” technology to protect our nation. This position requires the ability to pass a government background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance use, and employment verifications; active U.S. Customs and Border Protection background investigation preferred. Please note that only U.S. citizens are eligible for a suitability determination. LMI is a consultancy dedicated to improving the business of government, drawing from deep expertise in advanced analytics, digital services, logistics, and management advisory services. Established in 1961, LMI is a trusted third party to federal civilian, national security, and defense agencies, operating free of commercial and political bias. For nearly 60 years, LMI has worked with 40 government agencies. From the departments of Defense to Health and Human Services, LMI is honored to support the government's mission and people around the globe. We believe government can make a difference, and we seek talented, hardworking, mission-driven people who share that conviction.We offer a generous compensation package with excellent benefits that start the first day of employment. Flexible work schedules, telework opportunities, and tuition reimbursement are a few of our many work-life benefits available to our employees. Come join the organization consistently ranked as a top workplace!This position is located on-site in Washington, D.C.Some travel in support of client activities may be required. <h4>Responsibilities</h4>You will lead the LMI Asset Management team and guide the duties of LMI Local Property Officers (LPO) in direct support our for our client’s asset portfolios to ensure accountability for government property as it is acquired by the Border Patrol Program Management Office Directorate (PMOD), transferred to the field user organizations, and when required, screened for reutilization or disposal. You will work with technology diverse acquisition portfolios including mobile sensors; fixed sensors; command, control and communications; and subterranean technologies. As an integral part of the government asset acceptance process, you will reconcile support documentation and create asset records in the government financial/asset management database and review purchasing transactions for completeness as part of the acquisition process.&nbsp; You will develop plans and participate in semi-annual and annual inventories to support government accountability and to support annual financial statement audit activities as necessary.You will provide guidance for the development of policy and procedures for PMOD Asset Management.&nbsp; You will be the customer facing representative to the government Asset Manager to review and validate all asset requirements to contract deliverables and the Federal Acquisition Regulation (FAR).Other duties include:<ul><li>Identifying areas for asset management program improvement or innovation such as perpetual inventory, or cycle counting.</li><li>Determining innovative alternatives to sustain the accountability of government personal property within the purview of the Border Patrol PMOD.</li><li>Document the annual inventory process for use by those conducting the inventory.</li><li>Provide site-specific asset management support as when required to accelerate acceptance of assets in new site locations.</li><li>Monitor execution of the annual inventory plan in coordination with local field components.</li><li>Oversee entry of receipt and issue transactions into financial and asset management databases.</li><li>Create and maintain a Management Control Plan that identifies all asset management task assignments, start and completion dates, metrics and status.</li><li>Identify asset management risks to acquisition programs and for technology in the operations and sustainment lifecycle phase.</li><li>Support financial statement audits by providing property records and coordinating site visits.</li><li>Conduct periodic spot check audits for selected sites using property data extracts from financial and asset management databases.</li><li>Screen excess assets for reutilization, sales, or disposal within the Border Patrol, CBP, DHS and government-wide enterprises.</li></ul><h4>Qualifications</h4><ul><li>Ability to pass a government background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance abuse, and employment verifications; active U.S. Customs and Border Protection background investigation preferred. Please note that only U.S. citizens are eligible for a suitability determination.</li><li>7+ years of experience in a Government Property/Asset Management discipline and a Master’s degree in business, management, or a related discipline; or, 12+ years and a Bachelor’s degree.</li><li>Demonstrated knowledge and experience in the application of Federal Acquisition Regulation (FAR) Part 45 as it relates to the management of federal personal property from acquisition through disposal.</li><li>Proven/demonstrated knowledge of FAR Part 45 and the statutory requirements to sustain a compliant property management system.</li><li>Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and SharePoint.</li><li>Experience with SAP and Maximo asset management system is highly desirable.</li><li>Ability to communicate clearly with a variety of stakeholders.</li><li>Ability to effectively solve problems.</li><li>Strong communication skills, both oral and written.</li><li>A true team player who maintains a positive attitude in a dynamic environment.</li></ul><h4> LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a> Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Need help finding the right job? </h4>We can recommend jobs specifically for you!Click here to get started.

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