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<p><strong>ASSOCIATE DEAN OF ENROLLMENT MANAGEMENT</strong></p>
<p><strong>Number of Openings:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1</p>
<p><strong>Employee Classification:&nbsp;</strong>&nbsp;&nbsp;&nbsp;&nbsp; Exempt, Professional</p>
<p><strong>Institution:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Cleveland State Community College</p>
<p><strong>Department:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Enrollment Services</p>
<p><strong>Reports to:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Dean of Enrollment Management</p>
<p><strong>Campus Location:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Cleveland, Tennessee</p>
<p><strong>Salary Range:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </strong>$69,479 - $86,848</p>
<p><strong>**Experience of less than 6 years will align with the minimum salary specified in the salary range.</strong></p>
<p><strong>Moving Allowance:</strong>&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; N/A</p>
<p><strong>Cleveland State Community College</strong> is a comprehensive, two-year post-secondary institution, located in Cleveland, Tennessee. Cleveland State is committed to providing open access and quality education to all students. A Tennessee Board of Regents institution, Cleveland State is accredited by the Southern Association of Colleges and Schools Commission on Colleges (SACSCOC). 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 individuals with similar values who can help us accomplish those goals.</p>
<p><strong>Special Instructions to Applicants:&nbsp; </strong></p>
<p>To be considered for a position at Cleveland State, you must complete an online application. Your skills, abilities, qualifications, and years of experience will be evaluated solely based on the information provided in your application. Any work experience not included will not be considered for meeting the minimum requirements or determining compensation for the position.</p>
<p>Please note the following:&nbsp;</p>
<ul>
<li>Attaching a resume does not substitute for completion of the application form.</li>
<li>Part-time work experience is calculated at 50% of full-time experience.&nbsp;</li>
</ul>
<p><strong>JOB SUMMARY</strong></p>
<p>The <strong>Associate Dean of Enrollment Management</strong> provides leadership and oversight for Admissions, Student Records, and Early Postsecondary programs. This role ensures operational excellence, regulatory compliance, and strategic alignment and synergy across multiple enrollment functions and processes. The Associate Dean supervises directors in these areas, leads policy development, supports and enforces academic compliance, and fosters collaboration across institutional departments. This position is essential in supporting student access, success, and data integrity throughout the enrollment lifecycle.</p>
<p><strong>MINIMUM REQUIREMENTS / QUALIFICIATIONS</strong></p>
<ul>
<li>Master’s degree required. Specialization in Higher Education, Educational Administration, Student Services, K-12 Education, or a closely related field preferred.</li>
<li>Minimum of six (6) years of progressively responsible experience in higher education of which five (5) of those years should include direct supervisory or leadership experience, including oversight of professional staff and cross-functional teams.</li>
<li>Demonstrated experience with student information systems (e.g., Banner), document management systems, and CRM platforms.</li>
<li>Familiar with academic compliance, including FERPA, residency classification, state and federal regulations, and accreditation standards.</li>
<li>Excellent interpersonal, communication, and organizational skills with the ability to work collaboratively across departments.</li>
</ul>
<p><strong>ESSENTIAL JOB FUNCTIONS</strong></p>
<p><strong>Strategic Leadership &amp; Academic Compliance (35%)</strong></p>
<ul>
<li>Assist the Dean of Enrollment in providing strategic leadership and direction for Enrollment Services areas, including Student Records, Admissions, and Early Postsecondary programs, ensuring operational excellence, policy alignment, and student-focused service delivery.</li>
<li>Supervise and support directors and staff, fostering continuous improvement, accountability, and professional development.</li>
<li>Serve as the institution’s primary lead for academic compliance across enrollment functions, including FERPA, residency classification, academic standing, grading policies, and state/federal reporting.</li>
<li>Interpret and apply federal, state, and accreditation standards, lead policy development, implementation, and enforcement.</li>
<li>Collaborate with various college and external entities to ensure audit readiness, accreditation compliance, and data integrity.</li>
<li>Lead cross-functional initiatives to enhance efficiency, data accuracy, and institutional alignment across academic records, systems, and early college programs.</li>
<li>Provide training and ongoing communication to faculty and staff on academic policies, enrollment regulations, and compliance.</li>
</ul>
<p><strong>Oversight of Registrar Services (20%)</strong></p>
<ul>
<li>Oversee registrar operations including registration, grading, transcript processing, academic standing, FERPA compliance, degree conferral, and graduation certification.</li>
<li>Serve as the institutional Residency Officer, ensuring compliance with federal, state, and institutional policies related to academic records.</li>
<li>Coordinate training and policy implementation for faculty and staff concerning academic policies and student records.</li>
<li>Monitor the accuracy, efficiency, integrity, and compliance of registrar functions in accordance with institutional policy.</li>
</ul>
<p><strong>Administration of Early Postsecondary Opportunities (20%)</strong></p>
<ul>
<li>Oversee operations of Dual Enrollment, Dual Credit, and Tennessee Valley Early College (TVEC) programs, ensuring curricular alignment and compliance with state standards.</li>
<li>Develop and maintain partnerships with school districts, counselors, and administrators to promote early college access.</li>
<li>Coordinate registration processes for dual enrollment students and facilitate parent and student information sessions.</li>
<li>Validate student eligibility and oversee funding processes for Dual Enrollment Grant and other funding sources for early college programs.</li>
<li>Collect, analyze, and provide data to the offices of Institutional Research and Title III to evaluate program effectiveness and implement continuous improvement strategies.</li>
</ul>
<p><strong>Administration of Admissions Processing (20%)</strong></p>
<ul>
<li>Oversee the application review process, ensuring proper documentation and admission eligibility decisions.</li>
<li>Ensure accurate processing and residency classification according to institutional and state policies.</li>
<li>Supervise admissions staff managing data entry, document handling, applicant communication, and application processing.</li>
<li>Monitor and evaluate admissions workflows and policies to improve efficiency and applicant experience.</li>
</ul>
<p><strong>Non-Essential Functions (5%)</strong></p>
<ul>
<li>Represent the college in professional organizations such as AACRAO and state early postsecondary education groups.</li>
<li>Serve on college-wide committees and participate in institutional events.</li>
<li>Pursue professional development and additional credentials as appropriate.</li>
<li>Perform other duties as assigned.</li>
</ul>
<p><strong>KNOWLEDGE, SKILLS AND RESPONSIBILITIES</strong></p>
<p><strong>Strategic Leadership</strong></p>
<ul>
<li>Proven ability to lead and align multiple functional areas (Admissions, Student Records, Early Postsecondary) with institutional priorities.</li>
<li>Experience in setting goals, managing change, and implementing strategic initiatives in a complex educational environment.</li>
</ul>
<p><strong>Academic Compliance Expertise</strong></p>
<ul>
<li>Deep knowledge of academic regulations including FERPA, residency classification, grade policies, and state/federal reporting.</li>
<li>Experience ensuring institutional readiness for audits, accreditation reviews, and state-level compliance checks.</li>
</ul>
<p><strong>Supervisory and Staff Development Experience</strong></p>
<ul>
<li>Demonstrated success in supervising, mentoring, and evaluating professional staff.</li>
<li>Ability to build cohesive teams, foster accountability, and support ongoing professional development.</li>
</ul>
<p><strong>Enrollment Operations Knowledge</strong></p>
<ul>
<li>Hands-on experience with application processing, registration, transcript management, graduation certification, and dual enrollment procedures.</li>
<li>Understanding of how registrar, admissions, and early college processes interact to impact student success and institutional outcomes.</li>
</ul>
<p><strong>Systems and Data Proficiency</strong></p>
<ul>
<li>Proficient in using student information systems (e.g., Banner), CRM tools, and reporting platforms to guide decisions and streamline operations.</li>
<li>Ability to analyze data for trends, identify process improvements, and support enrollment planning.</li>
</ul>
<p><strong>Communication and Collaboration</strong></p>
<ul>
<li>Strong interpersonal and communication skills to effectively engage with faculty, staff, students, school partners, and senior leadership.</li>
<li>Skilled in translating policy into practice and ensuring consistent communication of expectations and changes across departments.</li>
</ul>
<p><strong>Student-Centered Mindset</strong></p>
<ul>
<li>Commitment to access, equity, and high-quality service throughout the enrollment journey.</li>
<li>Experience creating or supporting initiatives that remove barriers and improve the student experience.</li>
</ul>
<p><strong>WORK ACTIVITIES &amp; EQUIPMENT</strong></p>
<p>Job responsibilities often involve working with personal computers and peripheral devices.&nbsp; Photocopy and other office machines are frequently used.</p>
<p><strong>JOB LOCATION</strong></p>
<p>This position is an on-site role located in the Student Center-Office of Enrollment Management, located on the main campus of Cleveland State Community College in Cleveland, Tennessee. Occasional travel to off-campus sites within the college’s five (5) county service area may be required.</p>
<p>_______________________________________________________________________________________</p>
<p><strong>Applicants may be subject to a background check and credit check.</strong></p>
<p><strong>__________________________________________________________________________________________</strong></p>
<p><strong>Cleveland State offers a comprehensive benefits package, including but not limited to the following:</strong></p>
<ul>
<li>Insurance: Health, Dental, Vision, Life, Disability (long and short term), FSA/HAS</li>
<li>Wellness Incentive Program (if enrolled in health)</li>
<li>Educational Assistance: Fee Waiver, Spouse/Dependent Discounts, Tuition Reimbursement</li>
<li>Employee Assistance Program</li>
<li>Longevity Pay</li>
<li>Retirement Options: State of TN Pension (TCRS), 401a, 401k with $50 match, 403b, and 457</li>
<li>Fourteen (14) Paid Holidays/Year</li>
<li>Sick and Annual Leave</li>
<li>Sick Leave Bank</li>
<li>State Employee Discount Program with over 900 merchants</li>
</ul>
<p>If you are interested, click on the link to apply.&nbsp;</p>
<p>Applications can be assured full consideration if submitted by <strong>July 30, 2025</strong>.&nbsp;</p>
<p>__________________________________________________________________________________________</p>
<p>Human Resources Office<br>Telephone: 423-478-6203; FAX: 423-478-6257<br>Email: <a href="mailto:humanresources@clevelandstatecc.edu" target="_blank">humanresources@clevelandstatecc.edu</a></p>
<p>Website:&nbsp;<a href="https://careers.tbr.edu/jobs/www.clevelandstatecc.edu" target="_blank">www.clevelandstatecc.edu</a></p>
<p>The following link will direct you to a reporting section of the college’s website:&nbsp; <a href="https://www.clevelandstatecc.edu/a-z-index/how-do-i-report/" target="_blank">How Do I Report</a></p>

Motlow State Community College


      Associate Dean of Enrollment Management
    

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>In Wealth Cash Solutions Personal Cards, we are embarking on a multi-year journey to improve our debit card program – including enhancing our ability to service customers over our live channels, improving the digital experiences (web and mobile), and optimizing our vendor partnership structure. A significant component of this initiative is to establish new direct relationships with a spectrum of vendors across our debit cards ecosystem, ranging from card production to digital wallets to ATM networks. Therefore, the team is searching for a vendor manager who can lead the process of defining the optimal range of partners, establish contractual relationships, and maintain these relationships as we reach a steady state phase in our new operating model. </p><p><strong>During our implementation phase:</strong>​ </p><ul><li>Work closely with internal teams, including finance, compliance, and operations, to align on an optimal vendor management strategy across debit program ​ </li><li>Identify and assess potential risks to the vendor management transition, develop mitigation strategies, and implement appropriate controls to minimize disruptions​ </li><li>Collaborate with legal and procurement to establish new contracts and/or revise existing contracts​ </li></ul><p><strong>Once we reach steady state:</strong>​ </p><ul><li>Oversee vendor procurement, diligence, and the onboarding process for all new vendors</li><li>Field inquiries and issues submitted by vendors, ensuring timely and effective resolution​ </li><li>Coordinate vendor billing for all business units and functions​ </li><li>Track and report on vendor KPIs, including service quality, timeliness, and cost-effectiveness,</li><li>Conduct KPI performance reviews to identify areas to improve vendor relationships​ </li><li>Conduct regular KPI performance reviews sessions with vendors, recapping recent performance, addressing concerns, and discussing opportunities for improvement​ </li><li>Oversee vendor contract management by tracking contract milestone, renewals, and amendments​ </li><li>Document interactions and transactions with vendors for reference and audit purposes </li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li>Bachelor’s degree in Finance/Accounting or equivalent; Minimum of 5-7 years of experience</li><li>Ability to create financial models, conduct scenario analysis, understanding of financial and accounting principles</li><li>Prior work experience at a bank, asset manager, or similar financial services provider is preferred ​ </li><li>Strong understanding of debit card operations, payments processing, and financial regulations​ </li><li>Exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities</li><li>Develop and deliver cogent, informative presentations for leadership</li><li>Experience influencing outcomes based upon your ability to establish trust, engage with partners, and lead through difficult situations</li></ul><ul><li>Strong analytical skills with the ability to interpret data, identify trends, and make data-driven decisions​ </li><li>The ability to communicate complex concepts or situations in a clear and concise manner. </li><li>Thea ability to handle multiple projects or activities simultaneously and deliver results in an accurate and timely manner. </li><li>Discovering, understanding, and mitigating the risks of vendors.</li><li>Cultivate a positive outlook, value diverse perspectives, are naturally upbeat, demonstrate intellectual curiosity, initiative, and have passion for learning new skills and capabilities. </li></ul><p><strong>The Team</strong></p><p>Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play for our customers in this critical area of their finances, by offering innovative capabilities to serve the spending and saving needs of new and existing customers.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>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.</p>

Fidelity Investments

Senior Vendor Manager, Debit Cards

<h3>Job Description:</h3><p><strong>Senior Analyst – AML and OFAC</strong></p><p>This role requires a person with extensive financial service experience and a thorough knowledge of the policies and procedures govern Fidelity OFAC and Adverse Agency policies. The Senior Analyst must perform these tasks while being cognizant of the real and potential risk and liability to Fidelity and its customers. The Senior Analyst should also have strong communication skills to articulate Fidelity's policy for handling the above mentioned situations while maintaining a professional demeanor when dealing with demanding clients. In addition, the role requires the person to collaborate with different business partners and on projects that will ensure Fidelity have a prompt and complete response to all issues pertaining to AML and OFAC Policy questions and concerns.</p><p>The <strong>Expertise </strong>We’re Looking For</p><ul><li>Bachelor’s Degree required</li><li>Strong brokerage operations background</li><li>3 plus years of experience in financial services, banking or other highly regulated industry</li><li>Ability to work as a team player as well as work independently</li><li>Excellent communication skills, both written and oral, as communicating with internal business units, customers, and correspondents will be required</li></ul><p>The <strong>Purpose </strong>of Your Role</p><p>To support Fidelity’s Anti Money Laundering and Sanctions programs and maintain compliance with USA PATRIOT Act and OFAC regulations. You will be responsible for examining the severity of reported negative media and consider next steps, which may include account restriction/closure, escalation for further review and notification. This role will also serve as back-up for a variety AML/OFAC processes and will be expected to learn and master these functions as well.</p><p>The <strong>Skills </strong>You Bring</p><ul><li>You have strong research and investigation skills</li><li>You are highly effective through attention to detail while maintaining a broad view of business objectives</li><li>You have good written and verbal communication skills and are able to handle tough conversations regarding account closures.</li><li>You are highly motivated, flexible, quality focused, team player. <ul><li>You have Working knowledge of Fidelity systems including FBSI, CACTUS, IRF, XTRAC, FDOT</li></ul></li><li>You have the ability to manage multiple cases and prioritize accordingly.</li></ul><p>The <strong>Value </strong>You Deliver</p><ul><li>Review incoming Adverse Agency incidents and perform research to determine positive or negative matches between end-clients and reported media. </li></ul><ul><li>Collaborate with Financial Intelligence Unit (FIU) colleagues on the Suspicious Account Activity Monitoring Team (SAAM), Investigations Evaluation &amp; Response team (E&amp;R) and External Investigations group as needed.</li><li>Responsible for the detection and restriction of all applicable accounts as well as working with internal and external partners and customers directly to obtain proper documentation to service accounts when applicable. </li><li>Responsible for educating internal Risk colleagues and may provide advice to business partners on a scope of work consistent with subject matter expertise.</li></ul><ul><li>Document activities related to reviewing, researching and resolving risk issues</li><li>Communicate restrictions to Correspondents/CSM’s/AE’s or contact PWI customers directly and have the ability to explain the reasons behind the restrictions.</li><li>Review transactional applications to disposition potential OFAC hits. The Senior Analyst should be able to research and review these transactions and escalate when necessary. </li><li>Analyze false positive hits to determine which search criteria can be eliminated without causing undue risk and possible non-compliance with OFAC and Patriot Act. Non-compliance can lead to serious sanctions</li><li>The Senior Analyst will also be tasked to handle various OFAC screening processes, including but not limited to, account level, transaction and security level screening.</li></ul><p>Your Work <strong>Impacts </strong>the Organization</p><p>This role plays a critical role in the identification of potential adverse public and industry information regarding Fidelity’s customers and helps reduce financial and reputational risk to the firm.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>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.</p>

Analyst, Compliance Operations

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>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.</p>

Financial Consultant - Alpharetta, GA

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.</p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li><p>College degree preferred or equivalent work-related experience.</p></li><li><p>Series 7 &amp; 63 required.</p></li><li><p>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</p></li><li><p>Your retirement plan record keeping and administration experience.</p></li><li><p>Your relationship management experience.</p></li><li><p>You have excellent verbal and written communication skills.</p></li><li><p>Your excellent organization and time management skills and attention to detail.</p></li><li><p>You have demonstrated problem-solving skills.</p></li><li><p>Your effective presentation skills, influence and negotiation skills.</p></li><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</p></li><li><p>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</p></li><li><p>Building client relationship to highest level of decision makers.</p></li><li><p>Planning and conducting effective in-person and/or phone meetings.</p></li><li><p>Makes thorough plans and preparations for client meetings.</p></li><li><p>Properly planning, influencing, and implementing Fidelity solutions to address needs.</p></li><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</p></li><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</p></li><li><p>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</p></li><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</p></li><li><p>Actively facilitating Investment Review meetings.</p></li><li><p>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</p></li><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</p></li><li><p>The MD is expected to own the client relationships for which they are accountable.</p></li><li><p>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</p></li><li><p>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</p></li><li><p>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.<br> </p></li></ul><p><strong>Team</strong></p><p>The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>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.</p>

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>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.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Seattle, WA

<h3>Job Description:</h3><p>Investment Consultant</p><p>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.</p><p>The Purpose of Your Role</p><p>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.</p><p>The Expertise We’re Looking For</p><p>· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p><p>· 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</p><p>· 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</p><p>· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p><p>· 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!</p><p>The Skills You Bring</p><p>· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p><p>· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p><p>· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p><p>Our Investments in You</p><p>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!</p><p>The Value You Deliver</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>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.</p>

Investment Consultant - Dunwoody, GA

<h3>Job Description:</h3><h3>Vice President Wealth and Brokerage Platform Sales Job Description:</h3><p>Do you want to work for a fast paced organization where people make the difference? Are you an experienced sales professional with a successful track record of business development?</p><p>Fidelity Clearing &amp; Custody Solutions® has $2.3T in AUA and services about 4,100 clients and more than 6 million accounts that provides a comprehensive wealth platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. The business goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, outstanding people and progressive technology.</p><h3>The Purpose of Your Role</h3><p>The Vice President Wealth and Brokerage Platform Sales is primarily responsible for managing a defined set of clearing and custody prospective clients and influencers in the broker dealer, bank, and retirement segments. The role focuses on engaging prospects and converting them to clients. The ideal candidate will be an experienced financial service executive with a consistent sales track record. This role demands a strong business acuity, consulting framework, sales skills expertise and knowledge of operations and technology.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree required</li><li>At least 10 years of industry exposure to financial services</li><li>Consulting</li><li>Business development</li><li>Fin Tech</li><li>Series 7 and 63 required or attained within 90 days of hire</li><li>A comprehensive understanding of the wealth management clearing marketplace including technology, investment products, capital markets and operations.</li><li>Ability to travel extensively</li></ul><h3>The Value You Deliver</h3><ul><li>Running the entire sales process from developing an opportunity, understanding the transformation needs of the prospect, delivering presentations and leading the overall due diligence and contract process.</li><li>Developing a strategic business plan with key markets, influencers and specific prospects.</li><li>Working in a team environment with subject matter authorities to help close business</li><li>Representing Fidelity with the integrity, knowledge, and value that is consistent with its brand and culture</li></ul><h3>The Skills You Bring</h3><ul><li>Comfort interacting, engaging and delivering value with the C–Suite</li><li>A consistent record of success in a strategic sales business to business environment and an understanding of sophisticated sales processes</li><li>Outstanding ability to build and manage relationships through demonstration of competency, partnership and strategic thought.</li><li>Strong ability to negotiate and close client contracts</li><li>Effective communication skills and an approach to proactively build client interactions</li><li>Detailed knowledge of the financial service industry, with specific expertise in clearing</li><li>Strong influence skills and creativity</li></ul><p>Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.</p>The base salary range for this position is $100,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Sales

Vice President, Sales

<h3>Job Description:</h3><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.</li><li>Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li><li>In-depth knowledge of statistical and Machine Learning methods and approaches, a plus</li><li>Proficiency in Python or R, a plus</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients &amp; participants.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>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.</p>

Senior Manager, Data Analytics & Insights

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p>The Fraud Risk and Control’s (FRC) Debit Card Team is responsible for ensuring that the Fraud Program for Fidelity’s Debit Card portfolios are effectively protecting customers and Fidelity from the risk of fraud while delivering a remarkable customer experience. As a Director in the Debit Card Fraud Team, you will be responsible to support the design and oversight of the Debit Card Fraud Management Program as well as to support Debit Card related strategic initiatives with fraud control subject matter expertise. You will deliver value to the team by providing analytical insights, fraud control and debit card subject matter expertise as well as participating in the daily operation of the team to prevent and detect fraud and mitigate its impact. Specifically, you will:</p><ul><li>Design dashboards, reports and Key Performance Indicators and monitor that fraud losses, customer experience and costs are within the company’s expectations.</li><li>Use data to generate insights, interpret trends and support root cause analysis.</li><li>Support strategic changes and initiatives by designing and specifying fraud controls and ensure their effective implementation.</li><li>Develop policies and procedures, conduct reviews to manage and mitigate fraud.</li><li>Liaise and collaborate with key partner teams to ensure effective fraud controls are in place for the Debit Card Portfolios.</li><li>Influence the broader strategic decisions of the Debit Card Product Team by providing fraud control insights and communicate the priorities of the FRC team.</li><li>Collaborate with partner teams to respond to fraud events, mitigate risk and customer impact.</li></ul><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Batchelor degree in economics, finance, data or computer science or similar technical fields,</li><li>10+ years of work experience in finance and fraud or related fields</li><li>Proven experience in fraud management for payment cards in financial services industry</li><li>Familiarity with current trends and risks in the Payment Card Industry and debit cards specifically</li><li>Hands on experience in generating analytical insights from large scale data using python and SQL or similar programming languages</li><li>Experience in project management and problem solving in complex environment.</li><li>Familiarity with process mapping, control design and fraud investigations</li><li>Excellent communication skills and ability to collaborate with a diverse set of key stakeholders</li></ul>The base salary range for this position is $103,000-$218,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

1,027 Project Management / Professional Services Jobs