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<h3>Job Description:</h3><p><strong>The Role </strong></p><p>Are you looking for an exciting and challenging client facing role where you get to engage and establish a relationship with Plan Sponsors day in and day out? Do you like to learn new things and think creatively? Fidelity's Testing &amp; Reporting Services (TRS) team is seeking an experienced defined contribution compliance professional. This position acts as the primary contact for all Nondiscrimination Testing (NDT) and Form 5500 related services, encompassing client engagement, education, and consultation for NDT, Form 5500, PYES, and other special testing services.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree or equivalent is required – preferably in Math, Finance, Accounting, Business or other related field</p></li><li><p>Defined Contribution client service experience required including consultation, ability to handle intensified issues, provide sales support and assist in implementing services</p></li><li><p>ASPPA credentials (a plus)</p></li><li><p>Excellent oral and written communication skills explaining sophisticated regulatory topics with any audience, tailoring delivery to the audience</p></li><li><p>Leading the client experience and collaborating to gain consensus</p></li><li><p>Strong ability to balance and prioritize client work, internal project work, and other responsibilities</p></li><li><p>Strong organizational skills and ability to supervise at-risk client relationships</p></li><li><p>Research topics independently and deliver solutions on complex regulatory issues</p></li><li><p>Contribute to thought leadership while leading and driving initiatives across the department and organization</p></li><li><p>Work with multiple levels of Fidelity and possess good presentation skills</p></li><li><p>Assist with plan design discussions, implementation review and explore process improvements</p></li><li><p>Educating clients regarding their plan’s test results</p></li><li><p>Set proper expectations for new clients, plan sponsor contacts, and internal business partners</p></li><li><p>Lead the testing service team to find solutions when complex issues or errors arise</p></li><li><p>Build the confidence of clients in Fidelity’s services by offering solutions to test failures</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>TRS handles Plan Year End Summary Reporting, Annual Compliance Testing, Form 5500 completion, and Audit Support for the plan’s year-end audit. We (the Compliance Consultants) initiate and maintain the relationship between the Plan Sponsor and TRS. TRS collaborates with various groups within Fidelity, including Managing Directors, Client Service Managers, Client Service Administrators, Implementation, Money Out, Transaction Processing, and Fidelity’s Workplace Consulting, to ensure smooth year-end testing and processing.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>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.</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

401K Compliance Plan Manager

<h3>Job Description:</h3><p><strong>Sr. Manager, Brokerage Risk</strong></p><p>The Brokerage Risk team advises Fidelity’s dynamic individual investor businesses building lifetime relationships with self-directed clients and helping them save and invest. As an integral member of the team, you will be responsible for supporting critical components of our risk program including risk assessments, incident and issue management, and key risk initiatives. The Brokerage Risk team covers a wide array of brokerage services including digital products, trading and margin, core brokerage operations, and client services.</p><p><strong>The Expectations for this Role</strong> </p><ul><li>Advise new product, business and senior leadership on operational risks and risk mitigation strategies.</li></ul><ul><li>Proactively lead risk assessments to identify, assess, and monitor operational risks and control gaps. Partner closely with business leads to develop remediation action plans. </li></ul><ul><li>Develop and track business unit key risk indicators to monitor operational risk profiles. </li></ul><ul><li>Coordinate risk initiatives with other second-line-of-defense leaders and functions to optimize cross-functional effectiveness. </li></ul><ul><li>Collaborate with legal, risk, and compliance across the organization to identify emerging risks and opportunities. </li></ul><ul><li>Timely investigation of incidents, determine root cause, and advise on corrective actions. </li></ul><ul><li>Build effective working relationships with business leaders and cross-functional partners. </li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li>6-8+ years of risk, compliance, legal, or audit experience at financial services institutions, e.g., asset managers, banks, regulatory agencies.</li></ul><ul><li>Experience with brokerage products and services, brokerage operations, or client service operations – including familiarity with regulatory requirements.</li></ul><ul><li>Strong judgment and analytical skills – you will need to excel at quickly analyzing complex risk and business issues in a variety of substantive areas.</li></ul><ul><li>Knowledge of risk frameworks, risk classifications, and experience in conducting risk assessments.</li></ul><ul><li>Proficiency in power point and excel and ability to deliver engaging and persuasive presentations and reporting to management.</li></ul><ul><li>Experience with Archer GRC or any industry GRC tool.</li></ul><ul><li>Bachelor’s degree</li></ul><p><strong>Behavioral Attributes</strong> </p><ul><li>Independent worker with a bias to action and ability to deliver and drive outcomes with minimal guidance in a fast-paced, distributed, and complex environment. </li></ul><ul><li>Building and maintaining effective working relationships across businesses and support functions is critical to the success of this role. </li></ul><ul><li>Demonstrates exceptional attention to detail and communications skills (verbal and written) </li></ul><ul><li>Balances pace over perfection and able to support multiple projects and committees. </li></ul><p><strong>The Team</strong></p><p>Brokerage Risk supports the retail distribution arm of Fidelity Investments focused on enabling self-directed customers to achieve their financial goals. Brokerage Risk is a dedicated team of risk professionals who partner directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout the brokerage businesses – from the frontline to executive leadership. As part of this team, you will help deliver risk advisory support on major firm initiatives and new products and services that directly impact more than 18 million self-directed investors.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p>The base salary range for this position is $89,000-180,000 USD 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>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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Senior Manager, Brokerage Risk

<h3>Job Description:</h3><p><strong>Role</strong></p><p>The Select Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Select Market corporate client relationships! Primary responsibility is the effective leadership of approximately 10 Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 100+ corporate client relationships with over 500,000 individual participants and approximately $75-100B in assets under administration. The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health &amp; Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving).</p><p><strong>CANDIDATE MAY BE LOCATED IN ANY EASTERN OR CENTRAL REGIONAL LOCATION</strong></p><p>This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, CHRO, SVP of HR) of existing and prospective customers. Effectiveness in the role requires superior executive presence, benefits and financial services acumen, and consultative sales skills. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business in order to maximize business results. Focus areas include client retention and loyalty, revenue growth, product and services adoption and relationship risk mitigation strategies. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.</p><p><strong>Expertise and Skills you Bring.</strong></p><ul><li><p>Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.</p></li><li><p>Provide focused leadership, motivation, and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.</p></li><li><p>Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.</p></li><li><p>Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.</p></li><li><p>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.</p></li><li><p>Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and Rebid AE on all retention activities.</p></li><li><p>Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.</p></li><li><p>Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</p></li><li><p>Develop and maintain strong relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.</p></li><li><p>Serve as Executive Sponsor for key client relationships including largest clients, clients with significant service escalations and clients requiring uptiering relationships based on risk mitigation plans.</p></li><li><p>Serve as functional liaison for the Select Market relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.</p></li><li><p>In cooperation with SVP, Select Market Segment Lead, develop strategy and goals for the organization that produce year-over-year profitability.</p></li><li><p>Identify personal development objectives with each MD and support execution of plans to continually build competencies and skill sets to deliver outstanding business results.</p></li><li><p>Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.</p></li><li><p>Coach and mentor to provide continued career development and evaluate performance.</p></li><li><p>Provide leadership to build an empowered, diverse and inclusive team and segment culture.</p></li><li><p>Work in cooperation with staffing organization to develop desired proficiencies and experience to acquire the best and brightest talent for the organization and maintain.</p></li><li><p>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</p></li><li><p>Ensure that team is compliant with all appropriate rules and regulatory requirements.</p></li><li><p>College degree required.</p></li><li><p>MBA or other advanced degree preferred.</p></li><li><p>Institutional client management and growth experience required.</p></li><li><p>Minimum of 5 years management experience required.</p></li><li><p>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</p></li><li><p>Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.</p></li><li><p>Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.</p></li><li><p>Strong revenue management and overall financial acumen.</p></li><li><p>Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</p></li><li><p>Tangible competitive spirit with determination and motivation to win.</p></li><li><p>Proven leadership, coaching, and career developments skills with a mix of tenured and new professional MDs.</p></li><li><p>Demonstrated consultative sales skills.</p></li><li><p>Expert presentation, meeting management, and communication skills</p></li></ul><p>Team</p><p>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</p><h3>Certifications:</h3><h3>Category:</h3>Relationship Management<p>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.</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>

SVP, Group Manager Relationship Management

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience? If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</p></li><li><p>5+ years of experience generating analytical insights to drive strategic business initiatives related to customer service, distribution analytics and opportunity activation leveraging analytical tools and programming languages such as SQL, Python, R, etc.</p></li><li><p>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers, delivering insights from data to a broad audience in a simple, clear, and actionable way.</p></li><li><p>Bringing a data-driven approach to decision making through experimental design and practical application</p></li><li><p>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</p></li><li><p>Experience in designing and developing dashboards &amp; reports of customer-level data using Tableau, Power BI, Qlik etc.</p></li><li><p>Experience with digital analytics, Natural Language Processing (NLP) or behavioral data a plus.</p></li></ul><p><strong>The Team</strong></p><p>We are looking for analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics &amp; Customer Insights, you'll be embedded in Fidelity’s Brokerage business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.</p>The base salary range for this position is $107,000-216,000 USD 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>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.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3><h3>Investment Consultant</h3><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><h3>The Purpose of Your Role</h3><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><h3>The Expertise We’re Looking For</h3><ul><li><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></li><li><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></li><li><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></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><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></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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><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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 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>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.</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>Insurance License - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Brea, CA

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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>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.</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>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Nanuet, NY

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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>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.</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>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Edina, MN

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>As part of the Product organization, the Program and Strategy Manager is responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals. </p><p>The Program and Strategy Manager works in conjunction with Stock Plan Leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities. This role will be primarily focused on supporting leadership by developing and driving critical SPS projects and deliverables aligned with the organization’s long-term strategic vision. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>5- 7 years of related project management experience in financial services and/or strategy consulting </p></li></ul><ul><li><p>Bachelor’s degree required </p></li></ul><ul><li><p>Robust analytical thinking and a creative approach to tackling strategic business issues. </p></li></ul><ul><li><p>Ability to manage sophisticated projects across teams, and exercise influence and autonomy amidst shifting priorities and timelines. </p></li></ul><ul><li><p>Proficiency in verbal / written communication and comfort with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI. </p></li></ul><ul><li><p>Willingness to learn and adapt quickly; to offer and accept feedback. </p></li></ul><ul><li><p>Knowledge of Fidelity could be meaningful for navigating organization and achieving goals. </p></li></ul><p>​<strong>The Team</strong> </p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and enhancements to existing products.</p><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p>The base salary range for this position is $103,000-211,000 USD 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>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.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Director, Program and Strategy Manager, Stock Plan Services

<strong>Start a fulfilling career as a Storage Coordinator! </strong><br><br>We're a team. Our success is driven by the collective effort of each member in our warehouse, which has set us apart in the industry for 130+ years. We're dedicated to collectively challenging any supply chain problem with top-of-the-line technology and safety measures carried throughout the process. We wouldn't be where we are without our warehouse team. It's why we've built a culture-focused and diverse environment for you that offers opportunities for advancement with industry-leading benefits. <br><br>The Storage Coordinator functions as the communication hub between the customers and the company. Schedules appointments, resolves storage issues and maintains positive relationships with external customers. Trains new storage coordinators asrequired. Handles high volume storage customers.  <br><br><strong>Benefits you can count on:  </strong><br><ul><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul><br><strong>What you'll do as a Storage Coordinator:</strong><br><ul><li>Setup and control Warehouse locations for all Storage items.</li><li>Work with Leadership to create, coordinate and continually improve processes for new and existing Storage customers.</li><li>Coordinate and schedule both inbound and outbound Storage appointments.</li><li>Conduct or coordinate monthly physical and/or system inventory on all Storage items.</li><li>Create sales orders, coordinate replenishment, loading and pickup of all Storage orders.</li><li>Maintain an up-to-date and accurate Outbound Storage Calendar.</li><li>Invoicing and Billing for all Storage Customers.</li><li>Coordinate and communicate effectively between multiple internal and external groups.</li><li>Complete daily duties and special projects to support operational efficiencies.</li><li>Assist with new vendor set-up in offering customer "stress free" process in completing their initial storage order.</li><li>Maintain positive communication and customer service relations.</li><li>Partner with other DC functions to maintain operating targets.</li><li>Optimize receiving, storage, picking, and loading operations of Storage items.</li><li>Other duties may be assigned.</li></ul><br><strong>Qualifications you'll bring as a Warehouse Teammate:</strong><br><ul><li>High School Diploma or GED.</li><li>4 or more years in logistics, distribution, or operations environment.</li><li>Strong interpersonal skills and communication skills. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!  </strong><br><ul><li>Organized</li><li>Problem solver</li><li>Teamwork oriented</li><li>Safety conscious</li><li>Detailed </li></ul><br><strong>Moving America forward - together.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of teammates for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Coordinator, Storage

<strong>Take your career further with McLane!  </strong><br><br>The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. <br><br>Under limited supervision, the Customer Service Representative II handles non-routine customers and issues while achieving customer satisfaction by providing accurate, timely, and consistent information and solutions. This position provides a reliable communication network for customers resulting in strong business relationships. <br><br><strong>Benefits you can count on: </strong><br><ul><li>Pay rate: $16.00 per hour. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a Customer Service Representative II: </strong><br><ul><li>Monitor customer reporting; communicate critical issues.  </li><li>Research and respond to customer inquiries. </li><li>Maintain customer files to ensure up to date information. </li><li>Manage customer requests for assistance, information, and issue resolution. </li><li>Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met. </li><li>Maintain regular communication with decision makers within customer organizations. </li><li>Train customers on various business applications to maximize company value to the organization. </li><li>Analyze and respond to various customer requests involving store level and group level information. </li><li>Respond to various customer requests and needs. </li><li>Answer inquiries by phone, email, and internet response. </li><li>Perform other duties as needed or assigned by supervisor. </li><li>Other duties may be assigned. </li></ul><br><strong>Qualifications you'll bring as a Customer Service Representative II: </strong><br><ul><li>High School Diploma or GED.  </li><li>2 or more years of customer service experience. </li><li>Ability to type 45 wpm and perform 10-key by touch. </li><li>Strong verbal and written communication skills, and organization and planning skills. </li><li>Knowledge and experience with all Microsoft office applications. </li><li>Ability to prioritize pending tasks in a logical manner. </li><li>Ability to learn quickly, retain information and meet deadlines. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

989 Project Management / Professional Services Jobs