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<h3>Job Description:</h3>Job Title: Chapter LeadThe Purpose of Your RolePart for DC organization, you are responsible to play a dual role of techno functional on the Recordkeeping systems. You will directly manage a team of resources that address business needs and opportunities with technical solutions driven by the market. As a technologist, working directly with both technical and business stakeholders to translate a vision and designs into sustainable business solutions. You will be responsible for the system design of complex software applications, ensuring they are built with quality, consistency to our standards, performance and responsive to the device accessing the application.The Value You DeliverThis role will be expected to be a part of the DC(Defined Contribution) organization and would be responsible for working on DC record keeping services(Ventura) application that is used by Fidelity’s workplace customers. You will be responsible to ensure the team lives agile values and principles. You will need to ensure good relationship between the team and other stake holders. You are also responsible for managing/mentoring multiple scrum teams and provide oversight.Responsibilities of the role includes· Motivate and drive senior and junior team members towards successful delivery of product releases and provide technical leadership.· To work collaboratively with product owners, business stake holders and other teams towards successful and quality delivery. · Evaluate and recommend technology and frameworks for flexibility, long-term viability, and time to market· Assist in ramping up team, identifying tasks, estimating and planning work effort, tracking milestone completion, testing and all other project life cycle milestones. · Manage the technology relationship within the organization· Actively participate in product release cycle, daily stand up as well as helping team with tactical activities like design optimization etc.· Exercise good judgment while resolving issues and escalating risk to the next level of management.· Contribute to money in team with analysis of the Money-in services.· Contribute and motivate team towards vitality and innovations on business ideas.The Skills that are Key to this role Technical Skills· Demonstrates comprehensive knowledge of application architecture, as well as current and emerging technologies · Demonstrates expert understanding of the software development process including analysis, design, coding, system and user testing, problem resolution and planning· Strong software development skills using Java and web application technologies in a service-oriented architecture · Experience in Server Side technologies like .Net, .Netcore, C++, C#, Java.· Experience in Open Source Frameworks – Spring, REST· Knowledge of Cloud patterns like Docker, Azure, AWS, kubernetes· Strong knowledge of continuous integration, static code analysis and test driven development· Mastery in Development Lifecycle Methodologies: Agile.· Strong analytical skills with the ability to solve problems and formulate recommendations· Strong collaboration, communication and business relationship skills and experience with mid-large project team · Strong written, presentation, problem solving and facilitation skills, motivated, self-directed, results oriented· Sense of ownership and commitment to the user experience · Time management skills and ability to meet deadlines while handling multiple projects · Attention to detail and ability to work with minimal supervision · Ability to communicate technical issues to a non-technical audience · Strong customer focus and interpersonal skills· Ability to quickly learn, adapt and thrive to meet the needs of a fast paced, changing environment· Motivate and drive all team members towards successful delivery of product releases.· Help technology team to identify and consider all alternate solutions and help them in implementing the best strategy to ensure design meets performance, usability, and reliability and scalability requirements.· Ability to present formal and informal presentations in various settings; one-on-one, small and large groups, with peers, and senior management · Ability to communicate effectively with and to influence team members and external groups· Ability to navigate organizationally in order to accomplish tasks· Ability to work on multiple efforts simultaneously· Advanced problem solving skills with the ability to assimilate information quickly· Foster Innovation and promote collaboration in the Organization.Behavioral attributes · Excellent interpersonal skills, along with very good verbal and written communications skills· Ability to work across business and system groups at all levels· Customer service orientation, demonstrated by ability to deliver quality effort in a highly demanding environment· Quick learner and willing to adapt and learn new technologies· Collaborate, as needed, with other service providers and vendors on product related issues· Ready to take up multiple tasks across projects· Great attitude, team player and effective contributor· Commitment to quality and high standards · Creative, energetic, assertive hands-on professional who enjoys the challenge of changeHow your Work Impacts the OrganizationWorkplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online, over the phone. WI business constitutes of four different product lines Defined Contribution (DC), Defined Benefits (DB), Health &amp; Welfare (HW) and Stock plan services (SPS).The Expertise we’re looking for· Bachelor’s degree in Computer science or any other discipline· Strong communication and presentation skills· Prior experience in financial domain is an added advantage· Certification in scrum master is an added advantage· ~18 years of experience in technology role<ul><li>Location : Bangalore</li><li>Shift timings: 11:00 am - 8:00 pm</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management

Fidelity Investments

Chapter Lead

<h3>Job Description:</h3>Job DescriptionThe RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center. Regional Center in state of Colorado.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul>The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamicsThe base salary range for this position is $120,000 - $185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

VP, Advanced Planning - REMOTE - Denver, CO

<h3>Job Description:</h3>This job requires you to live in the Greater Philadelphia, PA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.com<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.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.

Workplace Financial Consultant - Philadelphia, PA

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

Financial Consultant - Raleigh, NC

<h3>Job Description:</h3><h3>The Role</h3>The Vice President, FIA Product and Carrier Management leads a team with three primary business focuses:<ul><li>Leads all aspects of the development and ongoing support for FIA annuity, life, and hybrid long term care product solutions, including both proprietary and non-proprietary products. Assesses the landscape to align with customer needs in determining opportunities to grow and improve the suite of solutions offered. Provides full product management support, using internal and external opportunities to promote the products as key solutions available through Fidelity as part of an advisor led or digital experience.</li><li>Leads the team who provides oversight and coordination of carrier partners on our Fidelity Insurance Network (FIN) platform.</li><li>Partners closely with the Commercialization and Go to Market team to drive client awareness and engagement regarding FIA solutions using both internal and external strategies.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Leading a team across multiple sites (MA, RI, NH), drive the growth of each product line through the complete range of product oversight, development, management, and monitoring</li><li>Understand demographic and product trends to assess new business opportunities in FIA products and develop cases for new features to better serve Fidelity's customers and drive sales in all channels.</li><li>Drive and leverage thought leadership and collaborate closely with Sales Distribution as well as cross-Fidelity to position products in client planning interactions to help enable better client financial outcomes</li><li>Oversee the relationships of our eight (8) key FIN partners. This includes regular and ongoing communication around key initiatives and opportunities, industry trends, as well as quarterly and annual partnership meetings</li><li>As a securities’ licensed Registered Principal, review and approve all customer-facing content.</li><li>Build and maintain strong relationships with FIA business partners - Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations</li><li>Be an effective contributor and role model for teamwork across the Fidelity organization.</li></ul><h3>Skills and Education</h3><ul><li>Bachelor's degree or equivalent experience, MBA a plus</li><li>15+ years financial industry with demonstrated knowledge, and experience with, annuity and insurance products highly desired</li><li>Consistent track record in financial services product management and carrier relationship management.</li><li>FINRA series 7 and 24 or 6 and 26 license; or willing to obtain within 120 days of hire</li><li>Strong knowledge of financial services, investing and retirement income planning</li><li>Strong influencing skills</li><li>Excellent verbal communication skills and presentation abilities</li><li>Effective in a team-orientated environment</li><li>Please note that this is not an Agile product owner or product development role.</li></ul>Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.<h3>Certifications:</h3>Series 06 - FINRA, Series 07 - FINRA, Series 24 - FINRA, Series 26 - FINRA<h3>Category:</h3>Product ManagementFidelity’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.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.

VP, FIA Product and Carrier Management

<h4>Description</h4> Are you interested in working in a fast paced, evolving organization? The Data Exchange Consultant is a member of the Data Ops organization responsible for working directly with WI clients and their vendors, coordinating the transition or changes to their inbound and outbound data payroll files. <ul><li>We review and analyze the standard payroll needs of the Plan Sponsor to determine accurate fit for desired Fidelity services. </li><li>We establish all ongoing payroll processing to and from the client’s payroll vendor (ADP, UKG, Paylocity, Workday, etc) and Fidelity, as well as define and request payroll systems improvements required for ongoing Plan processing. </li></ul> The Expertise and Skills We’re Looking For <ul><li>Validated experience in the retirement market, client service or implementation process is a plus! </li><li>Understanding of requirements from a client, interpreting those requirements and completing a plan to establish the integration to satisfy the requirements. </li><li>Experience interacting with external clients and internal business partners </li><li>Validated problem solving and client management abilities with the foresight to anticipate potential problems and to plan for such events. </li><li>Excellent written and oral communication skills </li><li>A strong professional reputation of building credibility and trust with diverse clients </li><li>Prioritize multiple concurrent objectives, projects, tasks, and can make effective judgments on their prioritization and time allocation </li><li>Self-starter, self-managed, and motivated with the ability to work independently to deliver results </li></ul>The Team Our vision is to deliver outstanding customer experience for all plan sponsors while enabling Fidelity to deliver better outcomes through proactive management of client data issues. As part of the team, we participate in the discovery process with the Client, Prior Recordkeeper, and Payroll Vendor to collect all data vital to complete the Implementation Project. We act as the primary point of contact for the client on the integration of their payroll system with Fidelity. We strive to provide outstanding execution and service and are devoted to client level initiatives that improve the overall health of data at Fidelity

Fidelity TalentSource

Data Exchange Consultant

At Revere Health, we believe there is a better path to healing and healthcare maintenance, and we’re working on this mission—one patient at a time. We’re a national leader in a movement called value-base care which aims to improve treatment outcomes and keep costs down. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.Position Summary: Responsible for the over-all financial processes of the department as they relate to the treatment of Oncology patients. Determines insurance eligibility and benefits, obtains authorizations when applicable. Works as an advocate for the patient in dealing with insurances and available programs to ensure proper payment of services. Essential Job Functions:Insurance Verification Process<ul><li>Call insurance company and verify eligibility and benefits.</li><li>Fill out benefit verification form and scan into patient’s medical record. </li><li>Checks chemo pods to verify patient insurance and authorization is correct.</li></ul>&nbsp;Indigent Patient Process<ul><li>Refer to social work for Medicaid and/or SSI disability applications.</li><li>Fill out and submit patient assistance drug form.</li><li>Follow-up on shipping and receipt of drugs. </li><li>Submit to billing for removal of charges from patient’s account.</li></ul>&nbsp;Underinsured Patient Process<ul><li>Research for foundation assistance with account balances. </li><li>Fill out and submit appropriate forms for reimbursement.&nbsp;</li><li>Ensure billing is correctly submitted to business office.</li></ul>Follow-Up Processes <ul><li>Follow up on new patients consults to verify if patient’s treatment or IV. </li><li>If yes, complete required preauthorization for treatment.&nbsp;</li><li>If patient does not have insurance coverage, research and submit paperwork to assistance programs. </li><li>Follow-up on treatment patients to update any required authorization for continuing treatment. </li><li>Follow-up on patient accounts to ensure payment for treatments or procedures in question.</li><li>Ensure all required authorizations have been obtained. </li><li>Review weekly patient/insurance balance report. </li><li>Task all action into patient records.</li></ul>Foundations<ul><li>Ensures all patients that are eligible for copay assistance/foundation are enrolled in programs. </li><li>Submits claims to foundations in a timely manner. </li><li>Ensures foundation payments are posted with the correct amount to the correct codes. </li><li>Enrolls patients in a payment plan to avoid collections. </li></ul>Qualifications:&nbsp;<ul><li>2 years working in a medical office (oncology preferred) </li><li>Basic understanding of insurance authorization processes </li><li>Communication skills required. Must be able to interact with Providers, other medical office employees, and patients.&nbsp; </li></ul>Hours:&nbsp;M-F 8-5 VARIES

Revere Health

Financial Coordinator-FT-Medical Oncologhy-Provo

You Lead the Way. We’ve Got Your Back, At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you’ll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Enterprise Data Management &amp; Products (EDMP), a key part of our Technology organization, focuses on delivering data products that fuel business growth and unlock value, while also shaping robust data management strategies and governance solutions.&nbsp; Our aim is to propel growth, unlock potential, enhance efficiency, manage risk, and foster talent.&nbsp; By prioritizing enterprise growth across all sectors, we create solutions that enhance satisfaction and value, streamline operations for scalability, and maintain trust and security.Are you up for a challenge? Do you want to join a dynamic, innovative, forward-looking team with key technology partners? Are you familiar with agile? Love to improve processes and drive automation to reduce inefficiencies but also drive additional value. Then this could be the role for you!The Enterprise Data Products (EDP) organization is part of the American Express Technology Group. EDP manages the Big Data Ecosystem which helps to centralize data across the company with built-in governance and democratization of access to a broad user community. The team is driving the future of our business by building products and platforms that delivers trusted and quality data for decision science processes, big data applications and analytical users.  We are looking for multiple Product Operational Managers across different work streams – Cornerstone, BI and Lumi. This role works closely with Business, Technology, and Infrastructure partners to address Initiatives across the enterprise, as well as adoption of training users onto Lumi.Responsibilities:<ul><li>Support the development of software products in alignment with business objectives and&nbsp;create business and technical documentation as required by the development lifecycle. </li><li>Define product scope and objectives, ensure compliance with standards and best&nbsp;practices, and drive production issue management, analysis, and issue tracking. </li><li>Ensure&nbsp;product and capability areas are controlled through a defined roadmap aimed at&nbsp;improving time to market, reduced operational risk, and increased business value. </li><li>Work closely with technology teams to develop, test, and&nbsp;deliver defined capabilities and rapidly iterate new solutions. </li><li>Collaborate with customers and key stakeholders to deliver Lumi capabilities that improve the overall experience for our big data customers and teams </li><li>Actively drive communication and sharing sessions with Lumi customers across different business units to drive use case adoption </li><li>Lead discussions to build use case and data onboarding roadmaps and project plans </li><li>Partner with customer success team to enhance Lumi training opportunities for customers </li><li>Effectively implement use cases with cooperative engagement from business partners and technical leaders </li><li>Conduct meetings that encourage teamwork while driving effective corrective actions and prioritizing necessary process enhancements to improve performance and availability </li><li>Demonstrate a sense of urgency and enthusiasm in developing elite Enterprise Data Platform services </li><li>Champion an external perspective in delivering solutions via a deep understanding of the external landscape; inspire and infuse external perspective across workstreams to modernize the platform </li></ul>Qualifications:<ul><li>Position requires a Master’s degree in Computer Science, Engineering, Information&nbsp;Systems, Business Administration, or a related field, and 2 years of experience with&nbsp;driving large-scale product development projects through all phases of the systems&nbsp;development lifecycle. </li><li>Experience must also include a minimum of: 3 years of experience&nbsp;with business systems analysis, including requirements analysis and definition; 3 years of experience with root cause analysis, developing/reviewing of business process flows, and&nbsp;designing, building, and testing application code; 1 year of experience with creating&nbsp;data architecture solutions consistent with enterprise standards </li><li>5+ years of experience in Product Management with proven track record in carrying out discovery and analysis to support the creation of our Product Vision, Strategy and Framework </li><li>Experience handling customer interactions and executive reporting </li><li>Proven track record managing large, complex features or products with multiple partners </li><li>Ambitious with strong interpersonal and communication skills, both verbal and written </li><li>Customer First:&nbsp; Obsess over customer needs - identify opportunities and gaps, work to address those needs </li><li>Partner and Collaborate:&nbsp; Work closely with engineering, data, analytics and product management teams to deliver results </li><li>Shows a genuine personal dedication to successfully completing all projects with an ability to learn rapidly and adapt quickly to changing situations </li><li>Confirmed history influencing and getting results for enterprise-level projects </li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.&nbsp;

American Express

Senior Manager-Digital Product Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?Global Merchant Services, the merchant network of American Express, acquires and maintains relationships with millions of merchants around the world who welcome American Express-branded Cards.This position will report to the leader of the new MS – U.S. Quality &amp; Oversight team and be responsible for supporting operational risk and governance efforts for the broader MS - U.S organization. This is a brand new, high-visibility position and offers a unique opportunity to contribute to the design and build effective processes from the ground up. The role will provide an opportunity for the Analyst to learn the Global Merchant &amp; Network Services business, gain experience working as part of a global organization, drive and lead key projects, as well as gain deep industry insight into some of the most strategic segments of the merchant business while focusing risk culture and compliance efforts. This position will play a valuable role bringing data components together, researching, analyzing, and preparing data and insights and reporting in support of effectively managing operational risks, in accordance with the company’s risk framework and policy.Responsibilities:·Support the development &amp; roll out of an enhanced and streamlined MS-U.S. quality and oversight support model to ensure compliance with enterprise governance.·Collaborate with partners to ensure processes are documented appropriately and trainings, tools and resources reflect current rules &amp; guidance for MS-U.S. colleagues.·Research, analyze and prepare data, insights and reporting for analysis, process validation and improvement as well as broad strategy development.·Support projects with data, reporting, analysis and more·Play an active role, contributing ideas and recommendations to help design and build effective business processes and reporting from the ground up·Review and analyze practices, processes and data across a variety of MS – U.S. teams.·Function as conduit to other parts of the Enterprise as needed to drive business results.·Share and leverage best practices across the team and with other GMNS Business Analyst colleagues.Qualifications:·Strong analytical skills, comfortable using data to formulate and support theories.·Decisive self-starter with high degree of accountability and ability to exercise sound business judgment and clear, independent decision-making.·Proven Project Management Skills with the ability to manage multiple, complex, time sensitive items simultaneously.·Ability to influence across all levels and to develop relationships with leaders, peers, and control and compliance teams.·Strong verbal, written, interpersonal and presentation skills allowing for clear and appropriate messaging for multiple levels/audiences.·Resilient collaborator with proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity, and rapid change.·Ability to work cohesively with senior leaders.·Proven ability to learn business systems, including reporting and CRM tools.·Power BI, Power Apps, PowerPoint, Excel, Salesforce skills. SQL, Python, Tableau recommended. Microsoft Project, Planner, MS Visio and Archer technology platforms a plus.·BA/BS Degree required.Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our&nbsp;Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window:&nbsp;<a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American&nbsp; Express may provide visa sponsorship for certain positions

Business Analyst

Life &amp; Annuity Compliance Workflow Coordinator<h5>Company Summary</h5>Come join one of America’s fastest growing insurance companies with a stable history of over 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: Do Good. Be Good. Make Good. Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.We invite you to explore what we have to offer and to join our cause.<h5>Role Summary&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;&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;&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;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h5>Are you looking to begin your Compliance career with an opportunity to join Life &amp; Annuity Compliance?&nbsp; We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about Compliance and how what we do applies to other organizational processes.The successful candidate will become part of the Regulatory &amp; Risk Guidance (“R&amp;RG”) team and will complete routine assignments to coordinate the workflow of all four Life &amp; Annuity Compliance teams and perform anti-money laundering (“AML”) transaction monitoring processes.&nbsp; In this role you will primarily communicate with your immediate supervisor, other team leaders, and peers.&nbsp;As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey.&nbsp; The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.<h5>Essential Duties and Responsibilities</h5><ul><li>Accountable for the daily intake, logging, and assignment determination of all incoming Life &amp; Annuity Compliance advertising requests, complaints, sales practice referrals, and fraud referrals.</li><li>Contribute to the research, analysis, solution, and response to AML transaction monitoring applying acquired skills and theoretical knowledge to standard procedures.</li><li>Use knowledge and skills for routine and ad-hoc tasks within internally established time standards.</li><li>Work under general supervision with work reviewed periodically.</li><li>Build relationships with internal peers.</li><li>Handles routine assignments and identifies the need for exception to standard practices.</li><li>Understands NLG values and Servant Leadership Tenets and actively integrates principles into daily work life.</li><li>All other duties as assigned.</li></ul><h5>Minimum Qualifications</h5><ul><li>3 years Total Combined post-secondary education and relevant work experience.<ul><li>3 or more years related work experience and a High School Diploma, OR</li><li>1 or more years related work experience and an Associate's Degree, Technical/ Trade School Certificate, or 2 or more years college-level coursework.</li></ul></li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to provide exceptional customer service through empathy, listening, and understanding client needs.</li><li>Demonstrate tact and professionalism and the ability to interact with individuals.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work in a fast-paced environment, with a high degree of accuracy.</li><li>Ability to maintain confidentiality on sensitive matters.</li><li>Strong organizational, time management, qualitative, and analytical skills.</li><li>Effectively work in a team environment, closely collaborating with multiple teams and peers.</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul> <h5>Preferred Qualifications</h5><ul><li>Basic fixed life insurance and annuity experience.</li></ul><h5>Benefits</h5><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul> <h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

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