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<h3>Job Description:</h3>The TeamDo you have a desire to bring your alternative investments experience to a top financial services firm? Are you also looking for a position to grow your business and auditing skills and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! You will work with a team dedicated to Fidelity’s growing alternative investments business, provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation and mission is to drive positive change throughout the firm.The Expertise and Skills You Bring<ul><li>7+ years of proven experience in alternative investment vehicle structures preferred. Auditing experience a plus, but not required.</li><li>Proven experience includes alternative fund investment operations (such as trading, portfolio analytics, performance and compliance) and/or alternative fund operations (such as fund administration, accounting, pricing/valuation, distribution or regulatory reporting)</li><li>Undergraduate degree in multiple fields of study accepted.</li><li>Professional certifications (e.g., CPA, CIA, CFA, CFE) not required but a plus. </li><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.</li><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload.</li><li>Strong problem solving and analytical skills.</li><li>Solid understanding of audit practices, tools, techniques, concepts, and trends is a plus</li><li>Commitment to innovative, collaborative, and digital working style.</li><li>Strong presentation, written, and interpersonal communication skills.</li><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.</li></ul>The RoleThe Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s alternative funds/investments and other businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to:<ul><li>Works with business and technology management to build a deeper understanding of risks and controls specific to Fidelity’s alternative investments vehicles.</li><li>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function.</li><li>Leverages audit automation tools in the evaluation of business operations and systems.</li><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results.</li><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies.</li><li>Prepare audit reports with clearly documented issues and management actions plans and include related implications to the business or enterprise as a whole.</li><li>Coaches and mentors Analysts and Senior Analysts on the team.</li><li>Builds deep working relationships with audit teams and clients.</li></ul><h3>Certifications:</h3><h3>Category:</h3>AuditFidelity’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.

Fidelity Investments

Audit Senior Manager

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul>How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!This position will be based in the Biltmore Investor Center in Arizona.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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.

Financial Consultant - Katy, TX

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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.

Financial Consultant - Greenwich, CT

<h3>Job Description:</h3>The Data Science Team within Asset Management Technology, Quant Research and Development, is seeking a highly motivated and technically proficient data scientist who is passionate about applying advanced technologies in investment management domain. This individual will act as the technical lead and collaborate with quants, strategic investment professionals to learn, propose, prototype and ultimately deliver scalable and effective solutions using machine learning, artificial intelligence, graph learning and LLMs etc.This position can be located in Boston, Jersey CityTHE EXPERTISE AND SKILLS YOU BRING<ul><li>Advanced degree in Computer Science, Engineering, Mathematics, Computational Statistics, Operations Research, Quantitative finance or related technical fields.</li><li>5+ years of prior work experience as a data scientist if MS degree, 3+ years with Ph.D. degree.</li><li>Proficiency in developing supervised/unsupervised learning models and/or optimization theory. </li></ul><ul><li>Good knowledge of neural network, deep learning and optimization theory; Experience with Natural Language Processing (NLP) and/or Generative AI.</li><li>Proficient programming skills in Python/PyTorch/TensorFlow/Keras and SQL.</li></ul><ul><li>Proven track record in model evaluation, tuning, performance, operationalization, scalability of scientific techniques, and establishing decision strategies.</li><li>Experience in investment management projects involving multi-asset quantitative modeling, tax loss harvesting and portfolio construction.</li><li>Ability to translate technical topics to non-technical audiences, previous roles to support portfolio managers and/or quantitative &amp; fundamental research teams are a big plus</li><li>Passionate about staying ahead of the industry with the latest advancements in AI and machine learning, and eager to drive innovation.</li><li>Ph.D. degree is preferred, and CFA is a plus</li></ul>THE TEAMThe Quant technology team is at the frontier of Fidelity Technology and delivers scalable, innovative, industry-leading investment tools that enable Asset Management to achieve a global advantage. Our work in this groundbreaking initiative will contribute significantly to Asset Management's investment performance and scale and efficiency objectives.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.

Director, Data Science

<h3>Job Description:</h3>The Group Headquartered in Boston, the High Income &amp; Alternatives group manages over $100 billion in assets under management (AUM). The group’s investments span “across the capital structure,” including high-yield bonds, leveraged loans, convertible bonds, alternative credit, structured credit, and equities. Fundamental research is the foundation of the group’s investment process. The team allocates capital from various Fidelity funds and separately managed accounts (SMAs) for institutional and retail clients.The RoleWe are seeking a highly motivated and detail-oriented Assistant Leveraged Finance Trader to support our trading desk. The ideal candidate will possess a strong operational background combined with hands-on familiarity in executing transactions across broadly syndicated loans, high yield bonds, and credit derivatives. This role offers a unique opportunity to work directly with senior traders in a fast-paced environment, contributing to trade execution, position management, and operational efficiency.The Value You Deliver<ul><li>Support the leveraged finance trading desk in executing and booking trades across syndicated loans, high yield bonds, and credit derivatives (e.g., CDS, CDX)</li><li>Coordinate closely with operations, legal, compliance, and middle office teams to ensure timely and accurate trade settlement</li><li>Monitor market movements and assist in managing risk exposures and portfolio updates</li><li>Maintain and enhance trading desk tools using Excel, Bloomberg, and internal systems</li><li>Assist in covering various investor constituents / strategies across the organization</li><li>Liaise with sales and research teams to support idea generation and trade execution</li><li>Identify process inefficiencies and help implement improvements to enhance desk operations and performance</li></ul>The Skills &amp; Experience You Bring<ul><li>Bachelor’s degree in Finance, Economics, or a related field; relevant certifications (e.g., CFA) are a plus</li><li>2-5 years of relevant experience in a trading assistant, operations, or support role within fixed income or credit markets</li><li>Solid understanding of the leveraged finance markets, including broadly syndicated loans, high yield bonds, and credit derivatives</li><li>Strong grasp of trade lifecycle processes, including settlement mechanics, documentation, and regulatory reporting</li><li>Familiarity with trading platforms such as Bloomberg, TradeWeb, and ClearPar</li><li>Exceptional attention to detail, time management, and communication skills</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’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.

Assistant Leveraged Finance Trader

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.

Financial Services Representative - Chesterfield, MO

<h3>Job Description:</h3>Please Note: We are unable to offer visa sponsorship for this role.As a Director, TEM Product and Strategy you will be a key member of the Planner Enablement squad in the TEM Product and Strategy Product Area. With the Squad Leader, you will provide effective product leadership and management of the product backlog with a focus on communication, risk mitigation, quality assurance, effective delivery, and building trusting relationships. You will work closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals.<h3>Expertise You Have </h3><ul><li>Strong analytical, mathematical, and problem-solving skills. Proven record analyzing, interpreting, and summarizing complex data.</li><li>Outstanding project management and critical thinking abilities, with experience in the Agile methodology.</li><li>Ability to make sound decisions quickly in a complex work environment.</li><li>Ability to effectively communicate orally and in writing with co-workers, management team, other departments and clients.</li><li>Highly effective people leadership, influence, and conflict resolution skills.</li><li>Ability to build, prepare, and present reports accurately within the time frame specified.</li><li>Strong interpersonal skills and the ability to expertly partner with many different levels of employees.</li><li>Ability to prioritize iterative product releases leading to a successful customer experience</li><li>Proficiency in various business analysis methodologies, including data analysis, uses case development, story writing, and user acceptance testing and product documentation.</li><li>Proficiency in communication both written and verbal</li><li>Experience in working with tax exempt plan types (401K, 403b, 457 etc.)</li><li>Agile mentality: experience with Jira or similar Agile backlog management tool preferred</li></ul><h3>Skills You Bring</h3><ul><li>Customer centric value; Experience with internal and external customers, customer centric requirements building &amp; design</li><li>Ability to look end to end, mapping processes that span the complex Fidelity landscape (people, process, systems, data).</li><li>Comfort with uncertainty – thing critically and make informed decisions when information is scarce</li><li>Problem solving – Break down complex issues into manageable components</li></ul><ul><li>Outstanding listening, communication, and facilitation skills</li><li>Strong negotiation and conflict resolution skills</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Ability to clearly articulate product vision and features</li><li>Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)</li><li>Innovative thinking and thoughtful risk taking to get the work done better and faster</li><li>Negotiation, influencing and enterprise navigation capabilities</li><li>Strong consulting orientation with a demonstrated ability to establish relationships</li></ul><h3>Value you Deliver</h3><ul><li>Foster teamwork and a spirit of collaboration among team members and business partners while conveying a sense of urgency and responsiveness to meet business needs</li><li>Run large and complex initiatives with multiple stakeholders to develop business requirements and then execute</li><li>Proactively resolve barriers and issues that inhibit short and long-term goals</li><li>Present to all levels of management on trends</li><li>Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives</li><li>Participate in defining product vision, roadmap and growth opportunities</li><li>Effectively present information and roadmap progress to Product leadership</li><li>Backlog management and prioritization</li><li>Navigate multiple Fidelity Business Units to represent the TEM client and business needs</li><li>Identify business needs and improvement opportunities; develop use cases and propose solutions</li><li>Actively manage partner expectations and maintain strong communication throughout each release</li><li>Establish and facilitate meetings to include demos of sprint deliverables and impact analysis results</li><li>Lead organizational readiness activities, addressing obstacles and opportunities related to product delivery</li><li>Convey business value of initiatives to squad team members including QA and Development resources</li><li>Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’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.

Director, TEM Product and Strategy

<h3>Job Description:</h3><h3>Wealth Management Planning Consultant</h3>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</li><li>Financial Services experience, we recommend five years</li><li>Degree and/or other professional certifications such as CFP are helpful</li></ul><h3>The Purpose of Your Role</h3>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.<h3>The Skills You Bring</h3><ul><li>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</li><li>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</li><li>Your subject matter expertise will be used to address unique and complex client service requests</li><li>Your appreciation for working in a dynamic and collaborative environment</li><li>Assurance that portfolios remain in accordance with compliance guidelines</li></ul><h3>The Value You Deliver</h3><ul><li>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</li><li>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</li><li>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</li><li>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</li><li>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</li><li>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</li></ul><h3>How Your Work Impacts the Organization</h3>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.The base salary range for this position is $60,000 - $100,000 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.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Wealth Management Planning Consultant - Bellevue, WA

The mission of Washington Health Benefit Exchange (Exchange) is to radically improve how Washington residents secure health insurance through innovative and practical solutions, an easy-to-use customer experience, our values of integrity, respect, equity and transparency, and by providing undeniable value to the health care community.The Exchange is a public-private partnership that operates Washington Healthplanfinder, the eligibility and enrollment portal used by one in four Washington residents to obtain health and dental coverage. Through this platform, and with support from a Customer Support Center and statewide network of in-person navigators and brokers, individuals and families can shop, compare and enroll in private, qualified health plans (as defined in the Affordable Care Act) or enroll in Washington Apple Health, the state Medicaid program.The Exchange embraces the following equity statement adopted by our Board of Directors:Equity is fundamental to the mission of the Washington Health Benefit Exchange. The process of advancing toward equity and becoming anti-racist is disruptive and demands vigilance to dismantle deeply entrenched systems of privilege and oppression. While systemic racism is a root cause of many societal inequities, we must also use an intersectional approach to address all forms of bias and oppression, which interact with and often exacerbate racial inequities. To be successful, we must recognize the socioeconomic drivers of health and focus on people and places where needs are greatest. As we listen to community, we must hold ourselves accountable to responding to recommendations to remedy inequitable policies, systems, or practices within the Exchange’s area of influence. Our goal is that all Washingtonians have full and equal access to opportunities, power and resources to achieve their full potential.SUMMARYThe Outreach Coordinator will promote Washington Healthplanfinder with the goal of reducing the uninsured rate across the state.In addition to general outreach, this role will help develop resources that educate audiences about health insurance, the coverage options available on Washington Healthplanfinder, and the steps needed to access coverage. The Outreach Coordinator will regularly present to audiences of various sizes and will need to identify and build relationships with stakeholders who can support these efforts.This position will also support the Exchange’s Premium Sponsorship Program, which aims to address affordability barriers by enabling “Sponsorship Entities” (such as state, city, and county governments, Native American Tribes and Tribal entities, private foundations, non-profit organizations, and others) to financially support the monthly premiums and/or out-of-pocket costs for individuals enrolled in qualified health plans through Washington Healthplanfinder.DUTIES AND RESPONSIBILITIES•&nbsp; &nbsp;&nbsp;Create and edit content to inform diverse audiences about the coverage options and savings on Washington Healthplanfinder. This includes publications, brochures, newsletters, pamphlets, fliers, presentations, and other public materials.•&nbsp; &nbsp;&nbsp;Attend in-person and virtual meetings, conferences, and events statewide to disseminate information about Washington Healthplanfinder.•&nbsp; &nbsp;&nbsp;Deliver clear and informative presentations on health insurance to audiences of varying sizes and understanding levels. Address questions from the audience effectively and as they arise.•&nbsp; &nbsp;&nbsp;Support the Senior Outreach Coordinator in communicating with small businesses, separating employees and other target audiences that are identified as having higher uninsured rates.•&nbsp; &nbsp;&nbsp;Work with the Senior Outreach Coordinator to establish strategic partnerships that enhance the Exchange’s outreach.•&nbsp; &nbsp;&nbsp;Assist the Operations Sponsorship Manager with external inquiries about the Exchange's premium sponsorship program and join quarterly meetings to update current sponsors on changes.•&nbsp; &nbsp;&nbsp;Assist the Tribal Liaison in promoting the premium sponsorship program to Washington state Tribes and Tribal entities.•&nbsp; &nbsp;&nbsp;Support the Associate Director of Outreach and Senior Outreach Coordinator in executing outreach initiatives mandated by legislation as required.•&nbsp; &nbsp;&nbsp;Other duties as assigned.QUALIFICATIONSRequired:•&nbsp; &nbsp;&nbsp;Basic health insurance literacy and familiarity with the services offered on Washington Healthplanfinder.&nbsp;•&nbsp; &nbsp;&nbsp;Demonstrated ability to seek out, build, and maintain professional relationships with stakeholders that may have diverse perspectives and/or competing interests.•&nbsp; &nbsp;&nbsp;Ability to develop, write, and edit content that speaks to the interests of diverse audiences for use in publications, brochures, email newsletters, pamphlets, fliers, presentations, and other public areas.•&nbsp; &nbsp;&nbsp;Strong interpersonal skills.&nbsp;•&nbsp; &nbsp;&nbsp;Excellent communication, writing, and presentation abilities.•&nbsp; &nbsp;&nbsp;Detail-oriented and skilled at managing multiple projects and deadlines simultaneously.•&nbsp; &nbsp;&nbsp;Ability to represent the Exchange in a professional and accurate manner.•&nbsp; &nbsp;&nbsp;Demonstrates a high degree of integrity and the capability to uphold confidentiality.•&nbsp; &nbsp;&nbsp;Able to empathize with people who have health access barriers (due to language, health literacy, technology, affordability, etc.) and a strong desire to assist.•&nbsp; &nbsp;&nbsp;Proficiency in communicating, collaborating, and working efficiently with others, including active listening skills and the ability to comprehend and respect diverse perspectives.•&nbsp; &nbsp;&nbsp;Experience engaging with multicultural audiences and addressing the perspectives and needs of underserved populations.•&nbsp; &nbsp;&nbsp;Valid U.S. driver’s license. &nbsp;•&nbsp; &nbsp;&nbsp;Must have or be able to access a reliable vehicle for transportation with valid car insurance.•&nbsp; &nbsp;&nbsp;Ability to travel throughout Washington State as required by the position.•&nbsp; &nbsp;&nbsp;Ability to work with minimal supervision.Desired:•&nbsp; &nbsp;&nbsp;Bilingual in Spanish strongly preferred.•&nbsp; &nbsp;&nbsp;Certificate or higher academic degree in administration, business, healthcare management, or associated field. Equivalent work or life experience may substitute.•&nbsp; &nbsp;&nbsp;Demonstrated success in a remote work environment.APPLICATION INSTRUCTIONSThis position will be open until we find a suitable number of candidates to review. If interested, please submit an application with a cover letter&nbsp;as soon as possible. The Exchange reserves the right to close the recruitment at any time.&nbsp;SALARY INFORMATIONFull Salary Range: $59,581.00 to $89,371.00 annually, with midpoint at $74,476.00.&nbsp;Hiring Range: $68,518.00 and $74,476.00 annually. This is an estimate of where a qualified candidate can expect to receive an offer.&nbsp;The actual salary offer will consider candidate experience, skills, qualifications, internal equity, and the market. &nbsp;Our compensation policy reserves the salary range above the midpoint for employees who are meeting and exceeding expectations and for growth and development, up to the maximum.&nbsp;BENEFITSTake a peek at our benefits package.&nbsp;WORKING CONDITIONSCore business hours are 8:00 a.m. to 5:00 p.m., Monday through Friday. There are times where irregular hours will be required. &nbsp;The preferred duty station is our Olympia, Washington headquarters. &nbsp;The nature of this role relies heavily on remote and in-person collaboration. &nbsp;While a hybrid remote and on-site schedule may be considered, the position will require flexibility to allow for in-office availability as business needs dictate. Travel requirements will be limited, however there may be occasions where an employee is required to travel and work irregular hours to attend meetings or trainings. Duties of this position require the use of standard office furniture and equipment, including setup for remote work. The employee is responsible for providing and maintaining a safe, ergonomic, and secure workspace at their remote location. &nbsp;&nbsp;The working conditions and physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.SPECIAL REQUIREMENTSA criminal background screen will be conducted for candidates under final consideration, and if hired, every five years of employment where highly sensitive data is processed or maintained by the position. The result of this background screen must meet the Exchange’s eligibility standards.OTHER INFORMATIONThe above statements are intended to describe the general nature and levels of work being performed. &nbsp;They are not intended to be construed as an exhaustive list of responsibilities, duties and skills of personnel so classified.This is not an employment agreement or contract. &nbsp;Management has the exclusive right to alter this job description at any time without notice.The Washington Health Benefit Exchange is an Equal Opportunity Employer (use this link: <a href="https://www.dol.gov/general/topic/discrimination" target="_blank">https://www.dol.gov/general/topic/discrimination</a> ). All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.We participate in E-Verify. You can view the Department of Justice's Right to Work poster here.

Washington Health Benefit Exchange

Outreach Coordinator

<dt><h4>Description</h4></dt>The Babies Can't Wait Program is seeking a highly qualified candidate to fill the part-time , hourly position of Training Coordinatorbased in Waycross, GA.&nbsp;As a part-time Training Coordinator&nbsp;with the&nbsp;SEHD, you will join a dedicated group of public health professionals that help support the overall mission and vision of protecting lives of Georgian residents in a variety of ways.It is our mission at the Southeast Health District, to promote and protect the health of people in Southeast Georgia, wherever they live, work and play, uniting with individuals, families, and communities to improve and enhance their quality of life.&nbsp;We have clinic locations in 16 counties in Georgia, including Appling, Atkinson, Bacon, Brantley, Bulloch, Candler, Charlton, Clinch, Coffee, Evans, Jeff Davis, Pierce, Tattnall, Toombs, Ware and Wayne counties.The Georgia Department of Public Health is the lead agency entrusted by the people of Georgia to proudly protect lives and promote healthy lifestyles in diverse communities statewide. We are committed to preventing disease, injury, and disability; promoting health and well-being; and preparing the State of Georgia for responding to disasters.<dt><h4>Job Responsibilities</h4></dt>Under limited supervision, the Training Coordinator is responsible for developing and delivering comprehensive training and support for newly hired Intake Service Coordinators, Ongoing Service Coordinators, Special Instructors, and Evaluators within the district. This includes conducting a series of onboarding sessions, monitoring progress over the first 3–6 months, and providing hands-on guidance in using district systems such as BIBS, as well as completing required documentation and billing. Additional responsibilities include developing detailed training manuals for each role and leading strategic recruitment efforts for contracted provider positions by identifying district needs and engaging potential candidates through various outreach methods, including in-person visits, phone calls, telehealth meetings, and promotional materials.<dt><h4>Minimum Qualifications</h4></dt>Bachelor’s degree in education, social work, healthcare, or related field, with experience in early intervention or care coordination. Must understand tools like DAYC, AEPS, ASQ, ASQSE, and COS. Strong communication, organizational, and computer skills required.Preferred Qualifications: Master’s degree in a related field; experience with Babies Can’t Wait, BIBS system, and early intervention services; background in training development and provider recruitment; experience conducting child assessments; bilingual skills preferred. <dt><h4>Additional Information</h4></dt>The Southeast Health District (SEHD) is committed to fostering a culture of health and well-being among its employees. To support this commitment, SEHD encourages staff to incorporate regular wellness activities and make lifestyle choices that promote overall health.To assist employees in achieving their wellness goals, the use of designated wellness breaks during the workday is authorized. Employees may utilize up to 30 minutes per workday for wellness activities, which can be taken as two 15-minute breaks or one 30-minute break.Employment Information:Current State employees are subject to State Personnel Board rules regarding salary.Southeast Health District accepts educational credential recognized by the Council for Higher Education Accreditation (CHEA) and/or the US Department of Education (DOE) will be considered. SEHD will contact educational institutions to verify degree, diploma, licensure, etc.The candidate selected for this position may be subject to pre-employment drug screening and a criminal background check.As an employee of SEHD, in the event of an identified emergency you may be required, as a term and condition of employment, to assist in meeting the emergency responsibilities of the department.SEHD is an Equal Opportunity EmployerDue to the volume of applications received, we are unable to provide information on application status by phone or e-mail. All qualified applicants will be considered but may not necessarily receive an interview. Selected applicants will be contacted by the hiring agency for next steps in the selection process. Applicants who are not selected will not receive notification.This position is subject to close at any time once a satisfactory applicant pool has been identified.Applicant selected will be required to provide an “official” college transcript, if applicable. &nbsp;The SEHD may contact education institutions to verify degree, diploma, licensure, etc.Drug and Medical Screening may be required. &nbsp;Fingerprint Criminal Records Investigation is required.

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