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<br><b>Job Title</b><br>FWS Spring 2026, Kentucky APEX Accelerator Communications &amp; Contract Management Intern<br><br><b>Requisition Number</b><br>DU13658<br><br><b>Department Name</b><br>1B531:Federal Work Study<br><br><b>Work Location</b><br>380 South Mill St Suite 300 Lexington, KY, 40506<br><br><b>Salary Range</b><br>$17.50 - $20.00<br><br><b>Type of Position</b><br>Student<br><br><b>Position Time Status </b><br>Part-Time<br><br><b>Required Education</b><br><br>Current undergraduate upperclassman (junior/senior) OR current graduate student.<br><br><b>Required Related Experience</b><br><ul><li>Excellent written and verbal communication skills, including copywriting and editing.</li><li>Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously.</li><li>Excellent attention to detail with the ability to think critically and check for accuracy.</li><li>Self-motivated and able to work independently as well as part of a team.</li><li>Proficiency in Microsoft Office suite (particularly Word and Excel), Google suite, and social media platforms.&nbsp;</li></ul><br><br><b>Required License/Registration/Certification</b><br><br>N/A<br><br><b>Physical Requirements</b><br><br>N/A<br><br><b>Shift</b><br><br>Weekdays between 8:00 am – 5:00 pm.<br><br><b>Job Summary</b><br><br>The Kentucky APEX Accelerator is looking for a highly detail-oriented and self-motivated student enrolled in an undergraduate or graduate program to join our professional team and assist with a range of projects related to internal and external communication, marketing, financials, and contract management.<br><br>In this paid internship offered in partnership with the UK Federal Work Study Program, you will work closely with our program’s Executive Director, Procurement Communications Strategist, and finance team. You will gain valuable real-world experience in a dynamic nonprofit environment while contributing to our mission of promoting economic development across Kentucky.<br><br>This role is available for the Spring 2026 semester, with potential to renew the internship for the 2026-2027 School Year following an end-of-term review. The earliest start date for the role will be Monday, January 12. We will review applications on a rolling basis and will keep the position posted until filled.<br><br>About the Kentucky APEX Accelerator:<br><br>The mission of the Kentucky APEX Accelerator is to promote Kentucky’s economic development by helping companies navigate the complex world of government contracting. We are a statewide program serving all 120 counties from nine regional office locations. Our parent organization, the Kentucky Science &amp; Technology Corporation (KSTC), is a nonprofit organization partially funded by the Department of Defense and the Kentucky Cabinet for Economic Development.<br><br>Work Environment:<br><br>• The expected workload for this part-time internship is 10-15 hours per week.<br><br>• Our staff enjoy a hybrid schedule of in-office and remote work. This role has hybrid flexibility so that some shifts may be completed remotely.<br><br>• Standard office hours are 9 AM-5 PM Eastern Time Monday-Friday.<br><br>• Our office is in the Dudley Square building on the corner of Maxwell St and Mill St in downtown Lexington.<br><br>• Free parking is available.<br><br>To Apply:<br><br>• Please submit a cover letter and resume outlining relevant job experience and coursework.<br><br>• Bonus: include a writing sample from your college work.&nbsp;<br><br>• Please use Microsoft Word or PDF file types only.<br><br>• The position will be posted until filled.<br><br>• Questions can be emailed to Heather Watson, Procurement Communications Strategist, at <strong><a href="mailto:hwatson@kstc.com" target="_blank">hwatson@kstc.com</a></strong>.&nbsp;<br><br><b>Skills / Knowledge / Abilities</b><br><br>• Preferred: Familiarity with website content management systems (CMS) like Wix.<br><br>• Preferred: Familiarity with customer relationship management (CRM) systems.<br><br>• Preferred: Familiarity with graphic design, experience using Canva and/or Adobe programs.<br><br><b>Does this position have supervisory responsibilities? </b><br>No<br><br><b>Preferred Education/Experience</b><br><ul><li>Preferred: Familiarity with website content management systems (CMS) like Wix.</li><li>Preferred: Familiarity with customer relationship management (CRM) systems.</li><li>Preferred: Familiarity with graphic design, experience using Canva and/or Adobe programs.&nbsp;</li><li>Accounting, finance, business administration, marketing, communications, English, and political science majors preferred.&nbsp;</li></ul><br><br><b>Deadline to Apply</b><br>01/31/2026<br><br><b>Our University Community</b><br><br>We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco &amp; Drug Free campus.<br><br>The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.<br><br>Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.<br>

FWS Spring 2026, Kentucky APEX Accelerator Communications & Contract Management Intern

<h3></h3><h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p>The base salary range for this position is $115,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Fidelity Investments

Wealth Planner - Littleton, MA

<h3></h3><h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Institutional (FI) is looking for a senior manager to join the planning and operations team and will partner closely with all functions within Wealth Advisory Managed Solutions (WAMS) as well as other critical business partners.</p><p>This individual will be a key contributor to developing business strategy for WAMS, as well as supporting mid to long-term cross organizational strategy, roadmap development and operations for our intermediary offerings.</p><p>This role will contribute to shaping an overall operating model to drive business management activities inclusive of process improvements and documentation, CRM, Dashboard, Scorecards. There will be a need for strong collaboration with business partners within the organization and partners across FI (Distribution, Technology, Marketing, Finance, FI Reporting &amp; Analytics, Risk and Compliance) to delivery on the objectives.</p><p>Additionally, the role will be contributing to driving customer input, alignment and execution in partnership with product and distribution leadership teams.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>MBA or equivalent work experience in financial services, preferably in product management, CRM, Data and Analytics, Planning and Operations related roles.</li><li>Self-starter, independently oriented and excited by prospect of working on critical initiatives and welcome working in fast pace, client focused environment which requires comfort with ambiguity and an adaptive mindset.</li><li>Strong research &amp; quantitative analytical skills, including the ability to synthesize findings and develop practical, actionable recommendations.</li><li>Project Management skills required to successfully drive projects across the company, manage critical dependencies and internal communications related to assigned product responsibilities.</li><li>Work collaboratively across the Fidelity Enterprise, capable of communicating with and influencing peers and leaders through relationship building, well-informed insights and high-quality presentations.</li><li>Intellectual curiosity and tenacity to develop creative approaches to problem solving.</li><li>Interacting with Fidelity associates, gathering data from internal and external sources, identify trends, opportunities, to develop insights and recommendations on key initiatives.</li><li>Knowledge of managed products and managed platforms is desirable.</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>CRM Strategy &amp; Enablement: Support WAMS CRM strategy and execution to enhance advisor engagement and business development efforts.</li><li>Data-Driven Decision Making: Leverage internal and external data sources to develop actionable insights and recommendations for business growth.</li><li>Cross-Functional Collaboration: Partner with internal stakeholders across Product, Distribution, Marketing and Finance to drive WAMS strategic business initiatives and operational excellence.</li><li>Project Management: Lead and manage strategic projects, ensuring timely delivery, stakeholder alignment, and effective communication.</li></ul><p><strong>The Team</strong></p><p>The mission of the Wealth Advisory Managed Solutions (WAMS) organization is to be the go-to provider of investment advisory capabilities for intermediaries, providing differentiated outcomes at scale through access to Fidelity’s robust investment insights, products, and solutions. The Strategy and Operations team leads strategy for WAMS as well as critical functions for Fidelity Institutional Wealth Adviser (FIWA), including Business Management &amp; Oversight, Investment Services, Distribution Strategy and Planning, CRM, Reporting &amp; Insights.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Sr Manager, WAMS Specialist Distribution Planning and Operations

<h3></h3><h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Financial Consultant -Morristown, NJ

<h3></h3><h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>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.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>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.</p><ul><li><p><strong>Obtain Licenses: </strong>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.</p></li><li><p><strong>Build and Solidify Skills: </strong> 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.</p></li><li><p><strong>Discover Success:</strong> 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.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> 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.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> 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.</p></li><li><p><strong>You get variety.</strong> 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.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our 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.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Services Representative - Chesterfield, MO

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.</p><p>The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space. This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody &amp; clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'</p><p>Core responsibilities of an Associate Relationship Manager include:</p><ul><li><p>Present &amp; appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.</p></li><li><p>Develop actionable account plans that broaden product offering and defend existing assets</p></li><li><p>Work effectively across National Account Team (Including KAMs &amp; Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively</p></li><li><p>Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization</p></li><li><p>Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM</p></li><li><p>Implement Fidelity’s investment products onto client investment platforms seamlessly</p></li><li><p>Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements</p></li><li><p>Facilitate client interactions with Fidelity Asset Management &amp; Investment Specialists</p></li><li><p>Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events</p></li><li><p>Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service</p></li><li><p>Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans</p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Bachelor’s Degree</p></li><li><p>Series 7 and 63</p></li><li><p>Applicable Investment Certifications such as CFA, CIMA, Etc.</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of experience working in the Financial or Investment Management industry</p></li><li><p>Excellent interpersonal and communication skills</p></li><li><p>Strong investment acumen</p></li><li><p>Team Attitude that is both positive and demonstrates a strong work ethic</p></li><li><p>Self-motivated with a dedication to continuous self-improvement</p></li><li><p>Ability to thrive in a fast-paced and collaborative environment</p></li><li><p>Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity &amp; Client priorities</p></li><li><p>Quick learner with ability to adapt to new situations</p></li><li><p>Effective listening, communication, and presentation skills</p></li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>Fidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 52 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director -Associate Relationship Manager, Core Wealth

<p><strong>Join the Clean Energy Revolution</strong></p><p>Become a <strong>Resource Management Business Planning, Senior Specialist</strong> at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll focus on forecasting and supporting the workforce planning portfolio within the call center, performing risk assessments, and conducting performance and trend analysis. Additionally, you’ll provide project support, develop, and analyze strategic plans to ensure alignment with organizational goals and objectives. As a <strong>Resource Management Business Planning, Senior Specialist</strong>, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?</p><h4><b>Responsibilities</b></h4><ul><li>Participate in capacity planning activities to assess future resource demands; assist in analyzing historical data and growth projections to anticipate resource needs</li><li>Participates in discussions to resolve conflicts related to resource allocation; support stakeholders in negotiating compromises and finding equitable solutions</li><li>Analyze resource utilization data to identify patterns and inefficiencies</li><li>Assist in identifying and managing risks related to resource availability and allocation; assists in the development of contingency plans to address potential resource constraints</li><li>Collaborate with stakeholders to gather resource requirements and provide updates on resource allocation; engage stakeholders in resource planning discussions and communicate resource-related decisions</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity</li></ul><h4><b>Minimum Qualifications</b></h4><ul><li>Five or more years of experience performing resource management and/or business planning.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Three or more years of experience with strategic resource allocation and optimization.</li><li>Two or more years of experience collaborating with stakeholders and developing resource plans.</li><li>Two or more years of experience monitoring and tracking resource utilization.</li><li>Three or more years of experience analyzing resource utilization data for improvements and recommendations.</li><li>Two or more years of experience identifying and managing resource-related risks.</li><li>Three or more years of experience and advanced use of Microsoft Excel, Microsoft Access database, Power BI, and/or any workforce-related software.</li></ul><p><strong>Additional Information</strong></p><ul><li>This position’s work mode is&nbsp;<strong>hybrid.&nbsp;</strong>The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and reside in the state of California.  Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.</li></ul><ul><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</li></ul><p><strong>About Southern California Edison</strong></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

Southern California Edison

Resource Management Business Planning, Senior Specialist

<h3></h3><h3>Job Description:</h3><p><strong>This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week.</strong></p><p><strong>The Role</strong></p><p>As a Workplace Financial Consultant (WFC) you will work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners. As a part of Fidelity's Workplace Education Planning &amp; Advice organization, your goal is to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. 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. You will be conducting ongoing engagement planning with your plan sponsors and serve as a key liaison between internal business, including our local branch partners.</p><p>In addition, you will provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns. Your goal is to ensure participants are prepared to make better decisions regarding their personal finances all while keeping the customer top of mind. Topics may include, estate planning, equity compensation, stock plans, tax efficient investing, and more. Content will be delivered via Zoom or onsite at the plan sponsors desired location. Travel could be up to 75%.</p><p>Joining Workplace Education, Planning and advice means that you will:</p><ul><li>UNITE as one team to intentionally connect, encourage and build positive 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><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>5 years of financial services experience</li><li>Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire</li><li>In depth knowledge of Financial Planning Concepts</li><li>Ability to build plan sponsor advocacy and access</li><li>2+ years of customer facing experience preferred </li><li>Life &amp; Annuity Certification preferred</li><li>CFP® or CRPC® preferred</li><li>Demonstrated advanced presenting experience preferred</li><li>Bachelor's degree preferred</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. 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 for our 401k, 403b, Equity Compensation and assorted benefits plan partners. 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.</p>The base salary range for this position is $85,000 - $121,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Workplace Financial Consultant - San Jose, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about making a difference by utilizing your deep understanding of Investment Products, bridging the gap between product innovation and client needs? Join our dynamic, cross-functional team dedicated to business enablement and improvements. You would work within our Portfolio Construction Tools Squad, which develops digital portfolio analysis solutions designed for investment professionals to quickly assess, compare, and optimize investment strategies with minimal effort.</p><p>As a <strong>Product Analyst</strong>, you would leverage your expertise in Business Analysis and Product Management to drive high-impact technical solutions that empower financial professionals and enhance client outcomes.</p><p><strong>There are three primary principles of being a great Product Analyst: </strong></p><ul><li>Strategy: Understanding the problem or the 'why' and aligning it to the mission​</li><li>Execution: This is where and how the work gets done</li><li>Business Readiness: How do you drive your product to launch and support after launch</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; a master’s degree in business or a relevant technology leadership field is advantageous</li><li>Over 3 years of experience in a team, specializing in delivering technical solutions throughout the full lifecycle of software development</li><li>Over 3 years of experience in the wealth and asset management industry</li><li>Demonstrated expertise in facilitating requirements gathering by skillfully conducting journey and story mapping exercises, while precisely defining acceptance criteria</li><li>Exceptional analytical skills and technical understanding and use of APIs, relational databases, complex integrations, and DevOps.</li><li>Proven success in managing large-scale projects within a complex ecosystem, with the ability to develop a deep understanding of the domain</li></ul><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team </strong></p><p>This is an excellent opportunity to join Product Analysis and Design and work on solutions to drive business forward. The Product Analysis and Design Chapter Area aligns with business partners in an Agile way of working! By putting autonomous Agile Teams at the front of delivering incredible client value and supporting all associates to be motivated towards continuous improvement and career development. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative learning agile culture.</p><p>#InvestmentProducts #ProductAnalyst #BusinessAnalysis #ProductManagement</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Product Analyst

<h3>Job Description:</h3><p>Director, Dataset Onboarding</p><p><strong>The Role:</strong><br>You will lead the dataset onboarding efforts for the Quantitative Research Platform (QRP) team within Fidelity’s Quantitative Research &amp; Investments (QRI) division. In this role, you will collaborate with technology partners to integrate financial and alternative datasets into QRP, ensuring they meet rigorous standards for quantitative research. You will work closely with researchers to design data consumption patterns and partner with Data Operations to maintain data quality.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>You bring a strong background in managing and delivering complex data solutions for quantitative research within asset management. Your expertise spans onboarding and curating both vendor and enterprise datasets, ensuring they meet rigorous standards for performance, usability, and research accuracy. You have experience accelerating dataset onboarding processes while maintaining sustainability and quality, and you excel at collaborating with technology partners and researchers to design intuitive data consumption patterns. Your ability to coach teams, improve documentation, and maintain best practices in project management demonstrates your leadership and commitment to operational excellence. You are highly analytical, able to navigate complex data challenges, and communicate effectively with both technical and investment stakeholders.</p><p>Your technical proficiency includes SQL and Python, combined with a deep understanding of quantitative datasets ranging from traditional financial data such as prices, returns, fundamentals, and corporate actions to alternative datasets like sustainability analytics, supply chain, and credit card data. You have hands-on experience with major financial data vendors (Bloomberg, S&amp;P, FactSet, Refinitiv, Morningstar, MSCI) and a strong grasp of point-in-time data modeling, historical reconciliation, and data governance practices. Your track record includes delivering large-scale data projects on time and at quality, with transparency and collaboration across multiple teams.</p><p><strong>Education and Experience Highlights</strong><br>• 7+ years of experience in asset management or hedge funds, focused on data analysis, delivery, and transformation across asset classes<br>• Proven ability to lead engineering teams and coach others while contributing individually<br>• Exposure to a wide array of financial and alternative datasets with deep knowledge of consumption patterns<br>• Technical proficiency in SQL and Python<br>• CFA charter holder or progress toward CFA designation is a strong plus</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>Team</strong><br>Quantitative Research &amp; Investments (QRI) is an investments and research division within Fidelity Asset Management. QRI is responsible for developing quantitative and hybrid quant/fundamental investment strategies and delivering high-quality, data-driven insights to support Fidelity’s investment professionals.</p><p>Within QRI, the <strong>Quantitative Research Platform (QRP) team is an integral part of this mission</strong> because it ensures researchers have access to curated, high-quality datasets essential for quantitative research and portfolio management. QRP partners with technologists and researchers to onboard internal and vendor datasets, maintain rigorous data standards, and enable advanced research across systematic equity, fixed income, sustainable investing, and innovative strategies.</p>The base salary range for this position is $126,000-255,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

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