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

Fidelity Investments

Vice President, Wealth Planner - Ft. Myers, FL

<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>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Minnetonka, MN

<h3>Job Description:</h3><p><strong>Job Title: </strong>Director, Financial Crimes Data Science Testing &amp; Controls</p><h3><strong>The Role</strong></h3><p>This role will lead the strategic oversight and independent validation of data science models and analytics used in the detection and prevention of financial crimes. This role ensures that advanced learning solutions, including machine learning models and rule-based systems, meet regulatory expectations, internal governance standards, and operational effectiveness benchmarks. The Director will drive a robust testing and control framework across model development, deployment, and monitoring, while partnering with compliance, risk, and technology teams!</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Master’s or Ph.D. in Data Science, Statistics, Economics or a related quantitative field preferred.</li><li>Minimum 8 years of experience in data science, model validation, testing framework, model risk management, or analytics within financial services, with at least 3 years in a leadership role.</li><li>Deep understanding of financial crime typologies, AML/BSA regulations, new technologies and fraud detection methodologies.</li><li>Strong communication skills with the ability to present complex findings to non-technical partners and regulators.</li><li>Excellency in Python, SQL, and data visualization tools (e.g., Tableau, Power BI)</li><li>Lead a team of quantitative analysts, model validators, and control specialists focused on testing and validating financial crime detection models</li><li>Develop and execute a comprehensive testing and controls strategy aligned with regulatory expectations (e.g., OCC, FRB, FinCEN) and internal risk frameworks</li><li>Oversee the design and execution of rigorous testing protocols for machine learning and rule-based models, including performance benchmarking, back testing, and scenario analysis</li><li>Ensure models are interpretable, explainable, and compliant with regulatory guidance (e.g. SR 11-7)</li><li>Present findings and recommendations on model performance, enhancement, or augmentation requirements to Financial Crimes Compliance senior leaders</li></ul><h3><strong>The Team</strong></h3><p>The Financial Crimes Models &amp; Analytics team within Financial Crimes Compliance group is responsible for the design, development and maintenance of the firm’s Financial Crimes reporting, intelligence, detection models and optimization. We are an industry leader in Innovation and partner with other analytics group in the organization towards AI/ML strategy. Our greatest Asset is Our People and we are committed to building an enduring culture of learning and mobility.</p>The base salary range for this position is $103,000-$218,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Director, Data Science Testing & Controls

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - San Diego, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a results-oriented and motivated associate who thrives working with teams to deliver outstanding Cash Management products and services via Fidelity.com and our native mobile App. Interested in being part of the Cash Solutions team driving outstanding client and business value to Fidelity and our customers? If so, read on and apply soon! </p><p>This role will focus on the commercialization responsibilities of the FDIC Sweep and core accounts products and capabilities in the Cash Solutions domain.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor’s Degree required, MBA preferred.</p></li><li><p>8 – 12 years of proven experience in financial services, with focus in banking, treasury management, cash management experience is preferred. </p></li><li><p>Strong relationship management skills and comfort working with senior leadership internal and external to Fidelity.</p></li><li><p>A combination of strong analytical and interpersonal skills with a learning and growth mindset.</p></li><li><p>Experience working across Fidelity business units and ability to manage multiple vendors and partners (internal / external)</p></li><li><p>Comfortable managing multiple complex processes and initiatives, while maintaining updated and accurate documentation that aligns to legal, compliance, audit and other regulatory standards.</p></li><li><p>Strategy and execution skills to run impactful programs aligned to strategic plans &amp; objectives</p></li><li><p>Strong presentation and persuasion skills to achieve consensus with multiple audiences including active listening skills to integrate different perspectives and achieve better outcomes.</p></li></ul><ul><li><p>Experience managing vendors and related contracts, oversight and processes</p></li></ul><p><strong>Responsibilities of the job will include the following: </strong></p><ul><li><p>Directly manage multiple bank partners, collaborating with bank leadership, internal treasury and Enterprise Relationship Management teams.</p></li><li><p>Support the negotiation, drafting, review and approval of complex legal contracting processes.</p></li><li><p>Support the technology, operations, treasury and vendor teams for all FDIC Sweep program bank required control points, including interest rate management, invoicing, billing, etc.</p></li><li><p>Develop and maintain expertise in FDIC and other bank regulatory requirements pertinent to our sweep program.</p></li><li><p>Leveraging client centered techniques such as hypothesis driven design, journey mapping and other similar techniques to identify opportunities to innovate and grow the FDIC sweep program. </p></li><li><p>Lead the measurement and analytics Provide high level direction to internal partners across the FDIC and core account products and identify key insights that support leadership decisions in forecasting balances, business economics and planning.</p></li><li><p>Active participation in and/or leading defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements. </p></li><li><p>Participating in and leading go to market efforts</p></li></ul><h3><strong>The Team</strong></h3><p>Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, Cash Payments/Money Movement and Sweep Programs

<h3>Job Description:</h3><p>The Associate Client Service Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the plan. The Associate CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to the Tax Exempt Small Market segment and divisional church plans who use the Simplified Contribution Platform (SCP), for example Church Pension Group. The Tax Exempt Small Market consists of 7,366 clients, totaling $14B in assets (average client $1.9M).</p><p>The CSM establishes, maintains and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they coordinate and prioritize the efforts of the operational service team including serving as the point of escalation for plan level operational issues. This role supports clients in a “pooled” service model so the CSM provides both Plan-Level (CSM) and Participant-Level (CSA) support to customers. There is no aligned book of business for this role.</p><p>This will be a primarily phone-based role, typically taking 10-20 inbound calls from plan administrators per day, depending on the time of year (ex: volume will be higher during year end). Service requests, emails, projects, and other responsibilities will fill in the downtime in between calls. Our hours of operation are 8:00AM - 6:00PM ET.</p><p><strong>Primary Responsibilities</strong></p><ul><li>Respond to TEM Small Market and SCP client phone calls related to plan and participant-level issues</li><li>Respond to client emails regarding the Simplified Contribution Platform</li><li>For Tax Exempt Small Market clients, submit projects for plan-level changes/enhancements (roth, loans, hardship, etc.)</li><li>Provide PSW/SCP training and support to clients</li><li>Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client escalations are responded to timely</li><li>Respond timely to internal requests for TEM Small Market clients (COMM items)</li><li>Point of escalation for operational issues and service recovery efforts</li><li>Obtain formal direction from client from proper authorized requestor as required</li><li>Provides education/training on service changes</li><li>Review changes to ensure they were made according to request</li><li>Performs recurring tasks (reporting, fees, etc) in support of Third Party Administrators for TEM Small Market clients</li><li>Assist the CSM Work Group Leaders and Manager with special projects and management routines</li><li>The Associate CSM will be cross trained to support TEM Core and TEM Large Market clients as volume demands (during year end, etc)<br> </li></ul><p><strong>Education and Experience</strong></p><ul><li>Bachelor's degree preferred</li><li>3-5 years of relevant experience, preferably with 2 being in defined contribution</li><li>Experience establishing and maintaining relationships with key client operational decision makers</li><li>Experience facilitating client interactions (phone, face to face)<br> </li></ul><p><strong>Skills and Knowledge</strong></p><ul><li>Demonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needs</li><li>Maintain control of situations through appropriate positioning and escalation</li><li>Critical thinking</li><li>Have mastered influencing skills and active listening</li><li>Top notch client skills</li><li>Has extremely strong consultative skills</li><li>Takes control of situations, brings teams together and facilitates problem solving</li><li>Feels fully accountable and drives ownership</li><li>Strong regulatory knowledge of 403 (b) plans,</li><li>Ability to be a leader in a team environment, demonstrates the ability to get things done; demonstrates confidence in building a case with a successful outcome; and proven ability and success in identifying issues, identify solutions and determine and act upon best solution</li><li>Demonstrated ability to negotiate with clients and all business partners</li><li>Technical and operations knowledge</li><li>Ability to set priorities, meet goals and deadlines</li><li>Use of judgment and ability to influence and execute strategies with clients</li><li>Customer service oriented, including the ability to represent firm in post-sale meetings and ongoing relationship</li><li>Microsoft Office applications are a plus</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Associate Client Service Manager

<h4><b>Summary of Position</b></h4><p>Lionsgate is seeking a Coordinator, Human Resources, to support the VP, HR Business Partner - Motion Picture Group (MPG) and VP, HR Business Partner – Corporate. In partnership with the VPs, the role provides strategic Human Resources support across Lionsgate’s Motion Picture Group and Corporate functions. This role offers an exciting blend of Human Resources support, with opportunities to contribute to a variety of objectives and to serve as a central HR point of contact for the Motion Picture Group and Corporate functions.</p><h4><b>Responsibilities</b></h4><ul><li>Provide direct support to the VPs acting as a liaison between HR and the Motion Picture Group and Corporate functions:<br><ul><li>Schedule meetings, handle travel arrangements, complete expense reporting, and execute a variety of other administrative tasks</li></ul></li><li>At the direction of the VPs, the Coordinator provides support across MPG and Corporate functions:<br><ul><li>Partner with hiring managers and Talent Acquisition to support all recruitment efforts, ensuring job descriptions are properly created and/or updated and that new positions are created/updated/routed within Success Factors, Lionsgate’s Human Capital Management (HCM) software&nbsp;</li><li>Partner with the business to field and fulfill requests for the placement of contingent workers including: on-boarding, off-boarding, invoice processing, and data entry</li><li>Coordinate various employee life-cycle actions, including but not limited to coordinating incoming new hire requests, maintaining the orientation tracker, conducting 30-day check-ins for early career employees, the exit communication and scheduling process, and the creation and delivery of promotion letters</li><li>Complete and submit EDD claims, maintain and update employee files, and conduct monthly I-9 audits for MPG &amp; Corporate functions</li><li>Manage system aspects for all employee changes, including the creation of new positions, promotions, and terminations</li><li>Organize and maintain Human Resources files to ensure easy access to up-to-date HR documents (code of conduct, policies, etc.)</li><li>Track completion of mandatory trainings and follow up with teams to ensure outstanding training is completed</li><li>Manage accommodation requests, ensuring all documentation is compiled, filed, and trackers have been updated, and aid in the communication, tracking, and verification of various documentation</li><li>Maintain Employee Relations Case Management System to ensure that all confidential HR files are organized and accessible (conflict of interest forms, investigation summaries, incident reports)</li><li>Report on Employee Relations trends to identify patterns, and partner with VPs to suggest future preventative measures or improvements</li><li>Further memorialize HR processes and procedures via process maps</li><li>Ad hoc responsibilities as requested in support of the team’s initiatives and overall success</li></ul></li><li>Participate in broader HR projects in support of operational process improvements</li></ul><h4><b>Qualifications and Skills</b></h4><ul><li>1-2 years of administrative experience</li><li>Must have strong interest in a long-term career in Human Resources</li><li>Ability to manage multiple projects with competing deadlines</li><li>Excellent verbal and written communication skills</li><li>Solid organizational skills and keen attention to detail</li><li>Proven skills building &amp; maintaining professional relationships at all levels of the organization, and with outside partners</li><li>Must be flexible and willing to work outside of business hours</li><li>Good judgment and decision-making skills, and ability to maintain confidentiality</li><li>Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)</li><li>Works well in dynamic, team-oriented environment</li></ul><h4><b>Nice to Haves</b></h4><ul><li>Previous experience working in human resources</li><li>Familiarity with Success Factors, Concur, Airtable, First Advantage, and/or Labor Soft</li></ul><h4><b>About Lionsgate</b></h4><p>Lionsgate (NYSE: LION) is one of the world’s leading standalone, pure play, publicly traded content companies. It brings together diversified motion picture and television production and distribution businesses, a world-class portfolio of valuable brands and franchises, a talent management and production powerhouse and a more than 20,000-title film and television library, all driven by the studio’s bold and entrepreneurial culture.</p><h4><b>Our Benefits</b></h4><ul><li>Full Coverage – Medical, Vision, and Dental</li><li>Work/Life Balance – generous sick days, vacation days, holidays, and Impact Day</li><li>401(k) company matching</li><li>Tuition Reimbursement (up to graduate degree)</li></ul><h4><b>Compensation</b></h4><p>$47,000 - $50,000</p><h4>EEO Statement</h4><p><em>Lionsgate is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Lionsgate will provide reasonable accommodations for qualified individuals with disabilities. Lionsgate will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and federal law. &nbsp;</em></p>

Lionsgate

HR Coordinator (Motion Picture Group + Corporate)

<p><b>Salary Range:&nbsp;</b>&nbsp;$88,854.00&nbsp;(Min.) -&nbsp;$115,509.00&nbsp;(Mid.) -&nbsp;$142,166.00&nbsp;(Max.)</p><p>Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time.<br><br>Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose.<br></p><h4>Job Summary</h4><p><br>The Care Management Specialist II utilizes clinical skills and training to perform essential functions of care management for identified and assigned member population according to Health Insurance Portability and Accountability Act (HIPAA) guidelines.</p><p>Manages a specified caseload across the entire continuum of programmatic levels including those within National Committee for Quality Assurance (NCQA) scope or otherwise Complex/Catastrophic cases, which are those with the severest acuities or care needs and requiring the highest clinical skills and judgement. &nbsp;Management of the caseload assigned by Manager includes: coordinating health care benefits, providing education and facilitating member access to care in a timely and cost-effective manner.&nbsp;</p><p>Collaborates and communicates with member, family, and interdisciplinary health team to promote wellness and member empowerment, while ensuring access to appropriate services across the healthcare continuum and maximizing member benefit: Serves as clinical advocate for members, active interdisciplinary team member, liaison with other departments and external health care team. Provides direction and assistance to Care Coordinators and to Community Health Workers (CHW) of members needs including the need for special educational mailings, reminder calls, satisfaction surveys, incentives or any additional service needs according to specific program guidelines. Uses claims processing and care management software to look up member information, document contacts, and track member progress.&nbsp;</p><h4>Duties</h4><p>Applies clinical knowledge and experience to evaluate information regarding prospective care management members referred by health risk assessment (HRA), risk stratification, predictive modeling, provider’s utilization review vendors, members, Call Center, claims staff, Health Homes Program (HHP) eligibility or other data sources to determine whether care management intervention is necessary to meet the member's needs.</p><p>Conducts Care Management services for the most complex and vulnerable members including: engaging in member centric communication which includes the interdisciplinary team, providers and family or authorized representatives; reviewing member claims histories and identifies intervention opportunities through the professional standards of practice; contacting and interviewing members to conduct a baseline assessment, assess self-care ability, assess knowledge and adherence deficits; conducting comprehensive clinical assessments as indicated; developing a member centric plan of care. Maintains assigned care management caseload for with a focus on the most complex, highest-risk members particularly those with advanced chronic conditions, co-occurring mental and/or substance abuse and complex social issues (e.g. homelessness, domestic violence).&nbsp; </p><p>Collaborates with primary care physician and other treating professionals as appropriate. Authorizes initiation of care management services and specialized program services for members and specific populations, and develops interventions designed to meet member or population desired outcomes. Provides comprehensive education and resources to members about accessing services, in-network use, national guidelines for care, community resources, and self-management skills and strategies.</p><p>Employs engagement techniques to build relationships with members and their authorized representatives. Encourages participants to participate in their health care decisions and assists member with researching treatment options in order to communicate effectively with providers and to make informed decisions.</p><h4>Notifies Care Coordinators and CHWs of members needs including the need for special educational mailings, reminder calls, satisfaction surveys, incentives or any additional service needs according to specific program guidelines.</h4><h4>Performs field assessment and care coordination functions in community settings with members, such as at the L.A. Care Community Resource Centers, medical clinics, and member homes.</h4><h4>Duties Continued</h4><h4>Meets and assesses members at L.A. Care Community Resource Centers, as needed.</h4><h4>Provides effective care management for Individualized Care Plan summary and interventions during the Interdisciplinary Care Team meetings based on department guidelines.</h4><h4>Facilitates appropriate use of resources and coordinates necessary services to improve health status and impact the cost of care. Identifies member needs for and refers to appropriate internal and external programs, as appropriate.</h4><h4>Encourages member and family empowerment through education and use of reliable resources.</h4><h4>Monitors and evaluates member progress: evaluates member response to interventions and refines action plan to produce desired outcomes. Identifies complex care management issues and discusses possible solutions with management. Assesses effectiveness of care plan’s goals and interventions on a regular basis.</h4><h4>Uses claims and care management software to document interactions and interventions with members, vendors, and providers. Maintains case information in the member's clinical records to promote care coordination. </h4><h4>Provides ongoing direction and support to internal customers regarding Care Management programs, processes, and benefit coverage.</h4><h4>Responsible for staying current with best practices, identifying areas for personal growth opportunities and works with management to develop a plan for obtaining the necessary training.</h4><h4>Performs other duties as assigned.</h4><h4>Education Required</h4>Associate's Degree in Nursing for Registered NursesMaster's Degree in Social Work for Licensed Clinical Social Workers<h4>Education Preferred</h4>Bachelor's Degree in Nursing for Registered Nurses<h4>Experience</h4><p><br><strong>Required:</strong><br>Minimum of 3 years of recent care management experience with responsibilities of managing complex acute or chronic conditions in collaboration with members and interdisciplinary care professionals in a hospital, medical group or managed care setting, such as a health insurance environment and/or experience as care manager in home health or hospice environments. &nbsp;</p><p>Experience providing care management with complex/catastrophic conditions.</p><h4>Skills</h4><p><br><b>Required:</b><br>Current knowledge of clinical standards of care and disease processes.</p><p>Critical thinking skill.&nbsp;</p><p>Excellent customer service skills.</p><p>Ability to clinically analyze the most complex cases involving highly acute physical health, behavioral health, complex/catastrophic and/or psychosocial issues to determine and implement the most effective member-centered interventions.</p><p>Ability to triage immediate member health and safety risks.</p><p>Ability to sensitively manage member or family responses associated with high acuity cases and support effective coping.</p><p>Strong verbal and written communications skills to consult effectively with interdisciplinary teams, coordinate care with members and their families, and other internal and external stakeholders. &nbsp;</p><p>Ability to use a personal computer, and knowledge of medical information systems.</p><p>Knowledge of and ability to comply with HIPAA compliance.</p><p>Ability to interview, assess and coordinate care. Ability to prioritize caseload.</p><p>Knowledge of community resources.</p><p>Knowledge of Medi-Cal and Medicare regulations.</p><p>Ability to work as a part of a diverse team and gain consensus and resolution of problems.</p><p><b>Preferred:</b><br>Bilingual in one of L.A. Care Health Plan’s threshold languages is highly desirable. English, Spanish, Chinese, Armenian, Arabic, Farsi, Khmer, Korean, Russian, Tagalog, Vietnamese.</p><h4>Licenses/Certifications Required</h4>Registered Nurse (RN);current and unrestricted California License OR Licensed Clinical Social Worker; current and unrestricted California License.<h4>Licenses/Certifications Preferred</h4>Certified Case Manager (CCM)<h4>Required Training</h4><h4>Physical Requirements</h4>Light<h4>Additional Information</h4><p><b>Required:&nbsp;</b><br>Travel to offsite locations for work.</p><p><b>Salary Range Disclaimer:</b> The expected pay range is based on many factors such as geography, experience, education, and the market.&nbsp; The range is subject to change.</p><p><b>L.A. Care offers&nbsp;a wide range of benefits including</b></p><ul><li>Paid Time Off (PTO)</li><li>Tuition Reimbursement</li><li>Retirement Plans</li><li>Medical, Dental and Vision</li><li>Wellness Program</li><li>Volunteer Time Off (VTO)</li></ul><p><br><strong>Nearest Major Market: </strong>Los Angeles                                                                            <br><strong>Job Segment: </strong>                    Social Worker, Nursing, Registered Nurse, Behavioral Health, Substance Abuse, Service, Healthcare                                                    </p>

L.A. Care Health Plan

Care Management Specialist II (D-SNP)

<p><strong>Title:</strong> TCAT Web Services Coordinator</p>
<p><strong>Employee Classification:</strong>&nbsp;Executive/Admin &amp; Managerial</p>
<p><strong>Institution:&nbsp;</strong>System Office</p>
<p><strong>Department:</strong> External Affairs</p>
<p><strong>Campus Location:</strong> Tennessee Board of Regents System Office</p>
<p><strong>Job Summary</strong></p>
<p>The TCAT Web Services Coordinator will assist in creating content to promote the technical workforce programs TBR – The College System of Tennessee offers through its 37 technical and community colleges.<br><br>The successful candidate will be able to develop content to highlight and promote our colleges’ technical workforce programs to prospective students and business and industry partners. Content will be used primarily for, but not limited to, social media and websites. <br><br>The TCAT Web Services Coordinator will update TCAT and Center for Workforce Development websites to help ensure information is current and accurate.<br><br><br>This position may have the opportunity to work remote within the state of Tennessee but with periodic visits to the TBR System Office (Nashville, TN) at the employee’s expense, and potential travel to Tennessee TBR colleges may be necessary.<br></p>
<p><strong>Job Duties</strong></p>
<ul>
<li>40% - Creating content to highlight the technical workforce programs at TBR’s community and technical colleges. - (Essential)</li>
<li>30% - Working with the Director of Content and Public Relations and Web and Digital Media staff to coordinate and distribute content. Updating web content to ensure content is current and accurate. - (Essential)</li>
<li>15% - Posting and distributing content to social media, websites, and other digital platforms. - (Essential)</li>
<li>10% - Follow project schedules set by the Director of Content and Public Relations. Ensure all tasks are completed professionally and on time. - (Essential)</li>
<li>5% - Perform other responsibilities as assigned. - (Marginal)</li>
</ul>
<p><strong>Minimum Qualifications</strong></p>
<p>• Currently hold, or pursuing, a degree or certificate in Journalism, Communications, or a related field<br>• Demonstrated experience creating content for digital platforms, including social media and web<br>• Experience posting content to websites<br></p>
<p><strong>Preferred Qualifications</strong></p>
<p>• Experience developing content for higher education institutions<br>• Familiarity with managing social media business accounts<br>• Experience using video and editing tools such as Adobe Photoshop, InDesign, Premiere Pro, After Effects, Express, Capcut, or other related content editing tools<br></p>
<p><strong>Knowledge, Skills, and Abilities</strong></p>
<p>• Ability to create content for digital platforms, including social media and web;<br>• Experience with Adobe Creative Cloud, especially in a Mac environment;<br>• Excellent writing, grammar, and communication skills;<br>• Strong attention to detail and ability to prioritize accuracy in content creation and reporting;<br>• Proven organizational and time management skills;<br>• Ability to multitask, adapt to change, and meet deadlines;<br>• Comfortable working in a team-oriented, professional environment; and<br>• Ability to travel occasionally within the state for quarterly board meetings, presidents’ meetings, and related events.<br></p>
<p><strong>Physical Demands / Working Conditions<br></strong></p>

Motlow State Community College


      TCAT Web Services Coordinator
    

<p><strong>Join the Clean Energy Revolution</strong></p><p>Become&nbsp;a&nbsp;Senior Manager Project Management&nbsp;at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll ead a team of professional project managers within Customer Service’s Revenue Services Organization. This role is critical to the successful execution and implementation of meter to cash projects that encompass retail energy billing, payment processing channels, and revenue collections processes. Successful project outcomes include ensuring compliance with regulatory requirements, improving customer experience, and improving operational effectiveness. As a&nbsp;Senior Manager Project Management, 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>Develops long-term vision and strategic roadmap for the project management competency</li><li>Cultivates relationships with business partners and vendors to achieve operational excellence</li><li>Drive adoption of innovative project management methodologies and approaches </li><li>Directs project portfolio planning and ongoing optimization of resources to advance key initiatives</li><li>Develops and maintains a productive working relationship with project sponsors, vendors and key clients</li><li>Manages the integration of vendor tasks and tracks and reviews vendor deliverables</li><li>Manages related workforce planning, budget analysis, and budget forecasts; Develops and manages department expense budget, regularly monitors expenses against forecast, providing explanation or justification for budget items and variances</li><li>Manages projects and monitors progress in an ordered, accurate way and provides accurate and timely information; Drives regular project reviews, monitoring the progress and results of all ongoing projects and acts upon action points to achieve Key Performance Indicators (KPIs)</li><li>Develops, monitors, and updates the project cash flow and financial forecasts; Manages project portfolio delivery and ensures the quality of delivery across a range of enterprise programs specified by function</li><li>Builds business cases and project justifications for stakeholders; Drives SCE's project planning and scenario development, aligning project assumptions with operational plans, project timelines, budgets and related resources allocations</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 supervising a team of direct reports and/or project management.</li><li>Experience developing long-term vision and strategic roadmaps of projects.</li><li>Experience in project portfolio planning and ongoing optimization of resources.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>PMP or other relevant project management certification</li><li>Experience in revenue services processes, including retail energy billing, payment processing, and revenue collections</li><li>Proven experience leading technology project implementations</li><li>Experience working in a regulated company</li></ul><p><strong>Additional Information&nbsp;</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&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><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.&nbsp;</li><li>This position has been identified as a NERC/CIP impacted position - Prior to being hired, the successful candidate must pass a Personnel Risk Assessment (PRA) or Background Investigation.&nbsp; Once hired, the candidate must complete specified training prior to gaining un-escorted access to assigned work location and performing necessary job duties.</li><li>Relocation does not apply to this position.</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.</p><p>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&nbsp;(833) 343-0727.</p>

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