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<h3>Job Description:</h3><h3>The Role</h3>Are you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.<ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.</li></ul><h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s degree preferred.</li><li>This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>This position requires some travel.</li><li>The ability to understand and work with payroll software programs.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Defined Contribution Conversion Lead

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!SIGN ON BONUS AVAILABLE! BENEFITS DAY 1! The Hospice RN is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Group (IDG), and providing palliative and supportive care to the patient/family unit.Qualifications: • Current license as RN in the state where the employee will be working • Minimum one (1) year of in-patient nursing or hospice experience for external candidates; for internal applicants, minimum of 6-months of LPN experience with hospice/home health within an affiliate • Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system • Mobile Driver - Valid driver’s license and automobile insurance per Company policy • Reliable transportation to meet visit schedule • Ability to use equipment with visual and auditory mechanisms • Ability to effectively communicate in English (verbal and written) • Flexible schedule to meet the needs of Hospice House patients • Ability to manage the emotional stress of working with and caring for terminally ill patients and their families • Ability to physically access patient rooms, other areas of the Hospice House/Hospital/ALF, etc., and any home (i.e., navigate stairs and narrow spaces, tolerate heat and lack of air conditioning) within any part of the service area • Ability to perform the essential functions and physical requirements (including, but not limited to: lifting patients and/or equipment, bending, pushing/pulling, kneeling) of the job with or without reasonable accommodation•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross. Employees hired prior to 12/31/2022 must obtain certificate prior to 10/1/2023Some locations may require:<ul><li>Provides reassurance on the phone to patients and families. Assists in finding solutions to their questions and/or recognizes the need for an in person visit. Coordinates in person visit when needed/or requested.</li><li>Assists the patient and family to achieve the desired comfort levels.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Documents patient/family contact information in the EMR and communicates with the Interdisciplinary Group (IDG).</li><li>Completes clinical admissions for all Company services including, but not limited to:<ul><li>Explains services to potential patients/families and addresses questions regarding patient fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Identifies admission objections, concerns or other entry barriers and provides responses</li><li>Educates patient/family on admission requirements and addresses immediate needs</li><li>Completes informed consents and initial assessment according to regulations and Company policy</li><li>Provides information to Physicians and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to prevent complications, alleviate symptoms and maximize physical and emotional comfort</li><li>Obtains Physician orders</li><li>Completes documentation per Company policy</li></ul></li></ul><ul><li>Acts as the Company representative at assigned facilities while facilitating referrals to all service lines; works closely with referring hospitals, physicians, facilities, patients, families, and the general public.</li><li>Communicates frequently with Admissions to ensure timely follow-up.&nbsp; When assignment is complete, informs Admissions and prepares for next assignment.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Obtains consents for services and arranges safe discharge in an efficient manner for referred and eligible patients while meeting productivity expectations.</li><li>Obtains medical record information for the referral.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li><li>Works with Professional Relations Representatives (PRRs) to provide education on all available services.</li><li>Provides care for any GIP patients in a hospital including daily visits, professional management, documentation and efficient discharge.</li></ul> Competencies: • Satisfactorily complete competency requirements for this position. Responsibilities of all employees: • Represent the Company professionally at all times through care delivered and/or services provided to all clients. • Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse. • Comply with Company policies, procedures and standard practices. • Observe the Company's health, safety and security practices. • Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company. • Use resources in a fiscally responsible manner. • Promote the Company through participation in community and professional organizations. • Participate proactively in improving performance at the organizational, departmental and individual levels. • Improve own professional knowledge and skill level. • Advance electronic media skills. • Support Company research and educational activities. • Share expertise with co-workers both formally and informally. • Participate in Quality Assessment and Performance Improvement activities as appropriate for the position. Job Responsibilities: • Provides and manages direct care to patients and families as part of Interdisciplinary Group (IDG), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up. • Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs. • Educates patient, family, caregivers and other health professionals about disease process and decline, palliative interventions, care giving, dying process and safety practices. • Reports changes in the patient’s condition to appropriate members of the IDG or other health professionals. • Participates with the IDG to evaluate hospice referrals/admissions for level of care appropriateness. • Attends patient deaths; prepares body for transport; oversees disposal of medications. • Provides appropriate bereavement interventions to the family and caregiver in conjunction with psychosocial staff. • Presents concise and pertinent oral and written reports to IDG; respects and encourages input from all disciplines. • Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others. • Supervises patient care given by other nursing team members (i.e., LPNs, Hospice Aides, and contract nurses). • Performs other duties as assigned. Physical Demands for Post Offer/Pre-Placement (The demands described below are representative of those that must be met by an individual to perform the essential functions of the job, with or without reasonable accommodation.): While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel. Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance. Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy.

Chapters Health System

RN, Care Coordinator LifePath Hospice

As a full-time social strategy and management professor, you will prepare talented students for creative careers through a professional, positive, and engaged classroom environment. You will demonstrate model leadership and fulfill teaching assignments as determined by the contact hours listed in the Employment Agreement, including syllabus design, submission, and approval; conduct midterm grade reviews; and maintain availability for office hours, extra help sessions, learning opportunities, and field trips. You will conduct course and program assessments, meet grading and documentation requirements, and record attendance for each class per academic policies and regulations. &nbsp;In this position, you will support academic assessment and institutional effectiveness efforts by contributing to the university’s mission, vision, values, and strategic goals. You will attend on-ground and virtual activities such as admission events, faculty councils, exhibitions, and more. Among other duties, you may also participate in curriculum assessment and development meetings, accreditation support, institutional effectiveness meetings, or other publicity assignments. &nbsp;Minimum Qualifications:  &nbsp;<ul><li>Degree in social strategy and management or a related field</li><li>Experience in or knowledge of related industries&nbsp;</li></ul>Preferred Qualifications: &nbsp;<ul><li>Teaching experience at the collegiate level &nbsp;</li></ul><ul><li>Proficient with Adobe Creative Suite, Google Analytics, Microsoft Office, Sprout Social, Agorapulse, and various social media platforms</li><li>Five years of experience with social strategy and management</li></ul>Certificates, licenses, and registrations:&nbsp;&nbsp;<ul><li>Ability to be credentialed through SACS guidelines or justified to teach</li></ul>Travel required:  &nbsp;<ul><li>Less than 10%   &nbsp;</li></ul>Work Hours: As noted in the Employment Agreement. &nbsp;ADA Tag: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements and minimum qualifications listed represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions and/or meet the minimum qualifications. &nbsp;

Savannah College of Art and Design

Professor, Social Strategy and Management

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Investment Consultant - Fort Myers, FL

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Edina, Oakdale, Minnetonka, Brookfield, MiddletonAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Client Support Specialist - Greater Milwaukee, WI Area

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Edina, Oakdale, Minnetonka, Brookfield, MiddletonAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul>The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales

Client Support Specialist - Greater Minneapolis, MN Area

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: The Villages, Winter Park<h3>High Net Worth Representative</h3>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.<h3>The Purpose of Your Role</h3>As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.<h3>The Value You Deliver</h3><ul><li>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</li><li>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>The Expertise We’re Looking For</h3><ul><li>Series 7 required</li><li>Series 63 preferred (paid training &amp; support provided)</li><li>2-3 years of previous experience working in the financial services industry</li><li>Strong technological savvy and comfort with learning how to use new tools</li></ul><h3>The Skills You Bring</h3><ul><li>You have a broad-based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Ability to effectively influence others and use consultative skills to enrich the customer experience</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.Learn More: <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

High Net Worth Service Associate - Greater Orlando, FL Area

<h3>Job Description:</h3>The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.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. <a href="http://cdn-static.findly.com/wp-content/uploads/sites/1439/2024/03/27182711/TPBS-CRA-0324-COV-JAX.pdf" target="_blank">(Learn More)</a> Fidelity Investments does not offer work visas for this role<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Customer Service Representative- Covington, KY

<h3>Job Description:</h3>The RoleAs the Stock Plan Services (SPS) Product Manager, also known as the Squad Leader, you blend Stock Plan expertise with a passion for delivering results. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring the squad together to execute on specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the 'what' and 'when' of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.You possess a customer-first mindset, an ability to develop data pipelines that can be used to track, analyze, and improve our digital products and develop insights that will define the product vision from inception to launch. This is a customer-centric role, working to translate the needs of users into digital business opportunities.This role will focus on:<ul><li>Driving strategic alignment across Stock Plan participant marketing, participant digital, wealth &amp; brokerage for customer engagement</li><li>AI Personalization Integration to personalize content, product recommendations, messaging &amp; user journeys based on customer behavior, preferences, and predictive analytics</li><li>Analyzing customer data from various digital touchpoints to creation actionable insights that inform personalization strategies</li><li>A/B testing &amp; optimization to improve the effectiveness of personalization &amp; digital experiences</li></ul>Responsibilities:<ul><li>Defining, refining, and communicating the your team's mission to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul>The Expertise and Skills You Bring<ul><li>8-10 years of related product management experience, systems development, product development, and/or project/product management</li><li>Knowledge of brokerage &amp; institutional technology preferred</li><li>Bachelor’s degree preferred</li><li>Financial services experience preferred</li><li>Agile experience preferred</li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered</li><li>Strong analytical skills with experience defining metrics for your product areas, running A/B tests at scale and dissecting test performance to inform product decisions and roadmap</li><li>Understanding of machine learning concepts and AI technologies, as well as experience in product discovery and feature development for personalized consumer experiences</li><li>You have a continuous improvement approach and possess excellent analytical, organizational, and communication skills</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</li><li>Experience inspiring and mobilizing all levels of the organization with your product vision, data-centric thinking, and customer/developer passion</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You are intellectually curious and model a culture of learning and coaching</li></ul>The TeamStock Plan Services provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Product Manager, Stock Plan Employee Digital

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), KatyChampion ForestAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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