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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity is looking to hire a Portfolio Manager to join its Fixed Income Division as a fiduciary for our growing taxable and tax-exempt separately managed retail account (SMA) business. The Fixed Income Division uses a team-based approach, and the Portfolio Manager will co-manage the accounts in partnership with the existing Portfolio Manager. The selected individual will help develop and implement investment strategies that provide a high level of income consistent with preservation of capital to be offered through Fidelity’s managed account businesses. As team co-leader, the Portfolio Manager will also assist in the development of technology infrastructure supporting the investment process, will contribute to ongoing product strategy design and will partner with business support groups to ensure delivery success.</p><p>This role will report to one of the Chief Investment Officers and will require close working relationships with other investment leaders, portfolio managers, analysts, traders, operational support professionals, and distribution channel partners. The position requires familiarity with the bond markets including market structure, and knowledge of portfolio analysis and construction techniques. Responsibilities also entail significant technology engagement, demand effective communication capability, and require demonstrated attention to detail. The chosen individual should seek continuous improvement of investment processes and skills in addition to risk-adjusted market returns.</p><p><strong>Primary Responsibilities</strong></p><ul><li><p><strong>Retail Separate Account Management</strong>: Daily investment and improvement of Fidelity’s bond Separately Managed Accounts (SMAs) for retail investors. Develop investment thesis and views to advise iterative optimizations and high volumes of small-lot trades. Investment objective of competitive, risk-adjusted returns over time.</p></li><li><p><strong>Research Integration</strong>: Engage analysts as key, ongoing contributors in investment strategy creation and implementation in alignment with team investment thesis.</p></li><li><p><strong>Trading Integration</strong>: Partner with taxable and municipal bond traders to execute strategies appropriately. Manage daily cash flows to ensure best execution and compliance with guidelines and policies. Coordinate the integration of the SMA trading activities with the those of other Fixed Income portfolios. Review completed trades to ensure desired execution.</p></li><li><p><strong>Quant Integration</strong>: Work closely with quant analysts on the PBM team to leverage taxable and municipal security level analytics and portfolio construction and order generation capabilities to systematize investments at scale for all accounts. Coordinate and develop tools to enable how broad market and sector level views are implemented in large number of smaller SMAs with significantly smaller set of securities.</p></li><li><p><strong>Technology</strong>: Partner with enterprise technology teams with respect to ongoing improvements to portfolio tools and platforms. Experience with Python/coding, optimizers and existing SMA vendors in the marketplace a plus.</p></li><li><p><strong>Product Development and Improvement</strong>: Work with product and advisory teams on ongoing product development and marketing efforts. Initiate and complete improvements of existing products as needed. Understand legal and compliance requirements for all managed products.</p></li><li><p><strong>Channel Support</strong>: Assist customer-facing distribution partners with representing market views, portfolio capabilities, performance, and related perspectives. Establish and deliver regular investment messaging materials to support distribution needs.</p></li></ul><p><strong>Qualifications</strong></p><ul><li><p>Fixed Income investment experience and demonstrating understanding and views of bond markets and market structure. Experience with the municipal bond market, issuers, fundamental factor and opportunities a plus.</p></li><li><p>Familiarity with fixed income risk, risk platforms, and risk metrics.</p></li><li><p>Genuinely interested in process improvement and efficiency.</p></li><li><p>Appreciation of and interest in the unique role of technology and coding in the SMA business.</p></li><li><p>Strong quantitative skills and technical skills a plus.</p></li><li><p>Creative thinker and problem-solver; flexible and welcoming of new insights and perspectives.</p></li><li><p>Meticulous attention to detail; strong ability to prioritize and manage time.</p></li><li><p>Humble teammate with consistent track record of partnering across the investment organization; passionate about developing and mentoring less experienced staff.</p></li><li><p>Unquestioned integrity and strong work ethic.</p></li><li><p>MBA or CFA.</p></li><li><p>5+ years investment experience desirable.</p></li></ul><p>​This is an outstanding opportunity to work with high-caliber investment professionals in one of the premier Fixed Income investment management divisions in the world. The ideal candidate will have demonstrated consistent success in their academic experience and work experience.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Fixed Income Portfolio Manager, Bond Separately Managed Retail Accounts (Bond SMAs)

<h3>Job Description:</h3><p><strong>Fidelity Security is currently seeking top candidates to serve Fidelity as a Security Representative. This position is located in Albuquerque New Mexico</strong></p><p>Are you a motivated, dedicated professional looking to make a change over to a career that promises significant growth? Working as part of a team, you will play an integral role in creating peace of mind for Fidelity and its customers by protecting company assets, minimizing risk, and ensuring overall safety at a variety of locations.</p><p>This is not a typical 'security guard' position, and no prior security or law enforcement experience is required. We will train you to actively patrol and respond to breaches and other threats against the firm, as well as acting as a first-responder in emergency situations. This contract role is also an entry point to positions throughout Fidelity, with a diverse range of advancement opportunities, not only within the division, but also to non-security careers such as a Financial Representative. </p><p>If you are ready for a rewarding new challenge with a global financial leader, and if you meet our qualifications (including a full background check), then we want to talk with you. Contact us today!</p><p><strong>Job Requirements</strong></p><p>As a Security Representative, you must be motivated, engaged, ambitious, and looking to build a long-term career. This is not a desk job, and you must be prepared to work as part of a team, acting quickly and expertly as you respond to urgent, potentially stressful situations. You must also display excellent verbal and written communication and interpersonal skills as you will interact with a variety of department managers and staff in addition to external visitors.</p><p><strong>Please note:</strong> Hire for this position is contingent upon successful completion of a thorough background check, including criminal, credit and education history, previous work experience/references, and a drug screen.</p><p><strong>Specific qualifications for the role include:</strong></p><ul><li><p>2 years’ experience in a role requiring solid interpersonal skills</p></li><li><p>Ability to spend periods of time walking or standing at a fixed post</p></li><li><p>Ability to perform first-responder rescue activities involved with medical or facility emergency situations</p></li><li><p>Knowledge of basic first aid and CPR, or the ability to acquire such knowledge through training</p></li><li><p>Knowledge of basic physical security techniques and principles, or the ability to acquire such knowledge through training</p></li><li><p>Ability to present a neat, clean, non-threatening appearance and professional demeanor</p></li><li><p>Ability to demonstrate poise and self-control under stress</p></li><li><p>Basic computer proficiency </p></li><li><p>Dedication to excellent customer service</p></li><li><p>Good analytical skills</p></li><li><p>Availability to work a flexible schedule, including days, nights, or weekends</p></li><li><p>Some college, preferred; bachelor’s degree or equivalent, a plus; criminal justice degree, a plus</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Security<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Security Representative

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Novi, MI

<h3>Job Description:</h3><p>Investment Consultant</p><p>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.</p><p>The Purpose of Your Role</p><p>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.</p><p>The Expertise We’re Looking For</p><p>· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p><p>· 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</p><p>· 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</p><p>· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p><p>· 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!</p><p>The Skills You Bring</p><p>· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p><p>· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p><p>· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p><p>Our Investments in You</p><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><p>The Value You Deliver</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Greenville, SC

Compensation Type: SalariedCompensation: $25.58<p><b>Job Summary</b></p>The Interpreter Education Program (IEP) Clinical Coordinator is responsible for clinical placements for IEP students. This individual oversees the Entrance Exam for Practicum (EEP), coordinates with faculty the assessment of exams, establishes and maintains community partners who will serve as practicum sites for IEP students, and collaborates with faculty to assign liaisons for each student. The IEP Clinical Coordinator maintains an up-to-date practicum manual; leads or assists with mentoring programs, alumni communication, and ODE k12 Licensure; and assists student with graduation requirements.<p><b>Program Coordination</b></p><ul><li>Seeks and establishes placement in K-12 and community-based settings. Provides information and guidance to field liaisons and initiates Clinical Affiliate Agreements. Coordinates semesterly orientation meeting for sites/supervising interpreters and field liaisons. Reviews and updates, as needed, practicum request forms and circulates forms to students. Reviews applications, coordinates practicum placements, determines student eligibility and matches student with sites. Reviews, updates and distributes the IEP Practicum Handbook. Facilitates mandatory student meetings and organizes distribution of practicum documents. Collaborates with IEP faculty and serves as an advocate for students.</li><li>Assists in recruitment, hiring, and training of field liaisons. Assigns faculty and adjunct liaisons to students/placement sites. Responds to issues and concerns, answers routine questions, and provides general guidance in support of students.</li><li>Initiates and follows protocol for reporting student conduct concerns in practicums and participates in possible action steps, including development of student action plans or program dismissal. Provides ongoing support to field instructors. Responds to partner organizations’ concerns or questions.</li></ul><p><b>Student Support</b></p><ul><li>Provides customer service. Responds to telephone and email inquiries, meets with potential students, participates in program information sessions and provides general assistance.</li></ul><p><b>Administrative</b></p><ul><li>Provides administrative support for faculty and adjuncts. Keeps ongoing records of clinical placements. Maintains confidential or sensitive records and information.</li></ul><p><b>Culture of Respect </b></p><ul><li>Fosters and maintains a safe environment of respect and inclusion for faculty, staff, students, and members of the community.</li></ul><p><b>Minimum Education and Experience Required:</b></p><ul><li>High School Diploma or equivalency and two (2) years' experience interpreting, teaching, or coordinating service provision.</li></ul><p><b>Licenses and Certifications:</b></p><ul><li>State Motor Vehicle Operator's License or demonstrable ability to gain access to work site(s).</li></ul><p><b>Full Time/Part Time:</b></p>Part time<p><b>Union (If Applicable):</b></p><p><b>Scheduled Hours:</b></p>20<p><b>Additional Information</b></p><p>In order to ensure your application is complete, you must complete the following:</p><ul><li>Please ensure you have all the necessary documents available when starting the application process. <b>For all faculty positions (Instructor, Annually Contracted Faculty, and Adjunct), you will need to upload an unofficial copy of your transcript when completing your aplication. </b></li><li>Prior to submitting your application, please review and update (if necessary) the information in your candidate profile as it will transfer to your application.</li></ul><p><i>If you are a current employee of Columbus State Community College, please log in to Workday to use the internal application process.</i></p><p>Thank you for your interest in positions at Columbus State Community College. Once you have applied, the most updated information on the status of your application can be found by visiting your Candidate Home. Please view your submitted applications by logging in and reviewing your status. </p>

COLUMBUS STATE COMMUNITY COLLEGE

Clinical Coordinator

<p>The <strong>Value-Based Care Management Registered Nurse</strong> interacts in-person and telephonically with chronic kidney disease patients, families, and support networks to provide comprehensive assistance in all areas related to ongoing education, medical history, medications, development of support systems, lifestyle changes and behavior modifications, thereby reducing future medical costs with early identification and support for dialysis and transplant needs.</p><p>Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.</p><ul><li>Responsible for the Value Base Care clinical operations activities across the continuum of care from assessing, implementing, coordinating, monitoring, and evaluating.</li><li>Provides health education and treatment decision support for patients.</li><li>Collaborates with the patient, patient support, and interdisciplinary team including the dialysis clinic, hospital, and physician practices in assessing the patient's needs.</li><li>Conducts onsite in-person patient visits and outbound calls to assess patient's current health status, identifying gaps or barriers in treatment plans.</li><li>Coordinates with and provides consultation with physicians and other health care professionals to support the quality and the level of care provided for patients affected by Chronic Kidney Disease/ End Stage Kidney Disease.</li><li>Assists with early identification and support for dialysis and transplant needs by working closely with the Nephrologist and Value Base Care Team.</li><li>Provides patient education to assist with self-management.</li><li>Knowledge of and comply with federal, state, local laws, and regulations, including health care professionals practice act requirements.</li><li>Performs duties at all times within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations.</li><li>Participates in team concepts and promote a team effort; performs duties in accordance with company policies and procedures.</li></ul><br><br>

U.S. Renal Care

RN, Market Management, Value-Based Care Kansas City

<h3>Job Description:</h3><p>The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health &amp; Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers – such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others.</p><p>The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities.</p><h3><strong>The Expertise and Skills You Have </strong></h3><ul><li>Specific experience with Form 5500 and related filings required</li><li>Experience with Form 5500 filing software (FT William, Relius, EFast, etc.)</li><li>7+ years working with DB, DC, or Health &amp; Welfare plans</li><li>Bachelor’s Degree or equivalent work experience</li><li>Outstanding client consulting skills</li><li>Excellent coaching skills</li><li>A deep understanding of form 5500 and related filing work.</li><li>You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.).</li><li>Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management.</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality.</li><li>Impressive oral and written communication skills.</li><li>Focus on quality, details, and meeting client expectations.</li><li>Strong customer service approach.</li><li>Organized, self-motivated, and focused on meeting deadlines</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3><strong>The Value You Deliver</strong></h3><ul><li>Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting.</li><li>Work with Fidelity colleagues, clients, and third parties to onboard new clients.</li><li>Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&amp;W and Puerto Rico benefit plans.</li><li>Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals.</li><li>Develop strong relationships with clients – including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners – including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers.</li><li>Peer-review the work of junior colleagues on the team and provide mentorship.</li><li>Work on special projects.</li><li>Expand overall knowledge of the Workplace Consulting Group.</li><li>Review/Qualify Domestic Relations Orders and prepare communications for involved parties.</li></ul><h3><strong>The Team</strong></h3><p>This role will reside within Workplace Consulting’s Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.</p>The base salary range for this position is $80,000-$127,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

Senior Associate, Compliance (Form 5500 Filings)

<h3>Job Description:</h3><h3>Vice President, Branch Leader</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.<br> </p><p>The <strong>Expertise</strong> We’re Looking For<br> </p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><h3>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.<br> </h3><h3>The Skills You Bring<br> </h3><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity<br> </li></ul><h3>The Value You Deliver<br> </h3><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.<br> </p><h3>How Your Work Impacts the Organization<br> </h3><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<br> </p><h3>Company Overview<br> </h3><p>Our mission at Fidelity is to make our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p>Fidelity Investments is an equal opportunity employer.</p>The base salary range for this position is $115,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Burlingame, CA

<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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Dublin, CA

<h3>Job Description:</h3><p><strong>The Group</strong></p><p>Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><p><strong>The Role</strong></p><p>Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity’s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity’s client accounts.</p><p>This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You’ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity.</p><p>This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Understand, maintain, and improve infrastructure related to the investment process.</p></li><li><p>Build robust quantitative tools to aid all aspects of portfolio analysis and construction.</p></li><li><p>Collaborate closely with other investment and technology professionals within the division.</p></li><li><p>Explain complex quantitative concepts to non-technical people.</p></li><li><p>Monitor, measure, and attribute portfolio risks and returns.</p></li><li><p>Take initiative and demonstrate leadership skills to advance the investment process.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>These attributes are indispensable:</p><ul><li><p>3+ years of industry experience as a fixed income quantitative analyst, and preferably some quant experience in the municipal bond market</p></li><li><p>Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB</p></li><li><p>Very strong interpersonal skills and an eagerness to work in a team environment</p></li><li><p>Understanding of financial markets and financial theory in the context of investment management</p></li><li><p>Strong facility with applied mathematics and statistics</p></li><li><p>Demonstrated expertise in technical and financial problem solving</p></li></ul><p>These attributes are preferred:</p><ul><li><p>Advanced degree in a discipline of science, technology, engineering, or mathematics.</p></li><li><p>Experience with callable bond models, asset allocation, security selection, and risk models.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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