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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.At American Express we are focused on providing the best customer experience everyday through a differentiated set of products and services. Amex’s Risk Management capabilities are at the core of delivering a superior customer experience while managing credit and fraud losses at the lowest levels in the industry. With our mix of assets like closed-loop data and machine learning models on a modern technology stack we are re-imagining how payment experiences &amp; risk management converge in a more modern, digital and connected world.Fraud Risk Management&nbsp;(FRM) helps enable profitable business growth by reducing the risk of fraud and maintaining our customer’s confidence in the security of our products. FRM is also accountable for building the infrastructure to manage the emerging risks associated with e-commerce and internet services.The Point-of-Sale (PoS) US Card Not Present Fraud Risk team is looking for energetic and high-performing Manager to drive innovation in Card Not Present fraud risk area. You will have the power to identify interesting and actionable insights that would have a meaningful impact on our customers and our business.You will be responsible for developing and implementing new strategy and capabilities for fraud prevention. These new capabilities would utilize our rich data. In addition to managing fraud strategy for a specific US card not present segment, the role will also be responsible for defining requirements, establishing risk assessment strategies for new product initiatives and collaborating closely with stakeholders both within FRM and across external partner teams.To succeed in this role, you would need to have a very good blend of technical skills, innovative thinking and collaborative skills.Job Responsibilities:·Develop and implement fraud prevention strategies to mitigate risk in online spend.·Minimize unprofitable fraud-related disruptions with a strong focus on optimizing fraud strategy controls.·Build and manage fraud capabilities for 3DS and digital segments.·Design and implement new data features to reduce approved fraud while maintaining customer experience.·Identify and address emerging fraud trends, monitoring key metrics and taking timely corrective actions.·Provide thought leadership on fraud strategy for new payment product integrations.·Lead the integration of new data sources to strengthen fraud detection and prevention capabilities.·Collaborate with cross-functional teams including Fraud Servicing, Decision Science, Digital Labs, and U.S. Consumer and Commercial business teams on strategic fraud initiatives·Partner with fraud and technology teams to establish a robust fraud strategy framework for new proprietary product launches.Minimum Qualifications: The successful candidate will have:·&nbsp;&nbsp;&nbsp; 2+ years’ experience implementing capabilities in complex environments.·Experience with data processing tools such as R, SQL, Hive, Yellow Brick, or Python is required·Solid understanding of statistical techniques for data analysis and correlation.·Knowledge of machine learning algorithms is a plus·Familiarity with the fraud landscape and emerging fraud trends in the card space is a plus·Understanding of payment products, emerging technologies and competitive landscape is preferred·Demonstrated ability to manage multiple priorities and work effectively in a fast-paced, dynamic environment.·Proven track record of working proactively and independently to solve problems and drive results·Strong presentation skills to convey data and fraud insights to different stakeholders·Ability to build collaborative, trusting relationships across teams.·Strong project management skills, with high energy, intellectual curiosity, and a positive, proactive mindset.Preferred Qualifications:·Bachelor's/Master’s degree in Business, Finance, Economics, Sciences, Mathematics, or Engineering related fields preferred·Experience in Fraud risk managementSalary Range: $89,250.00 to $150,250.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Manager-Risk Management

Position Title: Specialty Leasing Coordinator Location: Charlotte, NC Full Time/Part Time: Full time Req ID: R366-2025 Description: ******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Specialty Leasing Coordinator to be responsible for preparing leasing proposals, entering deals into internal systems and tracking them, compiling marketing packages for prospective tenants and brokers as well as gathering and updating market information. Will also assist with preparing/running leasing reports, reviewing lease language, processing broker invoices, recording expenses for payment, and making travel arrangements. Must have excellent phone, internet, and computer skills. The qualified candidate must be well organized with excellent follow-up and oral and written communication skills and be able to work independently. Familiarity with commercial retail lease agreements and/or paralegal experience a plus.Requirements:<ul><li> 2+ years in a fast paced, corporate working environment </li><li>Prior experience reading and understanding retail leases preferred</li><li>Prior work experience utilizing strong administrative skills </li><li>MS Word, Excel and Outlook knowledge </li><li>Excellent communication and organizational skills </li><li>Familiarity with commercial leasing language a plus </li></ul>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability ** About Us: Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders. Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week. Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of September 30, 2025, the company owned interests in 564 U.S. shopping centers and mixed-use assets comprising 100 million square feet of gross leasable space. PI280171126

Kimco Realty Corporation

Specialty Leasing Coordinator

The Career Services, Quality Assurance Manager plays a pivotal role under the direct supervision of the Executive Director, Career Services, focusing chiefly on ensuring that employment verifications across all campuses are meticulously completed, validated, and audited in Salesforce weekly. This role is crucial in managing and upholding the organization’s compliance with federal, state, and various regulatory standards in alignment with the organization's mission and objectives. Central responsibilities encompass leading the Quality Assurance process, with a significant emphasis on conducting quarterly audits to verify the accuracy and compliance of employment data. Additionally, the manager is tasked with generating reports, analyzing data, and pinpointing areas for process enhancement at the campus level, all within the purview of strengthening the integrity and reliability of employment verification processes.Essential Functions &amp; Responsibilities:<ul type="disc"><li>Ensures that employment verifications across all campuses are meticulously completed, validated, and audited in Salesforce weekly.</li><li>Provides weekly reports and updates to both the Executive Director of Career Services and the Campus Career Services Director on the progress of all employment verifications.</li><li>Conduct comprehensive audits of employment verification processes on all campuses to confirm document validity and data accuracy.</li><li>Maintain rigorous standards for verifying and validating graduate employment records across the university.</li><li>Monitor and manage the integrity of database records and physical verification documents, including E-sign and third-party processes.</li><li>Execute remote and on-site assessments to ensure compliance with federal and state regulations for annual reporting.</li><li>Provide regular recommendations for the refinement and improvement of data collection and operational protocols.</li><li>In partnership with the Campus Directors, works with all California and online campuses in managing BPPE auditing process.</li><li>Closely scrutinize Career Services data for accuracy, vigilantly investigating and resolving any discrepancies.</li><li>Drive initiatives within Career Services to uphold adherence to federal, state, and regulatory standards.</li><li>Collaborate with campus teams and directly contact graduates to verify placement data and support licensure and placement efforts.</li><li>Coordinate with third-party verification entities to facilitate timely data corrections and employer verifications.</li><li>Oversee the creation and analysis of Quality Assurance reports, pinpointing opportunities for process optimization.</li><li>Guide campuses in implementing verification procedures and in conducting thorough documentation audits in Career Services.</li><li>Address graduate inquiries proactively, aiding in the prevention of potential complaints and supporting successful placement outcomes.</li><li>Certify that all Career Services related activities are consistently executed in alignment with established university policies and quality standards.</li></ul>Experience &amp; Skills:<ul type="disc"><li>Bachelors degree preferred.</li><li>Minimum of 3 years of Career Services experience or related experience required.</li><li>Proficient in Microsoft Excel and PowerPoint.</li><li>Ability to self-direct, self-pace, multi-task and function well under pressure of deadlines and conflicting priorities.</li><li>Ability to work with individuals at the campuses, Administration and Shared Services.</li><li>Excellent written and oral communication, project management, conceptual, and analytical skills.</li><li>Ability to understand compliance and regulatory issues in a highly ethnic and culturally diverse student and associate community.</li><li>Ability to train others on the regulatory requirements.</li></ul>#LI-CM1Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

West Coast University

Career Services, Quality Assurance Manager

<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Fidelity Investments

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>FCC Head of InvestigationsRole Overview: Fidelity is seeking an executive to join FCC’s senior leadership team as the Head of Financial Crimes Investigations (FCI). The Head of FCI will report directly to the Head of the Financial Crimes Intelligence Unit and will be the accountable executive responsible for the operating design and implementation of controls designed to investigate potentially suspicious activity transaction monitoring alerts and internal/external escalations, and the filing of suspicious activity reports (SARs). The Head of FCI will oversee the execution and disposition of all financial crimes related investigations and will lead and provide direction to a team dispersed across multiple Fidelity sites.The Head of FCI should be an innovative and strategic executive leader who is forward-thinking and capable of driving Fidelity’s FCC program toward sustainable future success. The ideal candidate will possess strong compliance, risk management, process and operational acumen with the ability to implement an environment of continuous program improvement in a fast-paced, highly regulated environment. This leader should also display the ability to anticipate business and market trends and utilize this information to develop long-term strategies that align with Fidelity’s risk profile, vision and goals.<ul><li>Regulatory Compliance – Implement and lead all aspects of the financial crimes investigations and SAR filing function program across Fidelity legal entities, proactively engaging with business leaders, internal stakeholders and regulatory agencies</li><li>Talent – Build and encourage an impactful team by evaluating, hiring and nurturing talent across a team of compliance and investigation professionals while developing needed skills and crafting a culture of inclusion.</li><li>Executive-Level Communication: Communicating with credibility and influence to build consensus and galvanize leaders to action by delivering clear, concise, and compelling messages</li><li>Metrics, Dashboards, Reporting – Focus on development, improvement and ongoing maintenance of key performance indicator (KPI) metrics, and oversight the production of regular reporting that provides insight to program health and operational efficacy to senior management, the FCI team and other internal stakeholders</li><li>Develop reporting, metrics and dashboards that constantly monitor adherence to service-level agreements (SLAs) designed to provide insight to program health at any point in time</li><li>Assists with internal and external audit and regulatory engagements, including timely issue follow-up/remediation</li><li>Partner with business leaders to promote a collaborative environment that helps the business meet its goals while ensuring compliance is always maintained</li><li>Ability to deftly balance risk management with business unit goals</li><li>Provide senior management, various committees, and governance councils with updates on the status of the FCI Program</li><li>Ability to work and learn quickly in a fast-paced, dynamic environment in the midst of constant competing priorities</li><li>Passionate about providing an unparalleled level of service to Fidelity business units and internal partners</li></ul>The Expertise and Skills You BringDeep securities industry knowledge with a comprehensive understanding of BSA/AML, Global Sanctions and Global Anti-Bribery and Corruption applicable laws and regulations<ul><li>10+ years of BSA/AML financial crimes compliance or comparable experience at a large financial institution, major consulting firm, regulatory agency, law enforcement, or a combination thereof</li><li>Experience in a senior financial crimes compliance role in the securities and/or asset management industry, with demonstrated ability to operate across diverse business units, innovative product sets, and a broad array of customer segments</li><li>Tech-savvy with proficiency in financial crimes compliance technologies, processes and workflows</li><li>Experience interacting and fostering productive relationships with regulatory agencies such as the SEC, FINRA, FinCEN and NYFDS</li><li>Certified Anti-Money Laundering Specialist (ACAMS)/Certified Fraud Examiner (CFE)/Certified AML and Fraud Professional (CAFP) is a plus</li><li>Active Series 7 and Series 24 securities licenses is a plus</li><li>Executive level presence and communication skills to effectively consult with and influence firm leadership on prudent courses of action</li><li>Proven track record of attracting, developing and inspiring successful teams and managing financial industry compliance operational functions designed for strict, ongoing compliance adherence</li><li>Collaborates through a proactive/constructive dialogue with senior management, peer leaders, committees, and regulators</li><li>Strong leadership skills that embody Fidelity’s Leadership Principles</li><li>Exceptional relationship management skills</li><li>Proven ability to effectively communicate complex business strategies to senior management, with experience in crafting compelling presentations for C-suite audiences</li><li>Ability to navigate sensitive situations and deliver messages with tact and diplomacy </li><li>Independent problem solver; accountable for, and skilled in, exercising sound judgment</li><li>High degree of integrity and strong work ethic; decisive with orientation toward results; positive demeanor</li><li>Ability to effectively and simultaneously identify, prioritize and address multiple issues and quickly respond to competing priorities and shifts in priorities</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team: Fidelity has long believed that it plays a critical role in the protection of the United States financial ecosystem and has consistently endeavored to be proactive in doing so. Fidelity’s Financial Crimes Compliance (FCC) team supports all Fidelity business units (BUs) and is responsible for the execution of controls and processes designed to achieve strict adherence with applicable Bank Secrecy Act (BSA), USA PATRIOT Act (USPA), economic sanctions and anti-bribery and corruption laws and regulations. FCC operates a suite of controls on behalf of Fidelity businesses by harnessing analytics, intelligence, technology, surveillance, and investigation capabilities.The base salary range for this position is $118,000-226,000 USD 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Security

FCC Head of Investigations

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications 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 Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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.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.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<h3>Category:</h3>Customer Service

Financial Representative - Lincoln Center, NY

<h3>Job Description:</h3>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing. How Your Work Impacts the OrganizationFocusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.The Expertise You Have <ul><li>Require associate in this role to hold Series 7 &amp; 63 licenses</li><li>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</li></ul>The Value You Deliver <ul><li>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s 'trusted advisor.'</li><li>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</li><li>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</li><li>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</li><li>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</li></ul>Strategic Book Management<ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</li><li>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</li><li>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3>Series 06 - FINRA, Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

VP, Managing Director, 401K Relationship Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as 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 Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Planning Consultant - Charlotte South, NC

<h3>Job Description:</h3><h3>CONSULTANT, BUSINESS ANALYST – Fidelity Health Data Enablement &amp; Reporting</h3>As a Business Analyst Consultant, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!The Team The Business Analyst (BA) is part of the Fidelity Health Customer Solutions Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in health care applications from inception to delivery. Your squad will focus on developing Year-round health planning, creating participant personalization, all while simplifying our site interaction to increase engagement!The Expertise You Have <ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</li><li>6+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams</li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</li><li>Experience with Data analysis, SQL or basic database concepts is a plus</li></ul>The Skills You Bring<ul><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog</li><li>Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster</li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals</li><li>Highly organized and have a proven ability to prioritize and work under tight deadlines</li><li>Skilled at building relationships, fostering strong teams, and influencing others</li><li>Self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</li><li>Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvement</li></ul>The Value You Deliver<ul><li>Working in a Scrum Agile environment to deliver software</li><li>Leading and conducting business analyses to formulate and make recommendations</li><li>Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.)</li><li>Collaborate with business partners, development teams, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle</li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication</li><li>Prioritize multiple initiatives and business analysis tasks at the same time</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Senior Manager, Product Development

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<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>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.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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