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About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;JOB SUMMARY:Corro Clinical, a division of CorroHealth, is an innovative, rapidly growing physician-led organization that helps hospitals improve financial performance by benchmarking hospital performance by payer and functional area, identifying sources of lost revenue or risk, creating, and implementing operational solutions to address the issues uncovered, and monitoring ongoing results. The company has a vibrant culture that strives to promote a positive work-life balance while allowing professionals to utilize their skills in an environment that positively impacts healthcare.ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.Location: Remote within US onlyRequired Schedule: Monday - Friday, 11:00 AM - 8:00 PM ESTHourly Salary: $18.27 (firm)Our Denial Management department is responsible for managing denied inpatient referrals from our partnered clients, handling a consistently high volume of cases each day. We support approximately 100 facilities, utilizing a structured workflow coordinated through a dedicated queue schedule maintained in SharePoint. Each team member is assigned specific facilities or tasks but remains cross-trained to work across multiple areas to ensure seamless coverage and operational flexibility. The department functions exclusively as an outbound call center, with all incoming communication routed to a centralized mailbox for triage and follow-up.Essential Functions: <ul><li>You will be on the phone approximately 90% of the day.</li><li>Call payers to schedule Peer to Peer calls with CorroHealth Medical Directors&nbsp;</li><li>Call payers on cases that are past Peer to Peer scheduled time frame.&nbsp;</li><li>Document information from payer call in CorroHealth proprietary system.&nbsp;</li><li>Enter account status into multiple databases.&nbsp;</li><li>Support various functions within the department such as case entry support, Peer to Peer support, and appeals support.&nbsp;</li><li>You will work independently but must also be able to collaborate and work within a team setting.</li><li>Perform other duties as assigned.&nbsp;</li></ul>Skills Required: <ul><li>Must love communicating with others over the phone.</li><li>Strong verbal and written communication skills. Will need to articulate to payors what is needed and be able to quickly document any relevant information that is obtained.</li><li>Detail-oriented. This position requires the ability to multi-task, work on multiple screens and programs at a time, so must be able to toggle back and forth and keep everything organized.</li><li>You will be working to solve issues, so someone who likes to problem solve, seeks resolution and likes to take initiative will be a great fit!</li><li>Works independently but is a team player.&nbsp;</li><li>Able to work in a fast-paced environment.</li><li>Required to keep all client and sensitive information confidential.&nbsp;</li><li>Strict adherence to HIPAA/HITECH compliance&nbsp;</li></ul>Education/Experience Required: &nbsp;<ul><li>High School Diploma or equivalent required. Bachelor’s degree preferred.</li><li>Call center experienced preferred.</li><li>Understanding of denials processes for Medicare, Medicaid, and Commercial/Managed Care product lines, a plus&nbsp;</li><li>Prior experience of accessing hospital EMR’s and Payer Portals preferred.&nbsp;</li><li>Proficient in MS Word and Excel.</li><li>In excel you must be able to open a spreadsheet, utilize formulas such as adding, subtracting, multiplying. You should be able to copy in past in cells as well as create multiple worksheets within a workbook.</li><li>Accurate keyboard skills. You should be able to type a minimum of 30wpm.</li></ul>What we offer:<ul><li>Hourly salary $18.27 (firm)</li><li>Medical/Dental/Vision Insurance</li><li>Equipment provided</li><li>401k matching (up to 2%)</li><li>PTO: 80 hours accrued, annually</li><li>9 paid holidays</li><li>Tuition reimbursement</li><li>Professional growth and more!</li></ul>PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

CorroHealth

Coordinator, P2P Appeals

Salary Range:&nbsp;&nbsp;$47,840.00&nbsp;(Min.) -&nbsp;$57,062.00&nbsp;(Mid.) -&nbsp;$68,474.00&nbsp;(Max.)Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time. Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose. <h4>Job Summary</h4>The Customer Solution Center Appeals and Grievances Coordinator I supports the Customer Solution Center Appeals &amp; Grievance Specialists by handling the administrative functions of the care management/continuity of care process including intake, logging, tracking and status follow-up.This position collects information required by clinical staff to render decisions, assists the Customer Solution Center Appeals &amp; Grievance Manager and Director in meeting regulatory timelines by maintaining an accurate database inventory of care management and continuity of care cases, and preparing monthly activity reports.In addition, the position performs data entry and processing of health risk assessments in the system, maintains confidentiality when communicating member information, and assists with the communication and coordination between programs. Prepares template determination/education letters for members and providers.<h4>Duties</h4> Provide non-clinical support to the Customer Solution Center Appeals and Grievance Specialists for L. A. Care's Medicare Advantage program. This includes the technical aspects of the time sensitive processes for initiating cases, managing referral documentation, entering &nbsp;pre-certification/continued authorizations, identifying and &nbsp;responding to urgency of &nbsp;the request, appropriate documentation, case routing &amp; tracking, routing of &nbsp;information, performing computer data input, faxing, filing of &nbsp;confidential member information, and maintaining logs of activity, etc.). &nbsp;(40%)Assist in the telephonic outreach calls to members identified during health risk assessments as in needed of care coordination assistance. Consist of follow up calls to members to administer screening or obtaining clarification on initial responses. &nbsp;(25%)Under the supervision of the Appeals and Grievance Manager, assist with soliciting non-clinical information from Participating Physical Group (PPG) and specialist concerning follow care related to care management. (15%)Maintain the monthly reporting responsibilities, Appeals and Grievance reporting to Department Director, ongoing referrals and authorizations &nbsp;for members in complex care management. (5%)Accurately maintain an updated log of L.A. Care &nbsp;members identified as SPD or eligible with CCS cases. If members become ineligible with L.A Care or a specific program &nbsp;members are referred to Member Services for transition to other applicable &nbsp;programs". &nbsp;(5%)Perform other duties as assigned. (10%)<h4>Duties Continued</h4><h4>Education Required</h4>High School Diploma/or High School Equivalency Certificate<h4>Education Preferred</h4><h4>Experience</h4>Required:At least 6 months of experience in Medi-Cal managed care authorization processes and/or as a Medical Assistant.<h4>Skills</h4>Required: Knowledge of medical terminology and ICD-10 and CPT codes.&nbsp;Strong verbal and written communication skills.Proficiency with Microsoft Word, Excel, and Access.Excellent organizational, interpersonal and time management skills.&nbsp;Must be detail-oriented and an enthusiastic team player.&nbsp;Knowledge of MHC computer system a plus.<h4>Licenses/Certifications Required</h4><h4>Licenses/Certifications Preferred</h4>Certified Medical Assistant (CMA)<h4>Required Training</h4><h4>Physical Requirements</h4>Light<h4>Additional Information</h4>This position requires work after hours, on weekends, holidays, a hybrid remote schedule, occasional flexibility in hours/shift in critical situations and work on-call.This position requires handling various caseloads and flexibility to adapt to changing priorities which may include but not limited to redistributed work assignments, team projects, and other priorities as assignedSalary Range Disclaimer: The expected pay range is based on many factors such as geography, experience, education, and the market.&nbsp; The range is subject to change.L.A. Care offers&nbsp;a wide range of benefits including<ul><li>Medical, Dental and Vision</li><li>Wellness Program</li><li>Paid Sick Leave</li></ul> Nearest Major Market: Los Angeles Job Segment: Data Entry, Medicare, Medical Assistant, Administrative, Healthcare

L.A. Care Health Plan

Customer Solution Center Appeals and Grievances Coordinator I (Temporary)

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!Benefits Day 1 Mileage reimbursement Role: The RN, Care Coordinator is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Group (IDG), and providing palliative and supportive care to the patient/family unit.Qualifications: • Current license as RN in the state where the employee will be working • Minimum one (1) year of nursing, preferable to have experience with home health, skilled nursing, and/or case management • Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system • Mobile Driver - Valid driver’s license and automobile insurance per Company policy • Reliable transportation to meet visit schedule • Ability to use equipment with visual and auditory mechanisms • Ability to effectively communicate in English (verbal and written) • Ability to visit Participant in their homes to assessments • Ability to perform the essential functions and physical requirements (including, but not limited to: lifting patients and/or equipment, bending, pushing/pulling, kneeling) of the job with or without reasonable accommodation•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross.Some locations may require:<ul><li>Provides reassurance on the phone to patients and families. Assists in finding solutions to their questions and/or recognizes the need for an in person visit. Coordinates in person visit when needed/or requested.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Documents patient/family contact information in the EMR and communicates with the Interdisciplinary Team (IDT).</li><li>Completes initial and semi-annual assessment for all Company services including, but not limited to:<ul><li>Explains services to patients/families and addresses questions regarding patient needs, fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Provides information to Physicians and other IDT members and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to enhance prevention, prevent complications, alleviate symptoms and maximize physical and emotional comfort</li><li>Obtains Physician orders</li><li>Completes documentation per Company policy</li></ul></li></ul><ul><li>Acts as the Company representative at assigned facilities while facilitating referrals to all service lines; works closely with referring hospitals, physicians, facilities, patients, families, and the general public.</li><li>Communicates frequently with other members of the IDT.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li></ul> Competencies: • Satisfactorily complete competency requirements for this position. Responsibilities of all employees: • Represent the Company professionally at all times through care delivered and/or services provided to all clients. • Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse. • Comply with Company policies, procedures and standard practices. • Observe the Company's health, safety and security practices. • Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company. • Use resources in a fiscally responsible manner. • Promote the Company through participation in community and professional organizations. • Participate proactively in improving performance at the organizational, departmental and individual levels. • Improve own professional knowledge and skill level. • Advance electronic media skills. • Support Company research and educational activities. • Share expertise with co-workers both formally and informally. • Participate in Quality Assessment and Performance Improvement activities as appropriate for the position. Job Responsibilities: • Provides and manages direct care to patients and families as part of Interdisciplinary Team (IDT), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up. • Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs. • Educates patient, family, caregivers and other health professionals about disease process and decline, prevention, palliative interventions, care giving, dying process and safety practices.- Participant visit frequency dependent on risk score/needs to be determined- Home visits to assess home safety, medication compliance, nutritional compliance, DME compliance- ability to live safely in the community. • Reports changes in the patient’s condition to appropriate members of the IDT or other health professionals. • Participates with the IDT to evaluate hospice referrals/admissions for level of care appropriateness.- Attends daily IDT collaboration meetings • Presents concise and pertinent oral and written reports to IDT; respects and encourages input from all disciplines. • Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others. • Supervises patient care provided by Community Health Workers and Home Health Aides as requested. • Performs other duties as assigned. Physical Demands for Post Offer/Pre-Placement (The demands described below are representative of those that must be met by an individual to perform the essential functions of the job, with or without reasonable accommodation.): While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel. Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance. Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy.

Chapters Health System

RN, Care Coordinator- Team 260- Hope Healthcare-Patient Homes

Title:Training Coordinator (Temporary Part-time)
Department:&nbsp; &nbsp;Human Resources
Campus: &nbsp;&nbsp;Hardin Valley
Closing Date:&nbsp; Open Until Filled
Type of Appointment: &nbsp;Temporary Part-Time
Pay Rate:&nbsp;$25.53 per hour
*If you are a PSCC Student and eligible for the Student Employment Program, you will be paid on experience and the rates are $14.00 (no experience), $15.00 (6 months experience) and $16.00 (9 months experience)*.
Work Hours 30 hours per week (Monday-Thursday 8:00 a.m.-4:30 p.m.)
Position Summary:&nbsp;The overall purpose of this job is to facilitate and deliver established HR training and development programs that align with the college’s mission, vision, values, and strategic plan. This position collaborates with internal stakeholders to support new employee onboarding, professional development, compliance training, and performance management initiatives
Duties and&nbsp;Responsibilities:
50%&nbsp; Collaborate with the Executive Director, Human Resources, the Director, PACE, the QEP Director, and other stakeholders to facilitate and deliver established training programs as well as provide oversight of the Pellissippi Academy, support to the Cross Functional Talent Development Team and the Pellissippi State Trainer Academy (PSTA), to collaboratively facilitate Culture Orientation, New Manager Orientation, and schedule New Hire Technology Training sessions, etc
15% Assess training needs through collaboration with the Cross Functional Talent Development Team through surveys and consultations. Evaluate training effectiveness through surveys, assessments, and feedback mechanisms
10% Works with the HR Administrative Assistant, Event Services, and other stakeholders to coordinate logistics for HR training sessions (scheduling, communication, materials, etc.).
10% Facilitate department-specific training and professional development opportunities and initiatives.
10% Maintain training records to ensure compliance and accurate documentation.
5% Other duties as assigned.
Note:&nbsp;The College&nbsp;reserves the right to change or reassign job duties, or combine positions at any time.
Required&nbsp;Qualifications: Bachelor’s Degree in Human Resources, Education, Organizational Development, or related field. Advanced degree preferred;2 years’ experience in training and development, or HR-related roles. 
Knowledge, Skills and Abilities
<ul>
<li>Familiarity with adult learning principles</li>
<li>Experience in higher education or public sector training programs</li>
<li>Strong presentation and facilitation skills</li>
<li>Excellent written and verbal communication</li>
<li>Ability to assess training needs and measure outcomes</li>
<li>Strong interpersonal and collaboration skills</li>
<li>Proficient in Microsoft Office and/or LMS platforms</li>
<li>Able to engage in the college’s mission, vision, and values.</li>
</ul>
 Special Instructions to&nbsp;Applicants:&nbsp;To be considered for a position at Pellissippi State,&nbsp;you must create an on-line application. Your skills, abilities, qualifications,&nbsp;and years of experience will be evaluated using only what is recorded on your&nbsp;application. Please note: attaching a resume does not substitute for completion&nbsp;of the application form. Part-time work experience is calculated at 50% of&nbsp;full-time experience. Please note: to scan, upload, or attach documents, a&nbsp;computer and scanner are available at the Hardin Valley Campus Educational Resources Center, if needed.
Pellissippi State Community College does not discriminate on the basis of race, color, religion, creed, ethnicity or national origin, sex, sexual orientation, gender identity/expression, pregnancy, disability, age (40+), status as a protected veteran, genetic information, or any other class protected by Federal or State laws and regulations and by Tennessee Board of Regents policies concerning all employment and education programs and activities. View the&nbsp;<a href="https://policies.pstcc.edu/?page_id=20" target="_blank">nondiscrimination policy</a>. For questions or concerns, please contact George Underwood at&nbsp;<a href="mailto:gtunderwood@pstcc.edu" target="_blank">gtunderwood@pstcc.edu</a>&nbsp;or 865-539-7354.
If you have any problems or questions please contact Pellissippi State Community College’s Human Resource Office at 865-694-6607 or by email at <a href="mailto:recruiting@pstcc.edu" target="_blank">recruiting@pstcc.edu</a>. If you are&nbsp;interested in this position, click on the link to the top right to apply.
#mrp

Motlow State Community College


      Training Coordinator (Temporary Part-time)
    

Business Center SpecialistJob ID: 13630Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: RegularAbout UTEP<a href="https://www.utep.edu/UTEP" target="_blank">https://www.utep.edu/UTEP</a> is a comprehensive public research university that is increasing access to excellent higher education. We advance discovery of public value and positively impact the health, culture, education, and economy of the community we serve.The University of Texas at El Paso is America's leading Hispanic-serving university. Located at the westernmost tip of Texas, where three states and two countries converge along the Rio Grande, 84% of our 24,000 students are Hispanic, and more than half are the first in their families to go to college. UTEP offers 172 bachelor's, master's and doctoral degree programs at the only open-access, top-tier research university in America.<a href="https://www.utep.edu/engineering/The" target="_blank">https://www.utep.edu/engineering/The</a> College of Engineering at the University of Texas at El Paso (UTEP) is dedicated to fostering innovation, education, and research in engineering and technology. With a mission to prepare the next generation of engineers, the college offers a wide range of undergraduate, graduate, and doctoral programs across various disciplines. Its diverse faculty and cutting-edge research facilities drive discoveries and solutions to real-world challenges, contributing to advancements in science, technology, and the overall growth of the Border Region. UTEP's College of Engineering is committed to academic excellence, community engagement, and shaping the future of engineering.Position InformationHiring Department: <a href="https://www.utep.edu/engineering/Posting" target="_blank">https://www.utep.edu/engineering/Posting</a> End Date: Open until filled.Hours: 40 hours per week, standard Monday- Friday 8:00am- 5:00pm, flexibility is required on evenings and weekendsFLSA status: ExemptEarliest Start Date: As soon as possible.Salary: $35,568 annuallyRequired Application Materials:• Resume• Cover Letter (optional)• List of three referencesNote: This position is subject to availability of funds.The primary accountabilities are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. A valid driver's license issued by the State where the applicant resides and insurability as defined in UTS 157 may be required to perform the position's essential functions.Purpose of PositionSummary: Under limited supervision and with considerable latitude for the use of initiative and independent judgment, coordinates and directly supports the business process functions of a Business Center, which provides various financial, analytical, and business process transactional services to faculty and staff within area of assigned responsibility.Note: This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. Must possess a valid driver's license issued by the State where the applicant resides and must be insurable as defined in the UT System UTS 157, as applicable to the performance of essential duties and responsibilities of the position.Statement of Duties and Responsibilities:Provides departmental support and acts as a backup for department administrators.Perform grant reconciliation periodically. Revies award expenditures with the Principal Investigator (PI) as needed.Provides Payment Works support and processing.Provides wire transfer support.Processes and provides support for off-cycle pay requests.Processes and provides support for Authorization for Personal Services (APS) payments.Reviews and processes the entertainment expense support.Process expense reimbursement, travel authorizations, and Non-PO vouchers.Provides support for onboarding process and procedures.Process e-form documents and utilize PeopleSoft to assist with e-form processing.Process Miner Mall requisitions.Process Student Notice of Awards (SNOA's).Process budget transfers and expense reclassifications.Implements and adheres to established goals, policies, and priorities for the Business Center.Confers with departments for clarifications and specifications on reports and preferred supplies. Ensures products or services are compatible with university networking systems.Confers with vendors to obtain product or service information such as price, availability, and delivery schedule.Coordinates recruitment and hiring efforts for exempt and non-exempt personnel; creates employment requisitions for posting; reviews applications and related documentation as needed.Ensures timely and accurate processing of all personnel actions in automated HR system to include, but not limited to, creating and submitting documents/ requests via respective institutional systems, in accordance with established University and Human Resource Services policies and procedures.Provides informational assistance to prospective and current employees regarding the university; collaborates closely with Human Resource Services regarding HR matters as needed.Identifies and resolves issues, concerns, discrepancies, problems, and inconsistencies, determining appropriate corrective procedures.Maintains a high degree of confidentiality and ensures safety of all confidential and sensitive information this position is privy to.Acts as liaison between departments and internal or external customers; interacts with clients by telephone, electronically or face to face to identify and support their transactional needs/requirements.Proactively engages customers through reporting and personal responses; obtains, researches and evaluates all relevant information to handle inquiries and complaints.Handles and resolves customer complaints and elevates unresolved issues to the appropriate resourcesManages client expectations and provides consistent client updates. Keeps records of client interactions, transactions, and actions taken. Communicates and coordinates with internal departments as needed to resolve client issues.May participates in various committees, professional trainings, industry conferences, and conventions.Works extensively with all MS Office suite products, Human Resource and Finance ERP systems, specifically Peoplesoft, and other institutional software systems, such as Banner Hyperion, etc.Complies with all federal, state and local laws, and University of Texas System, Regental, and UTEP policies.Other duties may be assigned.Supervisory Responsibilities: No supervisory responsibilities.QualificationsQualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Required Qualifications:Education: Bachelor's degreeandExperience: One year related experience to the statement of duties and responsibilities; or equivalent combination of education and experience.Additional InformationPhysical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is occasionally required to stand; walk, sit; use hands to feel; reach with hands and arms; talk or hear. The employee must occasionally lift and move up to 10 pounds.Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level is the work environment is usually quiet.In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries—including the filing of a Formal Complaint or reporting an incident—about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6315641jeid-0596cb9d39e8474b8b3dd10e4da60c59" target="_blank">https://apptrkr.com/6315641jeid-0596cb9d39e8474b8b3dd10e4da60c59</a>

The University of Texas at El Paso

Business Center Specialist

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Vice President, Wealth Planner - Indianapolis, IN

Vice President, Wealth Planner - Cincinnati, OH

<h3>Job Description:</h3>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.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>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur 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.The Skills You Bring<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</li></ul>The Value You DeliverYou 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.How Your Work Impacts the OrganizationYou 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.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Sales

Branch Leader - Upper West Side, NY

<h3>Job Description:</h3><h3>The Role</h3>Join a dynamic and forward-thinking team at the forefront of digital transformation in wealth management. As a Consultant in Digital Investment Solutions, you’ll play a key role in shaping and driving innovative, scalable investment solutions that meet the evolving needs of our clients. This is your chance to lead critical initiatives, enhance the client experience, and help position Fidelity as a leader in digital advice and managed accounts! This is what you will do:<ul><li>Drive the strategy, development, and continuous enhancement of digital advisory solutions, including Fidelity Managed FidFolios — our innovative Digital Separately Managed Account offering.</li><li>Collaborate across cross-functional teams to deliver high-impact, client-centric investment experiences.</li><li>Leverage your deep understanding of investment products and client needs to influence product strategy and execution.</li><li>Conduct market research, competitive analysis, and client feedback to inform product innovation.</li><li>Partner with technology teams to bring ideas to life efficiently and effectively.</li><li>Champion a culture of experimentation, continuous improvement, and disruptive innovation.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s or equivalent with 8+ years Financial Services experience</li><li>Strong business knowledge associated with Separately Managed Accounts or other managed account products and solutions.</li><li>Series 7 and 66 licenses a plus.</li><li>Solid understanding of investment products, financial planning, and the competitive landscape in the high-net-worth and wealth management space.</li><li>Proven experience in product marketing, positioning, and go-to-market strategies.</li><li>Ability to thrive in a fast-paced, collaborative, and client-focused environment.</li><li>Familiarity working with technology teams using agile methodology, e.g.: story writing, backlog refinement, retrospectives, and sprint planning.</li><li>Analytical approach with the ability to distill complex data into actionable insights.</li><li>Understanding of advisor-led and client-facing processes is a plus.</li><li>Passion for innovation and delivering exceptional client experiences.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>The Consultant is a member of the Digital Investment Solutions product management team within Wealth Investment Solutions. Wealth Investment Solutions provides discretionary money management services on over 2 million accounts with nearly $1T in assets under management. Our team brings together experts in product management, digital content, investment strategy, marketing, and distribution to deliver cutting-edge solutions.As a Digital Investment Solutions team member, this role collaborates with the team lead, teammates, other squads or teams within Wealth Investment Solutions and our business partners to develop and support Digital Advice growth initiatives that help grow and scale the business, while also continuously improving upon our existing offering to better serve our clients and client facing associates.As a key contributor, the consultant works closely with internal partners across Wealth Solutions, Fidelity Wealth and Brokerage, Distribution, Legal, Risk, Compliance, and Asset Management. Your insights and leadership will help shape the future of digital advice and managed accounts, driving growth and delivering value to clients and advisors alike.<h3>Certifications:</h3><h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Consultant, Wealth Investment Solutions

<h3>Job Description:</h3>The RoleThe Registered Principal associate (RP) reviews outbound communication and marketing materials to ensure compliance with applicable laws, rules and regulations and Fidelity policies. The RP is responsible for executing timely review and identification of any non-compliant materials and consulting with compliance and content owners to ensure complaint communications are distributed to customers.The Expertise and Skills You Bring <ul><li>Series 7, 63, 24 required</li><li>4-year college degree preferred</li><li>Directly related experience including communications, marketing or compliance experience preferred</li><li>Knowledge of ERISA, IRS/DOL, FINRA and SEC regulations, plan design, communication and operational procedures</li><li>Strong ability to understand and communicate sophisticated regulatory requirements</li><li>Effective communicator who is skilled at interactions with employees at all levels</li><li>Ability to multi-task and prioritize work according to changing deliverables</li><li>Ability to identify potential risks and issues and use good judgement to raise concerns</li><li>High level of personal integrity and professionalism</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWe support Fidelity’s 401k plan sponsors in the creation and distribution of Fidelity’s participant programs and delivery of communication and education. You will work internally with key business partners like Communications Consultants, Communications Project Managers, Marketing, and Compliance to ensure all distributed communications comply with applicable laws, rules and regulations and Fidelity policies.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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