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<p>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.&nbsp;</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>About Network &amp; Acquiring Solutions&nbsp;</strong></p><p>As part of the Global Merchant &amp; Network Services group (GMNS), the Network &amp; Acquirer Solutions (NAS) team is at the core of American Express, uniquely positioned to support every business unit and customer across the Enterprise. The American Express Network enables over $1.6 trillion in annual spend, serving our Issuers and Acquirers in more than 170 markets worldwide. We are driving a strategic, multi-year Enterprise Payments program to bring all payments together into a center of excellence to drive operational excellence for payment execution, enable innovative payment products, services, and capabilities to be built effectively and efficiently, support our BU strategies more closely, and deliver on our customers’ evolving payment needs.&nbsp;</p><p><strong>About the Role&nbsp;</strong></p><p>This newly created role of&nbsp;PMO Associate&nbsp;/Analyst, Enterprise Payments Program Management is an exciting opportunity to drive a large scale, enterprise-wide program to redesign our payment execution operating model and accelerate the development of our enterprise payment services. The incumbent will be an integral member of the Enterprise Payments program office, helping to drive the day-to-day management, tracking, and reporting of the program, as well as the overall success of the Enterprise Payments Center of Excellence (COE). They will report into the Director, Enterprise Payments Program Management.&nbsp;</p><p><strong>Key Responsibilities&nbsp;</strong></p><ul><li>Support the program manager in the delivery of projects within Enterprise Payments Program that supports delivery of wider&nbsp;multi-rail&nbsp;- Business Solutions and Go to Market strategy.&nbsp;</li><li>Support the project and program manager in the preparation of materials and arrange workstream update meetings.</li><li>Communicate program progress, updates, risks, escalations, and outcomes to program leadership. Drive communication across the various stakeholder teams to ensure integrity of the end-to-end solution.&nbsp;&nbsp;</li><li>Identify challenges and proactively seek to resolve or escalate risk and issues in a timely and well-articulated manner to the projects by engaging relevant stakeholders and PMs</li><li>Produce accurate and insightful project update materials and artifacts, tailoring to various forums and committees.</li><li>Liaise with Project Leads and Stakeholders to understand/cascade guidance and requirements, ensuring adherence to PMO standards</li><li>Manage and maintain Project Plan standards.</li><li>Provide regular quality checks of Milestones, Deliverables, Tasks within Project Plans.</li><li>Review Change Request Forms and confirm required sign-offs.</li><li>Leverage Project Tracking tools and provide update/reports on an ad-hoc basis.</li><li>Lead in the collating and obtaining sign off for status reports for Large programs (10+ projects).</li><li>Provide ad hoc data analysis.</li><li>Work in collaboration with a global team on day-to-day tasks and strategic initiatives.&nbsp;</li></ul><p><strong>Requirements/Qualifications&nbsp;</strong></p><ul><li>Project management or PMO in large change programs within financial services.</li><li>Excellent Microsoft Excel &amp; PowerPoint skills.</li><li>Exceptional attention to detail and highly organized</li><li>Experience managing successful small business and technology change projects in Payments within Financial Services. (2 Years + experience)</li><li>Experience of planning and controlling project/PMO delivery</li><li>Strong stakeholder management - Ability to build working relationships with key business stakeholders and business SMEs.</li><li>Lead the governance structure that drives clear ownership, decision making, and risk management.</li><li>Lead updates of the program/projects you own across multiple stakeholders within the business.</li><li>Work with cross-functional teams to ensure seamless integration of product development with other workstreams, including payments operations, legal, and marketing.</li><li>Proven ability to build,&nbsp;maintain, and leverage strong relationships with internal and external stakeholders, including industry partners and regulators.</li><li>A strong understanding of user experience and design principles to ensure the product meets market needs.</li><li>A&nbsp;bachelor’s degree in Business, Marketing, Engineering, or related field.</li><li>Proven experience in Program or Project Management&nbsp;</li><li>2 years+ working with Financial Services, ideally within in Fintech, Payment’s processor, or Credit Card environment as a Programme or Project Manager, or similar role&nbsp;&nbsp;&nbsp;</li></ul><p>Salary Range: $60,000.00 to $110,000.00 annually + bonus + benefits</p><p>The 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.</p><p>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.</p><p>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:</p><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><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>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.</p><p>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.</p><p>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></p>

American Express

Associate, Program Management

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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><p>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.</p><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 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Pasadena, CA

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><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><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Branch Leader - Midlothian, VA

<h3>Job Description:</h3><p>As a Squad Leader within the Equity Portfolio Management Product Area, you will blend your interest in investment management with our technology expertise to deliver an outstanding user experience for our Global PM team. As the product owner you are the end-to-end gatekeeper of the squad mission, strategy, and execution associated with delivering on strategic priorities. You will influence the broader strategic decisions and roadmaps, set and refine the squad mission, and bring together a team of chapter members to execute on user prioritized product improvements.</p><p>Constant refinement of the “what” and “when” work will be performed through ongoing planning and prioritization of a product backlog. By empowering squad members, you will create a culture of working iteratively, innovating through testing and experimentation, and learning from failure while celebrating success. By staying connected to industry trends, you can bring the latest thinking to our squads to enhance our product solutions.</p><p>This position will be located in Galway as the primary home base with a combination of both in office and remote working.</p><p><strong>The Team</strong></p><p>You work in partnership with Product Area Leads across our domain, other squad leads, scrum masters, and chapter leaders aligned to your squad(s). By demonstrating and promoting Fidelity and agile leadership behaviors, you will sustain and evolve our innovative agile environment.</p><p><strong>The Expertise You Have</strong></p><ul><li>Creative, collaborative, results-oriented problem solver with experience in software development lifecycle.</li><li>Proven experience working with Agile teams and a detailed understanding of SCRUM principles (business analysis, story writing, acceptance testing, end user certification).</li><li>Knowledge of the investment process is preferred.</li><li>Agile experience required.</li><li>Jira and JiraAlign experience is beneficial but not required.</li><li>SCRUM certifications are advantageous.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Bachelor's degree or equivalent experience</li><li>7-10+ years working experience with a majority in investment management</li><li>A data-focused approach to understanding customer needs, translating strategic objectives into action, and prioritizing to improve the value delivered.</li><li>An ability to grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these.</li><li>A strong focus on execution and an ability to identify, communicate and remove impediments to progress.</li><li>A capability to lead, influence, and empower colleagues (both on-shore and off-shore) without formal authority, and a track record of building high-performing teams.</li><li>Encouraging continuously improvement and an agile way of working, adopting servant leadership behaviors and approach.</li><li>Ability to establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach.</li><li>An intellectual curiosity that champions a culture of continuous learning, mentoring and coaching</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Defining, refining, and communicating the squads' mission and roadmap to empower the team and build partner support and alignment</li><li>Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team</li><li>Bringing new solutions to our users on a regular cadence, retiring obsolete solutions and maintaining our outstanding trading platform.</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.</li><li>Defining squad objectives and measuring outcomes against these, while delivering agreed upon business, technology, and people results.</li><li>Collaborating and coordinating with chapter leaders and scrum masters to build squad capacity and capability and enabling squad member growth, development and learning.</li><li>Finding opportunities to bring new technologies/solutions to deliver innovative solutions to meet our business partner objectives.</li></ul><p>#SWE</p><h3>Category:</h3>Product Management

Squad Leader

<h3>Job Description:</h3><h3>Phone Financial Consultant</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>FINRA Series 7 &amp; 63 required prior to hire</h3></li><li><h3>Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire</h3></li><li><h3>Five years financial services experience, with 3-5 years of sales experience</h3></li><li><h3>A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!</h3></li></ul><h3>The Purpose of Your Role</h3><h3>We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</h3><h3>The Skills You Bring</h3><ul><li><h3>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele</h3></li><li><h3>Excellent knowledge of investment products</h3></li><li><h3>Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization</h3></li><li><h3>Strong technological acumen and comfort with learning how to use new tools</h3></li><li><h3>Excels in paperless work environment by leveraging technology</h3></li><li><h3>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action</h3></li><li><h3>Extraordinary listening and communication skills, confident public speaking, and group dynamics</h3></li><li><h3>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</h3></li></ul><h3>Our Investments in You</h3><h3>We believe that a holistic approach to life is important. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning</h3></li><li><h3>Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals</h3></li><li><h3>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</h3></li><li><h3>You are developing existing relationships to retain and increase total assets and profitability</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.</h3><h3>While you build relationships here, you will also be building your career!</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Smithfield, RI

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a <strong>Head of Model Portfolios Distribution,</strong> you will act as the leader of a specialist organization responsible for the distribution of Fidelity’s Model Portfolios. Your team will act as an extension of our investment and product teams and as the client facing authority representing our turnkey and custom model portfolios to Fidelity’s intermediary clients. You will lead a team that supports RIAs and Broker Dealers on proprietary and third-party platform through developing new prospective firms and advisors, while also working alongside field wholesalers to generate strong sales lift from our existing clients and prospects. Lastly, collaborates with asset management function to influence our product roadmap, develop messaging, and core content to support the continued growth of Fidelity’s Models Business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Developing and maintaining a highly motivated, highly productive sales team which will lead to stronger client relationships and increased sales</p></li><li><p> The effective management of a sales team leading to emerging product growth, deepening of client relationships, and high client satisfaction</p></li><li><p>Able to interact well with both external clients (advisors, shareholders, due diligence analysts, etc.) as well as internal clients (investment management, distribution, product management and senior management constituents, etc.)</p></li><li><p>Serve as a voice of the client for ongoing product development and execution</p></li></ul><ul><li><p>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</p></li><li><p>Series 7 &amp; 63 licenses required; 24 obtained after hired</p></li><li><p>15+ years of financial services experience</p></li></ul><ul><li><p>Expertise and knowledge of the managed account marketplace, competitive set, and economic model</p></li><li><p>Demonstrated leadership in a large, matrixed organization with a proven track record of delivering business and sales results</p></li><li><p>Your ability to manage salespeople with varying degrees of experience and tenure</p></li><li><p>Your passion to coach and provide consistent, constructive feedback</p></li><li><p>A desire to lead, motivate and collaborate for the benefit of the team</p></li><li><p>You build and maintain relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</p></li><li><p>You possess strong business/technical knowledge of the managed account ecosystem</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Demonstrate Independent decision making</p></li><li><p>Drive team results against goals </p></li><li><p>60-75% national travel required including client visits, conferences, team visits, and home office meeting</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!</p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Vice President, Head of Model Portfolio Distribution

<p>Join a purpose-driven team at Caron Treatment Centers, where for nearly 70 years, we’ve been helping people find a path to recovery from addiction and rebuild their lives. We offer real careers with real opportunities for growth, comprehensive training, and a commitment to work-life balance. Our benefits include generous paid time off, company-paid life and disability insurance, professional growth and development, tuition reimbursement, a competitive 401(k) plan, and robust&nbsp;medical, dental, and vision plans. We’re proud to foster a diverse and inclusive environment, with a culture of teamwork, compassion, and dedication to our mission. Start a career that saves lives at a company that values yours!&nbsp;</p><p><strong>DUTIES AND RESPONSIBILITIES</strong>:</p><ul><li>Enhances accessibility and communication across all Caron programming to make it possible for creative treatment planning and services to potential families, patients, and referrals.&nbsp;</li><li>Assists in providing concierge service to patients placed into Caron’s continuums and assists with case management needs for family members and referrals; this includes efforts to solidify/confirm potential admissions, as well as provide the services throughout a treatment episode including continuing care planning with an emphasis on patients in Signature programing.&nbsp;</li><li>Ensures that all communication with referrals is tracked in Salesforce/Aura.</li><li>Collaborate closely with the clinical team to provide ongoing case management and ensure each patient’s care plan is executed effectively.</li><li>Attends and actively participates in Signature treatment team meetings to discuss patient progress, clinical updates, care coordination and provides any relevant updates related to referrals, industry changes and census trends.</li><li>Works with Corporate Director of Admissions, Regional Resource Directors team, and others to manage and effectively respond to admissions and census needs across the continuum.</li><li>Works collaboratively with leadership to assure Caron’s Core Values and Mission Statement is being presented consistently to the patients, their families, and referrals.</li><li>Collaborates with Admission Leadership and clinical directors regarding patient placement within or outside the continuum based on clinical assessment and medical records as appropriate.</li><li>Designated point of contact for RAP/NAP/DSO conversions to full programming</li><li>Provides clinical assessment and interpretation as needed for all Signature patients.</li><li>Provides a sophisticated level of financial conversation to include vetting all appropriate resources for treatment investment, provide details of inclusions and exclusions of treatment investment, utilization of all financial options.&nbsp;Proficiency in verification of benefits</li><li>Responsible for all financial follow-up- treatment payment, pharmacy set up, labs, and any identified follow-up</li><li>Provides onsite support to help facilitate concierge admissions as well as physical admissions as necessary</li><li>Ensures all appropriate admissions protocols are utilized with key stakeholders and ensures appropriate ongoing communication and documentation throughout the remainder of the treatment episode.</li><li>Aids throughout treatment episode that includes continuing care planning with an emphasis on Caron First Signature programming.</li><li>This job description reflects management’s assignments of essential functions; it does not prescribe or restrict the duties or tasks that may be required or assigned.</li></ul><p><strong>EXPERIENCE / EDUCATION QUALIFICATIONS:</strong></p><ul><li>Minimum of 3 years’ experience working in a clinical setting within a substance use disorder.</li><li>Minimum bachelor’s degree required or master’s preferred.</li><li>Minimum of 2 years’ case management experience.</li><li>If in recovery, 2 years of continuous sobriety is preferred.</li></ul><p></p><p><strong>PHYSICAL REQUIREMENTS:</strong></p><p>The physical and mental demands described here are representative of those that must be met to successfully perform the essential functions of this job.&nbsp; Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.</p><ul><li>Must be able to work extended hours on and off campus.</li><li>Must be able and willing to travel as needed.</li><li>Must be able to deliver presentations to referrals that may be on campus and at their strategic geographic locations.</li><li>Ability to provide tours of our campus, which may include ambulating throughout hilly areas and ascending and descending stairs.</li><li>This position may allow for remote work and therefore requires a secure office space with high-speed internet.</li></ul><p><strong>KNOWLEDGE, SKILLS, ABILITIES:</strong></p><ul><li>An extensive background in clinical programming of all Caron continuums.</li><li>Must demonstrate strong communication, interpersonal and organizational skills.</li><li>Ability to schedule and coordinate site visits.</li><li>Must possess skill with Microsoft Office products.</li><li>Ability to establish and maintain effective working relationships with employees and heads of the various departments.</li><li>Ability to develop, re-establish, and maintain relationships with referrals and our own Business Development Officers (BDO) across the country.</li></ul><br>

Caron Treatment Centers

Internal Case Management Specialist

Compensation Type: SalariedCompensation: $51,701.00<p><b>Job Summary</b></p>The Program Coordinator performs a variety of responsibilities related to Planning, Design, &amp; Construction (PDC) and serves as the primary point of interface, handling administrative tasks and system support for the PDC team. This role is responsible for the preparation, review, analysis, reporting, and processing of project information and documentation. The Program Coordinator works closely with the PDC Executive Director and Project Managers, serves as a liaison to other departments, and maintains effective working relationships with internal and external stakeholders.<p><b>ESSENTIAL JOB FUNCTIONS</b></p><p><b>Systems &amp; Program Coordination </b></p><ul><li>Coordinates reporting activities with PDC project teams, including the development of clear, understandable reports, reviews, submission, and archiving. Maintains documentation regarding various PDC projects and assists with construction project initiation and setup.</li><li>Provides support to special projects and personnel, as assigned.</li><li>Participates in related project meetings as needed and provides information requested for such meetings.</li><li>Updates HEI information and PDF floor plans for new facilities and remodeled spaces.</li><li>Handles requisition and purchase order preparation, project and escrow accounting, retention agreements, Controlling Board funding submissions, and invoices and processes payments.</li><li>Administers Design and Construction contracts and approvals.</li><li>Files and maintains prevailing wage documentation and processes public record requests for prevailing wage information.</li><li>Facilitates the bi-monthly PDC project report meeting.</li><li>Creates Workday training aids and materials.</li><li>Provides administrative and technical support across the department to advance daily operations.</li></ul><p><b>Relocation Management &amp; Customer Service </b></p><ul><li>Manages the move request documents from end users, and tracks moves and relocations.</li><li>Develops move and relocation schedules with faculty and staff.</li><li>Interfaces with in-house specialists; Information Technology (IT), Telecom, Help Desk, Facilities Operations supervisors, technicians and building services personnel, and IT network technicians to plan and complete moves.</li><li>Collaborates with furniture, painting, and floor covering vendors for cosmetic space upgrades.</li><li>Completes moves and relocations in a timely manner to meet the needs of the end user.</li></ul><p><b>Data Analysis &amp; Maintenance </b></p><ul><li>Handles project data requests.</li><li>Enters data into established computer databases and spreadsheets and generates charts and reports.</li><li>May create new data fields, databases, and spreadsheet criteria, formulas and report formats in advanced spreadsheet and database software applications.</li><li>Researches and collects data from vendor sources for historical purposes.</li><li>Analyzes financial data for construction projects.</li><li>Assists with the building design standards database in collaboration with PDC and Facilities Operations personnel</li></ul><p><b>Culture of Respect </b></p><ul><li>Fosters and maintains a safe environment of respect and inclusion for faculty, staff, students, and members of the community</li></ul><p><b>OTHER DUTIES &amp; RESPONSIBILITIES</b></p><ul><li>Attends all required department meetings and trainings.</li><li>Manages multiple assignments of varying complexity while meeting federal and state, as well as internal regulations and procedures.</li><li>Demonstrates the ability to adapt to changing needs of the College and business partners.</li><li>Hours may include working outside of a normal workweek schedule as needed to meet workload demands.</li></ul><p><b>MINIMUM EDUCATION AND EXPERIENCE REQUIRED </b></p><ul><li>Bachelor's degree with analytical focus, such as Business Management, Project Management, or a related discipline.</li><li>Two (2) years of experience with databases, Business functions, Procurement and a fundamental understanding of Formative and Summative analysis <i><b>*An appropriate combination of education, training, coursework, and experience may qualify a candidate. </b></i></li></ul><p><b>Full Time/Part Time:</b></p>Full time<p><b>Union (If Applicable):</b></p><p><b>Scheduled Hours:</b></p>40<p><b>Additional Information</b></p><p>In order to ensure your application is complete, you must complete the following:</p><ul><li>Please ensure you have all the necessary documents available when starting the application process. <b>For all faculty positions (Instructor, Annually Contracted Faculty, and Adjunct), you will need to upload an unofficial copy of your transcript when completing your aplication. </b></li><li>Prior to submitting your application, please review and update (if necessary) the information in your candidate profile as it will transfer to your application.</li></ul><p><i>If you are a current employee of Columbus State Community College, please log in to Workday to use the internal application process.</i></p><p>Thank you for your interest in positions at Columbus State Community College. Once you have applied, the most updated information on the status of your application can be found by visiting your Candidate Home. Please view your submitted applications by logging in and reviewing your status. </p>

COLUMBUS STATE COMMUNITY COLLEGE

Program Coordinator PDC

<h3>Job Description:</h3><p><strong>The Role </strong> </p><p>As Engagement Lead – Fidelity Human Capital, you lead the day-to-day management of human capital consulting projects across Fidelity’s Business units. Our projects aim to solve Fidelity’s most critical human capital focused business issues, and your role is highly valued by Fidelity business leaders to drive critical thinking forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity’s businesses. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes. </p><p><strong>The Team</strong> </p><p>Fidelity Consulting (“FC”) consists of ~100 top talent strategy and human capital consultants who with leadership across the Fidelity to shape Fidelity’s future by way of critical thinking and independent insights​. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading projects focused on growth and innovation, to human capital consulting to leading enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career. </p><p><strong>The Expertise and Skills you Bring </strong> </p><ul><li><p>You must demonstrate practical subject matter expertise in Human Resources with direct experience in the financial services industry (e.g., workplace, brokerage, wealth management, investments). </p></li></ul><ul><li><p>You have 7-10 years of work experience. </p></li></ul><ul><li><p>The position requires consulting experience with multiple years in the project manager role and experience counseling clients/partners, preferably with a top tier consulting firm. </p></li></ul><ul><li><p>You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities. </p></li></ul><ul><li><p>You have both the flexibility and the skill to lead and contribute to teams. </p></li></ul><ul><li><p>Experience with project and team management, specifically including organization strategy and design, role design, workforce planning, resource optimization </p></li></ul><ul><li><p>Ability to synthesize analysis and research into strategic insights and practical recommendations, including organization diagnostic and design, resource optimization, financial impact analysis, operational analysis and primary/secondary research </p></li></ul><ul><li><p>Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations </p></li></ul><ul><li><p>Ability to assess risk and operationalize findings - turning research into actions </p></li></ul><ul><li><p>Proficient in quantifying challenges and requirements related to execution </p></li></ul><ul><li><p>Driver of decisions in complex environments with multiple partners </p></li></ul><ul><li><p>Skilled in building relationships with peers and executives in a variety of capacities </p></li></ul><ul><li><p>A desire to develop and mentor people </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><h3>Certifications:</h3><h3>Category:</h3>Consulting<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Engagement Lead - Human Capital

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales

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