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<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Services Representative - North LaSalle, IL

<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 $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Highland Park, IL

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Highland Park, IL

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Highland Park, IL

The role ensure Plans' operations handle customer interactions accurately and promptly, leaving a positive brand impression. Execute audit programs and validate reported results. Present updates and recommendations at various events. Contribute to strategic planning by developing materials, presentations, and documentation. Create and improve standard operating procedures for departmental functions. Interact extensively with Plan staff at all levels, requiring diplomacy in difficult conversations. Influence local and national Plan operations.<li>Responsible for overall Plan execution of the Operational Audit Programs. This includes auditing Plans’ local and inter-Plan claim processing, local customer service processing, and enrollment processing in accordance with applicable program.</li><li>Analyze performance results and lead cross-functional meetings with Plan stakeholders in order to facilitate the development and completion of action plans for each performance program.</li><li>Lead in the development and administration of various audit initiatives/programs that impact internal and external stakeholders.</li><li>Provide Plans education and support by helping them to understand and properly execute operational and audit requirements in both formal and informal settings on a scheduled or ad-hoc basis. This includes providing face-to-face training, webinars, handling the Help Desk, one-on-one meetings, and collaborating with other BCBSA staff.</li><b>The posting range for this position is:</b>$92,788.00-$105,000.00<br><b>Qualifications</b><br><br><b>Education </b><ul><li>Required Bachelor's Degree in a business-related discipline or equivalent work experience</li></ul><b>Experience </b><ul><li>5+ Years related work experience Required</li></ul><br><b>Knowledge Skills and Abilities </b><ul><li>Ability to manage and adapt to multiple, changing priorities.</li><li>Demonstrated proficiency in the Microsoft Office suite and Internet technologies.</li><li>Demonstrated research and analytical skills (quantitative and qualitative).</li><li>Demonstrated presentation and communication skills both oral and written.</li><li>Knowledge of BlueCross Blue Shield and Inter-Plan Programs.&nbsp;</li></ul><p>#LI-Remote </p><p>The posted salary range is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting.&nbsp; We may ultimately pay more or less than the hiring range andthis hiringrange may also be modified in the future. A candidate’s position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.&nbsp;This job is also eligible for <i>annual bonusincentive</i>pay.</p><p>We offer a comprehensive package of benefits <i>including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits </i>to eligible employees.</p><p>Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.</p>

Blue Cross Blue Shield Association

Performance Audit Senior Consultant (Remote)

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $61,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Highland Park, IL

Planning Consultant - Gold Coast, IL

Financial Consultant - Schaumburg, IL

<p><strong>Sr. Manager, Program Management (Hybrid)</strong></p><p><strong>Chicago, IL (Hybrid)</strong></p><p>The American Medical Association (AMA) is&nbsp;the nation's largest professional Association of physicians and a non-profit organization.&nbsp;We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.&nbsp;</p><p>At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.&nbsp;</p><p>We encourage and support professional development for our&nbsp;employees,&nbsp;and we are dedicated to&nbsp;social responsibility.&nbsp;We invite you to learn more about us and we look forward to getting to know you.&nbsp;</p><p>We have an opportunity at our corporate offices in&nbsp;Chicago for a&nbsp;<strong>Sr. Manager, Program Management (Hybrid)&nbsp;</strong>on our Mission Operations- Education Center team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.</p><p>This position will provide senior project management support to aid in the successful&nbsp;implementation of high-profile projects and programs. Lead a team that supports the implementation of various Education Center and AMA Ed Hub projects. Responsible for collaborating with cross-functional teams, engaging with stakeholders, and ensuring successful project delivery from inception to completion This role will lead planning, executing, and overseeing high-impact projects that align with AMA’s and AMA Education Center’s strategic goals.</p><p><strong>RESPONSIBILITIES:</strong></p><p><strong>Project Management</strong></p><ul><li>Manage multiple medium to highly complex projects or programs simultaneously.</li><li>Lead project planning workshops and meetings.</li><li>Collaborate and coordinate the efforts of cross-functional teams, including Marketing, Operations, Editorial Services, Content Services and Partnership Development to define project goals and success criteria.</li><li>Develop and maintain project plans outlining scope, objectives, timelines, and resource requirements related to strategic initiatives.</li><li>Create and maintain project documentation, including status reports, dashboards, and other documents and presentations to key stakeholders.</li><li>Manage risk, issues and expectations and ensure alignment between project goals and business objectives. Track interdependencies of workstreams.</li></ul><p><strong>Relationship Management</strong></p><ul><li>Collaborate with peers to improve standard project management practices.</li><li>Collaborate with cross-functional teams to leverage diverse expertise and ensure successful project outcomes.</li><li>Communicate effectively with diverse stakeholders, ensuring alignment and buy-in throughout the project&nbsp;lifecycle.</li><li>Provide leadership and guidance to project teams, fostering a collaborative and positive working environment.</li></ul><p><strong>Support Other Projects and Activities</strong></p><ul><li>Identify and implement project management frameworks, principles and staff development, as needed.</li><li>Participate and manage strategic planning, budgeting, contract initiation, and cross-project resource sharing, for strategic initiatives as assigned.</li><li>Recognize and identify potential areas where existing project governance process and procedures require change</li></ul><p><strong>Staff Management</strong></p><ul><li>Provide management oversight for staff including hiring, training, and ensuring compliance.</li><li>Responsible for setting objectives, evaluating employees performance and fostering a collaborative team environment.</li><li>Responsible for developing staff’s knowledge and skills to support career development.</li></ul><p><strong>May include other responsibilities as assigned</strong></p><p><strong>REQUIREMENTS:</strong></p><ol><li>Bachelor's degree strongly preferred or equivalent work experience and high school diploma or equivalent education required.</li><li>Minimum 7+ years of project management experience required; preferably in a product organization or healthcare field.</li><li>Experience in people management required; able to attract and develop talent.</li><li>Project management certification strongly preferred.</li><li>Proven track record of successfully managing complex projects.</li><li>Strong knowledge and experience with project management methodologies, tools and techniques (including Waterfall, Agile and hybrid project management methodologies) and an understanding as to when each is appropriate.</li><li>Intermediate analytical skills to support reporting and analysis of metrics.</li><li>Supervisory experience required.</li></ol><p>The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.&nbsp;&nbsp;</p><p>This role is an exempt position, and the salary range for this position is $102,816-$136,017. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee’s pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association’s benefits offerings, <a href="void(0)">please click here.</a></p><p>We are an equal opportunity employer, committed to diversity in our workforce.&nbsp; All qualified applicants will receive consideration for employment.&nbsp; As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant’s race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.</p><p><strong>THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION</strong></p>

American Medical Association

Sr. Manager, Program Management (Hybrid)

<p><b>Job Description:</b></p><p><b>ABOUT THE UNIVERSITY</b></p><p>The Chicago School educates the next generation of change-makers in innovative theory and culturally competent practice to strengthen the integrated health of individuals, organizations, and communities. We enroll over 6,000 students across 40+ academic programs culminating in a bachelor's, master's, or doctoral degree or a professional certificate, and our unique approach to impact-focused education has made us a leading nonprofit university for over 40 years.&nbsp;</p><p>As an employee at The Chicago School, you can become a member of an inclusive community committed to excellence. At The Chicago School, we celebrate individuals of all backgrounds and identities for who they are and what they can contribute. We take pride in hiring and retaining the most dynamic, talented, and passionate professionals who will help us continue to innovate for decades to come.&nbsp;</p><p>The University is building the Illinois College of Osteopathic Medicine, or the IllinoisCOM , anticipated to open for its first class of students in summer 2026 with a mission to train exceptional physicians to leverage the interconnection of physical and mental health to provide compassionate, patient-centered care of the highest quality.&nbsp;</p><p><b>ABOUT THE POSITION</b></p><p>The Chicago School is hiring a Standardized Patient (SP) Coordinator to serve as a key member of the IllinoisCOM simulation team, with primary responsibility for managing the Standardized Patient (SP) program and coordinating simulation-based education activities. The Standardized Patient Coordinator will play a crucial role in enhancing the quality of medical education by creating realistic, immersive learning experiences for osteopathic medical students through effective SP case development, SP recruitment and training, and simulation scenario coordination.&nbsp;</p><p>Working closely with faculty, staff, and administration, the Standardized Patient Coordinator will oversee the day-to-day operations of the SP program and support simulation-based training sessions. This position requires strong program management skills, educational insight, and excellent interpersonal abilities to create effective learning environments that bridge theoretical knowledge with practical application in osteopathic medicine.&nbsp;</p><p>The IllinoisCOM is located in Chicago, IL. The Standardized Patient Coordinator position will be based on-site at our Chicago campus. The Standardized Patient Coordinator reports to the Director of Clinical Simulation. The anticipated hire date for this position is January 1, 2026.&nbsp;</p><p><b>PRINCIPLE DUTIES:</b></p><p><b>Standardized Patient Program Management</b></p><ul><li>Recruit, screen, and hire Standardized Patients to support the curriculum&nbsp;</li></ul><ul><li>Develop and implement comprehensive SP training programs, including physical exam training, case portrayal, and student feedback techniques&nbsp;</li></ul><ul><li>Create and maintain SP training materials, case materials, and evaluation tools&nbsp;</li></ul><ul><li>Schedule and coordinate SPs for teaching sessions, assessments, and examinations&nbsp;</li></ul><ul><li>Maintain SP database including demographics, availability, case experience, and performance evaluations&nbsp;</li></ul><ul><li>Provide regular performance feedback to SPs and implement quality improvement measures&nbsp;</li></ul><ul><li>Manage SP compensation and payroll documentation&nbsp;</li></ul><ul><li>Develop and update SP policies and procedures&nbsp;</li></ul><ul><li>Manage SP program budget within established parameters&nbsp;&nbsp;</li></ul><ul><li>Authorize routine SP program expenditures up to $1,000&nbsp;&nbsp;</li></ul><ul><li>Track and report SP program expenses&nbsp;&nbsp;</li></ul><ul><li>Submit budget requests for SP program needs to Director&nbsp;&nbsp;</li></ul><ul><li>Maintain accurate records of SP compensation and program expenses&nbsp;</li></ul><p><b>Simulation Program Coordination</b></p><ul><li>Collaborate with faculty and curriculum leaders to schedule simulation activities and ensure alignment with learning objectives&nbsp;</li></ul><ul><li>Support the development and implementation of new simulation scenarios that reflect current best practices in osteopathic medicine&nbsp;</li></ul><ul><li>Maintain master simulation calendar and coordinate with all stakeholders to ensure efficient use of resources&nbsp;</li></ul><ul><li>Analyze the effectiveness of simulation activities and provide recommendations for improvements&nbsp;</li></ul><ul><li>Assist with accreditation documentation and compliance related to simulation activities&nbsp;</li></ul><ul><li>Support quality assurance processes for all simulation-based assessments&nbsp;</li></ul><p><b>Case Development and Implementation</b></p><ul><li>Lead the development of SP cases in collaboration with faculty and subject matter experts&nbsp;</li></ul><ul><li>Ensure cases reflect appropriate difficulty level and align with curriculum objectives&nbsp;</li></ul><ul><li>Create detailed SP training notes, door charts, and other supporting materials&nbsp;</li></ul><ul><li>Coordinate case implementation including room setup, props, and documentation&nbsp;</li></ul><ul><li>Maintain case library and documentation system&nbsp;</li></ul><p><b>Educational Support</b></p><ul><li>Facilitate pre-briefing and debriefing sessions for simulation activities as needed&nbsp;</li></ul><ul><li>Provide orientation to students regarding SP encounter expectations and protocols&nbsp;</li></ul><ul><li>Support faculty in the implementation of simulation-based assessments&nbsp;</li></ul><ul><li>Participate in curriculum planning meetings to ensure effective integration of SP experiences&nbsp;</li></ul><ul><li>Assist in the development of remediation plans for students requiring additional support&nbsp;</li></ul><p><b>Technical and Operational Support</b></p><ul><li>Collaborate with Simulation Technician to ensure proper setup and function of recording and evaluation systems for SP encounters&nbsp;</li></ul><ul><li>Support the Simulation Technician in maintaining simulation equipment and spaces as needed&nbsp;</li></ul><ul><li>Assist with inventory management of supplies needed for SP cases&nbsp;</li></ul><ul><li>Coordinate with Simulation Technician for any technical needs during SP encounters and assessments&nbsp;</li></ul><p><b>Research and Quality Improvement</b></p><ul><li>Support research activities as directed by simulation leadership&nbsp;&nbsp;</li></ul><ul><li>Collect and organize data according to established protocols&nbsp;&nbsp;</li></ul><ul><li>Assist in preparation of research materials and documentation&nbsp;&nbsp;</li></ul><ul><li>Contribute to quality improvement initiatives within scope of role&nbsp;</li></ul><p><b>BASIC QUALIFICATIONS</b></p><ul><li>Bachelor's degree in healthcare, education, psychology, or related field&nbsp;</li></ul><ul><li>Minimum of 2 years of experience in medical education, standardized patient program, or healthcare simulation&nbsp;</li></ul><ul><li>Demonstrated experience in project management and program coordination&nbsp;</li></ul><ul><li>Strong interpersonal and communication skills&nbsp;</li></ul><ul><li>Proficiency with Microsoft Office suite and comfort with learning new software platforms&nbsp;</li></ul><ul><li>Experience with scheduling and database management&nbsp;</li></ul><ul><li>Demonstrated ability to work effectively with diverse groups&nbsp;</li></ul><p><b>IDEAL QUALIFICATIONS</b></p><ul><li>Master's degree in medical education, healthcare simulation, or related field&nbsp;</li></ul><ul><li>Experience managing standardized patient programs&nbsp;</li></ul><ul><li>Familiarity with osteopathic principles and practices&nbsp;</li></ul><ul><li>Experience with curriculum development or instructional design&nbsp;</li></ul><ul><li>Knowledge of medical education assessment methodologies&nbsp;</li></ul><ul><li>Experience with simulation-based examination development&nbsp;</li></ul><ul><li>Familiarity with accreditation processes for medical education programs&nbsp;</li></ul><ul><li>Association of Standardized Patient Educators (ASPE) membership or certification&nbsp;</li></ul><ul><li>Experience with learning management systems and SP scheduling software&nbsp;</li></ul><p><b>COMPENSATION AND BENEFITS</b></p><p>Compensation for this position is commensurate with experience. The Chicago School offers a competitive benefits package including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, and multiple flexible spending accounts. Tuition reimbursement opportunities may also be available for eligible employees.&nbsp;</p><p><b>DISCLAIMER</b></p><p>The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.&nbsp;</p><p><b>Compensation &amp; Benefits</b></p>This opportunity is budgeted at $60,000 - $70,000 annual base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.<p><a href="https://www.thechicagoschool.edu/career-opportunities/" target="_blank">https://www.thechicagoschool.edu/career-opportunities/</a></p><p>The Chicago School is an Equal Opportunity Employer.</p><p>Please note: For the protection of faculty, staff, students, and all who enter our facilities, The Chicago School strongly recommends that all employees are fully vaccinated for COVID-19 per CDC guidance.</p>

17 Project Management / Professional Services Jobs in Highland Park, IL 60035, USA