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Job SummaryThe College Fire Safety Coordinator performs fire system management and coordinates inspections. The Program Coordinator processes invoices, performs procurement related duties, and under the direction of the Supervisor, ensures budgetary alignment. This position will also coordinate the college-wide safety systems to ensure legal and regulatory compliance with local, state, and federal laws. This role has the authority to make recommendations based on expertise, policy, best practices, experience, knowledge of integrated systems, as well as the legal and regulatory compliance requirements and maintains effective relationships with regulatory agencies. This position is subject to call-in (24) twenty-four hours a day (7) seven days a week and may be required to work holidays or evenings outside of the scheduled workday. This work may occur on varied shifts and may be required to work overtimeESSENTIAL JOB FUNCTIONSSafety Systems Program Coordination<ul><li>Coordinates the College’s safety systems to ensure compliance with local, state, and federal regulations.</li><li>Oversees fire system monitoring and suppression systems, including inspections, testing, maintenance agreements, and vendor contracts.</li><li>Coordinates fire system maintenance, inspection functions, and ensures programs and systems are administered in accordance with policy, regulations, and law.</li><li>Serves as a liaison to applicable regulatory agencies, including city/municipal, State Fire Marshall, public safety agencies, and National Fire Protection Association (NFPA).</li><li>Responds to critical incidents by evaluating and analyzing emergencies or hazards, and directing others in appropriate safety procedures.</li><li>Provides support as needed to campus police.</li><li>Coordinates inspections of fire suppression systems, including fire pumps, alarm systems, detectors, extinguishers, hydrants, standpipes, sprinkler systems and other fire safety devices, and oversees repairs.</li><li>Safeguards College safety Health, and property.</li><li>Responds to emergency situations in support of the College Police, evaluates the emergency hazard, and directs others regarding appropriate safety guidelines, precautions, and response. Strategically plans to position the College safety systems for the future.</li><li>Complies with federal, state, and local fire code rules and regulations.</li></ul>Community Engagement <ul><li>Collaborates with other campus and non-campus partners to identify and develop solutions to safety system issues.</li><li>Participates in various campus events and activities that promote campus safety.</li><li>Engages in public contact via telephone, e-mail, on in-person to answer inquiries and provide assistance.</li></ul>Culture of Respect <ul><li>Fosters and maintains a safe environment of respect and inclusion for faculty, staff, students, and members of the community.</li></ul>Additional Duties &amp; Responsibilities:<ul><li>Attends all required department meetings and trainings.</li><li>Assists other College departments and personnel during peak times and special events that serve the College.</li><li>May assist persons with mobility or other impairments.</li><li>May be required to work weekends, holidays, or hours outside of the scheduled workday.</li></ul>MINIMUM EDUCATION AND EXPERIENCE REQUIRED:<ul><li>High School Diploma or GED . *An appropriate combination of education, training, coursework and experience may qualify a candidate. </li></ul>LICENSES AND CERTIFICATIONS:<ul><li>State Motor Vehicle Operator's License or demonstrable ability to gain access to work site(s).</li><li>State of Ohio Fire Alarm Certification – Certificate, may be obtained during the probationary period.</li></ul>CSCC has the right to revise this position description at any time. This position description does not represent in any way a contract of employment.Full Time/Part Time:Full timeUnion (If Applicable):Scheduled Hours:40Additional InformationIn order to ensure your application is complete, you must complete the following:<ul><li>Please ensure you have all the necessary documents available when starting the application process. 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. </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>If you are a current employee of Columbus State Community College, please log in to Workday to use the internal application process.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.

COLUMBUS STATE COMMUNITY COLLEGE

Fire Safety Coordinator

<h3>FCO - Risk Analyst</h3> The Role The duties of the Risk Analyst are to support Enterprise Compliance Management’s Anti Money Laundering programs and maintain full compliance with USA PATRIOT Act regulations as stipulated specifically within section 326 of the Customer Identification Program. The purpose of your role is to support the companies Anti Money Laundering program and maintain compliance with USA PATRIOT Act regulations. A majority of our communications are with internal employees which includes all lines of business including retail, family office, Institutional Wealth Services, stock plan services, health savings as well as Correspondent firms directly. <h3>The Expertise We’re Looking For</h3> <ul> <li>Bachelor's degree required </li><li>Excellent interpersonal skills, both written and oral, as communicating with internal business units, customers, and correspondents will be required </li><li>Ability to meet time-sensitive requests along with strong research and information gathering techniques </li><li>Ability to balance multiple cases and prioritize accordingly. </li><li>Ability to work as a great teammate as well as work independently. </li><li>Ability to learn Fidelity systems including FBSI, FDOT, IRF, XTRAC </li></ul> <h3>The Skills You Bring</h3> <ul> <li>Highly motivated, flexible, quality focused, teammate. </li><li>Interested in quickly mastering Fidelity systems including FBSI, CACTUS, IRF, XTRAC, FDOT </li><li>Have the ability to balance multiple cases and prioritize accordingly. </li><li>Broad knowledge of the financial services industry strongly preferred </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Understanding the USA PATRIOT Act, Section 326 as well as any subsequent updates or guidance as put forth by the regulatory bodies or agencies including but not limited to the SEC, FINRA and FinCEN. </li><li>Communicate directly with appropriate business liaisons and advance issues as appropriate to management in a timely and concise manner. </li><li>Review incoming Customer Identification Program (“CIP”) incidents and perform research to ensure compliance and also minimize risk to the firm. </li><li>Communicate compliance requirements to clients as necessary, restrict accounts as appropriate and bring up issues in a timely manner to senior team members or management. </li><li>In addition to research, review and escalation responsibilities, adherence to a strict timeline and compliance schedule is paramount. This is all done in an effort to mitigate risk to the firm while also minimizing any negative impact to the client experience either real or perceived. </li><li>Develop and participate in ongoing systems and process improvements. Participate in testing of any new system functionality and adapt to changes in policies or practices as required </li></ul>

Fidelity TalentSource

Risk Analyst

<h3>Job Description:</h3>The GroupFidelity’s Equity Division manages over 130 diversified mutual funds and more than 60 industry-specific funds, with over $1 trillion in assets under management. Our team includes 200+ Portfolio Managers, Research Analysts, Research Associates, and Sector Specialists, all working together to deliver exceptional investment outcomes.The RoleWe are seeking a Sector Specialist to join our Equity Research Department. In this role, you will be a key contributor to the investment process, partnering closely with analysts, associates, and portfolio managers across the division. You will report directly to a Managing Director of Research and play an integral part in driving research insights and supporting portfolio decisions.What You’ll Do<ul><li>Provide research support to equity analysts and associates across multiple sectors.</li><li>Aggregate and analyze industry data to identify trends and insights.</li><li>Create visualizations of industry trends and analytical results.</li><li>Streamline data collection and management processes for efficiency.</li><li>Conduct analyses across fundamental, quantitative, and data science disciplines, including the use of large language models and artificial intelligence.</li><li>Interpret findings, draw conclusions, and make actionable recommendations.</li><li>Collaborate on stock-specific and industry presentations for internal stakeholders.</li><li>Partner with global sector specialists, industry sources, Wall Street contacts, and internal teams (data science, technology, market data) to enhance research capabilities.</li></ul>What We’re Looking ForEducation &amp; Experience<ul><li>Bachelor’s degree with 1–2+ years of relevant experience in security investing, financial analysis, accounting, valuation, economics, or statistics.</li><li>Advanced degree in finance, investment-related disciplines, hard sciences, mathematics, or CFA designation is a plus.</li><li>Experience in the energy sector is preferred but not required.</li></ul>Technical Skills<ul><li>Strong Excel/VBA skills and a passion for working with data.</li><li>Proficiency in R and/or Python.</li><li>Familiarity with financial databases such as Bloomberg and FactSet.</li></ul>Analytical Expertise<ul><li>Demonstrated interest or experience in fundamental security analysis, quantitative methods, and data science.</li></ul>Communication<ul><li>Excellent written and verbal communication skills with the ability to clearly articulate research findings.</li><li>Commitment to rigorous, evidence-based analysis and the integrity of the scientific method.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $90,000 - $175,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Fidelity Investments

Equity Sector Specialist

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Towson, MD

<h3>Job Description:</h3>Financial Consultant 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. The Purpose of Your Role 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. The Expertise We’re Looking For <ul><li>Previous success in building relationships, uncovering needs and recommending solutions </li></ul><ul><li>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </li></ul><ul><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </li></ul><ul><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>The Skills You Bring <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></ul><ul><li>Being coachable, collaborative, and curious are your "go to" attributes </li></ul><ul><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </li></ul><ul><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations </li></ul><ul><li>Extensive knowledge of investment solutions </li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You 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! The Value You Deliver <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></ul><ul><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future </li></ul><ul><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </li></ul><ul><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. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Schaumburg, IL

<h3>Job Description:</h3>The RoleFidelity Investments is seeking a Product Leader within our Personalization Platform team. Our portfolio of personalization solutions enables creation and orchestration of real time personalized experiences for our customers across different channels (web, mobile, virtual assistant, call routing, etc.).The Product Leader leads an integrated roadmap for product development within an assigned squad, partnering with other leaders to align product cluster- and product area-level strategic priorities, planning, and curating a shared backlog. They also ensure clear backlog prioritization and communication to squad members, adjacent squads, internal clients, and other partners for successful execution.<ul><li>Sets overall mission and vision for their squad, providing integral thought leadership across different platform components and key points of integration, backlog trade-off definition, prioritization, and alignment in collaboration with the Product Cluster and Product Area leaders to ensure alignment on overall strategy.</li><li>Partners as a 'powerful pair' with the respective functional leaders across Engineering, Analytics, and Data Science to align on strategic decisions, solution development and work priorities, ensuring the best-in-class engineering and analytics are at the core of our product solutions.</li><li>Supports an assigned squad as they add new value delivered through prioritization, creativity, innovation, collaboration, and decision making.</li><li>Is accountable for squad's performance and represents the voice of the client in all squad activities. Ensures alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog.</li><li>Partners with chapter and product area leaders to support squad talent needs, defining skill gaps, and building learning opportunities to achieve the strategic direction of the domain and product areas.</li><li>Makes decisions based on anticipated future trends, issues, and business drivers. Identifies and negotiates dependencies across business partners.</li><li>Navigates and guides the squad through high degree of organizational complexity in support of cross-domain and cross-squad work. </li><li>Provide leadership and support in the research and resolution of sophisticated problems, including definition, solution recommendation, testing, and communication with end-users, vendors and other management and staff leading to timely problem resolution.</li><li>Lead/collaborate with a team of 5 - 7 engineers and analysts to strategize and deliver personalization capabilities.</li><li>Handle changes with analytic and business teams as we migrate workloads to the cloud-based designs.</li><li>Advocate for adoption of recommender systems, API’s and algorithmic capabilities across the company. </li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; graduate degree preferred.</li><li>8-10+ years proven leadership and strategic experience</li><li>Proven track record of customer-focused engagement and collaboration across business units with a strategic approach and ability advocate for the adoption of tools and methods that improve the usability and value of personalization solutions.</li><li>Significant experience working with data science and building AI/ML-enabled solutions. General familiarity with different AI model architectures and algorithms (e.g., Multi Arm Bandit, Reinforcement Learning, Transfer Learning) a big plus</li><li>Experience leading projects with new/emerging technology and/or products in the early strategy and design stage.</li><li>Uses strong analytical and judgment skills to set direction and achievement of goals; keeping key business partners informed on progress.</li><li>Uses strong influencing and problem-solving skills to resolve competing product area/squad level strategic priorities.</li><li>Effective communicator and relationship manager with internal and external customers.</li><li>Excellent written and verbal communication skills with the ability to communicate complex technical information in a clear and concise manner to executives and non-technical leaders.</li></ul>The TeamAs part of the Digital Channels Product Area in Fidelity’s Brokerage business unit, you’ll have the resources of an industry leading organization and the agility of an innovation-first team. When you join us, you will:<ul><li>Become a valued member of a trusted fintech leader that combines scale, innovation, and mission-driven impact</li><li>Thrive in a people-first, customer-obsessed culture where we value empathy, diversity of thought, inclusion and curiosity. This is where your voice matters and your ideas can craft the future of digital finance.</li><li>Work on meaningful products that help millions invest smarter, trade confidently, and manage their financial lives with clarity.</li><li>Work in an environment that encourages creativity, experimentation, and innovation—we believe that some of the smartest ideas come from outside the room, and we actively seek inspiration beyond our walls.</li></ul>The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Squad Leader - Personalization

<h3>Job Description:</h3><h3>Senior Manager, Business Insights</h3>The RoleThe Senior Manager, Business Insights, is a cornerstone role on the Abandoned Property and Legal Operations Team.The Senior Manager will be at the intersection of business, analytics and technology.The Senior Manager will be supporting end-to-end data management, analytics and reporting function, as well as strategy and planning activities, tracking key initiatives and priorities, and measuring progress for Abandoned Property and Legal Operations team.We welcome candidates who are either technologists/data analysts seeking greater business exposure, or business professionals with strong interest and skills in technology, data management, and analytics.Data Management, Analytics and Reporting: You are someone who can move seamlessly between business, analytical and technical environments, understand data at both conceptual and practical levels, and can present insights in a clear and actionable way. You enjoy solving complex challenges using data analysis and visualization tools to synthesize data and trends, develop actionable insights, build storylines, and craft presentations that inform key decisions.Strategy and Planning: You can support the strategic planning process to establish team priorities and ensure organizational alignment; work across Abandoned Property, Legal Operations, and our business partners; create management materials, track KPIs and measure the cross-Fidelity impact of our business, as well as support business reviews, and all-associates meetings.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required (Finance, Analytics, Economics, or Business preferred)</li><li>5+ years of hands-on experience in data management and/or business analytics</li><li>Strong analytical and critical thinking skills with technical curiosity and a willingness to learn</li><li>Solid business acumen and a commitment to data integrity and quality</li><li>Proficiency in business reporting and data visualization tools (Power BI and Tableau)</li><li>Advanced skills in Excel and PowerPoint; Visio experience is a plus.</li><li>Understanding of data concepts, databases, and related technologies</li><li>Familiarity with SQL and Python is advantageous but not required</li><li>Passion and sense of purpose that motivates and inspires collaboration</li><li>Creative problem-solving mindset with a desire to challenge conventional approaches</li><li>Excellent cross-team communication skills; ability to simplify complex concepts and deliver impactful presentations</li><li>Confidence, professional maturity, and presence to work independently while collaborating effectively across all organizational levels</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Senior Manager, Business Insights reports to the Director of Strategy &amp; Planning.The Abandoned Property team and the Legal Operations team sit within Fidelity’s Enterprise Services Compliance Team. Both teams directly impact Fidelity’s customers and their experience with our firm. The Abandoned Property team is responsible for firm-wide adherence to abandoned property rules and regulations, managing abandoned property multi-jurisdictional examinations, ensuring the timely reporting of abandoned property for multiple businesses and legal entities, and partnering with the business to find and engage lost or inactive customers. The Legal Operations team responds to legal inquiries for customer accounts, including court orders (e.g., garnishments, guardianships, beneficiary disputes), subpoenas, levies, and class action cases.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Business Insights

<h3>Job Description:</h3>Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center to be considered for this opportunity. Put your expertise in retirement planning to work every dayThe Expertise We’re Looking For<ul><li>Series 7 &amp; Series 63 licenses required</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul>The Purpose of Your RoleRetirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.The Skills You Bring<ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul>The Value You Deliver<ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul>How Your Work Impacts the OrganizationThe Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Retirement Planner - Houston, TX (Remote)

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Representative - Raleigh, NC

<h3>Job Description:</h3>The RoleAre you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound role in providing high-quality, comprehensive, and efficient data quality solutions for our clients' benefit programs. Your expertise will drive solution efforts through meticulous project management and fostering a highly collaborative environment. Role experiences include:<ul><li>Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects.</li><li>Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.</li><li>Supporting internal partners to build and develop coordinated processes that meet margin goals.</li><li>Opportunities to serve &amp; interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Education:<ul><li>Bachelor's degree or equivalent experience (required).</li><li>MBA (a plus).</li></ul></li><li>Experience:<ul><li>A deep understanding of Defined Benefit plans.</li><li>5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.</li><li>Defined Benefit implementation experience is strongly preferred.</li></ul></li><li>Skills:<ul><li>Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.</li><li>Capable of working with large data sets, thinking analytically, and report out status and/or story.</li><li>Outstanding project management skills.</li><li>Proven ability to manage various sized, client-facing program/project teams to successful completion.</li><li>Strong ability to navigate and manage client and/or vendor relationships.</li><li>Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.</li><li>Ownership of outcomes and clear communication of the status and results.</li></ul></li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Value You Bring</h3><ul><li>Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects &amp; budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project</li><li>Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners</li><li>Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected</li><li>​Building and maintaining successful relationships with clients, vendors, internal partners</li><li>Balancing constant communication while delivering on responsibilities</li></ul><h3>The Team</h3>The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

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