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<br>Position Title: Leasing Coordinator<br> <br>Location:  Houston, TX<br> <br>Full Time/Part Time: Full time | Full time<br> <br>Req ID:  R332-2025<br> <br>Description:  <p>Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Leasing Coordinator to be responsible for preparing leasing proposals, entering deals into internal systems and tracking them, compiling marketing packages for prospective tenants and brokers as well as gathering and updating market information. Will also assist with preparing/running leasing reports, reviewing lease language, processing broker invoices, recording expenses for payment, and making travel arrangements. Must have excellent phone, internet, and computer skills. The qualified candidate must be well organized with excellent follow-up and oral and written communication skills and be able to work independently. Familiarity with commercial retail lease agreements and/or paralegal experience a plus.</p><p>Requirements:</p><ul><li><p> 2+ years in a fast paced, corporate working environment</p></li><li><p>Prior work experience utilizing strong administrative skills</p></li><li><p>MS Word, Excel and Outlook knowledge</p></li><li><p>Excellent communication and organizational skills</p></li><li><p>Familiarity with commercial leasing language a plus  </p></li></ul><p>The expected salary range for this position is between $50,000 and $60,000.  The actual compensation will be based on factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, market and business considerations and other factors permitted by law.</p><p>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability **</p><br> <br>About Us:  <p>Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders.</p><br><p>Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week.</p><br><p>Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of June 30, 2025, the company owned interests in 566 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. </p><br><br><br><br><p>PI277769753</p>

Kimco Realty Corporation

Leasing Coordinator

Company Description<br><p>By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.</p><p><strong>Why join Harvard University Central Administration?</strong></p><p>Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals.</p><br>Job Description<br><p>Engineering and Utilities (E&amp;U) is responsible for Harvard’s complex utility infrastructure, managing the purchase and operation of energy resources, and providing specialized engineering and technical services for the Cambridge and Allston campuses. The group manages Harvard’s utilities systems (steam, chilled water, hot water, electric power, natural gas, fuel oil, water and sewer), operates the Blackstone Steam Plant, the District Energy Facility, and the two Cambridge campus chilled water plants, and provides professional engineering and technical services. This position provides primary support to the Utility Administration Group and secondary, broad range administrative support to all areas within E&amp;U, including operations, engineering, and general administration. It is anticipated and intended that specific duties and assignments will vary to provide flexibility in meeting business needs.</p><p><strong>Job-Specific Responsibilities: </strong></p><ul><li>This position is responsible for facilitating and overseeing a successful internal billing process each month for all utilities consumed by the University, including electricity, chilled water, hot water, steam, natural gas, water &amp; sewer, and fuel oil.</li><li>Directly responsible for compiling and reviewing usage data from nearly 1,000 internal utility meters and a dozen or so major utility vendor meters. Includes downloading most usage data as well as manually entering remaining, confirming all data accuracy, estimating missing/erroneous meter usage data, and alerting operations personnel to any anomalies.</li><li>Administers the monthly internal chargeback process for all utilities. Executes processes in EnergyCAP billing system to allocate meter usage and calculate remainder meters. Verifies accuracy and completeness of data, then runs bill generation process to send cost recovery charges to the Harvard General Ledger application each month as part of the monthly University accounting close. Annually include charges for Utility Administration fees.</li><li>Performs duties of EnergyCAP key user on monthly and annual basis as needed. Manages databases for rate plans, vendors, bill formats, accounting codes, custom fields, allocation percents, and chargeback formulas. Ensures other team members accurately manage accounts, organizations, buildings, and meters.</li><li>Creates and maintains spreadsheet-based tools to supplement the input/output capabilities of EnergyCAP, including, reformatters for vendor-provided billing files, bill tracking tools, batch verification tools, monthly billing review reports, and remittance advices.</li><li>Supports reporting needs of end users and E&amp;U executives, enabling them to verify usage, cost and operations are within acceptable ranges. Supports E&amp;U and other unit executives with financial analyses of vendor rate plan options. Assists in the development of future utility rate guidance provided to Harvard schools and units for internal budgeting purposes.</li><li>Analyzes utility vendor rate plan proposals submitted to the Massachusetts Department of Public Utilities to determine impacts to EnergyCAP setup. Recommends and implements changes to EnergyCAP setup to accommodate new rate plans and billable charge types.</li><li>Coordinates with other Harvard units, particularly Environmental Health &amp; Safety and the Office for Sustainability, to provide them with the utility usage data they need to fulfill their mission and to satisfy government reporting requirements.</li><li>Oversees and advises other billing team members as needed regarding use of EnergyCAP and associated tools, utility industry terminology and practices, and department processes. Participates in department cross-training to provide backup for all support staff functions in E&amp;U.</li><li>Successfully identifies, analyzes, and solves problems in a positive manner; willingly shares knowledge so that others may be cross trained; addresses problem issues head-on in a proactive manner. All communications and support must be done in a professional manner.</li><li>Participates in the establishment and implementation of office policies and procedures required to meet departmental goals. This includes the review of existing processes and procedures, and the development and implementation of new processes and procedures. Provide records management functions on a variety of documents.</li><li>&nbsp;All functions to be performed in full compliance with established policies and procedures and all work in an efficient and accurate manner such that the task is accomplished in the specified time frame and with the desired outcome/result.</li><li>May participate and/or serve on Campus Services committees and task forces.</li><li>Performs related job duties or other assignments as required or directed.</li></ul><p><strong>Working Conditions: </strong></p><ul><li>This is an on-campus position (not hybrid or remote) based in Cambridge, Massachusetts. &nbsp;Work location is responsive and subject to change based on business needs.</li><li><em>Emergency Designation:&nbsp;</em>Critical Personnel (Note: Under certain circumstances, as determined by Campus Services management, required to provide on-site support during emergency situations.)</li></ul><br>Qualifications<br><p><strong>Basic Qualifications: </strong></p><ul><li>Minimum 3 years of experience in utility administration required; relevant training or a related college degree may be considered as a substitute for experience. &nbsp;</li><li>At least 3 years of office or administrative experience required.&nbsp;</li><li>Demonstrated, in-depth proficiency with databases, spreadsheets, and Microsoft Office applications.</li></ul><p><strong>Additional Qualifications and Skills: </strong></p><ul><li>Must have excellent communication (verbal and written) and interpersonal skills and the ability to work effectively and independently in a fast-paced environment. &nbsp;</li><li>Must be able to manage multiple responsibilities, set priorities, take initiative, and meet deadlines.&nbsp;</li><li>Must be detail oriented and have the ability to complete tasks accurately. &nbsp;</li><li>Previous customer service experience preferably.</li></ul><br>Additional Information<br><ul><li><strong>Standard Hours/Schedule: </strong>40 hours per week</li><li><strong>Visa Sponsorship Information: </strong>Harvard University is unable to provide visa sponsorship for this position</li><li><strong>Pre-Employment Screening: </strong>Identity, Criminal</li><li><strong>Other Information: </strong><p>The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up-to-date on CDC-recommended vaccines.</p></li></ul><p><strong>Work Format Details</strong></p><p>This position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;</p>
<p><strong>Salary Grade and Ranges</strong></p><p>This position is salary grade level 056. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;</p>
<p><strong>Benefits</strong></p><p>Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;</p><ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul><p>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;</p>
<p><strong>EEO/Non-Discrimination Commitment Statement</strong></p><p>Harvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.</p><p>Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.</p>

Harvard University FAS Human Resources

Utility Coordinator

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX! <h3><strong>The Role</strong></h3> The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul> <h3><strong>The Team</strong></h3> The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features. <h3><strong>COVID Work Policy</strong></h3> Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. <h3><strong>Dynamic Working – Post Pandemic</strong></h3> Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.<br> Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Fidelity TalentSource

Brokerage Operations Representative

<h3>Job Description:</h3><h3>The Role</h3><p>Become a Security Representative at Fidelity Investments and join a team that values safety, collaboration, and top-notch performance! This outstanding opportunity enables you to work in a dynamic setting where your skills and devotion will help uphold a secure and inviting environment for all. As a Security Representative, you will have a pivotal role in delivering top-tier customer service and security operations that showcase our dedication to outstanding performance. You will be required to work 12-hour rotating shifts including days, nights, weekends and holidays to meet business needs.</p><h3>The Expertise and Skills You Bring</h3><p>As a Security Representative, you will be given various tasks to guarantee the safety and security of our facilities, associates, and visitors. Your responsibilities will be diverse and pivotal in ensuring the safety and security of our facilities, associates, and visitors. They include Performing first-responder rescue activities in medical or facility emergency situations, acting as the primary decision maker or incident commander as needed.</p><ul><li>Applying life safety equipment like fire extinguishers, first aid supplies, and radios.</li><li>Demonstrating a composed and thoughtful attitude in high-pressure situations, while also being capable of prolonged periods of walking or standing in one place.</li><li>Greeting visitors and associates, ensuring a professional appearance and demeanor while following security protocols.</li><li>Facilitating access control, life safety solutions, and proactive incident management and mitigation.</li><li>Delivering customer-centric experiences when interacting with visitors, vendors, associates, and customers, ensuring compliance with company standards and policies.</li><li>Taking the initiative to conduct inspections, assessments, and reviews to guarantee the functionality of security and life safety equipment.</li><li>Providing direct and ongoing support to associates and guests requiring accommodations or experiencing external threats impacting workspace safety.</li><li>Monitoring threat intelligence and understanding how internal and external risk environments impact site security procedures.</li></ul><p>To succeed in this role, you should meet the following qualifications:</p><ul><li>A Bachelor's degree or equivalent experience is strongly preferred, though equivalent life/work experience (such as military service) will be considered.</li><li>1-3 years of prior experience in security, customer service, or hospitality.</li><li>Familiarity with current security technology and systems, with basic computer proficiency.</li><li>Understanding of physical security principles.</li><li>Ability to build and maintain relationships in a business setting.</li><li>Diligent, capable of adhering to standard operating procedures.</li><li>Demonstrated ability to exercise good judgment under ambiguous circumstances.</li><li>Ability to function autonomously and collaboratively within a team setting.</li><li>Proficiency in common computer software and the capability to acquire knowledge of specialized programs/applications.</li><li>Conducting focused patrols on foot or by vehicle within assigned areas of responsibility.</li><li>Conducting regular inspections, audits, and reviews to verify the functionality of security equipment and the safety of workspaces.</li><li>Applying electronic and mechanical devices to monitor, record, and report abnormal conditions.</li><li>Producing accurate reports and records of activity and incidents.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>The Team</h3><p>The Fidelity Security Team is a part of Global Security and Investigations (GSI) that works around the clock to keep Fidelity associates, customers, and assets safe, through security, intelligence, safety, and business continuity operations. Global Security Operations provides physical and technical security services to Fidelity associates, customers, and assets in the Boston region. Our security representatives are highly trained to respond to safety/security related concerns and monitor state-of-the art security systems.</p><p>#globalsecurity</p><h3>Certifications:</h3><h3>Category:</h3>Security<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>

Fidelity Investments

Security Representative

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

Financial Consultant - Sunnyvale, CA

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p><strong>The <strong>Expertise</strong> We’re Looking For</strong></p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p><strong>The <strong>Purpose</strong> of Your Role</strong></p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p><strong>How Your Work <strong>Impacts</strong> the Organization</strong></p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $106,500 - $171,500 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 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Upper East Side, NY

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about using data to drive strategic decisions and transform customer experiences? Do you thrive on uncovering insights by connecting the dots across diverse datasets customer behaviors, transactional history, digital interactions, call transcripts, and financial metrics?</p><p>If so, we invite you to join our forward-thinking team at Fidelity and make a real-world impact for over 40 million individual investors</p><p><strong>The Expertise and Skills You Bring</strong></p><p><strong>Customer Experience Storytelling</strong></p><p>Over 5 years of proven experience in analytics, insights, and experimentation, with a strong ability to translate complex data into clear, strategic narratives. Skilled at identifying customer pain points and success drivers, enabling leadership to uncover anti-digital friction and prioritize initiatives that enhance satisfaction, loyalty, and overall business performance.</p><p><strong>Analytical Versatility &amp; Technical Fluency</strong></p><p>10 + years of experience and deep expertise in SQL, Python, R, and data visualization tools (Tableau, Power BI, Qlik), with experience in big data platforms like Snowflake and Athena.</p><p><strong>Strategic Insight &amp; Hypothesis-Driven Thinking</strong></p><p>You translate complex business questions into testable hypotheses and validate them through experimentation and data analysis, driving strategic decisions and customer-centric outcomes.</p><p><strong>Clear, Actionable Communication</strong></p><p>You deliver insights in a simple, clear, and actionable way to partners across all levels, bridging the gap between technical depth and business relevance.</p><p><strong>Cross-Functional Collaboration</strong></p><p>You thrive in agile, interdisciplinary teams, partnering across analytics, engineering, marketing, and product to deliver multidisciplinary solutions that benefit Fidelity and its customers.</p><p><strong>Digital &amp; Behavioral Analytics</strong></p><p>You have experience with digital analytics tools (e.g., Adobe Analytics) and customer sentiment analysis, enabling a nuanced understanding of customer behavior across channels.</p><p><strong>Business Insight &amp; Use Case Focus</strong></p><p>You consistently maximize analytical expertise to address real-world business challenges and bring deep expertise in crafting and performing A/B tests. Develop robust measurement strategies to evaluate business impact. Experience in Business Transformation Consulting is a strong plus.</p><p><strong>Continuous Learning &amp; Intellectual Curiosity</strong></p><p>You demonstrate a growth mindset, staying abreast of innovations in analytics, data science, and machine learning, and proactively expanding your capabilities.</p><p><strong>Leadership Without Authority</strong></p><p>You shape results and unite collaborators from various teams, even while in an individual contributor position showcasing Fidelity’s values of leaders who serve and collective achievement.</p><p><strong>Educational Foundation</strong></p><p>Bachelor’s degree or equivalent experience in a quantitative or technical field (e.g., Data Analytics, Economics, Statistics, Finance); MBA or MS degree is considered advantageous.</p><p><strong>The Team</strong></p><p>We are searching for an innovative and team-oriented analytics expert to spearhead data-driven projects that influence business strategy, eliminate customer obstacles, and improve the customer experience. In this Individual Contributor role, you’ll be an indispensable member of the AACI team, embedded within Fidelity’s Brokerage business unit.</p><p>You’ll work alongside an agile, interdisciplinary team with expertise across analytics, engineering, data science, marketing, and product development—driving experimentation and personalization across the Fidelity experience.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<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>

Director, Advanced Data Analytics and Insights

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about shaping the future of brokerage products in a rapidly evolving financial landscape? Fidelity is seeking a strategic and dynamic Director of Equity &amp; Fund Product Strategy to lead the business development and support of new and existing product initiatives to drive customer value, business outcomes, and brokerage innovation. This role offers a unique opportunity to influence the direction of our equity and fund product offerings, collaborate across business units, and engage directly with senior leaders, clients, and industry partners. If you're a forward-thinking leader with a deep understanding of market dynamics and a talent for translating insights into actionable strategy, we want to hear from you.</p><ul><li>Lead the development and execution of the equity product roadmap, aligning with client needs, market trends, and business priorities.</li><li>Drive cross-functional alignment and readiness for product deployment, including go-to-market strategy, pricing, and value proposition development.</li><li>Serve as a subject matter expert for equity markets and related financial instruments i.e. ETFs, providing insights to delivery teams and shaping digital and live channel experiences.</li><li>Represent Fidelity in market-facing engagements, offering thought leadership and strategic commentary to clients, prospects, and internal stakeholders.</li><li>Monitor and communicate regulatory, legislative, and competitive trends, ensuring the product strategy remains compliant yet innovative and forward-looking.</li><li>Build and maintain strategic partnerships with vendors and cross-enterprise business units to enhance product capabilities and reach.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>The ideal candidate should possess strong analytical skills, a start-up mind-set, and a track record of aligning cross-functional teams. Exceptional communication and stakeholder management is essential, along with a client-centric mindset and the ability to influence across business units and external partners.</p><ul><li>Must be proactive, self-motivated, and excel navigating unclear or evolving situations</li><li>Must be an innovative thinker who can turn ideas into high value outcomes</li><li>Committed to furthering business and technical acumen</li><li>5+ years of financial services experience</li><li>3+ years of equity markets or relevant brokerage experience</li><li>Bachelor’s degree required</li><li>Series 7 preferred</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3><p><strong>The Team</strong></p><p>The Brokerage Product Strategy team is a dynamic, growth-focused group within the commercialization function. We are dedicated to identifying strategic opportunities that drive innovation and expand the brokerage business’s impact. Collaborating closely with our Self-directed segment team, our team ensures that clients have access to the right products and tools to achieve their investment goals. We also play a critical role in maintaining Fidelity’s competitive edge by enhancing existing products and developing new solutions that meet evolving market needs.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Director, Brokerage Product Strategy

<h3>Job Description:</h3><h3><strong>Candidate will need to live in the Los Angeles/Orange County, CA area in order to be on local client campuses 2-3 times each week.</strong></h3><p>Put your expertise in retirement planning to work every day</p><p>The <strong>Expertise</strong> We’re Looking For</p><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><li><strong>Fluent in both English &amp; Spanish in order to have financial planning &amp; guidance conversations with plan participants in both languages </strong></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement 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.</p><p>The <strong>Skills</strong> You Bring</p><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><p>The <strong>Value</strong> You Deliver</p><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><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The 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.</p>The base salary range for this position is $78,000 - $115,000 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>Sales

Workplace Financial Consultant - Los Angeles/Orange County, CA (Bilingual - English & Spanish)

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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

1,059 Project Management / Professional Services Jobs