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<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>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>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 per year. 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 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant - Santa Monica, CA

<h3>Job Description:</h3><h3>Health &amp; Welfare – Health Care Program Manager</h3>The Health &amp; Welfare Health Care Program Manager will utilize their project and program management, consulting, analysis, and domain skills to provide the best outcomes for our client, their participants, and Fidelity.The Expertise We’re Looking For<ul><li>Bachelor’s degree or equivalent years of industry experience</li><li>5-8 years of Health and Welfare benefits service experience</li><li>5+ years of professional experience (and demonstrated competence, depth, and breadth)</li><li>Prior H&amp;W client implementation and\or platform migration experience</li><li>Prior program management experience</li><li>Experience in Agile preferred, but not required</li><li>Proficient with Microsoft Office applications</li></ul>The Purpose of Your RoleThe Health &amp; Welfare Health Care Program Management is a key member of the Health &amp; Welfare (HW) Implementations and Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape. The Skills You Bring<ul><li>Ability to independently manage one’s own workload</li><li>Regulatory and legislative knowledge in aligned service area</li><li>Understanding of benefits administration systems</li><li>Demonstrates excellent communication skills (written and verbal)</li><li>Ability to conduct detailed analysis and document findings</li><li>Procedure execution and process improvement</li><li>Quality-first mindset</li></ul>The Value You Deliver<ul><li>Develop project plan to facilitate migration from one administrative platform to another</li><li>Adhere to project and program management standards</li><li>Supporting all project roles</li><li>Interface and integrate with Product Roadmap liaisons to promote system and tool updates</li><li>Ability to leverage online workflow tracking tools, including Monday.com and JIRA is a plus</li><li>Design and implement project strategy including risk tracking, status tracking, milestones and deliverables</li><li>Partnering with the Director Client Consultant and all other work-stream leads to meet project deliverables</li></ul>How Your Work Impacts the Organization Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals. <h3>Certifications:</h3><h3>Category:</h3>Client 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.

Director, Health Care Program Management

<h3>Job Description:</h3>The RoleWe have an exciting sales opportunity in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.The Expertise and the Skills You Bring <ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>2-3 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Your outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Your excellent interpersonal skills that translate into a positive client experience</li><li>Your passion for sales and the ability to uncover and qualify new opportunities</li><li>Your commitment to constant self-improvement and exhibit a competitive drive</li><li>Your ability to thrive in our fast paced environment and enjoy being part of a strong team</li><li>Your high aptitude to learn new things quickly and adapt to new situations</li><li>Your effective consultative sales and presentation skills</li><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li></ul>Must be willing to live in WisconsinNote: Fidelity is not providing immigration sponsorship for this positionThe TeamAs a Developmental Regional Director (DREP) your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.The base salary range for this position is $70,000 - $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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Developmental Regional Director (Wisconsin Territory)

<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 63 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 63 - FINRA, Series 65 - 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 - Overland Park, KS

<h3>Job Description:</h3>The RoleThe VP, Tax-Exempt Managing Director role is a great opportunity to provide planning and consulting to Higher Education, HealthCare and non-profit organizations to improve the value of their benefits programs and ensure their satisfaction with Fidelity!The Managing Director in TEM builds, maintains and develops strong and committed client relationships with key decision makers, influencers and C-suite committee members. The Book of business will be comprised of 12-15 clients in the Northeast region with a general asset size of $100-$500M. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.The Managing Director will be working from home and needs to be comfortable or have had experience working remotely/ independently from a personal home-based office ideally in MA, RI, CT or NH.The Expertise and Skills You BringLicensing and Experience<ul><li>Bachelor's Degree with 15+ years overall work experience and 5+ years of Participant or Client Service experience, preferably within the retirement industry.</li><li>We require associates in this role to have their Series 7 &amp; 63 licenses.</li><li>Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful but not required.</li></ul>Key responsibilities<ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan for maintenance or improvement.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to influence and impact client satisfaction.</li><li>Takes responsibility for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer issues, fund changes, revenue requirements, pricing, Fidelity thought leadership, plan analytics, etc.</li><li>Builds productive long-term relationships with consultants and/or advisors in partnership with Consultant Relations.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency, and problem resolution. Leads internal team in problem resolution.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamOur team works with Tax-Exempt organizations to promote better outcomes for their employees. This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with internal teams and partnering with the Plan Sponsors, the VP helps our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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<h3>Category:</h3>Relationship Management

VP, Managing Director,  Tax - Exempt Market- Northeastern US- REMOTE

<h3>Job Description:</h3>The RoleThe Wealth Advisory Key Account Manager is responsible for working with Sales and Relationship Management to grow and evolve advisory business for Broker/Dealers, Banks, and RIAs. In this role you will provide dedicated managed account platform expertise to our intermediary clients and will be responsible for driving advisory platform adoption across our customer base. Key activities include:<ul><li>Operational support &amp; coordination: maintain account plans, facilitate contract agreement execution, coordinate Quarterly Business Reviews (QBRs) with top tier clients, participate in RFPs/RFIs, conduct data analysis to inform sales pricing proposals and transition plans, coordinate new client onboarding with internal stakeholders</li><li>Executional enablement: support VPs by preparing materials, tracking progress, and ensuring smooth execution of deployment and engagement plans</li><li>Client experience support: assist in resolving client inquiries and ensuring consistent communication and follow-up</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree required; MBA preferred</li><li>Financial intermediary channel experience preferred (Banks, Broker/Dealers, RIAs)</li><li>Passionate about wealth management, advisory platforms, and investment solutions offered by Fidelity and across industry</li><li>You deliver value to our customers seeking consultation on industry leading advisory platform/product capabilities from Fidelity</li><li>Familiarity with clearing and custody services</li><li>Minimum five years experience working with institutional wealth management clients</li><li>Series 7, 63, 65/66 required</li><li>Willing to travel 25-40%</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamOur team is well versed in understanding the trends, opportunities and challenges facing Fidelity Institutional clients, as well as designing and articulating how our fee-based advisory capabilities can help firms evolve their businesses and thrive through transformational change.We actively engage with clients and prospects to ensure the awareness and adoption of our various Wealth Advisory solutions to help them achieve their business growth, productivity and client satisfaction goals. We also play a key role in both communicating the FI Wealth Advisory Solutions vision and roadmap, as well as making sure Fidelity Institutional initiatives are aligned with our clients and prospective clients’ business needs and priorities.The base salary range for this position is $100,000 - $160,000 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 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

FMAX Key Account Manager

<h3>Job Description:</h3><h3>Compliance Director, Cash Management and Payments</h3><h3>The Role</h3><h3>The Compliance Director position is a role within the Wealth and Brokerage (W&amp;B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to the Fidelity Brokerage Services (FBS) broker-dealer. This role may support a diverse variety of products and service initiatives; however, it will largely be focused on payment capabilities and cash management features.</h3><h3>The Expertise and Skills You Bring</h3><ul><li><h3>Prior experience with payment capabilities and cash management features, such as debit cards and credit cards and the related regulations is strictly required.</h3></li><li>Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings.</li><li>Familiar with and developed a payment/debit card program with a focus on policies and procedures.</li><li>Experience in a distributed model with multiple vendors and corporate legal entities involved in the end-to-end payments process and BIN sponsorship agreements.</li><li>BA/BS degree required, JD, MBA, or advanced business degree a plus.</li><li>10+ years of financial services experience.</li><li>5 years in a compliance, risk, or legal role in financial services with an understanding of multiple regulatory rules and requirements (e.g. FINRA, MSRB, SEC, FRB, banking regulations, and state securities laws, etc.).</li><li>Strong ability to work and thrive in a fast-paced matrixed framework.</li><li>Strong self-starter, collaborator, relationship builder, and strategic problem solver.</li><li>Sophisticated ability to understand, research and analyze complex financial, legal, operational, and regulatory requirements.</li><li>Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.</li><li>Sophisticated presentation skills and an effective communicator; you are skilled at interactions with employees at all levels.</li><li>Strong writing skills, with an ability to make complex topics understandable.</li><li>Influence key decision makers through a combination of knowledge, reasoning, and relationships.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position <h3>The Team</h3>The W&amp;B Compliance team provides compliance support to teams supporting a wide array of investors with services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs. As a key member of the team, you will provide consultation and advice on broker-dealer products and services offerings to help the business achieve regulatory compliance. While the areas of product and service support may vary and evolve over time, this specific role will largely be focused on supporting the firm’s payment capabilities and cash management features. You will design and develop compliance solutions and controls and document policies and procedures to mitigate risk to the broker-dealer.The base salary range for this position is $103,000-211,000 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>Compliance

Compliance Director, Cash Management and Payments

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.Claims Learning and Development Consultant Please note that we do not offer visa sponsorship for this position.Summary The Claims Learning and Development Consultant plays a critical role in designing, developing, and delivering impactful learning programs that build the knowledge, skills, and effectiveness of the Claims organization. This role combines instructional design expertise with facilitation skills to create engaging, learner-centered experiences for both new and tenured Claims associates. Partnering closely with Claims leadership, subject matter experts, and cross-functional partners, the consultant ensures that all learning initiatives align with operational goals, regulatory requirements, and industry standards. The ideal candidate is a strategic thinker, a creative problem solver, and a passionate advocate for continuous learning and professional growth. Essential Duties and Responsibilities<ul><li>Design, develop, and deliver high-impact learning programs that support Claims onboarding, skill development, and continuous professional growth. </li></ul><ul><li>Apply adult learning principles to create engaging instructional content across classroom, virtual, and eLearning formats. </li></ul><ul><li>Collaborate with Claims leadership, subject matter experts, and cross-functional partners to identify learning needs and translate complex processes into actionable, accessible training materials. </li></ul><ul><li>Manage the full curriculum lifecycle: planning, design, delivery, and evaluation, ensuring alignment with business priorities and compliance standards. </li></ul><ul><li>Facilitate interactive learning sessions using varied instructional methods such as simulations, role-playing, and case studies to reinforce real-world application. </li></ul><ul><li>Evaluate learning effectiveness through performance data, assessments, and feedback, using insights to improve content and outcomes. </li></ul><ul><li>Utilize learning management systems (LMS), authoring tools, and modern learning technologies to develop, deploy, and track content and learner progress. </li></ul><ul><li>Partner with Claims leaders to support job related employee development, coaching, and performance improvement. </li></ul><ul><li>Maintain awareness of industry trends, best practices, and emerging technologies to ensure programs remain innovative and relevant. </li></ul><ul><li>Foster a collaborative, inclusive, and supportive learning environment that reflects NLG’s values and commitment to professional growth. </li></ul>Minimum Qualifications<ul><li>Bachelor’s degree in Organizational Development, Human Resources, Education, or a related field; or equivalent work experience. </li></ul><ul><li>5+ years of experience in Learning and Development, Instructional Design, or Organizational Training, preferably within insurance, financial services, or operations. </li></ul><ul><li>Knowledge of life insurance and/or annuity products is required. </li></ul><ul><li>Demonstrated experience designing and facilitating training for diverse audiences. </li></ul><ul><li>Proven ability to translate complex information into clear, learner-focused content. </li></ul><ul><li>Proficiency with modern learning technologies, LMS platforms, and eLearning authoring tools. </li></ul><ul><li>Strong project management and organizational skills with the ability to balance multiple priorities. </li></ul><ul><li>Adaptable, curious, and committed to continuous learning and improvement in a fast-paced environment. </li></ul><ul><li>Must pass a background check. </li></ul>Preferred Qualifications <ul><li>5+ years of life, disability, long-term care, or annuity claims handling experience. </li></ul><ul><li>Experience facilitating and designing training in an Operations or Claims environment. </li></ul><ul><li>Professional certification in Learning &amp; Development (e.g., CPTD, APTD) or equivalent designation. </li></ul>Benefits<ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the <a href="https://www.nationallife.com/docs/digital/nl-people-center/Benefits.html" target="_blank">BENEFITS of a Career at National Life</a>! </li></ul>Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.Salary Pay Range$93,750—$137,500 USDNational Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.<a href="https://www.nationallife.com/Social-Media-Policy" target="_blank">Social Media Policy</a><a href="https://www.nationallife.com/Privacy-Legal-Information" target="_blank">Site Disclosure and Privacy Policy</a>National Life Group1 National Life DrMontpelier, VT 05604

National Life Group

Claims Learning and Development Consultant  

Take your career further with McLane! McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. The Operations Manager is responsible for ensuring the smooth operation of the Distribution/Warehousing Department by providing 24-hour coverage and supervision of all warehouse Supervisors and functional processes. This role requires strong leadership, accountability, and a commitment to process adherence and continuous improvement. The manager will maintain a properly staffed and trained team that supports warehousing operations while delivering the highest levels of logistics support. Benefits you can count on: <ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance</li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as an Operations Manager: <ul><li>Lead and Inspire: Demonstrate strong leadership by setting clear expectations, modeling desired behaviors, and fostering a culture of trust, collaboration, and continuous improvement.</li><li>Accountability: Hold self and others accountable for achieving operational goals, adhering to company policies, and maintaining compliance with safety and quality standards.</li><li>Process Monitoring: Ensure strict adherence to established SOPs and safety regulations across all warehouse functions.</li><li>Process Improvement: Identify inefficiencies, implement corrective actions, and drive initiatives that enhance productivity and reduce costs.</li><li>Direct and motivate teammates to achieve departmental objectives.</li><li>Coordinate investigations of injuries, accidents, and unsafe conditions using company safety standards.</li><li>Maintain a safe facility, including sanitation programs in compliance with company and governmental standards.</li><li>Prepare, manage, and benchmark Distribution Center profit and loss statements.</li><li>Facilitate communication between management and teammates to ensure alignment.</li><li>Provide training to maintain an efficient and knowledgeable workforce.</li><li>Assign accountability for tracking and identifying trends in key performance indicators.</li><li>Plan, assign, and direct work; address complaints and resolve problems.</li><li>Communicate effectively with company and vendor staff to ensure operational standards are met.</li><li>Work independently and collaboratively in a fast-paced environment.</li></ul> Qualifications you'll bring as an Operations Manager: <ul><li>Bachelor's degree in Business or a related field (or equivalent McLane experience).</li><li>Minimum of 4 years in distribution management and inbound warehousing, preferably in the grocery industry.</li><li>Proven leadership experience with a background in hiring, training, motivating, and assessing employee performance.</li><li>Strong accountability mindset with demonstrated ability to enforce standards and deliver results.</li><li>Proficient in Excel, Microsoft Word, and Access PC programs.</li><li>Ability to analyze processes, identify inefficiencies, and implement improvements.</li><li>Excellent communication skills for reporting, presenting, and influencing stakeholders.</li><li>Ability to interpret financial statements and understand cost implications.</li><li>Strong organizational skills and ability to manage multiple priorities in a fast-paced environment. Additional Leadership Attributes</li><li>Visionary thinking with the ability to inspire and align teams toward common goals.</li><li>Skilled in coaching and developing talent to build high-performing teams.</li><li>Commitment to ethical decision-making and integrity in all actions.</li><li>Ability to lead change initiatives and foster a culture of continuous improvement.</li></ul> Working Conditions Work occurs in both office and warehouse environments. Ability to work in warm and cold temperatures (38°F to 110°F; freezer at -10°F). Ability to stand, walk, bend, stoop, push, pull, grasp, and reach overhead as needed. Must be able to work long hours and weekends as required by business demands. Fit the following? We want you here! <ul><li>Teamwork oriented</li><li>Organized</li><li>Problem solver</li><li>Detailed Our roadmap. Our story. </li></ul> We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Manager, Operations

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. Under limited supervision, the Customer Service Representative II handles non-routine customers and issues while achieving customer satisfaction by providing accurate, timely, and consistent information and solutions. This position provides a reliable communication network for customers resulting in strong business relationships. Benefits you can count on: <ul><li>Pay rate: $X.XX to $X.XX per hour. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Customer Service Representative II: <ul><li>Monitor customer reporting; communicate critical issues. </li><li>Research and respond to customer inquiries. </li><li>Maintain customer files to ensure up to date information. </li><li>Manage customer requests for assistance, information, and issue resolution. </li><li>Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met. </li><li>Maintain regular communication with decision makers within customer organizations. </li><li>Train customers on various business applications to maximize company value to the organization. </li><li>Analyze and respond to various customer requests involving store level and group level information. </li><li>Respond to various customer requests and needs. </li><li>Answer inquiries by phone, email, and internet response. </li><li>Perform other duties as needed or assigned by supervisor. </li><li>Other duties may be assigned. </li></ul> Qualifications you'll bring as a Customer Service Representative II: <ul><li>High School Diploma or GED. </li><li>2 or more years of customer service experience. </li><li>Ability to type 45 wpm and perform 10-key by touch. </li><li>Strong verbal and written communication skills, and organization and planning skills. </li><li>Knowledge and experience with all Microsoft office applications. </li><li>Ability to prioritize pending tasks in a logical manner. </li><li>Ability to learn quickly, retain information and meet deadlines. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

861 Project Management / Professional Services Jobs