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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Director, Digital Asset Strategist at Fidelity Digital Asset Management (FDAM) will be focused on establishing and building relationships across the crypto-native ecosystem, opening new distribution opportunities for FDAM solutions in tokenized investment products. This role requires a highly skilled leader with a passion for digital assets, markets, and financial services products to contribute to our strategic vision and driving business growth.</p><p>Key focus areas include the following:</p><ul><li><p>Tokenized Product Distribution: Expanding client presence worldwide by filling near and long-term pipeline, onboarding and funding new clients, developing comprehensive strategy.</p></li><li><p>Digital Asset Ecosystem Relationship Management: build strategic relationships with digital asset and tokenization market participants at the C-suite/leadership level. Develop cases and cultivate positive relationships across the blockchain ecosystem, representing Fidelity’s interests and objectives.</p></li><li><p>Product Development Feedback: Provide market and client feedback to advise product design and structure. Identifying new use cases for tokenization and developing unique value propositions for clients. Collaborate and influence internal business partners to facilitate product feature and solution building to enhance user experience and satisfaction.</p></li><li><p>Thought Leadership: Collaborating with investment, research, risk, data science, and marketing in creating and enhancing investment content and thought leadership for product positioning.</p></li></ul><p><strong>The</strong> <strong>Expertise</strong> <strong>and</strong> <strong>Skills</strong> <strong>You</strong> <strong>Bring</strong></p><ul><li><p>6+ years of client-facing experience with an understanding of various investment product structures including registered funds and private funds.</p></li><li><p>Minimum of 3 years of full-time experience in digital assets with a solid understanding of market trends, competitive landscape, innovations and regulatory considerations that could impact digital assets.</p></li><li><p>Deep knowledge of asset tokenization, smart contracts, and blockchain ecosystems.</p></li><li><p>Ability to grow existing relationships and establish new ones creatively with emerging client segments and dynamic regulatory environment with changing competitor base.</p></li><li><p>Track record of collaborating across business units to achieve goals.</p></li><li><p>Exceptionally strong interpersonal skills in managing internal and external relationships in a proactive, energetic and customer-obsessed way.</p></li><li><p>Highly effective communicator with excellent writing and presentation skills.</p></li><li><p>Strong educational credentials: CFA, MBA, or graduate degree or equivalent experience is preferred.</p></li><li><p>Series 7 &amp; 63 licenses (can be obtained while in role)</p></li></ul><p><strong>The</strong> <strong>Team</strong></p><p>Fidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients.</p><p>The Digital Asset Strategist team drives business growth across a variety of critical areas of the Fidelity Digital Asset Management (FDAM) business and expands the institutional adoption of FDAM solutions delivered through traditional vehicles (i.e., ETPs) as well as a tokenized structure.</p>The base salary range for this position is $95,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Director, Digital Asset Strategist, Tokenization Ecosystem

<h3></h3><h3>Job Description:</h3><p><strong>Sr. Associate, Corporate Development</strong></p><p><strong>The Role</strong><br>Reporting to the Senior Vice President, Corporate Development, the Senior Associate will support the Corporate Development team and business partners in the valuation and due diligence process of potential acquisitions and strategic investments. Additionally, this role will be responsible for assisting the team with originating new opportunities that are strategically aligned with our business and with strategic evaluations of core and non-core businesses. Other responsibilities include staying current on industry trends and monitoring strategic moves of top competitors/industry leaders as well as researching current and future trends in the financial services industry.<br> </p><p><strong>The Expertise &amp; Skills You Bring</strong></p><ul><li>4+ years of experience in Corporate Development, Private Equity, Investment Banking, or Venture Capital preferred</li><li>Advanced financial modeling and valuation skills with expertise in constructing complex models are required</li><li>Strategic mindset and strong business acumen to evaluate potential acquisitions, investments, partnerships, etc.</li><li>Excellent research and communication skills - the ability to gather, synthesize, and clearly communicate executive-level materials on companies, products, and industries</li><li>Superior organizational and process/project management skills. Demonstrated ability to coordinate cross-functional work teams</li><li>Results-oriented, versatile and self-motivated</li><li>Financial Service industry experience is preferred<br> </li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong><br> </p><p><strong>The Team</strong><br>Fidelity Corporate Development Group is a multidisciplinary team that works closely with all Fidelity's Business Units and levels of the organization to evaluate strategic opportunities. These opportunities include potential investments, acquisitions, divestitures, partnerships, and strategic alliances, as well as business unit evaluations and reviews.</p>The base salary range for this position is $89,000-180,000 USD 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>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>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><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><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Consulting

Senior Associate, Corporate Development

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

Planning Consultant - Rockville, MD

<h3>Job Description:</h3><p><strong>Compliance Director</strong></p><p><strong>The Role</strong></p><ul><li>Independently responding to regulatory inquiries accurately and in a timely manner</li><li>Leading regulatory examinations in person or remotely.</li><li>Drafting timely, detailed, and accurate written communications to industry regulators</li><li>Sharing knowledge of securities markets and associated regulations</li><li>Conduct detailed research and collaborate with business partners, compliance peers, and Legal</li><li>Identifying core regulatory and compliance issues in a trading environment</li><li>Evaluating regulatory inquiries, complaints, and filings for compliance issues or other potential risk exposure to the Firm, driving remediation efforts as needed, and determining whether to raise to management, the Firm’s legal department, or other business partners.</li></ul><p>The Expertise and Skills You Bring</p><ul><li>Bachelor’s Degree required, JD or MBA or advanced business degree preferred</li><li>10+ years of financial services experience</li><li>Securities industry or regulatory experience preferred</li><li>Product knowledge to include operations, equities and fixed income sales and trading</li><li>Your comprehensive understanding of securities markets, the brokerage business and applicable securities rules and regulations.</li><li>You can draft responses to regulatory inquiries, certain disciplinary actions and exam findings</li><li>You are proficient in Microsoft Excel</li><li>You are able to partner with the legal department concerning litigation, regulatory investigations and regulatory filings</li><li>You are effective when communicating with regulators and internal business partners</li><li>You thrive in a deadline driven, fast-paced environment</li><li>You are able to independently identity, analyze and resolve problems</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>As a Compliance Director in Regulatory Management, you will have direct contact with the SEC, FINRA and other regulators on behalf of Fidelity Institutional (FI), with particular emphasis on complex matters involving sales, regulatory reporting, and trading matters. You will be responsible for responding to regulatory inquiries and handling examinations related to Clearing, Custody, and Capital Markets. Other businesses you will support include Operations &amp; Services group functions and enterprise-wide policies and functions impacting FI. We work to optimally be a phenomenal partner with regulators and work with integrity to protect Fidelity’s reputation!</p>The base salary range for this position is $103,000-211,000 USD 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>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>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><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><h3>Certifications:</h3><h3>Category:</h3>Compliance

Compliance Director

<p><strong>Title:</strong> Tutor Coordinator, Mathematics</p>
<p><strong>POSITION SUMMARY</strong><br>The Tutor Coordinator is responsible for delivering academic support to students enrolled in a range of Mathematics courses through traditional tutoring and structured weekly math skills sessions. This role collaborates closely with faculty, part-time tutors, and the Learning Center Coordinator to enhance student learning and success in Mathematics. Tutoring will be provided in both in-person and virtual formats, serving students across multiple campuses.</p>
<p><strong>ESSENTIAL JOB FUNCTIONS/JOB DUTIES AND RESPONSIBILITIES</strong><br>Facilitate the learning process for students seeking additional academic support outside of the classroom.<br>Work in both one-on-one and small group settings on Mathematics course materials.<br>Collaborate with Mathematics faculty course leads to design weekly math skills sessions that pair with content covered in the classroom.</p>
<p>Design academic skills workshops, including time management and study skills, targeted for students enrolled in STEM courses. Assist the Learning Center Coordinator in designing training for part-time tutoring staff based on faculty needs, student feedback, and best practices for STEM tutoring. Record tutoring visit data in a timely, accurate, and consistent manner. Promote tutoring services by visiting classes, being embedded in course shells, or attending resource fairs. Maintain knowledge of course schedules for both 7-week and 15-week Mathematics courses.</p>
<p><strong>REQUIRED QUALIFICATIONS</strong><br>Associate’s degree or higher with at least 15 college credit hours in mathematics.</p>
<p>Must have subject matter expertise (shown by an A or B in the course subject and/or extensive experience) in Statistics and at least one of the following areas:</p>
<p>Algebra<br>Finite Mathematics<br>Precalculus</p>
<p><strong>PREFERRED QUALIFICATIONS</strong><br>Previous tutoring experience</p>
<p>Subject matter expertise in Statistics, Algebra, Finite Mathematics, and Precalculus</p>
<p><strong>KNOWLEDGE, SKILLS AND ABILITIES</strong><br>Experience working with a variety of learning styles. Ability to communicate effectively and work cooperatively with a wide range of faculty, staff, and student population. Proficient in virtual environments such as Zoom or Teams. Proficient in Microsoft Office applications. Ability to work occasional evenings.</p>
<p><strong>Open Until Filled:</strong> Yes</p>
<p><strong>Rate of Pay:</strong> $37,791.00 - $45,357.00 depending on experience</p>
<p><strong>Special Instructions to Applicants:</strong> Unofficial transcripts are acceptable for the application process. Official transcripts are required upon hire. Applicants may be subject to a background check.</p>

Motlow State Community College


      Tutor Coordinator, Mathematics
    

<p>Revere Health’s mission is to put its patients’ health above all else. As the largest independent multi-specialty physician group in Utah, Revere Health focuses on reducing healthcare costs and providing care that improves patient outcomes. In every interaction, whether with patients or colleagues, we strive to adhere to our core values of accountability, collaboration, and excellence. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.</p><p>Position Summary</p><p>As the Cardiology Patient Transition Coordinator, you will play a key role in supporting patients during the transition of our cardiology clinic. This position focuses on providing compassionate, knowledgeable, and efficient assistance to help patients navigate their next steps in care. You will guide patients in identifying appropriate providers within our organization or in the broader community, ensuring continuity of care and a positive patient experience.</p><p>Essential Duties &amp; Responsibilities</p><ul><li>Serve as the primary point of contact for patients seeking cardiology follow-up or continued care.</li><li>Assist patients in understanding their care options, including in-network and external resources.</li><li>Coordinate referrals to other providers, clinics, or health systems based on patient needs and preferences.</li><li>Work closely with internal departments and clinics to ensure smooth handoffs.</li><li>Maintain up-to-date knowledge of available providers and services in the region.</li><li>Ensure timely communication with patients via phone, email, or other communication channels.</li><li>Document all interactions and referral activities in the electronic health record (EHR).</li><li>Address and escalate patient concerns or complex cases to leadership or care coordination teams as appropriate.</li><li>Maintain confidentiality and comply with HIPAA and other relevant regulations.</li></ul><p>Minimum Qualifications</p><ul><li>Knowledge of cardiology terminology, procedures, and common conditions (obtained through experience in a cardiology or healthcare setting).</li><li>Excellent interpersonal and communication skills, with a patient-centered approach.</li><li>Strong organizational skills and attention to detail.</li><li>Proficiency in using electronic health record systems (e.g., Epic, Cerner) and Microsoft Office Suite.</li><li>Ability to work independently and collaboratively in a fast-paced, transitional environment.</li><li>Prior experience in referral coordination, patient navigation, or clinical support roles.</li><li>Experience in working with insurance plans and understanding in-network vs. out-of-network referrals.</li><li>Medical Assistant or similar clinical background (preferred but not required).</li></ul>

Revere Health

Cardiology Patient Transition Coordinator - Full-Time - Provo

<h3>Job Description:</h3><p>You will help address large DB plan sponsor Actuarial and Enterprise and DCNQ needs with our comprehensive solutions. Our strategies include industry leading DB Actuarial, coordinated Investment and supporting Administration Services including DB and DCNQ. The leader will collaborate across organizations to optimize our effort. Large Actuarial relationships represent an attractive long-term growth opportunity for Fidelity. Further, sustaining and continuing to promote Fidelity’s position as the market leader in the DCNQ space is of paramount importance and you will need to apply your sales skills to this domain as well.</p><p><strong>The Team</strong></p><p>The sales leader will work with Fidelity Workplace Consulting, Relationship Management, existing DC client and non-client DB plan sponsors, Sales and Consultant Relations to grow the business. Fidelity’s combination of services represents an outstanding value proposition to plan sponsors in a multifaceted DB and DCNQ markets.</p><p><strong>The Expertise You Have </strong></p><ul><li>Bachelor’s degree</li><li>15+ years WI Sales experience across multiple products, including direct sales through sophisticated deals to large organizations.</li><li>Relationship Management and Sales experience (ideally, both as an individual contributor and leader) with an ability to navigate a matrixed organization, influence business leaders / partners and product development, bringing forward tailored solutions</li><li>Sales discipline and strong pipeline management skills</li><li>Expertise mentoring senior and developmental talent to address business development efforts</li><li> A consultative and strategic sales mindset and a willingness to collaborate across Fidelity Workplace Consulting to leverage strategic approaches with your sales approach</li><li>Working with leadership to drive a multi-year strategy and effort</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Senior institutional sales professional with outstanding prospecting, presentation and closing skills.</li><li>Experience working on sophisticated sales opportunities.</li><li>Crafting and implement processes to ensure accurate CRM data, activity-based coverage,</li><li>Prospecting systems for yourself and others and senior relationships selling strategies.</li><li>Leading cross-functional and organizational sales efforts.</li><li>Thinking creatively and innovatively about sponsor needs, product / service development, coordinated marketing efforts and effective sales positioning / presentations.</li><li> Ability to understand DB and DCNQ products/ technical specifics, including Actuarial, related Investment (LDI, other) and supporting Administrative services.</li><li> Participating as part of multi-product combination sales efforts (DB Actuarial, DB / DC Administration).</li><li>Others respond successful to your influence, mentorship and process design / execution.</li><li>Prospecting and selling skills, instilling confidence and capability in associates without extensive sales strengths or experience.</li><li>Sales discipline and pipeline management skills</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Collaborating with Consultants, Actuaries, Relationship Managers, and other Sales Account Executives to identify viable prospects and build new opportunities;</li><li>Engaging sponsors directly (including activity-based prospecting of external prospects) and close deals.</li><li>Working with Actuarial leads and assigned actuaries to identify and target opportunities.</li><li>Mentoring and developing new business development capabilities, process and organization among Actuaries</li><li>Maintaining detailed understanding of the technical aspects of Defined Benefit Actuarial and positions Fidelity’s product in an effective manner.</li><li>Working with external DB Consultants (including Actuarial SMEs) to promote Fidelity’s capabilities.</li><li>Delivering presentations and materials describing product features, concepts and process in a language that is significant to the client audience.</li><li>Efficiently documents activity and ensures clean and accurate data is collected in CRM to successfully lead sales process.</li></ul>The base salary range for this position is $125,000 - $150,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

VP, Defined Benefit & NQDC Account Executive- Sales

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Business Analyst Consultant on the FIA Data Product and Governance team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on data distribution, aggregation, and analysis for the FIA business. You will play a critical role in helping to analyze report impacts based on source data and format changes and support data governance, quality assurance, and compliance initiatives. You will lean into your growth mindset to stay current with emerging cloud technologies and analytics trends and create dashboards, reports, and visualizations to communicate insights to stakeholders.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 5-8 years of experience</li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Working knowledge on SQL, to perform basic querying and analyzing data (e.g., Oracle, Postgres, Snowflake).</li><li>Knowledge and understanding of reporting and dashboard tools (e.g., PowerBI, Tableau.)</li><li>Foundational understanding of Cloud &amp; related technologies (Cloud Practitioner certification a plus)</li><li>Strong execution background with the ability to multi-task and prioritize for efficiency and business need.</li><li>Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to break a Jira story down into small components, understand the underlying purpose and be able to test.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency. In this role you will partner with a variety of key stakeholders including other Teams withing the Platform Area, Wealth Digital Experience, Fidelity Insurance Agency (FIA), Fidelity Insurance Group (FIG), and Brokerage and enterprise partners.</p><p>Note: Fidelity will not provide immigration sponsorship for this position</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>

Business Analyst Consultant - FIA Data Product & Governance team

<br><b>Commitment to Mission</b><p>This job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position.  A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.</p><p><strong>Cultural Beliefs</strong></p><ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul><p>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.</p><p><i><strong>Lone Star College has been recognized in multiple categories.</strong></i></p><b>Campus Marketing Statement</b><p><strong>Lone Star College-University Park</strong></p><p>Lone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education.<br><br>LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.</p><p>Established in 2012, Lone Star College-University Park has been recognized nationally and internationally for its innovation, as well as its focus on student access and success. Conveniently located off SH 249 in the heart of northwest Houston, Lone Star College-University Park is known as the "community's college," providing students with highly affordable degree and certificate programs that transfer seamlessly to four-year universities or lead to direct employment. Campus facilities include the Center for Science &amp; Innovation, the Energy &amp; Manufacturing Institute, Learning Innovation Labs and the Geology Rock Wall. </p><p>Location address is 20515 SH 249 (TX 249 and Louetta Road), Houston, TX 77070.</p><b>Job Description</b><p>PURPOSE AND SCOPE:</p><p>The PT Coordinator will be responsible for directing campus and community Outreach to enhance awareness of academic, workforce, and support services at respective LSC campus. He or She will collaborate with departments, deans and divisions to facilitate on-campus activities including but not limited to tours, open house, and college/career events. The PT Program Coordinator will build and maintain community partnerships to foster student engagement, and support frequent school partnership events within the service area.</p><p>ESSENTIAL JOB FUNCTIONS:</p><ul><li>Develop and maintain an attendance database to ensure compliance with LSC's policies and procedures</li><li>Manage correspondences which include email, voicemail, etc.</li><li>Maintain compliance reports related to the New Student Orientation Program</li><li>Coordinate and direct large-scale events such as Open House, Senior Connections, etc. with attendance of over 300 attendees. Coordinate College Day Visits and Career Fairs for prospective students</li><li>Manage event/meeting planning, securing venues, catering, and materials preparation</li><li>Assist in developing Marketing tools and materials for student recruitment</li><li>Actively maintain up-to-date knowledge of Orientation and assist with the Student Orientation Program in respective campus</li><li>Assign online orientation sessions, and release orientation holds in accordance with system approved compliance procedures</li><li>Register students for New Student Orientation sessions and for classes</li><li>Create and provide initial and ongoing training of student workers and part time staff for tours and college representation</li><li>Develop and present higher education informational sessions for parents of students at local schools</li><li>Maintain and strengthen outreach collaboration with academic departments and faculty. Represent Outreach and Recruitment at campus and system-wide committees</li><li>Oversee community outreach events. Manage group tours for local area high schools, middle schools, and elementary schools on campus</li><li>Assist in implementing strategic recruiting efforts based on department goals</li><li>Assist in the development and maintenance of the Orientation &amp; Outreach websites</li></ul><p>KNOWLEDGE, SKILLS AND ABILITIES: </p><ul><li>Strong attention to accuracy and detail</li><li>Excellent knowledge of general office and software applications</li><li>Ability to prepare and analyze reports</li><li>Possess good organizational skills</li><li>Ability to prioritize duties</li><li>High level of customer service</li></ul><p>PHYSICAL ABILITIES:</p><p>The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.</p><p>WORK SCHEDULE AND CONDITIONS:   </p><ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul><p>REQUIRED QUALIFICATIONS:</p><ul><li>High school diploma or GED and at least 1 year of related work experience, or an equivalent combination of education and experience</li></ul><b>Salary</b><p>Hourly Pay Rate is $17.58</p><b>Benefits Marketing Statement</b><p>By joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment, excellent work/life balance, tuition waiver, participation in a tax deferred retirement plan and more.</p><b>Special Instructions</b><p>Go to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.</p><p>If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. </p><p>You must limit your file name for any attachment to 40 characters or less.</p><b>How to Apply</b><p><strong>ALL APPLICANTS MUST APPLY ONLINE ONLY</strong></p><p>We will not accept application material received via fax, email, mail, or hand delivered.</p><p>Postings for part-time and adjunct positions are active for the academic year.  By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).</p><p>If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.</p><p>Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.</p><p>More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.</p><p><strong><em>Lone Star College is an EEO Employer. All positions are subject to a criminal background check.</em></strong></p>

Part-Time Coordinator I, Outreach

<h3></h3><h3>Job Description:</h3><h3><strong>The Role</strong> </h3><p>The Associate, Annuity &amp; Life Product Management is a key member of the Institutional Custody &amp; Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. </p><h3> </h3><h3><strong>The Expertise and Skills You Bring</strong> </h3><p>This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate. </p><ul><li><p>Bachelor’s degree (or its equivalent). </p></li></ul><ul><li><p>3-5 years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side). </p></li></ul><ul><li><p>Experience with a large (top 10) carrier of Annuity products is a big plus. </p></li></ul><ul><li><p>Experience with brokerage technology is a plus. </p></li></ul><ul><li><p>Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing. </p></li></ul><ul><li><p>Ability to collaborate with a variety of Fidelity &amp; vendor technology teams to establish clear client-ready outcomes that enable annuity platform adoption </p></li></ul><ul><li><p>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment. </p></li></ul><ul><li><p>You are curious, driven, collaborative in nature and an excellent teammate. </p></li></ul><ul><li><p>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period. </p></li></ul><ul><li><p>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress. </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong> </p><h3> </h3><h3><strong>The Team</strong> </h3><p>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and a slew of internal stakeholders across Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience overall. Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence. The associates building Annuity products and services form one group within an organization that supports a variety of Retirement products like IRAs &amp; HSAs, and a variety of Institutional Custody products serving Trust &amp; Trust Accounting needs in the Bank &amp; Recordkeeper space.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<h3></h3><h3>Category:</h3><h3></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>

861 Project Management / Professional Services Jobs