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<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 $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant - Millburn, NJ

Planning Consultant- Bridgewater, NJ

<p><b>Working with Us</b><br>Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.</p><p>Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.</p><p><b>Position Summary:</b></p><p>The Senior Manager, Product Analyst, Clinical Data Management, Global&nbsp;<i>Drug Development Information Technology (GDDIT), Data &amp; Analytics team&nbsp;</i>will be part of the product team committed to&nbsp;bridge the gap between technology and business needs within the Clinical Data Ecosystem (CDE) that primarily delivers technology strategy and solutions for clinical trial execution, data management and data review capabilities (e.g. Electronics Data Capture (EDC), Clinical Data Management Systems &amp; Reporting, Clinical Metadata Management etc.) in support of Clinical Data Management (CDM) business functions.</p><p>The role is responsible for evaluating &amp; analyzing business problems to address business challenges, improve operational efficiencies, help reduce cycle time by ensuring effective implementation of technology solutions, data and analytics capabilities. The Product Manger will work closely with global CDM stakeholders, including business users, software developers, project managers, and cross functional IT teams, to ensure successful strategy, planning, delivery, and operations of technology solutions that will bring value to BMS.</p><p><b>Key Responsibilities:</b></p><ul><li>Accountable for delivering strategy, planning, and high-quality technology solutions for Clinical Data Management portfolio.</li><li>As a Product Analyst, he/she will be responsible for defining Clinical Data Management product strategy, roadmaps, identification of product scope, implementation planning, feature stories, value proposition and success criteria to implement technology solutions.</li><li>Responsible for collaborating with a team of clinical data management stakeholders, technology data professionals including architect, engineers, UX designer, data scientist, product analysts, scrum master, validation analyst, software suppliers etc.</li><li>Serves as a subject matter expert on Clinical Data Management solutions with domain knowledge.</li><li>Analyze business challenges and identify areas for improvement through technology solutions.&nbsp;</li><li>Knowledge in evolving technology solution trends in Clinical Data Management platforms and product-based implementation.</li><li>Provide guidance to the resources supporting projects, enhancements, and operations.</li><li>Stay up to date with the latest technology trends and industry best practices.&nbsp;</li></ul><p><b>Qualifications &amp; Experience:</b></p><ul><li>Master’s or bachelor’s degree in computer science, information technology, or related field preferred.&nbsp;</li><li>6-8 years of hands-on experience working on implementing and operating in clinical data management capabilities and cutting-edge data solutions, in a cloud environment.&nbsp;</li><li>Functional knowledge or prior experience in Clinical Data Management domain and Lifesciences Research technology implementation &amp; management such as Rave/ EDC, Clinical Data Management Systems, Clinical Data Repository etc.</li><li>Familiarity with business process mapping, workflows and data analysis tools.&nbsp;</li><li>Excellent communication, collaboration and interpersonal skills to interact with diverse stakeholders.&nbsp;</li><li>Ability to work both independently and collaboratively in a team-oriented environment.&nbsp;</li><li>Comfortable working in a fast-paced environment with minimal oversight.</li><li>Experience working in an Agile based environment.</li><li>Hands-on development experience managing and delivering data solutions with AWS data, analytics, AI technologies such as AWS Glue, Redshift, RDS (PostgreSQL), S3, Athena, Lambda, Databricks, Business Intelligence and Visualization tools etc. is a plus.</li><li>Experience in designing and deploying generative and agentic AI solutions within clinical development workflows is a plus.</li></ul><p>The starting compensation for this job&nbsp;is a range from $160,000 - $175,000, plus incentive cash and stock opportunities (based on eligibility).</p><p>The starting pay rate takes into account characteristics of the job, such as required skills and where the job is performed.&nbsp;</p><p>Final, individual compensation will be decided&nbsp;based on demonstrated&nbsp;experience.&nbsp;</p><p>Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit <a href="https://careers.bms.com/life-at-bms/" target="_blank">https://careers.bms.com/life-at-bms/</a>.</p><p>Benefit&nbsp;offerings&nbsp;are subject to the terms and conditions of the applicable plans then in effect&nbsp;and may include the following: Medical, pharmacy, dental and vision care. Wellbeing support&nbsp;such as&nbsp;the BMS Living Life Better program and employee assistance programs (EAP). Financial well-being resources and a 401(K). Financial protection benefits such as short- and long-term disability, life insurance, supplemental health insurance, business travel protection and survivor support.&nbsp;Work-life programs include paid national holidays and optional holidays, Global Shutdown Days between Christmas and New Year’s holiday, up to 120 hours of paid vacation, up to two (2) paid days to volunteer, sick time off, and summer hours flexibility.&nbsp;Parental, caregiver, bereavement, and military leave. Family care services such as adoption and surrogacy reimbursement, fertility/infertility benefits, support for traveling mothers, and child, elder and pet care resources. Other perks like tuition reimbursement and a recognition program.</p><p><i>If you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.</i></p><p><b>Uniquely Interesting Work, Life-changing Careers</b><br>With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.</p><p><b>On-site Protocol</b></p><p>BMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:</p><p>Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.</p><p>BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.</p><p>BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.</p><p>BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.</p><p>If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a></p><p>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.</p>

13 Project Management / Professional Services Jobs in New Brunswick, NJ, USA