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Elevate our store standards and ensure a pristine environment with precision and professionalism. <br><br> Are you a meticulous individual with a desire for excellence in cleanliness? Are you eager to play a pivotal role in crafting an exceptional first impression for Dierbergs stores? If you thrive in an active environment and derive satisfaction from spreading warmth with a friendly demeanor, then you're the ideal candidate for the position of Assistant Janitorial Manager. <br><br> In this entry-level management position, you will collaborate closely with your Janitorial Manager to uphold the impeccable standards of our stores. Your responsibilities will include: <br><ul><li> Preserving the overall appearance of the store by executing tasks such as floor polishing, restroom sanitation, trash removal, and maintenance of light fixtures, while promptly addressing spills to ensure a hazard-free environment. </li><li> Providing guidance and leadership to the janitorial team, fostering a culture of excellence through supervision, constructive feedback, and setting exemplary standards. </li><li> Adhering to strict safety protocols, including proper floor-care techniques, utilization of hazard signage, safe operation of equipment and chemicals, and compliance with all safety regulations to mitigate risks effectively. </li></ul><br><br><strong>Qualifications for Success:</strong> <br><ul><li> 1+ years of experience in a leadership capacity, preferably in a managerial role, showcasing your ability to inspire and guide others effectively </li><li> Hold a high school diploma or equivalent qualification </li><li> Demonstrate a foundational understanding of maintenance equipment and chemical usage. </li><li> Exhibit a strong work ethic, coupled with the autonomy to execute scheduled duties meticulously and the proactive initiative to address unforeseen challenges as they arise. </li></ul><br> <strong>Physical Requirements:</strong> <br><ul><li> Ability to lift up to 50 lbs occasionally </li><li> Ability to push and pull up to 50 lbs of force occasionally </li><li> Occasional: Sitting and climbing; frequent standing, walking, bending, kneeling, stooping, squatting, and handling </li><li> Frequent: Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li> Constant - Stand, handling, &amp; forward reach </li></ul><br> <strong>Why Dierbergs is Different:</strong> <br><ul><li> Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family. </li><li> You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community. </li><li> As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success. </li><li> With a clear path for advancement, you will have the opportunity to progress to a Department Manager or store management role </li></ul><br> <strong>What's in it for you?</strong> <br><ul><li> <strong>Health and retirement benefits</strong>, including medical, dental, vision, 401(k) and pension plans Paid time off provided, including vacation and personal days </li><li> <strong>Weekly pay</strong> </li><li> <strong>Work-life balance </strong>with flexible scheduling </li><li> <strong>Growth opportunities </strong>to support career advancement </li><li> <strong>Associate-only savings, free products, bonus points, sweepstakes,</strong> and more - being a part of our team has its perks with Dierbergs Rewards </li><li> <strong>Associate Perks Program</strong> in partnership with Working Advantage </li><li> <strong>Discounts at Starbucks kiosks</strong> within select locations </li></ul><br> At Dierbergs, we value individuals who embody our core BEhaviors: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! <br><br> This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

Dierbergs Markets Inc

Assistant Janitorial Manager

We are seeking a focused people-leader with a passion for retail who is energized by the opportunity to be a visible, working manager in the grocery department, as well as the front-end of the store. In this role, you will take on a variety of hands-on responsibilities, putting in the work in a fast-paced environment to develop the skills that will bring you to the next level of management. <br><br> Designed as a learning role with the ultimate goal of continuing up the Dierbergs career ladder, as a Manager Trainee, you will learn all aspects of the grocery business, from customer service to operations. Additionally, you will learn how to Be Dierbergs, fostering a culture where you and others feel welcome, included, and celebrated. In this role, your responsibilities will include: <br><br><ul><li>Holding yourself accountable to a self-directed training program to gain the skills, knowledge, and expertise required to efficiently oversee the grocery and front-end department</li></ul><br><br><ul><li>Acting as boots-on-the-ground support and backup for Associates across store departments, from the front-end of the store to the backroom</li></ul><br><br><ul><li>Partnering closely with our Core Management team to lead, direct, and supervise Associates, fostering a positive team environment</li></ul><br><br><ul><li>Responding to and resolving Associate issues including, but not limited to, addressing schedule concerns, holding Associates accountable for job performance, and handling customer complaints</li></ul><br><br><ul><li>Building and maintaining relationships with vendors and assisting the Core Management team in holding vendors accountable to Dierbergs standards</li></ul><br><br><ul><li>Providing exceptional customer service, ensuring a positive shopping experience for customers</li></ul><br><br><ul><li>Collaborating with our Core Management team to understand variables that impact store profitability and assists with controlling such variables, including gross margin, inventory control, and operating expenses</li></ul><br><br><ul><li>Assisting in payroll management, Associate scheduling, inventory and ordering, and vendor partnerships</li></ul><br><br><ul><li>Acting as a Store Manager in their absence, demonstrating real-time leadership and decision-making skills</li></ul><br><br><ul><li>Other duties as assigned</li></ul><br><br><strong>Qualifications for Success:</strong> <br><br><ul><li>2+ years of supervisory experience in retail, grocery, food service, or hospitality</li></ul><br><br><ul><li>High school diploma or GED required; college degree preferred</li></ul><br><br><ul><li>Strong problem-solving, decision making, and conflict management skills</li></ul><br><br><ul><li>Excellent leadership abilities, with the capacity to motivate others and foster a positive team environment</li></ul><br><br><ul><li>Drive to stay busy and visible as a working manager</li></ul><br><br><ul><li>Meeting and maintaining Dierbergs standards for professionalism and appearance</li></ul><br><br><ul><li>Proven track record of dependability and reliability in previous roles</li></ul><br><br><ul><li>Strong moral compass and ability to make ethical decisions, even in challenging situations</li></ul><br><br><ul><li>Flexibility to accommodate a varied schedule, including nights and weekends, to support operational needs.</li></ul><br><br><ul><li>Must be willing to transfer to any available store location within the St. Charles and St. Louis Metropolitan area</li></ul><br><br><strong>Physical Requirements:</strong> <br><br><ul><li>Ability to lift and carry up to 50 lbs. occasionally and up to 20 lbs. frequently</li></ul><br><br><ul><li>Ability to push and pull up to 90 lbs. of force occasionally</li></ul><br><br><ul><li>Constant: Standing, handling, &amp; forward reach</li></ul><br><br><ul><li>Frequent: W alking, bending, kneeling, stooping, squatting, handling, head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel</li></ul><br><br><ul><li>Occasional: Sitting and climbing</li></ul><br><br><strong>Why Dierbergs is different:</strong><br><br><ul><li>Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family.</li></ul><br><br><ul><li>You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community.</li></ul><br><br><ul><li>As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success.</li></ul><br><br><ul><li>This is a stepping-stone role, with frequent progress reviews and moves designed to capitalize on your strengths and interests. You may also be considered for an Assistant Department Manager or Manager Trainee role.</li></ul><br><br><strong>What's in it for you?</strong> <br><br><ul><li>Health and retirement benefits, including medical, dental, vision, 401(k) and pension plans</li></ul><br><br><ul><li>Paid time off provided, including vacation and personal days</li></ul><br><br><ul><li>Weekly pay</li></ul><br><br><ul><li>Flexibility to help accommodate a healthy work/life balance</li></ul><br><br><ul><li>Growth opportunities to support career advancement</li></ul><br><br><ul><li>Associate-only savings, free products, bonus points, sweepstakes, and more - being a part of our team has its perks with Dierbergs Rewards</li></ul><br><br><ul><li>Associate Perks Program in partnership with Working Advantage</li></ul><br><br><ul><li>Discounts at Starbucks kiosks within select locations</li></ul><br><br>At Dierbergs, we value individuals who embody our core BEhaviors : Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now!<br><br>This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

Manager Trainee

At Dierbergs, our commitment begins with the first impression customers have in our Produce Department. We pride ourselves on our exceptional product quality and the dedication of our friendly, knowledgeable Associates. If you're passionate about fresh food, possess an engaging personality, and are dedicated to delivering exceptional service, consider joining us as an Assistant Produce Manager. Your responsibilities will include :<br><br><ul><li> P rovide direction and support to our team, inspiring excellence in their roles. </li><li> Monitor operational aspects affecting gross margin and profitability of the prepared food section within the Produce Department. </li><li> Collaborate closely with the Produce Manager and Produce Production Manager to optimize product usage and labor allocation. </li><li> Manage inventory, ordering, and display of items within the department to ensure an appealing and well-stocked environment. </li><li> Deliver exceptional customer service by assisting customers in person and over the phone, processing special orders with precision and care. </li><li> Arrange salad bar components in an attractive and organized manner, adhering to company standards for presentation. </li><li> Ensure all salad items are adequately stocked. </li><li> Wash, peel, chop, slice, and dice fruits and vegetables. </li><li> Monitor freshness and quality of produce, discarding any items that do not meet standards. </li><li> Properly store prepped fruits and vegetables to maintain freshness. </li><li> Maintain cleanliness and organization in work areas, including salad bar stations and prep areas. </li><li> Adhere to food safety and sanitation standards, including proper handwashing procedures and wearing appropriate protective gear. </li><li> Monitor temperature controls for perishable items to prevent spoilage and maintain food safety. </li></ul><br><br> <strong>Qualifications for Success:</strong> <br><ul><li> 1 + years of experience in a leadership capacity, preferably in a managerial role, showcasing your ability to inspire and guide others effectively. </li><li> Hold a high school diploma or equivalent qualification </li><li> Basic knowledge of food safety and sanitation practices. </li><li> Ability to work efficiently in a fast-paced environment while maintaining attention to detail. </li><li> Strong communication skills and a customer-focused attitude. </li><li> Flexibility to work evenings, weekends, and varying shifts - enjoy a balanced schedule with no late nights, most produce and produce production departments close by 9 pm, allowing for a healthy work-life balance </li></ul><br> <strong>Physical Requirements:</strong> <br><ul><li> A bility to lift up to 50 lbs. occasionally </li><li> Ability to push and pull up to 50 lbs. of force occasionally </li><li> Occasional: Sitting and climbing; frequent standing, walking, bending, kneeling, stooping, squatting, and handling </li><li> Frequent: Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li> Constant - Stand, handling, &amp; forward reach </li></ul><br> <strong>Why Dierbergs is Different:</strong> <br><ul><li> Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family. </li><li> You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community. </li><li> As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success. </li><li> With a clear path for advancement, you will have the opportunity to progress to a Department Manager or store management role </li></ul><br> <strong>What's in it for you?</strong> <br><ul><li> <strong>Health and retirement benefits</strong>, including medical, dental, vision, 401(k) and pension plans Paid time off provided, including vacation and personal days </li><li> <strong>Weekly pay</strong> </li><li> <strong>Work-life balance </strong>with flexible scheduling </li><li> <strong>Growth opportunities </strong>to support career advancement </li><li> <strong>Associate-only savings, free products, bonus points, sweepstakes,</strong> and more - being a part of our team has its perks with Dierbergs Rewards </li><li> <strong>Associate Perks Program</strong> in partnership with Working Advantage </li><li> <strong>Discounts at Starbucks kiosks</strong> within select locations </li></ul><br> At Dierbergs, we value individuals who embody our core BEhaviors: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! <br><br> This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

Assistant Produce Manager

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Financial Consultant - Charlotte South

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship 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>

Relationship Manager - Greenville, DE

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Representative - Midlothian, VA

<h3>Job Description:</h3><p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</p></li><li><p>Financial Services experience, we recommend five years</p></li><li><p>Degree and/or other professional certifications such as CFP are helpful</p></li></ul><h3>The Purpose of Your Role</h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><h3>The Skills You Bring</h3><ul><li><p>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Your appreciation for working in a dynamic and collaborative environment</p></li><li><p>Assurance that portfolios remain in accordance with compliance guidelines</p></li></ul><h3>The Value You Deliver</h3><ul><li><p>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</p></li><li><p>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</p></li><li><p>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</p></li><li><p>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</p></li></ul><h3>How Your Work Impacts the Organization</h3><p>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship 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>

Wealth Management Planning Consultant - Southlake, TX

<h3>Job Description:</h3><p>The Role:</p><p>In this role you will be part of the AM Data team supporting efforts in delivering value to the business through the utilization and exploitation of data. The Director will be key in leading and providing thought leadership on key strategic areas of the program aimed at promoting highly scalable solutions and an operating model intended to maximize the organizations utilization of our data ecosystem and related capabilities.</p><p>In this capacity this individual will focus on developing and implementing strategies intended to support the growth and evolution of our business (and related frameworks), evolving and maturing the organizations approach to data management (including Common, Alternative, and Derived datasets) in partnership with stakeholders across the organization, and will look critically at the way AM is accessing and leveraging data to inform strategies focused on reducing friction and managing risk as a part of those pipelines.</p><p>This role will be highly visible, requiring meaningful experience supporting executive program messaging utilizing a variety of communication formats at different levels of the organization; tailoring critical information of a complex or involved nature, to a senior and executive audiences while often being sought out by senior leadership for expert opinions and recommendations required to provide business solutions. The Director will be critically important to ensuring AM is able to support the data needs of the organization while balancing competing priorities within AM and in our support of firm wide data initiatives, recommending or making decisions for the organization that will result in optimal outcomes for a broad range of highly complex business problems. </p><p>The Expertise and Skills You Bring</p><ul><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p>The Team:</p><p>The Asset Management (AM) Data Strategy and Governance team supports AM efforts focused on advancing and executing against both Fidelity and AM Data Strategies.</p><p>The Asset Management Data team was formed as a centralized team within Asset Management (AM) to drive a Data First mindset, given the increasing importance of building data strategy into initiatives across all aspects of the organization. The team embraces a spirit of entrepreneurship, collaboration, and innovation as we work together to navigate the data challenges of emerging businesses as well as the modernization of traditional investment and data distribution platforms methodologies.</p><p>AM Data provides strategic thought leadership, data fluency education, data governance oversight, data quality expertise, data request prioritization and a variety of other utilities to AM. We aim to help simplify engagement, accelerate delivery, integrate business perspective, and improve the quality of all things data. Working closely with leaders across Asset Management and other key Fidelity business groups, we drive a One-AM approach to data investment and priorities for the AM business. </p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Data Strategy and Governance

<h3>Job Description:</h3><p>As a Director, Retirement Planner in the Regional Center, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Bachelor’s degree required, Master’s degree preferred</li><li>10 years minimum investment sales/financial planning experience</li><li>Series 7,63, 65/66 (required)</li><li>Life and annuity licenses (required)</li><li>Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will be required to obtain if you do not currently possess it.</li><li>Participant sales experience</li><li>Proven track record in generating sales and managing relationships with high net worth clients</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>As a Director, Retirement Planner at the Regional Center, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning &amp; Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal &amp; Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning.</li><li>Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants.</li><li>Your exceptional presentation skills in virtual, one-on-one and group settings.</li><li>Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>You’ll be responsible for exceeding assigned targets and driving both Personal &amp; Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants.</li><li>You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets.</li><li>Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal &amp; Workplace Investment flows.</p><h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Life, Health, Variable Annuities - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Retirement Planner - Tampa, FL

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a Manager Credit Risk, you will independently assess and evaluate the credit worthiness of bank and broker-dealer counterparties across Fidelity platforms, primarily including National Financial Services (NFS, which includes Fidelity Capital Markets), FDIC Bank Sweep, Treasury, and Enterprise Services. You will also monitor the credit and market exposure to these counterparts. You will perform a qualitative and quantitative analysis of the financial condition of the firm, the products and markets in which the firm is engaged, the strength of the firm’s management team and whether there is any reputational risk in doing business with the counterpart. You will monitor credit limit usage for assigned counterparts, identify issues, and escalate with proposed solutions to the Vice President of Credit Risk as needed.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree in finance, economics, or accounting</li><li>4+ years of related credit experience</li><li>MBA a plus</li><li>CFA or CFA Candidacy helpful but not required, or willingness to obtain</li><li>Your knowledge of bank/broker-dealer industry, capital markets products, and financial statement analysis</li><li>Strong analytical, written, and oral communication skills that will be leveraged in influencing decisions</li><li>Your ability to work effectively in a trading environment, prioritize workload and contribute as a member of a dynamic, fast paced team</li><li>Strong teammate who is proactive, takes initiative, and communicates effectively with others</li><li>Your experience with Bloomberg, S&amp;P Capital IQ, PowerPoint, Excel, Tableau/Power BI a plus</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Performing written credit analysis on assigned new and existing bank/broker-dealer counterparts and establishing appropriate credit limits and guidelines based on analysis</li><li>Monitoring and escalating credit and market exposure as necessary, utilizing various financial tools to assess, monitor, and measure daily counterparty activity</li></ul><ul><li>Collaborating with the FCM trading desks, product teams, middle and back offices, treasury, as well as legal, risk, compliance partners to resolve issues and support the needs of the business/products</li><li>Developing and implementing credit risk monitoring techniques and assisting in the evaluation of new products and trading systems for the business and the Credit Risk group</li><li>Participating in the development, enhancement and testing of risk management systems</li><li>Supporting the development and training of risk associates within the group</li></ul><p><strong>The Team</strong></p><p>The Fidelity Institutional (FI) Credit Risk Management Team sits within the Fidelity Enterprise Risk Management organization and is part of the Credit and Counterparty Center of Excellence. The team is responsible for credit risk assessments of new and existing counterparties/clients including but not limited to banks, broker-dealers, hedge funds, registered investment advisers and corporations.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $80,000-153,000 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>Risk

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