field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, 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 develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Insurance License - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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

Investment Consultant - Overland Park, KS

<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>The base salary range for this position is $57,000 - $80,000 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

Relationship Manager - San Francisco, CA

<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 - Sugar Land, TX

<h3>Job Description:</h3><p><strong>Director, Process Strategy &amp; Enablement – Asset Management</strong></p><p><strong>Role Overview:</strong></p><p>The Director, Process Strategy &amp; Enablement plays a pivotal role in driving high-impact cross-functional process improvements across Asset Management. In this role, the Director will succeed by cultivating a deep understanding of user needs, providing thematic and strategic insights, developing actionable solutions, and providing organizational change support. Ideal candidates thrive in dynamic environments and are comfortable leading teams or contributing individually based on project needs.</p><h3>Key Responsibilities</h3><p>Cross-Functional User Research &amp; Insight Development</p><ul><li>Develop connections with business partners to understand their needs</li><li>Conduct stakeholder interviews and synthesize findings into actionable insights</li><li>Distill complex information into executive-level updates</li></ul><p>Solution Design &amp; Prototyping</p><ul><li>Encourage creative thinking and challenge assumptions</li><li>Develop mock-ups, process maps, and prototypes</li><li>Iterate solutions based on user feedback</li><li>Prepare and present recommendations for executives and end users</li></ul><p>Organizational Change &amp; Implementation</p><ul><li>Design and socialize implementation plans to build consensus</li><li>Provide guidance and support through the change process</li><li>Refine solutions based on real time user feedback</li></ul><p>Team Leadership &amp; Collaboration</p><ul><li>Lead or contribute to cross-functional teams</li><li>Mentor junior team members and foster a collaborative environment</li></ul><p><strong>The Expertise and Skills you Bring:</strong></p><ul><li>Demonstrated experience in financial services (10+ years)</li><li>MBA or advanced degree preferred</li><li>Strong emotional intelligence and relationship-building skills</li><li>Exceptional problem-solving and analytical capabilities</li><li>Curiosity and ability to ask probing questions</li><li>Rapidly builds understanding of complex topics</li><li>Proficiency in synthesizing quantitative and qualitative data into actionable themes</li><li>Strong executive presence</li><li>Proven ability to lead meetings and manage sensitive topics constructively</li><li>Outstanding communication skills across written, verbal, and visual formats (PowerPoint)</li><li>Project management and organizational expertise</li><li>Comfort giving and receiving feedback to iterate and improve</li><li>Ability to work independently and with ambiguity</li><li>Advanced Excel skills for data analysis</li><li>Adaptability in fast-paced environments</li><li>Attention to detail to produce polished results</li><li>Commitment to continuous learning and development</li><li>Positive outlook and enthusiastic about finding solutions</li></ul><p><em>The Process Strategy &amp; Enablement team is part of the Business Management &amp; Strategy (BMS) team. BMS provides operational and strategic support across Compliance, Risk &amp; Business Operations (CRBO) functions, and the broader Asset Management (AM) organization in the areas of:</em></p><ul><li><em>Business Management, including the aggregation and collection of Objectives &amp; Key Performance Indicators (OKPIs) </em></li><li><em>Project &amp; program management support for key AM &amp; CRBO Strategic Initiatives</em></li><li><em>Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team</em></li><li><em>Technology product support for the CRBO technology portfolio</em></li><li><em>Cross-functional process improvements and change management support</em></li></ul><p><em>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</em></p><p><em>Company Overview</em></p><p><em>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. </em></p><p><em>Accommodation Language </em></p><p><em>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 2.</em></p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<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, Process Strategy & Enablement

<h3>Job Description:</h3><p><strong><strong>The Role</strong></strong></p><p>The Advanced Planning Analyst is primarily responsible for preparing in-depth/personalized financial planning analyses for ultra-high net client engagements. As a member of this regionally aligned team, the Advanced Planning Analyst will support and develop under a team of experienced Advanced Planners to help provide clients personalized net worth statements, detailed cash flow analyses and estate planning scenario modeling using eMoney financial planning software. In addition, the role will help drive operational efficiency across the team. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. This job is remote but requires being in a commuting distance to a Fidelity location in one of the following states: NY/NJ/PA/FL.</p><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li>Bachelor’s degree</li><li>6 to 8 years overall work experience with 2+ years of financial or estate planning work experience, preferably at a wealth management firm, accounting firm, or law firm</li><li>Experience using financial planning software such as eMoney is preferred</li><li>CFP®, CPA, CFA, JD, LLM or CPWA designation a plus</li><li>Strong analytical and communication skills</li><li>FINRA Series 7 and 66 preferred or willing to obtain within 90-days of employment</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Maintains a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, prioritizes work to create efficiencies and demonstrates keen attention to detail</li><li>Possesses a professional and positive attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong><strong>The Team</strong></strong></p><p>We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.</p>The base salary range for this position is $85,000 - $125,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Advanced Planning Analyst - REMOTE- CO

<h3>Job Description:</h3><p>CONSULTANT, BUSINESS ANALYST</p><p>As a Business Analyst Consultant, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!</p><p>The Team</p><p>You will be part of the Healthcare Data Enablement &amp; Client Reporting Squad passionate about creating business driven data sets from healthcare recordkeeping systems for Analytics and Reporting use cases within Plan Sponsor Workstation (PSW). The team will enable data within the Enterprise Analytics Platform to support Healthcare reporting and analytics needs to elevate the experience offered to our clients and their employees. The Business Analyst will be is responsible for providing solutions to custom reporting needs for our Healthcare clients. You will partner with the Squad Leader, Sales, Client Service Managers, the development team, and stakeholders to analyze recordkeeping system Data/tables, draft requirements to support various consumption use cases, and validate the delivered data sets and reports before enabling it for consumers.</p><p>The Expertise You Have</p><p>· Bachelor’s degree or equivalent years of experience required; Master’s degree preferred</p><p>· Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</p><p>· 6+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams</p><p>· Experience with Data analysis, SQL, Tableau and Power BI or transferrable skills and the ability to learn these quickly</p><p>· Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</p><p>· Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</p><p>The Skills You Bring</p><p>· Skilled at translating business vision into defined and prioritized user stories for team’s backlog</p><p>· Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</p><p>· Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</p><p>· Look for opportunities to innovate and take thoughtful risks to get work done better and faster</p><p>· You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals</p><p>· Highly organized and have a proven ability to prioritize and work under tight deadlines</p><p>· Skilled at building relationships, fostering strong teams, and influencing others</p><p>· Self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</p><p>· Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvement</p><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p>The Value You Deliver</p><p>· Working in a Scrum Agile environment to deliver software</p><p>· Leading and conducting business analyses to formulate and make recommendations</p><p>· Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.)</p><p>· Collaborate with business partners, development teams, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle</p><p>· Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication</p><p>· Prioritize multiple initiatives and business analysis tasks at the same ti</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>

Consultant Business Analyst - Health Care Data and Client Reporting

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center in the Chicago, IL or St. Louis, MO locations.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong></p><p>We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.</p>The base salary range for this position is $110,000 - $160,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Director, Advanced Planning - REMOTE - MO, IL, MN

<p><b>Salary Range:&nbsp;</b>&nbsp;$117,509.00&nbsp;(Min.) -&nbsp;$152,762.00&nbsp;(Mid.) -&nbsp;$188,015.00&nbsp;(Max.)</p><p>Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time.<br><br>Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose.<br></p><h4>Job Summary</h4><p>The Manager, Category Management and Procurement manages and leads the implementation of the overall category management and procurement processes for multiple categories and commodities. The position manages continuous improvement of the L.A. Care source-to-pay process. The Manager works closely with the Chief Procurement Officer and other senior management and cross-functional teams in developing and executing category plans and all related procurement and activities. </p><p>The Manager is an expert on all category management, procurement, and relationship management requirements and processes.&nbsp; The position leads and provides consultation to other cross-functional teams with executing cost reduction and related activities across the enterprise. The Manager ensures that the team's collective efforts increase value (service and monetary), decrease request for proposal (RFP), vendor contract cycle time, and increase customer service in support of optimizing L.A. Care operations. This position will interface senior management and senior level vendor contacts.&nbsp; </p><p>The position manages all aspects of running an efficient team, including hiring, supervising, coaching, training, disciplining, and motivating direct reports.</p><h4>Duties</h4><p>Manages the overall category management and procurement process to ensure high-value execution and integrity of all vendor relationships, pricing and contracts within L.A. Care source-to-pay. Develops requirements that will leverage and optimize the source-to-pay system(s). Ensures accurate vendor records and pricing with corresponding executed RFx/contracts; optimized process for proper source-to-pay system maintenance; proper procedures to ensure accurate reports, training program and materials.&nbsp; </p><p>Manage staff, including, but not limited to: monitoring of day to day activities of staff, monitoring of staff performance, mentoring, training, and cross-training of staff, handling of questions or issues, etc. raised by staff, encourage staff to provide recommendations for relevant process and systems enhancements, among others.. Effectively trains staff to ensure they are equipped with up-to-date category management and procurement process and policy, and support staff in all aspects of category management and procurement. Provides guidance, instruction, and requirements to staff and supports in trouble shooting issues.</p><p>Manages complex projects, engaging and updating key stakeholders, developing timelines, leads others to complete deliverables on time and ensures implementation upon approval. Leads Vendor Selection Process/Request for RFxs and negotiations on select high value vendor contracts from cross-functional teams and provides consultative expertise to the team on other vendor RFxs. </p><p>Plans and implements systems and procedures to maximize operating efficiency and achieve strategic priorities.</p><h4>Act as a subject matter expert (SME) for cross-functional teams on proper category management and procurement execution that balances risks and flexibility.&nbsp; Ensures end-to-end source-to-pay process complies to L.A. Care policies while incorporating best practice for effectiveness, efficiency, and better customer service. Implements end-to-end category management and procurement procedures that are compliant to L.A. Care policies and that meet L.A. Care's objectives. Ensures that category management and procurement procedures and training materials compliment procurement processes.</h4><h4>Duties Continued</h4><h4>Liaisons with the L.A. Care legal department to develop effective contract processes, tools, and standard procedures while leveraging the contract management system to its fully extent possible. Responsible for safeguarding the acceptable contract clauses, language, templates, and tools pre-approved by the legal team. </h4><h4>Leads and facilities formal meetings with senior internal staff in developing strategic and tactical plans for category management, vendor relationship management, savings opportunities and/or RFx/contracting strategies that allow L.A. Care to function more effectively. Performs vendor contract inventory analysis and reports that include contracts expirations, contract spend, and other data for L.A. Care Officer review and that will feed into category management and procurement plans for potential Request for Quotes (RFQs)/Requests for Proposals (RFPs) and vendor consolidation opportunities as well as better management of vendor compliance to contracts. </h4><h4>Performs other duties as assigned.</h4><h4>Education Required</h4>Bachelor's Degree in Accounting, Finance Economics, Business or Related FieldIn lieu of degree, equivalent education and/or experience may be considered.<h4>Education Preferred</h4>Master's Degree in Business or Related Field<h4>Experience</h4><p><b>Required:</b></p><p>At least 6 years of related experience in assigned categories contract lifecycle management for services related categories and commodities. </p><p>At least 4 years of experience in leading, supervising, and/ or managing staff, whether directly or indirectly.</p><p>Experience drafting, negotiating, red lining, finalizing and managing complex supplier agreements for a wide variety of goods and services.</p><h4>Skills</h4><p><b>Required:</b></p><p>Strong legal and business acumen with demonstrated ability to manage complex negotiations and relationships.</p><p>Effective communications and presentation skills required.</p><p>Able to or provide direction to team members to execute category management, procurement, and contract efforts with outside vendors.</p><p>Ability to negotiate and manage relationships and contracts with outside vendors that are in the best interests of L.A. Care.</p><p>Tactful, diplomatic in implementing new processes, procedures, and systems across L.A. Care and be able to convince staff and management why changes are needed.&nbsp; </p><p>Skilled in incorporating change throughout companies.</p><p>Must be proactive, resourceful, and able to find alternative solutions to deliver results.</p><p>Demonstrated ability to communicate, problem solve, and work effectively with business, procurement and legal professionals.</p><p>Ability to be consultative to Procurement and L.A. Care staff on developing the best category management and strategic sourcing (including contract) options.</p><p>Excellent organizational skills with the ability to manage multiple projects.</p><h4>Licenses/Certifications Required</h4><h4>Licenses/Certifications Preferred</h4><h4>Required Training</h4><h4>Physical Requirements</h4>Light<h4>Additional Information</h4><p><b>Skills Continued:</b></p><p>Strong internal stakeholder management skills: capacity to listen, build trusting relationships in all levels of the organization, understand and capture stakeholder's needs and deliver effective solutions.</p><p>Good knowledge of legal environment related to purchasing contracts and framework agreements.</p><p>Strong analytical and problem solving skills, with keen understanding of relevant cost drivers.</p><p>Demonstrated ability to select, manage, develop and coach others.</p><p>Excellent written and verbal communication skills in order to secure most favorable terms, prices and/services levels and contract terms.</p><p>Persuasion Skills: Effective negotiator who exhibits high levels of personal integrity and honesty. Skill in planning and coordinating vendor visits and negotiations, and comprehensive knowledge of market conditions. Understanding of the flow and accounting requirements to facilitate document flow and efficiency. Ability to enforce policy compliance.</p><p>Financial Impact: Effective vendor contract negotiation will have a high financial impact and influence because of negotiation of pricing and contract terms.</p><p><b>Salary Range Disclaimer:</b> The expected pay range is based on many factors such as geography, experience, education, and the market.&nbsp; The range is subject to change.</p><p><b>L.A. Care offers&nbsp;a wide range of benefits including</b></p><ul><li>Paid Time Off (PTO)</li><li>Tuition Reimbursement</li><li>Retirement Plans</li><li>Medical, Dental and Vision</li><li>Wellness Program</li><li>Volunteer Time Off (VTO)</li></ul><p><br><strong>Nearest Major Market: </strong>Los Angeles                                                                            <br><strong>Job Segment: </strong>                    Relationship Manager, Customer Service                                                    </p>

L.A. Care Health Plan

Manager, Category Management and Procurement

<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-Online</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>LSC-Online is an independent campus led by a Campus President, committed to academic excellence and student success. LSC-Online provides flexible learning options and skills-based online learning so that students can complete the programs in two years or less. <br><br>Location address is 20515 SH 249 (SH 249 and Louetta Road) Houston, Texas 77070.</p><b>Job Description</b><p><strong>PURPOSE AND SCOPE:</strong></p><p>The Coordinator III provides oversight and facilitation of day-to-day and some long-term operations within a large and/or System-wide area of specialty, playing a strong role in leading and planning, development, evaluation and improvement. Assigned area and responsibilities will be extensive and/or highly specialized. May be responsible for the success of assigned area, ensuring smooth and efficient operations as well as compliance with policies, procedures and a variety of local, state and federal regulations. Coordinates logistics, services and support surrounding significant/diverse programs or departments. Makes and communicates process decisions based on best practices.</p><p><strong>ESSENTIAL JOB FUNCTIONS:</strong></p><ul><li>Oversees daily and some long-term operations of assigned area. Actively maintains up-to-date knowledge of area and acts as a Subject Matter Expert within area and as a point of contact and liaison for internal and external constituents</li><li>Performs research relevant to area of specialty. Develops, monitors and maintains a variety of spreadsheets, databases, reports, and presents findings to internal/external constituents (may include LSCS Managers/Executives, community members, and/or outside groups and organizations)</li><li>Enters, tracks and maintains a variety of data, including documents, spreadsheets and databases</li><li>May be responsible for ensuring and maintaining compliance with local/state/federal compliance of processes and documentation within assigned area</li><li>Supervises, trains and develops department staff. Schedules and prioritizes work and activities and develops and organizes training materials</li><li>Creates methods of evaluation of assigned area. Analyzes results and makes recommendations for revisions to objectives and strategies, with a focus on continuous program improvement. Takes part (or takes Lead) in developing new programs.</li><li>Coordinates and manages various department and management calendars and schedules. Plans, schedules and coordinates various meetings/seminars/events, including site selection and preparation, marketing and training materials, and general support.</li><li>Monitors and controls resources such as office supplies and equipment needed within the department. Submits requisitions, and reviews and approves/denies purchase requests in accordance with the budget.</li><li>Manages or assists with management of the department budget</li><li>Takes part in and/or leads special projects as needed</li><li>Responsible for other reasonable related duties as assigned</li></ul><p><strong>KNOWLEDGE, SKILLS, AND ABILITIES:</strong></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>Possesses excellent organizational skills</li><li>Strong multi-tasking abilities with the ability to prioritize duties</li><li>High level of customer service</li></ul><p><strong>PHYSICAL ABILITIES:</strong></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><strong>WORK SCHEDULE &amp; CONDITIONS:</strong></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><b><strong>REQUIRED QUALIFICATIONS:</strong></b></p><ul><li>Bachelor's degree and at least 1 year of experience, or an equivalent combination of experience and education</li></ul><b>Salary</b><p>Hiring salary range is: $48,152 - $55,375</p><p>Lone Star College provides a hiring salary range for all posted full-time non-faculty positions. Where your salary offer would fall in that range is determined by your related experience and education. Should you receive an offer of employment from Lone Star College, the resume submitted in the application process will be utilized to calculate your salary offer. The information outlined below will provide the Office of Human Resources everything needed to determine an accurate starting salary.</p><p>Your resume should provide a complete picture of your work experience. The resume should include the following information for each position listed:</p><ul><li>Length of time (specific months and years) of employment</li><li>If the position was full time or part time</li><li>If the position was paid or unpaid</li><li>Level of degree completed including date earned.</li><li>Unofficial transcript for highest earned degree</li></ul><p>Additionally, any certifications listed as required or preferred in the Lone Star College job description should be included in the resume submitted.</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 and excellent work/life balance. This includes a full comprehensive and competitive benefits package, a generous number of paid holidays and vacation days, wellness programs, tuition waiver, professional development opportunities 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>

Coordinator III

<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-Online</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>LSC-Online is an independent campus led by a Campus President, committed to academic excellence and student success. LSC-Online provides flexible learning options and skills-based online learning so that students can complete the programs in two years or less. <br><br>Location address is 20515 SH 249 (SH 249 and Louetta Road) Houston, Texas 77070.</p><b>Job Description</b><p><strong>PURPOSE AND SCOPE:</strong></p><p>The Coordinator I, Student Success facilitates daily operations within assigned area. Coordinates logistics, services and support surrounding programs or departments. Responsible for compliance with policies, procedures and a variety of local, state and federal regulations. Makes and communicates process decisions based on best practices. </p><p><strong>ESSENTIAL JOB FUNCTIONS:</strong></p><ul><li>Facilitate daily operations of assigned area. Maintain records. Recruit, hire, schedule and prioritize work and activities and organize training materials for tutors. Maintain current knowledge base of assigned area and acts as a point of contact for internal and external customers.</li><li>May make presentations at various levels both internally and externally</li><li>Assists with training and monitoring of department staff. Schedules and prioritizes work activities</li><li>Coordinates various department and management calendars and schedules.  Assists with planning, schedules and coordinates various meetings/seminars/events, including site selection and preparation, marketing and training materials, and general support</li><li>Monitors and controls resources such as office supplies and equipment needed within the department.  Submits requisitions and follows up with reconciliation documentation</li><li>May monitor and maintain website for department and external use</li><li>Assists with entering and tracking the department budget</li><li>Takes part in special projects as needed</li><li>Responsible for other reasonable related duties as assigned</li></ul><p><strong>KNOWLEDGE, SKILLS, AND ABILITIES:</strong></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>Possesses good organizational skills</li><li>Ability to prioritize duties</li><li>High level of customer service</li></ul><p><strong>PHYSICAL ABILITIES:</strong></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><strong>WORK SCHEDULE &amp; CONDITIONS: </strong></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><strong>REQUIRED QUALIFICATIONS:</strong></p><ul><li>Associate degree or higher and at least 1 year of experience, or an equivalent combination of education and experience</li></ul><p><strong>PREFERRED QUALIFICATIONS:</strong></p><ul><li>Bilingual (English/Spanish)</li><li>Experience working in higher education</li></ul><b>Salary</b><p>Hiring salary range is: $38,761 - $44,576</p><p>Lone Star College provides a hiring salary range for all posted full-time non-faculty positions. Where your salary offer would fall in that range is determined by your related experience and education. Should you receive an offer of employment from Lone Star College, the resume submitted in the application process will be utilized to calculate your salary offer. The information outlined below will provide the Office of Human Resources everything needed to determine an accurate starting salary.</p><p>Your resume should provide a complete picture of your work experience. The resume should include the following information for each position listed:</p><ul><li>Length of time (specific months and years) of employment</li><li>If the position was full time or part time</li><li>If the position was paid or unpaid</li><li>Level of degree completed including date earned.</li><li>Unofficial transcript for highest earned degree</li></ul><p>Additionally, any certifications listed as required or preferred in the Lone Star College job description should be included in the resume submitted.</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 and excellent work/life balance. This includes a full comprehensive and competitive benefits package, a generous number of paid holidays and vacation days, wellness programs, tuition waiver, professional development opportunities 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>

1,090 Project Management / Professional Services Jobs