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

Fidelity Investments

Relationship Manager - Mountain View, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Investment Consultant - Boca Raton, FL

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Mountain View, CA

<h3>Job Description:</h3>The RoleAre you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity’s investment management capabilities – across asset classes – to both clients and prospects? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a Vice President, Sales &amp; Relationship Manager role.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; MBA or CFA desired</li><li>15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions</li><li>Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering</li><li>Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions</li><li>Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process</li><li>Strategic thinking and creative problem-solving to drive client retention and growth</li><li>Series 7 and 63 registrations</li><li>Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients</li><li>Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions</li><li>Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market</li><li>Passion for financial markets, investment process and the delivery of effective investment solutions</li><li>Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers</li><li>Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes</li><li>Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand</li><li>Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace</li><li>Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity’s deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets. The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets. These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture. As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets. Location: TBD (1/3rd of US Large Market Public Sector)<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Public Sector Sales & Relationship Manager

Are you a storyteller with a passion for infrastructure? Join a team where your words help shape communities and win transformative projects. We are seeking a dynamic and detail-oriented Marketing Proposal Specialist to join our team and help us communicate our vision, values, and expertise to prospective clients. The ideal candidate for this role will have experience working in civil engineering or a closely related field. Experience with proposal development for State DOT projects is a huge benefit.&nbsp;&nbsp;&nbsp;As a Marketing Proposal Specialist, you will be a vital part of our team, shaping how we present ourselves to clients and securing opportunities for transformative projects. &nbsp;You’ll own the full proposal lifecycle—from early strategy meetings to final QA/QC and delivery—playing a key role in our pursuit of high-impact infrastructure projects. &nbsp;&nbsp;Lochmueller Group is a growing engineering consulting firm with an emphasis on infrastructure.  We provide multi-disciplined services for a variety of public agencies and private entities, including transportation design; water resources design; environmental analysis &amp; permitting; construction engineering &amp; inspection; traffic engineering &amp; transportation planning; surveying; and land acquisition &amp; appraisal. For over 40 years, Lochmueller Group has helped communities reinvent their future through thoughtful, actionable planning and design. Our dedication to building a team that demonstrates our corporate values (CARDIA) is what sets us apart:&nbsp;&nbsp;CARDIA: Creativity; Accountability; Respect; Dedication; Integrity; Achievement&nbsp;&nbsp;&nbsp;Lochmueller Group provides an excellent workplace culture established by our people who share these values. We are a 100% employee-owned (ESOP) company, and our people are invested in the success and continued development of each other and the firm. This is a high-impact role with a defined path to senior proposal leadership and opportunities to help shape strategy and support business development. Lochmueller is a great place to build a career and grow with a company that is dedicated to quality and service.&nbsp;<h4>Key Responsibilities Include:</h4><ul><li>Attending project strategy and scoping meetings before RFP release and preparing advanced project marketing materials.&nbsp;&nbsp;</li><li>Directing proposal and presentation development for assigned project pursuits, including scheduling, material preparation, and final production.&nbsp;&nbsp;</li><li>Collaborating with project managers from various departments to prepare proposals and presentations.&nbsp;&nbsp;</li><li>Writing and editing proposal content as appropriate and assisting with printing, assembly, and final QA/QC review.&nbsp;&nbsp;</li><li>Assisting with developing marketing materials, including newsletters, brochures, website content, and other materials as needed.&nbsp;&nbsp;</li><li>Using industry-standard tools such as Adobe InDesign, CRM platforms (HubSpot), and document automation/AI tools like <a href="http://Joist.ai" target="_blank">Joist.ai</a> to support proposal development.&nbsp;</li><li>Performing other duties as needed.&nbsp;&nbsp;</li></ul><h4>Quailifactions for the role:</h4><ul><li>Bachelor's or master's degree in journalism, Public Relations, Communications, Marketing or related field.&nbsp;</li><li>5+ years of marketing and/or proposal writing experience. Experience with proposal development in the civil engineering industry or a closely related field is preferred.&nbsp;&nbsp;</li><li>Experience developing proposals for State DOT projects is preferred.&nbsp; &nbsp;</li><li>Advanced working knowledge, or ability and willingness to develop advanced working knowledge of, MS Word, PowerPoint, Adobe InDesign, WordPress or related software.&nbsp;&nbsp;</li><li>Familiarity with CRM platforms such as HubSpot&nbsp;</li><li>Experience participating in proposal strategy sessions, technical writing, or QA/QC process review&nbsp;</li><li>Excellent communication, writing, editing, and proofreading skills.&nbsp;&nbsp;</li><li>Strong attention to detail with the ability to cross-reference information from one document to another.&nbsp;&nbsp;</li><li>Ability to work well with others in a team atmosphere.&nbsp;&nbsp;</li><li>Ability to multi-task and meet deadlines.&nbsp;&nbsp;</li><li>Ability to interview technical staff and capture and communicate information accurately in a way that both technical and non-technical people can understand.&nbsp;&nbsp;</li><li>Valid driver’s license.&nbsp;</li></ul><h4>What we offer:</h4><ul><li>Health &amp; Wellness (medical, dental, vision, disability, and basic life insurance w/ option for additional voluntary life insurance)&nbsp;</li><li>Flexibility (vacation, holidays, sick leave, parental leave, flexible scheduling &amp; telecommuting opportunities)&nbsp;</li><li>Wealth-Building (401k w/ company match, student loan repayment benefit, ESOP, competitive compensation package)&nbsp;</li><li>Professional Benefits (professional membership dues, career &amp; educational development)&nbsp;</li></ul>Lochmueller Group is an Equal Opportunity/Affirmative Action employer. Lochgroup fully supports and maintains compliance with all state, federal, and local regulations. All qualified applications will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, protected veteran status, genetic information, or any other category protected by federal, state, and local laws. Some of the content in this job post may have been auto-generated using advanced AI.&nbsp;

Lochmueller Group

Marketing Proposal Coordinator

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!Benefits available on Day 1 Schedule: Monday-Friday-Days Key Responsibilities: Participation in the IDT Meeting: Roll Call, organization of schedule, how to view schedules in PS, how to add participants to schedule and present to IDT, how to view care plans in PL and present care plan information as needed as related to Recreational Therapy. Take responsibility to ensure calendar activities are implemented by all Day Center staff. Lead activities and assist in developing activity calendar. Document care, observations and interventions. Coordinate activities in the Day Center in the absence of the Recreational Therapist.Knowledge &amp; Skills:Active BLS for healthcare professionals from the American Heart Association or Red Cross; Current employees must obtain by January 1, 2025.Valid Florida driver's license Activity Director Certification eligible/completed. Current CPR and First Aid certificationsMinimum two years’ experience in a social or recreational program providing and coordinating services to a frail or elderly population within the past 5 years. Skilled in arts and crafts. Perform time management and organizational skills. Represent the company in a positive and professional manner at all times with others. Excellent communication; via phone, in person and email. Work effectively in a team environment. Must be flexible to work in other locations if needed.This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy.

Chapters Health System

Activity Coordinator-PACE Program

<h3>Job Description:</h3>The Role The Analytics &amp; Commercialization Team is seeking a Director of Distribution Enablement to provide key support with vitality and emerging product enablement, distribution strategy, lead generation, targeting, and measurement to enable the sales execution by our various distribution teams, including Intermediary and Institutional, in collaboration with Distribution, Product, Marketing, and Analytics and Commercialization teams. Responsibilities include the following: <ul><li>Partner closely with teams and individuals across FI to translate pivotal initiatives into execution plans, develop key metrics and data to track performance, and ensure timely execution of deliverables. </li></ul><ul><li>Collaborate with Distribution and Specialist teams to develop and implement segmentation plans and targeting strategy to accelerate the sale of emerging products. This may include developing a framework to identify new opportunities and optimize existing relationships, developing a cross-functional coverage model, and informing scorecard and KPI metrics. </li></ul><ul><li>Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform and influence decision-makers. Develop and deliver insights that build consensus around critical initiatives and execution plans and that inform stakeholders of implementation progress or hurdles. </li></ul><ul><li>Research and synthesize internal (FI/Enterprise) and external (market/industry) trends and data to inform thinking around distribution strategy and execution. </li></ul><ul><li>Engage with other members of the FI organization to help shape the operating model, and to streamline interactions with shared services teams. </li></ul><ul><li>Provide program management and execution support as needed. </li></ul><ul><li>Support strategic and tactical initiatives across enablement and distribution effectiveness teams, providing support for broad FI distribution initiatives and specific Analytics and Commercialization needs. </li></ul><ul><li>Provide program management and execution support as needed. Keep all stakeholders aligned and updated. </li></ul><ul><li>Partner closely with teams and individuals across FI to translate pivotal initiatives into execution plans, develop key metrics and data to track performance, and ensure timely execution of deliverables. </li></ul><ul><li>Ensure readiness with data for reporting, compensation, metrics, and instrumentation. </li></ul><ul><li>Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform and influence decision-makers. </li></ul>The Expertise and Skills You Bring <ul><li>Self-starter, independently motivated, and excited by the prospect of working on strategic initiatives. Welcomes working in a fast paced, client focused environment requiring resourcefulness and flexibility. </li></ul><ul><li>Strong quantitative, analytical, and conceptual problem-solving skills combined with outstanding business insight. </li></ul><ul><li>Ability to work effectively in a team environment, collaborating with people representing a broad range of roles and expertise. </li></ul><ul><li>Ability to communicate complex ideas effectively and concisely, adapting communication style to suit differing audiences. </li></ul><ul><li>Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations. </li></ul><ul><li>Intellectual curiosity and tenacity to develop creative approaches to problem solving. </li></ul><ul><li>Interest and ability to build well-rounded investment acumen. </li></ul><ul><li>Bachelors or equivalent with 12+ years of experience or Masters with 10+ years of experience </li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The Team The Analytics and Commercialization team is a key enabler of the FI/IWMS strategies and drives sustainable commercial value to Fidelity by leveraging our collective intelligence and forming forward-looking perspectives to unlock, package and deliver growth and scale opportunities for our clients. The org includes the following teams that collectively work together to drive end-to-end connectivity to realize our outcomes: Data foundation and management, Analytics and Insights, Market Intelligence and Commercialization, Investment and Business Consulting specialists, Cash and Banking solutions and Distribution Enablement and Effectiveness (this role). Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETF’s, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share. <h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, FI Distribution Enablement

<h3>Job Description:</h3>Director, Product ManagementThe RoleWe are looking for a highly motivated individual to be responsible for product management of our Green Meadows program. This role includes planning, support for important business deliverables while being a liaison between key technical and business stakeholders. In addition to strong technical competency, the position requires the ability to effectively work with a geographically diverse team, build and leverage client and vendor relationships, and provide innovative thought leadership.To be effective, the Director of Product Management will work with key stakeholders of Engineering, Development, DevOps, Production Support, and PMO. By demonstrating and promoting agile leadership behaviors, you will evolve and sustain an innovative agile culture.Our ever-evolving technology stack ensures a phenomenal learning culture in the team. You will be encouraged to quickly gain understanding of your key focus area and understand the planned deliverables. In addition, this associate will have to understand data related to schedule, timelines, and best practices and processes to be effective in this role.We are always exploring new technologies and new ways to continually provide value to our customers. This role is expected to have a direct and positive impact on Green Meadows' customers. The Expertise and Skills You Bring<ul><li>8+ years of experience in Product Management and/or Operational Support leadership in the financial services industry</li><li>Facilitate work prioritization based on business and technology needs</li><li>Forecast, manage, and execute a product release plan</li><li>Experience in Web/cloud application releases is a plus</li><li>Capable of partnering with and influencing individuals at all organizational levels</li><li>Significant experience in working on large, technical program portfolios</li><li>Must bring flawless execution and results in a role of organizational navigator and collaborator</li><li>Experience in Internal/External Cloud and Hybrid environments</li><li>Ability to understand the business criticality of various applications as they relate to complex business processes</li><li>Strong communication (written and verbal) and interpersonal skills</li><li>Able to understand a complex and global systems environment</li><li>Working knowledge of basic investment terms and practices is desirable</li><li>Familiarity with ITIL framework and/or Agile Project Management</li><li>Financial systems knowledge</li><li>Ability to effectively multi-task and manage his/her time, and the ability to work independently as well as within a team environment</li><li>Proven ability to improve support processes and customer experience</li><li>Demonstrated technical, analytical, and problem-solving skills</li><li>Customer focus and dedication to customer satisfaction</li><li>Bachelor’s degree in Engineering or Computer Science preferred</li><li>Project management credential (PMP) preferred</li><li>AWS certifications preferred (AWS SysOps, DevOps)</li></ul>The TeamThe Fidelity Center for Applied Technology (FCAT) is a global team of engineers, developers, designers, researchers, and problem solvers, all driven by a common mission– to catalyze breakthroughs in research and tech to propel Fidelity and our customers into the future.We don't stop at exploration. FCAT is about action. We help develop new capabilities and scale products to support millions of individual and institutional customers.The base salary range for this position is $110,000-$185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Product Management

<h3>Job Description:</h3>The RoleAre you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC Senior Associate role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.The Expertise and Skills You BringPlay a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>Three plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls, report testing and/or IT General Controls</li><li>Familiarity with system implementations, alternative Investments and/or digital assets</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.The base salary range for this position is $67,000-$105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Associate, Global Financial Controls CoE

POSITION: Project Director, Digital Innovation and Strategic Initiatives&nbsp;REPORTS TO: &nbsp;&nbsp;President &amp; EVP, Chief Operating and Financial OfficerDIRECT REPORTS:&nbsp; NoneLOCATION: New York, NYFLSA STATUS: ExemptWEBSITE: <a href="http://www.thenytrust.org" target="_blank">www.thenytrust.org</a>START DATE: &nbsp;Fall 2025ABOUT USThe New York Community Trust is New York’s largest community foundation, serving New York City, Long Island, and Westchester. For more than 100 years, The Trust has brought together the local knowledge and diverse expertise of its team and nonprofit and philanthropic partners to support thriving and equitable communities and help donors champion the causes they love. The Trust makes approximately $200 million in grants each year from its charitable funds set up by individuals, families, foundations, and corporations.&nbsp;The Trust is a regional philanthropic leader. It established the first donor-advised fund in 1931 and works at the forefront of critical causes, including education, health care, racial and gender equity, immigrant services, affordable housing, and LGBTQ+ rights. The Trust has also played a vital role in our region’s response to crises such as the AIDS epidemic, September 11th, and COVID-19.&nbsp;POSITION DESCRIPTIONThe Project Director, Digital Innovation and Strategic Initiatives, a new permanent position at The Trust, will play a critical role in facilitating project management processes and cross-functional collaboration to drive the successful deployment of key elements of The Trust’s recently adopted strategic plan:Primary Focus: Digital Transformation &amp; Innovation (85% focus during the first three years; percentage to decrease after year four)The Project Director will lead The Trust’s three- to five-year digital transformation initiative, transitioning from a legacy Enterprise Resource Planning (“ERP”) system to a modern, integrated platform built on Salesforce and Sage Intacct. The goal of the transformation is to significantly enhance the user experience for Trust staff, grantees, and donors. This shift is central to The Trust’s strategic growth and modernization, requiring a solid understanding of enterprise systems, data architecture, and process optimization.This role requires strong technical expertise to guide the evaluation, customization, and implementation of digital solutions that streamline operations; balance a keen sense of human dynamics; and drive effective collaborative work processes. The Project Director will manage vendor and consultant relationships, oversee system integration, and ensure that digital tools are aligned with organizational needs and scalable for future growth. The Project Director will also serve as the chief promoter and facilitator of this digital transformation, which will require significant contributions from internal and external system experts, as well as a wide variety of stakeholders.A key responsibility will be to review and transform existing work processes by identifying system requirements, inefficiencies, designing improved workflows, and facilitating their adoption across departments. The Project Director will unite employees with varying levels of ERP and Customer Relationship Management (“CRM”) experience, fostering collaboration and ensuring consistent progress in the adoption of new systems. Reporting to the EVP, Chief Operating and Financial Officer, the Project Director will collaborate closely with the Senior Director of Administration and IT, the Controller and Assistant Treasurer, and key legacy ERP users to ensure a smooth and successful transition.Secondary Focus<ul><li>Strategic Initiatives (15% focus during the first three years; percentage to increase after year four): Supporting a range of collaborative efforts aligned with The Trust’s newly established strategic plan (e.g., Diversity, Equity, Inclusion, Belonging, and Accessibility). The Project Director will report to the President and work closely with the executive team and project owners of the strategic plan.&nbsp;</li><li>Workplace Transformation (starting in 2028): Lead a mission-aligned office relocation that reflects our identity and branding as a leading community foundation. &nbsp;Use workplace design strategies to focus on creating a modern, collaborative, and accessible space that serves as a hub for convening with employees, donors, grantees, and nonprofit partners. The Project Director will report to EVP, Chief Operating and Financial Officer, and collaborate with the Senior Director of Administration and IT, as well as senior leadership.</li></ul>Key ResponsibilitiesProject Management<ul><li>Ensure all initiatives adhere to the established structure, including clearly defined roles, responsibilities, and decision-making frameworks established by the President and EVP, Chief Operating and Financial Officer.&nbsp;</li><li>Utilize project management tools to develop and maintain comprehensive dashboards, project plans, timelines, budgets, performance metrics, and resource allocations across all workstreams for the President and executive team. Continuously update project plans to reflect evolving priorities and workflows, supporting periodic updates for the Distribution Committee and its subcommittees.</li><li>Analyze and synthesize diverse project documentation to define the scope and identify key data points. Review and edit documentation to ensure clarity, consistency, and alignment with internal branding requirements.</li><li>Provide updates on project progress to staff leads, senior leadership, executive team members, and the President as needed. Identify, assess, and mitigate project risks and propose recommendations and contingency plans to the President and EVP, Chief Operating and Financial Officer.</li><li>Schedule project meetings to foster transparent and ongoing communication and collaboration among cross-functional teams. Proactively follow up with team members to maintain momentum and address any challenges that may arise.</li><li>Develop meeting agendas, draft notes, and facilitate discussions on next steps and upcoming deliverables.</li><li>Establish adoption metrics to evaluate project effectiveness and inform strategic decision-making.</li></ul>Employee Engagement and Proactive Communication<ul><li>Develop project-related presentations and memorandums for leadership. Develop communication plans, training programs, and staff engagement initiatives to facilitate change and transition.</li><li>Build meaningful and authentic relationships with staff across departments, gain insight into their role and history at The Trust, current needs, and how existing initiatives intersect and impact their department operations.</li><li>Serve as a proactive and enthusiastic change leader, fostering open communication and continuous feedback during organizational transitions. Demonstrate optimism, adaptability, and a solution-oriented mindset to inspire teams and ensure project momentum, even when navigating challenges.</li><li>Foster strong staff engagement and alignment by proactively supporting clear communication and collaboration. Use sound judgment and discretion to constructively address any challenges, ensuring a positive and cohesive team environment.</li><li>Recognize and celebrate cross-functional team achievements to improve morale and engagement.</li></ul>Requirements<ul><li>Bachelor’s degree in Information Systems, Computer Science, Business Administration, Project Management, or a related field.</li><li>At least 10 years of work experience in project management or related roles, preferably in large-scale multi-year initiatives that require collaboration with cross-functional teams, including leading or supporting ERP system implementations.</li><li>Strong knowledge of ERP/CRM systems (e.g., Salesforce, Sage Intacct, or related), system integration, and digital platforms.</li><li>Proficiency in Project Management tools (e.g., Jira, Asana, Clickup, MS Project)&nbsp;</li><li>Certifications in ERP or Project Management (e.g., PMP, PgMP, Agile, Six Sigma) preferred.</li><li>Familiarity with philanthropic and nonprofit operations is a plus.</li></ul>Core Competencies<ul><li>Exceptional interpersonal and leadership skills to work with cross-functional teams and navigate complex team dynamics and processes with diplomacy and tact.</li><li>High level of emotional intelligence (EQ) with confidence, credibility, and poise in various settings, and active listening skills and empathy to understand different perspectives.</li><li>Effective conflict resolution skills to build team cohesion, minimize project delays, and strengthen stakeholder relationships—critical for delivering complex and technical projects on time and within scope.</li><li>Independently manage and oversee multiple concurrent projects and tasks with competing deadlines, often with limited supervision.</li><li>Self-motivated, resourceful, focused, and adaptable in a fast-paced, mission-driven work environment.</li></ul>COMPENSATIONThe starting salary range for this position is $165,000 to $190,000, based on experience and qualifications. This range is informed by market data for comparable roles in both the philanthropic and broader nonprofit sectors. The Trust is committed to internal equity and transparency in compensation, ensuring salaries reflect our values and the contributions of each employee.The position is on-site at our New York office, and we adhere to a hybrid work model (four days in the office and one remote, seasonal remote weeks, and flexible remote days during the year). The Trust offers excellent benefits, including a pension plan, an 8% employer contribution to a 403(b)-retirement plan, partially subsidized medical insurance coverage &amp; tiered medical plan offerings, generous paid time off, fully paid family bonding leave, and other benefits.HOW TO APPLYPlease apply through The Trust's HRIS platform, <a href="https://recruiting.paylocity.com/Recruiting/Jobs/Details/3455868" target="_blank">Paylocity</a>. Please upload your cover letter and resume as one PDF document.&nbsp;The Trust is an Equal Opportunity Employer and does not discriminate based on age, color, national origin, ethnic origin, citizenship status, disability, race, religion, creed, gender, sex, sexual orientation, gender identity and expression, marital status, veteran status, or any other characteristic protected by federal, state, or local law in its recruitment and employment policies. In addition, The Trust will provide reasonable accommodations for qualified individuals with disabilities. We are committed to DEIBA initiatives and identifying qualified candidates to support The Trust's mission, vision, and values.&nbsp;In compliance with federal law, all individuals hired must verify their identity and eligibility to work in the United States and complete the required employment eligibility verification document form upon hire. &nbsp;

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