field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

Job Title Periop Operational Coordinator/UKHC Requisition Number NR12727 Working Title Periop Operational Coordinator- Chandler OR Department Name H3320:Perioperative Services Work Location Lexington, KY Grade Level 11 Salary Range $26.00-45.70/hour Type of Position Staff Position Time Status Full-Time Required Education ADN Required Related Experience 4 yrs Required License/Registration/Certification Registered Nurse (RN) Physical Requirements The essential functions for this position include the ability to lift, carry, push, and pull 50-100 pounds occasionally and 25-50 pounds frequently; as well as stand, walk and sit for long periods of time. Shift WEPP Nights: Friday and Saturday Job Summary This position is for the Chandler OR. This role has responsibility for day to day operations of running the unit and facilitating the procedures/cases planned for the day. Facilitating the patient schedule includes assigning staffing, working with the surgeons/proceduralists and boardrunner to coordinate timely, safe care. Time management, attention to detail and collaborative, respectful communication are key skills required for the role. Skills / Knowledge / Abilities Does this position have supervisory responsibilities? No Preferred Education/Experience 3 years of operating room experience preferred. Deadline to Apply 07/07/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Periop Operational Coordinator/UKHC

Job Title Periop Operational Coordinator/UKHC Requisition Number NR12782 Working Title Operational Coordinator- Endo Department Name H6200:Diagnostic Services Work Location Lexington, KY Grade Level 11 Salary Range $26.00-45.70/hour Type of Position Staff Position Time Status Full-Time Required Education ADN Required Related Experience 4 yrs Required License/Registration/Certification Registered Nurse (RN) Physical Requirements The essential functions for this position include the ability to lift, carry, push, and pull 50-100 pounds occasionally and 25-50 pounds frequently; as well as stand, walk and sit for long periods of time. Shift 3 12-hour shifts with some required call Job Summary This position has responsibility for day to day operations of running the unit and facilitating the procedures/cases planned for the day. Facilitating the patient schedule includes assigning staffing, working with the surgeons/proceduralists and boardrunner to coordinate timely, safe care. Time management, attention to detail and collaborative, respectful communication are key skills required for the role. Skills / Knowledge / Abilities Critical thinking skills Does this position have supervisory responsibilities? No Preferred Education/Experience BSN Deadline to Apply 07/07/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Job Title Substance Use Nurse Coordinator Requisition Number RE50786 Working Title Department Name 7H090:CENTER ON DRUG &amp; ALCOHOL RESEA Work Location Lexington, KY Grade Level 46 Salary Range $52,021-85,800/year Type of Position Staff Position Time Status Full-Time Required Education BSN Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 4 yrs Required License/Registration/Certification Registered Nurse (RN) Physical Requirements Sitting and walking for long periods of time, performing tasks with repetitive motions (typing/clicking on computer) Shift Monday – Friday, 8:00 am – 4:30 pm Job Summary The Substance Use Nurse Coordinator position will provide non-clerical and clinical support to patients and their family members to coordinate administrative matters, appointments, services, resources, and schedules related to the care provided within the First Bridge Clinic located in the Center for Drug and Alcohol Research. The position also will provide risk reduction services, including opioid overdose education with naloxone distribution and training; assisting providers in caring for complex patients with opioid use disorder; assistance with obtaining prior authorizations, and administration of long-acting FDA-approved medications as well as collect data and assume responsibility for process improvement and state/other reporting. Skills / Knowledge / Abilities Specialization in substance use, mental health, or barriers to care is a plus Does this position have supervisory responsibilities? No Preferred Education/Experience BSN Deadline to Apply 07/15/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Substance Use Nurse Coordinator

Job Title Customer Services Coordinator/UKHC Requisition Number RE50229 Working Title DME Customer Service Representative/UKHC Department Name H5000: CHANDLER - RETAIL PHARMACY Work Location Lexington, KY Grade Level 07 Salary Range $17.50-27.31/hour Type of Position Staff Position Time Status Full-Time Required Education HS Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 3 yrs Required License/Registration/Certification None Physical Requirements The ability to lift, carry, push and pull objects up to 25 pounds on a daily basis, kneel and bend, reach above shoulder level as well as stand, walk, and sit for extended periods of time. Tasks will involve repetitive motion. Shift Primarily day shifts;may include weekends and holidays. Hours and days of the week subject to change based on needs of dept. Job Summary Seeking dependable, full-time, self-motivated, experienced front office customer service representative to represent the UK DME business in a professional and courteous manner in all interactions with patients and other healthcare professionals. Position is responsible for answering phone calls/faxes, emails, greeting patients, routing patient referrals to the correct individual(s) in the DME business, establishing and maintaining accurate patient records, collecting payments for products and services delivered, assisting with preparing and securing Certificates of Medical Necessity (CMNs), and other administrative tasks as assigned. The successful person in this position will be organized, have excellent attention to detail, be able to evaluate options and make efficient decisions, and be dedicated to quality patient care. Skills / Knowledge / Abilities The ideal candidate will have medical office or billing experience, experience with insurance verification, and/or familiarity with DME equipment and DME patient management software. Experience interpreting/processing explanation of benefits (EOB) and insurance denials, ability to resolve past due claims, and knowledge of insurance payer specific prior authorization requirements is preferred. Does this position have supervisory responsibilities? No Preferred Education/Experience Computer/Microsoft Office Suite experience, strong customer service skills, excellent organizational and time management skills. Deadline to Apply 07/08/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Customer Services Coordinator/UKHC

The hiring range for this role is: &nbsp;60,122.68 - 88,993.11This is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting.&nbsp; We may ultimately pay more or less than the hiring range andthis hiringrange may also be modified in the future. A candidate’s position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.&nbsp;This job is also eligible for annual bonusincentivepay.We offer a comprehensive package of benefits including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.Job Description Summary: The role supports overall governance and workgroup business operations, administration, training, and issue resolution. It is responsible for quality assurance, process improvements, managing small-scale projects, and contributing to the overall quality and value of governance and workgroup operations. The role involves extensive interaction with Plan staff, including executive-level staff and external partners, and provides executive support to the former CEO.Responsibilities include but are not limited to:Workgroup Operations:<ul><li>Administer and support BCBSA Workgroups, including research and complex inquiries.</li><li>Serve as a subject matter expert/administrator for applications/processes</li><li>Manage workgroup membership and audit programs.</li><li>Develop relationships with internal and external customers.</li><li>Document and communicate status and issue resolution.</li></ul>Governance Operations:<ul><li>Administer and support key business operations.</li><li>Manage the schedule for governance meetings.</li><li>Coordinate activities, identify conflicts, and secure necessary quorums.</li><li>Manage the BCBSA Executive Directory process.</li></ul>BCBSA Customer Complaint Process:<ul><li>Manage member complaints received via various channels.</li><li>Handle Protected health information/Personally identifiable information documentation unwaveringly according to Health insurance portability &amp; accountability act regulations.</li><li>Ensure appropriate issue escalation and resolution.</li></ul>Ad Hoc Requests/Projects:<ul><li>Support various projects and provide executive support to the former CEO.</li><li>Assist BCBSA Human Resources senior management with the Compensation Subcommittee.</li><li>Performs other duties as assigned</li><li>Complies with all policies and standards</li></ul>Required Education, Certifications and Experience:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Educational:• Preferred - Bachelor's Degree or equivalent experienceExperience:• Required - 3+ YearsKnowledge, Skills, and Abilities• Proficient organizational and project management skills.• Ability to prioritize multiple initiatives.• Excellent communication and relationship-building skills.• Experience with BoardVantage preferred• Experience with ServiceNow Preferred• Experience with Learning Management Systems preferred#LI_HYBRID

Blue Cross Blue Shield Association

Operations and Governance Associate Consultant

<h3>Job Description:</h3>The RoleAre you a self-starter and committed to delivering results that delight customers with outstanding customer solutions?We are seeking someone who enjoys working with internal and external teams to deliver outstanding Cash Management products and services! The associate will focus in the Cash and Money Movement Product Area within the Payments/Cash Management Squad, part of the Business Enablement Chapter.Responsibilities of the job will include the following:<ul><li>Working on key initiatives related to modernizing the experience and innovating new mobile experiences related to cash and payments.</li><li>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements</li><li>Participating in and leading readiness and rollout activities related to production releases</li><li>Performing business testing focused on new functionality, operational processes, and end user experience</li><li>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities</li><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs</li><li>Helping to conduct key research and analysis to prioritize squad work</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree with minimum of 6-10 years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with cash management and/or card experience is a plus</li><li>Familiarity with Agile process &amp; tools including possessing good story-writing skills. Synthesizing requirements and business needs into full Agile stories</li><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work. Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends</li><li>Embrace working within a team of associates with a diverse skill set, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners</li><li>Proven experience in product management, project management, analysis, and process improvement</li><li>Possesses the ability to work &amp; act independently, multi-task, influence others, and maintain a positive can-do demeanor. Tight-knit collaboration, communications, organization, and presentation abilities</li><li>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel</li></ul>The TeamFidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Fidelity Investments

Director/Consultant, Cash Management/Business Enablement

<h3>Job Description:</h3><h3>The Role</h3>The Vice President, FIA Product and Carrier Management leads a team with three primary business focuses:<ul><li>Leads all aspects of the development and ongoing support for FIA annuity, life, and hybrid long term care product solutions, including both proprietary and non-proprietary products. Assesses the landscape to align with customer needs in determining opportunities to grow and improve the suite of solutions offered. Provides full product management support, using internal and external opportunities to promote the products as key solutions available through Fidelity as part of an advisor led or digital experience.</li><li>Leads the team who provides oversight and coordination of carrier partners on our Fidelity Insurance Network (FIN) platform.</li><li>Partners closely with the Commercialization and Go to Market team to drive client awareness and engagement regarding FIA solutions using both internal and external strategies.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Leading a team across multiple sites (MA, RI, NH), drive the growth of each product line through the complete range of product oversight, development, management, and monitoring</li><li>Understand demographic and product trends to assess new business opportunities in FIA products and develop cases for new features to better serve Fidelity's customers and drive sales in all channels.</li><li>Drive and leverage thought leadership and collaborate closely with Sales Distribution as well as cross-Fidelity to position products in client planning interactions to help enable better client financial outcomes</li><li>Oversee the relationships of our eight (8) key FIN partners. This includes regular and ongoing communication around key initiatives and opportunities, industry trends, as well as quarterly and annual partnership meetings</li><li>As a securities’ licensed Registered Principal, review and approve all customer-facing content.</li><li>Build and maintain strong relationships with FIA business partners - Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations</li><li>Be an effective contributor and role model for teamwork across the Fidelity organization.</li></ul><h3>Skills and Education</h3><ul><li>Bachelor's degree or equivalent experience, MBA a plus</li><li>15+ years financial industry with demonstrated knowledge, and experience with, annuity and insurance products highly desired</li><li>Consistent track record in financial services product management and carrier relationship management.</li><li>FINRA series 7 and 24 or 6 and 26 license; or willing to obtain within 120 days of hire</li><li>Strong knowledge of financial services, investing and retirement income planning</li><li>Strong influencing skills</li><li>Excellent verbal communication skills and presentation abilities</li><li>Effective in a team-orientated environment</li><li>Please note that this is not an Agile product owner or product development role.</li></ul>Company OverviewAt Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.<h3>Certifications:</h3>Series 06 - FINRA, Series 07 - FINRA, Series 24 - FINRA, Series 26 - FINRA<h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

VP, FIA Product and Carrier Management

<h3>Job Description:</h3>Job Description: At Fidelity’s Artificial Intelligence Center of Excellence (COE), you won’t be just tinkering around the edges, you’ll be building critical solutions that will benefit our clients for years to come. We work closely with business stakeholders, collect requirements and deliver high value AI/ML solutions that drive customer and business value. Those of us who love to work with data see this as the pinnacle of opportunities that you cannot find anywhere else in the industry. The AI COE is seeking a Senior Data Scientist with experience in Conversational AI, Generative Large Language Models, Natural Language Processing, Machine learning, various deep learning related technologies, predictive and prescriptive analytics. The Expertise You Have <ul><li>PhD in Computer Science with extensive research papers on Natural Language Processing, OR Master’s Degree in Computer Science, Statistics, Data Science or similar technical discipline with at least 3 years relevant professional experience </li></ul><ul><li>Deep understanding of Machine Learning, Deep Learning algorithms, and Large Language Models both in terms of application and training ground up. </li></ul><ul><li>Understanding of fundamental NLP and machine learning algorithms – classification, summarization, semantic parsing, question answering </li></ul><ul><li>Familiarity with running machine learning models from HuggingFace and other popular libraries. Understanding different LLMs and their pros and cns. </li></ul><ul><li>Familiarity with the application and training of open-source generative large language models – e.g., prompt engineering, prompt-tuning, instruction fine-tuning </li></ul><ul><li>Knowledge of most of the following quantitative fields: Natural Language Processing, Information Retrieval, Machine Comprehension, Question Answering/Conversational AI, Reinforcement Learning, Knowledge Graph, Causal Inference, and Design of Experiment </li></ul><ul><li>Statistical and data science programming skills, such as Python and R </li></ul>The Skills You Bring <ul><li>Experience in Big Data, search, NLP, Large Language models (LLM), and familiarity with training, fine-tuning, adapting LLMs. </li></ul><ul><li>Knowledge of Deep Learning and related tools such as TensorFlow, PyTorch and packages such as Huggingface Transformers. </li></ul><ul><li>Experience deploying NLP solutions in a commercial environment </li></ul>The Value You Deliver <ul><li>Manage and guide data science and data engineering elements of AI projects </li></ul><ul><li>Set a strategic direction for data identification, collection and qualification activities </li></ul><ul><li>Lead data analysis for multiple projects with diverse scope and complex business and technical challenges across several business units and functions </li></ul><ul><li>Implement new technologies in a production environment with product, IT, and data engineering teams </li></ul><ul><li>Present reports and findings to senior level technical and non-technical audiences </li></ul>Certifications: <h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Senior Data Scientist

<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 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Financial Consultant - Raleigh, NC

<h3>Job Description:</h3>This job requires you to live in the Greater Philadelphia, PA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.com<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

1,040 Project Management / Professional Services Jobs