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<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>The base salary range for this position is $59,000 - $74,000 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 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Investment Consultant - Washington, D.C.

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

Financial Consultant - Ft. Myers/Naples FL

Company Description<br><p>By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.</p><p><strong>Why join the Harvard Graduate School of Design?</strong></p><p>The Harvard University Graduate School of Design (GSD) educates leaders in design, research, and scholarship to make a resilient, just, and beautiful world. The GSD offers an unparalleled setting for interaction through the combination of disciplines—architecture, landscape architecture, urban planning and design, design engineering, real estate and housing—with an emerging research program and a robust public program of lectures and exhibitions.</p><br>Job Description<br><p><strong>SUMMARY:&nbsp;</strong></p><p>The Harvard Graduate School of Design (GSD) educates design, research, and scholarship leaders to make a resilient, just, and beautiful world. The GSD offers degree programs across a range of design disciplines—architecture, landscape architecture, urban planning, urban design, design engineering, and real estate—as well as advanced research programs that cut across these disciplines and a robust public program of lectures, exhibitions, and publications. The immense variety of people, programs, and ideas at the School sustains a vibrant and rich environment for learning, inquiry, and collaboration, unlike any other design school. For more information about Harvard GSD see: <a href="https://www.gsd.harvard.edu/" target="_blank">https://www.gsd.harvard.edu/</a>  &nbsp;&nbsp;</p><p><strong>NOTE: This position is a benefits eligible, 1/2 time (17.5 hours/week) Term appointment for 1 year with the possibility of continuation depending on funding.&nbsp;</strong></p><p>Reporting to the Director of the Center for Green Buildings and Cities, the Interdisciplinary Research Program Coordinator supports the coordination and success of this interdisciplinary initiative. This dedicated team member will organize biweekly meetings co-led by thrust representatives, ensuring regular progress updates, cross-team alignment, and timely course corrections. This individual will serve as a central point of communication, facilitating effective information sharing across the project’s three integrated research thrusts—advanced thermal materials, intelligent building-scale systems, and cooperative urban-scale energy management.&nbsp;</p><p>They will also be responsible for drafting internal and external reports that document project milestones, synthesize research outcomes, and communicate progress to key stakeholders. In addition to supporting integration across disciplines, this team member will facilitate collaboration with industry partners, ensuring that practical insights from the field inform the design and scalable deployment of project innovations.&nbsp;</p><p>They will also coordinate the preparation and submission of proposals for extramural funding, helping to sustain and expand the project’s research and implementation efforts. This role is essential to advancing the project’s mission of scaling HouseZero®-inspired innovations into interconnected, energy-efficient communities and delivering impactful, real-world solutions to climate challenges.&nbsp;</p><p><strong>TYPICAL DUTIES AND RESPONSIBILITIES:&nbsp;</strong></p><ul><li>Facilitate Cross-Team Coordination: Organize and co-lead biweekly meetings with representatives from each of the three research thrusts to ensure progress tracking, cross-team alignment, and timely decision-making.&nbsp;</li><li>Serve as a Communication Hub: Maintain clear and consistent information flow among research teams, leadership, and partners.&nbsp;</li><li>Documentation &amp; Reporting: Draft comprehensive internal and external reports to document milestones, synthesize outcomes, and communicate progress to stakeholders.&nbsp;</li><li>Stakeholder Engagement: Collaborate with industry partners and external stakeholders to integrate practical insights into the research and deployment strategy.&nbsp;</li><li>Proposal Development: Coordinate the preparation and timely submission of proposals for extramural funding to sustain and expand the initiative.&nbsp;</li><li>Strategic Integration: Ensure cohesion across the three research thrusts, advancing interdisciplinary collaboration and impact.&nbsp;</li><li>Mission Advancement: Help scale HouseZero®-inspired innovations into energy-efficient, interconnected communities that deliver real-world climate solutions.&nbsp;</li></ul><p><strong>SUPERVISORY RESPONSIBILITIES:&nbsp;&nbsp;</strong></p><ul><li><p>There are no supervisory responsibilities associated with this position&nbsp;</p></li></ul><p><strong>PHYSICAL REQUIREMENTS:&nbsp;</strong></p><ul><li><p>Applicants must be able to perform typical office tasks, including sitting for extended periods, using standard office equipment, and occasionally lifting up to 20 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.&nbsp;</p></li></ul><p><strong>WORK ENVIRONMENT:&nbsp;&nbsp;</strong></p><ul><li>This is an in-person role based in Cambridge, MA. The work is mainly performed in an office setting.&nbsp;&nbsp;</li><li>Candidates must have employment authorization to work in the US, and we regret that we cannot sponsor a VISA.&nbsp;</li></ul><br>Qualifications<br><p><strong>BASIC QUALIFICATIONS:&nbsp;</strong></p><ul><li>Experience leading or coordinating complex, multi-stakeholder research initiatives, particularly those involving sustainability, climate resilience, or urban systems.&nbsp;</li><li>Proven ability to synthesize interdisciplinary research and produce accessible technical and non-technical reports.&nbsp;</li><li>Strong leadership, facilitation, and organizational skills; experience managing collaborative teams and meetings.&nbsp;</li><li>Excellent written and verbal communication skills, including grant writing and report preparation.&nbsp;</li><li>Familiarity with extramural funding processes and experience coordinating successful proposals.&nbsp;</li><li>Demonstrated ability to work across disciplinary boundaries and with external industry partners.&nbsp;</li><li>Please note that to be considered for this position, a cover letter and resume are required with the submission of your application. Candidates must have employment authorization to work in the US, and we regret that we cannot sponsor a VISA.&nbsp;</li></ul><p><strong>ADDITIONAL REQUIREMENTS:&nbsp;</strong></p><ul><li>Doctoral degree in engineering, architecture, urban planning, environmental science, energy systems, or a closely related interdisciplinary field, strongly preferred.&nbsp;</li><li>Subject matter knowledge in one or more of the initiative’s core focus areas: advanced thermal materials, intelligent building-scale systems, or urban-scale energy management.&nbsp;</li><li>Experience in interdisciplinary or systems-level research at the nexus of building design, sustainable technologies, and urban development.&nbsp;</li><li>Familiarity with real-world implementation of research-based innovations in the built environment.&nbsp;</li></ul><br>Additional Information<br><p>​​​​​​<strong>​​​​​Please note that to be considered for this position, a cover letter and resume are required with the submission of your application.&nbsp;</strong></p><ul><li><strong>Appointment End Date:&nbsp;</strong>This position is a Term appointment for up to three years depending on funding.&nbsp;</li><li><strong>Standard Hours/Schedule: </strong>17.5 hours per week</li><li><strong>Visa Sponsorship Information: </strong>Harvard University is unable to provide visa sponsorship for this position</li><li><strong>Pre-Employment Screening: </strong>Identity.</li></ul><p><strong>Work Format Details</strong></p><p>This position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;</p>
<p><strong>Salary Grade and Ranges</strong></p><p>This position is salary grade level 055. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;</p>
<p><strong>Benefits</strong></p><p>Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;</p><ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul><p>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;</p>
<p><strong>EEO/Non-Discrimination Commitment Statement</strong></p><p>Harvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.</p><p>Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.</p>

Harvard University FAS Human Resources

Interdisciplinary Research Program Coordinator

<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>The base salary range for this position is $59,000 - $74,000 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>Sales

Investment Consultant - San Jose, CA

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $105,000 - $145,000 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 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Highland Park, IL

<h3>Job Description:</h3><p><strong>The Role</strong><br>The Asset Management Senior Risk Manager will support general risk oversight for Digital Assets, Equity, High Income, Fixed Income, Managed Accounts, and Asset Allocation Investment Teams, with a focus on blockchain and cryptocurrency related business capabilities, products, and services. Responsibilities include gathering industry data, analyzing market trends, assessing internal processes, developing tools to measure and monitor for operational risks, and designing plans to mitigate potential risks that could adversely impact Fidelity, our clients, or associates. </p><p>This role will be accountable for analyzing end-to-end processes, assessing related data and controls to identify potential risks, performing targeted data-driven risk assessments, and developing risk management reporting using data visualization tools.</p><p><strong>The Expertise and Skills You Have</strong></p><ul><li>3-5 years of experience; prior experience in an operating role in the crypto industry, at a top-tier management consulting firm, an asset management / private equity / venture capital firm, or in investment banking </li><li>Extensive experience with blockchain technology and digital assets, along with an understanding of their technical underpinnings</li><li>In depth knowledge of data analysis techniques and visualization tools (e.g., Tableau)</li><li>Extensive project management experience</li><li>SQL and Python programming experience a plus</li><li>Bachelor’s degree required</li><li>CFA and/or FRM certifications a plus</li><li>Strong data analysis skills (e.g., tools, strategies) with proven experience querying and analyzing large data sets and assessing outcomes</li></ul><ul><li>Skilled at operating autonomously to achieve results in a dynamic environment</li><li>Thrives in a dynamic organization where priorities shift to respond to business</li><li>Superb verbal and written communications skills</li><li>Ability to build executive level presentations and data visualizations</li><li>Outstanding relationship management skills; customer service orientation</li><li>Strong collaborator; able to develop and maintain working relationships with peers</li><li>Ability to influence others to get the job done and partner with other areas of Fidelity</li></ul><p><strong>The Team</strong><br>Asset Management Risk provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Senior Manager, Asset Management Risk, Cryptocurrencies & Digital Assets

<p><b>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</b></p><p>As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.</p><p>Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!</p><p>Interested in this position? Apply online and create a personal candidate account!</p><p><b>Current Employees of </b><b>NeighborHealth</b>- Please use our internal careers portal to apply for positions.</p><p>To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.</p><p><b>Time Type: </b></p>Full time<p><b>Department: </b></p>Pediatrics<p><b>All Locations: </b></p>10 Gove Street – Taylor Building<p><b>Position Summary: </b></p>As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth.  As a member of the Patient Access Team you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience.  The Patient Access Coordinator will be expected to book, cancel, reschedule, and check out appointments and answer phones according to the Registration department guidelines.Essential Duties and Responsibilities:<ul><li>Check-out appointments and create follow up visits or recalls.</li><li>Book, cancel and/or reschedule appointments as needed for patients walking in.</li><li>Answer Phones.</li><li>Document clear and concise telephone encounters or RX refill request and route appropriately.</li><li>Navigate and document in the Electronic Medical Record (Epic), to access relevant and appropriate information.</li></ul><p>Qualifications and Requirements:</p><ul><li>HS Diploma/GED.</li><li>Minimum of 1 year customer service and/or administrative experience.</li><li>Excellent written and verbal communication, judgement and problem solving skills.</li><li>Bilingual fluency Spanish/English required.</li><li>Knowledge of medical terminology and experience working with electronic medical record technology a plus.</li><li>Proficient in Microsoft Office Suite.</li></ul><p>Benefits:</p><ul><li>Medical, dental, and vision coverage.</li><li>Life and disability insurance.</li><li>401(k) retirement plan.</li><li>Tuition reimbursement.</li><li>Flexible spending and transportation accounts.</li><li>Paid holidays, vacations, sick, and personal time.</li><li>Generous staff development benefit.</li><li>Excellent malpractice coverage.</li><li>Pet insurance.</li><li>And much more.</li></ul><p>Pay Range:</p><p>19.55 up to 29.33 based on experience</p><p><b>EEO &amp; Accommodation Statement:</b></p><p>NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your request</p><p><b>Federal Trade Commission Statement:</b><br>According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.</p><p><b>E-Verify Program Participation Statement:</b></p><p>NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.</p>

NeighborHealth

NeighborhoodHealth

Coordinator, Patient Access

<p><strong>Life &amp; Annuity Compliance Workflow Coordinator</strong></p><h5><strong>Company Summary</strong></h5><p>Come join one of America’s fastest growing insurance companies with a stable history of over 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><h5><strong>Role Summary&nbsp;&nbsp;&nbsp;&nbsp;</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h5><p>Are you looking to begin your Compliance career with an opportunity to join Life &amp; Annuity Compliance?&nbsp; We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about Compliance and how what we do applies to other organizational processes.</p><p>The successful candidate will become part of the Regulatory &amp; Risk Guidance (“R&amp;RG”) team and will complete routine assignments to coordinate the workflow of all four Life &amp; Annuity Compliance teams and perform anti-money laundering (“AML”) transaction monitoring processes.&nbsp; In this role you will primarily communicate with your immediate supervisor, other team leaders, and peers.&nbsp;</p><p>As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey.&nbsp; The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><ul><li>Accountable for the daily intake, logging, and assignment determination of all incoming Life &amp; Annuity Compliance advertising requests, complaints, sales practice referrals, and fraud referrals.</li><li>Contribute to the research, analysis, solution, and response to AML transaction monitoring applying acquired skills and theoretical knowledge to standard procedures.</li><li>Use knowledge and skills for routine and ad-hoc tasks within internally established time standards.</li><li>Work under general supervision with work reviewed periodically.</li><li>Build relationships with internal peers.</li><li>Handles routine assignments and identifies the need for exception to standard practices.</li><li>Understands NLG values and Servant Leadership Tenets and actively integrates principles into daily work life.</li><li>All other duties as assigned.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>3 years Total Combined post-secondary education and relevant work experience.<ul><li>3 or more years related work experience and a High School Diploma, OR</li><li>1 or more years related work experience and an Associate's Degree, Technical/ Trade School Certificate, or 2 or more years college-level coursework.</li></ul></li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to provide exceptional customer service through empathy, listening, and understanding client needs.</li><li>Demonstrate tact and professionalism and the ability to interact with individuals.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work in a fast-paced environment, with a high degree of accuracy.</li><li>Ability to maintain confidentiality on sensitive matters.</li><li>Strong organizational, time management, qualitative, and analytical skills.</li><li>Effectively work in a team environment, closely collaborating with multiple teams and peers.</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul><br><h5><strong>Preferred Qualifications</strong></h5><ul><li>Basic fixed life insurance and annuity experience.</li></ul><h5><strong>Benefits</strong></h5><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Compliance Coordinator/Sr. Compliance Coordinator

<h3>Job Description:</h3><p><strong>Vice President, Asset Class Lead -- Alternatives Compliance Team</strong></p><p><strong>The Role</strong></p><p>Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound mentorship and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry. Your responsibilities include:</p><ul><li>Actively participate in the development and support of an Alternatives compliance program and be the lead compliance subject matter expert for liquid alternatives</li><li>Provide ongoing management of Alternatives compliance program as one of the AMC subject matter experts in Alternatives compliance team</li><li>Support Compliance Operations, Reporting and Data considerations</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><p><strong>Expertise You Bring</strong></p><ul><li>Minimum years of work experiences: Bachelors or equivalent with 12+ years of asset management compliance experience or Masters with 10+ years of asset management compliance experience;</li><li>Strong background in fund formation for alternatives as well as operational, distribution, and compliance matters;</li><li>Experience with various asset classes including hedge funds, managed futures funds, liquid alternatives, Business Development Companies, private equity, private credit, real estate;</li><li>Solid understanding of the asset management laws and regulation, including the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Commodity Exchange Act of 1936, the Commodity Futures Modernization Act of 2000, the related SEC, CFTC and NFA rules and regulations as well as knowledge of industry practices relating to alternative investments.</li></ul><p><strong>Primary Responsibilities</strong></p><ul><li>As one of the AMC subject matter experts and member of the Alternatives compliance team provide oversight and guidance to investment teams and business leaders as Fidelity grows its alternatives business through:</li></ul><p>•  the development and evolution of an Alternatives compliance programs;</p><p>•  support Alternative’s investment strategies, partnering with internal leadership and product development teams;</p><p>•  ongoing management of Alternatives compliance program as one of the AMC subject matter experts.</p><ul><li>Support the product development groups as well as the various stakeholders including Legal, Treasurers Office, AM Risk in launching new alternatives offerings (assess compliance impacts to new offerings, review of offering docs);</li><li>Develop and maintain a robust compliance program that fits and evolves around the Alts businesses (policies enhancements, new procedures);</li><li>Assists with the growth and development of the compliance team;</li><li>As an asset class lead, be a compliance point of contact for various Fidelity teams engaged in Alternative’s business lines;</li><li>Provide oversight and guidance to investment teams and business leaders of the Alts business (co-investment requirements, season &amp; sell, VCOC, etc.);</li><li>Provide compliance support and oversight of various aspects to Fidelity’s registered and private funds and investment advisory services;</li><li>Support the alternatives compliance review of marketing materials;</li><li>Provide oversight as one of the leaders and the contact person for the investment teams on matters involving conflicts management.</li></ul><p><strong>The Team</strong></p><p>The Alternatives Compliance team is a part of AMC and provides oversight and guidance to investment teams and business leaders as Fidelity grows and evolves its Alternatives business. Team is responsible for developing and maintaining a robust compliance program that fits and evolves around the Alternatives business and provides compliance support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, and hybrid funds, insurance-related products. We also support Fidelity Alternatives Funds Board. We interact frequently with Fidelity portfolio management teams and product development groups as well as Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations.</p>The base salary range for this position is $125,000-258,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Vice President, Asset Management Compliance

<h3>Job Description:</h3><p><strong>Vice President Relationship Management</strong></p><p><strong>The Role</strong></p><p>Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.</p><p>In this role, the VP, Head of Relationship Management will partner with the broad management team to help enhance partnerships, shape the strategy, and develop a roadmap to continue to advance and evolve the business. You will provide leadership, coaching and training for a global team of Relationship Managers focused on driving deeper relationships, client loyalty, retention and business growth. </p><p>Your leadership will help Fidelity Digital Assets® organically grow our business and increase share of wallet, shape the future of our organization, and build strategies to ensure our Clients and Associates are successful.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Proven professional success in building and leading an institutional relationship management team and driving sales growth at a bank, broker-dealer or other financial or digital asset institution with a preference for technology-led services. </li><li>A minimum of 15 years of relevant financial services experience, global experience is a plus Passion, curiosity, and expertise knowledge of the Digital Assets ecosystem</li><li>5+ years people management experience that maximizes geographically disperse team performance and development, ideally in a financial operations setting</li><li>Ability to engage with Institutional Client executives to ensure strategic alignment and deliver solutions that will drive maximum relationship value</li><li>Experience with oversight and supervision of complex operational processes</li><li>Proven ability to successfully build and manage relationships with demanding and complex clients, and essential internal and external business partners</li><li>Proven leadership skills, particular on teams in face-paced, collaborative environments</li><li>Expertise and experience leading in the Digital Assets space</li><li>Relationship management, listening, questioning and superior communication</li><li>Ability to work in ambiguity and set tone and pace for peers and team</li><li>Proven risk-management and problem resolution skills</li><li>Ability to recognize process inefficiency and recommend improvement opportunity.</li><li>You will work to deepen Client retention and engagement</li><li>Driving revenue by gaining additional share of wallet</li><li>Supporting Strategic Clients and client retention</li><li>Helping shape and advance our global relationship management strategy</li><li>Developing associates to grow in current role and toward future opportunities.</li><li>Connecting the team and each associate to the broader organization and driving collaboration</li><li>Using sound judgement and being a steady hand at the wheel through change</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The Relationship Management function operates in partnership with broader Fidelity Digital Assets® priorities. Our business is developing best in class products, services and platform capabilities for our institutional clients. As the digital assets asset class and regulatory landscape matures we are developing and shaping a business that defines the standard across both traditional finance and crypto natives cultures. You’ll work alongside product, strategy, marketing, business developing and technology to help bring this vision to life.</p>The base salary range for this position is $118,000 - $200,000 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><h3>Category:</h3>Relationship Management

967 Project Management / Professional Services Jobs