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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.Exam and Findings Management Manager – TechnologyThe Manager&nbsp;of Technology Exam and Findings Management&nbsp;will be responsible for managing&nbsp;Technology owned or impacted exams, audits, and reviews, and&nbsp;supporting the tracking of open findings, Management Action Plans (MAP), Matters Requiring Attention (MRA), and other regulatory or audit actions across Technology. The successful candidate will collaborate across lines of defense and organizations to manage, track, and report on open actions from audits, reviews, and/or exams to various stakeholders as well as provide consultative services on drafting MSIFs and findings remediation plans in collaboration with Technology SMEs. This position will report into the&nbsp;Director of Technology Exam and Findings Management of the Regional Information Security and Tech Supervisory Engagement team within the Technology Risk &amp; Information Security (TRIS) organization.Key responsibilities include:<ul><li>Manage American Express regulatory engagements, internal compliance audits, and external assessments for Technology programs, processes, and procedures</li><li>Respond to audit and examination requirements from both internal auditors and external examiners.</li><li>Understand and be able to develop, implement, and follow-through on the lifecycle components of an MRA.</li><li>Collaborate with Internal Audit Group, and 2nd&nbsp;line of defense partners to align data for reporting.</li><li>Track and report status of open findings, MAPs, MRAs for Technology across the three lines of business.&nbsp;&nbsp;</li><li>Provide understanding of results, findings, action plans, etc. to include plan activities, actions of coordination, priorities, steps, process, and timeline for monitoring.</li><li>Create and maintain an accurate flow of audit and exam information including schedules, results, and statuses.</li></ul>Minimum Qualifications:<ul><li>5+ years of Information Security or Technology Risk Management leadership experience.</li><li>Bachelor’s degree.</li><li>Experience working with Regulators and in complex regulated businesses.</li><li>Experience developing and reporting on project metrics to provide for various levels of an organization.</li><li>Leadership and team-building skills, with a consistent track record for successful delivery of projects.</li><li>Understanding of information security regulatory landscape.</li></ul>Preferred Qualifications:<ul><li>Security and risk certifications (risk and regulatory – CISA, CISM, CRISC)</li><li>Strong in risk management. Ability to link threats to risk tolerance and control effectiveness measurements.</li><li>Strong writing skills: the ability to frame messages for specific audiences and communicate information about complex issues to collaborators in a clear and easy to understand way.</li><li>Experience in information security disciplines with emphasis on vulnerability management, data protection, infrastructure security, application security, identity and access, incident management and data analytics.</li><li>Experience as an auditor in 2nd, 3rd, or regulatory spaces.</li><li>Experience working with a diverse audience, under tight deadlines, and negotiate successful outcomes to challenging problems.</li><li>Ability to work cross-functionally with Technology and Security teams.</li></ul>Salary Range: $110,000.00 to $190,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

American Express

Information Security Manager - Technology Exam and Findings Management

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City, UT or Westlake, TX. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li></ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday </li></ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

Fidelity TalentSource

Client Experience Specialist

<h3>Job Description:</h3>Donor Services SpecialistGot personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Donor Services team. As a Donor Services Specialist, you will be the primary point of contact for any service-related activities for Giving Account Holders, Financial Advisors and Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on.<h3>The Expertise We’re Looking For </h3><ul><li>Bachelor’s degree preferred</li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Purpose of Your Role</h3>Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with clients using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction - our donors are generously giving to non- profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!<h3>The Skills You Bring</h3><ul><li>Your proficient verbal and written communication skills required</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You are able to proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Shift is 9:30 AM - 6:00 PM MST, Monday – Friday. Business hours are 8:30 AM - 8:30pm EST, Monday-Friday.</li></ul><h3>The Value You Deliver</h3><ul><li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits</li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.</li><li>Interact with other internal Charitable business units as needed</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Deliver a great customer experience with each interaction</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.<h3>Company Overview </h3>At 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><h3>Category:</h3>Client ServiceFidelity’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.

Fidelity Investments

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to the Salt Lake City, UT regional Center.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship 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.

Director, Advanced Planning - REMOTE - Salt Lake City, UT

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/tx0gn13m/fid-2025-tpbs-fca-region2.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 6:30: MT am – 10:00pm MT<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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.

Financial Customer Associate - Salt Lake City

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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.

Fidelity’s Licensing Accelerator Program (SIE®) - Salt Lake City, UT

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, 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.

Customer Relationship Advocate Career Development Experience- Salt Lake City, UT

Qualifications: Excellent verbal communication skills&nbsp; Meet and greet students and parents&nbsp; Process registration forms and payment, prepare deposits&nbsp; Process refunds when necessary&nbsp; Create class lists for teachers&nbsp; Prepare spreadsheets, record keeping *In accordance with S-414/A-3188 (<a href="http://www.njleg.state.nj.us/2018/Bills/S0500/414_R2.HTM" target="_blank">http://www.njleg.state.nj.us/2018/Bills/S0500/414_R2.HTM</a>), school districts, charter schools, nonpublic schools, and contracted service providers (“employers”) are required to review the last twenty years of employment history of prospective employees to ascertain allegations of child abuse or sexual misconduct. It explicitly prohibits such employers from hiring a person serving in a position which involves regular contact with students unless the employer conducts a review of the employment history of the applicant by contacting former and current employers and requesting information regarding child abuse and sexual misconduct allegations. &nbsp;

Cherry Hill Township Board of Education

Summer Instructional Music Program - Coordinator Assistant (Anticipated Opening)

<h3>Job Description:</h3>Is it time to make new investments into your career?Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.What to expect…As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.The Skills You Bring<ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver<ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul>Our Investments in YouOur benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, 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.

9 Project Management / Professional Services Jobs in Utah