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<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>Series 07 - FINRA, Series 63 - 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>

Fidelity Investments

Financial Consultant - Boise, ID

<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><h3>Certifications:</h3><h3>Category:</h3>Risk<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>

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>

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

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-$210,000 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>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><h3>Certifications:</h3><h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP Head of Relationship Management

<h3>Job Description:</h3><strong>Principal Data Scientist</strong><p><strong>The Role</strong></p><p>Fidelity Workplace Investing is seeking a Data Scientist to support initiatives around healthcare personalization and customization. You will lead data science projects at the intersection of machine learning and healthcare, working with business partners, data engineers, software developers, and other data scientists. You will be a subject matter expert, guiding artificial intelligence roadmaps and keeping up with the latest developments. The assignments may include exploratory analysis, feature engineering, experimentation, forecasting, numerical optimization, and real time scoring.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>PhD with 2+ years of working experiences or master’s degree with 5+ years working experiences in a quantitative field (e.g. Statistics, Computer Sciences, Operational Research, Data Science or Applied Mathematics), with applied research experience</li><li>Expert in training regression and classification models using typical ML algorithms, data extraction and feature engineering, creating model documentation, and explaining model output (such as features and performance) to non-technical audiences</li><li>Extensive experience in developing and/or deploying scalable AI solutions using LLM, knowledge graph, reinforcement learning, optimization, and/or real-time models to solve business problems, experience on recommendation system and personalization is a plus</li><li>Experience and familiarity with advanced public health, health benefit design, health and welfare administration is a plus, and consulting in healthcare domain experience is a plus</li><li>Proficient in SQL and Python with an ability to design, train, and code up machine learning and statistical models, experience with Sagemaker, Snowflake is a plus</li><li>Committed to continuous learning and able to pick up new knowledge quickly</li></ul><p>Experience with the full stack of data science:</p><ul><li>Data extraction, cleaning, and preparation</li><li>Feature extraction</li><li>Algorithm development</li><li>Model training and evaluation</li><li>Putting applications into production</li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Data Scientists in Fidelity Workplace Investments use sophisticated machine learning and optimization to deliver personalized experiences to our customers. Your work will help participants learn how to plan for their healthcare needs and financial future and prepare for impending life changes.</p><p><strong>The Team</strong></p><p>Fidelity’s growing healthcare business services employees of our clients with offerings such as a benefits administration platform for selecting and managing their benefits and a health savings account product for saving for medical expenses. Analytics permeates many aspects of the business to better the customer experience, from recommendations during open enrollment to streamlining backend operations. We deliver both internal digital tools and customer facing applications by leveraging a diverse set of healthcare and benefit related data sources. We employ a full spectrum of data science techniques - statistical analyses from epidemiology, predictive models from machine learning, and LLM are all part of the mix. We push the envelope of what’s possible with advanced analytics to help people select, manage, and navigate their personalized healthcare benefits.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<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>

Principal Data Scientist (Reinforcement Learning, Recommendation System, Hyper-Personalization)

<p><strong>Title:</strong> Adjunct Faculty-Project Management</p>
<p><strong>Employee Classification:</strong>&nbsp;Faculty</p>
<p><strong>Institution:&nbsp;</strong>Roane State Community College</p>
<p><strong>Department:</strong> Social Science, Business and Education </p>
<p><strong>Campus Location:</strong> Roane State Community College</p>
<p><strong>Job Summary</strong></p>
<p>Teaching Project Management classes in person at the Oak Ridge, TN campus.</p>
<p><strong>Job Duties</strong></p>
<ul>
<li>Teach Project Management classes on the Oak Ridge campus.&nbsp;</li>
</ul>
<p><strong>Minimum Qualifications</strong></p>
<p>• Master’s degree in project management or a master's degree with 18 graduate semester hours in project management. <br>• PMI PMP certification (PMBOK 6 or earlier). <br>• Minimum of 10 years of project management experience as a full-time occupation.<br>• Teaching Instruction in PM.<br></p>
<p><strong>Preferred Qualifications</strong></p>
<p>Previous experience teaching college students.</p>
<p><strong>Knowledge, Skills, and Abilities</strong></p>
<p>Excellent verbal and written communication skills.</p>

Motlow State Community College


      Adjunct Faculty-Project Management
    

<p><strong>This is a remote role; however, we only operate in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MI, MA, MN, MO, NJ, NY, NC, OH, PA, SC, TX, VA, and WI.</strong></p><p><strong>JOB SUMMARY</strong></p><p>Partner with senior benefits consultants in evaluating, designing, and implementing benefits solutions for health care and not-for-profit clients across executive, physician, and employee workforces. Serve as the lead benefits consultant for less complex client projects. Help to establish successful client relationships with a laser-focus on providing exceptionally responsive and high-quality client experiences.&nbsp;</p><p><strong>PRIMARY ACCOUNTABILITIES</strong>&nbsp;</p><ul><li>Responsible for overseeing all analytical aspects of benefits engagements across executive, physician, and employee workforces, working with junior staff to create high-quality client deliverables and ensuring adherence to budgets and timelines.</li><li>Collaborate with senior benefits consultants in the development, communication, and deployment of benefits-related solutions, and with other client team members in the development of integrated deliverables.</li><li>Use benefits subject matter expertise and understanding of practice solutions to identify opportunities to provide additional value to clients.</li><li>Prepare and monitor the success of project plans, effectively keeping client team members apprised of project status and introducing appropriate interventions or activities to keep the timeline, quality, and deliverables on track.</li><li>Participate in client meetings as requested and anticipate client needs and questions.</li><li>Support the development of junior team members and ensure appropriate resource utilization, including prioritizing work and demonstrating effective delegation. Proactively share knowledge, use of tools, processes and methodologies established by the firm and those specific to practice areas to effectively guide more junior associates in complex research, data collection and analytics.</li><li>Develop and implement tools, work product templates, processes and methodologies that will improve productivity and quality.</li><li>Support Benefits Practice initiatives, including research and innovation.&nbsp;</li></ul><p><strong>KNOWLEDGE, SKILLS &amp; ABILITIES</strong>&nbsp;</p><p>Minimum Required Qualifications</p><ul><li>Bachelor’s degree in a business-related field, ideally with an emphasis in finance, economics, statistics, mathematics, accounting or health care administration</li><li>10 years of progressively responsible consulting/business-related experience required involving data analysis, financial modeling, benefits program design and/or benefits administration</li><li>Solid technical knowledge and experience working with Excel, Word and PowerPoint</li><li>Role model problem solving and critical thinking skills, including the ability to:</li><li>Direct analysis of complex data sets, resolve complex data issues with limited guidance and interpret complex information with minimal direction to understand impact on client solution(s)</li><li>Visualize and articulate a higher level of complex problems and concepts, recognize patterns in complex sets of data, and develop practical models</li><li>Develop conclusions from analyses; develop solutions to client issues/challenges, with guidance</li><li>Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress</li><li>Experience with the relevant laws and regulations that impact our health care clients</li><li>Excellent interpersonal, coaching, writing, verbal and presentation skills are required, including the ability to:&nbsp;</li><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps junior associates develop skills and experiences</li><li>Make clear and convincing oral presentations that demonstrate the understanding of the audience and the subject matter</li><li>Successfully tailor communications to the audience, as appropriate</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience</li><li>Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity</li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment</li><li>Strong attention to detail</li><li>Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission-based work</li><li>A self-starter with demonstrated ability to successfully assist with complex project deliverables in a very driven and changing organization</li><li>Able to work effectively with ambiguity</li><li>Flexible, adaptable, and able to work under tight deadlines or changing needs</li><li>Have exceptional collaboration skills and behaviors</li><li>Able to lead a group and exhibit successful and positive role model behaviors</li><li>Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas</li><li>Communicate openly with team members</li><li>Exceptional client service orientation</li></ul><p>Preferred Qualifications</p><ul><li>Master’s degree in business-related field</li><li>Certified Employee Benefit Specialist designation or equivalent&nbsp;</li></ul><p><strong>SALARY, BENEFITS AND PERKS</strong></p><ul><li>Competitive total compensation package</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit-sharing retirement plans</li><li>Flexible spending accounts</li><li>Generous paid time off (PTO)</li><li>Company-paid holidays</li><li>Gender-neutral parental leave</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks&nbsp;</li></ul><p>Below is the base salary range offered for this position. Actual salaries may vary depending on factors including, but not limited to, academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.&nbsp;</p><ul><li>$112,100 - $168,100 annually &nbsp;</li></ul><p>SullivanCotter Holdings,Inc.&nbsp;is an Equal Employment Opportunity/Affirmative Action employer, andall qualified applicants will receive consideration for employment withoutregard to race, color, religion, sex, age, national origin, protected veteranstatus, disability status, sexual orientation, gender identity or expression,marital status, genetic information, or any other characteristic protected bylaw or marital status.</p>

SullivanCotter

Senior Benefits Consultant

<h3>Job Description:</h3><p>Locations: Boston Area (MA, RI, CT, NH,)</p><p><br><strong>The Role</strong></p><p>Fidelity Labs is looking for a Director– SaaS Sales Executive to join a new startup. The startup’s focus is building innovative AI-driven SaaS technology for financial services. This role will be responsible for working closely with prospects and internal teams to manage a SaaS sales pipeline. Experience with successfully carrying a SaaS sales quota is a requirement. We are looking for candidates who can support a Northeast US territory.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>High touch enterprise sales with experience driving all stages of deals (discovery calls to closing the deal).</li><li>Demonstrated experience beating sales quota. Variable compensation is based on meeting quota.</li><li>Experience scaling ARR revenue for start ups as a sales hunter.</li><li><strong>Experience selling RegTech SaaS is preferred. </strong>Travel is required.</li><li>In-depth knowledge of the US Financial Services Compliance space with deep rolodex of senior compliance contacts is preferred.</li><li>Ability to represent the company at industry events as an expert.</li><li>Executing as a senior sales leader and closing deals by managing and growing the pipeline.</li><li>Working collaboratively with internal partners and relationship managers to source and cultivate new opportunities.</li><li>Experience utilizing a CRM (such as Hubspot) to manage sales cycles and provide accurate forecasts.</li><li>Experience managing strategic opportunities with medium to long term sales cycles.</li><li>Experience building a go-to-market strategy and corporate sales plan for new products.</li><li>You are self-driven and make things happen and show a strong desire to succeed.</li><li>You get deals done while you are client focused and passionate about delivering value for your clients.</li><li>You are a straight talking sales hunter and show integrity in all your client and non-client interactions.</li><li>Prior experience mentoring and influencing without authority is preferred. You thrive in a collaborative environment and can communicate effectively.</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team</strong></p><p>We are <strong>Fidelity Labs</strong>, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.</p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>.</p><h3>Certifications:</h3><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>

974 Project Management / Professional Services Jobs