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<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<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>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Branch Leader - Sugar Land, TX

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<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>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - North LaSalle, IL

<h3>Job Description:</h3>Senior Advisor, Asset Management Compliance Center of ExcellenceAsset Management Compliance ('AMC') works closely with Fidelity’s investment teams across 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 delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.The RoleAs a Senior Advisor in the AMC Initiatives Management Center of Excellence you will assess the impacts of new products, investment capabilities, and regulatory changes to the AMC operating model. You will build, lead, and support implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity. The Center of Excellence Senior Advisor will design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.In this role, you will lead or support a variety of initiatives with a focus on Asset Management high growth areas, such as, alternative products or digital assets. You will build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners. The Expertise You Have<ul><li>Bachelor’s degree or equivalent</li><li>At least six years financial services experience with a preference for a background in compliance, legal and/or regulatory experience. </li><li>Working knowledge of alternative investment strategies is a plus.</li><li>An understanding of asset management laws and regulations, including investment company, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments.</li><li>Experience and technical expertise with practices that pertain to the asset management industry, including the investment process, derivatives and other instrument types, disclosure practices, trading and allocation issues, fund treasury and accounting matters, transfer agent, distribution, and custodial practices.</li><li>An understanding of compliance programs, including compliance policies and procedures, control frameworks, and risk assessments, with an approach to evaluate opportunities for improvements.</li></ul>The Skills Your Bring<ul><li>Outstanding organizational skills, including working on project teams while also contributing individual work.</li><li>Strong communication, presentation, and relationship management skills</li><li>Excellent interpersonal skills and the ability to work collaboratively across functions.</li><li>Strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail</li><li>Ability to understand complex issues and regulatory requirements and to provide clear and concise explanations in written and verbal communications.</li></ul><h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’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.

Senior Advisor, Asset Management Compliance

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Los Gatos, CA

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul>How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!This position will be based in the Biltmore Investor Center in Arizona.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Consultant - Houston, TX (Texas Medical Center)

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>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.</li><li>You get variety.You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<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 Services Representative - Winston-Salem, NC

Financial Services Representative - Dunwoody, GA

<h3>Job Description:</h3>Do you want to work for the #1 provider of Non-Qualified Deferred Compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated NQDC Business Partner Manager to join our team. You will work with various external partners critical to the success of our business and across our matrixed product, sales, service, and support teams to maintain relationships, improve processes, and drive new revenue. Developing and implementing strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. You will help drive better outcomes by maintaining strong governance routines, managing partner initiatives, and leading critical projects. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you.The Expertise You Have <ul><li>10+ years of financial services experience, preferably in NQDC-specific roles, as well as some combination of vendor management and product management, with a consistent track record of driving successful project delivery</li><li>Proven experience in vendor management, navigating complex business ecosystems, and strategy development and execution</li><li>Strong understanding of the NQDC industry and ecosystem</li><li>Experience with coordinating multi-party meetings or industry events is a plus</li><li>Experience working closely with diverse internal groups to understand business requirements and implement new processes</li><li>Experience with contract negotiation and management or working closely with partners to execute is a plus</li><li>Experience in product management; including defining product roadmaps, prioritizing features, and collaborating with cross-functional teams</li></ul>The Skills You Bring <ul><li>Passion for understanding complex problems with data and developing a communication strategy to help a large organization understand and execute</li><li>Strong understanding of vendor relationship management and performance metrics</li><li>Excellent communication and interpersonal skills to effectively manage internal and external relationships</li><li>Strong ability to prepare clear visual content to influence stakeholders at various levels across the organization</li><li>Ability to manage multiple projects and prioritize tasks in a fast-paced environment</li><li>Strong problem-solving skills and attention to detail</li><li>Understanding of general financial management to drive positive economic business outcomes</li><li>Exceptional leadership, analytical, and solution modeling skills</li><li>A continuous improvement approach, willingness to challenge the status quo and push for new thinking</li><li>Familiarity with data integration concepts (e.g. APIs, data exchange technology, cyber security risk, future technology direction)</li><li>Dedication to serving our customers – listening to their feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes</li></ul>The Value You Deliver <ul><li>Manage an increasingly complex ecosystem of specialty partners and vendors, ensuring compliance with associated Service Level Agreements (SLAs)</li><li>Develop and maintain strong relationships with key partners, including Financing, Trust, Custody, and Asset Management to ensure alignment with business goals and objectives.</li><li>Serve as the primary point of contact for internal and external relationships: addressing priorities, joint marketing opportunities, platform capabilities, rules of engagement, and growth opportunities</li><li>Own the profiles, agreements, Vendor Technology Reviews (VTRs), revenue, and identify metrics critical for business intelligence<ul><li>Evaluate and select vendors based on factors such as price, quality, and speed of delivery</li><li>Negotiate contracts to secure advantageous terms and conditions</li><li>Develop and implement vendor management policies and procedures</li><li>Maintain clear and reliable records of all vendor agreements and update as necessary</li><li>Monitor performance and ensure adherence to contractual obligations and SLAs</li><li>Conduct regular reviews and assessments of vendor performance, providing feedback and recommendations for improvement</li><li>Coordinate with other departments such as procurement, finance, cyber security, operations and broader Workplace Investing business units to ensure smooth collaboration with vendors</li><li>Manage and reconcile revenue and expenses related to any agreements</li><li>Resolve any issues and problems with vendors and escalate as needed</li><li>Conduct vendor evaluations to assess their ability to meet quality and delivery requirements</li></ul></li><li>Track and measure the performance of the ecosystem and its partners, identifying areas for improvement, and ensuring continuous improvement</li><li>Identify and implement opportunities for process improvements and cost efficiencies within the ecosystem</li><li>Collaborate with cross-functional teams to support platform capabilities and drive growth initiatives</li><li>Ensure all documentation is up-to-date and compliant with company policies and industry regulations</li><li>Develop and present detailed reports and insights on relationships, performance and ecosystem management to senior leadership</li></ul>The TeamFidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Director, Business Partner Manager - Non-Qualified Deferred Compensation

<h3>Job Description:</h3>Fidelity Workplace Consulting (FWC) is composed of over 600 professionals who advise clients on the strategy, execution and management of their domestic and global HR, benefits, and people programs.FWC is one of the fastest growing businesses at Fidelity. The team consults with clients across all markets that Fidelity serves. Within FWC there is a distributed Global team which consists of colleagues based in the US, Canada, Germany, Switzerland and UK, and they provide a range of consulting and advisory services to their multinational clients including the following elements:<ul><li>Global benefits strategy &amp; governance</li><li>DC Governance &amp; oversight</li><li>Retirement &amp; Financial Wellness</li><li>Health Care &amp; Well-being strategy &amp; solutions</li><li>International Mobility</li><li>Broader support on issues related to their international reward programs, financing and their communication to employees</li></ul><h3>The Expertise We're Looking For</h3>This VP role will report to the Head of Workplace Consulting global segment and be part of the global leadership team.The role will be responsible for continuing to build expertise and consulting capabilities and solutions in support of Fidelity multinational clients’ needs, specific to North America. This global practice is an integral part of the professional services consulting practices and reflects Fidelity’s goals for global growth. The current practices within the group are:<ul><li>Retirement</li><li>Health/Welfare and Wellness</li><li>Communication and Organizational Change</li><li>Broad Based Rewards</li><li>Data Solutions</li></ul>This position will be responsible for help driving the development of the multi-year business plan and the innovation as Fidelity continues to grow their services and footprint. Key elements will include:<ul><li>Workplace consulting strategy and ability to help accelerate Fidelity’s growth in the region</li><li>Leading and growing the team</li><li>Continued development of the service offerings to meet clients’ current and emerging needs</li><li>Implementation of a sales strategy</li><li>Working in partnership with other segments of Fidelity to support their product development, client retention and to expand revenue opportunities</li></ul>Practice leaders in Fidelity Workplace Consulting’s business are responsible for practice leadership, managing client relationships and leading sales efforts to secure new clients or grow existing relationships. The person in the role will be responsible for delivering revenue growth goals through influencing and developing productive and positive relationships with Fidelity’s key internal business partners and clients. This is a leader/player/mentor role. The leader will be the face of the practice internally and externally across the USA and Canada.<h3>The Skills You Bring</h3><ul><li>BS/BA required</li><li>Experience leading or holding a leadership position in an international consulting practice</li><li>Proven understanding of the benefits environment</li><li>Languages: Fluent in English</li><li>15+ years of consulting experience</li><li>Proven track record working with major employers, including acting as a trusted partner, in the benefits, rewards and consulting space</li><li>Retirement, benefits and rewards strategy &amp; solution development</li><li>Creation of strategies and solutions to support clients’ emerging challenges</li><li>Thought leadership</li><li>Extensive business expertise in working in large organizations with multiple business segments and partners and working across the enterprise to develop products and services and bring those to market</li><li>Entrepreneurship – lead development of a consulting practice, products, services, thought leadership</li><li>Executive presence and experience working with C-Suite and senior Finance, Risks and HR professionals</li><li>Diversity and Inclusion and its role in workforce and talent strategy</li><li>Craft programs that support the organization’s strategic objectives and are ambitious, efficient and in compliance with legal requirements</li><li>Experience in leading large scale projects, including defining scope, budgets, deliverables, and handling competing priorities</li><li>Monitor market trends to apply solutions and have experience working in environments that drive excellence, hold high standards and take a practical, and creative/innovative approach to human capital and talent management</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Objectives of the Role<ul><li>Develop and continue the building of an integrated consulting practice</li><li>Work with other professional services consulting practices to develop broader client solutions</li><li>Sustainable growth and career opportunities</li><li>Innovative solutions that help Fidelity’s clients excel in developing and implementing their strategies</li><li>Collaborate directly with key strategic partners internal to Workplace Consulting and Fidelity, senior client business executives and critical partners to drive the talent strategy agenda</li><li>Partner with other segments of Fidelity in supporting their product development, client attraction/retention and creating additional revenue sources</li><li>Develop resources, frameworks, toolkits, trainings and communications to support established and new processes, data research and tools</li></ul>The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Global Consulting Leader, North America

<h4>Introduction</h4> Do you have one (1) year of experience as a licensed clinical social worker?&nbsp; Are you looking to use your expertise to help the youth of Connecticut?&nbsp; If so, we invite you to take this opportunity to join our team! The&nbsp;State of Connecticut, Department of Children and Families (DCF) –is accepting applications for one (1) full-time Advanced Clinical Social Worker position, in New Haven, CT. We welcome you to be a part of a comprehensive team of caring professionals and assist our clients/patients so they can achieve success.&nbsp; You will experience the opportunity to make a difference in the public sector as well as Make an ImpaCT as an Advanced Clinical Social Worker for the state of Connecticut!&nbsp; We encourage you to apply today! Position Highlights: PCN 103625 <ul><li>Location: One Long Wharf Drive, New Haven, CT</li><li>Full-time | 1st shift | Hybrid</li><li>Monday – Friday | 8:00 am – 5:00 pm</li></ul> What we can offer you: <ul><li>View our newState Employee Benefits Overview page!</li><li>Professional growth and paid professional development opportunities.</li><li>A healthy&nbsp;work-life balance to all employees!</li><li>Work at a Forbes-recognized company! Connecticut is proud to be featured on both America's Best Employers by State and Best Employers for New Grads&nbsp;in 2024. With our dynamic job market and commitment to fostering a thriving workforce, Connecticut stands out as a top destination for both seasoned professionals and fresh graduates seeking to launch their careers.</li><li>The State of Connecticut is an eligible Public Service Loan Forgiveness employer, meaning you may be eligible to have qualifying student loans forgiven after 10 years of service.&nbsp; Click here for more information.</li></ul> In your role as an Advanced Clinical Social Worker, you will have the opportunity to help us accomplish our mission by: <ul><li>Providing substance use and mental health consultation to DCF Social Workers to ensure individualized and appropriate treatment for families and children;</li><li>Coordinating treatment and monitoring progress to ensure the fulfillment of our mission;</li><li>Consulting and collaborating with community partners to improve the delivery of services;</li><li>Providing support to DCF Social Workers both in the field and in professional meetings;</li><li>Providing referrals for services for DCF involved families, presenting with Substance misuse needs;</li><li>Performing related duties as required;</li><li>For a more comprehensive list of duties please click here.</li></ul> We believe that: <ul><li>Children and adolescents with serious emotional disorders can lead productive and satisfying lives.&nbsp; </li><li>Children, youth and their families have the right and responsibility to participate in their treatment.&nbsp; </li><li>No child will be refused treatment based on their ability to pay for services.&nbsp; </li><li>Our services work best when integrated with community care.</li></ul> <h4>Selection Plan</h4> FOR ASSISTANCE IN APPLYING: Check out our Applicant Tips on How to Apply! Need more resources? Visit our Applicant Reference Library for additional support throughout the recruitment process.&nbsp; BEFORE YOU APPLY: <ul><li>Meet Minimum Qualifications: Ensure you meet the Minimum Qualifications listed on the job opening by the job closing date. You must specify your qualifications on your application. The minimum experience and training requirements listed must be met by the close date on the job opening, unless otherwise specified. &nbsp;</li><li>Educational Credits: List your earned credits and degrees from accredited institutions accurately on your application. To receive educational credits towards qualification, the institution must be accredited. If the institution of higher learning is located outside of the U.S., you are responsible for providing documentation from a recognized USA accrediting service which specializes in determining foreign education equivalencies to the contact listed below. </li><li>Resume Policy: Per Public Act 21-69, resumes are not accepted during the initial application process. As the recruitment process progresses, candidates may be required to submit additional documentation to support their qualification(s) for this position. This documentation may include: a cover letter, resume, transcripts, diplomas, performance reviews, attendance records, supervisory references, licensure, etc., at the request and discretion of the hiring agency.&nbsp;</li><li>Preferred Shift/Location:&nbsp;Select all location(s) and shift(s) you are willing to work on your application. Failure to do so may result in not being considered for vacancies in that specific location or shift.&nbsp;</li><li>Timely Submission: All application materials must be received by the job posting deadline. You will be unable to make revisions once you officially submit your application to the State. &nbsp;Late submissions are rarely accepted, with exceptions only for documented events that incapacitate individuals during the entire duration of the job posting. Request exceptions by emailing <a href="mailto:DAS.SHRM@ct.gov" target="_blank">DAS.SHRM@ct.gov</a>.&nbsp;</li><li>Salary Calculations: For current state employees, salary calculations are not necessarily comparable from one of the three branches of state government (i.e., Executive, Legislative, Judicial) to the other.&nbsp;</li><li>Note: The only way to apply to this posting is via the ‘Apply’ or ‘Apply Online’ buttons on the official State of Connecticut Online Employment Center job posting.</li></ul> AFTER YOU APPLY: <ul><li>Referral Questions: This posting may require completion of additional Referral Questions (RQs), which must be completed by the questionnaire’s expiration date. If requested, RQs can be accessed via an email sent to you after the job close date or by visiting your JobAps Personal Status Board (Certification Questionnaires section).&nbsp;&nbsp;&nbsp;</li><li>Prepare For An Interview: Interviews are limited to those whose experience and training are most aligned with the role. To prepare, review this helpful Interview Preparation Guide to make the best impression!&nbsp;</li><li>Stay connected! Log in daily to your JobAps Personal Status Board to track your status and check email (including spam/junk folders) for updates and tasks.&nbsp;&nbsp;</li><li>The immediate vacancy is listed above, however, applications to this recruitment may be used for future vacancies in this job class.&nbsp;&nbsp;</li><li>Note: This position will be filled in accordance with contractual language, reemployment, SEBAC, transfer, promotion and merit employment rules. Candidates who are offered and accept a position with the State of Connecticut are bound by the State Code of Ethics for Public Officials and State employees, available at <a href="http://www.ct.gov/ethics" target="_blank">www.ct.gov/ethics</a>. </li></ul> QUESTIONS? WE’RE HERE TO HELP: Due to high volume, we are unable to confirm receipt or provide status updates directly. For recruitment updates, please check your Personal Status Board and review our Frequently Asked Questions. If you have additional questions about the recruitment process, reach out to Rocky Young at <a href="mailto:Rocky.Young@ct.gov" target="_blank">Rocky.Young@ct.gov</a> Join the State of Connecticut and take your next career step with confidence! <h4>PURPOSE OF JOB CLASS (NATURE OF WORK)</h4> In a state agency behavioral health program as part of a multi-disciplinary team at one or more locations this class is accountable for skilled clinical social work treatment and leadership services involving complex case assignments. <h4>EXAMPLES OF DUTIES</h4> <ul><li>Independently provides highly skilled direct clinical social work treatment and/or substance abuse services to clients with complex psychological and social problems through comprehensive clinical assessments and provision of individual, family and group treatment;&nbsp;</li><li>Provides individual field work instruction and/or clinical supervision which includes instruction in use of comprehensive psychosocial assessments and current diagnostic categories, taking into consideration cultural, social, economic, medical, environmental and legal issues;&nbsp;</li><li>Develops comprehensive service plans including measurable treatment objectives;&nbsp;</li><li>Initiates consultation and collaboration with other mental health providers to improve delivery of current services and/or identify unmet needs within current service system;&nbsp;</li><li>Provides clinical supervision to Licensed Master Social Workers;&nbsp;</li><li>Assists in resolution of administrative, personnel and clinical issues in program and/or agency;&nbsp;</li><li>Develops data for statistical and planning systems and/or research and publication;&nbsp;</li><li>Prepares administrative reports and suggests operational policies and procedures;&nbsp;</li><li>Oversees development and/or implementation of individual client treatment and/or service plans;&nbsp;</li><li>May be assigned administrative oversight of research projects;&nbsp;</li><li>May provide clinical and/or administrative leadership to program components such as crisis intervention teams, inpatient treatment teams, case management teams, psychoeducational program services, psychosocial rehabilitation and forensic services;&nbsp;</li><li>May provide forensic evaluations and expert testimony to courts;&nbsp;</li><li>May represent program or agency during licensing and certification inspections conducted by regulatory bodies;&nbsp;</li><li>May represent program or agency in liaison relationships with other community agencies and resources;&nbsp;</li><li>May provide in-service educational presentations concerning available health, mental health and human services resources and means to access them;&nbsp;</li><li>May chair facility or community based committees that develop policies and plans to serve psychiatrically disabled individuals;&nbsp;</li><li>May present information on mental illness and mental health services to community groups;&nbsp;</li><li>Performs related duties as required.</li></ul> <h4>KNOWLEDGE, SKILL AND ABILITY</h4> <ul><li>Considerable knowledge of <ul><li>and ability to instruct others about theories of human behavior, current diagnostic categories of mental illness, family dynamics, substance abuse and human sexuality;&nbsp;</li><li>social, cultural, economic, political, religious, medical, psychological and legal issues which influence behavior of clients, families, service programs and society at large;&nbsp;</li></ul></li><li>Knowledge of <ul><li>statutes, regulations and standards relating to mental health services;&nbsp;</li><li>state law governing licensed clinical social worker practice standards;&nbsp;</li></ul></li><li>Considerable <ul><li>oral and written communication skills;&nbsp;</li><li>administrative skills;&nbsp;</li></ul></li><li>Considerable ability to independently apply in practice current psychiatric treatment modalities including but not limited to behavioral, cognitive, object-relations, crisis intervention and psychosocial rehabilitation approaches;&nbsp;</li><li>Ability to <ul><li>integrate theory and case material in assessing and devising comprehensive treatment and/or service plans for difficult and/or complex case assignments;&nbsp;</li><li>lead task groups including but not limited to treatment teams and agency committees.</li></ul></li></ul> <h4>MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE</h4> One (1) year of experience as a licensed clinical social worker. <h4>PREFERRED QUALIFICATIONS</h4> <ul><li>Experience utilizing American Society Addiction Medicine manual (ASAM) and Diagnostic Statistical Manual (DSM-V) to assess and determine intimal care plan for substance use and mental health.</li><li>Experience assessing interventions and treatments for adults with Substance Use disorders and co-morbidities.</li><li>Experience working with Substance Use treatment providers and systems of care.</li><li>Experience assessing child and adolescent with developmental, and substance abuse conditions</li><li>Experience providing trauma informed care to individuals in crisis situations, and impacts on children and families.</li></ul> <h4>SPECIAL REQUIREMENTS</h4> <ul><li> Incumbents in this class must possess and retain a license to practice clinical social work pursuant to Sec. 20-195 (m) through (r) of the Connecticut General Statutes. </li><li> Incumbents in this class must possess and maintain eligibility for participation in federal health care programs as defined in 42 U.S. § 1320a-7b(f). </li><li> Incumbents in this class may be required to have knowledge of sign language and communication ability with the deaf and hearing impaired in designated positions. </li><li> Incumbents in this class may be required to have ability in Spanish oral and written communication in designated positions. </li><li> Incumbents in this class may be required to be a certified Substance Abuse/HIV Supervisor. </li><li> Incumbents in this class may be required to travel. </li></ul> <h4>Conclusion</h4> AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER The State of Connecticut is an equal opportunity/affirmative action employer and strongly encourages the applications of women, minorities, and persons with disabilities. <h4>ACKNOWLEDGEMENT</h4> As defined by Sec. 5-196 of the Connecticut General Statutes, a job class is a position or group of positions that share general characteristics and are categorized under a single title for administrative purposes.&nbsp; As such, a job class is not meant to be all-inclusive of every task and/or responsibility.

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