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<h3>Job Description:</h3><h3>Relationship Manager</h3><p>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. </p><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><p>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.</p><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 $61,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - Highland Park, IL

<h3>Job Description:</h3><p>Investment Consultant</p><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><p>The Purpose of Your Role</p><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><p>The Expertise We’re Looking For</p><p>· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p><p>· Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p><p>· Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p><p>· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p><p>· Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p><p>The Skills You Bring</p><p>· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p><p>· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p><p>· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p><p>Our Investments in You</p><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><p>The Value You Deliver</p><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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>

Investment Consultant - Greenville, SC

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Washington, DC

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>As a Summer Project Management Intern at National Life Group, you will play a vital role in supporting our Project Management Office (PMO) team to ensure smooth and effective project delivery. This hands-on role provides a unique opportunity to work on strategic projects, build your project management skills, and gain valuable industry knowledge in the insurance field. You’ll collaborate with cross-functional teams, helping to track project progress, analyze data, and support communication efforts across departments.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. &nbsp;Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. &nbsp;The work schedule type and core days are subject to change with advance notification and manager discretion.&nbsp;</p><h4>Essential Duties and Responsibilities</h4><ul><li><strong>Project Support</strong>: Assist project managers with planning, executing, and closing projects, including managing project schedules, timelines, and resources.</li><li><strong>Documentation</strong>: Help maintain project documentation, such as status reports, meeting minutes, and task lists to ensure clear communication and up-to-date project tracking.</li><li><strong>Data Analysis &amp; Reporting</strong>: Compile and analyze project data to create reports that assess project progress, risks, and overall performance. Present insights and recommendations for improvements.</li><li><strong>Stakeholder Communication</strong>: Work with internal teams to gather project updates, support in preparing presentations, and assist with stakeholder communication on project status and milestones.</li><li><strong>Risk Management</strong>: Support risk identification and mitigation processes, including tracking risks, documenting issues, and updating risk logs as needed.</li><li><strong>Process Improvement</strong>: Contribute to initiatives aimed at optimizing project management processes and workflows within the team.</li></ul><h4>Minimum Qualifications</h4><ul><li>A rising senior currently pursuing a Bachelor’s degree in Business, Project Management, Insurance, or related field.</li><li>Strong organizational and time-management skills, with keen attention to detail.</li><li>Excellent verbal and written communication skills, with the ability to communicate clearly and concisely.</li><li>Strong analytical and problem-solving skills with a proactive approach to identifying solutions.</li><li>Enthusiastic about learning, with a genuine interest in project management and the insurance industry.</li></ul><h4>Preferred Qualifications</h4><ul><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with project management tools like Asana, JIRA, or MS Project is a plus.</li></ul><h4>Program Highlights</h4><ul><li>10-week paid internship with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout program</li><li>Access to mentors (former program participants)</li></ul><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$19—$28 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

National Life Group

Project Management Office Intern – Summer 2026

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>About Us</h4><p>NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.</p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>The Sr. Associate, Loan Servicing provides leadership and functional expertise to perform a wide variety of tasks related to commercial and multifamily loan servicing according to established policies, procedures and regulatory guidelines, thus assuring overall quality and integrity of NLG’s commercial loan portfolio. This individual will work closely with originators throughout the life cycle of a transaction and must be able to effectively interact with multiple stakeholders (originators, credit, accounting, operations, and legal). </p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion. </p><h4>Essential Duties and Responsibilities</h4><ul><li>Serve as the primary point of contact for the main loan servicer and sub-servicer, and as a secondary point of contact for borrowers, ensuring all inquiries and concerns are addressed promptly and effectively.</li><li>Analyze loan documents to evaluate structural features and apply appropriate concepts to Asset Management requests.</li><li>Perform independent, ongoing loan surveillance and asset management to ensure compliance with loan terms and property performance; review balance sheets and cash flow statements, re-underwrite loans as needed, and escalate material findings or changes in asset condition to the broader team.</li><li>Manages draw requests for funds held back for capital improvements, leasing, and other asset management activities.</li><li>Actively manage the asset management report by promptly responding to correspondent servicer requests, including reserve disbursements, lease approvals, prepayment premium calculations, SNDA reviews, insurance waiver requests, master lease releases, and other post-closing obligations.</li><li>Ensures borrower is performing as expected in accordance with the loan terms and conditions.</li><li>Responsible for compilation of various corporate reporting needs, e.g. monthly delinquency reporting.</li><li>Provide accurate and timely monthly, quarterly and annual data on the CML portfolio, highlighting portfolio composition, activity, risk exposure, and performance.</li><li>Work closely with internal and external auditors and Investment Accounting to provide accurate and detailed portfolio accounting.</li><li>Update and distribute the annual loan review template to correspondent servicers and analyze the property performance upon receipt of the completed form when returned throughout the year.</li><li>Provide updated loan collateral value for each loan in the portfolio and review each loan with origination team and Head of Asset Management with particular focus those loans requiring heightened surveillance due to such things as increasing vacancy, major lease expirations, and declining NOI.</li><li>Monitor loans on the surveillance list by collecting and analyzing property financials and preparing monthly and quarterly reports to proactively manage portfolio risk.</li><li>Work with Investment Strategy and Investment Accounting teams by communicating new loan applications to assign segments, provide new loan number and set up transactions in Cash Management and CML software database.</li><li>Participate in industry surveys by providing origination activity and portfolio performance to the MBA, ACLI, and rating agencies.</li><li>Respond to Ad Hoc data requests from NLG Capital, Investment Accounting, and other projects as necessary.</li><li>All other duties as assigned.</li></ul><h4>Minimum Qualifications</h4><ul><li>Bachelor’s degree required with at least 5 years of commercial mortgage loan experience.</li><li>Knowledge of commercial business and real estate lending terminology and documentation.</li><li>Strong math skills required to calculate and interpret complex interest related calculations.</li><li>Ability to read and interpret loan documents.</li><li>Ability to compose reports and correspondence.</li><li>Detail oriented and highly organized</li><li>Strong verbal and written communication skills</li><li>Team player with good interpersonal skills</li><li>Proficient in Microsoft Word, Excel, and Power Point</li></ul><h4>Preferred Qualifications</h4><ul><li>Curiosity to ask what could (or should) be the next step given the circumstances.</li><li>Results-driven mindset.</li><li>Thrives in an environment where the best ideas that drive the best results are rewarded.</li><li>Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what they do not know.</li><li>Love of learning – comfortable in an organization that seeks to continually learn from its failures and successes to drive better investment decisions.</li><li>Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations – finds answers and solutions, a problem solver.</li></ul><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the <a href="https://www.nationallife.com/docs/digital/nl-people-center/Benefits.html" target="_blank">BENEFITS of a Career at National Life</a>!</li></ul><p><strong>Base Pay Range</strong>. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$80,625—$118,250 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p><a href="https://www.nationallife.com/Social-Media-Policy" target="_blank">Social Media Policy</a></p><p><a href="https://www.nationallife.com/Privacy-Legal-Information" target="_blank">Site Disclosure and Privacy Policy</a></p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Analyst, CML Asset Management

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><h4>About Us</h4><p>At Equity Services, Inc. (ESI), we are more than a broker-dealer. We’re a passionate team helping financial professionals and their clients create confidence in their financial future. We do this through our entrepreneurial hunger, our outside-in mindset, and a culture of real-time communication and feedback. We are part of the National Life Group family — a purpose-driven company committed to keeping our promises for over 175 years.</p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary</h4><p>National Life Group is seeking a qualified candidate to join its broker-dealer and Product Management team as a&nbsp;<strong>Product Management Associate</strong>. This role will focus on supporting the development, oversight, and promotion of the firm’s investment product platform with a strong emphasis on product due diligence, registered representative training, relationship management, and website content management.</p><p>The successful candidate will have a solid understanding of a wide range of investment and insurance products (including mutual funds, ETFs, stocks, bonds, alternative investments, annuities, and variable universal life), coupled with excellent research, communication, and relationship-building skills. Reporting to the Head of Product Management, the Product Management Associate will play a critical role in ensuring that ESI’s representatives are well-supported, product sponsors are effectively managed, and digital resources are kept accurate and up to date.</p><h4>Essential Duties and Responsibilities</h4><br><ul><li>Conduct thorough due diligence reviews and evaluations of prospective and existing investment products, ensuring compliance with firm standards and regulatory requirements.</li><li>Actively participate in due diligence and industry meetings to deepen expertise and enhance the firm’s product platform.</li><li>Oversee and continuously improve the firm’s product portal and website content, ensuring timely updates, accuracy, and accessibility to promote the approved product suite.</li><li>Develop and deliver training programs and PowerPoint presentations for registered representatives to strengthen product knowledge, sales practices, and business development efforts.</li><li>Build and maintain strong relationships with product sponsors and registered representatives, acting as a trusted point of contact for inquiries, support, and ongoing collaboration.</li><li>Collaborate with the Head of Product Management to prepare agendas and materials for the firm’s Investment and Product Committees.</li><li>Create clear, accurate and effective written communications and marketing materials in support of approved investment products.</li><li>Provide outstanding customer service through written correspondence, phone, and web-based support, with occasional travel to ESI offices and industry events.&nbsp;</li></ul><br><h4>Minimum Qualifications</h4><br><ul><li>Bachelor’s degree or equivalent combination of education and experience</li><li>3–5 years of experience in financial services, preferably within a Broker Dealer&nbsp;</li><li>Ability to obtain Series 7 license within 1 year of hire.</li><li>Ability to collaborate with field offices to conduct training and facilitate industry meetings virtually with occasional travel as needed</li><li>Excellent written, verbal, and presentation skills, with a high attention to detail.</li><li>Self-starter with a high degree of initiative and ability to prioritize competing task</li><li>Strong problem-solving skills with a proactive approach to finding answers and solutions with a lifelong learner mindset.</li><li>Demonstrated ability to deliver exceptional customer service and build strong professional relationships.</li><li>Ability to successfully pass a background check, including fingerprinting.</li></ul><h4>Preferred Qualifications</h4><br><ul><li>3-5 years of experience working with Registered Investment Advisors</li><li>Working knowledge of Broker/Dealer products and services</li><li>Experience creating training presentations for adult learners</li><li>Experience collaborating with Web or Marketing teams on required product updates&nbsp;</li></ul><br><h4>Benefits</h4><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><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Salary Pay Range$72,000—$105,600 USD<p>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.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

Investment Product Management Associate, Equity Services Inc.

<p><b>Ready to Love Your Job?</b>&nbsp;&nbsp;&nbsp;</p><p>Texas Roadhouse is looking for legendary, passionate Roadies to join our Support Center team in Louisville, KY. If you’re ready to bring your energy, partnership, and heart to a place where fun meets purpose, you’ve come to the right place. Come see why our Roadies love their jobs!&nbsp;</p><p><b>Why This Role Rocks</b></p><p>Join a dynamic Risk Services and Claims Team where your attention to detail and passion for helping others will make a real impact. In this role, you’ll be the go-to support for managing Workers’ Compensation and General Liability claims, ensuring smooth communication, accurate documentation, and compassionate outreach to injured employees. If you thrive in a fast-paced environment and enjoy being a key player behind the scenes, this is the opportunity for you.</p><p><b>What’s On Your Plate</b></p><ul><li>Provide administrative support for Workers’ Compensation (WC) and General Liability (GL) claims</li><li>Manage all incoming and outgoing claims-related correspondence</li><li>Prepare WC wage statements, labor reports, and FMLA documentation</li><li>Conduct Care &amp; Concern outreach calls and distribute Employee Incident Kits</li><li>Coordinate intake and processing of physical evidence related to claims</li><li>Serve as a resource for operators, injured employees, guests, third-party administrators, and internal teams</li><li>Accurately document incident activity in the claims management system</li><li>Support the WC Program Lead as needed</li><li>Apply critical thinking to solve problems and improve claims operations</li><li>Take on additional responsibilities as assigned</li></ul><p><b>Your Recipe for Success</b></p><ul><li>High school diploma or equivalent required; associate or bachelor’s degree preferred</li><li>At least 2 years of administrative experience, ideally in claims, risk management, or a related field</li><li>Familiarity with food service or restaurant operations is a plus</li><li>Strong proficiency in Microsoft Office (Word, Excel, PowerPoint)</li><li>Excellent communication, organization, and problem-solving skills</li><li>Ability to manage sensitive information with professionalism and discretion</li></ul><p><b>Why You'll Love Your Job</b></p><p>As our founder Kent Taylor said, “We’re a people-first company that just happens to serve steaks.” We believe in taking care of the whole Roadie: from professional development opportunities to a robust benefits package. Our culture is just one reason why many of our leaders started as servers, managers, and line cooks, and have grown Legendary careers with us. Here’s a taste of what we offer: &nbsp;</p><ul><li><b>Best-in-class benefits </b>including medical, dental, vision, and 100% paid maternity leave &nbsp;</li><li><b>Generous time off</b> including vacation, parental, donor, and bereavement leave </li><li><b>Wellness perks </b>like on-site personal trainers, massages, a full gym, and a registered nurse &nbsp;</li><li><b>Convenience services </b>like car detailing, dry cleaning, and even spray tans &nbsp;</li><li><b>Financial support </b>with 401(k), tuition reimbursement, stock units, and holiday bonuses &nbsp;</li><li><b>Delicious perks </b>from Willie’s Joynt—our full-service café serving up legendary meals</li></ul><p>Support Center employees who meet benefit eligibility receive a comprehensive total rewards package starting the first day of the month after 31 days of employment. &nbsp;&nbsp;</p><p>This job description includes essential functions and basic duties and is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as appropriate. This document is not a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate. &nbsp;</p><p>We are proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, gender, pregnancy, gender identity, disability, veteran status, sexual orientation, citizenship, national origin, or any other legally-protected status. We encourage and welcome all applicants to apply.</p>

Texas Roadhouse

Claims Coordinator

<p>As a Proctor,&nbsp;for a certified&nbsp;<a href="https://jobs.westcoastuniversity.edu/mission-culture" target="_blank">Great Place to Work</a>,&nbsp;you will assist with the administration of paper/pencil and computer-based quizzes, tests, and exams for students of West Coast University. Ensure continuous compliance with established testing policies, laws, regulations, operating procedures, and University and accreditation standards. At West Coast University you will have the opportunity to share your success story with the next generation of students as a key member of our student-centered, innovative community!</p><p><strong>You will make an impact by:</strong></p><ul><li>Providing assistance to West Coast University applicants/candidates, students, and faculty with academic testing parameters according to WCU, Americans with Disabilities Act (ADA), and testing agency requirements. </li><li>Scheduling proctored admissions and challenge exams; schedules term/semester tests and make-up tests.</li><li>Preparing, assembling, and transporting appropriate test materials to test sites in to maintain confidentiality and security.</li><li>Evaluating testing environment prior to, during, and after a proctored test to ensure test security, education integrity and appropriate and quiet atmosphere.</li></ul><p><strong>Your Experience Includes:</strong></p><ul><li>Requires limited job knowledge of systems and procedures. Follows basic work routines and standards.</li><li>Experience with MS Office.&nbsp;</li></ul><p><strong>Education:</strong></p><ul><li>High school graduate or equivalent.</li><li>Associate’s degree in business administration or related field.</li></ul><p><strong>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.</strong></p><p>At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.</p><p><em>West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.</em></p>

West Coast University

Proctor - Part-time

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals. Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commissioned based investment product sales team accountable for sales goal achievement. Your team will have responsibility for driving sales results across our mutual fund, ETF, model, SMA and ALTs product lines. Your team’s command of sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base. The ability of your team to connect capital market dynamics into product opportunities is critical to successfully serving our clients and generating revenue to the firm. You will develop polished sales professionals, who achieve results through high activity metrics. You will lead a competitive and high energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles. </p><p><strong>The Skills And Expertise you bring</strong></p><ul><li>BA/BS degree required</li><li>3 years of experience in a financial services client facing role</li><li>Series 7 and 63 required</li><li>2+ years of leadership / management experience</li></ul><ul><li>Series 24 &amp; 51 is preferred or required within the first 90 days Ability to teach high level sales technique</li><li>Advising your sales team to win complicated pipeline opportunities</li><li>Strong motivator for daily assertive effort to achieve results</li><li>Can establish a collaborative and inclusive team environment</li><li>Want the accountability of leading a team to results</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team </strong></p><p>As a Senior Manager in the Fidelity Institutional (FI) organization. Specifically, you will be working in the Intermediary Investments Client Group which is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - 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>

Senior Manager, Regional Investment Consultant

<h3>Job Description:</h3><h3><strong>The Team</strong></h3><p>Fidelity 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.</p><p>The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:</p><ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS 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><strong>The Role</strong></h3><p>As the Product Area Leader of <strong><em>Stock Plan Services Employer Experience</em></strong>, you blend broad product and portfolio management expertise with an obsession for helping plan sponsors streamline the administration of their plans and equity awards. You will define and evolve the product vision, strategy, and mission of the SPS employer experience to digitize the plan administration experience. This will require you as a leader to thrive in an environment of leading large complex change and delivering high impact in a matrixed organization reliant on partners across multiple divisions to collaborate. To succeed, you will articulate a strategic product vision and mobilize alignment across teams to align partners on delivery utilizing strong communication and collaboration. You will foster close partnerships with dotted line teams and functional leaders in technology, client service, operations, implementation &amp; sales.</p><p>As a leader, you will articulate a digital strategy and empower agile teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making to encourage them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. In the agile structure you will nurture teams oriented around capabilities (ex: Plan Setup, Award Management, Event Management, Participant Maintenance et al) and lead forums to help build a highly mission driven team, collaborative culture and strong community to deliver on innovative digital journeys. You are committed to developing your own industry knowledge on product evolution and innovation to inform your product vision and to empower your leaders with that knowledge.</p><p><strong>Scope of Role: </strong></p><ul><li>Sets the SPS Employer Digital Strategy for accelerated delivery of digital experiences with the goal of delivering industry leading innovative experiences simplifying administration of a complex product offerings.</li><li>Define a multi-year strategy to deliver enhanced capabilities while building towards a larger north star product vision</li><li>Works across the enterprise to influence channel within broader Plan Sponsor workstation journeys to ensure the cohesion of the customer journey</li><li>Demonstrates strong digital product experience, communication, influence and decision-making skills on matters of the highest complexity presented by work that carries across varying products and processes from potential combinations of domains/product areas and BU's.</li><li>Develops vision, goals, and direction for Product Area, with responsibility for the complete cycle of product development and implementation. This large-scale process may carry significant risk and may be managed across multiple Product Areas/Domains/Business units.</li><li>Responsible for ensuring the completion of work by empowering Squads to plan, coordinate and execute. Oversees significant budget and number of resources. Develops the requirements for high quality standards and practice.</li><li>Sets and leads timelines, expectations, and the strategic decisions for a product area with influence on a broader set of product areas, including solution development based on expertise and experience.</li><li>Proactively partners across domains, product areas, centers of excellence, and chapter leaders to influence strategic decisions related to their area of expertise. May lead a new offering tied directly to driving scale and efficiency in our service experience.</li><li>Serves as the thought leader for the Product area; motivates, attracts, and retains talent at more senior levels.</li><li>Strong partnerships and collaboration with other Product Area, Chapter Area, Chapter and Squad Leaders. Role model for Fidelity agile leadership behaviors and forms agile culture.</li><li>Supports, mentors, develops, and enables Squad Leaders and all senior leadership to deliver increased value to the product areas and domains they support.</li><li>Partners with chapter area and chapter leaders to ensure optimization of chapter member talent while defining and building learning opportunities connected to the strategic direction of the domains and product areas.</li><li>Leads thought leadership and has significant mentorship capabilities.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>15+ years of functional experience in product management, technology and/or business, with high level agile, analytical, and coaching skills</li><li>Holds or working towards Certified Equity Professional (CEP) and Series 7, 24 licenses</li><li>You have demonstrated senior level SPS product experience defining strategic roadmaps and leading the strategic vision and development of solutions and offerings aligned with business goals</li><li>Deep cross-platform product development experience with proven track record of delivering results and impact</li><li>You are a committed leader who serves and an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy</li><li>You have strong communication, collaboration, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization and with external customers and partners</li><li>You have a continuous improvement approach and encourage and enable an agile way of working</li><li>You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses</li><li>You have or are committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion</li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients</li><li>Dedication to serving our clients and their participants—listening to client’s 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><p><em>Note: Fidelity is not providing immigration sponsorship for this position</em>.</p>The base salary range for this position is $130,000-264,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Product Management

845 Project Management / Professional Services Jobs