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<br><b>Job Title</b><br>Patient Services Coordinator/UKHC<br><br><br><b>Requisition Number</b><br>RE51677<br><br><br><b>Working Title</b><br><br><b>Department Name</b><br>H3180:Imaging Services<br><br><br><b>Work Location</b><br>Lexington, KY<br><br><br><b>Grade Level</b><br>07<br><br><br><b>Salary Range</b><br>$17.50-27.31/hour<br><br><br><b>Type of Position</b><br>Staff<br><br><br><b>Position Time Status </b><br>Full-Time<br><br><br><b>Required Education</b><br><br><br>HS<br><br><br><br><br><b>Click here for more information about equivalencies:</b><br><a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a><br><br><br><b>Required Related Experience</b><br><br><br>5 yrs<br><br><br><br><br><b>Required License/Registration/Certification</b><br><br>None<br><br><br><br><b>Physical Requirements</b><br><br>Sitting at computer workstation for extended periods. Repetitive motion. Ability to lift &lt;10lbs.<br><br><br><br><b>Shift</b><br><br>Day shift. Monday through Friday; 7:30am – 4:30pm or 8:00am – 5:00pm.<br><br><br><br><b>Job Summary</b><br><br>The Department of Radiology seeks a Patient Services Coordinator to coordinate and schedule imaging appointments for current and new UKHC patients.&nbsp;<br><br>Duties include coordination of multiple appointments, ensuring all required information is received to correctly schedule and bill imaging studies, provide comprehensive prep information and directions accurately, ask all appropriate pre-screening questions and coordinate pre-appointment care, as needed.<br><br><br>This position requires experience in a high-volume call center environment as well as experience in an electronic scheduling system.&nbsp;<br><br><br>This is a fully remote position, but applicants must be able to commute to the University of Kentucky as needed.<br><br><br><br><b>Skills / Knowledge / Abilities</b><br><br>Attention to detail, computer literacy, and medical office registration and scheduling experience.<br><br><br><br><b>Does this position have supervisory responsibilities? </b><br>No<br><br><br><b>Preferred Education/Experience</b><br><br>Associate’s degree plus four or more years related experience preferred. Customer service in a medical setting preferred.<br><br><br><br><b>Deadline to Apply</b><br>10/01/2025<br><br><br><b>Our University Community</b><br><br>We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco &amp; Drug Free campus.<br><br>The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.<br><br>Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.<br>

Patient Services Coordinator/UKHC

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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>Certified Financial Planner (CFP) - Issuing Authority, Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant- Oakdale, MN

<h3>Job Description:</h3><p>Fidelity Labs seeks a Vice President of Data Science to join a Labs startup. The startup’s focus is building innovative technology for financial services, with an expertise in artificial intelligence to accelerate growth. This role will lead the data science strategy and roadmap, working with a data science team, responsible for the design, implementation, testing and delivery of solutions that are reinventing how financial services firms market and sell their solutions. This role will be a key member of the startup team, serving as the face of data science for internal and external audiences, and will actively collaborate with the product and development teams.</p><p><strong>The Team</strong></p><p>We are <strong>Fidelity Labs</strong>, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.</p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, with moon-shot ambition—with the scale and stability of an industry leader. We provide a supportive environment for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>.</p><p><strong>The Expertise You Have</strong></p><ul><li>Strong, proven, communication, collaboration and leadership skills<ul><li>You have prior leadership experience understanding business objectives and developing solutions</li><li>You can successfully communicate/convince other senior leaders of your plans and progress, both within an organization and with clients</li><li>You are able to lead a team to accomplish that plan, in an agile and collaborative environment</li><li>A passion for excellence and a desire to mentor and develop talent</li></ul></li><li>Experience in delivery of data science to a product, ideally at a startup, lab or early stage company, in the field of AI-driven personalization, financial services, marketing and/or business development</li><li>Proven experience building analytics, as well as leveraging large language models, to deliver useful insights from large datasets</li><li>Hands on expertise in data extraction, cleaning, and preparation; feature extraction; model training and evaluation; model deployment</li><li>MS/PhD in data science, statistics or similar quantitative field, plus 5 or more years senior level practical data science experience in the financial or similar domain</li><li>Hands On Experience with Data Science, ML, AI, and LLM tools is plus (examples: Sagemaker Python, Scikitlearn, SQL, Bedrock, OpenAI)</li></ul><p>This role is expected to be both forward-oriented and hands on, with a strong ability to communicate objectives, develop plans and deliver results.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President of Data Science

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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>Sales

Financial Consultant - North LaSalle, IL

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>You are an influencer who consistently makes a positive impact. You’re passionate about coaching, managing and leading associates to work hard collectively as a team! You’re a motivator, focused, fast-paced and inspired by change. You can coach to key behaviors that help drive business results by analyzing data to generate insights. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible.</p><p>We are seeking a Senior Business Analyst of Alternative Investments products and services, who will be responsible for the creation and tracking of requirements for operations business that supports over $80B in customer assets. Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. You will navigate Alternative Investments processes, introduce automation where applicable, determine outcomes, and make decisions based on data insights and ensure the ultimate client experience for our clients.</p><p><strong>The Value You Deliver</strong></p><p>· Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience</p><p>· Finding opportunities to drive the business towards a first-class digital experience</p><p>· Supporting associates daily and coaching to desired behaviors</p><p>· Fostering an environment of passion, growth and development</p><p>· Leading others through change</p><p>· Implementing standards for optimized performance delivery, aligned with industry best practices</p><p>· Partnering with Technology to ensure product rollouts to deliver maximum benefit to Fidelity</p><p>· Carefully managing, monitoring and reporting results along with assessing and mitigating risk</p><p><strong>The Expertise and Skills You Bring</strong></p><p>· Bachelor’s degree</p><p>· 5+ years of business analysis experience is preferred</p><p>· Alternative Investments experience is preferred</p><p>· Experience with data reporting/analytics tools such as Business Objects, Tableau, PowerBI</p><p>· Experience with QA and validation testing processes and tools</p><p>· Experience with Agile methodology and processes, Jira creation/tracking and Confluence</p><p>· College degree or applicable work experience</p><p>· Proven problem-solving ability that encourages creative solutions</p><p>· Effective communication skills</p><p>· Ability to adapt and be flexible when the business changes</p><p>· Proven ability to establish links across the organization</p><p>· Ability to grow and deepen industry relationships</p><p><strong>The Team</strong></p><p>The Director leads the Fidelity Operations and Services Group (OSG) Strategy team and is accountable for providing business analysis cross channel support of third-party alternative investment products. The team focuses on process &amp; technology automation and integration, business testing, enhanced operational reporting, and metrics. You will work with the team to understand our operational policies and procedures, provide the team with support of our operations, and advocate for improvements.</p>The base salary range for this position is $66,000-$104,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis

Senior Business Analyst

<h3>Job Description:</h3><h3><strong>Vice President, Research and Analytics</strong></h3><h3><strong>The Role</strong></h3><p>As the Vice President, Research and Analytics, you will be a trusted partner to the Real Estate organization, providing valuable insight into associate behaviors regarding the use of workspace and amenities. These insights are developed using sophisticated data analytics and timely reporting, underpinned by accurate data. The objective of your work is to develop effective strategies and support data-driven, well-informed decision-making.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>10-15+ years of proven experience in Data Analytics, Strategy or similar role.</li><li>Demonstrated success using data to inform strategies and decision-making.</li><li>Strong executive communication skills with expertise conveying complex information and data simply and meaningfully.</li><li>Critical thinking and creative problem-solving with the ability to identify opportunities to improve processes and data accuracy.</li><li>Passion for people management with the ability to motivate and evolve teams through effective thought leadership, management and coaching.</li><li>Strong collaboration and knowledge sharing across the Enterprise.</li><li>Comfort with ambiguity and working in an ever-evolving, dynamic environment.</li><li>Use your influencing skills to advance Real Estate priorities across a broad group of stakeholders.</li><li>Partner with Real Estate functional leaders to provide insights into various Real Estate strategies and decisions.</li><li>Partner with various technology groups to support and execute data-related initiatives.</li><li>Develop and implement the Real Estate data strategy.</li><li>Oversee Real Estate data governance practices.</li><li>Manage large scale Enterprise-wide initiatives to support reporting and advanced analytics efforts.</li><li>Perform market scans, gathering relevant industry data to support decision-making.</li><li>Lead a high-performing, geographically diverse team.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer centric-everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We manage more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, multiple data centers, and more than 200 retail investor centers.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<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>

Vice President, Research Analytics & Insights

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Data Product Manager within Stock Plan Services (SPS), you will lead the vision and strategy for a multi-year recordkeeping data product that supports both near-term recordkeeping goals aligned to long-term aspirations for data innovation. You will be accountable for defining business data subjects for our plan admin recordkeeping needs and working with technology leaders and delivery teams in delivering near-term solutions towards longer term business data needs and power API-driven solutions. Through your foresight and oversight you will support near-term execution in delivery squads aligned to long-term strategic goals for the plan admin product that lay the foundation for using data to drive innovation.</p><p>You will apply your deep stock plan expertise with data product management knowledge to drive innovation, ensure adoption of data standards, and deliver differentiated business value. You will work cross-functionally with technology, architecture, governance, and capability teams to ensure alignment, consistency, and excellence in data delivery.</p><p>You will also have a strong 'look ahead' mentality, anticipating future customer needs, market trends, and technical dependencies to build a proactive and resilient product roadmap. As part of planning, you will identify risks and opportunities early, align resources across the domain effectively, and ensure seamless execution of long-term strategies. Your ability to think several steps ahead will be critical in driving innovation, avoiding delivery bottlenecks, and maintaining alignment with business goals. Ideal candidates will have a passion for strategic planning, a collaborative spirit, and a proven track record of delivering value through foresight and preparation.</p><p><strong>The Team</strong></p><p>You will collaborate closely with the Product Area Leader, development squads, Chapter Leaders, and key stakeholders across SPS and the enterprise. You will foster a culture of agility, innovation, and continuous improvement while promoting Fidelity’s leadership principles and values.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>10+ years of experience in data product management, systems development, or technical leadership roles.</p></li><li><p>Proven ability to define and execute data strategies aligned with innovative business outcomes.</p></li><li><p>Strong fluency of data as a product thinking with data platforms.</p></li><li><p>Demonstrated ability to establish and monitor governance frameworks to drive adherence to a data strategy.</p></li><li><p>Experience with API development, data replication, and platform readiness (risk, compliance, performance).</p></li><li><p>Familiarity with data governance, metadata management, and enterprise taxonomy.</p></li><li><p>Demonstrated success in leading cross-functional teams and driving adoption of standards.</p></li><li><p>Proven ability to accept ambiguity and knowledge of how to apply your problem-solving skills to find your way out of the fog</p></li><li><p>Capable of collaborating across multiple teams and partners in a matrixed environment</p></li><li><p>Ability to think strategically and for the long term without sacrificing pace over perfection</p></li><li><p>Bachelor’s degree required; MBA or advanced technical degree preferred.</p></li><li><p>Financial services experience and Agile methodology exposure are strong pluses.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You think strategically and decompose a business strategy into an action, translating business needs into data solutions.</p></li><li><p>You are a strong communicator and collaborator, able to influence without authority.</p></li><li><p>You are technically fluent and comfortable working with architects, engineers, and data scientists.</p></li><li><p>You are passionate about data quality, governance, and delivering value through data.</p></li><li><p>You are comfortable managing complex initiatives and navigating organizational dynamics.</p></li><li><p>You are intellectually curious and committed to continuous learning and improvement.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Leading the definition and execution of equity compensation plan admin data product strategy across multiple squads and platforms.</p></li><li><p>Delivering robust data platform capabilities, including APIs, pipelines, and infrastructure readiness.</p></li><li><p>Driving adoption of data standards and practices across capability squads and environments.</p></li><li><p>Partnering with COEs (e.g., Architecture, Data Modeling, Governance) to ensure scalable and compliant solutions.</p></li><li><p>Prioritizing and managing a unified backlog of data-centric initiatives aligned with business goals.</p></li><li><p>Supporting data technology innovation through proofs-of-concept (e.g., data bridging, translation layers).</p></li><li><p>Ensuring data quality, reconciliation, archival, retention, and metadata management across the ecosystem.</p></li><li><p>Measuring and reporting on the performance and impact of data initiatives using critical metrics and scorecards.</p></li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Stock Plan Services delivers best-in-class equity compensation administration for corporate clients. As a Data Product Manager, your leadership will enable the modernization of SPS’s data ecosystem, supporting new product development, operational efficiency, and strategic growth. Your work will directly impact the quality, accessibility, and value of data across the organization.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Squad Lead - Data Product Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP 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 Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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

Planning Consultant - Geneva, IL

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 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<h3>Category:</h3>Customer Service

Financial Representative - Seal Beach, CA

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $106,500 - $171,500 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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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