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<h3>Job Description:</h3>The RoleThe FI Organization is seeking a Practice Management Consultant with proven subject matter expertise in helping advisors be more productive in their practices, and more informed when planning for growth and efficiency opportunities. The practice management offering provides support to financial services firms on the structure and delivery of in-house programs and content. These services are delivered through a variety of channels, including workshops, webcasts, and white papers as well as working directly with advisors and home office staff through regional events and in person consultations. The role will work alongside field wholesalers and relationship managers to boost client satisfaction, loyalty, and generate strong sales lift for our products and solutions. Lastly, the candidate will collaborate with other specialty consulting teams including investment management, portfolio construction, and financial planning to develop differentiated insights for our clients. Responsibilities include:<ul><li>Engage Advisors with insights, tools, and workshops to help them more efficiently lead and grow their practice.</li><li>Collaborate with firm home office personnel, helping them employ procedures and solutions to grow their business, build scale and efficiency, and provide valuable services to their advisors.</li><li>Provide key insights on industry trends, the competitive landscape, new technologies and overall influencers such as changing investor and advisor demographics, consumer technology, and regulatory issues.</li><li>Assess the quality and effectiveness of content and programs enabling continuous improvement and creation of new insights.</li><li>Partner with the Relationship Management and Sales organizations to increase and deepen client engagements.</li></ul>The Expertise and Skills You Bring <ul><li>Undergraduate degree or equivalent required. Advanced degree or equivalent experience desired.</li><li>10+ years in the broker-dealer or RIA industry with experience delivering consulting and practice management programs and services</li><li>Experience with benchmarking and best practice studies</li><li>Series 7, 63 preferred. Required to obtain within 90 days.</li><li>High familiarity with wealth management services within the financial services industry</li></ul><ul><li>Excellent communication and presentation skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience. Comfort with large audiences.</li><li>Solid analytical, strategic thinking, and creative problem-solving skills. These include but are not limited to: ability to analyze and define problems, collect data, establish facts, and draw valid conclusions.</li><li>Embodies tenacious drive, collaboration, customer-centric mindset, and owning result</li></ul><ul><li>Travel Required (50%+)</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regional and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients in growing their enterprises to improve our assets under management and market share.The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Consulting

Fidelity Investments

Vice President Practice Management Consultant

<h3></h3><h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3></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><h3></h3><h3>Certifications:</h3>Series 07 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Relationship ManagementMost 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.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.

Relationship Manager - Houston, TX (Highland Village)

<h3>Job Description:</h3>The RoleFidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space. This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody &amp; clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'Core responsibilities of an Associate Relationship Manager include:<ul><li>Present &amp; appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.</li><li>Develop actionable account plans that broaden product offering and defend existing assets</li><li>Work effectively across National Account Team (Including KAMs &amp; Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively</li><li>Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization</li><li>Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM</li><li>Implement Fidelity’s investment products onto client investment platforms seamlessly</li><li>Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements</li><li>Facilitate client interactions with Fidelity Asset Management &amp; Investment Specialists</li><li>Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events</li><li>Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service</li><li>Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s Degree</li><li>Series 7 and 63</li><li>Applicable Investment Certifications such as CFA, CIMA, Etc.</li><li>Passion for the financial or investment management industry</li><li>5 years of experience working in the Financial or Investment Management industry</li><li>Excellent interpersonal and communication skills</li><li>Strong investment acumen</li><li>Team Attitude that is both positive and demonstrates a strong work ethic</li><li>Self-motivated with a dedication to continuous self-improvement</li><li>Ability to thrive in a fast-paced and collaborative environment</li><li>Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity &amp; Client priorities</li><li>Quick learner with ability to adapt to new situations</li><li>Effective listening, communication, and presentation skills</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.<h3>Certifications:</h3>Series 07 - FINRA, Series 52 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Director -Associate Relationship Manager, Core Wealth

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-North HarrisLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Lone Star College-North Harris, nestled on 200 acres of piney woods, is the original and largest college in the Lone Star College System family. Serving the community for more than three decades, LSC-North Harris offers more than 60 programs of study, including university-transfer and numerous education courses and programs. LSC-North Harris is keenly focused on leading-edge technology in emerging technical job fields.Location address is 2700 W.W. Thorne Drive, Houston, TX 77073.Job DescriptionPURPOSE AND SCOPE:The PT Coordinator II, Welcome Center (G) for the Title III grant, facilitates daily operations within assigned area. Responsible for coordination of support functions such as scheduling, communications, workflows, supplies, information processing, and staff support. May be responsible for coordinating budget planning process and for tracking and coordinating budget expenditures. Makes and communicates process decisions based on best practices.This is a temporary, grant-funded position. Continuation of the position from one academic year to the next is contingent upon continued grant funding.ESSENTIAL JOB FUNCTIONS:<ul><li>Coordinate daily operations of assigned area. Maintain records. Maintain current knowledge base of assigned area and acts as a point of contact for internal and external customers</li><li>May schedule and prioritize work and activities and organize training materials for staff</li><li>Create and submit a variety of reports related to assigned area and presents findings. May make presentations to both internal and external customers</li><li>Coordinate various department and leadership calendars and schedules. Plan, schedule and coordinate various meetings/seminars/events, including site selection and preparation, marketing and training materials, and general support</li><li>May be responsible for ensuring and maintaining compliance with local/state/federal compliance of processes and documentation within assigned area</li><li>Monitor and control resources such as office supplies and equipment needed within the department. Submit requisitions, and review and approve/deny purchase requests in accordance with the budget. Assist with management of the department budget</li><li>Assists with creating methods of evaluation of assigned area. Analyzes results and makes recommendations for revisions to objectives and strategies </li><li>Assists with management of the department budget</li><li>Takes part in and/or takes lead on special projects as needed</li><li>Essential Functions' main focus will be on the student experience. Areas generally involve (but are not limited to) learning centers, labs, student activities, curriculum and instruction, tutoring and training, advising and counseling, transcript evaluation, enrollment, orientations, recruitment and outreach 'etc. May work closely with Faculty</li><li>Responsible for other reasonable related duties as assigned</li></ul>KNOWLEDGE, SKILLS, AND ABILITIES:<ul><li>Strong attention to accuracy and detail</li><li>Excellent knowledge of general office and software applications</li><li>Ability to prepare and analyze reports</li><li>Possesses excellent organizational skills</li><li>Strong multi-tasking abilities with the ability to prioritize duties</li><li>High level of customer service</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE AND CONDITIONS:<ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>Associate's degree and at least 3 years of related work experience, or an equivalent combination of education and experience</li></ul>SalaryHourly Pay Rate is $20.29Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment, excellent work/life balance, tuition waiver, participation in a tax deferred retirement plan and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Part-Time Coordinator II, Welcome Center-Grant Funded

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-University ParkLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Established in 2012, Lone Star College-University Park has been recognized nationally and internationally for its innovation, as well as its focus on student access and success. Conveniently located off SH 249 in the heart of northwest Houston, Lone Star College-University Park is known as the "community's college," providing students with highly affordable degree and certificate programs that transfer seamlessly to four-year universities or lead to direct employment. Campus facilities include the Center for Science &amp; Innovation, the Energy &amp; Manufacturing Institute, Learning Innovation Labs and the Geology Rock Wall. Location address is 20515 SH 249 (TX 249 and Louetta Road), Houston, TX 77070.Job DescriptionPURPOSE AND SCOPE:The PT Coordinator I, Planning and Events assists supervisors and managers by ensuring the accomplishment of operational outcomes in processes or programs. Assists in the planning, implementing and logistical support for college functions, special events, community events and programs. The coordinator develops and maintains a working relationship with faculty, staff and leaders of outside groups in planning and scheduling all events and programs for the college, supervises all support activities and makes arrangements for housing, food services, facilities and amenities with the college and approved vendors.ESSENTIAL JOB FUNCTIONS:<ul><li>Plan, organize, implements and coordinate campus-wide and co-sponsored special events</li><li>Work extensively with faculty, staff and administrators to plan departmental events</li><li>Oversee setup, management and event clean up</li><li>Liaise between the college and external customers</li><li>Administer campus rentals and contracts</li><li>Handle event budget allocations and reconciliations</li><li>Oversee vendor quotes and negotiations</li><li>Troubleshoot and resolve event related issues</li><li>Assist with non-academic and special events room scheduling</li><li>Lead cross-functional departmental event meetings for changes and/or updates</li><li>Maintain and update the R25 scheduling system for accuracy and data maintenance</li><li>Schedule internal and external events and assign space as needed in R25</li><li>Creates R25 reports for space utilization, academic queries and iStar errors</li><li>Perform other tasks as related to event management and scheduling</li><li>Responsible for other reasonable, related duties as assigned</li></ul>KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>Knowledge of R-25 and X-25 databases</li><li>Strong attention to accuracy and detail</li><li>Possesses good organizational skills</li><li>High level of customer service</li><li>Has basic knowledge of general office and software applications</li><li>Close visual acuity to perform an activity such as: preparing and analyzing data and figures, viewing a computer terminal, and/or extensive reading</li><li>Expressing or exchanging ideas by means of the spoken word including those activities in which they must convey detailed or important spoken instructions to others accurately, loudly, or quickly</li><li>This position requires attention to details and basic knowledge of the general office use of computers and software applications. </li><li>Requires a working knowledge of general office procedures and practices</li><li>Ability to prepare reports</li><li>Ability to prioritize duties</li><li>Ability to receive detailed information through various communication channels, and to respond appropriately</li><li>Ability to convey detailed or important spoken instructions to other workers accurately and concisely</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE AND CONDITIONS: <ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>High school diploma or GED and at least 1 year of relevant work experience, or an equivalent combination of education and experience</li></ul>PREFERRED QUALIFICATIONS:<ul><li>Associate's degree</li><li>Two years of experience coordinating and directing special events, including event set-up, catering, and decorations and other hospitality needs</li></ul>SalaryHourly Pay Rate is $17.58Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment, excellent work/life balance, tuition waiver, participation in a tax deferred retirement plan and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Part-Time Coordinator I, Planning and Events

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!&nbsp;You will make an impact by:<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>Your Experience Includes:<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>Education:<ul><li>High school graduate or equivalent.</li><li>Associate’s degree in business administration or related field.</li></ul>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.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.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.

West Coast University

Proctor - Part-time

<h3>Job Description:</h3><h3>The Role </h3>Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated Director, NQDC Growth Strategy to join our team! You will work across product, marketing, consulting, and sales to develop and implement strategies to achieve growth objectives for our industry leading NQDC Product. You will need to deliver measurable growth results by keeping up with market trends, conducting or sponsoring new analysis, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you! <h3>The Expertise and Skills You Bring </h3><ul><li>10+ years of related financial services experience, preferably in product management, product marketing, and/or project management </li><li>5+ years of experience supporting NQDC administration or NQDC product management </li><li>Experience leading or supporting the growth of a new product, brand, or business in B2B and/or B2C environments </li><li>History of solving for ambiguity and 'crafting from scratch' </li><li>History of developing opportunities in white space as an analytical problem solver who can connect the dots to fuel growth </li><li>History of evangelizing narratives and driving projects forward through rallying teammates to action </li><li>Bachelor’s degree or equivalent experience preferred </li><li>Experience supporting the enablement of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization </li><li>You have a continuous improvement approach, are willing to challenge the status quo and push for new thinking, and enable an agile way of working </li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with partners and customers and internally, across Fidelity and at all levels of the firm </li><li>You’re capable of leading, influencing, and motivating colleagues without formal authority </li><li>You’re energized by working collaboratively to deliver agreed-upon business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress </li><li>Ability to develop and implement growth strategies that deliver measurable results. You know how to adjust these strategies as the products and markets evolve </li></ul><h3>The Value You Deliver </h3><ul><li>Partner with the Product Area Leader to execute on the go-to-market strategy by managing facets of business health, including but not limited to: </li><li>NQDC pipeline management – establish and reinforce best practices </li><li>Working closely with Sales and Workplace Consulting to target proactive business development opportunities </li><li>Competitive intelligence and benchmarking initiatives </li><li>Working closely with our partners in Marketing to advance a robust B2B marketing plan, including a full inventory and prioritization of new or revised materials </li><li>Establishing NQDC educational content partnerships for internal and external consumption </li><li>Creating and maintaining NQDC capabilities and segmentation guides </li><li>Propose strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. </li></ul><h3>The Team </h3>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. The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants.The domain focuses on four major tenets in operating principles and design decisions: <ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience. </li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets </li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs. </li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people. </li></ul>Workplace Investing’s NQDC offering provides companies with outstanding administration for their nonqualified plans. NQDC Product Development supports the business and technology work streams that deliver against approved initiatives including new experiences for participants and plan sponsors and improvements to existing experiences. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, NQDC Growth Strategy

<h3></h3><h3>Job Description:</h3>Team Lead, Advisor ExperienceAre you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.Note: Fidelity is not providing immigration sponsorship for this position<ul><li>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</li></ul>The RoleThe Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.The Expertise and Skills You Bring <ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul>The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Client ServiceMost 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.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.

Team Lead, Advisor Experience

<h3></h3><h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Customer ServiceMost 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.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.

Financial Services Representative - Houston, TX (Champion Forest)

<h3>Job Description:</h3>The Role As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:• Requirements Gathering &amp; Analysis• User Stories and Acceptance Criteria• Legal, Risk, and Compliance Review and Approval• Testing and Validation • Customer Rollout Strategy, Planning, and Execution• Customer Data and Feedback Analysis and ReportingIn this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand data sources, understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution. The Skills and Expertise You Bring:<ul><li>Bachelor's degree required</li><li>8+ years of business analysis experience delivering digital experiences to customers.</li><li>Strong understanding of the digital product life cycle. </li><li>Customer-focused with a passion to solve challenges through a data driven approach. Expertise with Tableau, Power BI etc. is preferred. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage. </li><li>Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams. </li><li>Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage. </li><li>Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage. </li><li>Having financial domain knowledge is a plus.</li><li>Experience working in an agile team required</li><li>An affinity for technology and stay up to date on industry innovations</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position</h3>The Team This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

149 Project Management / Professional Services Jobs in Texas