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<h3>Job Description:</h3><h3>Planning Consultant</h3>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.<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>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!<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>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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - 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.

Fidelity Investments

Planning Consultant - Fairfield, CT

<h3>Job Description:</h3>The PositionThe Workplace Investing Risk Manager supports general risk oversight for the Workplace Investing. You will support businesses within Workplace Investing across different products and programs by efficiently and effectively assessing and documenting risks and controls through proactive risk assessments and readiness assessments. In addition to proactive risk assessments and readiness assessments there be strong focus on managing risk incidents, including the use of qualitative and quantitative measures to determine control effectiveness and identifying areas to strengthen controls to prevent risk.This role will analyze data and controls to identify and measure risks, perform targeted risk assessments, and use data visualization tools to aid identification of Workplace Investing risk. To successfully execute these responsibilities, the candidate will have experience managing projects and using influencing skills to achieve goals. The ideal candidate will have a demonstrated commitment and passion for risk management and will be a critical thinker with strong analytical skills who is able to prioritize and manage multiple projects and deliver high-quality work. This role requires someone who is hard working, results oriented and eager to learn. Prior Workplace Investing experience in Operational roles is preferred.Job Profile SummaryProvides independent and objective risk management services, builds and sustains effective work relationships with stakeholders, and enhances business performance through effective and efficient risk identification, mitigation, and proactive management. They drive team objectives through:<ul><li>Independently leading and overseeing complex projects, risk program activities, such as the timely completion of high-quality risk assessments and control testing.</li><li>Leading team projects, risk programs, and participating in cross-BU initiatives.</li><li>Partnering with Business Unit leaders to prioritize initiatives and remediation efforts as needed</li><li>Focusing on process improvement and increased usage of data analytics and automation</li><li>Deepening business domain knowledge and expanding scope to support new products and initiatives.</li><li>Building relationship with business partners.</li></ul>Responsibilities<ul><li>Apply deep knowledge of Fidelity’s Risk Management framework.</li><li>Work with business partners to identify, refine, and document risks &amp; controls</li><li>Coordinate efforts with Technology &amp; Product agile teams and oversee risk tool work through testing and implementation.</li><li>Provide daily support and complex problem resolution management for Business Units</li><li>Provide guidance to team members</li><li>Proactively address concerns or roadblocks during assessments.</li><li>Create and present regular and ad hoc status reports, dashboards, and Business-specific metrics</li><li>Review, analyze, and recommend monitoring routines and KRIs as needed</li></ul>The Skills You Bring<ul><li>You demonstrate risk management knowledge and experience, including risk assessment and control evaluation</li><li>You demonstrate data analytics skills with experience with data analytics tools</li><li>You communicate clearly, concisely, and have the ability to influence others via written and/or verbal communication</li><li>You can demonstrate critical thinking and approach work with an objective point of view</li><li>You are comfortable working in a fast-paced environment and owning multiple initiatives simultaneously and show the ability to shift focus as needed based on the changing risk environment</li></ul>The Expertise You Have<ul><li>Bachelor’s degree preferred</li><li>Prior 10+ years of relevant experience in financial services, risk management, audit, or compliance</li><li>Deep understanding of risks and controls, ability to develop frameworks and standards, and document strong control statements</li><li>Strong knowledge of various risk programs, risk management practices and frameworks</li><li>Leader with ability to navigate and influence across the organization</li><li>Strong analytical and problem-solving skills evidencing the ability to think and act strategically</li><li>Data Analytics technical skills such as high proficiency with Excel, Power BI, Alteryx, etc..</li><li>Shown success in collaborative leadership and working with executive leaders and internal business partners</li><li>Excellent communication skills, including creating PowerPoint presentations and taking large volumes and/or complex information and presenting is a way that is easy to understand </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWorkplace Investing Risk, part of Fidelity’s Legal, Compliance and Risk organization (LRC) provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, the WI Risk Team is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes. Additionally, the team is involved with escalation and oversight of incidents occurring within WI and ensuring appropriate remediation efforts have been documented and completed.<h3>Certifications:</h3><h3>Category:</h3>RiskMost 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.

Risk Manager

<h3>Job Description:</h3>The RoleDirector, Asset Management Risk – Resiliency &amp; Operational Risk StrategyA strategic leadership role shaping the resiliency, governance, and risk posture of Fidelity’s global Asset Management organization.We are seeking a Director of Asset Management Risk to lead a critical and highly visible function responsible for advancing the resiliency, continuity, and operational risk capabilities across Fidelity’s Asset Management (AM) business. This is a unique opportunity for a seasoned risk leader to influence enterprise‑wide strategy, elevate risk maturity, and guide the organization through a complex and rapidly evolving risk landscape.In this role, you will bring thought leadership, strategic insight, and strong collaboration skills to help the organization anticipate risks, strengthen controls, and enhance preparedness for business and technology disruptions. You’ll work across trading, technology, operations, investment teams, and enterprise partners—positioning this role at the center of AM’s operational and strategic ecosystem.The OpportunityAs Director, you will:<ul><li>Set direction for AM’s resiliency and continuity strategy, ensuring alignment with enterprise standards while tailoring approaches to the unique needs of our global investment business.</li><li>Provide senior‑level risk advisory support on assessments, governance, issue escalation, program enhancements, and emerging threat analysis.</li><li>Lead a disciplined approach to continuity planning, crisis readiness, and recovery strategy, ensuring AM is positioned to operate effectively during and after disruptive events.</li><li>Oversee testing and validation of AM’s technology and vendor resiliency programs, partnering closely with Fidelity’s enterprise technology teams.</li><li>Direct the review and governance of information barriers and control frameworks across business units.</li><li>Drive a data‑driven approach to risk identification and decision‑making through automated workflows, dashboards, predictive analytics, and leading risk indicators.</li><li>Represent AM Risk in enterprise working groups, governance forums, and key senior‑leadership discussions.</li></ul>This role offers substantial exposure to senior executives, opportunities to influence enterprise risk posture, and the ability to shape the long‑term resiliency and operational strategy for the Asset Management business.What Makes This Role Exciting<ul><li>Enterprise Impact: Your strategies will directly influence how Asset Management prepares for, responds to, and recovers from operational and technology risks.</li><li>Strategic Leadership: You’ll shape the future of resiliency practices and advance AM’s operational risk maturity.</li><li>Cross‑Functional Influence: You’ll work across the entire business—trading, technology, operations, investments, data analytics, compliance, and enterprise partners.</li><li>Innovation Opportunity: Drive adoption of advanced analytics, automation, and modern resiliency engineering practices, including cloud‑based (AWS) resiliency.</li><li>Executive Visibility: Present insights, recommendations, and risk intelligence to senior leaders across AM and the enterprise.</li><li>Career Acceleration: This role positions you as a trusted advisor, thought leader, and enterprise‑wide influencer in a domain that is increasingly critical to financial services.</li></ul>The Expertise You Bring<ul><li>Bachelor’s degree preferred</li><li>Extensive experience in operational risk, business resiliency, technology risk, or related leadership roles</li><li>Strong command of data analysis</li><li>Deep understanding of continuity planning, technology recovery, and cloud resiliency practices</li><li>Experience advising senior leaders and influencing risk‑related decisions</li><li>Familiarity with Asset Management or Investment Management tech and operations</li></ul>The Skills You Bring<ul><li>Proven leadership experience driving risk or resiliency programs at scale</li><li>Ability to translate complex risks into actionable insights for senior leaders</li><li>Excellence in executive‑level communication, presentation, and stakeholder engagement</li><li>Ability to build consensus and influence across diverse business and tech teams</li><li>Strong project and program management discipline</li><li>Demonstrated ability to design metrics, dashboards, and leading indicators that inform strategic decisions</li><li>Strong judgment, critical thinking, and problem‑solving skills in time‑sensitive environments</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAsset Management Risk provides strategic direction and risk intelligence to leaders across Fidelity’s AM business. We proactively identify, analyze, and monitor risks to safeguard the interests of the firm, clients, and associates. By partnering with business and technology leaders, we strengthen controls, streamline processes, and elevate the resiliency and stability of the organization. As a director on our team, you will play a key leadership role in driving a more resilient and risk‑aware Asset Management organization.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>Risk

Director, Risk

<h3>Job Description:</h3>The GroupQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The RoleAs member of this team, you will be developing alpha signals and risk models from end-to-end (from raw data to live strategies/portfolios). You will leverage standard and advanced tools from econometrics, statistics, stochastic calculus, machine learning, network graph analysis, etc. to pursue applications mostly for quant equities but likely with some exposure to quant credit and cross-asset strategies. This effort will create opportunities for Fidelity to utilize large volumes of structured, unstructured, alternative, and market data to develop new and proprietary sources of alpha to drive growth for the firm across our equity and fixed income strategies. You will engage in data exploration, modeling, and research to craft novel sources of alpha and new measures of risk and while strengthening our existing quant platform, and investment and research capabilities. This individual will be a hands-on contributor and be part of a nimble and high impact team that is developing differentiated strategies.The Value You Deliver<ul><li>Develop quant methodologies that leverage variety of data sources</li><li>Contribute innovative ideas and execute on them within our research process</li><li>Work closely with other team members to support ongoing research efforts</li><li>Develop trading strategies from idea generation, testing, all the way to production</li><li>Contribute to our quant research platform effort</li><li>Contribute to the broader training and development of an elite quantitative and data driven research and investment team</li><li>Help craft the overall research and development agenda</li></ul>Education and Experience<ul><li>5+ years of relevant work experience in a quantitative asset management role</li><li>PhD in a quantitative field of finance/economics or in statistics, applied mathematics, physics, computer science, engineering, or a closely related field is required</li><li>Alternatively, a master’s or equivalent advanced degree in aforementioned fields but with 8+ years of relevant work experience in a quantitative asset management role</li><li>Experience in developing alpha signals, risk models and investing strategies</li><li>Experience in wrangling with large structured and unstructured data in an efficient and scalable manner</li><li>Experience in leveraging LLMs/GenAI as part of day-to-day research &amp; development and as building block for quant models</li><li>Strong background in quantitative investing</li><li>Passion for the market</li><li>Ability to write and deploy robust production-quality code is required</li><li>Experience in deploying network graph technologies and/or techniques in live investment strategies is required</li><li>Experience in equity, fixed Income, derivatives (multi-asset class experience) is required</li><li>Experience in delivering automated end-to-end workflows (from raw data to optimized portfolio)</li></ul>The Skills You Bring<ul><li>Thorough understanding and ability to drive the quantitative process across its lifecycle from idea generation, development, testing and production</li><li>Ability to clearly communicate and explain complex topics, share ideas, initiate and bring to fruition collaborative efforts across investment divisions</li><li>Outstanding hands-on research skills including data exploration, model development and evaluation, training, validation, and deployment at scale</li><li>Collaborative, creative and team-oriented approach to research, investing and technology</li><li>Excellent programming skills with Python and SQL</li><li>Ability to work with large, unstructured datasets and modern (cloud-based) technologies e.g. Snowflake (SQL), S3, Docker etc.</li></ul>The base salary range for this position is $150,000 - $250,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Quantitative Researcher

<h3>Job Description:</h3>If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial services and planning</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>The Purpose of Your RoleIn this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. The Skills You Bring<ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity</li></ul><h3>The Value You Deliver</h3>This member of branch management will:<ul><li>Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction</li><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul>How Your Work Impacts the Organization If your dreams are to run your own investor center, this role is your first step. You’ll learn firsthand how to lead a successful and compliant office, and most importantly, you’ll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.<h3>Certifications:</h3><h3>Category:</h3>SalesMost 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.

Branch Leader - West Hartford, CT

<h3>Job Description:</h3>The RoleThe Director, Asset Management Compliance Program and Sub-adviser Oversight, will play a key role in supporting the build out of new compliance programs, overseeing various program requirements, including mutual fund, institutional adviser, and NFA/CFTC compliance, as well as performing ongoing oversight of Board approved sub-advisers. You will interact with compliance leaders within Asset Management and across the firm to ensure program requirements are carried out appropriately. This exciting and varied role allows you to use your communication, organization, and critical thinking skills to manage day-to-day deliverables of the fund and adviser compliance programs while evaluating the impact of regulatory and business changes and implementing program enhancements. The Expertise and Skills You Bring<ul><li>Bachelor’s degree or equivalent</li><li>Strong compliance, risk, and/or regulatory experience in the financial services industry</li></ul><ul><li>Typically, 10+ years industry-related experience</li><li>Strong understanding of asset management laws and regulations, including investment company, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments or digital assets.</li></ul><ul><li>Broad familiarity with Fidelity’s Asset Management business and fund service providers across the firm</li><li>Ability to understand complex issues and compliance requirements and to provide clear and concise explanations in written and verbal communications, including to senior members of Fidelity</li></ul><ul><li>Proven time and project management skills</li><li>Outstanding organizational skills and people and program management while also contributing a high volume of individual work</li><li>Driven to evaluate opportunities for process improvements through technology and other creative solutions</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver Drive regulatory compliance for Fidelity’s asset management business by overseeing key service providers, providing guidance on program elements, and providing support and reporting to chief compliance officers and fund boards.The TeamAsset Management Compliance ('AMC') works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.The base salary range for this position is $103,000-211,000 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>Compliance

Director, Asset Management Compliance Programs and Sub-Adviser Oversight

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $61,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Bethesda, MD

<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 – FINRAThe base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Naperville, IL

We have an opening for a Financial Aid Coordinator at our&nbsp;Chattanooga State campus!
Our Purpose&nbsp;- We support and empower everyone in our community to learn without limits.
Our Values:&nbsp;
We cultivate a welcome and supportive environment.
We care about the well-being of each other.
We instill trust through integrity and transparency.
We encourage fearless innovation and resilience.
We collaborate to build a better future.
Our Mission&nbsp;-&nbsp;We are Chattanooga State, a dedicated team that delivers accessible, innovative learning opportunities that surpass expectations.&nbsp; Together, we enrich the lives of students, and their families; develop a talented workforce; and partner with our community to lead boldly into the future.
POSITION SUMMARY
The Coordinator position is the primary point of contact for the TCAT Student Services and TCAT students on our campus. The Coordinator is responsible for the administration for state grants: TCAT TN Promise, TCAT Reconnect, TCAT TSAA, and Wilder Naifeh Technical Skills Grant, as well as the administrator for federal Title IV aid for all TCAT students which encompasses Federal Pell Grant and federal student loans. This includes verification of application and eligibility, calculation of award amounts and adjustments, monitoring of enrollment and engagement, and certification and reconciliation of award payments. The Coordinator serves as the liaison with state agencies (THEC/TSAC) and utilizes the FAST student information system for downloading eligibility reports, updating eligibility data, certifying award payments, and making payment adjustments. In addition, the role maintains extensive knowledge of clock hour programs, federal and state eligibility, and college financial aid requirements, policies, and procedures.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
Holistic Student Support
<ul>
<li>Serve as primary liaison between TCAT and Office of Financial Aid</li>
<li>Daily monitoring of award applications, eligibility changes, registration, engagement, and academic progress with timely responses to and communications with TCAT students and parents (within FERPA guidelines)</li>
<li>Builds positive working relationships with colleagues in other Chatt State offices, TCAT offices, TCAT instructors, and outside agencies</li>
<li>advise students and families and answer questions related to aid eligibility requirements, missing or incomplete documentation, and aid status</li>
</ul>
Fiscal Stewardship
<ul>
<li>Ensure accurate administration of federal, state, and institutional financial aid funds in accordance with all applicable regulations.</li>
<li>Monitor fund expenditures and reconcile accounts regularly to prevent over-awards, aid discrepancies, or compliance risks.</li>
<li>Adheres to consistent, accurate policies, procedures, and processes for awarding TCAT students, making award adjustments, and evaluating eligibility in accordance with federal, state, and institutional guidelines</li>
<li>Develops and adheres to consistent, transparent business practices, both within the Financial Aid Office and in collaboration with outside offices, for accurate fund reconciliation, monitoring of award payments/adjustments, and requests or returns of state funds</li>
</ul>
Organizational Culture &amp; Inclusive Practices
<ul>
<li>Collaborates with TCAT for proactive outreach and engagement of students</li>
<li>Establishes clear communication channels with students, faculty, staff, and outside agencies</li>
<li>Coordinate with other Financial Aid staff to maintain constant coverage of escalations and emails from other offices on campus</li>
<li>Contribute to a positive, collaborative, and respectful team culture focused on shared goals, continuous improvement, and high-quality student service.</li>
<li>Engage in ongoing professional development</li>
</ul>
Program Innovation
<ul>
<li>Monitor attendance and eligibility requirements for all students in clock hour programs</li>
<li>Provide input regarding compliance and processing for clock hour programs</li>
<li>Develop innovative approaches to ensure ongoing compliance with federal, state, and institutional regulations.</li>
<li>Evaluate changes in financial aid regulations and adjust internal processes to maintain compliance while optimizing operational efficiency.</li>
</ul>
KNOWLEDGE, SKILLS, AND WORK CHARACTERISTICS
<ul>
<li>Effective time management and prioritization of job demands</li>
<li>Attention to detail and understanding of data analysis, mathematical &amp; financial computations, and identifying/resolving data discrepancies</li>
<li>Ability to work collaboratively and establish positive, productive working relationships</li>
<li>Excellent communication and customer service skills</li>
<li>Demonstrates continuous learning and improvement in knowledge of and compliance with state regulations, technical processes, and professional development</li>
<li>Works independently, with minimal supervision, meets goals and deadlines, is self-directed and seeks innovative ways to perform job responsibilities efficiently and effectively</li>
<li>Other duties as assigned.</li>
</ul>
QUALIFICATIONS
<ul>
<li>Must possess at least an Associate’s Degree in a related field, such as Accounting, Finance, Business, or Education – Bachelor’s preferred</li>
<li>Proficient in Microsoft Office and other commonly used office applications</li>
<li>Prefer experience working with a student information system, such as Ellucian Banner, Ellucian Colleague, or PeopleSoft.</li>
<li>Extensive experience working in a finance, customer service, or educational setting, preferably at a postsecondary institution</li>
<li>Comfortable working in a stressful, fast-paced environment with a high level of sensitivity towards confidentiality and working with a diverse student population</li>
<li>Demonstrated skills in basic accounting and clerical functions</li>
</ul>
PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
Work is typically performed in an office environment. While performing the duties of this position, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone, use hands repetitively to operate standard office equipment; reach with hands and arms; and lift up to 25 pounds.
Specific vision abilities required by this position include close vision, distance vision and the ability to adjust focus.
Mental Demands
While performing the duties of this position, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine and complex office administrative problems; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks.
Salary Range: $48,572 - $60,715
* Application review will start 30 days after posting *

Motlow State Community College


      Financial Aid Coordinator
    

Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.Position Summary: The Senior Manager, Process Safety Management, Emergency Response and Occupational Safety is accountable for administering and executing process safety management and occupational safety programs for the site to achieve compliance with applicable local/federal regulations and result in an environmentally safe workplace. This includes oversight of capital renovations, new construction projects, and daily operational safety, in alignment with BMS standards and current Good Manufacturing Practices.Responsibilities:<ul><li>Provide technical and regulatory guidance on process safety management and occupational safety issues, focusing on the recognition, evaluation and control of physical, chemical, and environmental hazards.</li><li>Development of proper procedures, work practices, and equipment to use in order to ensure compliance with all BMS standards,&nbsp;legal requirements, and regulations in these fields.</li><li>Conduct EHS self-assessment programs, policies and procedures to ensure compliance with applicable local, federal regulations and company directives.</li><li>Review capital renovations and new construction projects to ensure environmental, industrial hygiene and Safety issues are included since design.</li><li>Participate in legal and regulatory agencies inspections site audits, and as Site contact for EHS community outreach activities and the Community Awareness &amp; support Emergency Response Program.</li><li>Responsible to lead the implementation of&nbsp;Process Safety Management, Occupational Safety programs for the site which include the following duties:</li><li>Develop and deliver occupational safety, process safety management and support contractor safety &amp; emergency response team training programs.</li><li>Develop &amp; conducts process hazard analysis, support in development &amp; conducts emergency pre plans, and coordinate drills, &nbsp;</li><li>Maintain statistics, trends and applicable reports and presentations Represents the site on EHS issues through participation in Professionals Industry Association.</li><li>Conduct and/or participate in process hazard reviews of new and existing equipment to ensure environmental, industrial hygiene, occupational safety, emergency response is included since its design.</li><li>Participate in the site’s departmental environmental, health and safety self-inspections program.</li><li>Participate, support, lead and /or implement the 14 elements of the process safety programs, business continuity and occupational safety such as but not limited to, electrical safety, contractor safety, fire protection</li><li>Support the contractor qualification program to assure contractors meet minimum EHS requirements prior to offer services to BMS.</li><li>Administer the PSM incident investigations program to determine rood cause and develop action plan to avoid recurrence and follows-up to ensure improvements are implemented</li><li>Lead as required and actively participate in the site’s EHS Committee.</li><li>Supports the department to comply with the budget to assure controlled expenses within established goal and; supports department director in administrative areas such as budget, capital appropriation, change control and company representation.</li><li>Perform other related duties, as required.</li></ul>Education/Experience/ Licenses/Certifications:<ul><li>Bachelor Degree in Chemistry, Engineering or related EH&amp;S field</li><li>At least five (5) years of experience working at Environmental, Health and Safety in the Pharmaceutical industry</li><li>Fully cognizant of applicable Federal and Commonwealth rules and regulations</li><li>Demonstrated leadership skills</li><li>Strong negotiation and influencing skills</li><li>Excellent verbal and written communication skills, Capable of working with minimal direct supervision.</li><li>Good interpersonal skills</li><li>Excellent Problem Solving Skills</li><li>Computer knowledge</li><li>Bilingual (Spanish and English).</li></ul>If you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Compensation Overview:Manati - PR - US: $82,030 - $99,405&amp;#xa;The starting compensation range(s) for this role are listed above for a full-time employee (FTE) basis. Additional incentive cash and stock opportunities (based on eligibility) may be available. The starting pay rate takes into account characteristics of the job, such as required skills, where the job is performed, the employee’s work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated experience.&nbsp; Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit <a href="https://careers.bms.com/life-at-bms/" target="_blank">https://careers.bms.com/life-at-bms/</a>. Benefit offerings are subject to the terms and conditions of the applicable plans in effect at the time and may require enrollment. Our benefits include:<ul><li>Health Coverage: Medical, pharmacy, dental, and vision care.</li><li>Wellbeing Support: Programs such as BMS Well-Being Account, BMS Living Life Better, and Employee Assistance Programs (EAP).</li><li>Financial Well-being and Protection: 401(k) plan, short- and long-term disability, life insurance, accident insurance, supplemental health insurance, business travel protection, personal liability protection, identity theft benefit, legal support, and survivor support.</li></ul>​Work-life benefits include:Paid Time Off<ul><li>US Exempt Employees: flexible time off (unlimited, with manager approval, 11 paid national holidays (not applicable to employees in Phoenix, AZ, Puerto Rico or Rayzebio employees)</li><li>Phoenix, AZ, Puerto Rico and Rayzebio Exempt, Non-Exempt, Hourly Employees: 160 hours annual paid vacation for new hires with manager approval, 11 national holidays, and 3 optional holidays</li></ul>Based on eligibility*, additional time off for employees may include unlimited paid sick time, up to 2 paid volunteer days per year, summer hours flexibility, leaves of absence for medical, personal, parental, caregiver, bereavement, and military needs and an annual Global Shutdown between Christmas and New Years Day.All global employees full and part-time who are actively employed at and paid directly by BMS at the end of the calendar year are eligible to take advantage of the Global Shutdown.*Eligibility Disclosure: The summer hours program is for United States (U.S.) office-based employees due to the unique nature of their work. Summer hours are generally not available for field sales and manufacturing operations and may also be limited for the capability centers. Employees in remote-by-design or lab-based roles may be eligible for summer hours, depending on the nature of their work, and should discuss eligibility with their manager. Employees covered under a collective bargaining agreement should consult that document to determine if they are eligible. Contractors, leased workers and other service providers are not eligible to participate in the program.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.Supporting People with DisabilitiesBMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.Candidate RightsBMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Data ProtectionWe will never request payments, financial information, or social security numbers during our application or recruitment process. Learn more about protecting yourself at <a href="https://careers.bms.com/fraud-protection" target="_blank">https://careers.bms.com/fraud-protection</a>.Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.If you believe that the job posting is missing information required by local law or incorrect in any way, please contact BMS at <a href="mailto:TAEnablement@bms.com" target="_blank">TAEnablement@bms.com</a>. Please provide the Job Title and Requisition number so we can review. Communications related to your application should not be sent to this email and you will not receive a response. Inquiries related to the status of your application should be directed to Chat with Ripley.R1598016 : Manager, Process Safety Management

815 Project Management / Professional Services Jobs