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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist to work in Salt Lake City, UT! <h3>Client Experience Specialist</h3> Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Client Experience Specialist team. As a Client Experience Specialist, you will be the primary point of contact for any service-related activities for Giving Account Holders, Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Then to add icing to the cake you will have an opportunity to work closely with our operation departments assisting with back-office processing for part of your day. Still interested? Read on. <h3>The Expertise We’re Looking For </h3> <ul> <li>Associate’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment. </li><li>Strong customer service skills. </li><li>Attention to detail with strong follow-through </li></ul> <h3>The Purpose of Your Role</h3> Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with clients using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction - our donors are generously giving to non- profit organizations in an effort to meet philanthropic goals. You get to be a part of that! <h3>The Skills You Bring</h3> <ul> <li>Your strong verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>Demonstrates attention to detail, with good follow-through </li><li>Technical proficiency with strong problem solving skills </li><li>You are able to 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) Various shifts are available. Shift is 9:30 AM - 6:00 PM MST, Monday – Friday. Business hours are 8:30 AM - 8:30pm EST, Monday-Friday. </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Performing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </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. 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>Company Overview</h3> At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation.

Fidelity TalentSource

Client Experience Specialist

Purpose: The Night Manager Trainee assists the management team by ensuring the smooth and efficient operations of a Dierbergs store, by developing and building the character of the team; focusing on better execution of programs, procedures and policies; and continually working toward creating better customer experiences to help create a long-term sustainable business. Qualifications: <ul><li> Previous retail or supervisory experience </li><li>Demonstrated leadership through extracurricular activities</li><li>2+ years experience in a supervisory position in a comparable retail environment</li></ul> Essential Job Functions: Management of Store/Department Operations <ul><li> Develop proficiency of grocery operations including, but not limited to, ordering, stocking and merchandising product, overseeing aisle assignments, slotting of new products, resets, communicating with vendors and building displays </li><li> Develop a basic understanding of front-end operations </li><li> Maintains Dierbergs' standards on a consistent basis </li><li> Responsible for rotation and freshness ensuring customers receive quality products </li><li> Manages shelf and store appearance, conditions and cleanliness of total store </li><li> Enforces and understands company policies, procedures and union contract agreements </li><li> Monitors associates' weekly average hours and controls overtime usage </li><li> Assists with the implementation of company directives </li><li> Maintains a safe and secure work environment, and continually builds safety awareness </li><li> Responsible for operations of total store when opening and closing </li><li> Maintains excellent attendance and punctuality </li><li> Additional tasks as assigned/requested </li></ul> Customer Service and Customer Relations <ul><li> Assists in monitoring total store for ideal conditions </li><li> Handle, respond to and resolve customer issues and complaints </li><li> Ensures that customers' needs are met and exceeded daily </li><li> Initiates customer contact </li><li> Smiles and has good eye contact and is enthusiastic with customers </li><li> Promotes, maintains and ensures customers receive high service levels </li><li> Demonstrates "sense of urgency" in maintaining proper service levels at all times </li></ul> Management of Associates and Associate Relations <ul><li> Responds to and resolves Associate issues including, but not limited to, schedule concerns, job performance accountability, customer complaints, contract violations and issues corrective action </li><li> Holds Associates accountable and takes appropriate actions </li><li> Provides honest and timely feedback, recognition, and/or corrective action </li><li>Demonstrates conflict resolution skills/deals with conflict honestly</li><li>Encourages teamwork throughout the store</li><li>Sets the example by working the necessary schedule to include weekends and holidays</li><li> Coaches and mentors Associates </li><li> Provides a positive environment, motivating others to succeed </li><li> Completes honest Performance Reviews and develops action plans </li><li> Communicates effectively with all store Associates </li></ul> Financials <ul><li> Understands all variables affecting store overall profitability including workers' compensation, inventory control, and operating expenses </li></ul> Physical Requirements: <ul><li> Ability to be able to stand on your feet for up to eight hours </li><li> Ability to be mobile throughout store for extended periods of time </li><li> Ability to operate electric pallet jack, high lift, baler, hand jack and safety cutter </li><li> Ability to lift products weighing up to 65 lbs (ex: floor to waist, waist to shoulder); occasionally lift up to 40 lbs overhead </li><li> Ability to push or pull 6-wheel stock carts with loads weighing up to 250 lbs and 2-wheelers with loads weighing up to 175 lbs used to transport cases of product </li></ul> This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Dierbergs Markets Inc

Night Manager Trainee

We are seeking a focused people-leader with a passion for retail who is energized by the opportunity to be a visible, working manager in the grocery department, as well as the front-end of the store. In this role, you will take on a variety of hands-on responsibilities, putting in the work in a fast-paced environment to develop the skills that will bring you to the next level of management. Designed as a learning role with the ultimate goal of continuing up the Dierbergs career ladder, as a Manager Trainee, you will learn all aspects of the grocery business, from customer service to operations. Additionally, you will learn how to Be Dierbergs, fostering a culture where you and others feel welcome, included, and celebrated. In this role, your responsibilities will include: <ul><li>Holding yourself accountable to a self-directed training program to gain the skills, knowledge, and expertise required to efficiently oversee the grocery and front-end department</li></ul> <ul><li>Acting as boots-on-the-ground support and backup for Associates across store departments, from the front-end of the store to the backroom</li></ul> <ul><li>Partnering closely with our Core Management team to lead, direct, and supervise Associates, fostering a positive team environment</li></ul> <ul><li>Responding to and resolving Associate issues including, but not limited to, addressing schedule concerns, holding Associates accountable for job performance, and handling customer complaints</li></ul> <ul><li>Building and maintaining relationships with vendors and assisting the Core Management team in holding vendors accountable to Dierbergs standards</li></ul> <ul><li>Providing exceptional customer service, ensuring a positive shopping experience for customers</li></ul> <ul><li>Collaborating with our Core Management team to understand variables that impact store profitability and assists with controlling such variables, including gross margin, inventory control, and operating expenses</li></ul> <ul><li>Assisting in payroll management, Associate scheduling, inventory and ordering, and vendor partnerships</li></ul> <ul><li>Acting as a Store Manager in their absence, demonstrating real-time leadership and decision-making skills</li></ul> <ul><li>Other duties as assigned</li></ul> Qualifications for Success: <ul><li>2+ years of supervisory experience in retail, grocery, food service, or hospitality</li></ul> <ul><li>High school diploma or GED required; college degree preferred</li></ul> <ul><li>Strong problem-solving, decision making, and conflict management skills</li></ul> <ul><li>Excellent leadership abilities, with the capacity to motivate others and foster a positive team environment</li></ul> <ul><li>Drive to stay busy and visible as a working manager</li></ul> <ul><li>Meeting and maintaining Dierbergs standards for professionalism and appearance</li></ul> <ul><li>Proven track record of dependability and reliability in previous roles</li></ul> <ul><li>Strong moral compass and ability to make ethical decisions, even in challenging situations</li></ul> <ul><li>Flexibility to accommodate a varied schedule, including nights and weekends, to support operational needs.</li></ul> <ul><li>Must be willing to transfer to any available store location within the St. Charles and St. Louis Metropolitan area</li></ul> Physical Requirements: <ul><li>Ability to lift and carry up to 50 lbs. occasionally and up to 20 lbs. frequently</li></ul> <ul><li>Ability to push and pull up to 90 lbs. of force occasionally</li></ul> <ul><li>Constant: Standing, handling, &amp; forward reach</li></ul> <ul><li>Frequent: W alking, bending, kneeling, stooping, squatting, handling, head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel</li></ul> <ul><li>Occasional: Sitting and climbing</li></ul> Why Dierbergs is different: <ul><li>Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family.</li></ul> <ul><li>You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community.</li></ul> <ul><li>As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success.</li></ul> <ul><li>This is a stepping-stone role, with frequent progress reviews and moves designed to capitalize on your strengths and interests. You may also be considered for an Assistant Department Manager or Manager Trainee role.</li></ul> What's in it for you? <ul><li>Health and retirement benefits, including medical, dental, vision, 401(k) and pension plans</li></ul> <ul><li>Paid time off provided, including vacation and personal days</li></ul> <ul><li>Weekly pay</li></ul> <ul><li>Flexibility to help accommodate a healthy work/life balance</li></ul> <ul><li>Growth opportunities to support career advancement</li></ul> <ul><li>Associate-only savings, free products, bonus points, sweepstakes, and more - being a part of our team has its perks with Dierbergs Rewards</li></ul> <ul><li>Associate Perks Program in partnership with Working Advantage</li></ul> <ul><li>Discounts at Starbucks kiosks within select locations</li></ul> At Dierbergs, we value individuals who embody our core BEhaviors : Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

Manager Trainee

<h3>Job Description:</h3>At Fidelity, our greatest asset is our associates, and we focus on building an environment that allows people to perform at their best and make an impact! Fidelity is committed to advancing in times of challenge, and we will continue efforts to accelerate our support, development, and the professional experience of our Associates. We believe this is central to continued strong growth and growing our market position.<h3>The Role</h3>As the HR Future Impact Program Manager, you will help design and deliver early career experiences for more than 25 full-time HR Rotational Associates and HR Data &amp; Analytics Associates, as well as 25 HR Summer Interns. As part of this responsibility, you will help curate development opportunities for associates that align with current and future business needs. Working with the Director of the HR Future Impact Programs, you will be responsible for the implementation of rotations and the execution of the program, while focusing on associate and intern growth and development.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree, or equivalent, with 5-7 years of relevant project/program management experience; directly related to Human Resources is preferred</li><li>Demonstrated ability to develop, coach, assess and manage talent, providing inspiration, feedback and support as associates grow through stretch experiences</li><li>Ability to manage multiple stakeholders and form strong partner relationships</li><li>Ability to consult and influence senior levels of the organization</li><li>Strong organizational skills, attention to detail and quality, and a high degree of comfort with working in ambiguous situations</li><li>Ability to handle and prioritize multiple concurrent objectives and activities, highly flexible and adaptable to fast paced environment</li><li>Outstanding interpersonal and communication skills (written and verbal) and comfort interacting with, and presenting to, senior level management</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $85,000-171,000 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>Program/Project Management

Fidelity Investments

HR Future Impact Programs Manager

<h3>Job Description:</h3>Equity Research Associate Internship - Summer 2027Our MissionAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our dedication to being an employer of choice. For more information about Fidelity Investments, visit <a href="http://www.fidelity.com" target="_blank">www.fidelity.com</a>.The Department Fidelity Investments has more than $ 3.2 trillion in equity assets under management and, with its roots dating back to the 1940s, has long been a leader in managing equity portfolios. Fidelity relies on its proprietary research, disciplined portfolio management and sophisticated trading process to deliver superior long-term results for its shareholders and clients. Over the years, its capabilities have grown substantially, with investment strategies designed across style, capitalization, sector, and geography. While its platform has expanded, its principles have remained the same: to offer those strategies in which Fidelity can add value and to offer products that help meet client needs.Our Equity department has over 195 research professionals stationed around the world, giving it scale that few competitors can match. These professionals integrate their research across industries and regions while also working with sector-aligned analysts in other asset classes, such as high income or investment grade debt. As a result, they can evaluate companies based on their global reach, their capital structure and supply chains, the relative strength of their competitors, and their end markets.The Role Looking for a best-in-class opportunity to obtain hands-on experience with fundamental analysis and the investment research process? The Equity Research Associate internship program gives interns the chance to obtain and develop the core research skills needed to jumpstart a successful and lucrative career in investment management. The program is led by our director of research, and each intern will be paired with a peer in the research department who will mentor them throughout the summer.Throughout the 10-week program, interns will support real investment decisions by:<ul><li>Conducting autonomous research on three stocks across different sub-sectors.</li><li>Building financial models, completing financial analysis, and conducting proprietary research.</li><li>Communicating with corporate management teams, industry experts, and Wall Street analysts, to develop investment recommendations for our funds.</li><li>Collaborating with fellow interns and utilizing the vast network of Fidelity managing directors of research, analysts and portfolio managers.</li><li>Pitching stock recommendations to internal portfolio managers.</li></ul>Education and Experience <ul><li>Class of 2028 Bachelor’s degree candidates</li><li>Excellent verbal and written communication skills</li><li>Proactive, seeks additional responsibilities and learning opportunities</li><li>Proven success during his/her academic career with a preferred GPA of 3.2 or higher</li><li>Strong analytical and quantitative skills</li><li>Demonstrated expertise using Excel</li><li>Highly motivated independent problem solvers, ability to think outside of the box and bring a unique perspective</li><li>High levels of integrity</li><li>Demonstrated initiative and intellectual interest in studies/extracurricular activities related to the financial markets</li><li>Ability to work well under pressure and time constraints</li></ul>Training<ul><li>Emphasis on hands-on training from Research Analysts directly related to intern projects</li><li>Opportunity for training in conjunction with investment interns in Equity, High Income, and Strategic Advisers investment divisions at Fidelity</li><li>Mentorship from senior research analysts and associates</li><li>Exposure to Portfolio Managers and investment thought leaders</li></ul>Conversion<ul><li>Successful interns may receive an offer at the end of the summer internship to return as a full-time Research Associate post-graduation.</li></ul>LocationBoston, MAEstimated Internship DatesJune 7, 2027 - August 13, 2027Application Deadline January 9, 2025 at 11:59am ETPlease note, Fidelity reserves the right to close this application at any pointVisa Sponsorship Fidelity Investments does not offer work visas for this role.Fidelity Investments is an equal opportunity employer.#AMStudentsThe base salary range for this position is $30 - $42 per hour.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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

Equity Research Associate Internship - Summer 2027

About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;JOB SUMMARY:Coordinator, Utilization Management.ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.About this position:Title: Coordinator, Utilization ManagementLocation: Remote within US ONLY (equipment provided, work must be done within the US only)Required Schedule: Full-time shifts from 8:00 AM to 5:00 PM EST (Sunday - Thursday or Tuesday - Saturday)&nbsp;some holiday coverage required.Hourly Salary:&nbsp;$19.00 - $20.00Responsibilities:<ul><li>Manage the Authorization process end to end, from initial notification, entry and submission of required information, follow up all the way to determination and discharge.</li><li>Maintain detailed documentation of the record in the EMR system, in the internal CorroHealth system and in the Health Payer portals.</li><li>Verify correct eligibility and benefits for patients.</li><li>Act as a liaison between the hospital staff and the Health Payer to facilitate information sharing and successful process completion within allocated timeframe.</li><li>Review timely filing guidelines regarding the utilization management process.</li><li>Track and follow up with payers on pending authorizations to ensure timely responses.</li><li>Contact payer to elicit further information regarding status, decisions and remove hurdles in the processing.</li><li>Identify and escalate issues that may result in delays or denials.</li><li>Manage assigned workload of accounts through timely follow up and accurate record keeping.</li><li>Maintain compliance with HIPAA and other healthcare regulations.</li></ul>Minimum Qualifications:<ul><li>High School Diploma or equivalent. Associate degree in healthcare administration or equivalent preferred.</li><li>2 years of experience in hospital related billing/follow-up/healthcare setting/authorization field.</li><li>Knowledge of/experience working with managed care contracts</li><li>Experience working with customer support/client issue resolution management.</li><li>Strong understanding of medical terminology and insurance processes.</li><li>Experience working in EMR systems, Epic preferred.</li><li>Excellent communication and organization skills.</li><li>Strong multi-tasking skills, working in a face paced environment.</li><li>Proficiency with MS Office and web systems.</li></ul>What we offer:<ul><li>Hourly pay: $19.00 - $20.00 (firm)</li><li>Remote within US ONLY</li><li>Equipment provided</li><li>Medical/Dental/Vision Insurance</li><li>401k matching (up to 2%)</li><li>PTO: 80 hours accrued, annually</li><li>9 paid annual holidays</li><li>Life Insurance</li><li>Short/Long term disability options</li><li>Tuition reimbursement</li><li>Professional growth and more!</li></ul>PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

CorroHealth

Coordinator, Utilization Management

<h3>Job Description:</h3>This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. The Role This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant/Sales Product Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs. This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs. The Expertise You Have <ul><li>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.) </li></ul><ul><li>Bachelor’s Degree required / MBA or other advance degree a plus </li></ul><ul><li>Minimum 7 years related product or industry experience / Fidelity experience desirable </li></ul><ul><li>Series 7 and 63 required (can be attained in role) </li></ul><ul><li>Approximately 15-25% travel requirement </li></ul>Proven Skills and Experiences You Bring <ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results. </li></ul><ul><li>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand. </li></ul><ul><li>Strong listening skills to identify internal and external customer needs. </li></ul><ul><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals. </li></ul><ul><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy. </li></ul>The Value You Deliver <ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies. </li></ul><ul><li>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery. </li></ul><ul><li>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos. </li></ul><ul><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs. </li></ul><ul><li>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process. </li></ul><ul><li>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers. </li></ul><ul><li>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery. </li></ul>The Team Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider. The base salary range for this position is $95,000-186,000 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>Sales Support

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3>Process Excellence Senior Analyst The RoleThis Process Excellence Senior Analyst is a results-oriented, team player with great interpersonal skills and can work collaboratively across departments and teams. This person will set a vision and strategy at the 'capability' level and define initiatives accordingly for the Operations team. You ensure each initiative is heading toward the overall future state, in line with vision, customers, and market context. They understand delivery of business value at the portfolio level; change course based on feedback and changing consumer landscape. You serve as an advocate and subject matter expert for their assigned business area(s), working with clients, business partners and leadership to align solution delivery plans to business strategy and objectives. They actively reach out to the broader organization, clearly communicating on the vision and progress of the work. At the 'initiative' level, you own short to medium-term planning for current and future Minimum Viable Features (MVFs). You direct the team toward achieving the vision and delivering real business value quickly and incrementally. They ruthlessly prioritize the work and continually search for ways to improve team efficiency.The Expertise and Skills You BringThe Business Analyst is responsible for supporting multiple, concurrent development initiatives and plays a critical role in requirements gathering sessions, documenting test scenarios, user acceptance test cases/test plans and liaising with stakeholders in the risk, compliance, legal, business and technology areas. The Business Analyst will work with product area team members globally to develop an expert understanding of the business processes and solutions they will support, and will provide advice on appropriate methods, tools and processes to complete the required activities.Included in the value that this role will deliver are:<ul><li>Developing deep domain expertise and understanding through work on these initiatives</li><li>Define roadmap and set an overall strategy/vision to direct and inform the team’s work - working closely with the manager to understand and drive alignment on the business strategy, goals, and objectives</li><li>Deliver business results and value to the product area – define specific and measurable objectives for the assigned product area and measure results</li><li>Serve as the voice of the product area - representing client needs and requirements to ensure they are well-understood and integrated into the team’s work</li><li>Oversee deliverables –prioritizing work through a well-organized backlog of user stories, and clearly communicating priorities and achievements</li><li>Support and enable the product area to get work done - regularly engaging with the product area to offer feedback on work-in-progress, clarify requirements</li><li>Working with Quality Assurance and business teams to ensure adequate test coverage of system changes/enhancements and ensure requirements are being met</li><li>Providing clear and concise communications to stakeholders</li><li>Creating project documentation including current/future state diagrams, process flows, business requirements, test cases and issue tracking</li><li>Supporting Product Managers by providing input to project plans and project statuses. </li><li>Triaging any defects identified by the businesses, as needed</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionCompany OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete 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>.The base salary range for this position is $55,000-105,000 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>Business Analysis

Process Excellence Senior Analyst

<h3>Job Description:</h3><h3>The Role</h3>Are you passionate about shaping the future of ETFs in a rapidly evolving digital investment landscape? Fidelity is seeking a strategic and innovative leader to own and advance the ETF product strategy across our brokerage business, ensuring market differentiation and exceptional client experiences. This role offers a unique opportunity to influence how ETFs are positioned and delivered to millions of investors, collaborate across key business units, and engage directly with senior leaders and external partners.<ul><li>Lead the ETF product strategy for Fidelity’s digital channels, aligning with client needs, competitive trends, and business priorities.</li><li>Drive cross-functional collaboration with Asset Management, Wealth Management, and other internal stakeholders to ensure seamless execution and alignment.</li><li>Develop and refine product strategies, pricing models, and value propositions that differentiate Fidelity’s ETF offerings.</li><li>Serve as a subject matter expert on ETF operations and market dynamics, providing insights that shape digital experiences and drive business outcomes.</li><li>Monitor competitive, regulatory, and industry trends, ensuring our ETF strategy remains innovative and compliant.</li><li>Represent Fidelity with executive presence in internal and external forums, presenting data-driven insights with strategic recommendations to senior leaders.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Deep expertise in ETFs complimented by diversified products such as mutual funds and model portfolios.</li><li>Proven ability to manage complex stakeholder relationships across multiple business units.</li><li>Strong analytical and strategic thinking skills; ability to turn insights into actionable outcomes.</li><li>Comfort presenting to senior executives and external partners, with exceptional communication and influencing skills.</li><li>Curiosity and creativity to identify new ways to engage customers and deliver differentiated ETF solutions.</li><li>5+ years in financial services with a minimum of 3 years specializing in ETF strategy or comparable product development.</li><li>Bachelor’s degree required; Series 7 preferred.</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3><h3>The Team</h3>You’ll join a dynamic, growth-focused team dedicated to driving product innovation and the continued growth of our self-directed brokerage business. We work closely with Asset Management, Weal Management, FundsNetwork, and other partners to ensure Fidelity remains a leader in delivering diversified investment solutions that meet evolving investor needs.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

ETF Product Strategy Leader

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 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>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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