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<p>Southwest Tennessee Community College is a comprehensive, multicultural, public, open—access college. Southwest has four campuses/centers from which it offers over 100 programs and over 20 technical certificate programs.</p>
<p>We foster student success, transform lives, and increase the educational level of a growing community in Shelby County. Southwest is a Tennessee Board of Regents institution, accredited by the Commission on Colleges of the Southern Association of Colleges and Schools.</p>

<p><strong>We invite you to become a part of the Southwest Team!</strong></p>

<p><strong>Title:</strong> Child Care Program Coordinator (CCAMPIS Grant)</p>
<p><strong>Employee Classification:</strong>&nbsp;Other Professionals</p>
<p><strong>Institution:&nbsp;</strong>Southwest Tennessee Community College</p>
<p><strong>Department:</strong> Child Care Centers</p>
<p><strong>Campus Location:</strong> SWTCC - Multiple Campus Locations</p>
<p><strong>Job Summary</strong></p>
<p>This 12-month position is grant-funded through Child Access Means Parent In School (CCAMPIS). The Child Care Program Coordinator reports to the Child Care Director: Division of Student Affairs and Enrollment Management.</p>
<p><strong>Job Duties</strong></p>
<ul>
<li>Develop, prepare and implement a parent involvement plan</li>
<li>Develop community resource list for families</li>
<li>Direct all parent activities including meetings, seminars, and workshops</li>
<li>Conduct pre-enrollment visits and parent conferences</li>
<li>Serve as a liaison for families, staff and director</li>
<li>Create monthly newsletter for parents</li>
<li>Coordinate parent advisory board</li>
<li>Attend related community events relating to families</li>
<li>Establish and maintain parent resource areas</li>
<li>Make observations and document needs of families</li>
<li>Provide or coordinate parenting classes and training on various topics</li>
<li>Support classroom teachers, staff and overall campus childcare programs in an administrative capacity</li>
<li>Process and verify CCAMPIS applications</li>
<li>Monitor student adherence to subsidy policies and procedures</li>
<li>Maintain a CCAMPIS participant tracking database</li>
<li>Create monthly invoices and track payments</li>
<li>Coordinate data collection with internal and external partners (e.g., Financial Aid Office, Institutional Research)</li>
<li>Prepare reports for the United States Department of Education (USDOE)</li>
<li>Provide CCAMPIS student parents with advisement registration</li>
<li>Conduct CCAMPIS orientation meetings</li>
<li>Other duties as assigned</li>
</ul>
<p><strong>Minimum Qualifications</strong></p>
<ul>
<li>Associate Degree in Education, Psychology, Social Work, or related field<br>
</li>
<li>Experience in developing and maintaining and coordinating parent events <br>
<ul>
<li>Applicants not possessing these qualities should apply if they believe their training and experience will enable them to perform the work successfully</li>
</ul>
</li>
</ul>
<p><strong>Preferred Qualifications</strong></p>
<ul>
<li>Bachelor’s Degree in Education, Psychology, Social Work, or related field</li>
</ul>
<p><strong>Knowledge, Skills, and Abilities</strong></p>
<ul>
<li>Professional knowledge of social services methods<br>
</li>
<li>Knowledge of psychological and biological needs of children<br>
</li>
<li>Knowledge of parenting strategies and family relations<br>
</li>
<li>Awareness of appropriate cultural practices of various cultures<br>
</li>
<li>Ability to communicate effectively with parents, children, staff and others<br>
</li>
<li>Ability to organize events<br>
</li>
<li>Ability to make decisions both within and without the guidelines of established procedures</li>
</ul>
<p><em>The intent of this job description is to provide a representation of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.</em></p>
<p>Candidates who are called for an interview must notify Human Resources in writing at least five (5) days in advance of any reasonable accommodation needed prior to the date of the interview.</p>
<p><em>First consideration will be given to current Southwest Tennessee Community College employees who meet the minimum qualifications for the position.</em></p>
<p><strong>In order to be considered for the position, the following items must be uploaded:</strong></p>
<ul>
<li>Resume</li>
<li>Cover letter</li>
<li>Unofficial Transcripts</li>
</ul>
<p>A summary of our benefits can be found below:&nbsp;</p>
<p><a href="https://www.southwest.tn.edu/hr/benefits-overview.php" target="_blank">https://www.southwest.tn.edu/hr/benefits-overview.php</a></p>
<p><strong>Incomplete applications will not be considered.</strong></p>
<p><em>The TBR does not discriminate on the basis of race, color, religion, creed, ethnicity, or national origin, sex, disability, age, status as a protected veteran or any other class protected by Federal or State laws and regulations and by Tennessee Board of Regents policies with respect to employment, programs, and activities.&nbsp; </em></p>
<p><em>The following person has been designated to handle inquiries regarding nondiscrimination policies:&nbsp; LeVetta Hudson, Vice President of People &amp; Culture, <a href="mailto:myhr@southwest.tn.edu" target="_blank">myhr@southwest.tn.edu</a>, 737 Union Ave, Memphis, TN 38103, 901-333-5000. </em><a href="https://tbr.navexone.com/content/dotNet/documents/?app=pt&amp;source=unspecified&amp;docid=272&amp;public=true" target="_blank"><em>See the full non-discrimination policy</em></a><em>.</em></p>

Motlow State Community College


      Child Care Program Coordinator (CCAMPIS Grant)
    

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Relationship Manager - Virginia Beach, VA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Investments is seeking a Squad Leader (SL) within our Personalization Platform team. Our portfolio of personalization solutions enables creation and orchestration of real time personalized experiences for our customers across different channels (web, mobile, virtual assistant, call routing, etc.).</p><p>The SL leads an integrated roadmap for product development within an assigned squad, partnering with other leaders to align product cluster- and product area-level strategic priorities, planning, and curating a shared backlog. They also ensure clear backlog prioritization and communication to squad members, adjacent squads, internal clients, and other partners for successful execution.</p><ul><li>Sets overall mission and vision for their squad, providing integral thought leadership across different platform components and key points of integration, backlog trade-off definition, prioritization, and alignment in collaboration with the Product Cluster and Product Area leaders to ensure alignment on overall strategy.</li><li>Partners as a 'powerful pair' with the respective Chapter Leaders across Engineering, Analytics, and Data Science to align on strategic decisions, solution development and work priorities, ensuring the best-in-class engineering and analytics are at the core of our product solutions.</li><li>Supports an assigned squad as they add new value delivered through prioritization, creativity, innovation, collaboration, and decision making.</li><li>Is accountable for squad's performance and represents the voice of the client in all squad activities. Ensures alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog.</li><li>Partners with chapter and product area leaders to support squad talent needs, defining skill gaps, and building learning opportunities to achieve the strategic direction of the domain and product areas.</li><li>Makes decisions based on anticipated future trends, issues, and business drivers. Identifies and negotiates dependencies across business partners.</li><li>Navigates and guides the squad through high degree of organizational complexity in support of cross-domain and cross-squad work. </li><li>Provide leadership and support in the research and resolution of sophisticated problems, including definition, solution recommendation, testing, and communication with end-users, vendors and other management and staff leading to timely problem resolution.</li><li>Lead/collaborate with a team of 5 - 7 engineers and analysts to strategize and deliver personalization capabilities.</li><li>Handle changes with analytic and business teams as we migrate workloads to the cloud-based designs.</li><li>Advocate for adoption of recommender systems, API’s and algorithmic capabilities across the company.<br> </li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; graduate degree preferred.</li><li>10-15+ years proven leadership and strategic experience</li><li>Proven track record of customer-focused engagement and collaboration across business units with a strategic approach and ability advocate for the adoption of tools and methods that improve the usability and value of personalization solutions.</li><li>Background in common AI, ML, and data science methods and general familiarity with Multi Arm Bandit, Reinforcement Learning, Transfer Learning algorithms.</li><li>Experience leading projects with new/emerging technology and/or products in the early strategy and design stage.</li><li>Makes decisions that impact results with limited guidance and oversight and shift focus and/or direction to meet changing conditions.</li><li>Uses strong analytical and judgment skills to set direction and achievement of goals; keeping key business partners informed on progress.</li><li>Uses strong influencing and problem-solving skills to resolve competing product area/squad level strategic priorities.</li><li>Effective communicator and relationship manager with internal and external customers.</li><li>Excellent written and verbal communication skills with the ability to communicate complex technical information in a clear and concise manner to executives and non-technical leaders.</li></ul><p><strong>The Team</strong></p><p>As part of the Digital Channels Product Area in Fidelity’s Brokerage business unit, you’ll have the resources of an industry leading organization and the agility of an innovation-first team. When you join us, you will:</p><ul><li>Become a valued member of a trusted fintech leader that combines scale, innovation, and mission-driven impact</li><li>Thrive in a people-first, customer-obsessed culture where we value empathy, diversity of thought, inclusion and curiosity. This is where your voice matters and your ideas can craft the future of digital finance.</li><li>Work on meaningful products that help millions invest smarter, trade confidently, and manage their financial lives with clarity.</li><li>Work in an environment that encourages creativity, experimentation, and innovation—we believe that some of the smartest ideas come from outside the room, and we actively seek inspiration beyond our walls.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President/Squad Leader, Personalization

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Relationship Manager - Cleveland East, OH

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Reston, VA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Indianapolis, IN

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Rockville, MD

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Dayton, OH

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about shaping, leading, and inspiring change? Do you excel at strategic problem solving and eager to collaborate with technology partners across Fidelity? If so, we invite you to join our team and help lead Fidelity into the future in driving strategic, complex efforts. </p><p>We are looking for a Director, Functional Program Lead who will drive the strategy and execution of large complex initiatives, working closely with a team of multi-disciplinary and dedicated team members, fostering collaboration across Fidelity to ensure timely delivery and successful outcomes.</p><p>This role requires significant coordination and collaboration across Fidelity Technology.. </p><p><strong>This role will be responsible for: </strong></p><ul><li>Large, complex program management and workstream delivery</li><li>Developing and driving the program’s execution strategy and will be accountable for facilitating effective planning</li><li>Working with leaders to facilitate scope of work and prioritization </li><li>Developing program roadmaps and coordinate release plans</li><li>Managing dependencies, risks, and impediments for the workstream and escalating when needed</li><li>Facilitating both strategic and tactical discussions with the product teams and delivery teams to achieve a common objective</li><li>Collaborating across multiple level of the organization</li></ul><ul><li>Creating executive level communication for internal updates, effectively communicating complex ideas and provide recommendations when needed</li><li>Continuously looking for ways to improve the way the program is performing</li><li>Manage the timeline and budget</li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Strategic leadership and execution across all levels of Fidelity Technology, including Technology leadership.</li><li>An influencer who can articulate a point of view in a compelling and succinct manner, to drive decision making through concise recommendations.</li><li>Ability to communicate complex ideas effectively – influencing leadership through relationship building and data-driven models.</li><li>Partner across Fidelity Technology to understand unique business needs and help develop collaborative solutions to support portfolio management needs</li><li>Participate in various working teams and strategic projects designed to increase the effectiveness of our portfolio management practices</li><li>Champion technology engagement for all levels of the organization to ensure all voices are represented</li><li>Ability to think strategically, analyzing multiple data points and trends to develop hypotheses on cause / effect and recommended action plans </li></ul><p><strong>The Expertise and Skills You Bring: </strong></p><ul><li>Bachelor’s degree</li><li>5-8 years in consulting or program management roles, knowledge of program management frameworks, tools, and methodologies.</li><li>Consultant background preferred: The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a large consulting firm or in a strategy group.</li><li>Leadership: Proven experiences leading teams or driving large, sophisticated programs for a sizable organization.</li><li>Communication: Strong executive presence and storytelling skills. You can work across multiple organizations and consolidate information into an engaging, cohesive story and experience.</li><li>Analysis: You can lead a team through a complex strategic, analytical, and problem-solving process with the ability to identify and articulate connections across separate, but related concepts.</li><li>Effective influence: Using your diplomacy skills, you can build consensus and stakeholder advocacy to influence positive outcomes on behalf of your team, Fidelity Technology, and enterprise priorities. You have a proven track record of collaborating to build consensus across multiple levels of the organization. </li><li>Collaborative: An outstanding partner, you excel at establishing and building relationships through collaboration and a mutual commitment to success.</li><li>Technically Savvy: You are comfortable in engaging with the technical community to develop the right solutions to meet our portfolio management needs.</li><li>Flexibility: Adaptable to changing needs and shifting priorities.<br></li></ul><p><strong>The Team</strong></p><p>Fidelity Technology Strategy &amp; Planning’s mission is to provide consistent, strategic, and transparent technology management that enables Fidelity Technology to create the platforms and capabilities that deliver value to our customers, clients and associates.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Functional Program Lead

<h3>Job Description:</h3><p><strong>Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team</strong></p><p><strong>The Role</strong></p><p>As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN data.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 10+ years of experience</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Proficiency in business acceptance testing, validation exercises, and release management. </li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Ability to translates strategic goals and ideas into action quickly, conceptualizing, developing, and delivering strategies that meet customer needs as well as regulatory and compliance need.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Proficiency in SQL and ability to write and interpret SQL queries for data analysis and validation.</li><li>Experience with AWS services: Familiarity with S3, Lambda, and Glue, especially in the context of data pipelines and serverless architecture.</li><li>Understanding of SOC 1 and HIPAA compliance with experience working in environments with sensitive financial and healthcare data a plus</li><li>Understanding of API documentation, payloads, and integration workflows.</li><li>Familiarity with data ingestion processes especially loading large, structured text files from external carriers into relational databases a plus.</li><li>Experience designing or refining screen layouts in partnership with developers and collaboration on angular-based web applications.</li><li>Foundational exposure to Snowflake or similar data platforms</li><li>Ability to lead initiatives and take accountability for overall program success.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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