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At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.American Express Company seeks Managers, Risk Management to develop business strategies and risk management solutions, leveraging commercial or consumer bureau data. Analyze structured and unstructured data and translate data using statistical, financial, machine learning, or business intelligence techniques. Collaborate with technology and other groups on integration and implementation of risk management policies and business strategies. Identify and evaluate new data sources (regulated and non-regulated) that could add incremental profitability to American Express’s products/services. Utilize industry and internal best practices and incorporate regulatory feedback as needed to drive continuous improvement in risk management methodologies and frameworks.Position requires a Master’s degree in Finance, Statistics, Mathematics, Econometrics, Operations Research, Engineering, Computer Science, Business Administration, or a related field, and 1 year of experience with risk analysis. Experience must include 1 year of experience with each of the following: risk management and risk mitigation; working with technical, analytical, business, and non-technical teams; performing cost-benefit analysis, development, and implementation of improved business processes aligned with strategic initiatives; portfolio management by analyzing pricing, financial conditions, extensions, and reduction; making business decisions and recommendations based on qualitative and quantitative analysis to maximize profitability and mitigate risks; developing reports to monitor and analyze clients, vendors, and contracts using enterprise management systems for Enterprise Resource Planning (ERP); conducting internal audits for reports, procedures, and compliance trainings; using qualitative research for vetting including analysis of service scope, management quality, and geographical footprint; writing reports and memorandums for leadership based on qualitative and quantitative analysis and decisions; using MS Excel for financial reporting and analysis; and project management and driving business transformational projects. Telecommuting is available up to 2 days per week.Job Location: Sandy, UTSalary Range: $89,250.00 to $150,250.00 annuallyWe back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider a number of job-related factors, including experience and location.#LI-DNI #FB-DNI #IN-DNI #TW-DNI #GD-DNI&nbsp;

American Express

Managers, Risk Management

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Charitable Outreach Specialist/NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Fidelity TalentSource

Charitable Outreach Specialist/NPO Outreach Specialist

<h3>Job Description:</h3>Please Note: Fidelity will not provide visa sponsorship for this position.Senior Data Analytics and Insights AnalystThe RoleAdvanced Process Solutions (APS) within Enterprise Technology is seeking a Senior Data Analytics and Insights Analyst to join our team. In this role you will provide Data Analytics and Insights to our leaders and stakeholders providing thoughtful insights that lead to executive decisions, better experiences, and outcomes.Are you known for creating compelling, actionable insights with your data and analytic skills? Come join a world-class analytics team and work in an agile way to help power Fidelity forward.The Expertise and Skills you Bring:<ul><li>Possess 5+ years’ experience and a bachelor’s degree or equivalent experience.</li><li>2+ years of demonstrated experience in Data Management, Data Analytics, or any relevant field.</li><li>Demonstrated expertise in one or more of the following disciplines: Data Governance, Data Privacy, Data Catalog, Data Quality and Business Analysis</li><li>Experience with SQL, Python and Data Visualization tools (Tableau, PowerBI, Excel (Macros, Pivot Tables, advanced features)</li><li>Naturally collaborative with experience working in an Agile environment, including with remote teams, both on and offshore</li><li>Your data tells a story, and the able to present complex data and statistics structured in a symbiotic and clear visual manner.</li><li> Possess excellent written, oral communication, project management and presentation skills.</li><li>Analytic expertise working with structured and unstructured data to identify key insights.</li><li>Oversee the collection, analysis, and interpretation of large and complex sets of data.</li><li>Ensure the accuracy, completeness, and quality of data.</li><li>Generate analytical insights using a range of analytical tools and techniques.</li><li>Collaborate with stakeholders to understand their data needs and requirements.</li><li>Build, develop and maintain data models, dashboards, and reporting systems.</li><li>Identify optimization opportunities and process improvements.</li><li>Analyze, interpret, and report results of analytical initiatives to stakeholders and relevant teams.</li><li>Implement quality controls to ensure quality standards and regulatory requirements are met.</li><li>Communicate results and business impacts of insight initiatives to stakeholders.</li><li>You bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with</li><li>You are intellectually curious, always eager to learn new skills and share the knowledge with others.</li><li>You bring a data-driven approach to decision making.</li><li>You have experience in partnering with key stakeholders to understand their needs and delivering solutions to meet or exceed their expectations.</li></ul>The Team We bring alignment, structure, and transparency across the portfolio, cutting through complexity so teams can deliver meaningful outcomes for our associates and business partners.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Data Analytics and Insights Analyst

At Revere Health, we believe there is a better path to healing and healthcare maintenance, and we’re working on this mission—one patient at a time. We’re a national leader in a movement called value-base care which aims to improve treatment outcomes and keep costs down. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization. We are seeking an experienced Director of Risk Management (RN) to lead our clinical risk management program across our multi-specialty practice. This is a key leadership role responsible for evaluating clinical events, reducing liability exposure, enhancing patient safety systems, and partnering with providers and leadership to strengthen our culture of safety.Position SummaryThe Director of Risk Management (RN) oversees all aspects of clinical risk identification, reporting, investigation, and mitigation. This role serves as the primary liaison with Revere Health’s malpractice insurance carrier, coordinates enterprise-wide event management, and supports providers in delivering safe, transparent, high-quality care. The ideal candidate brings strong clinical judgment, analytical ability, and the communication skills needed to work effectively across diverse teams and locations.Key ResponsibilitiesEvent Investigation &amp; Analysis<ul><li>Receive and review adverse events, near misses, errors, and clinically related patient complaints.</li><li>Lead and support thorough event reviews and root cause analyses (RCAs).</li><li>Identify system vulnerabilities and trends to drive preventive strategies.</li><li>Maintain centralized event reporting and ensure timely follow-up and resolution.</li><li>Prepare incident summaries, dashboards, and reports for leadership and committees.</li></ul>Malpractice Insurance Coordination<ul><li>Serve as the primary contact for the organization’s malpractice insurance carrier.</li><li>Assist providers with compliant and timely reporting of incidents or potential claims.</li><li>Coordinate case reviews and documentation needs with insurance representatives and legal counsel.</li></ul>Risk Identification &amp; System Improvement<ul><li>Conduct proactive risk assessments of clinical processes, workflows, and documentation practices.</li><li>Collaborate with operational and clinical leaders to implement corrective action plans.</li><li>Support enterprise quality and patient safety initiatives and ensure alignment with risk management priorities.</li><li>Monitor patient care trends to identify emerging risks related to new services or care models.</li></ul>Education &amp; Communication<ul><li>Provide staff and provider education on reporting processes, disclosure practices, and risk prevention.</li><li>Support clinicians in communicating with patients and families following adverse events, applying Just Culture principles.</li><li>Facilitate debriefings and promote psychological safety after significant or stressful incidents.</li></ul>Skills &amp; Competencies<ul><li>Exceptional verbal and written communication skills.</li><li>Strong critical thinking, interpersonal, and problem-solving abilities.</li><li>Proficiency with Microsoft Office (Word, Excel) and electronic reporting tools.</li><li>Ability to work collaboratively with clinicians, leadership, and staff across multiple locations.</li></ul>Qualifications<ul><li>Bachelor’s Degree in Nursing or related field required.</li><li>Current RN licensure in the State of Utah.</li><li>Minimum 3–5 years of clinical RN experience.</li><li>1–3 years of experience in risk management, quality improvement, or patient safety (ambulatorily focused preferred).</li><li>Knowledge of malpractice insurance processes, event investigation methodologies, and regulatory standards.</li></ul>

Revere Health

Director of Risk Management (RN) - Full-Time - Provo

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Branch Leader - Salt Lake City, UT

At Revere Health, we value the health of our patients above all else. As the largest independent multi-specialty physician group in Utah, our healthcare system gives patients the best in communication, quality, coordination and innovation. Founded in 1969 in Provo, Utah, Revere Health has grown to include 29 medical specialties in over 100 locations throughout Utah, Arizona and Nevada.As the first Accountable Care Organization (ACO) accredited by Medicare in Utah, and the only Next Generation ACO in the state, Revere Health offers a unique, patient-oriented approach to healthcare. We strive to keep medical costs at a minimum while providing the utmost in quality healthcare.Revere Health: Your Health Above All Else. Job Position Summary We are seeking an experienced and motivated Nurse Practitioner or Physician Assistant to join our Family Medicine and Weight Management team in St. George, UT. This position is split 50/50 between Family Medicine and Weight Management. The ideal candidate must have 3–5 years of clinical experience and be committed to working collaboratively with our healthcare team to provide comprehensive, compassionate, and patient-centered care. This role focuses on preventive care, chronic disease management, and weight management, while also addressing acute care needs as part of the daily workflow. All providers in our office are supported by a dedicated medical assistant &amp; health coach staff to ensure efficient and thorough care delivery. Strong teamwork and communication skills are essential. Come join our team! Essential Job Functions Provide medical care and treatment to patients under the direction of the supervising physician. Perform physical exams, collect and document patient data, and conduct approved diagnostic and therapeutic procedures. Order laboratory tests, interpret results, and coordinate appropriate interventions. Prescribe medications within scope of practice. Compile and document patient medical information, including health history and physical exam findings. Collaborate with the supervising physician to manage acute and long-term medical needs. Manage a busy, fast-paced clinic schedule effectively. Demonstrate sound clinical judgment and effective decision-making. Participate in activities that support ongoing competency and professional growth. Perform other duties as assigned. Qualifications National certification as a Nurse Practitioner or Physician Assistant. Current Utah licensure, required certifications, and DEA number. 3–5 years of clinical experience (required). Strong clinical knowledge, interpersonal skills, and communication abilities. Ability to think independently and innovatively — “outside the box.” Demonstrates initiative in engaging patients and collaborating with the healthcare team. Spanish language skills are helpful but not required. Hours: Monday thru Friday, 40 hours a week

Nurse Practitioner/Physician Assistant  Family Med & Weight Management St. George

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li></ul> The Purpose of Your Role 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 non profits 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, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient 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>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. Business hours are 8:30-6:30pmET, Monday-Friday </li></ul> The Value You Deliver <ul> <li>Executing 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> How Your Work Impacts the Organization 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.

Client Experience Specialist

Revere Health’s mission is to put its patients’ health above all else. As the largest independent multi-specialty physician group in Utah, Revere Health focuses on reducing healthcare costs and providing care that improves patient outcomes. In every interaction, whether with patients or colleagues, we strive to adhere to our core values of accountability, collaboration, and excellence. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.Position SummaryAs the Cardiology Patient Transition Coordinator, you will play a key role in supporting patients during the transition of our cardiology clinic. This position focuses on providing compassionate, knowledgeable, and efficient assistance to help patients navigate their next steps in care. You will guide patients in identifying appropriate providers within our organization or in the broader community, ensuring continuity of care and a positive patient experience.Essential Duties &amp; Responsibilities<ul><li>Serve as the primary point of contact for patients seeking cardiology follow-up or continued care.</li><li>Assist patients in understanding their care options, including in-network and external resources.</li><li>Coordinate referrals to other providers, clinics, or health systems based on patient needs and preferences.</li><li>Work closely with internal departments and clinics to ensure smooth handoffs.</li><li>Maintain up-to-date knowledge of available providers and services in the region.</li><li>Ensure timely communication with patients via phone, email, or other communication channels.</li><li>Document all interactions and referral activities in the electronic health record (EHR).</li><li>Address and escalate patient concerns or complex cases to leadership or care coordination teams as appropriate.</li><li>Maintain confidentiality and comply with HIPAA and other relevant regulations.</li></ul>Minimum Qualifications<ul><li>Knowledge of cardiology terminology, procedures, and common conditions (obtained through experience in a cardiology or healthcare setting).</li><li>Excellent interpersonal and communication skills, with a patient-centered approach.</li><li>Strong organizational skills and attention to detail.</li><li>Proficiency in using electronic health record systems (e.g., Epic, Cerner) and Microsoft Office Suite.</li><li>Ability to work independently and collaboratively in a fast-paced, transitional environment.</li><li>Prior experience in referral coordination, patient navigation, or clinical support roles.</li><li>Experience in working with insurance plans and understanding in-network vs. out-of-network referrals.</li><li>Medical Assistant or similar clinical background (preferred but not required).</li></ul>

Cardiology Patient Transition Coordinator - Full-Time - Provo

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity’s Licensing Accelerator Program (SIE®) - Salt Lake City, UT

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

10 Project Management / Professional Services Jobs in Utah