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Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference. We offer team members: <ul><li>Careers with purpose</li><li>Teamwork environment</li><li>Amazing 401K Retirement Plan</li><li>Envision Paid Life Insurance</li><li>Medical, Dental, Vision, FSA Plans</li><li>10 Paid Holidays</li><li>PTO &amp; Vacation</li><li>Tuition Reimbursement</li></ul> POSITION SUMMARY The Project Manager will play a key supporting role in Envision’s Project Management Office (PMO). This position is designed for an early- to mid-career professional who will partner closely with the PMO Director to coordinate and track projects across multiple departments. The Project Manager will help teams stay organized, ensure project documentation and timelines are maintained, and support the adoption of standard project management practices. This role is ideal for someone with a few years of project management experience who is ready to grow their skills in a collaborative, fast-paced environment. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE: <ul><li>Manage Projects: Lead assigned projects from initiation through completion, ensuring they are delivered on time, within scope, and within budget, in alignment with Envision’s project management processes.</li><li>Facilitate Team Collaboration: Guide project teams across departments (IT, HR, Accounting, Operations, Sales, and Foundation Mission Services), keeping stakeholders aligned, documenting decisions, and driving accountability for deliverables.</li><li>Maintain Project Documentation: Use Envision’s project management software (ClickUp) to create and manage project plans, assign and track tasks, and maintain accurate project records.</li><li>Monitor and Report Progress: Track project milestones, identify risks or roadblocks, and provide regular updates to PMO leadership and stakeholders to ensure visibility and alignment.</li><li>Support PMO Initiatives: Assist with PMO-led process improvements, adoption of project management standards, and delivery of training resources to strengthen organizational project management maturity.</li><li>Flexibility to perform other duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: <ul><li>Bachelor’s degree in business, management, or related field required.</li></ul> Experience: <ul><li>2-4 years of corporate Project Management experience, managing cross-functional teams and diverse projects.</li></ul> Knowledge/Skills: <ul><li>Project Management Tools: Experience with ClickUp or similar project management software.</li><li>Communication: Strong verbal and written communication skills, with the ability to clearly articulate project goals, status, and challenges.</li><li>Leadership: Ability to lead and motivate cross-functional teams, keeping everyone aligned and focused on project objectives.</li><li>Time Management: Exceptional time management and organizational skills to handle multiple projects simultaneously.</li><li>Problem-solving: Proactive in identifying issues, risks, and roadblocks, and adept at troubleshooting solutions.</li><li>Alignment with Core Values: Demonstrate integrity, curiosity, passion, initiative, teamwork, and excellence in all project management tasks.</li></ul> Licenses/Certifications: <ul><li>Professional certification- CAPM or PMP preferred (not required).</li></ul> SUPERVISORY RESPONSIBILITIES Total Number of Employees Directly Supervising: 0 Number of Subordinate Supervisors Reporting to Position: 0 VISION REQUIREMENTS INCLUDE Can be performed with or without assistive technology: &nbsp; X&nbsp;&nbsp;&nbsp;Required to perform activities such as: Preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact. ___Required to perform activities such as: operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery. &nbsp;X&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Required to review/inspect own assigned work, the work of others, or facilities or structures. Requires normal (or corrected to normal) vision/acuity: ___&nbsp;&nbsp;&nbsp;&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. COMMENTS Envision, Inc. is an Equal Opportunity Employer and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply.&nbsp; Envision, Inc. employs and advances in employment individuals with disabilities and protected veterans, and does not discriminate on the basis of disability or veteran status in its hiring or employment practices.&nbsp; Reasonable accommodations are available to enable individuals with disabilities to perform the essential functions of a position.&nbsp; “To improve the quality of life and provide inspiration and opportunity for people who are blind or visually impaired through employment, outreach, rehabilitation, education and research.”&nbsp; Envisions Core Values are the authentic, unwavering principals that define and support our culture.&nbsp;&nbsp;&nbsp;&nbsp; <ul><li>Integrity&nbsp;&nbsp;</li></ul><ul><li>Curiosity&nbsp;&nbsp;</li></ul><ul><li>Passion&nbsp;</li></ul><ul><li>Initiative&nbsp;</li></ul><ul><li>Teamwork&nbsp;</li></ul><ul><li>Excellence&nbsp;</li></ul> PHYSICAL REQUIREMENTS INCLUDE In an average workday, employee must : Task None Occasional Frequent Constant Stand Walk Sit Bend/stoop Climb Reach above shoulders Squat/crouch/kneel Push/pull Lift Usual amount &lt;10 lbs 11-25 lbs 26-50 lbs 51+ lbs Carry Usual amount &lt;10 lbs 11-25 lbs 26-50 lbs 51+ lbs Employee must use hands for repetitive action such as : Task Right Hand Left Hand Simple grasping Yes No Yes No Firm grasping Yes No Yes No Fine manipulation Yes No Yes No WORKING CONDITIONS INCLUDE In an average workday, employee is exposed to : Task None Occasional Frequent Constant General shop or store conditions General office environment Humid, extreme hot/cold temps (non-weather) Outdoor weather conditions Fumes or airborne particles Fluorescent lights Moving, mechanical parts Toxic chemicals Loud noise intensity levels Risk of electrical shock Travel for job

Envision

Project Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Planning Consultant - Ft. Lauderdale, FL

<h3>Job Description:</h3><h3>Planning Consultant</h3>Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Remarkable 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 calls to further educate clients and uncover opportunities</li></ul><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>How Your Work Impacts the Organization</h3>Through your knowledge of financial planning 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 complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!The base salary range for this position is $60,000 - $100,000 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>Relationship Management

Planning Consultant - Edina, MN

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 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 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Redmond, WA

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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>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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Insurance License - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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.

Investment Consultant - Overland Park, KS

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - San Francisco, CA

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center in the Chicago, IL or St. Louis, MO locations.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.The base salary range for this position is $110,000 - $160,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Director, Advanced Planning - REMOTE - MO, IL, MN

Join the Clean Energy RevolutionBecome a&nbsp;Principal Manager, Distribution Project Management&nbsp;at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll oversee the planning, design and execution of distribution projects, including projects for wildfire mitigation, infrastructure upgrades, and new circuit installations for future growth.&nbsp; As a&nbsp;Principal Manager, Distribution Project Management, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?<h4>Responsibilities</h4><ul><li>Establishes and communicates enterprise-wide project management vision, policies, and objectives. Is responsible for leading a project management team that manages a portfolio of distribution projects and ensures that program targets are achieved through monitoring and shepherding through the IPSEC process</li><li>Advises senior leaders on project investments, strategic initiatives, and benefits realization</li><li>Collaborates with executive leadership to align project portfolio to corporate strategy</li><li>Leads project management community of practice to share knowledge and enhance capabilities</li><li>Serves as an authority in navigating the most complex regulatory environments for electrical transmission/distribution projects</li><li>Leads long-range transmission/distribution infrastructure planning and project prioritization based on system needs, growth forecasts, and regulatory factors</li><li>Develops and maintains executive-level relationships with regulatory agencies, policymakers, industry associations, and other stakeholders</li><li>Ensures portfolio adoption of advanced technologies and innovations in transmission design, construction, operation, and asset management</li><li>Provides input and informs capital execution strategy based on feasibility of execution, volume of work identified, historical performance, and density of scope in a particular area.</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Seven or more years of experience supervising a team of direct reports and/or project management.</li><li>Experience developing enterprise-wide project management vision, policies, and objectives.</li></ul>Preferred Qualifications<ul><li>Bachelor’s degree or higher in Business Management, Finance, or a related field.</li><li>Seven or more years of experience in utility industry.</li><li>Experience focused in Distribution Planning, Design, Project Management, and/or Operations.</li><li>Experience in project management, budgeting, and working with environmental and governmental agencies to complete project execution</li><li>Strategic problem solver with attention to tactical execution and detail.</li></ul>Additional Information<ul><li>This position’s work mode is&nbsp;hybrid.&nbsp;The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</li><li>The primary work location for this position is Pomona, CA (Pomona Innovation Village – PIV3).&nbsp; </li><li>Position will require up to 25% traveling and being out in the field throughout the SCE service territory.&nbsp; </li><li>Relocation does not apply to this position.</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Southern California Edison

Principal Manager, Distribution Project Management

Hiring Manager:&nbsp;Kevin R Arlic&nbsp;Job Abbreviation:&nbsp;SCD910_P5_E&nbsp;Pay Grade:&nbsp;&nbsp;Exempt - 36&nbsp;Pay Range:&nbsp;$157,800.00&nbsp;-$236,700.00&nbsp;Join the Clean Energy RevolutionBecome a Senior Advisor at Southern California Edison (SCE) on the Distribution/Vegetation Management Asset Strategy Team and build a better tomorrow. In this role, you’ll serve as a strategic consultant, responsible for developing, prioritizing, project management, and implementing comprehensive strategies for key programs. You will provide expert guidance and actionable insights to ensure safety, reliability, and regulatory compliance across SCE’s Distribution assets and vegetation management programs.Within this team, you will be involved in one or more of the following initiatives:<ul><li>Advancing Distribution grid hardening programs</li><li>Updating infrastructure replacement plans </li><li>Enhancing Maintenance &amp; Inspection activities to ensure better performance and reduce risk for SCE</li><li>Delivering risk informed scoping for Vegetation Management programs</li></ul>Additionally, this position will partner with peer organizations to ensure new asset strategies are approved internally as well as developing those concepts into SCE’s regulatory filings, such as the General Rate Case, Wildfire Mitigation Plan, and Risk Assessment Mitigation Phase.As a Senior Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?<h4>Responsibilities</h4><ul><li>Supports the development of critical regulatory and legislative initiatives to facilitate the execution of the strategic plan</li><li>Identifies system risks and evaluates risk reduction benefits of proposed mitigation strategy projects in the capital investment strategy</li><li>Leads the development and management of Asset strategies for programmatic investment decisions</li><li>Evaluates SCE's enterprise level risks and provides suitable mitigation options to senior management</li><li>Provides strategic and regulatory analysis for the company, specifically including competitive positioning, price forecasting, financial analytics, and regulatory planning scenario evaluations</li><li>Provides analyses, evaluation and management recommendations on key strategic initiatives</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Ten or more years of experience in strategic planning, setting strategies at the department or organization level.</li></ul>Preferred Qualifications:<ul><li>Master’s degree in applicable profession, business, or technical discipline</li><li>Experience with utility asset management, asset inspections, or vegetation management.</li><li>Experience working with and reviewing large amounts of geospatial and non-spatial data.</li><li>Experience conducting data quality analyses and performing high-level spot checks to ensure accuracy of information.</li><li>Experience evaluating technical solutions, risk analysis and cost benefit variables to make effective business decisions.</li><li>Experience developing communication materials (e.g., PowerPoint) and facilitate decision making conversations with senior leadership.</li><li>Experience coordinating or developing components of the General Rate Case and/or Wildfire Mitigation Plan (WMP).</li></ul>Additional Information <ul><li>This position’s work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and reside in the state of California.  Further details of this work mode will be discussed at the interview stage.The work mode can be changed based on business needs.</li></ul><ul><li>Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! </li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</li></ul><ul><li>Relocation does not apply to this position.</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Distribution/Vegetation Management Asset Strategy Senior Advisor

Title: SAILS Field Coordinator - Blount, Sevier, Loudon, and Knox Counties
Employee Classification:&nbsp;Other Professionals
Institution:&nbsp;System Office
Department: SAILS, Office of Academic Affairs
Campus Location: Tennessee Board of Regents System Office
Job Summary
he Field Coordinator for Seamless Alignment &amp; Integrated Learning Support (SAILS) will work to ensure successful implementation of the SAILS Program in the participating high schools in their assigned region. The Field Coordinator will work directly with students, secondary and post-secondary faculty and administrators, and the SAILS Leadership Team.
This position requires travel approximately 3 days per week and requires someone to live in the vicinity of the schools they will be supporting. Must reside in or be willing to relocate to Blount, Sevier, Loudon, or Knox County.
The salary range for the position is $63,446.00 - $78,668.00 per year, depending on experience.
Job Duties
<ul>
<li>45% - PROGRAM IMPLEMENTION – Ensures successful implementation of the SAILS program in the participating high schools in their assigned region by working directly with teachers and students to ensure mastery of skills for college readiness, while maintaining program fidelity and academic integrity. • Works with HS faculty and school system/building level administrators to ensure academic integrity protocols are followed and that the program is delivered as designed. • When school is in session, provides routine on-campus support to assigned high school SAILS classes to include individual assistance to students and curriculum/instructional support to teachers. • When outside the classroom, monitors student progress and gradebooks to maximize student success. • Identifies and solves software/technology problems to optimize students’ time on task and teachers’ productivity. • Utilizes technology to enroll students in software and register students in the system. - (Essential)</li>
<li>40% - COMMUNICATION – Provides frequent and effective communication between all program participants at the regional, district, and school levels in their assigned area. • Instructs students, teachers, and staff on the SAILS mission and college opportunities, including dual enrollment. • Provides resource information to high school students, facilitators, and LEAs. • Provides assistance to the SAILS Leadership Team to plan and coordinate SAILS training sessions and other meetings, if requested. • Questions and requests from high school personnel and the SAILS Leadership Team are handled in a timely manner. - (Essential)</li>
<li>10% - INFORMATION AND ADMINISTRATIVE REPORTING – Gathers and disseminates information about the SAILS program and student results to the SAILS Leadership Team and high schools in their assigned area. Follows established procedures when completing administrative assignments. • Working with the SAILS Leadership Team and administrative offices at the partner high schools, maintains appropriate records for all SAILS students. • Creates, compiles, and submits reports to the Director of Operations in a timely manner. • Provides assistance in the preparation of program information for articles, publications, and presentations, if requested. • Completes travel forms and leave reports (or timesheets) on time and with attention to detail and accuracy. - (Essential)</li>
<li>5% - Other Duties as Assigned - (Marginal)</li>
</ul>
Minimum Qualifications
Bachelor’s degree Experience working with diverse student body and/or young adults Must reside in or be willing to relocate to the specified area 
Preferred Qualifications
Master’s Degree in education or closely related discipline 5+ years teaching experience in the K-12 system 
Knowledge, Skills, and Abilities
Knowledge of: assigned subject area’s basic concepts and online learning software; secondary and higher educational structures. Skills: Strong oral and written communication; Proficient with Apple/PC platforms; Proficient with office software/technology such as Microsoft Office Suite, Google Drive and Adobe Professional; computer skills (word processing, spreadsheets, data entry); interpersonal skills consistent with establishing and maintaining effective working relationships. Ability to: present information clearly and concisely; maintain confidentiality; work effectively on a team; work independently, take initiative, identify and solve problems; work with a diverse population; manage time wisely. 
Physical Demands / Working Conditions

941 Project Management / Professional Services Jobs