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Client Service Representative Quality Team Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance. The Expertise We’re Looking For <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> The Purpose of Your Role In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring. The Skills You Bring Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience. Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands. Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions. Your attention to detail and inquisitive nature will be key in helping you problem solve. The Value You Deliver <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </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. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity TalentSource

Client Service Representative

<h3>Job Description:</h3>Fidelity Medicare Services is rapidly scaling, and we’re seeking a dynamic leader to help shape the future of our Medicare Advice &amp; Planning team. As Director, you’ll lead a high-performing group of licensed Medicare Advisors, driving sales growth while fostering a culture of inclusion, collaboration, and continuous learning.What You’ll Bring<ul><li>Proven success in building diverse, high-performing teams with a growth mindset</li><li>5–7 years of sales leadership experience, ideally in a call center environment</li><li>Deep knowledge of Medicare, compliance, and quality assurance</li><li>Strong cross-functional collaboration skills</li><li>Health insurance license (or willingness to obtain)</li><li>Bachelor’s degree or equivalent experience</li></ul>Your Impact<ul><li>Inspire and develop a team of remote and hybrid associates to deliver exceptional customer experiences</li><li>Champion a culture of curiosity, coaching, and continuous improvement</li><li>Collaborate across Fidelity to advance business goals and elevate our brand</li><li>Ensure operational excellence and regulatory compliance</li></ul>The TeamYou’ll be part of a fast-growing, customer-obsessed organization focused on helping people make confident Medicare decisions. We value positive energy, inclusivity, and a shared commitment to innovation and service.The base salary range for this position is $90,000 - $150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Sales Support

Fidelity Investments

Director, Medicare Sales and Service

<h3>Financial Services Associate - Testing and Reporting Services (TRS)</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX. *** This is a true 3 month contract that starts in December 1st*** *** Hybrid schedule - but will be in office entirety for December for training *** The Role The Financial Services Associate-Testing and Reporting Services (TRS), as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred. </li><li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions. </li><li>Personal computer proficiency required: Windows Office and web-based applications experience preferred. </li><li>Outstanding organization, multi-tasking and time management skills </li><li>Detail, process and goal-oriented </li><li>Phenomenal client communication skills, especially by phone </li><li>Strong computer skills with an emphasis on Microsoft Excel </li><li>General knowledge of 401k industry a plus but not required </li></ul> <h3>Dynamic Working</h3> 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 all business days of every other week in a Fidelity office.

Financial Services Associate - Testing and Reporting Services (TRS)

<h3>Job Description:</h3>Director, Digital Assets OperationsThe Role In this role you will be responsible for assessing and documenting the requirements for Fidelity’s digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to move from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.The Expertise and Skills You Bring<ul><li>Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Bachelor’s Degree or equivalent</li><li>8+ Years of experience preferred</li><li>Effective written and verbal communication</li><li>Experience with fund operations including administration, accounting, valuation, and custody</li><li>Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution</li><li>Investment operations including trading, portfolio analytics, performance, and compliance</li><li>Portfolio transition management</li><li>Transferable skills include risk management, compliance, and project management</li><li>Bachelor’s Degree or equivalent experience. CAIA and /or CFA is a plus.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamIn Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work.<h3>Certifications:</h3><h3>Category:</h3>Product 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.

Director, Digital Assets Operations

<h3>Job Description:</h3>Job Title: Senior Manager, Global Financial ControlsThe RoleAre you ready to make an impact? If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated audits and advisory reviews over select strategic initiatives. The role provides thought leadership, subject matter expertise and closely partner with Senior Business Leaders, Head of Corporate Accounting &amp; Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function’s mission. The role will report to the Head of Global Financial Controls CoE or a Director.The Expertise and Skills You BringPlay an integral role as part of GFC’s leadership team and through your advanced understanding of US GAAP, Internal Controls over Financial Reporting, Accounting concepts/standards and relevant frameworks (COSO). Lead and coach junior practitioners to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance)</li><li>Eight plus years of progressive experience with leading financial statement audits and assurance reviews</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Proficient with accounting concepts and financial processes including financial statement risks and controls</li><li>Professional certification CPA highly desired. Other relevant certifications CISA, CA, CIA, or CISSP</li><li>Exposure to IT Applications Controls, key reports testing and/or IT General Controls</li><li>Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance</li><li>Exceptional leadership and proficient relationship builder with proven influencing and people management skills</li><li>Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Manager, Global Financial Controls - CoE

<h3>Job Description:</h3>The Role This role will be part of a team accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements. The team will lead targeted assessments and be prepared to make decisions on the design and/or effectiveness of the related control environment. There will be a strong focus on Alternative Products (e.g., digital assets, credit alternatives, private equity, real assets). Additional responsibilities include assisting the leadership team with the development of executive presentations and producing project status reports. To successfully execute these responsibilities, the ideal candidate will possess strong controls-building skills and will have a fundamental understanding of the unique challenges related to Alternative Investment strategies.The role will work closely with business partners specifically to assess areas of risk and support the department’s goals. The role requires the ability to work effectively with management, strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. The individual will be required to manage multiple projects and deliver high-quality work. The Expertise You Bring • Bachelor’s degree required, advanced degree preferred • 8-12 years’ experience in financial services or consulting • Project management experience • In depth knowledge of operational risk management and controls development • Knowledge of alternative product requirements and operations• Knowledge of key regulations (Investment Adviser's Act, Sarbanes-Oxley) The Skills You Bring • A self-starter skilled at operating autonomously to achieve results in a dynamic environment • Superb verbal and written communications skills • Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs • Outstanding relationship management and facilitation skills; customer service orientation • Strong collaborator; able to develop and maintain effective working relationships • Ability to partner with and influence others across the organization to assist management in achieving objectives • Ability to build executive level presentations / visualizationsAsset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. The TeamAsset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. Note: Fidelity is not providing immigration sponsorship for this position#FidelityAltsThe base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Director, Asset Management Risk Operations

<h3>Job Description:</h3>The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health &amp; Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers – such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others.The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities.<h3>The Expertise and Skills You Have </h3><ul><li>Specific experience with Form 5500 and related filings required</li><li>Experience with Form 5500 filing software (FT William, Relius, EFast, etc.)</li><li>7+ years working with DB, DC, or Health &amp; Welfare plans</li><li>Bachelor’s Degree or equivalent work experience</li><li>Outstanding client consulting skills</li><li>Excellent coaching skills</li><li>A deep understanding of form 5500 and related filing work.</li><li>You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.).</li><li>Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management.</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality.</li><li>Impressive oral and written communication skills.</li><li>Focus on quality, details, and meeting client expectations.</li><li>Strong customer service approach.</li><li>Organized, self-motivated, and focused on meeting deadlines</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Value You Deliver</h3><ul><li>Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting.</li><li>Work with Fidelity colleagues, clients, and third parties to onboard new clients.</li><li>Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&amp;W and Puerto Rico benefit plans.</li><li>Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals.</li><li>Develop strong relationships with clients – including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners – including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers.</li><li>Peer-review the work of junior colleagues on the team and provide mentorship.</li><li>Work on special projects.</li><li>Expand overall knowledge of the Workplace Consulting Group.</li><li>Review/Qualify Domestic Relations Orders and prepare communications for involved parties.</li></ul><h3>The Team</h3>This role will reside within Workplace Consulting’s Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Senior Associate, Compliance (Form 5500 Filings)

<h3>Job Description:</h3>Fidelity’s Workplace Investing (WI)/Healthcare (HCG) business units help employers offer successful benefit programs to improve their employees’ overall well-being. WI/HCG offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and engaging employee experiences. WI/HCG is the market leader with ~30% market share serving 26K employer clients &amp; 34M employees and administrating $3.0T in assets.The Stock Plan Services Product Domain exists to focus and deliver upon the needs of our Stock Plan Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul> As the SPS Product Offering Lead you blend broad product management expertise with a deep understanding of Equity Compensation Products to identify the product features that deliver the maximum business partner and/or customer value. You will help rationalize the strategic direction for the Domain by analyzing market/product feature gaps that will increase the value of our offering to current and prospective clients supporting future growth of our business versus our current priorities. You will analyze new business ideas and work with Product Areas leaders and technology partners in the agile model to assess the solution size as input into our portfolio priorities. In your role, you will be responsible for defining the SPS Domain Product story and interface with clients to share our focus areas and roadmap. You will focus on looking at the holistic offering including digital experiences and formulating a strategic point of view of how to maximize the deployment of our technology resources to maximize value to our business. You will interface with the sales organization and Fidelity Workplace Consulting to influence the nature of tactical solution deployed while driving alignment on how these will transition to the strategic SPS product offering over time. You will also assist with effective go-to-market routines to enable adoption of new features and services.As the Offering lead you will manage the chapter area resources responsible for defining product features for our execution portfolio. You will work to support alignment of the product vision from initial business case through to feature decomposition to support agile delivery in the agile teams. You will further partner with the Chapter Area Leader to support a learning curriculum that will strengthen the Equity Compensation domain knowledge and business analysis functions that support success in delivery. The Expertise You Have <ul><li>Bachelor’s Degree required; MBA preferred.</li><li>Series 7, 63 and 24 licenses preferred.</li><li>15+ years of financial services work experience</li><li>Proven track record of defining a strategic product vision and creating business cases/idea screens for support.</li><li>Experience engaging with executive and senior (C-suite) internal and external customers and partners.</li><li>Experience defining complex product features spanning Workplace and Brokerage Capabilities</li><li>Financial services experience, with brokerage experience a plus</li></ul>The Skills You Bring <ul><li>Experienced and inspirational people leader, skilled at setting strategic direction across multiple products, segments, and experiences engaging internal/external partners to drive alignment on a product vision.</li><li>Executive level experience leading the definition of broad, complex, feature set and product offerings aligned with and in support of the strategic direction of the organization.</li><li>Robust decision making supported by data-focused approach that drives feature prioritization, in day-to-day leadership and strategic tradeoff analyses.</li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm.</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion.</li><li>Ability to create an inclusive culture that encourage diversity of thought, drives debate, and encourages all to unlock their potential on behalf of our clients.</li></ul>The Value You Deliver <ul><li>Strong product management experience including offering design, value proposition definition, customer engagement strategy and associated go-to-market functions to ensure success of feature deployments.</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li><li>Proactively partnering with the External Clients, SPS Leadership Team, other Domain, Tribe, Chapter Area, COE, and Team leaders to:<ul><li>Understand market gaps and/or the needs of customers and business partners.</li><li>Define and analyze business opportunities associated with new feature delivery.</li><li>Drive alignment on feature definition and associated market priorities to delivering on strategic priorities and value.</li><li>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</li><li>Sharing relevant insights, knowledge, and developments across the Domain</li></ul></li><li>Advocate for Stock Plan customer needs with partner teams across multiple domains, business units to gain alignment on an E2E vision supporting Stock Plan customer needs.</li><li>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</li><li>Leading innovative growth strategies as part of Fidelity’s highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms</li><li>Working with Product Area Leaders, Portfolio Strategy team and chapters to optimize technology roadmaps on the highest value features</li></ul>The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product Management

Stock Plan Product Offering and Analysis Practice Lead

<h3>Job Description:</h3>Health Care Program Manager The RoleAs a Health Care Program Manager, you blend deep experience in Health and Welfare, along with project management in an Agile eco system and bring a passion for mentoring and coaching, and continuous improvement. As part of a highly collaborative project team you will support the delivery of client facing projects, while advising, mentoring, coaching and training on practices and processes to accelerate value delivery. In partnership with the Portfolio Manager you will maintain a backlog, help to remove impediments, manage projects to success on time and on budget, while also facilitating agile ceremonies such as the daily stand up, sprint planning and retrospectives. You will have responsibility for release management coordination as well as managing interdependencies across teams and product areas. You will examine and drive team performance through metrics and find opportunities for the team to fully realize their potential. On a need basis, you would interact with the client servicing teams and external vendors.<ul><li>Work closely with Portfolio Managers to drive successful completion of projects blending traditional Program / Project management techniques with agile team delivery </li><li>Work to align people and work to sprints, in alignment with defined project timelines, removing impediments, providing delivery updates and escalating risks and issues as necessary</li><li>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity, processes, metrics, and providing coaching, training and resources to team members as necessary</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</li><li>Managing, coordinating logistics for and participating in team events (e.g., sprint planning, daily huddles, retrospectives and as appropriate other meetings)</li><li>Supporting adoption, and consistent use of enabling tools (e.g., Jira (sheets), Miro, Confluence, SharePoint, MS Teams, MS Excel, MS Powerpoint)</li><li>Work with external vendor(s) on behalf of the client to discuss requirements, testing, timing, etc.</li><li>Coordinate across functional groups to ensure staffing, approach, content and schedules are consistent for timely project completion.</li></ul>Note: Fidelity will not provide immigration sponsorship for this positionThe Expertise and Skills You Bring<ul><li>Bachelor’s degree or equivalent work experience</li><li>Health &amp; Welfare / Health Care experience required</li><li>PMP or PMI Certified Agile Practitioner preferred, with high emphasis on using Project management techniques in an agile environment </li><li>Jira experience required</li><li>Experience working as a global team member</li><li>5-7 years of experience with 2+ years’ experience in a Project/Project Manager role required</li><li>You possess excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization</li><li>You demonstrate a continuous improvement approach</li><li>You are a proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences and geographies as they work through new and unfamiliar situations</li><li>You are an effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery</li><li>You are intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</li><li>You plan for project deliverables, both short and long term. Break down long term timelines into shorter milestones.</li><li>You are adept at stakeholder management, risk management and collaboration with global teams</li><li>You have experience applying Scrum outside of software development in operations or equivalent functions.</li></ul>The TeamYou will support one or more cross-functional teams (squads), engaging with all team members and the Program Manager to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. By extension of you and the squad, you will serve Fortune 100 companies and their participants by performing the functions required to administer health and welfare benefits through annual enrollment and throughout the year.Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation<h3>Certifications:</h3><h3>Category:</h3>Program/Project 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.

Senior Manager, Healthcare Program Management

**Sign-On Bonus up to $10,000**USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce. We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization. The Clinical Coordinator is responsible for assisting with management and operation of clinic. This position assumes full responsibility for the dialysis clinic in the absence of the Administrator.Growth:<ul><li> Assist with clinical and operational processes to improve patient health and minimize hospitalizations and missed treatments.</li><li> Assist with planning/coordinating patient scheduling to assure timely acceptance of patients and effective staffing levels.</li><li> Demonstrate effective use of supplies and staff labor hours. </li><li> Responsible for updating all logs and ensuring that dialysis run sheets and logs are sent to billing.</li><li> Perform duties as assigned to meet the patient care or operational needs of the clinic.</li></ul>Outcomes:<ul><li> Coordinate the functions of all departments and develop standards and methods of measuring patient care services, including a chronological record of services provided to patients as required by the ESRD Network Coordinating Council and Medicare.</li><li> Work with Administrator to maintain chronological, thorough, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician, and other healthcare professionals.</li><li> Promote quality management program through education and involvement of staff and patients in outcomes as well as overall responsibility to achieve corporate goals for quality.</li><li> Assist with program's target goals for patient outcomes in accordance with quality patient care and Company goals.</li><li> Review all incident reports; make recommendations and take action relative to incidents as appropriate; report at monthly QAPI meeting as delegated by Administrator or Management.</li></ul>Operational Readiness:<ul><li> Knowledge of and remain current with federal, state, local laws and regulations, including health care professionals practice act requirements. </li><li> Work with Administrator to assure clinic is in compliance with all applicable federal, state, and local laws and regulations.</li><li> Assist Administrator with development, implementation and follow up of Corrective Action Plans required for internal and external surveys. </li><li> May assume Charge Nurse's responsibilities as needed.</li><li> May fulfill responsibility of facility Alternate CEO as delegated by Governing Body. </li><li> Conduct and/or participate in both formal and informal meetings with the governing body, Regional Director, Medical Director and the staff as delegated. Assure that appropriate staff meetings, in-service education meetings, and team patient care planning meetings are held monthly as delegated. Assure that Quality Assessment &amp; Performance Improvement Program is current at all times as delegated.</li><li> Establish, maintain, and submit all required records and reports concerning staff, patients, and the operational affairs of the center if delegated by Administrator.</li><li> Continuously monitor to ensure that a safe and sanitary physical environment is maintained throughout the facility; that all equipment is maintained and functions properly; and that adequate and appropriate inventory levels of all supplies are available and used correctly.</li><li> Oversee the maintenance of equipment and supplies to meet current laws and regulations.</li><li> Responds to all emergencies in clinic. Familiar with emergency equipment and all emergency operational procedures.</li><li> Supervise the maintenance of equipment, building areas occupied by the center and other property belonging to the center.</li></ul>Partnerships:<ul><li> Maintain collaborative working relationship with Medical Director and physicians.</li><li> Establish and maintain a positive relationship with all Administrators, area hospitals, agencies, vendors and the community.</li><li> Actively promote GUEST customer service standards; develop effective relationships at all levels of the organization.</li><li> Respond effectively to inquiries or complaints.</li></ul>Staff Development: <ul><li> Ensure all staff meet required qualifications for position held and perform duties within limitations established by and in accordance with company policy/procedures, health care professionals practice acts, applicable state and federal laws and regulations.</li><li> Serves as a resource/subject matter expert for patient needs and concerns, staff education and in-service sessions as necessary.</li><li> Assists with recruitment, training, development, and supervision of all personnel.</li><li> Assists with maintaining effective personnel management and employee relations, including evaluating the performance of all personnel and counseling employees.</li><li> Uphold management goals of corporation by leading staff in team concepts and promoting a team effort.</li><li> Effectively communicate expectations; accept accountability and hold others accountable for performance. </li></ul>

59 Project Management / Professional Services Jobs in Westlake, TX, USA