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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Vice President, FIA Product and Carrier Management leads a team with three primary business focuses:</p><ul><li>Leads all aspects of the development and ongoing support for FIA annuity, life, and hybrid long term care product solutions, including both proprietary and non-proprietary products. Assesses the landscape to align with customer needs in determining opportunities to grow and improve the suite of solutions offered. Provides full product management support, using internal and external opportunities to promote the products as key solutions available through Fidelity as part of an advisor led or digital experience.</li><li>Leads the team who provides oversight and coordination of carrier partners on our Fidelity Insurance Network (FIN) platform.</li><li>Partners closely with the Commercialization and Go to Market team to drive client awareness and engagement regarding FIA solutions using both internal and external strategies.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Leading a team across multiple sites (MA, RI, NH), drive the growth of each product line through the complete range of product oversight, development, management, and monitoring</li><li>Understand demographic and product trends to assess new business opportunities in FIA products and develop cases for new features to better serve Fidelity's customers and drive sales in all channels.</li><li>Drive and leverage thought leadership and collaborate closely with Sales Distribution as well as cross-Fidelity to position products in client planning interactions to help enable better client financial outcomes</li><li>Oversee the relationships of our eight (8) key FIN partners. This includes regular and ongoing communication around key initiatives and opportunities, industry trends, as well as quarterly and annual partnership meetings</li><li>As a securities’ licensed Registered Principal, review and approve all customer-facing content.</li><li>Build and maintain strong relationships with FIA business partners - Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations</li><li>Be an effective contributor and role model for teamwork across the Fidelity organization.</li></ul><h3>Skills and Education</h3><ul><li>Bachelor's degree or equivalent experience, MBA a plus</li><li>15+ years financial industry with demonstrated knowledge, and experience with, annuity and insurance products highly desired</li><li>Consistent track record in financial services product management and carrier relationship management.</li><li>FINRA series 7 and 24 or 6 and 26 license; or willing to obtain within 120 days of hire</li><li>Strong knowledge of financial services, investing and retirement income planning</li><li>Strong influencing skills</li><li>Excellent verbal communication skills and presentation abilities</li><li>Effective in a team-orientated environment</li><li>Please note that this is not an Agile product owner or product development role.</li></ul><p><strong>Company Overview</strong></p><p>At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com</p><p>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3>Series 06 - FINRA, Series 07 - FINRA, Series 24 - FINRA, Series 26 - FINRA<h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

VP, FIA Product and Carrier Management

<h3>Job Description:</h3>Job Description<p><strong><strong>The Role</strong></strong></p><p>The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers 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 the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center. Regional Center in state of Colorado.</p><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ 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>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong><strong>The Team</strong></strong></p><p>We 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</p>The base salary range for this position is $120,000 - $185,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

VP, Advanced Planning - REMOTE - Denver, CO

<h3>Job Description:</h3>Job Description<p><strong><strong>The Role</strong></strong></p><p>The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers 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 the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center in one of the following states: Minnesota, Missouri, or Illinois.</p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ 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>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong><strong>The Team</strong></strong></p><p>We 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</p>The base salary range for this position is $120,000 - $185,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

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

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.</p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>· Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s trusted advisor.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.</li></ul><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Managing Director, 401K Relationship Manager

<p><strong>Life &amp; Annuity Compliance Workflow Coordinator</strong></p><h5><strong>Company Summary</strong></h5><p>Come join one of America’s fastest growing insurance companies with a stable history of over 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><h5><strong>Role Summary&nbsp;&nbsp;&nbsp;&nbsp;</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h5><p>Are you looking to begin your Compliance career with an opportunity to join Life &amp; Annuity Compliance?&nbsp; We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about Compliance and how what we do applies to other organizational processes.</p><p>The successful candidate will become part of the Regulatory &amp; Risk Guidance (“R&amp;RG”) team and will complete routine assignments to coordinate the workflow of all four Life &amp; Annuity Compliance teams and perform anti-money laundering (“AML”) transaction monitoring processes.&nbsp; In this role you will primarily communicate with your immediate supervisor, other team leaders, and peers.&nbsp;</p><p>As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey.&nbsp; The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><ul><li>Accountable for the daily intake, logging, and assignment determination of all incoming Life &amp; Annuity Compliance advertising requests, complaints, sales practice referrals, and fraud referrals.</li><li>Contribute to the research, analysis, solution, and response to AML transaction monitoring applying acquired skills and theoretical knowledge to standard procedures.</li><li>Use knowledge and skills for routine and ad-hoc tasks within internally established time standards.</li><li>Work under general supervision with work reviewed periodically.</li><li>Build relationships with internal peers.</li><li>Handles routine assignments and identifies the need for exception to standard practices.</li><li>Understands NLG values and Servant Leadership Tenets and actively integrates principles into daily work life.</li><li>All other duties as assigned.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>3 years Total Combined post-secondary education and relevant work experience.<ul><li>3 or more years related work experience and a High School Diploma, OR</li><li>1 or more years related work experience and an Associate's Degree, Technical/ Trade School Certificate, or 2 or more years college-level coursework.</li></ul></li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to provide exceptional customer service through empathy, listening, and understanding client needs.</li><li>Demonstrate tact and professionalism and the ability to interact with individuals.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work in a fast-paced environment, with a high degree of accuracy.</li><li>Ability to maintain confidentiality on sensitive matters.</li><li>Strong organizational, time management, qualitative, and analytical skills.</li><li>Effectively work in a team environment, closely collaborating with multiple teams and peers.</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul><br><h5><strong>Preferred Qualifications</strong></h5><ul><li>Basic fixed life insurance and annuity experience.</li></ul><h5><strong>Benefits</strong></h5><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Compliance Coordinator

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

Fidelity TalentSource

NPO Outreach Specialist

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

Charitable Outreach Specialist

<p><strong>Join the Clean Energy Revolution</strong></p><p>Become an <strong>Outage Request Coordinator (Power System Operations Specialist 3) </strong>at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll provide critical support to the Grid Control Center, perform technical studies to ensure reliability, collaborate with the California ISO, assist in coordinating outages for capital projects, and maintain a safety-conscious work environment. As an <strong>Outage Request Coordinator</strong>, 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?</p><h4><b>Responsibilities</b></h4><ul><li>Develops comprehensive outage coordination plans, coordinating with other departments and keeping them updated on any upcoming scheduled outages</li><li>Consults on complex system reliability issues, developing strategic solutions to substation issues</li><li>Partners with operations leadership to evaluate outage requests to ensure compliance with applicable budgets</li><li>Collaborates with protection engineering on system protection schemes, maintaining a safety conscious work environment at all times</li><li>Maintains and updates documentation and data policies in line with NERC/WECC compliance standards, staying up to date on any relevant regulatory changes</li><li>Prepares and updates firm load shedding programs by season</li><li>Mentors grid operators on new and existing computer applications and participates in required training to maintain job knowledge</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><b>Minimum Qualifications</b></h4><ul><li>Seven or more years of experience in electric system operations.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Bachelor’s degree in engineering or related technical field.</li><li>Knowledge and experience with ISO operations and control of the generation and transmission system.</li><li>NERC Certified System Operator.</li><li>Knowledge of NERC standards, WECC policies, and CAISO procedures.</li><li>Ability to integrate work across relevant areas, develop the business and services to improve customer satisfaction and productivity, manage risks appropriately, handle information, and provide exceptional service to internal and external customers.</li><li>Effective resource and project planning, decision making, results delivery, team building, and the ability to know the latest relevant technology and innovation.</li><li>Strong ethics, influence and negotiation, leadership, people skills, communication, and able to effectively manage stress and engage in continuous learning.</li></ul><p><strong>Additional Information</strong></p><ul><li>This position’s work mode is <strong>hybrid. </strong>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.&nbsp;</li></ul><ul><li>This position has been identified as a NERC/CIP impacted position - Prior to being hired, the successful candidate must pass a Personnel Risk Assessment (PRA) or Background Investigation.&nbsp; Once hired, the candidate must complete specified training prior to gaining un-escorted access to assigned work location and performing necessary job duties.</li><li>The primary work location for this position is Alhambra. However, the successful candidate may have the option to work at our second Grid Control Center facility in Irvine.</li><li>Relocation does not apply to this position.</li></ul><p><strong>About Southern California Edison</strong></p><p>The 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.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.</p><p>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.</p>

Southern California Edison

Outage Request Coordinator

<p><strong>ASSOCIATE DEAN OF ENROLLMENT MANAGEMENT</strong></p>
<p><strong>Number of Openings:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1</p>
<p><strong>Employee Classification:&nbsp;</strong>&nbsp;&nbsp;&nbsp;&nbsp; Exempt, Professional</p>
<p><strong>Institution:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Cleveland State Community College</p>
<p><strong>Department:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Enrollment Services</p>
<p><strong>Reports to:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Dean of Enrollment Management</p>
<p><strong>Campus Location:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Cleveland, Tennessee</p>
<p><strong>Salary Range:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </strong>$69,479 - $86,848</p>
<p><strong>**Experience of less than 6 years will align with the minimum salary specified in the salary range.</strong></p>
<p><strong>Moving Allowance:</strong>&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; N/A</p>
<p><strong>Cleveland State Community College</strong> is a comprehensive, two-year post-secondary institution, located in Cleveland, Tennessee. Cleveland State is committed to providing open access and quality education to all students. A Tennessee Board of Regents institution, Cleveland State is accredited by the Southern Association of Colleges and Schools Commission on Colleges (SACSCOC). At Cleveland State, our mission is to build strong minds, careers and communities through exceptional teaching and learning, workforce development and service. We wish to hire individuals with similar values who can help us accomplish those goals.</p>
<p><strong>Special Instructions to Applicants:&nbsp; </strong></p>
<p>To be considered for a position at Cleveland State, you must complete an online application. Your skills, abilities, qualifications, and years of experience will be evaluated solely based on the information provided in your application. Any work experience not included will not be considered for meeting the minimum requirements or determining compensation for the position.</p>
<p>Please note the following:&nbsp;</p>
<ul>
<li>Attaching a resume does not substitute for completion of the application form.</li>
<li>Part-time work experience is calculated at 50% of full-time experience.&nbsp;</li>
</ul>
<p><strong>JOB SUMMARY</strong></p>
<p>The <strong>Associate Dean of Enrollment Management</strong> provides leadership and oversight for Admissions, Student Records, and Early Postsecondary programs. This role ensures operational excellence, regulatory compliance, and strategic alignment and synergy across multiple enrollment functions and processes. The Associate Dean supervises directors in these areas, leads policy development, supports and enforces academic compliance, and fosters collaboration across institutional departments. This position is essential in supporting student access, success, and data integrity throughout the enrollment lifecycle.</p>
<p><strong>MINIMUM REQUIREMENTS / QUALIFICIATIONS</strong></p>
<ul>
<li>Master’s degree required. Specialization in Higher Education, Educational Administration, Student Services, K-12 Education, or a closely related field preferred.</li>
<li>Minimum of six (6) years of progressively responsible experience in higher education of which five (5) of those years should include direct supervisory or leadership experience, including oversight of professional staff and cross-functional teams.</li>
<li>Demonstrated experience with student information systems (e.g., Banner), document management systems, and CRM platforms.</li>
<li>Familiar with academic compliance, including FERPA, residency classification, state and federal regulations, and accreditation standards.</li>
<li>Excellent interpersonal, communication, and organizational skills with the ability to work collaboratively across departments.</li>
</ul>
<p><strong>ESSENTIAL JOB FUNCTIONS</strong></p>
<p><strong>Strategic Leadership &amp; Academic Compliance (35%)</strong></p>
<ul>
<li>Assist the Dean of Enrollment in providing strategic leadership and direction for Enrollment Services areas, including Student Records, Admissions, and Early Postsecondary programs, ensuring operational excellence, policy alignment, and student-focused service delivery.</li>
<li>Supervise and support directors and staff, fostering continuous improvement, accountability, and professional development.</li>
<li>Serve as the institution’s primary lead for academic compliance across enrollment functions, including FERPA, residency classification, academic standing, grading policies, and state/federal reporting.</li>
<li>Interpret and apply federal, state, and accreditation standards, lead policy development, implementation, and enforcement.</li>
<li>Collaborate with various college and external entities to ensure audit readiness, accreditation compliance, and data integrity.</li>
<li>Lead cross-functional initiatives to enhance efficiency, data accuracy, and institutional alignment across academic records, systems, and early college programs.</li>
<li>Provide training and ongoing communication to faculty and staff on academic policies, enrollment regulations, and compliance.</li>
</ul>
<p><strong>Oversight of Registrar Services (20%)</strong></p>
<ul>
<li>Oversee registrar operations including registration, grading, transcript processing, academic standing, FERPA compliance, degree conferral, and graduation certification.</li>
<li>Serve as the institutional Residency Officer, ensuring compliance with federal, state, and institutional policies related to academic records.</li>
<li>Coordinate training and policy implementation for faculty and staff concerning academic policies and student records.</li>
<li>Monitor the accuracy, efficiency, integrity, and compliance of registrar functions in accordance with institutional policy.</li>
</ul>
<p><strong>Administration of Early Postsecondary Opportunities (20%)</strong></p>
<ul>
<li>Oversee operations of Dual Enrollment, Dual Credit, and Tennessee Valley Early College (TVEC) programs, ensuring curricular alignment and compliance with state standards.</li>
<li>Develop and maintain partnerships with school districts, counselors, and administrators to promote early college access.</li>
<li>Coordinate registration processes for dual enrollment students and facilitate parent and student information sessions.</li>
<li>Validate student eligibility and oversee funding processes for Dual Enrollment Grant and other funding sources for early college programs.</li>
<li>Collect, analyze, and provide data to the offices of Institutional Research and Title III to evaluate program effectiveness and implement continuous improvement strategies.</li>
</ul>
<p><strong>Administration of Admissions Processing (20%)</strong></p>
<ul>
<li>Oversee the application review process, ensuring proper documentation and admission eligibility decisions.</li>
<li>Ensure accurate processing and residency classification according to institutional and state policies.</li>
<li>Supervise admissions staff managing data entry, document handling, applicant communication, and application processing.</li>
<li>Monitor and evaluate admissions workflows and policies to improve efficiency and applicant experience.</li>
</ul>
<p><strong>Non-Essential Functions (5%)</strong></p>
<ul>
<li>Represent the college in professional organizations such as AACRAO and state early postsecondary education groups.</li>
<li>Serve on college-wide committees and participate in institutional events.</li>
<li>Pursue professional development and additional credentials as appropriate.</li>
<li>Perform other duties as assigned.</li>
</ul>
<p><strong>KNOWLEDGE, SKILLS AND RESPONSIBILITIES</strong></p>
<p><strong>Strategic Leadership</strong></p>
<ul>
<li>Proven ability to lead and align multiple functional areas (Admissions, Student Records, Early Postsecondary) with institutional priorities.</li>
<li>Experience in setting goals, managing change, and implementing strategic initiatives in a complex educational environment.</li>
</ul>
<p><strong>Academic Compliance Expertise</strong></p>
<ul>
<li>Deep knowledge of academic regulations including FERPA, residency classification, grade policies, and state/federal reporting.</li>
<li>Experience ensuring institutional readiness for audits, accreditation reviews, and state-level compliance checks.</li>
</ul>
<p><strong>Supervisory and Staff Development Experience</strong></p>
<ul>
<li>Demonstrated success in supervising, mentoring, and evaluating professional staff.</li>
<li>Ability to build cohesive teams, foster accountability, and support ongoing professional development.</li>
</ul>
<p><strong>Enrollment Operations Knowledge</strong></p>
<ul>
<li>Hands-on experience with application processing, registration, transcript management, graduation certification, and dual enrollment procedures.</li>
<li>Understanding of how registrar, admissions, and early college processes interact to impact student success and institutional outcomes.</li>
</ul>
<p><strong>Systems and Data Proficiency</strong></p>
<ul>
<li>Proficient in using student information systems (e.g., Banner), CRM tools, and reporting platforms to guide decisions and streamline operations.</li>
<li>Ability to analyze data for trends, identify process improvements, and support enrollment planning.</li>
</ul>
<p><strong>Communication and Collaboration</strong></p>
<ul>
<li>Strong interpersonal and communication skills to effectively engage with faculty, staff, students, school partners, and senior leadership.</li>
<li>Skilled in translating policy into practice and ensuring consistent communication of expectations and changes across departments.</li>
</ul>
<p><strong>Student-Centered Mindset</strong></p>
<ul>
<li>Commitment to access, equity, and high-quality service throughout the enrollment journey.</li>
<li>Experience creating or supporting initiatives that remove barriers and improve the student experience.</li>
</ul>
<p><strong>WORK ACTIVITIES &amp; EQUIPMENT</strong></p>
<p>Job responsibilities often involve working with personal computers and peripheral devices.&nbsp; Photocopy and other office machines are frequently used.</p>
<p><strong>JOB LOCATION</strong></p>
<p>This position is an on-site role located in the Student Center-Office of Enrollment Management, located on the main campus of Cleveland State Community College in Cleveland, Tennessee. Occasional travel to off-campus sites within the college’s five (5) county service area may be required.</p>
<p>_______________________________________________________________________________________</p>
<p><strong>Applicants may be subject to a background check and credit check.</strong></p>
<p><strong>__________________________________________________________________________________________</strong></p>
<p><strong>Cleveland State offers a comprehensive benefits package, including but not limited to the following:</strong></p>
<ul>
<li>Insurance: Health, Dental, Vision, Life, Disability (long and short term), FSA/HAS</li>
<li>Wellness Incentive Program (if enrolled in health)</li>
<li>Educational Assistance: Fee Waiver, Spouse/Dependent Discounts, Tuition Reimbursement</li>
<li>Employee Assistance Program</li>
<li>Longevity Pay</li>
<li>Retirement Options: State of TN Pension (TCRS), 401a, 401k with $50 match, 403b, and 457</li>
<li>Fourteen (14) Paid Holidays/Year</li>
<li>Sick and Annual Leave</li>
<li>Sick Leave Bank</li>
<li>State Employee Discount Program with over 900 merchants</li>
</ul>
<p>If you are interested, click on the link to apply.&nbsp;</p>
<p>Applications can be assured full consideration if submitted by <strong>July 30, 2025</strong>.&nbsp;</p>
<p>__________________________________________________________________________________________</p>
<p>Human Resources Office<br>Telephone: 423-478-6203; FAX: 423-478-6257<br>Email: <a href="mailto:humanresources@clevelandstatecc.edu" target="_blank">humanresources@clevelandstatecc.edu</a></p>
<p>Website:&nbsp;<a href="https://careers.tbr.edu/jobs/www.clevelandstatecc.edu" target="_blank">www.clevelandstatecc.edu</a></p>
<p>The following link will direct you to a reporting section of the college’s website:&nbsp; <a href="https://www.clevelandstatecc.edu/a-z-index/how-do-i-report/" target="_blank">How Do I Report</a></p>

Motlow State Community College


      Associate Dean of Enrollment Management
    

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We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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