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<h4><em><strong>Direct Sales Representative</strong></em></h4><p><em>Location: Pittston, PA to Luzerne, PA greater market territories</em></p><h4><em><strong>Opportunity to earn up to $85,000 or more with uncapped commissions!</strong></em></h4><p><em>We offer a $38,816.34 base with a commission plan that allows you the freedom to exceed quota!&nbsp;</em><em> (*See total compensation details below the job description). You will be representing a superior internet package and company that cares about you and our customers.</em></p><p><em>Astound Broadband, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company.&nbsp;</em><em>Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success.&nbsp; </em><em>Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.</em></p><p><em>The Direct Sales Representative is responsible for acquiring new customers for a top telecommunications company in the region. Astound Broadband powered by Wave provides a competitive base salary, uncapped commissions, paid training, excellent benefit packages including 401k, generous paid time off plans, mileage reimbursement and a company issued cell phone. The direct sales representative will build relationships with residential customers within our serviceable footprint.&nbsp;</em></p><p><strong>Where you will work:</strong></p><ul><li>This is a dynamic opportunity to represent our residential direct sales initiatives, in the field based around the <em>Pittston, PA to Luzerne, PA greater market territories</em></li></ul><p><strong>A Day in the Life of the Direct Sales Representative, Single-Family:</strong></p><ul><li>Prospect, qualify, and generate sales within an assigned territory</li><li>Identify and sell appropriate products and services to meet the customer’s needs</li><li>Sales or marketing background in telecommunications a plus&nbsp;</li><li>Engage in technical discussions with potential customers through demonstrations and presentations</li><li>Execute the sales strategy to increase sales within respective territories</li><li>Prepare sales information for customers</li><li>Distribute marketing material and participate in special sale events</li><li>Remain knowledgeable and up-to-date on changes and developments within the product/service line</li><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>Must have valid driver's license and reliable transportation</li><li>Proficient in Microsoft products&nbsp;</li><li>Other duties as assigned&nbsp;</li></ul><p><strong>Education and Certifications:</strong></p><ul><li>High school diploma or equivalent</li></ul><p><em><strong>We are proud to Offer a Comprehensive Benefits Package Including:</strong></em></p><ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program<br><br>*Benefits listed above are for regular full-time positions</li></ul><p><em><strong>*Base salary:</strong> The base salary range for this position in PA state is $38,816.34 plus opportunities for bonus, benefits, commission, and sales incentives if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, geographical area, experience, and capabilities.&nbsp;</em></p><p><em><strong>*Commission component:</strong> Targeted commissions at full attainment are $56,940 annually. </em><em>Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.</em></p><h4><em><strong>Our Mission Statement:</strong></em></h4><p><em><strong>* Take care of our customers</strong></em></p><p><em><strong>* Take care of each other</strong></em></p><p><em><strong>* Do what we say we are going to do</strong></em></p><p><em><strong>* Have fun</strong></em></p><p><em><strong>Diverse Workforce / EEO</strong>:</em></p><p>Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;</p><p><strong>FCO (For San Francisco Candidates Only):</strong></p><p>Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</p><p><strong>CCPA Employee Privacy Policy (For California Candidates Only):</strong> <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;</p>

Astound Broadband

Astound

Direct Sales Representative- Residential

<p>A Small Business Outside Sales Manager works under the direction of the Small Business Manager, performs, and is responsible to process all business lending related functions and transactions for Small Business prospects and existing members. Identifies and offers lending solutions based on specific member needs. Focus on professional and exceptional member service to include co-workers and business partners.</p><h4>ESSENTIAL FUNCTIONS:</h4><br><ul><li>Develop and execute a strategic plan to acquire new Small Business Members within the designated market segment, outside of direct internal referrals</li><li>Build strong relationships with small business owners and decision makers, understanding their unique financial needs and goals, to create a small business client pipeline</li><li>Source new existing Small Business Memberships through a combination of visiting local business owners, utilizing call lists and personal networks, and other resources. Occasionally partnering with OnPoint’s Branch network and Commercial Teams to support internal referrals.</li><li>Own the complex small business relationships, efficiently identifying business needs, recommending applicable products, and recommending referrals to other teams when appropriate.</li><li>Leverage an advanced understanding of Small Business lending products and comprehensive underwriting criteria to provide exclusive guidance to OnPoint’s Small Business Members. </li><li>Provide tailored recommendations to match the specific needs of their businesses, offering access to loan products with higher limits that align with their financial goals.</li><li>Coordinate opening new business accounts, business online banking services, and business loans for Small Business Members. </li><li>Focus on retention of current Small Business Members and work with Branches to present Group Banking opportunities.</li><li>Act as the primary source of contact for Small Business Members to deliver the highest quality member experience, and works with internal employees and departments to resolve issues. Partners with Business Deposit Officer and Commercial Relationship Manager to refer products and best serve business members.&nbsp; </li><li>Use the credit-scoring model as a tool, along with credit underwriting skills, to evaluate loan applications within Credit Union loan policy and makes determination for approval or denial within established credit limits. Refers applications in question or exceeding credit limits with recommendation to management for review.</li><li>Advise members of loan decisions, process necessary paperwork, secures collateral with accurate documentation while keeping safety and soundness of the Credit Union a priority.</li><li>Use a consultative approach and cross sell additional Credit Union products and services in order to meet/exceed established individual and/or team goals. Makes appropriate recommendations for commercial, digital, insurance and investment products and services.</li><li>Provide support to Small Business Relationship Manager team by processing direct Small Business referrals when volume necessitates.</li></ul><p><strong>KNOWLEDGE, SKILLS &amp; COMPETENCIES:</strong></p><ul><li>Previous experience working with business accounts.</li><li>Thorough knowledge of credit analysis, underwriting, administration, policy, and procedure.</li><li>Ability to profile members using a consultative selling approach.</li><li>Knowledge of finance and lending, including the processes involved in analyzing and interpreting information to achieve solid underwriting decisions and correct documentation.</li><li>Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.</li><li>Work effective as part of a team and contribute individually and consistently with the Branch to meet and exceed set goals determined by the Credit Union.</li><li>Ability to be self-directed and work under limited direct supervision.</li><li>Effective verbal and written communications skills.</li><li>Strong mathematical, problem-solving and negotiation skills.</li><li>Proven client service, interpersonal and relationship building skills.</li></ul><p><strong>QUALIFICATIONS:</strong></p><ul><li>High School diploma or GED required and Bachelor’s degree is preferred.</li><li>Minimum of 5 years of previous experience in business banking and sales within a financial institution or equivalent field with underwriting skills preferred</li><li>Experience with outside sales strongly preferred</li><li>Proven experience consistently achieving goals and top tier performance in the same or similar role is preferred.</li><li>Bilingual skills are highly desired.</li><li>This position may require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.</li></ul><p><strong>PHYSICAL REQUIREMENTS:</strong></p><ul><li>Reliable means of transportation is required. This individual will work onsite at a centralized location and travel to branches and businesses for appointments. Occasional remote work will be at managers discretion.</li><li>Occasional bending/lifting/pushing/pulling of objects up to 40lbs.</li><li>Frequent sitting and/or walking.</li><li>Requires close visual acuity.</li><li>Frequent use of hands to manipulate/grasp objects and forward reaching.</li><li>Use of computer keyboard, calculator, and other office equipment.</li></ul><p><strong>JobFamily</strong></p><p>Credit Admin</p><p><strong>JobFunction</strong></p><p>Credit Admin</p><p><strong>PayType</strong></p><p>Salary</p>

OnPoint Community Credit Union

Small Business Outside Sales Manager

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

Fidelity Investments

Investment Consultant - Philadelphia, PA

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

Relationship Manager - Greenville, DE

<h3>Job Description:</h3><p>The Team-Based Client Services Manager (CSM) is part of the Client Service Management, TEM Plan Services organization and is a key client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC, NQ, and HSA plans.</p><p>The CSM establishes, maintains, and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they focus on day-to-day resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes. They coordinate and prioritize the efforts of the internal operational service team, Managing Directors, aligned CSMs and back-office processing groups. This role supports clients in a team service model so the Team-Based CSM provides both Plan-Level (CSM) and Participant-Level (CSA) expertise and support to Tax Exempt plan administrators. There is no aligned book of business for this role.</p><p>The CSM may be primarily phone-based, primarily email/XTRACs-based, or a hybrid depending on business needs and skillset of the associate. Our hours of operation are 8:00AM - 7:00PM ET.</p><p><strong>Primary Responsibilities</strong></p><ul><li>Respond to client phone calls and emails related to participant-level issues</li><li>For Team-Based CSM clients, submit projects for plan-level changes/enhancements (AE, AIP, EDT, OLE, eCertify Hardships, etc.)</li><li>Provide PSW/SCP training and support to clients</li><li>Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client requests and escalations are responded to timely</li><li>Respond timely to internal requests (COMM items)</li><li>Point of escalation for operational issues and service recovery efforts</li><li>Obtain formal direction from client from proper authorized requestor as required</li><li>Provides education/training on service changes</li><li>Review changes to ensure they were made according to request</li><li>Consult with clients regarding legal ramification of not complying with NDT results</li><li>Assist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)</li><li>Serves as operational consultant during client on boarding for new Implementations and corporate actions</li><li>Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes<br> </li></ul><p><strong>Education and Experience</strong></p><ul><li>Bachelor's degree preferred</li><li>5-10 years of relevant experience, preferably with 5 being in defined contribution</li><li>Experience establishing and maintaining relationships with key client operational decision makers</li><li>Experience facilitating client interactions (phone, face to face)<br> </li></ul><p><strong>Skills and Knowledge</strong></p><ul><li>Demonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needs</li><li>Maintain control of situations through appropriate positioning and escalation</li><li>Relationship professionals</li><li>Impacts organization through mentoring and coaching of others</li><li>Critical thinking</li><li>Have mastered influencing skills and active listening</li><li>Top notch client skills</li><li>Has extremely strong consultative skills</li><li>Takes control of situations, brings teams together and facilitates problem solving</li><li>Feels fully accountable and drives ownership</li><li>Strong regulatory knowledge of 403 (b) plans, NQ plans, products and application</li><li>Ability to be a leader in a team environment, demonstrates the ability to get things done; demonstrates confidence in building a case with a successful outcome; and proven ability and success in identifying issues, identify solutions and determine and act upon best solution</li><li>Demonstrated ability to negotiate with clients and all business partners</li><li>Technical and operations knowledge</li><li>Ability to project manage, set priorities, meet goals and deadlines</li><li>Use of judgment and ability to influence and execute strategies with clients</li><li>Customer service oriented, including the ability to represent firm in post-sale meetings and ongoing relationship</li><li>Microsoft Office applications are a plus</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Client Service Manager

Relationship Manager - Toledo, OH

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>The Regional Vice President (RVP) role is a critical leadership position within Fidelity Institutional Wealth Management Services (FIWMS). The RVP will lead and support a team of Relationship Managers who are jointly focused on the following: business development and transformation, client retention and satisfaction, and risk management. Applying the 'CEO Mindset' will enable the RVP to understand the strategic imperatives of his/her clients and to support Relationship Managers’ efforts to add meaningful value in ways that matter most to clients. Leveraging Fidelity’s broad set of solutions and resources, the Relationship Management team consults and delivers critical support on activities such as client and advisor acquisition and retention, growth strategies, and digital optimization for efficiency and enhanced user experience. </p><p>One of Fidelity's most valuable assets is its people, so a key aspect of the role is ensuring that the team is fully leveraging various business partner specialists to support clients’ needs (Investments, Platforms, Capital Markets, etc.). The RVP will also lead strategic, segment-wide initiatives that drive value to the broader organization and client base and will spend time thinking critically about key topics including industry trends, products, platforms, client opportunities, and sharing best practices with peers and clients. A final critical element of this role is people management; an RVP must be able to strike a balance between being engaged and supportive while also providing the appropriate level of latitude for Relationship Managers to establish themselves as the primary strategic contact for the client.</p><p>This position will report directly to the head of the Specialty Segment within the IWMS CRG RIA Custody business.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree</li><li>Series 7, 63, and 24 required (may be attained after hire)</li><li>10-15 years successful sales or relationship management experience in the financial services industry; strong knowledge of the Brokerage, Bank/Trust and RIA markets</li><li>Prior leadership experience that will enable practical execution of strategic initiatives</li><li>Ability to lead team of Relationship Managers to optimize team performance and development</li><li>Ability to engage with C-Suite executives, particularly the CEO, to ensure strategic alignment and deliver solutions that will drive maximum relationship value</li><li>Experience negotiating complex business development, financial, operational, legal/compliance, and technology matters</li><li>Ability to drive business development opportunities and incremental revenue</li><li>CEO Mindset</li><li>Proven ability to successfully build and manage relationships with demanding and complex clients and essential internal business partners</li><li>Management and leadership skills necessary for leading a high-performing team</li><li>Track record of success with client and prospect interactions</li><li>Ability to execute upon specific business goals such as asset flows, client retention and satisfaction, etc.</li><li>Financial, business, and data analysis acumen</li><li>Exceptional communication skills and a consultative approach</li><li>Strong project management and organizational skills</li><li>Consultative background to drive client business transformation</li><li>Ability to provide various options while formulating a specific recommendation</li><li>Understanding of how to appropriately delegate work and prioritize time</li><li>Ability to differentiate Fidelity from key competitors by monitoring global industries, markets, opportunities, and trends</li><li>Be a catalyst for business transformation (firm value proposition, technology stack, and associated digital experience)</li><li>Help firms harness the value of Fidelity</li><li>Share best practices with RMs, peers, and clients</li><li>Lead strategic, segment-wide initiatives</li><li>Ensure that business plans are developed and implemented</li><li>Analyze data to inform and prioritize decisions and to create a point of view that can be shared with clients</li><li>Initiate strategic business discussions with your team and regional clients; Regional Manager and/or team to provide proactive consultation and practice management solutions to clients to uncover opportunities to gather additional assets</li><li>Monitor trends impacting business development and client satisfaction within your region, including competitive, industry, and marketplace data. Develop a response plan to maintain or improve business development and client satisfaction</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul><p><strong>The Team</strong></p><p>The Institutional Custody Team oversees Fidelity’s relationship with Banks, Trust Companies, Retirement Recordkeepers, and RIAs. These clients leverage the Fidelity platform in omnibus and/or fully disclosed custody models and understanding the differences between these models will help you offer clients access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all of which are designed to help our clients thrive. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

RVP, Relationship Management

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p>The base salary range for this position is $115,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Wealth Planner - Marin, CA

<h3>Job Description:</h3><p><strong><strong>The Role</strong></strong></p><p>As a Client Service Management Team Lead in Stock Plan Services (SPS), you will lead, coach, and champion a team of Client Service Managers (CSM) responsible for delivering operational integrity, service, and support for plan sponsors’ administration of equity compensation plans. </p><p>Our mission is to deliver market leading knowledge and innovation with an objective to make it easy for our clients to do business with us and reach their desired outcomes. Success is measured through client satisfaction, client retention, team development, and improving operational execution and scale. This role will:</p><ul><li><p>Own overall accountability for the day-to-day servicing of a book of stock plan clients through leading and developing a team of Client Service Managers</p></li><li><p>Cultivate a climate that values and rewards positive contributions, curiosity, inclusion, diversity, initiative, and achievement of results</p></li><li><p>Anticipate and resolve roadblocks, challenges, and dependences within and across functional teams</p></li><li><p>Find opportunities for improvement and champion system enhancements and process improvements</p></li><li><p>Handle client concerns and represent the voice of the client to ensure our organization is prioritizing and delivery on outstanding service and customer obsession </p></li><li><p>Work closely with internal business partners and external client contacts at various organizational levels</p></li><li><p>Coach and empower team members, providing feedback and positive recognition </p></li><li><p>Create vision, influence, and execute strategic initiatives to deliver client and participant satisfaction, scalability, and efficiency</p></li></ul><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li><p>5+ years of Client Service experience; preferably within Equity Compensation / Employer Benefits / Brokerage Industry</p></li><li><p>Proven experience leading a service organization with superior results</p></li><li><p>Ability to coach and inspire a team to grow and develop</p></li><li><p>Outstanding relationship builder, problem solver and communicator</p></li><li><p>A curiosity for innovation and process improvement with proven ability to advocate, influence and mobilize </p></li><li><p>A passion for working collaboratively with peers and business partners to build a culture of inclusion and success</p></li><li><p>Listens to feedback and collaborates on solutions that deliver the best outcome for our clients and the overall organization</p></li><li><p>College degree preferred or equivalent work-related experience</p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em></p><p><strong><strong>The Team</strong></strong></p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPS Client Service Management, delivers outstanding service to help drive SPS client growth &amp; retention in a fast paced, growing organization. We are a team of creative problem solvers, productive relationship-builders and have a bias towards action. Our commitment is to remain grounded in the client experience and apply a customer obsessed approach to everything we do. </p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Client Service Management Team Lead, Stock Plan Services

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 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>Sales

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