field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>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 $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant- Torrance, CA

<h3>Job Description:</h3>Vice President, Planning &amp; Engagement The RoleThe Vice President of Planning &amp; Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning &amp; Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.The VP of Planning &amp; Engagement drives planning &amp; advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.The Expertise and Skills You Bring <ul><li>Highly effective networker and relationship builder</li><li>Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions</li><li>Tenacious problem solver and strong project manager</li><li>Ability to analyze sophisticated data and present findings in a clear and compelling way</li><li>Bachelor's degree, MBA preferred</li><li>10+ years in Financial Services, with solid understanding of the retirement industry</li><li>Experience building productive client relationships in a client management or sales role</li><li>FINRA Series 7 &amp; 63 required</li></ul>The TeamThe team is focused on developing a strong understanding of our clients’ priorities regarding the planning needs of their participants. We bring to life how Fidelity’s planning and advice capabilities can help their participants meet their financial goals. We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning &amp; Advice, Planning &amp; Advice, Stock Plan Services, Executive Services and our Retail offering.Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning &amp; advice offerings.Success in the role is based on driving increased usage of Fidelity’s Financial Wellness and planning &amp; advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity’s Managing Directors.The base salary range for this position is $118,000-226,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Client Service

Vice President, Planning & Engagement

<h3>Job Description:</h3>Fidelity’s Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans!Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.The Expertise and Skills You Bring<ul><li>A college degree is preferred but not required</li><li>An active Health Insurance License is preferred but not required</li><li>The ideal candidate will have Medicare sales experience, either as a broker or carrier representative</li><li>If you’re not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to acquire appointments with our carriers during your first month of employment</li><li>Strong interpersonal skills and a passion for helping people seek sophisticated problems</li><li>Interest in sales and a real desire to help people find solutions that are right for them</li><li>Quick learner with an openness to training and feedback</li><li>Bold and enjoy collaborating with people from different subject areas</li><li>Clear communicator with strong presentation skills</li></ul>The Value You Deliver<ul><li>Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs</li><li>Answering questions from clients and confirming their eligibility for Medicare</li><li>Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans</li><li>Delivering compliant sales presentations that abide with CMS and other applicable regulations</li><li>Enrolling clients in products that are appropriate for their personal situation</li><li>Providing feedback on our new Medicare training curriculum to improve future materials for future hires</li><li>Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!</li></ul>The base salary range for this position is $58,000-$132,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Sales

Medicare Advisor

<h3>Job Description:</h3>Onboarding and Implementation Manager Note: Fidelity is not providing immigration sponsorship for this positionThe Role Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they’ve signed on. Your job is to bring their onboarding journey to life—making it simple, engaging, and impactful. You’ll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: <ul><li>End-to-end implementation – Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for import into the FPS platform. </li></ul><ul><li>Simplify Complexity – Explain technical concepts clearly to users with varying levels of experience </li></ul><ul><li>Improve Customer Satisfaction – Contribute to an exceptional experience by resolving onboarding challenges and helping users hit the ground running. </li></ul><ul><li>Handle Escalations – Confidently manage and de-escalate onboarding issues when needed, always aiming for a positive outcome. </li></ul><ul><li>Meet Key Metrics – Achieve KPIs focused on time to onboard, CSAT, efficiency, and customer activation milestones. </li></ul><ul><li>Collaborate across teams – Identify ways to optimize the onboarding process, remove friction points and shorten the time that our clients spend in onboarding. </li></ul>The Expertise and Skills You Bring <ul><li>3-5 years of experience owning end-to-end implementations for a B2B SaaS product. </li></ul><ul><li>Familiarity with the subject matter or the functionality of equity management platforms is preferred. </li></ul><ul><li>Strong Excel skills are essential. </li></ul><ul><li>Excellent verbal and written communication skills and comfort with client communication is essential. </li></ul><ul><li>Builder mindset. Ability to think critically about existing processes and propose opportunities for improvement. </li></ul>The Team Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers. The base salary range for this position is $79,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Onboarding and Implementation Manager

<h3>Job Description:</h3>The Role Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:<ul><li>Sales Execution &amp; Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.</li><li>Client Growth &amp; Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment</li><li>Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation</li><li>Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.</li><li>Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.</li><li>Centers of Influence &amp; Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</li><li>Series 7 &amp; 63 licenses required (pass within 90 days)</li><li>10+ years of financial services experience </li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The Team We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!The base salary range for this position is $100,000 - $155,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Model Portfolios

<h3>Job Description:</h3>Job DescriptionThe Purpose of Your RoleThe Regional Vice President, Advanced Planning (RVP Advanced Planning) is a member of the leadership team within Fidelity’s Advanced Planning and Leadership Development (APLD) organization and will report to the Head of APLD. The RVP Advanced Planning will help shape the future growth of APLD and provide key insights into strategy development, client engagement and experiences, and efforts to scale the delivery of advanced planning services and solutions to Fidelity Wealth Clients. The RVP Advanced Planning’s primary responsibilities will include:<ul><li>Delivery of Advanced Planning services throughout an assigned region(s), including the advocacy, wholesaling, education and training of complex planning topics and their integration within Fidelity’s planning ecosystem, including planning tools and solutions;</li><li>Demonstrate an ability to become a critically important member of the Wealth Regional Leadership Team (ie: 7 regions and PWM)</li><li>Forge strategic relationships with key leaders and stakeholders in the Investment Advisor Group to align strategy, support plan implementation and drive shared accountability for planning outcomes.</li><li>Lead, coach, and inspire a team of Advanced Planners</li><li>Collaborate with the APLD leadership team to oversee and supervise the delivery of non-discretionary financial planning advice and recommendations to clients. </li></ul>Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers #ADVANCED PLANNINGThe Expertise and Skills You Bring<ul><li>10+ years in the financial services industry, with success leading client facing teams responsible for delivering and implementing financial planning solutions for High Net Worth and Ultra High-Net-Worth clients</li><li>Proven ability to influence, coach and lead others</li><li>Attract, hire, motivate and lead are critical skills and responsibilities. Assessment of associate skills, placement of resources, compensation decisions, development plan creation are all part of the day-to-day responsibilities.</li><li>Any of the following designations preferred: CFP®, CPA, JD, M.T., LLM in taxation, or CFA</li><li>Demonstrated proficiency with complex financial planning concepts, including retirement and income planning, tax planning, and trust and estate planning</li><li>Strong command of Fidelity’s wealth and brokerage offerings, products, and solutions</li><li>Commitment to Fidelity’s Leadership Principles</li><li>FINRA Series 7,66, 9 and 10 (obtained within 90-days of employment)</li></ul>The TeamThe Advanced Planning and Leadership Development team collaborates with Fidelity’s advisors provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics. 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.comThe base salary range for this position is $150,000 - $165,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Regional Vice President, Advanced Planning- Mid Atlantic

<h3>Job Description:</h3>*Remote position located in IL, KY, OH, MO, MN, TX*As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise and Skills You Bring<ul><li>College degree preferred or equivalent work-related experience. </li><li>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </li><li>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </li><li>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </li><li>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. </li><li>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </li><li>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </li><li>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. </li><li>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </li><li>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. </li><li>Shown problem-solving skills. </li><li>Effective presentation skills, influence, and negotiation skills. </li><li>High emotional intelligence and interest in other human beings </li><li>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </li><li>Self-awareness and shown history of self-improvement </li><li>Analytical and critical thinking skills </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </li><li>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </li><li>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </li><li>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. </li><li>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client </li><li>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. </li><li>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Managing Director - Stock Plan Services

<h3>Job Description:</h3>Client Service ManagerNote: Fidelity is not providing immigration sponsorship for this positionThe RoleFidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. In this role, you will deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform—through inbound support tickets, our self-help library, and other educational materials. Primary responsibilities include:<ul><li>Engage with customers to resolve issues that come through as support tickets to our team</li><li>Partner with Customer Success, Sales, Product and Engineering to diagnose and solve problems</li><li>Craft well written, tailored communications to help customers resolve their issues</li><li>Serve as a trusted advisor with an open, caring and approachable style of working</li><li>Manage multiple competing priorities to achieve results for every customer</li><li>Collaborate with cross-functional teams to identify and implement product and process improvements that enhance the client experience.</li><li>Meet Key Metrics – Achieve KPIs focused on time to respond, number of touches, CSAT, etc.</li></ul>The Expertise and Skills You Bring<ul><li>Candidates should have 3-5 years of experience supporting customers in a B2B SaaS company. No legal or technical experience is required, although familiarity with the subject matter or equity management platforms is preferred.</li><li>Excellent verbal and written communication skills and comfort with client communication is essential</li><li>Passionate about creative problem solving for customers and end users</li><li>Self-motivated, eager to learn and thrive in a collaborative environment</li><li>Customer obsessed and passionate about providing the best support to customers who are scaling their businesses </li><li>Familiarity with Zendesk, Hubspot Service Hub or a similar ticket tracking product.</li></ul>The TeamFidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers.The base salary range for this position is $66,000-125,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Client Service Manager

Stock Associate • Part-Time • Dierbergs Markets A Stock Associate works as part of a team to stock and arrange merchandise while utilizing their eye for organization. They are friendly, enjoy helping people, and are able to multitask with their responsibilities: <ul><li> Assist with stocking, product display and rotation, inventory and quality control </li><li> Interact with customers and share your knowledge of the store's vast selection of items </li><li> Operate and maintain department equipment such as safety cutter, baler, high lift and electric/hand jacks (must be 18 years old to operate some equipment) </li><li> Count and sort incoming products to verify receipt of items on requisition or invoices </li><li> Examine stock for damaged product and place in designated areas </li><li> Break down loads and move cases of product to aisles using two or six-wheeler </li><li> Match order codes, UPC codes or product descriptions to shelf tags before stocking shelves </li><li> Ensure that the store is well-stocked and looks showroom-ready- it's Dierbergs, and our customers expect the best </li><li> Reconcile invoices and requisitions with product deliveries </li><li> Set up and take down displays and/or shelves according to company standards </li><li> Perform cashier or courtesy clerk duties when requested </li><li> Stock an average of 60 cases per hour </li></ul> Essentials <ul><li> At least 16 years of age </li><li> Basic math skills and computer skills (including addition, subtraction, multiplication, and division) </li><li> Ability to follow safety guidelines and keep your work area safe and clean using company-approved equipment </li><li> Flexibility to work a varied schedule that includes weekends and holidays </li><li> Prompt and regular attendance based on your schedule </li><li> Adherence to our dress code, appearance, and personal hygiene standards </li><li> Associates in food handling departments are required to receive a Hepatitis A vaccination (MO only) </li><li> You may be cross-trained in other departments </li></ul> Physical Requirements <ul><li> Lifting &amp; Carrying - Up to 50 lbs occasionally &amp; up to 20 lbs frequently </li><li> Pushing &amp; Pulling - Up to 90 lbs of force occasionally </li><li> Occasional - Sit &amp; climb </li><li> Frequent - Stand, walk, head turn, trunk bend, kneel, stoop, squat, handling, side reach, overhead reach, &amp; power grip </li><li> Constant - Handling, forward reach, grasp, pinch, finger manipulation, &amp; feel </li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k), pension plan, and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric, Be a Contributor, Be a Cultivator, and in all you do,Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform. Starting rate of pay: $15.10

Dierbergs Markets Inc

Early Morning Stock Associate

Grocery Cart Attendant • Part Time • Dierbergs Markets Grocery Cart Attendants are helpful and on-the-go, assisting cashiers with loading carts, and helping the store run smoothly. They are important in making a first (and lasting) customer experience with a variety of responsibilities: <ul><li>Retrieve carts from the parking lot using a cart strap and safety vest</li><li>Offer to carry out and load purchases into customers' vehicles</li><li>Pick up and dispose of debris from the carts, floor and parking lot</li><li>Distribute hand baskets around the store</li><li>Put misplaced or returned items in their proper locations</li><li>Assist in maintaining aisle conditions</li><li>Help to keep check lanes organized and stocked with essentials, such as paper and plastic bags</li><li>Sweep and mop floors when maintenance is not available</li><li>Assist Cashiers with change requests, cash "turn ins" to the Guest Services, and obtaining additional items</li><li>Obtain and load the carpet cleaning rental machine into customer's car</li><li>Maintain quality of customer's items by loading purchases into carts and ensuring use of proper bagging techniques</li><li>Stock advertisements</li></ul> What you need to succeed <ul><li>At least 16 years of age</li><li>Physical stamina to lift up to 30 pounds, retrieve carts from outside and load groceries in to customers carts</li><li>Ability to work outside in varying weather conditions</li><li>Flexibility to work a varied schedule that includes weekends and holidays</li><li>Prompt and regular attendance based on your schedule</li><li>Adherence to our dress code, appearance and personal hygiene standards</li><li>Must be able to tolerate environmental changes and exposure to hot and cold temperatures caused by frequent trips to the parking lot to service customers and retrieve carts under varying weather conditions</li></ul> Physical Requirements <ul><li>Pushing &amp; Pulling- up to 30 lbs. of force frequently</li><li>Lifting - up to 40lbs.</li><li>Work actions include standing, walking, bending, reaching, and squatting</li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k), pension plan, and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

442 Sales Jobs