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Company Profile80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. At JCB, we stand behind our products – and our name. Position PurposeThis position is responsible for increasing call activity and relationship building in line with equipment decision-making for designated National Account customers. This position is also responsible for helping achieve sales target in assigned APR based on the Five-Year Plan. This position is responsible for covering the assigned territory - Territory consists of&nbsp;Georgia, Florida and Tennessee.&nbsp;Position Type: Exempt Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Generate retail sales from national rental branches in assigned area of primary responsibility</li><li>Conduct training and demonstrations as required</li><li>“Cold call” canvas new/potential rental house customers as appropriate</li><li>Guide/direct with Regional Sales Manager’s call strategy on ARA rental houses through JCB dealers</li><li>Provide JCB North America headquarters with competitive intelligence from assigned area of primary responsibility</li><li>Forecast, track and report rental activities to management</li><li>Continually identify area of opportunity and develop strategies to improve revenue and overall profitability</li><li>Understand the key performance indicators that leverage our rental customer’s business</li><li>Field based with travel as required in support of team projects, KPI’s and/or development of assigned accounts</li><li>Maintain and up-to-date understanding of JCB products to facilitate sales efforts that affect target markets</li></ul>Minimum Qualifications <ul><li>Bachelor’s degree in business or related field</li><li>Five plus years of relevant sales experience in the industry</li><li>Demonstrated success with meeting sales targets and goals</li><li>Must pass any drug screens, background checks and any pre-employments tests as applicable.</li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Proficient in Microsoft Office software </li><li>Comfortable in an in-person office environment</li><li>Technical competence is a plus</li><li>Must be customer service oriented, flexible, and have a high energy level</li><li>Must have excellent follow-through skills </li><li>Must have a professional, polished, and sophisticated demeanor and be comfortable in most social settings</li><li>Must be open to domestic and international travel</li><li>Desire and proven ability to learn and grow </li></ul>Job Conditions<ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to:<ul><li>Sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. </li><li>The employee is occasionally required to stand and walk. </li><li>The employee must frequently lift and/or move up to 10 pounds. </li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;JobFamilySalesPayTypeSalary

Regional Sales Manager - South East 

Janitorial Associate • Part &amp; Full-Time Opportunities • Dierbergs Markets Janitorial Associates keep our stores clean and running at the highest level. They are independent and have a strong attention to detail which helps with their responsibilities: <ul><li> Perform a wide range of cleaning and general store maintenance functions in order to keep the store clean and presentable for customers </li><li> Respond quickly to intercom requests for maintenance help and cleanups </li><li> Ensure that both indoor and outdoor areas are presentable at all times </li><li> Safely and efficiently operate general cleaning equipment such as a scrubber, buffer and trash compactor (must be at least 18 years of age to operate trash compactor) </li><li> Monitor and clean aisles, offices, and restrooms using company approved cleaning supplies </li><li> Performs minor repairs using hand tools and routine replacements, such as changing light bulbs </li><li> Work safely to prevent on-the-job injuries by following OSHA regulations </li><li> Complete wet and dry cleanups </li><li> Select proper cleaning solutions for various surfaces </li><li> Hang banners and promotional items that require use of ladder </li><li> Maneuver and tip trash cart </li></ul> Essentials <ul><li> At least 16 years of age </li><li> Strong attention to detail and ability to safely use cleaning chemicals, requiring an understanding of chemical names and product labels </li><li> The ability to install banners and promotional items requiring the use of a ladder </li><li> Read basic information (ex: chemical names and product labels </li><li> Ability to work independently </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></ul> Physical Requirements <ul><li> Lifting &amp; Carrying - Up to 50 lbs. occasionally </li><li> Pushing &amp; Pulling - Up to 50 lbs. of force occasionally </li><li> Occasional - Sit, handling, crawling, climbing, overhead reach, &amp; power grip </li><li> Frequent - Stand, walk, head turn, kneel, stoop, squat, forward reach, side 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) 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.

Dierbergs Markets Inc

Janitorial Associate

Our dynamic sales team is growing and here's why you should join us! <a href="https://simian.me/9draf" target="_blank">Click Here for Job Preview</a> &nbsp;We Deliver the Goods:&nbsp;&nbsp;Competitive pay and benefits, including Day 1 Health &amp; Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more&nbsp;&nbsp;Growth opportunities performing essential work to support America’s food distribution system&nbsp;&nbsp;Safe and inclusive working environment, including culture of rewards, recognition, and respect&nbsp; The Sales &amp; Marketing Representative will perform the following duties in Davenport, IA and the surrounding market area: &nbsp;<ul><li>Market Performance Foodservice’s high quality products and superior foodservice delivery to a wide range of customers including restaurants, cafeterias and related businesses within a geographical sales territory.</li><li>Regularly visit customers and prospective customer locations.</li><li>Grow market share by opening new accounts</li><li>Develop business by being a champion of company branded products.</li><li>Develop and execute business plans.</li><li>Ensure that independent and regional account business is developed and budgeted sales and profit objectives are achieved.</li><li>Manage pricing, collect money&nbsp;and monitor credit term compliance.</li><li>Effectively manage time and resources to attain results.</li></ul>&nbsp;&nbsp;Compensation :We offer a salary between $65-75K, based upon experience, during training. Post training, reps will earn commissions + subsidy until they scale their territory to 100% commission. Top performers can earn well over $100,000 annually!Required Qualifications :High School Diploma/GED or Equivalent&nbsp; 6-12 months sales/marketing and/or restaurant experience&nbsp; Valid Drivers LicensePreferred Qualifications :Bachelors Degree Business Management, Sales/Marketing, or related area&nbsp; 1-2 years foodservice sales/marketing and/or restaurant experience Bilingual (English/Spanish)EEO Statement :Performance Food Group and/or its subsidiaries (individually or collectively, the "Company") provides equal employment opportunity (EEO) to all applicants and employees, regardless of race, color, national origin, sex, marital status, pregnancy, sexual orientation, gender identity, religion, age, disability, genetic information, veteran status, and any other characteristic protected by applicable local, state and federal laws and regulations. Please click on the following links to review: (1) our <a href="http://pfgc.com/Policy" target="_blank">EEO Policy</a>; (2) the "EEO is the Law" <a href="http://pfgc.com/Poster" target="_blank">poster</a> and <a href="http://pfgc.com/Supplement" target="_blank">supplement</a>; and (3) the <a href="http://pfgc.com/PayTransparency" target="_blank">Pay Transparency Policy Statement</a>.

Performance Food Group

Foodservice Sales Representative

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $105,000 - $145,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Branch Leader - Millburn, NJ

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must belocated within a 90 mile radius at the time of application from the approved branch sites listed below:Houston Memorial, Friendswood, Highland Village, Houston (Fannin), KatyChampion ForestYou work hard every day to help Fidelity’s customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams. As a Director, Retirement Planner, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future. The Expertise We’re Looking For <ul><li>Bachelor’s degree preferred or equivalent work experience </li><li>5 years minimum investment sales/financial planning experience </li><li>Series 7,63 (required) 65/66 within 90 days of hire <ul><li>In pursuit of Certified Financial Planner (CFP) Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it. </li><li>Proven track record in generating sales and managing relationships with high-net-worth clients </li></ul></li></ul>The Purpose of Your Role As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning &amp; Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal &amp; Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships. The Skills You Bring <ul><li>Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning. </li><li>Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants. </li><li>Your exceptional presentation skills in virtual, one-on-one and group settings. </li><li>Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars </li></ul>The Value You Deliver <ul><li>You’ll be responsible for exceeding assigned targets and driving both Personal &amp; Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants. </li><li>You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets. </li><li>Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies. </li></ul>How Your Work Impacts the Organization You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal &amp; Workplace Investment flows. <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Retirement Planner - Houston, TX (Remote)

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Bridgewater, NJ

<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, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Shrewsbury, MA

<h3>Job Description:</h3><h3>The Role</h3>Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.The TeamThe Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.The Expertise and Skills You Bring<ul><li>1-3 years of project coordination and delivery experience</li><li>Client-facing experience</li><li>Equity compensation knowledge preferred</li><li>Experience with Mainframe and Systems Development Life Cycle</li><li>BS/BA Degree, Business Management or Computer Science preferred</li><li>Proven project management and process skills within data-centric projects</li><li>Confident presence in front of clients and key business partners</li><li>Strong data analysis capabilities</li><li>Proficiency in Microsoft Excel and related tools</li><li>Critical thinker with sound decision-making skills</li><li>Excellent relationship-building and communication skills</li><li>Advanced problem-solving skills with the ability to assimilate information quickly</li><li>Demonstrates adaptability in dynamic environments</li><li>Ability to work independently</li></ul>The Value You Deliver<ul><li>Manage the end-to-end data conversion process from requirements gathering to successful production load</li><li>Build strong partnerships with business partners, clients, and third-party vendors</li><li>Effectively balance multiple assignments and priorities</li><li>Communicate project status and technology issues to sponsors, stakeholders, and senior management</li><li>Collaborate with Workplace Investing management teams and business partners to share approaches, develop solutions, and improve capabilities</li></ul>Note: Fidelity is not providing immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost 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.

Data Conversion Manager - Equity Compensation

<h3>Job Description:</h3>This job requires you to live in Kansas City, MO, as you will be working with local clients onsite some days. The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.com<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Workplace Financial Consultant - Kansas City, MO

<h3>Job Description:</h3>Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking.You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product &amp; Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business.The Expertise We’re Looking For<ul><li>Health &amp; Welfare outsourcing services expertise required.</li><li>Bachelor’s Degree, minimum; master’s degree or MBA preferred.</li><li>Experience engaging with senior internal and external clients and partners</li><li>Experience delivering strong results while working in cross-organizational, highly matrixed environments.</li><li>Minimum of 10 years of experience in the healthcare product/industry experience.</li><li>A minimum of 7 years managing a team.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 63, and 24 required (can be obtained in the role)</li></ul>The Purpose of Your RoleGuide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work.The Skills You Bring<ul><li>Extensive management and health plan administration experience.</li><li>Strong knowledge of Fidelity’s products and services, management processes and overall Fidelity network a plus.</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives.</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments.</li><li>Outstanding oral and written presentation skills.</li><li>Strong communication and facilitation skills.</li><li>Outstanding meeting management skills.</li><li>Project management.</li><li>Strong organizational skills.</li><li>Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning.</li></ul>The Value You Deliver<ul><li>Managing day to day activities for associates – including deal assignments and balancing requests to support WI Healthcare sales goals.</li><li>Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible.</li><li>Assisting team in managing RFP responses and overall deal quality through entire sales cycle</li><li>Managing group initiatives to support key business goals.</li><li>Providing input to the sales strategy.</li></ul>How Your Work Impacts the OrganizationThe Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales SupportMost 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.

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