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<h3>Job Description:</h3><p>The Proposal Consultant will develop and produce effective sales materials, primarily Requests for Proposals, in support of Fidelity Workplace Investing’s overall business goals. Each document is customized and includes a set of unique requirements specifically designed to provide Fidelity’s external customers, including: employers, plan sponsors, and third-party consultants/advisors with a clear understanding and detailed description of the value proposition Fidelity brings to its clients and how our product and service delivery model works.<br> </p><p><strong>The Team</strong></p><p>The Proposal Consultant is responsible for the management, completion, and production of proposal requests for some of our most visible and complex opportunities from internal business partners, including Account Executives, Solution Architects, Product and Services Consultants, Managing Directors, and Senior Management. The Proposal Consultant excels in developing strong relationships with internal clients, facilitating effective communication, and successfully managing projects in an extremely fast paced environment with little supervision. The Proposal Consultant is also in charge of training and mentoring new associates and serving as a team leader or coach for others on the team. He/she also takes the lead on initiatives that drive efficiencies and improve processes across the team and broader organization.</p><p><strong> The Expertise You Have </strong></p><ul><li>Bachelor’s Degree required; degree in Marketing, English, or Journalism preferred</li><li>Three plus years financial industry experience and/or three to five years proposal management experience</li></ul><p><strong>The Skills You Bring </strong></p><ul><li>You can demonstrate strong written and verbal communication skills</li><li>Outstanding organizational and time management skills</li><li>Excellent project management skills and you display the ability to effectively manage all moving parts and complete all deliverables within tight timeframes</li><li>You must have strong interpersonal skills and ability to communicate effectively with business partners and team members at all levels of the organization</li><li>Strong collaboration and networking skills; you have the ability to appropriately manage expectations with individuals at a higher level in the organization</li><li>You are a strong individual contributor within a team environment and ability to work with minimal supervision</li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Working with the Account Executive, Solutions Architect, and Product &amp; Service Consultant to develop strategy plan appropriate for project requirements</li><li>Assuming overall responsibility for proposal activities such as: planning, organizing timeline and project deliverables</li><li>Researching appropriate project responses through supplied databases as well as other identified sources</li><li>Displaying strong product and technical knowledge within the supported market and applicable Fidelity services</li><li>Concurrently managing multiple projects to meet deadlines while achieving desired output</li><li>Ability to manage documents to eliminate redundancies, ensure responses align with questions, and leverage key learnings from previous efforts and apply to future projects</li></ul><h3>Certifications:</h3><h3>Category:</h3>Sales Support<p>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.</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

Proposal Consultant

<h3>Job Description:</h3><p>The Role</p><p>The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's Degree</p></li><li><p>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</p></li><li><p>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</p></li><li><p>Analytical, organized, and have strong multi-tasking skills</p></li><li><p>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</p></li><li><p>Identify and lead quality improvement initiatives and other special projects for the team</p></li><li><p>Strong knowledge of defined contribution, financial services, and/or benefits industries</p></li><li><p>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</p></li><li><p>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</p></li><li><p>Monitoring and reporting on project status</p></li><li><p>Consulting with clients to understand their needs</p></li><li><p>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</p></li><li><p>Coaching and mentoring others to draw out their skills and expertise</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>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.</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>

401 Implementation Project Manager

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>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.</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>

Workplace Planning Associate - Westlake, TX

<h3>Job Description:</h3><p>As a Senior Reimbursement Account Manager supporting Fidelity’s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account plan administration. Under minimal direction, you will provide administrative services and be the primary communication point for clients regarding their reimbursement account services and will also assist with HSA questions and issues. Your work will ensure services are provided at the highest levels of quality and that your assigned clients are highly satisfied. You will also help the Sales and Relationship Management Teams expand Fidelity’s healthcare businesses and help the Product Team develop industry leading solutions. </p><p><strong>The Team</strong></p><p>You will be part of the RA Service Team, working closely with both product and the client service teams to provide your assigned clients with the highest quality service possible. </p><p> <strong>The Expertise You Have</strong></p><ul><li>7-10 years experience with administration of a broad range of reimbursement accounts required.</li><li>5-7 years experience servicing large corporate clients required.</li><li>Bachelor’s Degree or equivalent experience required.</li><li>Significant experience with a broad range of healthcare and wellness benefits desirable.</li><li>Experience assisting with development of RFP responses preferred.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Strong understanding of reimbursement account administration needs, process and regulatory knowledge.</li><li>Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.</li><li>Proficient leadership skills (i.e. consistently demonstrates the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).</li><li>Strong and effective interpersonal and communication skills.</li><li>Demonstrated ability to balance customer service with sound business judgment.</li><li>Effective organizational, time management, facilitation and prioritization skills.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Your proactive execution of administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.</li><li>By developing and managing the relationship with the client you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.</li><li>When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.</li><li>Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.</li><li>Your collaboration with the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).</li><li>During the RFP process, your support of the sales and relationship management teams will help grow Fidelity’s healthcare businesses.</li><li>By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>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.</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>

Sr. Reimbursement Account Manager

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.</p><ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree preferred.</li><li>This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>This position requires some travel.</li><li>The ability to understand and work with payroll software programs.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>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.</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>

Defined Contribution Conversion Lead

<strong>Job Requirements </strong><p>This specific restaurant is independently owned and operated by a Whataburger franchise.&nbsp;Please click on the apply button below to be redirected to this franchisee’s website. Once there, you will be able to learn more about this position information and their application process.</p>

6 Sales Jobs in Fort Worth, TX, USA