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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>In the role of Director, Institutional Market Enablement, you will work across the Institutional Sales, Relationship Management, and Consultant Relations teams, as well as a broad set of Asset Management and FI functional groups to implement business strategy and execution plans required to achieve sales and financial targets in alignment with Institutional Client Group (ICG) goals and objectives. This role is a critical strategic enabler to the ongoing growth and success of the ICG business and presents an opportunity to collaborate across various groups within and beyond FI. </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>·Bachelor’s Degree – Required, MBA – Preferred</li><li>Relevant work experience supporting Distribution, Service or Client Management, Project or Program Management, Finance, Data Analysis, and Marketing</li><li>General knowledge of institutional product line and vehicle types is preferred</li><li>Basic understanding of the different business units within a large financial services institution such as Fidelity</li><li>Experience in demonstrating leadership, influence and collaboration in a matrix-managed environment, and across multiple and diverse groups</li><li>Track record of success managing cross functional projects or initiatives</li><li>Strong communication, interpersonal and analytical skills</li><li>Learning mindset; positive approach to experimentation and failure</li><li>Critical thinking and strong initiative</li><li>Dedicated attention to detail and organization</li><li>Strong PowerPoint and Excel skills</li><li>Series 7 and 63 preferred (required within 90 days of hire)</li></ul><p><strong>The Team</strong></p><p>The Institutional Market Enablement team provides a broad range of services to our Institutional distribution associates and managers. This role supports the effective identification and implementation of key organizational initiatives.</p><p>We influence strategic planning and implementation processes in support of business goals. Our team provides valued input into business decisions that impact the strategic direction of the distribution organization, in particular the integration with Sales, Relationship Management and Consultant Relations and consultation with senior distribution partners.</p><p>Much of our time is spent collaborating with business partners to drive requirements for business initiatives, removing obstacles on behalf of the sales and relationship teams. Lastly, our efforts are focused on driving alignment with functional business partners including Investment Product, Strategy, Marketing, Technology, Finance and Learning &amp; Development team members.</p><ul><li><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<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

Director, Institutional Market Enablement

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:</p><ul><li><p>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.</p></li><li><p>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</p></li><li><p>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</p></li><li><p>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.</p></li><li><p>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.</p></li><li><p>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.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</p></li><li><p>Series 7 &amp; 63 licenses required (pass within 90 days)</p></li><li><p>10+ years of financial services experience </p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p><br>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!</p>The base salary range for this position is $100,000 - $155,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director Model Portfolios

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.</p><p>The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space. This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody &amp; clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'</p><p>Core responsibilities of an Associate Relationship Manager include:</p><ul><li><p>Present &amp; appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.</p></li><li><p>Develop actionable account plans that broaden product offering and defend existing assets</p></li><li><p>Work effectively across National Account Team (Including KAMs &amp; Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively</p></li><li><p>Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization</p></li><li><p>Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM</p></li><li><p>Implement Fidelity’s investment products onto client investment platforms seamlessly</p></li><li><p>Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements</p></li><li><p>Facilitate client interactions with Fidelity Asset Management &amp; Investment Specialists</p></li><li><p>Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events</p></li><li><p>Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service</p></li><li><p>Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans</p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Bachelor’s Degree</p></li><li><p>Series 7 and 63</p></li><li><p>Applicable Investment Certifications such as CFA, CIMA, Etc.</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of experience working in the Financial or Investment Management industry</p></li><li><p>Excellent interpersonal and communication skills</p></li><li><p>Strong investment acumen</p></li><li><p>Team Attitude that is both positive and demonstrates a strong work ethic</p></li><li><p>Self-motivated with a dedication to continuous self-improvement</p></li><li><p>Ability to thrive in a fast-paced and collaborative environment</p></li><li><p>Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity &amp; Client priorities</p></li><li><p>Quick learner with ability to adapt to new situations</p></li><li><p>Effective listening, communication, and presentation skills</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 52 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<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>

Director -Associate Relationship Manager, Core Wealth

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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><h3>Certifications:</h3>Insurance License - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Newport Beach, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant -Morristown, NJ

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:</p><ul><li><p>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.</p></li><li><p>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</p></li><li><p>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</p></li><li><p>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.</p></li><li><p>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.</p></li><li><p>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.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><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><p><strong>The Team</strong></p><p><br>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!</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<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>

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

Relationship Manager - Houston, TX (Highland Village)

<strong>Take your career further with McLane!</strong><br><br>McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide.  <br><br>Achieve profitable new business, growing sales in existing assigned accounts, forecasting and responding to customer needs, developing and implementing strategic sales plans aligned with corporate goals, monitoring accounts receivable, building strong customer relations, presenting new McLane programs, aligning McLane resources with the customer's needs, managing customer expectations and perception of McLane, and controlling expenses within budget guidelines.<br><br>This position is based in Deerfield, IL which will require the candidate to report and work from the office on a regular basis. Therefore, interested candidates should be within a 50-minute commute to Deerfield, IL.<br><br><strong>Benefits you can count on: </strong><br><ul><li><strong>Pay rate: $60,000 to $66,000 per year.</strong></li><li><strong>This role is also eligible to participate in the annual incentive plan with a target incentive of 10% of your base annual salary.</strong></li><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a Sales Manager: </strong><br><ul><li><strong>Sales Strategy and Execution</strong><ul><li>Develop and execute strategic plans steeped in customer insights-striving to exceed sales targets and expand our customer base.</li><li>Sell McLane solutions in assigned accounts and grow sales through new and expanded business.</li><li>Understand financial selling-calculating the profitability of customers and products as well as producing accurate and informative presentations.</li><li>Understand and favorably impact the variables impacting fill rate, in stocks, and surety of supply.</li><li>Participate in divisional projects to include action plans on new business onboarding, semi-annual re-routes, aged inventory disposition, recalls, and other projects requiring excellent communication and follow-up.</li></ul></li><li><strong>Communication and Influence</strong><ul><li>Provide regular digital record of all customer engagements-highlighting friction, strategic concerns, opportunities, and actions required.</li><li>Prepare and lead customer business reviews (minimum quarterly) for assigned accounts-routinely presenting new programs, promotions, trade events, SKU management, gap analysis, overstock reduction, McLane technology solutions, and other new programs developed for future sales growth.</li><li>Consistently utilize and promote the Key Account Leadership process (KAL) and adoption of McLane technology investments (e.g.: Salesforce.com, Tableau, etc.).</li><li>Build and maintain relationships with key customer influencers and decision makers.</li><li>Maintain visibility with customers in stores, meetings, and at their office, per assigned call frequency-identifying friction and opportunities to grow sales.</li></ul></li><li><strong>Analysis and Reporting</strong><ul><li>Effectively learn and utilize McLane technology investments to ensure efficiency, accuracy, and consistency when communicating on behalf of McLane.</li><li>Clearly understand all information and reports available to assist in managing assigned accounts and employ those resources in a manner that adds value to the customer and McLane.</li><li>Not afraid to ask questions, with proven ability to learn and apply knowledge towards individual effectiveness.</li><li>Evaluate and understand publicly available insights into key competitors' strengths, weaknesses, financials, technology, new initiatives, limitations, etc.</li><li>Stay current on industry trends, enhanced selling, and leadership training, perpetually growing skills and knowledge of the role and industry.</li></ul></li><li>Other duties as assigned.</li></ul><br><strong>Qualifications you'll bring as a Sales Manager: </strong><br><ul><li>Bachelor's degree in business or related field.</li><li>Understand and compute the profitability of customers and product lines as well as produce accurate and informative business reviews and new customer presentations.</li><li>Possess leadership abilities to include both verbal and written communication skills, a professional attitude and appearance, organization skills, strong self-confidence, multi-task-oriented decision-making skills, and the ability to plan for success.</li><li>Highly proficient in Excel, Microsoft Word, and PowerPoint applications.</li><li>Willing to travel as requested.</li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed</li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.<br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Sales Manager (Deerfield, IL)

<b><strong>Cashier</strong> <strong> • </strong> <strong>Part-Time </strong> <strong>• </strong> <strong>Dierbergs Markets</strong></b><br><br>Cashiers are front and center, greeting customers, ringing up their items, carefully bagging their items, and making sure they have a fantastic experience. They are an outgoing, dependable person that goes above and beyond while they handle a variety of responsibilities: <br><ul><li>Greet customers and engage in friendly conversation </li><li>Scan items quickly and correctly </li><li>Operate the register or monitor self-checkout accepting various forms of payment (ex: gift cards, credits, debits, EBT cards, tax exempts, store charge, and WIC vouchers) </li><li>Use equipment such as computer terminal, scanner, keyboard, code book, intercom system, calculator, printer, telephone, coupon machine, etc. accurately </li><li>Verify customer identification for liquor and tobacco purchases according to state law and Dierbergs policy </li><li>Bag customers' items with care and load items into customer's cart </li><li>Keep equipment in proper working order </li><li>Keep work area sanitary by using company-approved cleaners and equipment </li><li>Work safely to prevent on-the-job injuries </li><li>Observe and report shoplifters </li></ul><br><b><strong>Essentials </strong></b><br><ul><li>Read basic information which contains a number of details and describes procedures involving several steps. </li><li>Basic computer and math skills, including addition, subtraction, multiplication, and division </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>May be cross trained in other departments </li></ul><br><b><strong>Physical Requirements </strong></b><br><ul><li>Lifting &amp; Carrying - Up to 40 lbs. occasionally &amp; up to 10 lbs. frequently </li><li>Pushing &amp; Pulling - Up to 30 lbs. of force occasionally </li><li>Occasional - Sit, kneel, stoop, squat, &amp; overhead reach </li><li>Frequent - Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li>Constant - Stand, handling, &amp; forward reach </li></ul><br><b><strong>What's in it for you?</strong></b><br><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><br><b><strong>Foundational </strong></b><br><br>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!<br><br>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

Cashier

<b><strong>Meat Associates</strong> <strong> • </strong> <strong>Part &amp; Full-Time Opportunities</strong> <strong> • </strong> <strong>Dierbergs Markets</strong></b><br><br>Meat Associates works as part of a team to provide quality products. They are task-driven and thrive in a collaborative environment where they can be customer-focused with a variety of responsibilities:<br><br><ul><li> Stock, food handling, clean and help customers </li><li> Represent our quality products with expertise and enthusiasm </li><li> Learn about meat products and communicate your knowledge to customers </li><li> Promote our products via suggestive selling techniques </li><li> Use and clean equipment such as grinder, cubing machine, patty machine, wrapper, scale, slicers, knives, etc. (must be 18+ to use and clean some equipment) (cannot use band saw) </li><li> Make sure meat cases are well-stocked and look showroom-worthy </li><li> Process customer orders accurately by clarifying and checking for understanding </li><li> Weigh, wrap, and label merchandise </li><li> Examine, stock, and rotate meats according to sell by date </li><li> Break down loads and transfer to carts </li><li> Cut, trim, and weigh meats for production and customer requests </li><li> Work in varied temperature-controlled environments (refrigerator and freezer) </li><li> Keep work area sanitary by using company approved cleaners and equipment </li></ul><br><br><b> <strong>Essentials</strong>   </b><br><br><ul><li> At least 16 years of age </li><li> Ability to follow safety and food-handling guidelines and keep your work area safe and clean </li><li> Read and locate basic information from food specifications books, follow recipes, charts, invoices, and temperature gauges </li><li> Basic computer and math skills (including addition, subtraction, multiplication, division, conversions, and percentages) </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> A Hepatitis A vaccination (MO only) </li><li> May be cross-trained in other departments </li></ul><br><br><b> <strong>Physical Requirements</strong>   </b><br><br><ul><li> Lifting &amp; Carrying - Up to 90 lbs occasionally &amp; 40 lbs frequently </li><li> Pushing &amp; Pulling- Up to 50 lbs of force occasionally </li><li> Occasional - Sit, kneel, stoop, squat, climb, overhead reach &amp; power grip </li><li> Frequent - Stand, walk, head turn, side reach, grasp, pinch, finger manipulation &amp; feel </li><li> Constant - Handling &amp; forward reach </li></ul><br><br><b><strong>What's in it for you?</strong></b><br><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><br><br><b> <strong>Foundational </strong> </b><br><br>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!<br><br>This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

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