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<h3>Job Description:</h3>The RoleThe VP, Implementation manages team of project and program managers responsible for leading client facing conversion and on-boarding projects. While the size and complexity of these projects varies, each represents a significant event for the clients we serve, is frequently the first experience clients have with Fidelity, and establishes the foundation allowing clients to achieve their growth goals. The VP supervises the project portfolio as well as ensures associates develop, positioning the organization for future success. Additionally, this person plays an instrumental role supporting sales efforts communicating the value Fidelity brings to each project.The TeamFidelity operates one of the largest clearing and custody businesses in the industry with nearly $4 Trillion in assets under administration serving thousands of intermediary clients including RIAs, broker dealers, banks, and family offices. The Client Experience Client Conversion Services (CCS) organization manages asset transition events for these clients. Broker Dealer conversions, advisor onboardings, mergers, acquisitions are just some of the event’s CCS manages daily. Over the last three years, CCS has led projects for our FI clients which resulted in the movement of $245B of assets to Fidelity.Our mission is to create a differentiated on-boarding experience supporting sales and relationship managers as they focus on growth through client acquisition.The Expertise and Skills You Bring<ul><li>A Bachelor's degree, preferably in Finance, Accounting, Business Administration or Engineering, or a Master’s degree or Masters in Business Administration is preferred.</li><li>Proven experience managing relationships (internal or external), including demonstrated success working in a fast-paced environment.</li><li>Experience working directly with custody and clearing clients in a proactive manner.</li><li>Strong communication, presentation, and storytelling skills able to distill complex concepts into a clear message for internal and external executive audiences.</li><li>Passion for developing associates and fostering a collaborative team environment.</li><li>Innovative, forward-thinker who embodies the spirit of continuous improvement and is not afraid to pursue new ideas and approaches.</li><li>Effective organizational navigator with demonstrated success building strong working relationships with key partners (technology, sales, relationship management, service leaders, etc..).</li><li>FINRA Series 7 required and Series 24 to be acquired within the first 120 days.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Fidelity Investments

Vice President, Implementation - IWMS Client Experience

<h3>Job Description:</h3>The Role The candidate would be a leader within an evolving team which is reinventing core brokerage processes and technologies to meet changing customer and industry needs. The right individual will provide extensive support and guidance to our Green Pier Fintech LLC (GP) institutional clients (Broker Dealers and RIAs) across all onboarding, conversion and bulk asset transfer events. As a director, you will engage with our internal business partners, technology teams and clients to ensure we meet and or exceed expectations related to the coordination, transition, and reconciliation of assets onto or away from the Green Pier platform. You will provide analytical insight and troubleshoot complex issues and problems. The Director will lead and support multiple initiatives at the same time and integrate them into a comprehensive plan, while meeting business priorities and adjust work effort accordingly. Our objective is to provide the underlying client with a smooth and flawless transition.The areas in focus for this role are to be a key contributor to the conversion or integration of new clients to the Green Pier Fintech LLC platform throughout the lifecycle of client onboarding from:<ul><li>Developing discovery questionnaires and client information gathering to provide to GP’s Business Acceptance Committee</li><li>Refining documentation and processes for retention for GP’s onboarding and conversion plans</li><li>Performing detailed analysis of the client’s current business structure and coordinating business/operational onboarding and configuration tasks</li><li>Leading conversion data mapping exercises and driving conversion data testing and validation activities</li><li>Alignment of internal business partners to ensure completion of all critical tasks for a timely transition</li><li>Management of client expectations</li></ul>The Expertise You Bring<ul><li>Strong subject matter expertise relative to the products, client types, and processes listed above</li><li>Analytical, organized, and have strong multi-tasking skills</li><li>8+ years of experience within relevant business areas</li><li>Facility with key compliance rules and requirements for these areas</li><li>Knowledge of general brokerage operations and processes</li><li>Strong process improvement orientation and ability to spot weaknesses in process performance and compliance</li><li>Must possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues</li><li>Experience with DTCC and OCC integration and day-to-day operations</li><li>Expertly lead by influence and use persuasive communication and social skills to engage with clients, contra firms and internal business partners.</li><li>Team building and mentorship skills</li><li>Series 7 or 99 licensing is required.</li></ul>The Skills You Bring<ul><li>Deep knowledge and understanding of multiple brokerage back-office domains</li><li>Analytical prowess decomposing complex processes and solving puzzles</li><li>Facility with platform technologies and the technology development process</li><li>Attention to detail; intolerance of design clunkiness and process inefficiency</li><li>Translates complex information into clear, concise messages tailored to diverse audiences</li><li>Positive attitude and excellent interpersonal, relationship, leadership and motivational skills</li></ul>The TeamGreen Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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 - Client Onboarding & Conversion

<h3>Job Description:</h3>Is it time to make new investments into your career?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.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.What to expect…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.<ul><li>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.</li><li>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.</li><li>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.</li></ul>You are learning. 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.You will be supported 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.You are celebrated. 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. You are growing. 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.You can explore. 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.The Skills You Bring<ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver<ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul>Our Investments in YouOur 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.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>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></li><li>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></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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 Planning Associate -Smithfield, RI

"At L.L.Bean, we believe the outdoors brings out the best in all of us. We are committed to fostering a culture of diversity and creating safe, inclusive spaces where everyone feels welcome—both here and Outside. We value individual differences and are dedicated to maintaining an inclusive work environment where everyone can bring the best of their experience and talents and truly thrive."Our L.L.Bean Mansfield Crossing Retail Store is currently searching for a Customer Experience Store Team Leader to join their team.Position Purpose: Drives business results, directs team talent, supports store leadership team and ensures delivery of the legendary L.L.Bean customer experience within an outdoor lifestyle concept retail store. Promotes the company's core values of Outdoor Heritage, Integrity, Service, Respect, Perseverance and Safe and Healthy Living to ensure the integrity of the brand, culture and mission of L.L.Bean is upheld at all times.&nbsp;&nbsp; Responsibilities:Customer Experience<ul><li>This is a support role under the People area of responsibility for stores.</li><li>Develops and delivers exciting and engaging-store activations, clinics and demonstrations with an emphasis on Learn, Try, Buy and Enjoy principles.</li><li>Drive ODP participation for paid programming, unpaid programming / in-store activations, community engagement events and any mobile or experiential marketing events in market through creative outreach and local marketing events.</li><li>Markets in-store / in-mall activations through ODP in store and online calendar, store's Facebook page, and chalkboards.</li><li>May assist in the interviewing process and provide input into hiring decisions.</li><li>Act as training lead for store when assigned.&nbsp;&nbsp;</li><li>Models and fosters an environment where service is the top priority. Enthusiastically seeks opportunities to convert every customer that enters the store continually striving to drive sales and brand loyalty through great service. Rallies the rep team towards the same objectives.</li><li>Acts as a Leader on Duty as scheduled to drive conversion and sales.</li><li>Leverages business reports including Qualtrics, variance reporting, and merch group sales to analyze trends, understand wins and identify opportunities. Builds compelling actions to enhance customer loyalty and improve service metrics through introspective business analysis and strong acumen skills.</li><li>Executes and implements all recognition programs including living the legend efforts, in store contests, etc.</li><li>Reviews all forward-looking business events (holidays, promotional weekends, market trends).</li><li>Develops meaningful activations and selling efforts to drive even greater sales results.</li><li>Ensures that the sales floor is full, and all sizes are represented by performing regular size audits.</li><li>Ensures the highest level of fitting room service is occurring driving conversion and UPT.</li></ul>Training:<ul><li>Supports and trains associates, communicating standards and processes, company policies and procedures</li><li>Has a passion for learning and sharing product knowledge as a tool to build the sale and increase customer loyalty.</li><li>Delivers GUIDE training for new hires as well as ongoing GUIDE training efforts for year-round team members in conjunction with the exempt leader team. Ensures all guides are performing at a high level and 30-day/ongoing assessments are completed.</li><li>Supports, directs, and develops store champions (buddies) and experts.</li><li>Facilitates all new hire product training modules for store or area of responsibility and develops a strategy and execution plan for delivering all seasonal product training materials.</li><li>Maintains and manages all employee facing communication including break room messaging, and communication boards. Ensures start up meeting are occurring, and that content is compelling and inspiring.</li><li>Models L.L.Bean’s values of diversity, equity, and inclusion in hiring practices. </li><li>Fosters an inclusive work environment by seeking team members’ perspectives, actively listening to others' opinions and experiences, and modeling and encouraging respectful communication among the team.&nbsp;</li><li>Works collaboratively and respectfully with team members and customers from different backgrounds and cultures.&nbsp; </li></ul>Total Store Accountability:<ul><li>Aids in the achievement of all financial measures as well as area specific metrics.</li><li>Key holder as required serving as a potential opener/closer for the store.</li><li>Prepares &amp; communicates daily task responsibilities to staff. Leverages knowledge and strengths to foster growth and development of the team</li><li>Recommends adjustment to staffing levels/schedules to meet work requirements.</li><li>Address and respond to employee issues/conflicts related to day to day operations within defined parameters in accordance with company policies and procedures under direction of supervisor.</li><li>Provides in the moment input, feedback, and coaching. If performance concerns exist, hands off to store management for performance management process</li><li>Contributes to Peak planning preparation and readiness.&nbsp;</li><li>Leverages knowledge and strengths to foster growth and development of the team.</li><li>Expense management ownership ensuring proper use of resources and adherence to budgetary guidelines with a focus on payroll management.</li><li>Is an active participant in health and safety by following all safety policies and procedures, reporting unsafe conditions or at-risk behaviors to leadership, and conducting work in a safe manner.</li><li>As assigned:<ul><li>Maintains the cash office per policy ensuring proper signatures, accurate reconciliation, and general organization is achieved.&nbsp;</li><li>Ensure the service hub is fully stocked, free of clutter, and operating effectively.&nbsp;</li><li>Accountable for cashier execution and efficiency with a focus on service delivery.</li></ul></li></ul> Health and Safety Requirement: Every employee is responsible for contributing to a safe and healthy workplace. Employees are expected to be active participants in health and safety by following all safety policies and procedures, reporting unsafe conditions or at-risk behaviors to leadership, and conducting work in a safe manner. Those in a leadership role are also expected to model safe behaviors, evaluate risk, and ensure that risks are reduced to acceptable levels. Education Level: 2-Year Associates Degree Years of Experience: 2+ Skills and Qualifications:<ul><li>Associate degree or equivalent with at least 2 plus years of retail experience in relevant retailer</li><li>Excellent organizational and time management skills</li><li>Systems knowledge (POS, Word, Excel) and comfort with social media platforms</li><li>Capability to build strong partnerships and to work collaboratively to achieve goals</li><li>Ability to inspire and motivate others</li><li>Ability to maintain a high level of enthusiasm and a positive attitude</li><li>Has experience recruiting, implementing, and practicing diversity, equity and inclusion in their store environment.</li><li>Demonstrated capacity for collaborative work in a retail environment, is adept at serving customers from diverse backgrounds.&nbsp;</li><li>Demonstrated interpersonal, written and verbal communication skills</li><li>Ability to work a flexible schedule including nights, weekends and holidays</li><li>Mobility and desire to relocate a plus</li></ul>"If you care about the outdoors, joining L.L.Bean is a great way to feel good about what you do. Our benefits package makes a good thing even better, with programs and perks designed to support your health and financial goals. Plus, maintaining a healthy work-life balance and re-charging outside are all part of the plan.If your experience looks a little different from what we've identified and you think you'd be great at this role, we'd love to learn more about you! &nbsp; At L.L.Bean, we believe the outdoors brings out the best in all of us.&nbsp; We strive to reflect this every day in our commitments to employees and partners and in our efforts to promote diversity, equity, inclusion, and sustainability."

4 Sales Jobs in Smithfield, RI, USA