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<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>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.<h3>What to expect…</h3>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.<h3>The Skills You Bring</h3><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><h3>The Value You Deliver</h3><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><h3>Our Investments in You</h3>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.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 66The base salary range for this position is $45,000 - $47,500 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>Customer Service, Sales

Fidelity Investments

Workplace Planning Associate - Greenwood Village, CO

<h3>Job Description:</h3>The Workplace Education Manager role focuses on consultation and execution to support our Workplace plan sponsor education needs, centered on the delivery of in person and virtual meetings. The Education Manager partners directly with plan sponsors, Fidelity relationship management teams, and presenters, to deliver detailed execution (coordination of educational meetings and campaigns), drive plan and participant satisfaction and facilitate positive outcomes.<h3>The Team</h3>This role supports the WI Educational Offerings in an effort to build, cultivate, and further develop lifetime relationships with our plan sponsors and participants. The educational strategies we support, bridge workplace investing and personal investing to deliver a comprehensive experience addressing the broader spectrum of savings, investing, and retirement needs.<h3>Role Responsibilities</h3><ul><li>Responds to client requests for investment education and provides additional consultation on client needs.</li><li>Uses consultative techniques to engage and partner with clients regarding more customized educational treatments across multiple delivery channels.</li><li>Proposes alternative solutions to balance client needs and objectives with internal business strategies</li><li>Drives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable services</li><li>Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations</li><li>Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes</li><li>Participates in additional department initiatives as needed</li></ul><h3>The Expertise You Have</h3><ul><li>BA/BS required</li><li>Experience in employee benefits communication and/or financial services preferred</li><li>3-5 years financial services</li></ul><h3>The Skills You Bring</h3><ul><li>You would possess strong customer service and interpersonal skills supported by specific working experience, which is needed given the relationships we have with our clients and internal partners.</li><li>You would have sound project management and problem resolution skills, with ability to complete and implement projects to completion.</li><li>A strong sense of personal responsibility for the quality of work, including accuracy,reliability, and completeness, along with consistent responsiveness is a foundational requirement as it supports the brand of the team.</li><li>Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.</li><li>Ultimately you must be a contributing teammate who thrives in a team based environment.</li></ul><h3>The Value You Deliver</h3>Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity. Every interaction you have can deepen our existing client relationships, driving further client satisfaction. The effectiveness of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.Note: Fidelity will not provide 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.

Workplace Education Manager

Cook • Full-Time • Dierbergs Markets Deli/Seafood Cooks work as a part of the Deli/Seafood team, with an emphasis on cooking. The majority of their shift is spent cooking, but can also fulfill Deli/Seafood Associate duties: <ul><li> Prepare and cook products in warm kitchen with temperature of oil and ovens up to 500 degrees </li><li> Follow safe food handling guidelines whenever preparing food, according to S.A.F.E. program standards </li><li> Maintain appropriate temperatures and avoid cross-contamination throughout production and storage </li><li> Has strong knowledge of proper food handling and sanitation procedures/guidelines. </li><li> Demonstrates the ability to work safely and adhere to safety standards </li><li> Learning and promoting our astounding variety of deli and seafood products </li><li> Processing customer orders accurately and efficiently </li><li> Working in varied temperature-controlled environment (refrigerator, freezer and hot food preparation) </li><li> Provide exceptional customer service that goes above and beyond </li><li> Learn and promote our variety of deli and seafood products and use suggestive selling techniques </li><li> Process customer orders accurately and efficiently </li><li> Operate and clean equipment safely according to training procedures, by reading warnings, and following instruction manuals. i.e., knives, slicers, fryers, rotisseries, smoker, skewers, ovens, frying pans, hot case, microwave oven, rair oven, steamer, chicken warmer and case, hot food warmer, wrappers, cheese grater, and scales </li><li> Prepare party tray orders, follow directions from food specification book or order form </li><li> Weigh, wrap, and label products using digital and manual scales </li><li> Cut meats and cheeses using electric slicers according to training manual and customer requests </li><li> Fill serving bowls with ready-made deli salads, and place in deli counter case </li><li> Rotate products and check expiration dates </li></ul> Essentials <ul><li> At least 18 years of age </li><li> Have strong knowledge of proper food handling and sanitation procedures/guidelines. </li><li> Read and locate basic information from food specifications books, follow recipes, charts, invoices, and temperature gauges </li><li> Basic computer, math and measurement 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> Physical Requirements <ul><li> Lifting &amp; Carrying - Up to 50 lbs occasionally </li><li> Pushing &amp; Pulling- Up to 20 lbs force occasionally </li><li> Occasional - Sit, walk, kneel, stoop, squat, climb, overhead reach, &amp; shovel </li><li> Frequent - Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li> Constant - Forward reach, standing, &amp; handling </li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k), pension plan, and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric, Be a Contributor, Be a Cultivator, and in all you do,Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Dierbergs Markets Inc

Cook

<h4>Direct Sales Representative</h4>Location: Chicago, Orland Park, Arlington Heights, Naperville, Elgin, Schaumburg, IL greater market territories<h4>Opportunity to earn up to $85,000 or more with uncapped commissions!</h4>We offer a $40,000 base with a commission plan that allows you the freedom to exceed quota!&nbsp; (*See total compensation details below the job description). You will be representing a superior internet package and company that cares about you and our customers.Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology.&nbsp; We also keep businesses connected with dependable fiber infrastructure and internet solutions backed by award-winning service, helping organizations thrive in an increasingly connected world. At the forefront of digital transformation, we continuously evolve our offerings to meet the dynamic needs of our customers—delivering reliable connectivity and groundbreaking digital experiences.Our commitment to excellence extends beyond infrastructure. We invest in our people through personalized training, coaching, and a supportive work environment that fosters growth and opportunity. Employees are empowered to represent a superior telecommunications company while making a meaningful impact in the communities we serve. We offer a robust benefits package that includes rewards, recognition programs, and employee discounts—ensuring our team members are supported in both their professional and personal journeys. At Astound, we believe in creating astounding possibilities for everyone, everywhere.The Direct Sales Representative is responsible for acquiring new customers for a top telecommunications company in the region. Astound Broadband powered by Wave provides a competitive base salary, uncapped commissions, paid training, excellent benefit packages including 401k, generous paid time off plans, mileage reimbursement and a company issued cell phone. The direct sales representative will build relationships with residential customers within our serviceable footprint.&nbsp;Where you will work:<ul><li>This is a dynamic opportunity to represent our residential direct sales initiatives, in the field based around the Chicago, Orland Park, Arlington Heights, Naperville, Elgin, Schaumburg, IL greater market territories</li></ul>A Day in the Life of the Direct Sales Representative, Single-Family:<ul><li>Prospect, qualify, and generate sales within an assigned territory</li><li>Identify and sell appropriate products and services to meet the customer’s needs</li><li>Sales or marketing background in telecommunications a plus&nbsp;</li><li>Engage in technical discussions with potential customers through demonstrations and presentations</li><li>Execute the sales strategy to increase sales within respective territories</li><li>Prepare sales information for customers</li><li>Distribute marketing material and participate in special sale events</li><li>Remain knowledgeable and up-to-date on changes and developments within the product/service line</li><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>Must have valid driver's license and reliable transportation</li><li>Proficient in Microsoft products&nbsp;</li><li>Other duties as assigned&nbsp;</li></ul>Education and Certifications:<ul><li>High school diploma or equivalent</li></ul>We are proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program *Benefits listed above are for regular full-time positions</li></ul>*Base salary: The base salary range for this position in Illinois state is $40,000, plus opportunities for bonus, benefits, commission, and sales incentives if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, geographical area, experience, and capabilities.&nbsp;*Commission component: Targeted commissions at full attainment are $56,940 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.<h4>Our Mission Statement:</h4>* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Astound Broadband

Astound

Direct Sales Representative- Residential

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.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>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - 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.

Vice President, Branch Leader - Houston, TX (Highland Village)

<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><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, 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.

Financial Consultant - Palm Beach Gardens, FL

<h3>Job Description:</h3><h3>Relationship Manager</h3>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. <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>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.<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>The base salary range for this position is $61,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Mountain View, CA

<h3>Job Description:</h3>The Vice President, Managing Director (MD) is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of 20 - 25 plan sponsor relationships and 5 – 7 advisor relationships. Plan sizes supported are &gt;$75m in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. The Expertise We’re Looking For <ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position. </li></ul><ul><li>Minimum of 8 years of Relationship Management or Client Service experience preferred; preferably within the Retirement/401K industry. </li></ul>The Purpose of Your Role The Managing Director is the primary contact for their client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. Travel is required, &gt;35% of the time. The Skills You Bring <ul><li>World class customer service to every one of your clients. </li></ul><ul><li>Record keeping and defined contribution administration experience. </li></ul><ul><li>Problem-solving skills. </li></ul><ul><li>Effective communication and presentation skills. </li></ul>The Value You Deliver <ul><li>The ability to consult with your clients to deliver effective solutions to their needs while maintaining strong, positive relationships with key decision makers. </li></ul><ul><li>Setting the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s trusted advisor in partnership with the Plan’s Advisor. </li></ul><ul><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor. </li></ul><ul><li>Providing additional support to the advisor’s book of business, including participating in advisor book of business reviews (sometimes in person), identifying and implementing plan design opportunities across the advisor’s book, and you will be expected to participate in quarterly advisor updates and training activities, both over electronic channels (i.e. Zoom) and in person. </li></ul><ul><li>Differentiating Fidelity's benefits approach against competitive benefit solutions and offering and implementing Fidelity solutions to address client needs. </li></ul><ul><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. </li></ul><ul><li>Consulting with clients and their advisors on qualified and potentially nonqualified plan design alternatives. </li></ul><ul><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives. </li></ul><ul><li>Analyzing investment architecture and providing appropriate alternatives as well as actively facilitating Investment Review Meetings in partnership with the Plan’s Advisor. </li></ul><ul><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome. </li></ul><ul><li>Building and developing strong working relationships internally. </li></ul>How Your Work Impacts the Organization In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>The Vice President, Relationship Management Team Lead (Team Lead) has overall accountability for a team of 10-15 Managing Directors that oversee Workplace Investing client relationships which are primarily for 401(k) recordkeeping.The position involves establishing, upholding, and expanding solid and dependable client connections with important decision-makers, influencers, and C-suite committee members. The Team Lead oversees a team of service-oriented employees and partners from across the company to address client demands and solve challenges, as well as assists institutional clients in running a successful benefits program to enhance the welfare of their staff.The Expertise You Have<ul><li>College degree preferred.</li><li>Relationship management experience preferred.</li><li>Management experience preferred.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong proven negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing</li><li>Ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses</li><li>Strong revenue management and overall financial acuity</li><li>Lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization</li><li>Leadership, mentoring, and career developments skills with a tenured team of professionals</li><li>Validated consultative sales skills</li><li>Experienced presentation, meeting management, and interpersonal skills</li><li>In partnership with Core Market Segment Leadership, develop and execute strategy and goals for organization that produce year-over-year profitability.</li><li>Accountable for retention, client loyalty, and revenue opportunities of assigned territory.</li><li>Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.</li><li>Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk</li><li>Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team. Collaborate with MD, Sales (when applicable) and other business partners in these retention activities.</li><li>Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Serve as functional liaison for optimally representing client and organizational interests with senior leaders across Fidelity.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Proactively nurture relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline.</li><li>Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client presentations.</li></ul>The Value You Deliver<ul><li>In cooperation with Core Market Segment Leadership, develop strategy and goals for organization that produce year-over-year profitability.</li><li>Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.</li><li>Provide leadership and support for all team-based client re-pricing, renewal, and competitive rebid activity.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client</li></ul>The TeamThe Team Lead will manage 10-15 Managing Directors (MD) with approximately $15-20B in assets under administration across ~500 clients. MDs are also responsible for a portfolio of multi-product client relationships that span services such as Defined Contribution, Managed Accounts, Self-Directed Brokerage, and Health Savings Accounts.<ul><li>The position involves extensive and ongoing client contact with senior-level client decision makers (CFO, CEO, VP of HR) of existing and prospective customers, placing a premium on executive presence, benefits and financial services acuity, and consultative sales skills.</li><li>Responsible for the overall strategy of the territory in order to improve business results.</li><li>Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies.</li><li>Additional management duties include associate development, performance evaluation, compensation planning and hiring.</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Relationship Management Team Leader- Retirement Services

Company Summary 80 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 SummaryThis position will be the primary point of contact between our company and our Direct Sales customers and field sales staff as potential customers to identify and facilitate sales of JCB products &amp; services. This individual will be able to accept ownership for in bound and out bound communication, effectively manipulate complaints and inquiries keeping customer satisfaction at the core of every decision and behaviour. The candidate will ensure customer inquiries are given personalized attention and are treated as a priority.The ideal candidate will aspire to grow into a Regional/Field-based Sales Manager role.Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Handles all customer inquiries and responds within twenty-four hours</li><li>Serves as a primary point of contact for the field sales staff to resolve customer order inquiries</li><li>Supports Direct Sales Account customer “open houses” and events</li><li>Performs projects for the Direct Sales Team as required</li></ul>Minimum Qualifications<ul><li>Bachelor’s degree in business or a related field</li><li>3+ years of sales or account management experience</li><li>Must pass any drug test, background check and any pre-employment testing as applicable</li></ul>Preferred Qualifications<ul><li>Experience in sales or marketing</li><li>Knowledge of customer support systems/procedures or channels of distribution</li></ul>Knowledge, Skills, Abilities &amp; Competencies<ul><li>Customer oriented due to considerable amount of customer contact</li><li>Proficiency with Microsoft Word, Excel, Access and PowerPoint</li><li>Ability to perform multiple tasks while maintaining a sense of urgency</li><li>Excellent problem-solving skills – ability to think outside the box</li><li>Strong interpersonal and relationship management skills</li><li>Effective oral and written communication with an emphasis on phone skills</li><li>Flexible and thrive in a fast-paced work environment</li><li>Identify and succinctly report emerging and evolving trends and customer/dealer feedback beyond fixed metrics</li><li>Likes to work hard and has a thirst for knowledge</li><li>Active listener</li></ul>Job Conditions:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul>Physical Requirements:The 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.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

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