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<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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>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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Investment Consultant - Southlake, TX

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Marin, CA

&nbsp; COMPANY NAME: JCB IncPOSITION TITLE: Sales Engineering ManagerPOSITION DUTIES: <ul><li>Directing and managing the activities of a team of Sales Engineers in relation to production, pricing, sales and distribution of JCB’s products;</li><li>Developing and implementing JCB’s business strategy for product sales to the North American agriculture and construction market;</li><li>Leading the development of the JCB North American sales growth in Heavy Line and Municipal products;</li><li>Reviewing operational records and reports to project sales, determine profitability and assist JCB in achieving its goals;</li><li>Setting and achieving quarterly and annual sales targets, and Key Performance Indicators (KPIs);</li><li>Developing and implementing standard operating procedures and policies for Sales Engineers, ensuring consistent and effective support to the dealer network;</li><li>Forecasting, tracking and reporting territory fastrac and large excavator sales activities to the leadership team;</li><li>Identifying business development opportunities and developing strategies to improve revenue and overall profitability;</li><li>Reviewing the Heavy Line target market opportunities and providing feeds into JCB’s dealer pipeline;</li><li>Managing, mentoring, training and developing Sales Engineers on product marketing initiatives and procedures to maximize their sales potential and support their growth;</li><li>Identifying, building and developing strategic and profitable relationships within JCB’s dealer networks;</li></ul><ul><li>Maintaining an up-to-date understanding of JCB agricultural and construction products to facilitate sales efforts with clients and undertaking competitive product evaluations.</li></ul> POSITION REQUIREMENTS: Bachelor’s degree in Agricultural Engineering or a related field plus one year of full-time work experience as an Agricultural Sales Engineer or a related occupation.SPECIAL REQUIREMENTS: Experience to include: 1) Experience working with JCB’s agricultural heavy line product range, including fastrac and wheel loading shovel products; 2) Experience of using agriculture technology software and systems, including JCB Service Master and JCB GPS; 3) Experience with business operations and customer relations software, such as SAP and Lotus Notes; 4) Experience of managing fastrac and large excavator product sales to the international agriculture and construction equipment market; 5) International experience of heavy line product testing, demonstrations and installations; 6) Experience of new business development and maintaining relationships with key clients within the international agricultural and construction industry.LOCATION OF POSITION: JCB Inc2000 Bamford BlvdPooler, GA 31322APPLICATION INSTRUCTIONS: Please submit your resume to <a href="mailto:jcbnaresumes@jcb.com" target="_blank">jcbnaresumes@jcb.com</a> or apply below.&nbsp;&nbsp;&nbsp;JobFamilyManagementPayTypeSalary

Sales Engineering Manager

Astound, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company.&nbsp;Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success.&nbsp;With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.&nbsp;Astound is currently searching for a Retail Customer Service Representative I, II, or III in our San Marcos, Texas market.&nbsp; This individual provides positive, courteous and prompt customer service in handling customer requests and inquiries to include: order entry, service requests, billing inquiries, and troubleshooting as well as accurately following retail cash procedures. Customer interaction for this position is primarily face-to-face.Where you will work:<ul><li>This position will be based in Astound's San Marcos, Texas retail store branch.</li></ul>A Day in the Life of the Retail Customer Service Representative I, II, or III:<ul><li>Responsible for accurately computing and quoting adjustments, balances, and rates as well as discussing other inquiries and complaints about customers.</li><li>Processes lock and dropbox payments including customer payments made through off-site payment locations.</li><li>Removes CPE from CPE dropbox and return to inventory.</li><li>Must be familiar with all of Astound’s products and pricing information in order to recommend and sell services and equipment to customers.</li><li>Processes and confirms addresses for billing and payment purposes.</li><li>Works to meet service goals and deadlines designed to meet customer commitments promptly, accurately and pleasantly.</li><li>You will welcome customers, actively listen, ask questions, and take care of their telecommunication needs.</li><li>You will be able to explain, demonstrate, and sell products and services to meet the needs of the customers and potential customers.</li><li>You’ll share details of current promotions and offers and by reviewing a customer’s current level of service, you may find options for new services to meet their needs.</li><li>Because you are driven to take care of the customer, you will determine the level of satisfaction with their current service and take steps as needed to ensure that their experience with Astound is positive and welcoming.</li><li>You’ll learn to utilize the billing system and other sales and marketing related tools to effectively identify and quickly resolve customer questions and concerns by communicating clearly, concisely, and patiently to assure the customer’s understanding.</li><li>You’ll process installation, service change, disconnects and trouble call work orders according to departmental policies and procedures.</li><li>You will receive customer payments, give receipts, enter payments to customer accounts and accurately balance cash drawer on a daily basis.</li><li>Also, you’ll track your successes by carefully documenting sales progress and productivity in a timely and efficient manner.</li><li>And, of course, you will maintain a neat appearance, keep Astound property clean, and show respect to customers, coworkers, vendors and their property at all times.</li><li>Other duties as assigned&nbsp;</li></ul>&nbsp;What You Bring to the Table:<ul><li>You are outgoing, friendly, and enthusiastic!</li><li>You have strong interpersonal skills with the ability to relate to customers, peers, and management by being respectful and offering solutions to their telecommunication needs.</li><li>Must have three years related experience, at least one year of cash handling&nbsp;</li><li>Ability to use basic PC skills and standard office equipment</li><li>Ability to communicate verbally and comprehend through listening skills to resolve customer problems or complaints</li><li>Must be able to write legibly and perform the following mathematical calculations: addition, subtraction, multiplication and division&nbsp;</li><li>You already have or will quickly pick up the knowledge of cable and data products/services, and stay updated on new information and concepts.</li><li>You will demonstrate the ability to diagnose and solve problems by using good judgment and proactive decision-making skills.</li><li>If you have telecommunications experience, you are ahead of the pack; however, we will provide training. You will need to provide the interest and desire to continuous learn and grow your knowledge.&nbsp;</li></ul>&nbsp;Education and Certifications:<ul><li>High school diploma or equivalent</li><li>Bilingual in Spanish preferred</li></ul>Physical Requirements:<ul><li>Must be able to lift-up to 40 pounds at times.</li><li>Prolonged periods of sitting and standing.</li></ul><h4>We're Proud to Offer a Comprehensive Benefits Package Including:</h4><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</li></ul>*Benefits listed above are for regular full-time positions&nbsp;Our Mission Statement: * Take care of our customers * Take care of each other * Do what we say we are going to do * Have funDiverse Workforce / EEO:Astound is proud to be an Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered. Discrimination of any kind has no place here. We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or 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.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

Retail Customer Care Representative I, II, or III

Join our team dedicated to crafting delightful desserts! We're seeking dessert enthusiasts to uphold the standards of our Bakery operations, cultivate a proficient team of associates, and ensure impeccable execution of departmental functions. Collaborating closely with the Bakery Manager, you will contribute to creating an exceptional customer experience and bolstering the success and sustainability of our department, while assuming accountability and making impactful decisions. In this role, your responsibilities will include : <ul><li> Collaborating with the Bakery Manager to facilitate smooth and efficient operations. </li><li> Managing inventory by ordering, displaying, and maintaining bakery items. </li><li> Assisting in training, developing, and motivating Associates to foster a cohesive and high-performing team. </li><li> Upholding cleanliness and sanitation standards, adhering to proper food-handling protocols. </li><li> Providing friendly and exceptional service to all customers. </li></ul> Qualifications for Success: <ul><li> 1+ years of experience in a leadership capacity, preferably in a managerial role, showcasing your ability to inspire and guide others effectively </li><li> Hold a high school diploma or equivalent qualification </li><li> Possess business acumen and excellent time management skills. </li><li> Demonstrate a thorough understanding of and commitment to food safety practices. </li><li> Ability to work in varied temperature-controlled environments, including refrigerators and freezers. </li><li> Strong attention to detail, business acumen, self-motivation, and the capability to work independently. </li><li> Flexibility to accommodate a varied schedule, including nights and weekends, to support operational needs. </li></ul> Physical Requirements: <ul><li> Ability to lift up to 50 lbs occasionally </li><li> Ability to push and pull up to 90 lbs of force occasionally </li><li> Occasional: Sitting and climbing; frequent standing, walking, bending, kneeling, stooping, squatting, and handling </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> Why Dierbergs is Different: <ul><li> Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family. </li><li> No late-night shifts - most Bakery Departments close at 7pm</li><li> You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community. </li><li> As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success. </li><li> With a clear path for advancement, you will have the opportunity to progress to a Department Manager or store management role </li></ul> What's in it for you? <ul><li> Health and retirement benefits, including medical, dental, vision, 401(k) and pension plans Paid time off provided, including vacation and personal days </li><li> Weekly pay </li><li> Work-life balance with flexible scheduling </li><li> Growth opportunities to support career advancement </li><li> Associate-only savings, free products, bonus points, sweepstakes, and more - being a part of our team has its perks with Dierbergs Rewards </li><li> Associate Perks Program in partnership with Working Advantage </li><li> Discounts at Starbucks kiosks within select locations </li></ul> At Dierbergs, we value individuals who embody our core BEhaviors: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

Dierbergs Markets Inc

Bakery Manager Trainee

Grocery Cart Attendant • Part Time • Dierbergs Markets Grocery Cart Attendants are helpful and on-the-go, assisting cashiers with loading carts, and helping the store run smoothly. They are important in making a first (and lasting) customer experience with a variety of responsibilities: <ul><li>Retrieve carts from the parking lot using a cart strap and safety vest</li><li>Offer to carry out and load purchases into customers' vehicles</li><li>Pick up and dispose of debris from the carts, floor and parking lot</li><li>Distribute hand baskets around the store</li><li>Put misplaced or returned items in their proper locations</li><li>Assist in maintaining aisle conditions</li><li>Help to keep check lanes organized and stocked with essentials, such as paper and plastic bags</li><li>Sweep and mop floors when maintenance is not available</li><li>Assist Cashiers with change requests, cash "turn ins" to the Guest Services, and obtaining additional items</li><li>Obtain and load the carpet cleaning rental machine into customer's car</li><li>Maintain quality of customer's items by loading purchases into carts and ensuring use of proper bagging techniques</li><li>Stock advertisements</li></ul> What you need to succeed <ul><li>At least 16 years of age</li><li>Physical stamina to lift up to 30 pounds, retrieve carts from outside and load groceries in to customers carts</li><li>Ability to work outside in varying weather conditions</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>Must be able to tolerate environmental changes and exposure to hot and cold temperatures caused by frequent trips to the parking lot to service customers and retrieve carts under varying weather conditions</li></ul> Physical Requirements <ul><li>Pushing &amp; Pulling- up to 30 lbs. of force frequently</li><li>Lifting - up to 40lbs.</li><li>Work actions include standing, walking, bending, reaching, and squatting</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.

Day Time Grocery Cart Attendant

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.

Planning Consultant - Fort Worth, TX

<h3>Job Description:</h3>As a Senior Vice President, Business Development you will focus on selling Fidelity’s solutions and products to defined benefit plans, non-Fidelity record kept defined contribution plans, balance sheet assets and other institutional solutions to mid-market clients, defined as having retirement assets under $1.4B. This role will also work with public plans under $500M in retirement assets. As a key member of the professional staff, this individual will develop and implement a coherent, regionally focused business development plan and will be charged with raising significant amounts of new investment assets from institutional clients. Fidelity Institutional is dedicated to the institutional marketplace. This organization is a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income, global asset allocation and alternatives.Location: In Southeast TerritoryThe Expertise You Have<ul><li>Bachelor’s Degree required, MBA desired.</li><li>CFA strongly desired.</li><li>Series 7 and 63 (or equivalent).</li><li>Strong knowledge of U.S. and international capital markets, as well as Fidelity domestic and international investment subject areas in the equity and fixed income products areas.</li><li>Defined benefit experience. Familiarity with LDI and risk management solutions.</li><li>Experience selling target date solutions.</li><li>Experience selling alternative investments.</li><li>Proven success covering Institutions is strongly preferred.</li><li>15 plus years or greater experience in the financial and investment management industry, with a history of successfully leading multiple client relationships for a portion of that time. Asset management client relationship experience preferred.</li></ul>The Skills You Bring<ul><li>Proven ability to build and execute. At least ten years of institutional sales/distribution experience working with institutional clients and their consultants.</li><li>Proficient and successful in selling multi-asset class investment solutions.</li><li>Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products).</li><li>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.</li><li>Strong consultative, relationship-based selling skills.</li><li>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.</li><li>Outstanding collaboration skills, ability to work appropriately with portfolio managers, trading, research and fellow sales and consultant relations professionals to position and sell the full range of investment solutions for institutional clients.</li><li>Proven ability to work across a complex organizational culture.</li><li>Self-motivated, driven individual who will find value-added ways to engage with CFO/Treasurers.</li><li>In conjunction with the Workplace investing relationship lead, expand new defined benefit business opportunities within the prospect base.</li></ul>The Value You Deliver ​<ul><li>Excellent communication skills working with various groups within the Fidelity organization.</li><li>Identify new institutional client prospects, speaking engagements at conferences and raising, appropriately, the visibility of the Firm.</li><li>Must be proactive and have excellent communication and presentation skills.</li><li>Excellent interpersonal, problem solving, influencing, and consultative skills.</li><li>Excellent organizational skills follow through and ability to prioritize.</li><li>Strong leadership and team building skills.</li><li>Passion for financial markets, investment process and provision of effective investment solutions.</li><li>Develop relationships with investment consultant and advisor community.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamA key aspect of this role is the ability to engage sophisticated institutional clients to discuss a variety of investment solutions. This individual will need to be self-motivated and able to collaborate with internal partners to drive sales with institutions. The associate will regularly partner with our investment teams, both in presenting to clients, but also in order to gain expertise to represent our solutions appropriately in their territory. Located in the Southeast this position offers the opportunity to represent Fidelity's institutional investment capabilities to a broad array of complex clients.<h3>Certifications:</h3><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.

SVP - Institutional Sales, Mid-Market

<h3>Job Description:</h3>*Remote position located in the Northeast, Midwest, or Texas*As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise You Have <ul><li>College degree preferred or equivalent work-related experience. </li><li>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </li><li>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </li><li>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </li></ul>The Skills You Bring <ul><li>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. </li><li>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </li><li>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </li><li>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. </li><li>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </li><li>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. </li><li>Shown problem-solving skills. </li><li>Effective presentation skills, influence, and negotiation skills. </li><li>High emotional intelligence and interest in other human beings </li><li>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </li><li>Self-awareness and shown history of self-improvement </li><li>Analytical and critical thinking skills </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </li><li>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </li><li>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </li><li>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. </li><li>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client </li><li>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. </li><li>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </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 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Managing Director - Stock Plan Services

<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, Series 66 - FINRA<h3>Category:</h3>Relationship Management

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