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<h3>Job Description:</h3>Fidelity Workplace Investing is seeking a Principal Data Scientist to support initiatives around personalization and customization. This position will work with technical professionals in engineering and with managers of market research and product development teams. The assignments may include exploratory analysis, feature engineering, experimentation, forecasting, numerical optimization, real time model and LLM.As Data Scientists, we support projects across many areas and ensure the highest degree of quality. You must be a great teammate who thrives in a small, highly effective work environment and communicates with confidence to all levels of Workplace Investing. The ideal Data Scientist handles projects from start to finish. i.e., they can work with website professionals on experimental design, gather required data in any shape and size, process it into useful features, train machine learning models, and assist technical teams to move models into production and measure business results.The Skills You Bring<ul><li>Statistical and data science programming with proficiency in Python and SQL. Experience writing testable, modular code.</li><li>Expert in training regression and classification models using typical ML algorithms, data extraction and feature engineering, creating model documentation, and explaining model output (such as features and performance) to non-technical audiences.</li><li>Extensive experience in developing and/or deploying scalable AI solutions using LLM, knowledge graph, reinforcement learning, optimization, and/or real-time models to solve business problems.</li><li>Independently lead data science projects from end to end. Conduct technical reviews and mentor junior data scientists.</li><li>Experiences in financial services and marketing a plus.</li><li>Committed to continuous learning and able to pick up new knowledge quickly.</li></ul>Education<ul><li>PhD with 2+ years of working experiences or Master’s Degree with 5+ years working experiences in a quantitative field (e.g. Statistics, Computer Sciences, Operational Research, Data Science or Applied Mathematics), with applied research experience.</li></ul>How Your Work Impacts the OrganizationData Scientists in Fidelity Workplace Investments use sophisticated machine learning and optimization to deliver personalized experiences to our customers. Your work will help participants learn how to plan for their financial future and prepare for impending life changes.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Principal Data Scientist

Company Description Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America. Job Description Position Purpose: Responsible for safely transporting hazardous and non-hazardous materials from the customer site to the appropriate designated sites using van trailers, tankers, roll-off frames, or other waste carrying equipment. Ensures that the condition of the material packaging meets the U.S. Department of Transportation (DOT) specifications, inspects manifests and shipping paperwork for accuracy, and maintains current transportation permits for all areas traveled. Abides by all regulations set forth by DOT, EPA, state and local governments, and VES-TS policies and procedures. Primary Duties/responsibilities: <ul><li>Perform daily inspections of vehicle and/or trailer prior to driving to ensure the safety and integrity of equipment going to designated sites.</li><li>Prior to transporting materials reviews shipment records, manifests, container labeling, vehicle placards, and integrity of loaded drums, roll-off boxes or bulk tankers.</li><li>Ensure that DOT requirements such as load weight limits, driver log books, Vehicle Inspection Records, transportation permits, insurance cards, fuel trip reports, IFTA fuel stickers, or other paperwork is up to date and valid.</li><li>Consults with customers pertaining to load conditions, drum counts or paperwork inconsistencies to ensure that materials can be properly transported to designated site(s)</li><li>Notify immediate supervisor of any moving violations and/or accidents in-route to and/or from sites.</li><li>Assist in the loading/unloading of materials at designated sites utilizing appropriate equipment.</li><li>Responsible for assisting with housekeeping as required.</li><li>Other duties as assigned</li></ul> Qualifications Education / Experience / Background: <ul><li>High School diploma or General Educational Development (GED) required</li><li>Prior commercial driving experience required</li></ul> Knowledge / Skills / Abilities: <ul><li>Familiarity with U.S. Department of Transportation (DOT) regulations pertaining to the transportation of hazardous and non-hazardous materials</li><li>Strong team player</li><li>Excellent interpersonal and communication skills</li><li>Time management: the ability to organize and manage multiple tasks </li><li>Strong customer service orientation</li></ul> Required Certification / Licenses / Training: <ul><li>Valid Class A Commercial Driving License (CDL) </li><li>Hazmat (H) endorsement required</li><li>40-Hour HAZWOPER training preferred</li></ul> Additional Information Benefits: Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement. We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

Regional Driver

The Role As a Scrum Master, you’ll be a part of highly collaborative, cross-functional Scrum teams within the Fidelity Brokerage division of Fidelity. You will advise and lead Squads on Agile values, practices, and processes to ensure they are fully functional, productive, and focused on Sprint goals. Everyone craves a way of working that empowers them to unleash their best work and inspire better futures for more people. Our way of working will enable you to deliver what matters most to our business, our clients, and our Associates. By being wired for speed and innovation with support, coaching, and a regular dose of inspiration, your skill sets will be applied to our initiatives, providing you the opportunity to quickly make a difference in our customers’ lives! The Expertise and Skills You Bring <ul> <li>Strong proficiency and experience with encouraging Agile behaviors, reinforcing practices, norms and routines, and supporting overall Squad performance and efficiency</li> <li>Excellent understanding and previous application of Agile/Scrum Fundamentals – WHY and HOW</li> <li>Proficient with Agile enabling tools like Jira/Jira Align</li> <li>Ability to identify team improvement opportunities and look externally for best practices to support continuous improvement</li> <li>Strong proficiency in facilitiating and coordinating logistics for Agile routines and practices, e.g., Backlog Refinement, Planning, Daily Scrum, and Retrospectives</li> <li>Proficient in ensuring healthy backlogs are maintained and accurately balanced across team members</li> <li>Proficient in producing, maintaining, updating, and explaining process metrics and artifacts to ensure understanding of how efficiently and effectively Squads are operating, and accurate and clear communications to Squads and their partners</li> <li>Excellent experience partnering with other Scrum Masters and working across multiple Squads contributing to the same initiatives</li> <li>Demonstrated experience working in a technology delivery environment</li> <li>Bachelor’s degree/undergraduate degree/equivalent experience required</li> <li>Scrum certification required (CSM or PSM)</li> </ul> The Team Fidelity Brokerage Delivery Enablement is a team of Scrum Masters, Delivery Program Managers, and Agile Coaches who partner with leaders &amp; teams to inspect, adapt &amp; mature high-impact delivery solutions, cultivate an empowered delivery culture with insights, coaching &amp; enablement, and champion continuous improvements that guide us toward business agility. We are focused on building a highly integrated organization, aimed at maximizing value delivery for Fidelity Brokerage. Our core capabilities include delivery insights, delivery planning &amp; alignment and delivery coaching

Fidelity TalentSource

Agile Scrum Master

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. Responding to leads in a timely fashion, answering questions, providing information and helping guide customers effectively from phone and internet contact to an in-store experience while providing an exceptional customer experience is key.With your outstanding communication and listening skills, you’ll help our customers select their perfect vehicle, negotiate terms to ensure that payment options meet their lifestyles, budgets, and expectations and close the deal. Our e-Commerce Sales Associates provide an exceptional customer experience both before and after purchase, driving loyalty by following up to ensure customer satisfaction and helping transition customers to the Service department to support their ownership experience.<h2>What are the requirements for this job?</h2><ul><li>High school diploma or equivalent</li><li>Proven ability to provide an exceptional customer experience</li><li>Drive to set and achieve targeted goals</li><li>Prior sales experience, retail preferred</li><li>Demonstrated communication, consultative, interpersonal and organizational skills</li><li>The willingness to follow up with customers</li><li>Experience and desire to work with technology</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li><li>Why should I come work for AutoNation?</li><li>You want to work for a car dealer that has a strong moral compass and treats all of its associates with respect</li></ul>Sales, Auto, Automotive, Sales Person, Sales people, Car, Cars, Chevy, Ford, Dodge, GM, GMC, Jeep, Chrysler, CDJR, Honda, Toyota, Nissan, Subaru, VW, Volkswagen, Kia, Hyundai, Fiat, BMW, Mercedes, Lexus, Acura, Infiniti, Cadillac, Chevrolet, Lincoln, Lotus, Lucid Motors, Maserati, Mazda, MB, Mercedes Benz, Mercedes-Benz, MINI, Mitsubishi, Nissan, Polestar, Porsche, RAM, Rivian, Rolls Royce, Rolls-Royce, SAAB, Saturn, Scion, SMART, Subaru, Suzuki, Tesla, Volkswagen, Volkswagen, VW, Volvo, Daimler, Stellantis, Renault, Tata, Zhejiang Geely, ZGH, Lithia, Sewell, Used cars, Customer Service, phone sales, retail, automotive, sales, service, parts, automobiles, cars, trucks, computer, internet, consultant, brand ambassador, product specialist, ecommerce, commerce, CDK, service writer, service writing<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

Sales Retail/eCommerce Associate - AutoNation Ford Arlington

Workplace Investing Technology The Role Come join the Workplace Investing Scrum Master Chapter! As a Scrum Master you blend deep Scrum expertise with a passion for mentoring, coaching, and continuous improvement. As part of highly collaborative Agile team(s), you will advise on performance against Agile values, practices, metrics, and processes to accelerate value delivery. In partnership with the Product Owner, you will maintain a backlog, help to remove impediments, and ensure effective Agile events. You will support the team by engaging with team members and product area leadership to reinforce and embed an Agile approach into the day-to-day work. This role often requires coordinating the efforts and releases of multiple systems teams to deliver a seamlessly integrated solution to our customers. The Expertise and Skills You Bring Here are the key skills and areas of expertise that are critical for success in this role: <ul> <li>Bachelor’s Degree/undergraduate degree/equivalent preferred </li><li>Introductory Scrum Master certification required; advanced certification preferred </li><li>Strong influencing, negotiation, and coaching experience with development teams in a volatile, uncertain, complex, and ambiguous (VUCA) environment. </li><li>Substantial experience working with or in Agile teams with good understanding of Agile practices and tools (Jira, Kanban, Lean), technology, and value delivery for customers </li><li>Working closely with the Product Owner to plan and complete the highest priority work as per the product roadmap through well-executed sprints </li><li>Accelerating overall team performance, efficiency, and value delivered by engaging within and across teams to find opportunities to improve Agile maturity and metrics, and providing coaching, training, and resources </li><li>Ensuring Agile events are planned for and effective (e.g. sprint planning, daily meetings, retrospectives and as appropriate, Scrum of Scrums) </li><li>Maintaining and updating team performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the team members and transparency to other partners </li><li>Organizing and presenting ideas and information logically and concisely to a variety of audiences </li><li>Handling multiple, competing priorities simultaneously </li><li>Coaching and mentoring complex teams </li><li>Participating in a community of practice, providing Scrum knowledge to members of your product area and identifying opportunities for continuous improvement within the product area. </li></ul> The Team The Workplace Investing Scrum Master Chapter is committed to coaching, developing, and empowering Scrum Masters to lead development teams that embrace the Agile mindset. We have established a learning culture that amplifies best practices, delivers consistent, predictable, and impactful results, celebrates diversity and inclusion, creates a safe and respectful environment, and provides career guidance and mobility opportunities for Scrum Masters. We build trusted, collaborative relationships with our product and technology partners across Fidelity and embrace customer-focused methodologies that enable innovation and drive valuable product delivery. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. We invite you to Find Your Fidelity at <a href="http://fidelitycareers.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations @fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

<h3>Full Stack Engineer</h3> The Role As a Full Stack Engineer, you will be an integral member of the dynamic Cloud Centre of Excellence (CCOE) squad continuously innovating and improving our enablement platforms and capabilities to accelerate Fidelity’s journey to the cloud. You will work on a wide variety of cloud native stacks and technologies, demonstrating innovative architectures and services. <h3>The Expertise and Skills You Bring </h3> <ul> <li>Strong hands-on experience in UI- Primarily Angular </li><li>Several years’ experience working hands-on in Public Cloud. (AWS and/or Azure) </li><li>Hands on experience working with infrastructure as code (CFT, Terraform etc). </li><li>Extensive experience working with API’s. Typescript or Javascript </li><li>Hands on experience working container and serverless applications. </li><li>Extensive hands-on experience implementing CI/CD pipelines. </li><li>Passionate about working in a DevOps culture. </li><li>Very strong technical ability to learn and passionate about new technologies and cloud trends. </li><li>Experience mentoring and coaching engineers on best practice and engineering excellence. </li><li>Strong communication and influencing skills. </li><li>Experience working in globally distributed teams. </li></ul> <h3>The Team</h3> This is an opportunity for a highly motivated Full Stack Engineer to join the Cloud Centre of Excellence squad. You will work in a diverse, open and transparent culture where you will contribute to powering the next generation of Fidelity’s digital services through innovative solutions using the latest cloud native technologies and leading-edge engineering practices. <h3>Company Overview </h3> At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Senior Full Stack Engineer

<h3>Job Description:</h3>JOB TITLESenior Systems AnalystThe RoleDo you want to make a difference in our customers’ lives and work with a highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity’s Institutional Wealth Management Services? We are looking for a Senior Systems Analyst who will drive the end user experience with your technical competence, initiative, and brokerage knowledge to support our account management effort for Institutional Clearing and Custody Clients.The focus of this position will entail driving the technical analysis and support of our IWMS account management systems. You will be expected to support extensive gap analysis, research dataflows from user facing UIs through to backend systems and possess excellent written and oral communication skills. You will work closely with the Squad Lead and a team to craft, build, test, and deliver the features that make up IWMS Digital Account Management experiences.The Expertise You Have <ul><li>Bachelor’s Degree required, Finance, Computer Science, Management Information Systems, or related technology preferred.</li><li>Demonstratable professional experience as a Systems Analyst for software solutions</li><li>Brokerage experience required, and some familiarity in account management capabilities strongly preferred</li><li>Demonstrable experience researching, optimizing, developing, and authoring solution requirements, user stories, and specifications for moderate to complex software systems</li><li>Solid grasp and experience with Structured Query Language (SQL) and programming in general</li><li>Proficiency with SQL tools and querying relational databases</li><li>Proven experience working with REST, SOAP, JSON, Splunk and APIs</li><li>Experience with Agile development methodologies</li><li>Excellent analytical skills</li></ul>The Skills You Bring<ul><li>Real passion for accuracy, clarity, and elimination of ambiguity</li><li>Effective written and verbal communication skills with ability to create relevant content for diverse target audience</li><li>Self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements</li><li>Collaborate with technology and business teams to deliver high-quality solutions for business problems</li><li>Dedicated, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results</li><li>Strong facilitation skills</li></ul>The TeamThe Systems Analyst will be part of the IWMS Digital Account Management product area. The candidate will be a core member on a multi-functional Agile scrum team (squad), partnering with squad leads, business analysts, architects, technology leads, to ensure successful delivery of program objectives and alignment of the work to deliver the product roadmap.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Systems Analyst

<h3>Job Description:</h3>We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 66 licenses allowing you to provide fundamental financial guidance and mentorship in the public sector.The Expertise We’re Looking For<ul><li>A college degree is encouraged yet not required</li><li>Customer service, sales, phone or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is a great addition to your experience</li><li>Series 7 license is to be obtained within three months of hire</li><li>Series 66 license within 90 days of passing the Series 7exam</li></ul>The Purpose of Your RoleThe Associate Retirement Planner is not only a voice for Fidelity but also a key member of the regional center team. You will open up conversations, listen for needs, identify new opportunities, and help springboard appointments for phone and field consultants.The Skills You Bring<ul><li>Superb interpersonal, customer interaction, and communication skills</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Consistent attention to detail and prioritization ability</li><li>Computer literacy having worked with multiple applications in the past</li></ul>The Value You Deliver<ul><li>You are developing rapport with Fidelity’s non-profit and public sector clients daily</li><li>You will directly impact TEM opportunities by identifying needs</li><li>You will learn how to handle a book of business while working closely with the Participant Engagement team.</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience.</li></ul>How Your Work Impacts the OrganizationYou will be an instrumental partner to individuals and families planning for retirement.You’ll play a meaningful role in promoting customer dedication.You will dedicatedly work with business partners and team members to understand the relevant details of your client’s needs and goals.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Retirement Planner Associate - Westlake, TX

<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 ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Planning Consultant - Southlake, TX

<h3>Job Description:</h3>The RoleThe Vice President, Alternative Accounting is responsible for overseeing all aspects of accounting operations across a wide range of product structures, including, but not limited to, Limited Partnerships, REITs, BDCs, Interval Funds, Digital Assets and Crypto. The role requires expertise related to responsibilities including team leadership, daily deliverable oversite, pivotal initiatives, business performance evaluation, and executive relationship management. You will work with other teams within FFIO as well as across the organization, collaborating with Asset Management, Legal, Risk, and Compliance on product launches, and build processes specific to fund record keeping, investor servicing, tax reporting, and financial reporting. Additionally, you will provide critical alternatives subject matter expertise to drive innovation to ensure the Alternative Accounting Team can support Fidelity’s growing Alternative product offerings.<ul><li>Provide guidance with product development, implementation, and ongoing accounting operations of various alternative products including open and close ended partnerships in standalone and master feeder structures</li><li>Perform detailed review of activity within the portfolios including but not limited to valuation, investor allocations, complex expense calculations</li><li>Assist with internal and external auditor, risk, and compliance inquiries</li><li>Provides feedback, direction, assists in development of and ensures proper cross-training of analysts within team</li><li>Support the implementation of operations processes and procedures for new products</li><li>Ensure that all processes have sufficient Risk and Compliance controls and policies and procedures are communicated and followed.</li></ul>The Expertise &amp; Skills You Bring<ul><li>Bachelor’s degree in finance/accounting or equivalent with 15+ years of experience in financial services with at least 10 of those years spent in Private Equity/Hedge Funds and Alternative Investments or Master’s degree with 10+ years of experience in same.</li><li>Experience with Geneva and Geneva World Investor and proficiency in various PC software applications including Microsoft Excel, Word and PowerPoint preferred.</li></ul><ul><li>Advanced knowledge of the front to back operations of alternatives products with working knowledge of private equity and private debt, digital assets and cryptocurrencies, hedge fund products, BDCs, and REITS</li><li>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.</li><li>Advanced understanding of partnership accounting, investor allocations, multi-layered fund structures, and complex investor level management fee and incentive fee calculations</li><li>In-depth knowledge of US GAAP</li><li>Experience supporting portfolio expense caps, recoupments, and revenue share agreements.</li></ul><ul><li>Outstanding analytical skills, project management, and problem-solving capabilities.</li><li>Excellent communication skills with the ability to develop and deliver cogent, informative presentations to all levels of business leadership, including senior executives.</li><li>Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makers.</li></ul><ul><li>Experience building and managing a team, sharing knowledge on Alternative products and end to end operations, and the ability to mentor/coach/develop talent in others to their full potential and sustained outstanding performance</li><li>Ability to collaborate and influence others, build and maintain working relationships, and deliver results and/or expertise in a professional manner.</li><li>Note: Fidelity will not provide immigration sponsorship for this position. </li></ul>The Team The Alternative Accounting Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The FFIO Alternative Accounting Team performs the daily, monthly, and quarterly pricing and bookkeeping for Fidelity’s alternative products, including fund structures with varying complexities with strategies focused on digital assets, distressed debt, direct lending, derivatives, private equity, and real estate.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

703 Jobs in Westlake, TX, USA