field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h4>Description</h4> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City, UT or Westlake, TX. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. The Expertise We’re Looking For <ul><li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li></ul>The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring<ul><li>Your proficient verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday </li></ul>The Value You Deliver<ul><li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </li></ul>How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

Fidelity TalentSource

Client Experience Specialist

Title Per Diem Counselor - FLEXIBLE SCHEDULES&nbsp; About the Organization Concern Housing is a non-profit agency committed to helping individuals and families to live in the community with dignity and enhanced opportunities through the provision of housing and support services. We are one of the largest housing agencies of this kind in New York State, currently serving approximately 1,300 individuals and families in over 240 locations. Concern offers a variety of housing options with individualized support services designed to support personal growth and independence. Our workplace culture thrives by embracing diversity and rewarding innovative ideas. Diversity at our agency means fostering a workplace in which individual differences are recognized, appreciated, respected and responded to in ways that fully develop and utilize each person's talent and strengths.&nbsp; Position Per Diem Counselor&nbsp; Full-Time/Part-Time Per Diem&nbsp; Location Suffolk County, Long Island, NY&nbsp; Salary $20.00/hr.&nbsp; Days/Hours 24/7; Days, Evenings, Weekends and Overnight shifts available&nbsp; Description Concern Housing is seeking Per Diem Counselors to join our growing agency and&nbsp;provide&nbsp;relief coverage&nbsp;at our Long Island programs.&nbsp;Per Diem allows you to work around your schedule while you gain experience and knowledge in the non-profit, social work field. Great opportunity for professional development, for college students, or individuals looking for a supplemental&nbsp;income with flexible hours!&nbsp;Flexible shifts available 24/7! Responsibilities include but are not limited to:&nbsp; <ul><li>Provide site or program coverage as needed.</li><li>Monitor medications as needed and required.</li><li>Responsible for documentation of client contact, collateral contracts and any other relevant information.</li><li>Assist clients with household/apartment responsibilities as needed.</li><li>Provide transportation in agency vehicles for clients as needed.</li><li>Responsible for performing other tasks as needed and assigned by supervisor.</li><li>Remain current with all Agency required compliance documents and trainings</li></ul> Pay Rate: $20/hr. &nbsp; Position Requirements Per Diem Counselors are required to have a High School Diploma or equivalent and some experience in a similar setting or education in the field of Psychology, Social Work, Rehabilitation Counseling or related field. Concern Housing offers an Agency Sponsored Retirement Plan and Employee Sponsored 403(b) Retirement Plan for part time employees. Concern encourages employee growth, offering Educational Assistance and Scholarship Programs, Licensure Reimbursement and Possible Internship/Clinical Supervision. Referral Bonuses are also available!&nbsp; EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.&nbsp; This position is currently accepting applications. Apply Now

Concern Housing

Per Diem Counselor - FLEXIBLE SCHEDULES

<h4>Description</h4> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate towork in Westlake, TX. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. The Expertise We’re Looking For <ul><li>Bachelor’s degree preferred</li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li></ul>The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring<ul><li>Your proficient verbal and written communication skills required</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You are able to proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday</li></ul>The Value You Deliver<ul><li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits</li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.</li><li>Interact with other internal Charitable business units as needed</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Deliver a great customer experience with each interaction</li></ul>How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Company Overview At Fidelity, we are focused on 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. For information about working at Fidelity, visit F

<h4>Description</h4> Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah. The Expertise we’re Looking For: <ul><li>Bachelor’s degree or equivalent experience </li><li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required. </li><li>Strong and effective verbal and written communication skills </li><li>Demonstrated attention to detail, with good follow-through </li><li>Strong organizational, planning, multi-tasking, time management skills </li><li>Demonstrated problem solving skills </li><li>Ability to work within tight deadlines </li><li>Demonstrated ability to identify and mitigate potential areas of risk </li><li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus </li><li>Knowledge of 501(c)(3) non-profit organizations, a plus </li></ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day. The Skills You Bring <ul><li>You have a high sense of urgency and understand when to escalate </li><li>Your strong and effective verbal and written communication skills </li><li>Your very best problem-solving skills with excellent follow-through </li><li>Your strong organizational skills, planning, and time management </li><li>You are a team player with the ability to influence without authority </li><li>You are flexible with overtime as requested (especially December – Giving Season) </li></ul> The Value You Deliver <ul><li>Collaborating with internal Charitable business partners to fulfill special handling </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Delivering a great customer experience with each interaction to help strengthen donor relationships </li><li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting </li><li>Process high value transactions </li><li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items </li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization </li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance </li><li>Maintain up-to-date procedures for those functions for which responsible </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com

Grants Analyst

<h4>Description</h4> Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah. The Expertise we’re Looking For: <ul><li>Bachelor’s degree or equivalent experience </li><li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required. </li><li>Strong and effective verbal and written communication skills </li><li>Demonstrated attention to detail, with good follow-through </li><li>Strong organizational, planning, multi-tasking, time management skills </li><li>Demonstrated problem solving skills </li><li>Ability to work within tight deadlines </li><li>Demonstrated ability to identify and mitigate potential areas of risk </li><li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus </li><li>Knowledge of 501(c)(3) non-profit organizations, a plus </li></ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day. The Skills You Bring <ul><li>You have a high sense of urgency and understand when to escalate </li><li>Your strong and effective verbal and written communication skills </li><li>Your very best problem-solving skills with excellent follow-through </li><li>Your strong organizational skills, planning, and time management </li><li>You are a team player with the ability to influence without authority </li><li>You are flexible with overtime as requested (especially December – Giving Season) </li></ul> The Value You Deliver <ul><li>Collaborating with internal Charitable business partners to fulfill special handling </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Delivering a great customer experience with each interaction to help strengthen donor relationships </li><li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting </li><li>Process high value transactions </li><li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items </li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization </li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance </li><li>Maintain up-to-date procedures for those functions for which responsible </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com

<h3>Job Description:</h3><h3>The Role</h3>Fidelity's Workplace Digital Experience (WDX) architecture team is looking for an expert architect who will have a critical aspect of enterprise architecture for driving IT and business strategy. It serves to gain a higher-level understanding of business vision and drive technology solutions. Now more than ever, an increased business focus and understanding is needed to anticipate or predict business need, gain competitive advantage and revenue growth and overall delight end customers.<h3>The Expertise and Skills You Bring</h3><h3>The ideal candidate for this role:</h3><ul><li>Experienced in developing enterprise-wide perspectives with strategic, process, and capability insights.</li><li>Deep expertise in client-side tech like Angular, JavaScript/TypeScript, and eventing strategies.</li><li>Experienced in designing microservice architectures and building RESTful digital APIs</li><li>Extensive experience with desktop interoperability using Open Fin or Interop.IO frameworks.</li><li>Skilled in crafting visually engaging business model portfolios tailored to diverse audiences and solutions.</li><li>Serves as a liaison, translating business needs into tech solutions while balancing opportunities and constraints.</li><li>Assimilate and correlate disconnected documentation and diagrams, and articulate their collective relevance to the organization.</li><li>Acts as a trusted advisor, shaping product roadmaps through strategic guidance aligned with business goals.</li></ul>We are looking for someone who holds a Bachelor’s degree or higher in Computer Science, or has equivalent experience in this or a related field.<h3>The Team</h3>Our team is a fast-paced technology group that uses modern technologies to deliver customer-focused experiences for our participants, plan sponsors, and Fidelity associates. We are passionate about delivering innovative solutions that exceed our customer’s needs, and we accept diversity of thought and experience. We work very closely with business leaders, technology leaders, and engineering teams to delivery world-class solutions for our customers.<h3>Company Overview</h3>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.<h3>Join Us</h3>At Fidelity, you’ll find endless opportunities to build a significant career that positively affects 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 top 10 Best Place to Work in 2024. 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 inspired.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.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>.<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.

Fidelity Investments

Director, Architecture

Stockroom/Warehouse ManagerOTTO’s opportunity:Our Stockroom/Warehouse Manager will oversee and control the receipt of goods, work in process and shipping of product through the operation.Specifically, the Stockroom/Warehouse Manager will:<ul><li>Ensures products, parts or supplies are shipped, distributed or received in an efficient manner</li><li>Train and monitor the staff’s performance with department meetings and performance reviews</li><li>Effectively schedule the staff to meet current workload demands and expectations within the department</li><li>Support all OTTO departments to meet their needs and requirements</li><li>Continuous process improvement through cost savings and increasing efficiencies</li><li>Maintain accurate inventories through process control, cycle counts and floor stock physical inventories</li><li>Negotiate and work with the preferred carriers on contracts and resolving open issues</li><li>Manage cottage industry suppliers and outside processing of material</li><li>Assist with other related duties as required or assigned</li></ul>What you’ll need to bring to the table:<ul><li>Availability for a non-standard or extended work schedule</li><li>Basic computer skills</li><li>5 years related experience preferred</li><li>2 or 4 year degree preferred</li><li>Must be able to work and excel in a fast-paced environment</li></ul>What OTTO offers for this specific position:The hiring range listed in this posting is what we, in good faith, anticipate relying on when confirming a base salary for this position; exceptions may be considered for highly experienced candidates with multiple years of at-level experience.<ul><li>Target base salary hiring range: $80,000 to $95,000, based on qualifications and experience.</li><li>Profit Sharing Bonus - OTTO believes that it’s fair to share the profits that the employees help to make; profit sharing is distributed to employees twice a year. OTTO’s profit sharing plan is paid at the discretion of the company and is not a guaranteed bonus or any part of a compensation plan.</li><li>Management incentive: Management Bonus Plan</li><li>Vacation: 120 hours - vacation time is earned on the anniversary date.</li></ul>OTTO’s Benefits:Health:Medical Insurance-<ul><li>HMO Plan</li><li>Standard PPO Plan</li><li>Enhanced PPO Plan</li><li>High Deducible PPO Plan</li><li>FSA, LFSA, and HSA</li></ul>Dental Insurance-<ul><li>Base Plan</li><li>Buy-Up Plan</li></ul>Vision Insurance401(k) with a company matchLife insurance:<ul><li>Life/AD&amp;D</li><li>Voluntary Life/AD&amp;D</li><li>Short-Term Disability</li><li>Long-Term Disability</li></ul>10 paid holidaysCompany picnicHoliday partyAND numerous OTTO celebrations throughout the year!To review all of OTTO’s available opportunities,please visit our career page by clicking on the link below:<a href="https://otto-engineering-inc.breezy.hr/" target="_blank">https://otto-engineering-inc.breezy.hr/</a>OTTO Engineering is an Equal Opportunity Employer: Disability/VeteranFederal Notices<a href="https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf" target="_blank">Federal EEOC - Know Your Rights</a><a href="https://www.nlrb.gov/sites/default/files/attachments/pages/node-251/employee-rights-under-the-nlra-poster-two-page-85-x-11-version-pdf-2022.pdf" target="_blank">NLRB Notice</a><a href="https://8765373.fs1.hubspotusercontent-na1.net/hubfs/8765373/HR/E-Verify_Participation_Poster%20(002).pdf" target="_blank">E-Verify</a>Request for Assistance / Reasonable Accommodation:If you are a qualified individual with a disability or a disabled veteran, please let us know if you require a reasonable accommodation to complete any part of the online application process. You may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability.If you need an alternative method for applying, please contact OTTO Engineering via telephone at 847-428-7171 or email at HRDepartment @ ottoexcellence.comThese contact tools may be used only by individuals with a disability for accommodation requests; please do not inquire as to the status of an application.OTTO Engineering does not accept unsolicited resumes from third party recruiters, agencies, or similar organizations; any submissions will not be honored.

Stockroom/Warehouse Manager - Controls

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day. The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Salt Lake City, Utah or Westlake, TX. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day. The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com

Director, Business InsightsPlease note that we do not offer visa sponsorship for this position.Company Summary Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good. Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.We invite you to explore what we have to offer and to join our cause.Role SummaryWe are seeking a visionary and strategic leader to head our analytics function, responsible for transforming data into actionable insights that drive business performance across life &amp; annuity operations. This role will lead the development and execution of a comprehensive analytics strategy that enhances decision-making, mitigates risk, improves operational efficiency, and strengthens our competitive position.The ideal candidate will act as a key liaison between analytics and business stakeholders, ensuring team efforts are aligned with organizational goals. They will champion a data-driven culture by crafting compelling data narratives and advancing data literacy across life &amp; annuity operations.With a strong strategic lens, this role will identify critical business drivers, forecast emerging trends, and support high-impact decisions through advanced modeling and scenario planning. The successful candidate will collaborate cross-functionally to enhance our data infrastructure and governance, while leading, mentoring, and growing a high-performing analytics team. This is a unique opportunity to make a significant impact at both a strategic and operational level.Essential Duties and Responsibilities<ul><li>Analytics Strategy: Lead and execute an analytics strategy that defines how life &amp; annuity operations will use data and analytics to drive decision-making, improve efficiency, reduce risk, enhance customer experience, and gain competitive advantage. Successful execution of the strategy will be measured not by the number of reports and dashboards created but by the extent to which leaders are able to see through new eyes in terms of how they manage the business and drive improved business performance within life &amp; annuity operations.</li><li>Strategic Influence: Identify performance drivers, anticipate trends, identify risks and guide life &amp; annuity operations by delivering complex models/solutions that support scenario planning and allow for an objective assessment of strategic decisions. Serve as a thought partner for business leaders providing advice and counsel on managing by the metrics.</li><li>Stakeholder Engagement: Develop a deep understanding of business needs in close collaboration with senior business leaders. Leverage prior experience acting as a player coach to seed new ideas. Focus team efforts on finding creative solutions to complex problems such as capacity planning. Spearhead the creation of advanced reports and user-friendly analytics solutions that guide decision making.</li><li>Data Driven Culture: Empower stakeholders to take specific action by crafting compelling data narratives that unveil hidden truths. Develop a strategy to teach and promote data literacy across life &amp; annuity operations.</li><li>Capability Building: Collaborate with data engineering and data governance to drive continuous improvement focused on enhancing data continuity, accuracy, and value. Support enterprise efforts to democratize Gen AI by identifying and executing on approved use cases relevant to life &amp; annuity operations.</li><li>Team Leadership &amp; Development: Elevate the analytical capabilities of the team through coaching, mentoring, and demonstrating more advanced analytical solutions. Develop associates into player coaches who can guide leadership in managing by the metrics.</li></ul>Minimum Qualifications <ul><li>Bachelor’s degree in Data Science, Statistics, Actuarial Science, Mathematics, Computer Science, Economics, or a related quantitative field</li><li>8+ years of experience in data analytics, actuarial analysis, or business intelligence, with at least 4 years in the life insurance or broader financial services industry</li><li>Deep understanding of life &amp; annuity products, underwriting, claims, risk management, and customer lifecycle dynamics</li><li>3+ years in a management or strategic leadership role, leading analytics teams and cross-functional initiatives</li><li>Proficiency in analytics and statistical programming tools, experience with data visualization platforms predictive modeling software</li><li>Demonstrated ability to use data to drive insights around profitability, risk mitigation, and customer value in an insurance context</li><li>Strong track record of building, mentoring, and managing high-performing analytical teams</li><li>Excellent communication and data storytelling skills, with the ability to influence senior leaders and bridge the gap between technical and business stakeholders</li><li>Passion for cultivating a data-driven culture and promoting data literacy within a traditional industry environment</li></ul>Preferred Qualifications <ul><li>Master’s degree in a quantitative discipline (e.g., Data Science, Actuarial Science, Applied Mathematics, Statistics, or Business Analytics) or an MBA with a strong focus on analytics.</li><li>Experience with advanced modeling techniques including predictive analytics, machine learning, or AI applied to life insurance use cases (e.g., underwriting automation, claims fraud detection, customer churn prediction).</li></ul><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

333 Non Profit Jobs