field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.<br><br></p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.<br><br></p><p><strong>How will you make an impact in this role?</strong></p><p>The&nbsp;Accounts Payable (AP) Automation Sales Manager&nbsp;will be responsible for driving sales from prospective clients in partnership with internal partners on all key activities related to the sourcing, qualifying, presenting, and ramping of Accounts Payable software solution deals. The ideal candidate works in tandem with internal partners to drive charge volume through Accounts Payable software solutions. The ideal candidate also engages directly with clients to understand customer needs and leverage product knowledge to deliver innovative business solutions that provide ongoing value to new customers through the American Express business suite of products.</p><p><strong>Job Responsibilities</strong></p><ul><li>Partner with Sales, Marketing, and internal partners on targeted accounts to generate strong pipeline</li><li>Leverage various contact methods such as cold calling or in-person meetings to secure profitable sales through self-generated leads</li><li>All prospecting must be facilitated with integrity, and in accordance with our values, with a focus on profitably delivering solutions commensurate with the prospective client’s needs.</li></ul><p><strong>Pipeline management</strong></p><ul><li>Effectively manage a pipeline of prospective AP Automation customers provided by American Express and self-prospect</li><li>Turn leads into prospects (contacts who know you and are willing to share info on available opportunity), follow up with contacts in CRM database, and probe for potential opportunities with the prospects</li></ul><p><strong>Client solution and delivery</strong></p><ul><li>Understand customer requirements and jointly develop solution in accordance with customer requests, bring in product specialists to meet with customer, and continue conversations to understand areas for improvement</li><li>Maintain a high level of knowledge and expertise across all AP Automation software offerings as the expert within American Express</li><li>Coach and train Sales teams to effectively identify opportunities and schedule appointments</li><li>Identify opportunities through needs assessment, serving as a consultant to the customer’s business; recommend the best tools to optimize and improve client’s payment processes</li><li>Coordinate internal resources to ensure smooth delivery of the solution and platform, and implementation</li><li>Drive collaboration across internal stakeholders, i.e., product and marketing teams.</li><li>Manage and execute all key phases of the sales process from sourcing to closing<br><br><br><strong>Compliance</strong><br><br></li><li>Ensure all aspects of the American Express Code of Conduct, and our Business Conduct policies, standards, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements</li></ul><p><strong>Knowledge and Skills</strong></p><ul><li>Consultative selling</li><li>Effectively identifies client needs to configure solutions that address client requirements and deliver value</li><li>Influence &amp; persuasion</li><li>Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services</li><li>Demonstrating value</li><li>Proactively and consistently demonstrates the value of partnering with American Express</li><li>Results focus</li><li>Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks</li><li>Market, industry, &amp; product knowledge</li><li>Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation</li></ul><p><strong>Attributes</strong></p><ul><li>High learning agility</li><li>Intellectually curious</li><li>Collaborative and growth mindset</li><li>Personal accountability</li><li>Compliance focused</li></ul><p><strong>Experience</strong></p><ul><li>Bachelor's degree preferred</li><li>Minimum of 5 years in a direct client facing role with commercial customers</li><li>Experience partnering with clients across various markets / industries</li><li>Experience in a highly regulated industry</li><li>The ability to understand complex technology and articulate it in simple non-technical terms</li><li>Experience working with 3rd party SAAS partnerships to assist with lead generation.</li><li>Solid track record of working with sales process engineering and complex business processes</li><li>Demonstrated ability to work with teams</li><li>Strong working knowledge of AP and ERP solutions and software</li><li>Deep understanding of the overall Procure to Pay processes</li><li>Proficient in discussing and selling in our full AP Automation product suite</li><li>Ability to thrive in highly fluid environments, where technology and processes are always transforming</li><li>Ability to bring along peered stakeholders in an organization from C level to Accounts payable clerk</li><li>Ability to quickly make decisions and drive results in a dynamic and ever-changing environment</li><li>Creative problem-solving skills with track record of overcoming objections to drive growth</li><li>Understanding of risk management decisions and processes</li><li>Ability to lead informally, collaborate and build relationships within and across all levels of the organization (i.e., Product, Marketing, Servicing, Risk, Sales, etc.)</li><li>Strong communication and presentation skills, with the ability to tailor a message to a diverse set of audiences (customer, colleague, business partners, leadership)</li><li>Excels at prioritizing multiple tasks, developing daily, weekly, and monthly call strategies</li><li>Availability to travel up to 10%</li></ul><p>Salary Range: $86,250.00 to $158,250.00 annually + sales incentive + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.</p>

American Express

Accounts Payable (AP) Automation Software Regional Manager (Field Sales - Los Angeles)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Fidelity Health Sr. Risk Manager will provide risk management support to the Fidelity Health Domain and Operations teams with an emphasis on emerging, debit card, and spending account products and initiatives. Your partnership with these teams will help to ensure risks are appropriately considered and mitigated as new and changing products and services are developed for our Fidelity Health client base and their customers. This includes supporting a debit card program management function within Fidelity Health. </p><p>You will help your business partners by:</p><ul><li>Conducting risk assessments</li><li>Performing control reviews</li><li>Managing and mitigating risk incidents</li><li>Providing analysis and reporting</li><li>Fostering strong partnerships and relationships to influence change</li><li>Working with partners in Legal and Compliance to support regulatory changes or issues</li><li>Assisting our internal and external Audit partners, and </li><li>Ensuring there is appropriate reporting, communication and awareness on issues identified to make sure the business and Risk organizations are making informed decisions. </li></ul><p><strong>The Expertise You Bring</strong></p><ul><li>Knowledge of debit card program management risk oversight</li><li>Health and welfare administration and/or health savings account industry knowledge a plus.</li></ul><ul><li>Understanding Fidelity's digital offerings and cloud technologies. </li><li>Proven problem-solving skills and experience making decisions.</li><li>Risk assessment and / or controls or audit experience.</li><li>Strong analytical and communications skills.</li><li>Working knowledge in the field of data analytics a plus.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>A dedication and willingness towards continuous improvement and learning new skills and capabilities.</li><li>Reinforcing the focus on being a collaborative partner in helping FH execute on their goals and proactively identifying risks to facilitate that execution.</li><li>Understanding of agile principles.</li><li>Excellent communication, collaboration and influencing skills. The ability to influence others is crucial. </li><li>A skillset that can summarize and present findings in an organized and professional manner. </li><li>An ability to interact with all levels of the organization and appropriate business partners.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>You have a risk mindset and will drive – through a risk-based approach – thought leadership that assists with outcomes.</li><li>Coordinating and appropriately escalating incidents and supplying reporting to senior leaders to help identify risks and assist with appropriate mitigation strategy recommendations.</li><li>To be able to clearly and succinctly convey high level summaries of projects, areas of concern, and actions/decisions needed to move forward. You must clearly tell the story and help the business understand any risks associated with deliverables and suggested actions to mitigate or accept these risks.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Your primary role is to work closely with the Fidelity Health and Benefits Accounts Operations and Product teams to understand business risks related to core and ongoing operations, as well as new and emerging products, services and technology. As a representative of the FH Risk team, you will interact with leaders and associates at many levels in the FH Operations and Domain. It will require an individual who works well both independently and as part of a larger cross-functional group. You will be involved in various projects that will assist Fidelity Health with achieving business objectives. </p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>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.</p><p>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.</p>

Fidelity Investments

Sr. Risk Manager

Department: Finance
<p><strong>About Us:</strong></p>
<p>Ballard Spahr is a renowned national law firm with more than 750 lawyers across 18 offices in the United States.  A career at Ballard Spahr offers a diverse group of mentors, colleagues, and friends, and strong leadership that provides support and encouragement for career growth.</p>
<p>Are you ready to take your career to the next level? Join our vibrant Denver office as a Legal Administrative Assistant, specializing in Housing and Real Estate Finance. Work alongside talented transactional lawyers in a collaborative, high-energy environment where your expertise will shine. Enjoy a beautiful, modern workspace, on-site fitness center, and a flexible hybrid schedule, three days a week in the office, and achieve the perfect work-life balance.</p>
<p><strong>Why Join Us? </strong></p>
<ul>
<li><strong>Innovative Work Environment:</strong> Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm's executive leadership.</li>
<li><strong>Professional Development:</strong> Take advantage of continuous learning opportunities and avenues for career growth.</li>
<li><strong>Inclusion: </strong>Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.</li>
<li><strong>Impactful Contributions:</strong> Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service. </li>
</ul>
<p><strong>Your Role: </strong></p>
<p>As a Legal Administrative Assistant within our Finance team, you will:</p>
<ul>
<li>Provide overall legal administrative support, including extensive document production, redlining and coordinating closing materials.</li>
<li>Ensure fee earners' daily time entries are drafted in accordance with firm and client guidelines; and enter information into firm systems in a timely fashion.</li>
<li>Prepare new business intake forms and open new client matters.</li>
<li>Prepare and submit expense reimbursement diaries and process invoices.</li>
<li>Maintain schedules and calendars, making travel arrangements, updating contacts, and other work as needed. </li>
</ul>
<p><strong>What We're Looking For: </strong></p>
<ul>
<li><strong>Growt</strong><strong>h Mindset:</strong> Self-motivated with a passion for continuous learning and problem-solving.</li>
<li><strong>Communication:</strong> Strong verbal and written communication abilities.</li>
<li><strong>Detail-Oriented:</strong> Keen attention to detail with the ability to manage multiple priorities and deadlines independently.</li>
<li><strong>Collaboration: </strong>Work collaboratively with team members by assisting other LAAs and fee earners on a regular basis.</li>
</ul>
<p><strong>Required Experience:</strong></p>
<p>A minimum of three years of experience in a legal environment or another professional environment, such as a financial institution, is required.  Previous real estate transactional experience in a law firm a plus. Requirements include technical proficiency in Microsoft Office, particularly with Word. Superior organization is needed to oversee file maintenance. Top-notch accuracy, spelling, grammar and proofreading skills necessary. The position also involves the creation and editing of PDFs and Excel spreadsheets.</p>
<p>The salary range for this position is from $75,000- $85,000, which reflects the Firm's good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate's experience, and qualifications. The ability to work until 6 pm, Monday-Friday is preferred.</p>
<p>Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found <a href="https://www.ballardspahr.com/careers/staff" target="_blank">here</a> in the Careers section of the firm's website.</p>
<p><strong>Ready to Grow with Us?</strong></p>
<p>If you are ready to play a vital role in the Firm's success, we encourage you to apply and be a part of our commitment to excellence.</p>
<p>At Ballard Spahr, we believe that our skills, perspectives, and backgrounds drive innovation and excellence, while our unique culture fosters collaboration and success. Our culture of thriving together forms the cornerstone of how we deliver exceptional service and position our firm for a strong future. We welcome and encourage applicants from all backgrounds to apply.</p>
<p>Ballard Spahr is an equal opportunity employer. We offer equal consideration to all qualified applicants, regardless of race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.</p>
<p>The firm is not accepting resumes from search firms for this position.</p>

Ballard Spahr LLP

Legal Administrative Assistant

<strong>Take your career further with McLane!  </strong><br><br>McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. <br><br>The Operations Director provides leadership and guidance for DC operational functions such as Transportation, Warehousing, facilities management, building layout, racking and systems, inventory management, and quality assurance. They plan, organize, manage, and support the projects and activities required for the DC with the training, tools, facilities and equipment necessary to support growth, QA compliance and continuous improvement towards productivity and service levels. <br><br><strong>Benefits you can count on: </strong><br><ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a Director of Operations II: </strong><br><ul><li>Participate in the development of overall business planning and supply chain planning strategies and develop explicit goals and strategies closely linked to the overall business planning and supply chain process.  </li><li>Coordinate with Corporate Operations Support staff on strategies to improve service levels and Key Performance Indicators (KPIs).  </li><li>Provide leadership for the Transportation and Warehouse departments.  </li><li>Communicate the status of activities and results on an ongoing basis. Ensure all affected location and functional interests are represented and addressed; develop/recommend alterations to procedures and best practices where warranted.  </li><li>Understand, articulate, and execute all QA criterion set forth in supply chain processes.  </li><li>This position has additional duties. Special projects may be assigned at the position supervisor's discretion. </li></ul><br><strong>Qualifications you'll bring as a Director of Operations II: </strong><br><ul><li>3+ Have a bachelor's degree in Logistics, Business, Accounting, or a related field. </li><li>Have at least 5 years of experience in all facets of the foodservice distribution Industry, preferably in the QSR sector.  </li><li>Accounting, planning, and analytical experience is required.  </li><li>Preferred experience with AS/400 systems, JDE, EXCEL, Microsoft Word, and Access programs; XATA, PeopleNet or similar programs.  </li><li>Have a detailed understanding of financial statements and resulting cost implications.  </li><li>Be able to identify financial issues and provide cost effective solutions.  </li><li>Be able to use IT systems to generate and evaluate key performance data. </li><li>Have experience with multi-shift, 6- to 7-day operations.  </li><li>Have management experience with large DC and driver workforces (200+).  </li><li>Ability to cultivate and manage relationships with customers (100+, comprising 1,000-2,000 stores) and maintain high visibility with major customers, co-ops, and corporate customers. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Director of Operations

<p><strong>Remote, Nationwide – Seeking Provider Enrollment Specialist</strong></p><p><strong>Everybody Has A Role To Play In Transforming Healthcare</strong></p><p>At Vituity you are part of a larger team that is driven by our purpose to improve lives. We are dedicated to transforming healthcare through our culture by working together to tackle healthcare’s most pressing challenges from the inside.</p><p><strong>Join the Vituity Team.</strong> At Vituity we’ve cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call “culture of brilliance.” Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done.</p><p><strong>Vituity Locations:</strong> Vituity has opportunities at 475 sites across the country, serving 9 million patients a year. With Vituity, if you ever need to move, you can take your job with you.</p><p><strong>The Opportunity</strong></p><ul><li>Prepare, submit, and scan approximately 1,000 provider enrollment applications per year for Medicare, Medicaid, Blue Cross, Blue Shield, CAQH and other payer programs as needed and is responsible for all aspects of payer portal access for individual providers.</li><li>Submit all applications to supervisor/manager for audit, working towards an error rate of less than 10%. &nbsp;</li><li>Monitor submitted provider enrollment applications to ensure approvals are received and communicated to billing team prior to timely filing, working towards the team’s overall goal of not having pending applications over 6 months after the start date. &nbsp;</li><li>Approvals are received and communicated to billing team prior to timely filing, working towards the team’s overall goal of not having pending applications over 6 months after the start date. &nbsp;</li><li>Manage daily administrative duties with an emphasis on enhancing efficient workflows.</li><li>Prioritize requests, manage time, and workload to execute project plans within given deadlines. &nbsp;</li><li>Comfortable with working remotely full-time. Ability to work independently with little guidance and adapt. &nbsp;</li><li>Respond to internal and external inquiries on routine enrollment and contract matters, including follow-up with payers on applications as frequently as every 2 weeks.</li><li>Serve as liaison between billing company, providers, and payer representatives to resolve all provider enrollment issues with assistance from supervisor/manager.</li><li>Coordinate credentialing process with assistance of an on-site administrator as needed to complete credentialing for initial, updating, and add-on applications and maintenance processes.</li><li>Communicate with providers and other departments to update as needed, clarify carrier information requirements, and maintain a strict level of confidentiality for all matters pertaining to provider credentials.</li><li>Salesforce configuration changes including but not limited to record types, dashboards, reports, and custom settings. &nbsp;</li><li>Update records in Salesforce with billing numbers, contract information, submission dates of applications, and notation of any communications or problems that require attention.&nbsp;Record extensive documentation in databases for any ongoing or open tasks.</li><li>Ability to use Salesforce data loader for bulk import of data to individual enrollment contracts. &nbsp;</li><li>Ability to use DocuSign to send out PE documents, obtain required client signatures, and follow up with the carriers on documentation submitted. &nbsp;</li><li>Deactivate inactive providers from Medicare, Medicaid, and other payers to remain compliant with federal and state regulations.</li><li>Ensure data integrity and participate in trainings and development to mitigate compliance risk with state and federal regulations. &nbsp;</li><li>Work with multiple departments to review proforma for new contracts and assist to protect revenue.</li><li>Learn to research numerous payer issues and work to resolve with payers and billing company quickly and effectively with oversight from supervisor/manager with overall goal to lose less than $100K in revenue per year. &nbsp;</li><li>Contribute and assist with implementation of process improvement ideas by participating in payer trainings and webinars as needed.</li><li>Support research, review, and testing of educational materials for organization growth.</li></ul><p><strong>Required Experience and Competencies</strong></p><ul><li>HS Diploma in combination with relative work experience required.</li><li>2-4 years related healthcare experience required.</li><li>Bachelor’s degree is preferred.</li><li>3+ years of related healthcare experience preferred.</li><li>Knowledge of billing or reimbursement is desired</li><li>Provider Enrollment experience is desired</li><li>Ability to effectively interact with providers, payer representatives, internal departments, team members, and other stakeholders, both in written and verbal communication.</li><li>Ability to accomplish tasks thoroughly and accurately</li><li>Ability to effectively manage time and organize</li><li>Ability to learn billing processes, including timely filing and claims denial reasons</li><li>Proficient in Microsoft Office Suite (Word, Excel, Outlook, OneNote, OneDrive, PowerPoint, etc.)</li><li>Knowledge of additional technology-based assistance (Teams, SharePoint, etc.)</li><li>Knowledge of online Medicare/Medicaid enrollment systems, Identity &amp; Access system, Counsel for Affordable Quality Healthcare system, Medicare enrollment specialties, and National Provider Identifier taxonomies</li><li>Knowledge of Medicaid enrollment process (including revalidations, medical license expirations, deactivations, NPI taxonomy importance, how data flows to Medicaid managed cares, Medicaid billing manuals, state administrative codes, border state enrollment process, out of state enrollment process, etc.)</li><li>Knowledge of Salesforce (including Individual Enrollment Contracts, Group Enrollment Contracts, Contracts, Work History, Provider Status, and Clinical Activities objects), and utilizing dashboards and reporting to develop internal preference for ongoing workload management</li><li>Develop critical thinking skills and professional relationships</li></ul><p><strong>The Community</strong></p><p>Even when you are working remotely, you are an important part of the Vituity Community. We offer plenty of opportunities to engage with other Vitans through a variety of virtual meet-and-greets, events and seminars.</p><ul><li>Monthly wellness events and programs such as yoga, HIIT classes, and more.</li><li>Trainings to help support and advance your professional growth.</li><li>Team building activities such as virtual scavenger hunts and holiday celebrations.</li><li>Flexible work hours.</li><li>Opportunities to attend Vituity community events including LGBTQ+ History, Día de los Muertos Celebration, Money Management/Money Relationship, and more.</li></ul><p><strong>Benefits &amp; Beyond*</strong></p><p>Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future.</p><ul><li>Superior health plan options</li><li>Dental, Vision, HSA/FSA, Life and AD&amp;D coverage, and more</li><li>Top Tier 401(k) retirement savings plans that offers a $1.20 match for every dollar up to 6%</li><li>Outstanding Paid Time Off: 3-4 weeks’ vacation, Paid holidays, Sabbatical</li><li>Student Loan Refinancing Discounts</li><li>Professional and Career Development Program</li><li>EAP, travel assistance, and identify theft included</li><li>Wellness program</li><li>Purpose-driven culture focused on improving the lives of our patients, communities, and employees</li></ul><p>We are excited to share the base salary range for this position is $22.90 - $28.63, exclusive of fringe benefits or potential bonuses. This position is also eligible to participate in our annual corporate Success Sharing bonus program, which is based on the company’s annual performance. If you are hired at Vituity, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. We believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please speak with a recruiter for more details.</p><p>We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us.</p><p>Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity.</p><p>*Benefits for part-time and per diem vary. Please speak to a recruiter for more information.</p><p><strong>Applicants only. No agencies please.</strong></p>

Vituity

Provider Enrollment Specialist - Remote - Nationwide

<h3>Job Description:</h3><p><strong>Managing Director, Relationship Manager</strong></p><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40 – 50 client relationships that may range $10 – $40M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.</p></li><li><p>3+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</p></li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li><p>Your retirement plan record keeping and administration experience.</p></li><li><p>Your relationship management experience.</p></li><li><p>You have excellent verbal and written communication skills.</p></li><li><p>Your excellent organization and time leadership skills and attention to detail.</p></li><li><p>You have shown problem-solving skills.</p></li><li><p>Your effective presentation skills, influence and negotiation skills.</p></li><li><p>You have experience working with Financial Advisors.</p></li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</p></li><li><p>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.</p></li><li><p>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</p></li><li><p>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</p></li><li><p>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</p></li><li><p>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</p></li><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</p></li><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</p></li><li><p>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</p></li><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</p></li><li><p>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</p></li><li><p>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</p></li><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</p></li><li><p>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</p></li><li><p>Developing strong working relationships internally.</p></li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p>The base salary range for this position is $80,000 - $130,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>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. </p><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><p>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.</p><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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

Relationship Manager - Greenville, DE

<h3>Job Description:</h3><p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</p></li><li><p>Financial Services experience, we recommend five years</p></li><li><p>Degree and/or other professional certifications such as CFP are helpful</p></li></ul><h3>The Purpose of Your Role</h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><h3>The Skills You Bring</h3><ul><li><p>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Your appreciation for working in a dynamic and collaborative environment</p></li><li><p>Assurance that portfolios remain in accordance with compliance guidelines</p></li></ul><h3>The Value You Deliver</h3><ul><li><p>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</p></li><li><p>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</p></li><li><p>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</p></li><li><p>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</p></li></ul><h3>How Your Work Impacts the Organization</h3><p>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

Wealth Management Planning Consultant - Southlake, TX

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

Financial Consultant - Charlotte South

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>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</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

926 Client Services Representative Jobs