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<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Portland, Vancouver, Beaverton, TigardAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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

Client Support Specialist - Greater Portland, OR Area (REMOTE)

<h3>Job Description:</h3>The RoleReporting to Strategic Adviser’s Vice President, Managed Accounts Investment Solutions, the position will be a catalyst in the growth of managed accounts product including our dedicated mutual fund line-up that are the foundation of our advice solutions and investment capabilities within SAI.The Senior Manager, Managed Accounts Investment Solutions will assist in the development and execution of managed account product initiatives while continuously improving and supporting our current product offerings.An important role is to act as liaison between SAI investment professionals and key product, sales and service, communications, legal and compliance business partners. Effectively turning transforming our investment capabilities into clear and powerful value drivers for clients!Finally, you will lead the board reporting process of the Strategic Advisers multi-manager funds. You will also provide portfolio, performance and competitor profiles, analysis, and insight.In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity’s advice solutions in the marketplace! We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers.Primary ResponsibilitiesThe Senior Manager responsibilities within Strategic Advisers managed account offerings/capabilities will contribute to several exciting areas of the business.<ul><li>Provide business analysis and project management support which will assist in the definition of investment solutions that meet identified customer/market needs; and represent investment team needs in platform/implementation efforts to bring new capabilities and products to market</li><li>Contribute to product launches by assisting in representing the investment team to communicate the investment process, investment philosophy, portfolio construction positioning and messaging, representative training, as well as thought leadership</li><li>Provide ongoing product support in the form of communications and positioning of investment process and methodology, as well as facilitation of client exceptions, reporting/analysis enhancements, ad hoc channel requests and Board preparation for the PAS-dedicated multi-manager and underlying dedicated Fidelity SAI funds</li><li>Deliver competitive analysis and insights of the Managed Accounts marketplace by monitoring the performance, product enhancements, and product development of selected key competitors</li><li>Communicate the investment philosophy, process, resources and results to internal partners and will work closely with product professionals across Fidelity's distribution channels to support product positioning, product marketing, and product development</li><li>Generate valuable, decision-support reporting for internal and external audience to shape the future of our business and offerings</li></ul>The Skills and Expertise You Bring<ul><li>Four (4+) plus years of financial services experience, preferably in product management, product development or product strategy roles</li><li>Experience with mutual funds across multiple asset classes</li></ul><ul><li>Interpersonal and Influencing skills required along with confirmed ability to successfully engage with all levels of management across multiple business units.</li><li>Communication Skills and the ability to clearly, concisely and persuasively present complex proposals, issues and arguments, both in writing and verbally.</li><li>Analytical and Critical Thinking Skill required ensuring analyses are thoroughly vetted and sound</li><li>Project Management skills required to efficiently drive projects across the company and run critical dependencies</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager - Managed Accounts Investment Solutions

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66The base salary range for this position is $45,000 - $60,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales

Workplace Planning Associate - Greenwood Village, CO

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Dublin, CA

ABOUT US AND ABOUT YOUAs a division of SullivanCotter, C3 Nonprofit Consulting Group, helps mission-driven organizations navigate people, cultural and operational issues. C3 partners with nonprofit boards and leaders to develop compensation and rewards programs that align with strategic objectives and advance the success of their missions. Our work includes executive compensation, board compensation, employee compensation, pay fairness, benefits, investment team compensation and development staff compensation. Leveraging decades of experience working with healthcare and nonprofits alike as SullivanCotter, C3 now stands on its own to serve private and community foundations, policy and advocacy organizations, research institutes, colleges and universities, charitable and service organizations, arts and cultural organizations, and associations among others.<ul><li>We are motivated first and foremost by helping our clients succeed. Every Associate at SullivanCotter is laser-focused on providing exceptionally responsive and high-quality client experiences.</li><li>We don’t do cookie-cutter – we thrive on developing creative, customized solutions. We also don’t do boring.</li><li>We’re committed to giving you the time, flexibility, and autonomy to do the best work of your career.</li><li>You’ll be joining us at an exciting time in our exponential growth in serving mission-based clients.&nbsp;</li><li>While part of a team, you’ll work autonomously for the most part and we trust you to get work done when/where you can be productive. We are committed to a remote, agile workforce.</li><li>You model inclusivity and bring diversity of thought, critical thinking skills and experience to our team and the firm.</li></ul>PRIMARY DUTIES AND RESPONSIBILITIESAs a Compensation Consulting Manager with the C3 Nonprofit Consulting Group, you will enthusiastically:<ul><li>Bring subject matter expertise and experience with compensation consulting methodologies for executive and staff projects.</li><li>Manage the work of junior team members across client engagements and project teams to ensure effective planning, organizing, and management of strategic engagements&nbsp;</li><li>Develop a deep knowledge of the nonprofit industry</li><li>Contribute to all aspects of client engagements and are responsible for leading multiple compensation consulting projects.&nbsp;</li><li>Assist in the identification of follow-on work or new leads and the writing of project proposals and statements of work.</li><li>Synthesizing complex data and information into actionable results and recommendations.</li><li>Design, structure, and deliver reports, presentations, and other client deliverables.</li><li>Develop client relationships through effective communication (face-to-face discussions, telephone, video conferencing, email contact, etc.) and be a collaborative thought partner to client teams.&nbsp;</li><li>Provide leadership, analytical guidance, and creativity for technical work is critical to the success of our client engagement teams and our practice.&nbsp;</li><li>Responsible for growing the compensation consulting and client services business by leading and developing consulting resources in areas such as compensation analysis, technical training, planning, forecasting and compensation market assessments.</li><li>Assist with managing complex projects within established budgets and regularly monitoring the success of the client experience.</li><li>Develop subject matter expertise, proactively sharing knowledge, use of tools, processes, and methodologies established by the firm and effectively guiding junior associates in more complex research, data collection and compensation analytics.</li><li>Participate in team productivity by prioritizing work and demonstrating effective attention to detail, productivity, and high levels of efficiency to meet client project timelines.</li><li>Work to keep the client relationship manager apprised of project status, including delays or potential problems, holding yourself and team members accountable for client deadlines and deliverables.</li><li>Participate in client meetings as requested and anticipate client needs and questions.</li><li>Develop and implement tools, work product templates, processes, and methodologies that will improve productivity and quality.</li><li>Actively participate in workflow and client delivery meetings with a spirit of collaboration.</li></ul>EDUCATION AND EXPERIENCEWe find people who generally fit this profile have a high degree of success in this role:<ul><li>Bachelor’s degree.</li><li>Ten years or more of executive and staff compensation consulting experience, or fifteen or more years of related compensation analytical experience, involving data evaluation, financial modeling and presentation design with experience in compensation consulting.</li><li>Solid technical knowledge and experience working with Excel, Word, and PowerPoint.</li><li>Passion for serving organizations to solve complex compensation challenges.</li><li>Proficient skills in problem-solving and critical thinking, including the ability to:<ul><li>Recognize patterns in complex sets of data and develop practical models.</li><li>Analyze and interpret data using basic and advanced modeling techniques.</li><li>Anticipate challenges, identify alternate solutions, and drive the removal of obstacles impeding project/team progress.</li></ul></li><li>Excellent people and articulation skills, including the ability to:<ul><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps associates develop skills, experience, and growth opportunities.</li><li>Manage client delivery project teams.</li><li>Train and develop junior colleagues.</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content and factors in perspectives and interests of the audience.</li><li>Write concise project communications, documents, and presentations with an appropriate level of technical detail and complexity.</li></ul></li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment.</li></ul>BEHAVIORAL ATTRIBUTESYou will be at your best in this role when you:<ul><li>Exhibit high levels of enthusiasm and passion for serving the clients and appreciate the mission-based work of our clients.&nbsp;</li><li>Proactively cultivate a diverse, inclusive and equitable workforce.</li><li>Exude strong professional leadership presence and demeanor with the highest level of integrity, fairness and inclusivity.</li><li>Self-start and hold yourself, and others, accountable for the successful delivery of client deliverables.</li><li>Willingly contribute to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork).</li><li>Demonstrate selfless collaboration and a teamwork mentality.&nbsp;</li><li>Demonstrate intellectual curiosity, a passion for continuous learning, and a desire for diversity in thought, experience and ideas.</li><li>Commit to delivering work on time with the highest level of quality.&nbsp;</li><li>Self-reflectt and actively participant in your own development, as well as in the effective development of others.</li><li>Communicate openly and directly with team members.&nbsp;</li></ul>SALARY, BENEFITS AND PERKS&nbsp;<ul><li>Competitive &nbsp;total compensation package&nbsp;</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit-sharing retirement plans</li><li>Flexible spending accounts</li><li>Paid time off (PTO)</li><li>Company-paid holidays</li><li>Gender-neutral parental leave</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.<ul><li>$141,400.00 - $212,200.00 annually</li></ul>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.

SullivanCotter

Compensation Consulting Manager

<h3>Job Description:</h3>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing. Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The Expertise and Skills You Have<ul><li>Require associate in this role to hold Series 7 &amp; 63 licenses.</li><li>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required.</li><li>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.</li><li>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</li><li>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</li><li>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</li><li>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</li><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</li><li>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</li><li>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position. </li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.

Financial Services Representative - Irving, TX

Financial Services Representative - Plano, TX

<h3>Job Description:</h3>Fidelity Global Security Operations Center (GSOC) – Lead GSOC Specialist The Lead GSOC Specialist is responsible for supporting Fidelity’s business operations in Security/Fire/Life Safety Alarm Monitoring; Global Threat Management, Video Monitoring, Incident Management, and dispatching of security and public safety personnel to corporate locations. Responsibilities: <ul><li>As a senior member of the operations center team, the Lead Specialist will be responsible for assisting management in coordinating Fidelity’s security response to incidents that occur on company premises or at corporate events using appropriate communication methods. Responses may be to medical emergencies, burglar, fire, duress alarms, or business impacting events. Lead Specialists will be required to liaison with law enforcement, fire, or other public safety organizations related to emergencies on or near company property. </li></ul><ul><li>Review, analyze and disseminate open-source and subscription-based intelligence to help mitigate and report global threats to company property, employees, and partners. </li></ul><ul><li>Document, assess, and report on instances of possible threats in the workplace. </li></ul><ul><li>Support the travel security program through monitoring of associate travel and be prepared to account for them during events of concern or elevated risk. </li></ul><ul><li>Reporting out of the ordinary or abnormal conditions to the company’s security personnel, management, employees, suppliers, and facilities organization. </li></ul><ul><li>Receiving, evaluating, and disseminating incoming information and reports from company security personnel, contract security officers in the field, and Fidelity associates, suppliers, and local agencies. </li></ul><ul><li>Develop concise, fact-based incident reports for distribution to various Fidelity partners. </li></ul><ul><li>Coordinating service requests for afterhours site access and requests for additional security coverage at retail locations. </li></ul><ul><li>Play an integral role in helping to develop new security, incident management, and intelligence gathering processes. </li></ul><ul><li>Refine existing GSOC response and escalation procedures. </li></ul><ul><li>Responsible to lead the on-duty shift when delegated to by management. </li></ul><ul><li>Support and mentor junior personnel to enhance proficiency with GSOC technology resources, processes, and procedures. </li></ul>Requirements: <ul><li>4+ years of full-time experience in a security function, preferably in an operations or control center setting. </li></ul><ul><li>Bachelor’s Degree preferred. </li></ul><ul><li>Computer proficiency with Microsoft Office suite of products. </li></ul><ul><li>Demonstrated experience in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology. </li></ul><ul><li>Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays). </li></ul><ul><li>Experience collecting, analyzing, and disseminating open source or subscription-based intelligence. </li></ul><ul><li>Providing excellent customer service in a high call volume environment </li></ul><ul><li>Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision </li></ul><ul><li>Must be able to communicate effectively with all levels of the organization. </li></ul><h3>Certifications:</h3><h3>Category:</h3>SecurityFidelity’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.

Lead GSOC Specialist

<h3>Job Description:</h3>About AMCAsset Management Compliance (“AMC”) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management ("AM") in delivering the best customer experience in the financial services industry.The TeamThe AM Compliance Program Office oversees various compliance program requirements, including mutual fund, institutional adviser, and NFA/CFTC compliance, and supports the fund chief compliance officers in preparing and facilitating reporting to fund boards.This is a dynamic role that will support multiple programs under the AM Compliance Office as well as the broader team performing compliance oversight functions. As part of the team, this role will:<ul><li>Provide support toward the completion of deliverables across the team, including:<ul><li>Monthly reporting on key program components including policy review and risk assessment completion, issues and key risk measures</li><li>Performing the business unit delegate role for institutional advisers through review of client interactions and related documentation</li><li>Supporting the sub-adviser oversight item in the review and reporting of information provided by sub-advisers to the funds</li></ul></li><li>Establish relationships with teams and business units across Fidelity to solve problems and address relevant risks</li><li>Work with members of the Team to develop and execute continuous improvement plans</li></ul>The Expertise and Skills You Bring<ul><li>A desire to learn more about Fidelity's investment products and the various regulatory environments within which it operates</li><li>A willingness to adapt to the dynamic needs of the Asset Management business unit</li><li>A readiness to learn how to use technology to support data-driven decisions and to lead by example</li><li>A sense of curiosity around exploring how we might improve our capabilities and support the latest industry developments</li></ul>The base salary range for this position is $60,000-$96,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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’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.<h3>Certifications:</h3><h3>Category:</h3>Compliance

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